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: 0000811407
申报总市值
US$23.6万
US$23.6万
35 檔
33595.6%
在 Q3 2024 申报期间，Asset Planning Services Inc /la/ /adv（CIK: 0000811407）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$23.6万，共持有 35 个公开申报仓位。
在 Q3 2024，Asset Planning Services Inc /la/ /adv 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 22 个既有持股进行加仓（合计增持 22 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Asset Planning Services Inc /la/ /adv 的前 5 大核心持股（包含 NVDA, MSFT, LMT 等）合计占整体申报市值的 33595.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 15.46% | +1.20% | -0.19% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 10.49% | -0.37% | -0.40% | |
| 3 | LMT | Lockheed Martin CORP | 股票-工业 | 4.62% | -0.85% | +0.60% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.43% | +0.16% | -0.91% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.14% | +0.17% | -0.06% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 3.97% | -0.83% | +0.56% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 3.79% | +0.01% | +1.44% | |
| 8 | BLKCHF | Blackrock Inc | 股票-其他 | 3.76% | -0.30% | +0.38% | |
| 9 | RTX | Rtx CORP | 股票-工业 | 3.66% | -0.45% | +0.93% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 3.60% | — | +1.22% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.31% | +0.62% | +0.06% | |
| 12 | PSA | Public Storage | 股票-房地产 | 3.31% | — | +2.34% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 3.22% | +1.15% | +0.08% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 3.19% | -1.01% | +1.80% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 3.18% | +0.01% | +1.73% | |
| 16 | NOC | Northrop Grumman CORP | 股票-工业 | 3.14% | -1.15% | +1.31% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 2.91% | -3.55% | EXIT | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.89% | -0.21% | +2.41% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 2.76% | +1.26% | +4.05% | |
| 20 | LHX | L3harris Technologies Inc | 股票-工业 | 2.68% | -0.79% | +0.69% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 2.54% | +0.20% | -1.74% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.93% | +0.17% | +7.08% | |
| 23 | EPD | Enterprise Products Partners | 股票-能源 | 1.92% | -0.25% | -2.72% | |
| 24 | PFE | Pfizer Inc | 股票-医疗保健 | 1.67% | — | -2.18% | |
| 25 | LIN | Linde plc | 股票-原材料 | 0.64% | -0.03% | +10.20% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | -0.01% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | +0.01% | -5.30% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.38% | +0.08% | +4.08% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | +0.02% | -6.35% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.25% | +0.03% | +6.06% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.22% | +0.07% | +8.09% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.17% | +0.07% | — | |
| 33 | AAPL | Apple Inc | 股票-科技 | 0.16% | +0.01% | +0.07% | |
| 34 | NVTS | Navitas Semiconductor CORP | 股票-其他 | 0.13% | — | — | |
| 35 | BFST | Business First Bancshares | 股票-其他 | 0.13% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | +0.7% | +0.60% | 加仓 |
| 2 | PSA | Public Storage | +0.6% | +2.34% | 加仓 |
| 3 | RTX | Rtx CORP | +0.5% | +0.93% | 加仓 |
| 4 | BLKCHF | Blackrock Inc | +0.5% | +0.38% | 加仓 |
| 5 | WMT | Walmart Inc | +0.4% | +0.56% | 加仓 |
| 6 | NOC | Northrop Grumman CORP | +0.4% | +1.31% | 加仓 |
| 7 | HD | Home Depot Inc | +0.4% | +1.44% | 加仓 |
| 8 | PM | Philip Morris International | +0.4% | +1.73% | 加仓 |
| 9 | UNH | Unitedhealth Group Inc | +0.3% | +1.22% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +4.05% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +2.41% | 加仓 |
| 12 | SCHX | Schwab US Large-cap ETF | +0.1% | +7.08% | 加仓 |
| 13 | LIN | Linde plc | +0.1% | +10.20% | 加仓 |
| 14 | SCHA | Schwab US Small-cap ETF | 0% | +4.08% | 加仓 |
| 15 | SCHM | Schwab US Mid Cap ETF | 0% | +6.06% | 加仓 |
| 16 | BFST | Business First Bancshares | 0% | — | 不变 |
| 17 | LHX | L3harris Technologies Inc | — | +0.69% | 加仓 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | -5.30% | 减仓 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | — | +8.09% | 加仓 |
| 20 | AAPL | Apple Inc | — | +0.07% | 加仓 |
| 21 | TXN | Texas Instruments Inc | 0% | +0.08% | 加仓 |
| 22 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 23 | XLK | Ss Technology Select Sector | 0% | — | 不变 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -6.35% | 减仓 |
| 25 | XOM | Exxon Mobil CORP | -0.1% | +2.87% | 加仓 |
| 26 | PFE | Pfizer Inc | -0.1% | -2.18% | 减仓 |
| 27 | NVTS | Navitas Semiconductor CORP | -0.1% | — | 不变 |
| 28 | JPM | Jpmorgan Chase & Co | -0.2% | -0.91% | 减仓 |
| 29 | EPD | Enterprise Products Partners | -0.2% | -2.72% | 减仓 |
| 30 | BAC | Bank Of America CORP | -0.2% | -1.74% | 减仓 |
| 31 | CVX | Chevron CORP | -0.4% | +1.80% | 加仓 |
| 32 | AMZN | Amazon.com Inc | -0.4% | -0.06% | 减仓 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.6% | +0.06% | 加仓 |
| 34 | MSFT | Microsoft CORP | -1.2% | -0.40% | 减仓 |
| 35 | NVDA | Nvidia CORP | -1.4% | -0.19% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Asset Planning Services Inc /la/ /adv 在 Q3 2024 季度的美股持仓总市值约为 US$23.6万，共申报了 35 个公开持股仓位。
在 Q3 2024 季度，Asset Planning Services Inc /la/ /adv 按市值排列的前三大核心持股分别为：NVDA (15.5%)、MSFT (10.5%)、LMT (4.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 15.5% 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。
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$3186.1万
在 Q3 2024 季度中，Asset Planning Services Inc /la/ /adv 共进行了 31 项持仓异动，包含新建仓 0 个仓位、加仓 22 个仓位、减仓 9 个仓位以及清仓 0 个仓位。
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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