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: 0001541596
申报总市值
US$3.7亿
US$3.7亿
141 檔
14.1%
截至 Q4 2024 季度末，Aspen Investment Management Inc 的美股持仓估值约为 US$3.7亿，全数申报仓位共有 141 档。
Aspen Investment Management Inc 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 23 档持股的同时，亦同步清仓 10 档并减仓 15 档标的。
在资产配置集中度方面，Aspen Investment Management Inc 的前 5 大核心持股（包含 SPY, RSP, IWM 等）合计占整体申报市值的 14.1%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.16% | -0.47% | +0.68% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.90% | -0.04% | +4.17% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.87% | +0.40% | +7.17% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.25% | -0.36% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 2.99% | -0.25% | +6.40% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.56% | -0.09% | -0.44% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.36% | -0.21% | +14.11% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | -0.04% | -0.79% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.98% | +0.05% | -1.09% | |
| 10 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 1.93% | -0.15% | +7.88% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 1.93% | -0.33% | +4.00% | |
| 12 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.76% | -0.13% | +17.22% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.64% | +0.07% | +0.16% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.62% | +0.08% | +0.98% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.55% | +0.16% | -0.79% | |
| 16 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.50% | -0.14% | +13.27% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.37% | +0.24% | +8.08% | |
| 18 | FICO | Fair Isaac CORP | 股票-科技 | 1.31% | -0.01% | -0.70% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 1.17% | -0.09% | +1.72% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.16% | -0.01% | +47.58% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.11% | -0.05% | -1.22% | |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.11% | -0.12% | +22.74% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.07% | — | -31.20% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | +0.01% | +1.07% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | +0.17% | +1.23% | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.99% | -0.36% | +17.60% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.94% | -0.18% | -4.89% | |
| 28 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.93% | — | +0.65% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.92% | +0.06% | +101.30% | |
| 30 | TT | Trane Technologies plc | 股票-工业 | 0.90% | +0.03% | -0.57% | |
| 31 | ICE | Intercontinental Exchange In | 股票-金融 | 0.87% | -0.20% | +0.05% | |
| 32 | CSX | Csx CORP | 股票-工业 | 0.82% | +0.01% | -11.30% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.81% | -0.10% | +13.63% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.80% | +0.04% | +205.71% | |
| 35 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.79% | — | +3.35% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.78% | — | +28.83% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.78% | -0.12% | +2.95% | |
| 38 | WM | Waste Management Inc | 股票-工业 | 0.77% | -0.13% | -1.67% | |
| 39 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.73% | — | -11.78% | |
| 40 | ITW | Illinois Tool Works | 股票-工业 | 0.73% | -0.04% | -0.72% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.10% | -11.82% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.71% | -0.02% | — | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | — | — | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.23% | -1.07% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.70% | -0.02% | -1.03% | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.67% | -0.09% | -0.27% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.24% | -2.29% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.66% | -0.02% | +97.26% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.66% | -0.29% | -47.68% | |
| 50 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.64% | -0.04% | +19.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DOCU | Docusign Inc | +0.5% | +258.10% | 加仓 |
| 2 | GLW | Corning Inc | +0.4% | +388.20% | 加仓 |
| 3 | XLI | Ss Industrial Select Sector | +0.4% | +47.58% | 加仓 |
| 4 | WMT | Walmart Inc | +0.3% | +4.00% | 加仓 |
| 5 | FTSL | First Trust Senior Loan ETF | +0.3% | +17.22% | 加仓 |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +14.11% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +0.16% | 加仓 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +7.17% | 加仓 |
| 9 | GS | Goldman Sachs Group Inc | +0.2% | +0.98% | 加仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -0.79% | 减仓 |
| 11 | XLY | Ss Consumer Disc Select Sect | +0.2% | +93.81% | 加仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.68% | 加仓 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | 新建仓 |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | +22.74% | 加仓 |
| 15 | MDY | State Street Spdr S&p Midcap | +0.2% | +28.83% | 加仓 |
| 16 | COST | Costco Wholesale CORP | +0.2% | +89.82% | 加仓 |
| 17 | BSCR | Invesco Bulletshares 2027 Cb | +0.2% | +13.27% | 加仓 |
| 18 | PYPL | Paypal Holdings Inc | +0.2% | +19.23% | 加仓 |
| 19 | V | Visa Inc-class A Shares | +0.1% | +1.07% | 加仓 |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +17.60% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.23% | 加仓 |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建仓 |
| 23 | SCHW | Schwab (charles) CORP | +0.1% | +13.12% | 加仓 |
| 24 | AAPL | Apple Inc | +0.1% | -1.09% | 减仓 |
| 25 | MAR | Marriott International -cl A | +0.1% | +40.05% | 加仓 |
| 26 | MRVL | Marvell Technology Inc | +0.1% | +9.34% | 加仓 |
| 27 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +7.88% | 加仓 |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | -0.80% | 减仓 |
| 29 | BLD | Topbuild CORP | -0.1% | EXIT | 清仓 |
| 30 | RTX | Rtx CORP | -0.1% | EXIT | 清仓 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -11.95% | 减仓 |
| 32 | LMT | Lockheed Martin CORP | -0.1% | -2.79% | 减仓 |
| 33 | ABBV | Abbvie Inc | -0.1% | -16.32% | 减仓 |
| 34 | XLP | Ss Consumer Staples Sel Sect | -0.1% | EXIT | 清仓 |
| 35 | MCD | Mcdonald's CORP | -0.1% | EXIT | 清仓 |
| 36 | IEMG | Ishares Core Msci Emerging | -0.1% | -25.69% | 减仓 |
| 37 | ONTO | Onto Innovation Inc | -0.2% | EXIT | 清仓 |
| 38 | LLY | Eli Lilly & Co | -0.2% | -21.71% | 减仓 |
| 39 | CSX | Csx CORP | -0.2% | -11.30% | 减仓 |
| 40 | PEP | Pepsico Inc | -0.2% | -4.89% | 减仓 |
| 41 | AMGN | Amgen Inc | -0.2% | -0.27% | 减仓 |
| 42 | WDAY | Workday Inc-class A | -0.2% | EXIT | 清仓 |
| 43 | JNJ | Johnson & Johnson | -0.2% | -11.82% | 减仓 |
| 44 | CB | Chubb Limited | -0.2% | EXIT | 清仓 |
| 45 | HPQ | Hp Inc | -0.3% | EXIT | 清仓 |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -0.44% | 减仓 |
| 47 | XLB | Ss Materials Select Sector | -0.4% | EXIT | 清仓 |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | -31.20% | 减仓 |
| 49 | TMO | Thermo Fisher Scientific Inc | -0.4% | EXIT | 清仓 |
| 50 | GLD | Spdr Gold Shares | -0.6% | -47.68% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Aspen Investment Management Inc 在 Q4 2024 季度的美股持仓总市值约为 US$3.7亿，共申报了 141 个公开持股仓位。
在 Q4 2024 季度，Aspen Investment Management Inc 按市值排列的前三大核心持股分别为：SPY (9.2%)、RSP (4.9%)、IWM (3.9%)。其中最大持股仓位 SPY 占据整体投资组合约 9.2% 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
CRWD
市值: US$41.9万
本季最大获利了结 / 清仓标的
TMO
前期市值: US$92.8万
在 Q4 2024 季度中，Aspen Investment Management Inc 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 23 个仓位、减仓 15 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 CRWD。 本季清仓仓位包含 TMO。
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。