13F 申报指南13F 概念全攻略
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。
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CIK: 0001886707
申报总市值
US$12.8亿
US$12.8亿
168 檔
15.8%
Q1 2024 季度申报显示，ARS Wealth Advisors Group, LLC 披露的美股组合总市值为 US$12.8亿，涵盖 168 个不同之权益投资仓位。
在 Q1 2024 期间，ARS Wealth Advisors Group, LLC 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，ARS Wealth Advisors Group, LLC 的前 5 大核心持股（包含 SPTM, USMV, MSFT 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 8.60% | +0.35% | +12.36% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.87% | -0.21% | +1.65% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.09% | -1.44% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.23% | +0.25% | +0.32% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.89% | +0.18% | -0.65% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.69% | +0.09% | +2.56% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.33% | +0.83% | +6.25% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.31% | +0.06% | +1.88% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 3.26% | +0.32% | -0.91% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 3.03% | -3.14% | EXIT | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.78% | — | +8.18% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.76% | -0.05% | +9.76% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.71% | +0.26% | +31.33% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.60% | -0.06% | +6.01% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.34% | -0.13% | +3.66% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.29% | -0.13% | +9.48% | |
| 17 | HON | Honeywell International Inc | 股票-工业 | 2.11% | -1.74% | EXIT | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.09% | -0.38% | -0.09% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.94% | -0.45% | -7.75% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.93% | -0.06% | +8.03% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.74% | — | +17.21% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事业 | 1.71% | -0.18% | +13.56% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.68% | +0.04% | -8.00% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 1.38% | -0.25% | +181.93% | |
| 25 | KIM | Kimco Realty CORP | 股票-房地产 | 1.36% | — | +11.09% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.26% | -0.58% | -4.59% | |
| 27 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.22% | -0.14% | -11.79% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.12% | +0.08% | -8.24% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.99% | +0.36% | -9.81% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.95% | -0.16% | -19.55% | |
| 31 | SO | Southern Co/the | 股票-公用事业 | 0.94% | -0.05% | -10.49% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.85% | +0.07% | -7.65% | |
| 33 | MO | Altria Group Inc | 股票-非周期性消费 | 0.83% | +0.01% | -15.09% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | +0.01% | -4.68% | |
| 35 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.75% | -0.10% | -11.27% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | +0.01% | +2.31% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.72% | +0.05% | -13.03% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.69% | +0.05% | -13.31% | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.50% | +0.50% | -4.22% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | +0.07% | +0.05% | |
| 41 | GD | General Dynamics CORP | 股票-工业 | 0.40% | -0.01% | -60.52% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.36% | -0.04% | -4.60% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.33% | +0.16% | -0.85% | |
| 44 | SHEL | Shell Plc-adr | 股票-能源 | 0.32% | -0.05% | -66.04% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.31% | -0.01% | -1.05% | |
| 46 | BLKCHF | Blackrock Inc | 股票-其他 | 0.31% | — | -2.55% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.29% | -0.02% | -2.55% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.28% | — | -13.47% | |
| 49 | GAPR | Ft Vest US Equity Moderate B | ETF-其他 | 0.28% | -0.01% | -0.40% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.27% | +0.02% | -48.44% |
根据 SEC 官方 Form 13F 申报备案，ARS Wealth Advisors Group, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$12.8亿，共申报了 168 个公开持股仓位。
在 Q1 2024 季度，ARS Wealth Advisors Group, LLC 按市值排列的前三大核心持股分别为：SPTM (8.6%)、USMV (5.9%)、MSFT (4.7%)。其中最大持股仓位 SPTM 占据整体投资组合约 8.6% 的权重。
在 Q1 2024 季度中，ARS Wealth Advisors Group, LLC 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。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
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。
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。