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: 0000926834
申报总市值
US$15.7亿
US$15.7亿
110 檔
18.6%
在 Q3 2024 申报期间，Avity Investment Management Inc.（CIK: 0000926834）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$15.7亿，共持有 110 个公开申报仓位。
在 Q3 2024，Avity Investment Management Inc. 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 21 档、减仓 27 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Avity Investment Management Inc. 的前 5 大核心持股（包含 AAPL, META, AMZN 等）合计占整体申报市值的 18.6%，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 | AAPL | Apple Inc | 股票-科技 | 6.18% | -0.96% | -1.74% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.39% | -0.52% | -3.10% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.22% | -0.01% | -0.47% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.40% | -0.76% | |
| 5 | NOW | Servicenow Inc | 股票-科技 | 3.70% | -0.32% | -3.34% | |
| 6 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 3.66% | -0.01% | +1.60% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.57% | -0.02% | -1.46% | |
| 8 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.55% | -0.04% | +1.45% | |
| 9 | APH | Amphenol Corp-cl A | 股票-科技 | 3.50% | +0.69% | -6.05% | |
| 10 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.47% | -0.36% | -0.47% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 3.42% | -0.73% | -3.68% | |
| 12 | ACN | Accenture plc | 股票-科技 | 3.34% | -1.11% | +3.40% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事业 | 3.34% | -0.40% | +379.14% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.27% | +0.17% | -2.86% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 3.15% | +0.61% | +0.12% | |
| 16 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 3.13% | -0.52% | +0.90% | |
| 17 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.13% | -0.56% | -4.76% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 3.07% | +1.87% | -6.08% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.06% | -0.43% | +0.62% | |
| 20 | ECL | Ecolab Inc | 股票-原材料 | 3.01% | -0.52% | -1.99% | |
| 21 | UBER | Uber Technologies Inc | 股票-工业 | 2.78% | -0.09% | +12.89% | |
| 22 | AMGN | Amgen Inc | 股票-医疗保健 | 2.78% | -0.09% | -5.64% | |
| 23 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 2.59% | -0.01% | +90.27% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 2.21% | -0.83% | -1.75% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.95% | -0.16% | -2.55% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | -0.08% | -0.26% | |
| 27 | CARR | Carrier Global CORP | 股票-工业 | 1.51% | +0.32% | +95.37% | |
| 28 | RJF | Raymond James Financial Inc | 股票-金融 | 1.45% | -0.13% | -6.07% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | +0.10% | -7.92% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 0.96% | -0.01% | +3.66% | |
| 31 | TFC | Truist Financial CORP | 股票-金融 | 0.81% | -0.07% | +3.01% | |
| 32 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.63% | -0.03% | EXIT | |
| 33 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.55% | — | -63.76% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | +0.02% | -1.54% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.44% | -0.01% | -2.68% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.43% | +1.11% | -2.45% | |
| 37 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.30% | -0.12% | -1.02% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.28% | +0.01% | +0.40% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.27% | -0.02% | +0.86% | |
| 40 | HON | Honeywell International Inc | 股票-工业 | 0.24% | -0.24% | EXIT | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.24% | -0.01% | +10.04% | |
| 42 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.20% | -0.03% | -1.03% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.19% | — | +18.58% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.19% | -0.07% | -0.90% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.17% | -0.01% | -3.83% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.17% | -0.12% | -0.92% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.16% | -0.03% | -54.87% | |
| 48 | BX | Blackstone Inc | 股票-金融 | 0.14% | -0.01% | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.13% | -0.01% | -2.17% | |
| 50 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.11% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +2.7% | +379.14% | 加仓 |
| 2 | GEHC | GE Healthcare Technology | +1.4% | +90.27% | 加仓 |
| 3 | CARR | Carrier Global CORP | +0.9% | +95.37% | 加仓 |
| 4 | ACN | Accenture plc | +0.5% | +3.40% | 加仓 |
| 5 | RTX | Rtx CORP | +0.4% | -3.68% | 减仓 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.3% | +1.60% | 加仓 |
| 7 | UBER | Uber Technologies Inc | +0.3% | +12.89% | 加仓 |
| 8 | AAPL | Apple Inc | +0.3% | -1.74% | 减仓 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | -3.10% | 减仓 |
| 10 | NOW | Servicenow Inc | +0.2% | -3.34% | 减仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +0.62% | 加仓 |
| 12 | HD | Home Depot Inc | +0.2% | +3.66% | 加仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.55% | 减仓 |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建仓 |
| 15 | TXN | Texas Instruments Inc | +0.1% | +0.12% | 加仓 |
| 16 | HON | Honeywell International Inc | +0.1% | +62.57% | 加仓 |
| 17 | TFC | Truist Financial CORP | +0.1% | +3.01% | 加仓 |
| 18 | MRSH | Marsh & Mclennan Cos | +0.1% | -0.47% | 减仓 |
| 19 | ECL | Ecolab Inc | +0.1% | -1.99% | 减仓 |
| 20 | ORCL | Oracle CORP | +0.1% | -2.45% | 减仓 |
| 21 | PEP | Pepsico Inc | 0% | +1.45% | 加仓 |
| 22 | NFLX | Netflix Inc | 0% | +91.31% | 加仓 |
| 23 | DEO | Diageo Plc-sponsored Adr | 0% | +100.00% | 加仓 |
| 24 | NTRS | Northern Trust CORP | 0% | +100.00% | 加仓 |
| 25 | UNP | Union Pacific CORP | 0% | +18.58% | 加仓 |
| 26 | NSRGY | Nestle Sa-spons Adr | 0% | +93.45% | 加仓 |
| 27 | LOW | Lowe's Cos Inc | 0% | -1.03% | 减仓 |
| 28 | MTD | Mettler-toledo International | 0% | -1.11% | 减仓 |
| 29 | KO | Coca-cola Co/the | 0% | +0.86% | 加仓 |
| 30 | ODFL | Old Dominion Freight Line | 0% | -1.02% | 减仓 |
| 31 | BX | Blackstone Inc | 0% | — | 不变 |
| 32 | UNH | Unitedhealth Group Inc | 0% | +69.58% | 加仓 |
| 33 | DELL | Dell Technologies -c | 0% | +84.28% | 加仓 |
| 34 | BDX | Becton Dickinson And Co | 0% | +0.90% | 加仓 |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -0.26% | 减仓 |
| 36 | V | Visa Inc-class A Shares | 0% | -1.46% | 减仓 |
| 37 | MRK | Merck & Co. Inc. | 0% | -3.83% | 减仓 |
| 38 | TJX | Tjx Companies Inc | -0.1% | -4.76% | 减仓 |
| 39 | RJF | Raymond James Financial Inc | -0.2% | -6.07% | 减仓 |
| 40 | ABT | Abbott Laboratories | -0.2% | -54.87% | 减仓 |
| 41 | AMGN | Amgen Inc | -0.2% | -5.64% | 减仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | -7.92% | 减仓 |
| 43 | CVX | Chevron CORP | -0.3% | -1.75% | 减仓 |
| 44 | AMZN | Amazon.com Inc | -0.3% | -0.47% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.4% | -0.76% | 减仓 |
| 46 | APH | Amphenol Corp-cl A | -0.5% | -6.05% | 减仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.6% | -2.86% | 减仓 |
| 48 | NKE | Nike Inc -cl B | -0.8% | -63.76% | 减仓 |
| 49 | AMAT | Applied Materials Inc | -0.9% | -6.08% | 减仓 |
| 50 | CRWD | Crowdstrike Holdings Inc - A | -4.2% | -99.40% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Avity Investment Management Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$15.7亿，共申报了 110 个公开持股仓位。
在 Q3 2024 季度，Avity Investment Management Inc. 按市值排列的前三大核心持股分别为：AAPL (6.2%)、META (4.4%)、AMZN (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.2% 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
GS
市值: US$145.1万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$7298.7万
在 Q3 2024 季度中，Avity Investment Management Inc. 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 21 个仓位、减仓 27 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 GS。
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。