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: 0001961635
申报总市值
US$3.2亿
US$3.2亿
133 檔
11.8%
Q1 2024 季度申报显示，Beacon Investment Advisors LLC 披露的美股组合总市值为 US$3.2亿，涵盖 133 个不同之权益投资仓位。
在 Q1 2024 期间，Beacon Investment Advisors LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Beacon Investment Advisors LLC 的前 5 大核心持股（包含 BRK-B, MSFT, AAPL 等）合计占整体申报市值的 11.8%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.68% | -0.63% | +0.80% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.57% | -0.65% | +1.19% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.64% | -0.19% | +0.14% | |
| 4 | CSTM | Constellium SE | 股票-其他 | 3.40% | +0.24% | +1.30% | |
| 5 | INTU | Intuit Inc | 股票-科技 | 3.06% | -0.79% | +0.38% | |
| 6 | AMAT | Applied Materials Inc | 股票-科技 | 2.76% | +3.81% | +4.28% | |
| 7 | DE | Deere & Co | 股票-工业 | 2.55% | -0.12% | +3.14% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.50% | -0.48% | +1.13% | |
| 9 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工业 | 2.09% | -0.09% | +2.11% | |
| 10 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 2.03% | -0.09% | +0.64% | |
| 11 | RHP | Ryman Hospitality Properties | 股票-房地产 | 1.97% | +0.17% | +0.32% | |
| 12 | GNRC | Generac Holdings Inc | 股票-工业 | 1.89% | +0.54% | +1.42% | |
| 13 | NVR | Nvr Inc | 股票-周期性消费 | 1.76% | -0.15% | +2.96% | |
| 14 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.74% | -0.25% | — | |
| 15 | VLO | Valero Energy CORP | 股票-能源 | 1.57% | -0.19% | +3.44% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 1.52% | -0.04% | +0.19% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.48% | -0.04% | -0.02% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工业 | 1.45% | -0.44% | +0.81% | |
| 19 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.39% | -0.24% | +1.23% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.40% | +0.66% | |
| 21 | GHC | Graham Holdings Co-class B | 股票-工业 | 1.30% | -0.12% | +0.17% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.23% | -0.41% | +208.04% | |
| 23 | AXP | American Express Co | 股票-金融 | 1.21% | +0.02% | — | |
| 24 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.16% | -0.03% | +1.72% | |
| 25 | OBDC | Blue Owl Capital CORP | 股票-金融 | 1.16% | -0.12% | +7.47% | |
| 26 | TWI | Titan International Inc | 股票-其他 | 1.10% | -0.04% | +0.02% | |
| 27 | CTRA | Coterra Energy Inc | 股票-能源 | 1.06% | -0.21% | EXIT | |
| 28 | SYY | Sysco CORP | 股票-非周期性消费 | 1.03% | -0.01% | -9.83% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 1.01% | -0.06% | +1.92% | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 1.00% | +0.34% | +5.67% | |
| 31 | FDX | Fedex CORP | 股票-工业 | 1.00% | -0.32% | +5.19% | |
| 32 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.94% | -0.12% | +6.81% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.94% | -0.05% | -7.04% | |
| 34 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.93% | +0.21% | -2.30% | |
| 35 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.93% | -0.08% | — | |
| 36 | GDEN | Golden Entertainment Inc | 股票-其他 | 0.93% | -0.45% | EXIT | |
| 37 | HON | Honeywell International Inc | 股票-工业 | 0.90% | -0.65% | EXIT | |
| 38 | RWT | Redwood Trust Inc | 股票-其他 | 0.82% | -0.15% | -0.15% | |
| 39 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.81% | -0.03% | -1.44% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | +0.04% | -0.67% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | -0.07% | +0.09% | |
| 42 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 0.79% | +0.03% | +3.89% | |
| 43 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.77% | -0.05% | +115.56% | |
| 44 | FFIV | F5 Inc | 股票-科技 | 0.77% | +0.11% | — | |
| 45 | BAX | Baxter International Inc | 股票-医疗保健 | 0.76% | — | -0.16% | |
| 46 | ENB | Enbridge Inc | 股票-能源 | 0.74% | -0.12% | +6.84% | |
| 47 | BKE | Buckle Inc/the | 股票-其他 | 0.72% | -0.19% | +22.87% | |
| 48 | FERG | Ferguson Enterprises Inc. | 股票-工业 | 0.71% | — | — | |
| 49 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.68% | -0.23% | +3.34% | |
| 50 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.67% | +0.01% | +4.16% |
根据 SEC 官方 Form 13F 申报备案，Beacon Investment Advisors LLC 在 Q1 2024 季度的美股持仓总市值约为 US$3.2亿，共申报了 133 个公开持股仓位。
在 Q1 2024 季度，Beacon Investment Advisors LLC 按市值排列的前三大核心持股分别为：BRK-B (5.7%)、MSFT (5.6%)、AAPL (3.6%)。其中最大持股仓位 BRK-B 占据整体投资组合约 5.7% 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。
在 Q1 2024 季度中，Beacon Investment Advisors LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。