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: 0001831984
申报总市值
US$5.2亿
US$5.2亿
159 檔
27.5%
Q4 2024 季度申报显示，Beacon Bank & Trust 披露的美股组合总市值为 US$5.2亿，涵盖 159 个不同之权益投资仓位。
Beacon Bank & Trust 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 20 档持股的同时，亦同步清仓 2 档并减仓 22 档标的。
在资产配置集中度方面，Beacon Bank & Trust 的前 5 大核心持股（包含 SPY, JPST, IEFA 等）合计占整体申报市值的 27.5%，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 | 11.96% | +0.23% | -3.75% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.33% | -0.35% | +2.49% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.61% | -0.16% | +1.91% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.22% | +0.10% | +2.71% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 4.37% | -0.20% | -5.68% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.27% | -0.31% | +2.76% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.32% | +0.06% | -1.32% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.02% | +0.25% | -0.98% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.26% | -0.06% | +10.71% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.16% | — | +4.68% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.91% | +0.01% | +1.22% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.75% | -0.01% | -2.17% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.55% | -0.32% | -0.10% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.45% | -0.06% | -0.04% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.35% | -0.84% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.29% | -0.11% | +1.42% | |
| 17 | DHR | Danaher CORP | 股票-医疗保健 | 1.28% | -0.08% | -0.53% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.42% | +0.94% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.25% | -0.20% | -1.90% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.16% | -0.25% | +0.12% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.13% | -0.09% | — | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.12% | +0.04% | -1.04% | |
| 23 | CB | Chubb Limited | 股票-金融 | 1.01% | -0.09% | -1.35% | |
| 24 | OC | Owens Corning | 股票-工业 | 0.92% | +0.09% | -2.03% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.87% | -0.24% | EXIT | |
| 26 | UL | Unilever PLC | 股票-非周期性消费 | 0.87% | — | +1.35% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | -0.02% | -1.24% | |
| 28 | MET | Metlife Inc | 股票-金融 | 0.84% | +0.02% | -1.14% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | -0.15% | -11.36% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.79% | — | -0.31% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.78% | +0.21% | -2.07% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.76% | -0.14% | -1.32% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | -0.06% | +2.87% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.76% | +0.02% | +1.53% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.72% | +0.04% | +75.99% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 0.72% | — | -7.01% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.71% | -0.07% | +13.81% | |
| 38 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.64% | -0.15% | -4.79% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.64% | -0.05% | +5.29% | |
| 40 | CAT | Caterpillar Inc | 股票-工业 | 0.63% | +0.30% | -2.09% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | +0.08% | +0.94% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.58% | -0.01% | -1.05% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.56% | -0.04% | -2.19% | |
| 44 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.55% | -0.15% | +4.20% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.19% | +0.04% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.53% | +0.12% | +2.84% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.48% | +0.05% | +5.63% | |
| 48 | HON | Honeywell International Inc | 股票-工业 | 0.46% | -0.34% | EXIT | |
| 49 | FDX | Fedex CORP | 股票-工业 | 0.45% | -0.09% | -0.57% | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.45% | +0.03% | +39.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.1% | NEW | 新建仓 |
| 2 | AAPL | Apple Inc | +0.5% | +2.71% | 加仓 |
| 3 | XLRE | Ss Real Estate Select Sector | +0.4% | NEW | 新建仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | +4.68% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.98% | 减仓 |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +75.99% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +1.22% | 加仓 |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | +0.3% | +307.21% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.3% | -1.32% | 减仓 |
| 10 | TSLA | Tesla Inc | +0.2% | -7.01% | 减仓 |
| 11 | AVGO | Broadcom Inc | +0.2% | +39.82% | 加仓 |
| 12 | V | Visa Inc-class A Shares | +0.2% | -2.17% | 减仓 |
| 13 | WMT | Walmart Inc | +0.2% | -0.10% | 减仓 |
| 14 | VO | Vanguard Mid-cap ETF | +0.2% | NEW | 新建仓 |
| 15 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +10.71% | 加仓 |
| 16 | MA | Mastercard Inc - A | +0.1% | +55.01% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -0.84% | 减仓 |
| 18 | DIS | Walt Disney Co/the | +0.1% | +5.29% | 加仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +32.60% | 加仓 |
| 20 | GEV | GE Vernova Inc | +0.1% | +83.86% | 加仓 |
| 21 | CRM | Salesforce Inc | +0.1% | -2.19% | 减仓 |
| 22 | SYK | Stryker CORP | +0.1% | +13.81% | 加仓 |
| 23 | BAC | Bank Of America CORP | +0.1% | +1.53% | 加仓 |
| 24 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -1.04% | 减仓 |
| 25 | MS | Morgan Stanley | +0.1% | +17.56% | 加仓 |
| 26 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建仓 |
| 27 | NFLX | Netflix Inc | +0.1% | NEW | 新建仓 |
| 28 | BX | Blackstone Inc | +0.1% | NEW | 新建仓 |
| 29 | JPST | Jpmorgan Ultra-short Income | +0.1% | +2.49% | 加仓 |
| 30 | NKE | Nike Inc -cl B | -0.1% | -13.33% | 减仓 |
| 31 | IDV | Ishares International Select | -0.1% | -28.55% | 减仓 |
| 32 | LLY | Eli Lilly & Co | -0.1% | +0.94% | 加仓 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | +2.87% | 加仓 |
| 34 | UNP | Union Pacific CORP | -0.1% | -1.24% | 减仓 |
| 35 | IEMG | Ishares Core Msci Emerging | -0.1% | -2.07% | 减仓 |
| 36 | D | Dominion Energy Inc | -0.1% | -12.83% | 减仓 |
| 37 | VZ | Verizon Communications Inc | -0.1% | -4.79% | 减仓 |
| 38 | UL | Unilever PLC | -0.1% | +1.35% | 加仓 |
| 39 | XOM | Exxon Mobil CORP | -0.1% | +0.94% | 加仓 |
| 40 | MSTR | Strategy Inc | -0.1% | EXIT | 清仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -0.31% | 减仓 |
| 42 | NEE | Nextera Energy Inc | -0.2% | -1.32% | 减仓 |
| 43 | DOW | Dow Inc | -0.2% | -16.74% | 减仓 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -11.36% | 减仓 |
| 45 | DHR | Danaher CORP | -0.3% | -0.53% | 减仓 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -3.75% | 减仓 |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | -0.5% | -5.68% | 减仓 |
| 48 | AMT | American Tower CORP | -0.5% | -84.13% | 减仓 |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | +1.91% | 加仓 |
| 50 | BLKCHF | Blackrock Inc | -1.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Beacon Bank & Trust 在 Q4 2024 季度的美股持仓总市值约为 US$5.2亿，共申报了 159 个公开持股仓位。
在 Q4 2024 季度，Beacon Bank & Trust 按市值排列的前三大核心持股分别为：SPY (12.0%)、JPST (6.3%)、IEFA (5.6%)。其中最大持股仓位 SPY 占据整体投资组合约 12.0% 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
BLK
市值: US$484.9万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$472.3万
在 Q4 2024 季度中，Beacon Bank & Trust 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 20 个仓位、减仓 22 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。