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: 0001845003
申报总市值
US$3714.2万
US$3714.2万
432 檔
251.9%
Ascentis Independent Advisors 在 Q4 2024 季度的美股仓位总计估值为 US$3714.2万，分散于 432 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Ascentis Independent Advisors 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 34 个既有持股进行加仓（合计增持 44 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ascentis Independent Advisors 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 251.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 432 只）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.60% | -4.25% | +1230.69% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.13% | -4.80% | +1197.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -1.39% | +1179.48% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.05% | -1.75% | +311.75% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.96% | -0.19% | EXIT | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.70% | -0.50% | -33.64% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.56% | +0.13% | +356.33% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.54% | -1.25% | +558.43% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.42% | +1400.23% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 1.33% | -0.27% | +884.00% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.88% | +1578.60% | |
| 12 | WINN | Harbor Long-term Growers ETF | ETF-其他 | 1.24% | -0.39% | EXIT | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | +9.41% | +2781.30% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.00% | -0.87% | +109.56% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 0.87% | -0.79% | +6229.05% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 0.87% | -0.44% | +347.80% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.84% | — | -12.26% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 0.78% | -0.26% | +3578.62% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | -1.41% | +136.90% | |
| 20 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | -0.21% | +5302.97% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.75% | +0.17% | +39615.79% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.73% | -0.38% | +4539.78% | |
| 23 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.73% | -0.82% | EXIT | |
| 24 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-其他 | 0.71% | -0.10% | EXIT | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.71% | -0.36% | EXIT | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.70% | -0.08% | +255.98% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.41% | +697.49% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.69% | -0.09% | — | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.67% | -0.19% | +508.93% | |
| 30 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 0.67% | — | — | |
| 31 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.61% | +0.05% | -3.29% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | +0.88% | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | -0.59% | +1917.67% | |
| 34 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.60% | -0.22% | EXIT | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | -0.26% | +700.68% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.56% | -0.63% | +1262.29% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.56% | +8.92% | +77.27% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.53% | +3.83% | — | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.51% | -0.43% | +476.34% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | -0.55% | +440.45% | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.51% | +2.08% | +304.07% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | -0.16% | +352.46% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | -0.33% | EXIT | |
| 44 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 0.48% | -0.34% | EXIT | |
| 45 | RDIV | Invesco S&p Ultra Dividend | ETF-其他 | 0.48% | -0.25% | EXIT | |
| 46 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 0.47% | -0.05% | EXIT | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.47% | +2.99% | — | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.47% | — | — | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | -0.18% | +8723.32% | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.43% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +4.5% | +1230.69% | 加仓 |
| 2 | NVDA | Nvidia CORP | +4.2% | +1197.71% | 加仓 |
| 3 | MSFT | Microsoft CORP | +2.5% | +1179.48% | 加仓 |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2% | +59282.00% | 加仓 |
| 5 | JPM | Jpmorgan Chase & Co | +1.3% | +1400.23% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1.1% | +1578.60% | 加仓 |
| 7 | CRM | Salesforce Inc | +1% | +884.00% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +1% | +558.43% | 加仓 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +1% | +2781.30% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.9% | +311.75% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.9% | +356.33% | 加仓 |
| 12 | TSLA | Tesla Inc | +0.9% | +6229.05% | 加仓 |
| 13 | JEPI | Jpmorgan Equity Premium Inco | +0.7% | +39615.79% | 加仓 |
| 14 | USFR | Wisdomtree Floating Rate Tre | +0.7% | NEW | 新建仓 |
| 15 | RTX | Rtx CORP | +0.7% | +3578.62% | 加仓 |
| 16 | MRK | Merck & Co. Inc. | +0.7% | +5302.97% | 加仓 |
| 17 | NFLX | Netflix Inc | +0.7% | +4539.78% | 加仓 |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | +0.7% | NEW | 新建仓 |
| 19 | ACIO | Aptus Collared Invest Opp | +0.7% | NEW | 新建仓 |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.6% | NEW | 新建仓 |
| 21 | AGGY | Wisdomtree Yield Enhanced US | +0.6% | NEW | 新建仓 |
| 22 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | NEW | 新建仓 |
| 23 | META | Meta Platforms Inc-class A | +0.5% | +1917.67% | 加仓 |
| 24 | V | Visa Inc-class A Shares | +0.5% | +697.49% | 加仓 |
| 25 | PTY | Pimco Corporate & Income Opp | +0.5% | NEW | 新建仓 |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | NEW | 新建仓 |
| 27 | VGIT | Vanguard Intermediate-term T | +0.5% | NEW | 新建仓 |
| 28 | COST | Costco Wholesale CORP | +0.5% | +1262.29% | 加仓 |
| 29 | WFC | Wells Fargo & Co | +0.4% | +8723.32% | 加仓 |
| 30 | IEF | Ishares 7-10 Year Treasury B | +0.4% | NEW | 新建仓 |
| 31 | MCD | Mcdonald's CORP | +0.4% | +1957.97% | 加仓 |
| 32 | BSV | Vanguard Short-term Bond ETF | +0.4% | +30808.99% | 加仓 |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | +0.4% | +353757.14% | 加仓 |
| 34 | WMT | Walmart Inc | +0.4% | +347.80% | 加仓 |
| 35 | BAC | Bank Of America CORP | +0.4% | +700.68% | 加仓 |
| 36 | HD | Home Depot Inc | +0.4% | +508.93% | 加仓 |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +2047.80% | 加仓 |
| 38 | CVX | Chevron CORP | +0.3% | +476.34% | 加仓 |
| 39 | JNJ | Johnson & Johnson | +0.2% | +440.45% | 加仓 |
| 40 | IBM | Intl Business Machines CORP | +0.2% | +352.46% | 加仓 |
| 41 | FLOT | Ishares Floating Rate Bond E | +0.2% | +304.07% | 加仓 |
| 42 | ABBV | Abbvie Inc | +0.1% | +255.98% | 加仓 |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.2% | +136.90% | 加仓 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.3% | +109.56% | 加仓 |
| 45 | HDMV | Ft Horizon Mgd Vol D Int ETF | -1.8% | -63.19% | 减仓 |
| 46 | BOND | Pimco Active Bond Exchange-t | -1.9% | -93.28% | 减仓 |
| 47 | IQDG | Wisdomtree Intl Qlty Dvd Grw | -2.2% | -44.73% | 减仓 |
| 48 | SDVY | First Trust Smid Cap Rising | -2.5% | -38.05% | 减仓 |
| 49 | WINN | Harbor Long-term Growers ETF | -4.2% | -40.81% | 减仓 |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | -5.6% | -33.64% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ascentis Independent Advisors 在 Q4 2024 季度的美股持仓总市值约为 US$3714.2万，共申报了 432 个公开持股仓位。
在 Q4 2024 季度，Ascentis Independent Advisors 按市值排列的前三大核心持股分别为：AAPL (5.6%)、NVDA (5.1%)、MSFT (3.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.6% 的权重。
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。
本季最大新建仓标的
USFR
市值: US$380.8万
本季最大获利了结 / 清仓标的
DGRW
前期市值: US$1377.2万
在 Q4 2024 季度中，Ascentis Independent Advisors 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 34 个仓位、减仓 6 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 USFR。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。