什么是 SEC Form 13F 申报?美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制,学会如何追踪顶级对冲基金与机构法人持仓动向。
CIK: 0001426851
申报总市值
US$4.0亿
US$4.0亿
134 檔
15.8%
Q2 2024 季度申报显示,Argent Advisors, Inc. 披露的美股组合总市值为 US$4.0亿,涵盖 134 个不同之权益投资仓位。
在 Q2 2024 期间,Argent Advisors, Inc. 的持仓组合保持高度稳定,未出现显著的大幅增减仓操作,显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面,Argent Advisors, Inc. 的前 5 大核心持股(包含 IEFA, IJH, IGSB 等)合计占整体申报市值的 15.8%,反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.87% | -0.01% | -1.89% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.35% | +0.31% | -1.12% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.23% | — | -3.80% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 4.53% | -0.26% | -2.39% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.13% | +0.07% | -0.43% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.04% | -0.01% | -1.69% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.95% | +0.21% | -1.76% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.51% | -1.48% | -0.42% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | +0.78% | -2.57% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.36% | +0.19% | — | |
| 11 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 2.17% | -0.30% | +1.91% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | -0.10% | -6.65% | |
| 13 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 1.86% | -0.12% | +4.45% | |
| 14 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.53% | -0.20% | -1.04% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.47% | -0.05% | +3.61% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.46% | +0.23% | -0.25% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.38% | -0.04% | -1.19% | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 1.34% | +0.06% | -31.20% | |
| 19 | OBK | Origin Bancorp Inc | 股票-其他 | 1.04% | +0.09% | +251.02% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.01% | -0.16% | +13.14% | |
| 21 | IDV | Ishares International Select | ETF-其他 | 0.98% | -0.16% | -3.85% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 0.96% | +0.50% | -10.04% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | -0.05% | +5.65% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 0.89% | — | +4.42% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.88% | +0.05% | -19.34% | |
| 26 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.86% | -0.02% | -1.71% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.83% | +0.01% | -12.19% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | +3.70% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.82% | -0.02% | +0.15% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.80% | +0.03% | -3.27% | |
| 31 | TGT | Target CORP | 股票-周期性消费 | 0.78% | — | -12.66% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | +0.16% | -4.13% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.73% | — | -0.57% | |
| 34 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.68% | -0.04% | -3.71% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | -0.07% | +3.98% | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.68% | -0.04% | -3.29% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.67% | -0.07% | -5.68% | |
| 38 | ENB | Enbridge Inc | 股票-能源 | 0.67% | -0.08% | -2.74% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | +0.32% | +3.20% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.66% | -0.08% | +216.39% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.28% | -13.55% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.64% | +0.08% | +2.97% | |
| 43 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.63% | +0.04% | +1.05% | |
| 44 | WMB | Williams Cos Inc | 股票-能源 | 0.63% | -0.01% | -3.03% | |
| 45 | TFC | Truist Financial CORP | 股票-金融 | 0.63% | — | -6.12% | |
| 46 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.62% | +0.02% | -6.81% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | -0.02% | +0.44% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.61% | -0.08% | — | |
| 49 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.59% | +0.05% | +8.03% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.59% | +0.02% | +9.04% |
根据 SEC 官方 Form 13F 申报备案,Argent Advisors, Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$4.0亿,共申报了 134 个公开持股仓位。
在 Q2 2024 季度,Argent Advisors, Inc. 按市值排列的前三大核心持股分别为:IEFA (5.9%)、IJH (5.3%)、IGSB (5.2%)。其中最大持股仓位 IEFA 占据整体投资组合约 5.9% 的权重。
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完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制,学会如何追踪顶级对冲基金与机构法人持仓动向。
在 Q2 2024 季度中,Argent Advisors, Inc. 的持仓组合维持高度稳定,未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会(SEC)EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照,提供 100% 精准对齐的历史时序数据集,并支持 Schema.org 结构化数据格式。
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深入剖析 5% 股权申报门槛、13D 与 13G 之差异,以及最新 SEC 申报时程规范,洞察机构法人的激进投资动向。