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: 0001964810
申报总市值
US$3.7亿
US$3.7亿
206 檔
26.5%
在 Q3 2024 的 13F 官方备案中，B.O.S.S. Retirement Advisors, LLC 管理的美股投资组合规模来到 US$3.7亿，整体持股档数为 206 档。
在 Q3 2024，B.O.S.S. Retirement Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 30 个既有持股进行加仓（合计增持 41 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，B.O.S.S. Retirement Advisors, LLC 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 26.5%，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 206 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 | 5.53% | -0.03% | +8.75% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.59% | +0.08% | +18.13% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.49% | +0.04% | +20.09% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.67% | +0.07% | +11.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.49% | +0.08% | +18.56% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.17% | +0.01% | +16.96% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.78% | -0.11% | +220.46% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.69% | +0.02% | -11.05% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.66% | +0.02% | — | |
| 10 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-其他 | 1.64% | +1.73% | NEW | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.63% | — | +74.80% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.52% | -0.19% | EXIT | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.44% | +0.04% | +15.03% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.44% | +0.01% | +11.60% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.42% | +0.02% | +12.07% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.38% | — | +42.24% | |
| 17 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-其他 | 1.31% | -1.14% | EXIT | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.27% | -0.02% | +18.48% | |
| 19 | ICE | Intercontinental Exchange In | 股票-金融 | 1.24% | — | +13.09% | |
| 20 | IEX | Idex CORP | 股票-工业 | 1.20% | — | +17.28% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.18% | +0.02% | +14.80% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.01% | -34.15% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.15% | — | +15.81% | |
| 24 | TSLA | Tesla Inc | 股票-周期性消费 | 1.11% | -0.09% | -19.52% | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 1.08% | -0.08% | +16.37% | |
| 26 | AFL | Aflac Inc | 股票-金融 | 1.08% | — | +12.89% | |
| 27 | T | At&t Inc | 股票-通信服务 | 1.07% | -0.08% | EXIT | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.07% | — | +18.66% | |
| 29 | SCHQ | Schwab Long-term US Treasury | ETF-政府公债 | 1.05% | — | — | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | +0.01% | +13.90% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | +0.07% | NEW | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.98% | — | +14.88% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.05% | +8.42% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.95% | +0.01% | +9.61% | |
| 35 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.95% | — | +6.63% | |
| 36 | EXC | Exelon CORP | 股票-公用事业 | 0.89% | — | +13.92% | |
| 37 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.88% | -0.02% | +14.41% | |
| 38 | CSX | Csx CORP | 股票-工业 | 0.83% | — | +11.90% | |
| 39 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.75% | — | +14.03% | |
| 40 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工业 | 0.75% | — | +11.67% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.73% | — | -16.11% | |
| 42 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.69% | — | +7.56% | |
| 43 | C | Citigroup Inc | 股票-金融 | 0.69% | — | +17.11% | |
| 44 | HON | Honeywell International Inc | 股票-工业 | 0.66% | — | +15.46% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | +0.06% | NEW | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.65% | -0.03% | -20.19% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | -0.46% | +224.50% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +0.10% | +12.19% | |
| 49 | MO | Altria Group Inc | 股票-非周期性消费 | 0.60% | — | +2.95% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.56% | +3.06% | +87.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | NEW | 新建仓 |
| 2 | SEPW | Alianzim US Eq Bfr20 Sep-usd | +1.3% | NEW | 新建仓 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | +220.46% | 加仓 |
| 4 | SCHQ | Schwab Long-term US Treasury | +1.1% | NEW | 新建仓 |
| 5 | MU | Micron Technology Inc | +0.5% | NEW | 新建仓 |
| 6 | VST | Vistra CORP | +0.5% | NEW | 新建仓 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.5% | +74.80% | 加仓 |
| 8 | QBER | Trueshares Quartly B Hdg ETF | +0.5% | NEW | 新建仓 |
| 9 | PHM | Pultegroup Inc | +0.5% | NEW | 新建仓 |
| 10 | COST | Costco Wholesale CORP | +0.4% | +224.50% | 加仓 |
| 11 | QBUL | Trueshare Qrt Bull Hdge ETF | +0.3% | NEW | 新建仓 |
| 12 | VXUS | Vanguard Total Intl Stock | +0.3% | +219.28% | 加仓 |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | +0.2% | +183.68% | 加仓 |
| 14 | AUGW | Alianzim US Eq Bfr20 Aug-usd | +0.2% | NEW | 新建仓 |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +87.39% | 加仓 |
| 16 | ✓ | Listed Fd Tr | +0.2% | NEW | 新建仓 |
| 17 | ✓ | Listed Fd Tr | +0.2% | NEW | 新建仓 |
| 18 | AFL | Aflac Inc | +0.1% | +12.89% | 加仓 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.96% | 加仓 |
| 20 | MCD | Mcdonald's CORP | +0.1% | +12.07% | 加仓 |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | +15.03% | 加仓 |
| 22 | ICE | Intercontinental Exchange In | +0.1% | +13.09% | 加仓 |
| 23 | SPGI | S&p Global Inc | +0.1% | +16.37% | 加仓 |
| 24 | HD | Home Depot Inc | +0.1% | +11.60% | 加仓 |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +18.48% | 加仓 |
| 26 | MRK | Merck & Co. Inc. | 0% | +42.24% | 加仓 |
| 27 | EXC | Exelon CORP | 0% | +13.92% | 加仓 |
| 28 | GS | Goldman Sachs Group Inc | 0% | +18.66% | 加仓 |
| 29 | JNJ | Johnson & Johnson | — | +13.90% | 加仓 |
| 30 | T | At&t Inc | 0% | +9.57% | 加仓 |
| 31 | ABBV | Abbvie Inc | 0% | +9.61% | 加仓 |
| 32 | IEX | Idex CORP | 0% | +17.28% | 加仓 |
| 33 | CSCO | Cisco Systems Inc | 0% | +8.42% | 加仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | +15.81% | 加仓 |
| 35 | DFAU | Dimensional US Core Equity M | -0.1% | +14.88% | 加仓 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | +18.91% | 加仓 |
| 37 | AAPL | Apple Inc | -0.3% | +8.75% | 加仓 |
| 38 | NVDA | Nvidia CORP | -0.3% | +20.09% | 加仓 |
| 39 | CMA | Comerica Inc | -0.4% | -58.66% | 减仓 |
| 40 | CVX | Chevron CORP | -0.4% | -20.19% | 减仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.4% | +18.56% | 加仓 |
| 42 | AMZN | Amazon.com Inc | -0.5% | +11.30% | 加仓 |
| 43 | FLAO | Allianzim US 6m Fl5 Apr-oct | -0.5% | EXIT | 清仓 |
| 44 | MSFT | Microsoft CORP | -0.5% | +18.13% | 加仓 |
| 45 | A | Agilent Technologies Inc | -0.6% | -58.05% | 减仓 |
| 46 | DIS | Walt Disney Co/the | -0.6% | EXIT | 清仓 |
| 47 | QRVO | Qorvo Inc | -0.9% | EXIT | 清仓 |
| 48 | PLD | Prologis Inc | -0.9% | EXIT | 清仓 |
| 49 | CMCSA | Comcast Corp-class A | -0.9% | -90.05% | 减仓 |
| 50 | JPM | Jpmorgan Chase & Co | -1% | -34.15% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，B.O.S.S. Retirement Advisors, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.7亿，共申报了 206 个公开持股仓位。
在 Q3 2024 季度，B.O.S.S. Retirement Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (5.5%)、MSFT (4.6%)、NVDA (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.5% 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。
本季最大新建仓标的
AVGO
市值: US$826.4万
本季最大获利了结 / 清仓标的
PLD
前期市值: US$343.8万
在 Q3 2024 季度中，B.O.S.S. Retirement Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 30 个仓位、减仓 5 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 AVGO。 本季清仓仓位包含 PLD。
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。