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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000926834
申报总市值
US$15.7亿
US$15.7亿
107 檔
20.0%
根据最新整理的 13F 季度数据集，Avity Investment Management Inc. 于 Q4 2024 结束时的管理资产规模为 US$15.7亿。该机构在本季度申报了 107 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Avity Investment Management Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
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, AMZN, META 等）合计占整体申报市值的 20.0%，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 | 6.64% | -0.96% | -0.58% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.97% | -0.01% | -0.73% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.47% | -0.52% | -1.20% | |
| 4 | NOW | Servicenow Inc | 股票-科技 | 4.29% | -0.32% | -2.69% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -0.40% | +1.57% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.08% | -0.02% | -1.26% | |
| 7 | APH | Amphenol Corp-cl A | 股票-科技 | 3.73% | +0.69% | -0.72% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.64% | +0.17% | -3.09% | |
| 9 | ACN | Accenture plc | 股票-科技 | 3.43% | -1.11% | +2.58% | |
| 10 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.36% | -0.36% | +1.13% | |
| 11 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.21% | -0.56% | -0.69% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 2.99% | -0.73% | -9.09% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 2.92% | +0.61% | +1.62% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.85% | +0.04% | +8343.52% | |
| 15 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.82% | -0.52% | -5.06% | |
| 16 | ECL | Ecolab Inc | 股票-原材料 | 2.74% | -0.52% | -1.26% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.70% | -0.43% | -1.62% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 2.64% | +1.87% | +6.17% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.57% | -0.01% | -16.94% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.49% | -0.40% | -12.58% | |
| 21 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 2.32% | -0.01% | +6.83% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.31% | -0.04% | -27.57% | |
| 23 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 2.24% | -0.01% | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 2.15% | -0.83% | -1.62% | |
| 25 | AMGN | Amgen Inc | 股票-医疗保健 | 2.10% | -0.09% | -7.11% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | -0.08% | -3.59% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | -0.16% | -0.21% | |
| 28 | RJF | Raymond James Financial Inc | 股票-金融 | 1.82% | -0.13% | -1.58% | |
| 29 | CARR | Carrier Global CORP | 股票-工业 | 1.64% | +0.32% | +27.49% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | +0.10% | -11.84% | |
| 31 | TFC | Truist Financial CORP | 股票-金融 | 0.95% | -0.07% | +15.57% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.92% | -0.01% | -0.10% | |
| 33 | UBER | Uber Technologies Inc | 股票-工业 | 0.57% | -0.09% | -74.71% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.53% | +0.02% | -2.15% | |
| 35 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.49% | -0.03% | EXIT | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | -0.01% | -1.64% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.42% | +1.11% | -0.62% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | +0.01% | +13.71% | |
| 39 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.27% | -0.12% | — | |
| 40 | HON | Honeywell International Inc | 股票-工业 | 0.26% | -0.24% | EXIT | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.23% | -0.02% | -2.90% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.23% | -0.01% | -15.48% | |
| 43 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.22% | -0.04% | +296.19% | |
| 44 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.18% | -0.03% | -2.08% | |
| 45 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.18% | — | -61.70% | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.18% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | -0.07% | -0.12% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.16% | -0.12% | -5.41% | |
| 49 | BX | Blackstone Inc | 股票-金融 | 0.16% | -0.01% | — | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.15% | -0.01% | -4.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | +8343.52% | 加仓 |
| 2 | CMG | Chipotle Mexican Grill Inc | +2.2% | NEW | 新建仓 |
| 3 | AMZN | Amazon.com Inc | +0.8% | -0.73% | 减仓 |
| 4 | NOW | Servicenow Inc | +0.6% | -2.69% | 减仓 |
| 5 | V | Visa Inc-class A Shares | +0.5% | -1.26% | 减仓 |
| 6 | AAPL | Apple Inc | +0.5% | -0.58% | 减仓 |
| 7 | RJF | Raymond James Financial Inc | +0.4% | -1.58% | 减仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | -3.09% | 减仓 |
| 9 | APH | Amphenol Corp-cl A | +0.2% | -0.72% | 减仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -3.59% | 减仓 |
| 11 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +296.19% | 加仓 |
| 12 | TFC | Truist Financial CORP | +0.1% | +15.57% | 加仓 |
| 13 | CARR | Carrier Global CORP | +0.1% | +27.49% | 加仓 |
| 14 | ACN | Accenture plc | +0.1% | +2.58% | 加仓 |
| 15 | TJX | Tjx Companies Inc | +0.1% | -0.69% | 减仓 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -1.20% | 减仓 |
| 17 | VOO | Vanguard S&p 500 ETF | 0% | +13.71% | 加仓 |
| 18 | NFLX | Netflix Inc | 0% | — | 不变 |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | -1.64% | 减仓 |
| 20 | TSLA | Tesla Inc | 0% | NEW | 新建仓 |
| 21 | HON | Honeywell International Inc | 0% | — | 不变 |
| 22 | CNMD | Conmed CORP | 0% | NEW | 新建仓 |
| 23 | MSFT | Microsoft CORP | 0% | +1.57% | 加仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.21% | 减仓 |
| 25 | MRK | Merck & Co. Inc. | 0% | -4.66% | 减仓 |
| 26 | LOW | Lowe's Cos Inc | 0% | -2.08% | 减仓 |
| 27 | GD | General Dynamics CORP | 0% | EXIT | 清仓 |
| 28 | PII | Polaris Inc | 0% | EXIT | 清仓 |
| 29 | AFL | Aflac Inc | 0% | EXIT | 清仓 |
| 30 | ODFL | Old Dominion Freight Line | 0% | — | 不变 |
| 31 | DEO | Diageo Plc-sponsored Adr | 0% | -33.23% | 减仓 |
| 32 | IWB | Ishares Russell 1000 ETF | 0% | -24.27% | 减仓 |
| 33 | KO | Coca-cola Co/the | 0% | -2.90% | 减仓 |
| 34 | HD | Home Depot Inc | 0% | -0.10% | 减仓 |
| 35 | CVX | Chevron CORP | -0.1% | -1.62% | 减仓 |
| 36 | MRSH | Marsh & Mclennan Cos | -0.1% | +1.13% | 加仓 |
| 37 | MTD | Mettler-toledo International | -0.1% | -3.97% | 减仓 |
| 38 | TXN | Texas Instruments Inc | -0.2% | +1.62% | 加仓 |
| 39 | GEHC | GE Healthcare Technology | -0.3% | +6.83% | 加仓 |
| 40 | ECL | Ecolab Inc | -0.3% | -1.26% | 减仓 |
| 41 | BDX | Becton Dickinson And Co | -0.3% | -5.06% | 减仓 |
| 42 | JNJ | Johnson & Johnson | -0.4% | -1.62% | 减仓 |
| 43 | NKE | Nike Inc -cl B | -0.4% | -61.70% | 减仓 |
| 44 | RTX | Rtx CORP | -0.4% | -9.09% | 减仓 |
| 45 | AMAT | Applied Materials Inc | -0.4% | +6.17% | 加仓 |
| 46 | AMGN | Amgen Inc | -0.7% | -7.11% | 减仓 |
| 47 | NEE | Nextera Energy Inc | -0.9% | -12.58% | 减仓 |
| 48 | TMO | Thermo Fisher Scientific Inc | -1.1% | -16.94% | 减仓 |
| 49 | PEP | Pepsico Inc | -1.2% | -27.57% | 减仓 |
| 50 | UBER | Uber Technologies Inc | -2.2% | -74.71% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Avity Investment Management Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$15.7亿，共申报了 107 个公开持股仓位。
在 Q4 2024 季度，Avity Investment Management Inc. 按市值排列的前三大核心持股分别为：AAPL (6.6%)、AMZN (5.0%)、META (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.6% 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
CMG
市值: US$2860.0万
本季最大获利了结 / 清仓标的
GD
前期市值: US$27.5万
在 Q4 2024 季度中，Avity Investment Management Inc. 共进行了 47 项持仓异动，包含新建仓 3 个仓位、加仓 11 个仓位、减仓 30 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 CMG。 本季清仓仓位包含 GD。
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。