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
151 檔
13.3%
截至 Q2 2024 季度末，Beacon Investment Advisors LLC 的美股持仓估值约为 US$3.2亿，全数申报仓位共有 151 档。
在 Q2 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 MSFT, BRK-B, AAPL 等）合计占整体申报市值的 13.3%，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 | MSFT | Microsoft CORP | 股票-科技 | 6.37% | -0.65% | +19.79% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.46% | -0.63% | +10.78% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.03% | -0.19% | +0.51% | |
| 4 | CSTM | Constellium SE | 股票-其他 | 2.93% | +0.24% | +12.44% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 2.85% | +3.81% | +0.74% | |
| 6 | INTU | Intuit Inc | 股票-科技 | 2.73% | -0.79% | -1.54% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.61% | -0.48% | +0.12% | |
| 8 | DE | Deere & Co | 股票-工业 | 2.08% | -0.12% | +0.19% | |
| 9 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.88% | -0.25% | +0.52% | |
| 10 | GNRC | Generac Holdings Inc | 股票-工业 | 1.78% | +0.54% | +0.10% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.70% | -0.04% | +22.05% | |
| 12 | NVR | Nvr Inc | 股票-周期性消费 | 1.68% | -0.15% | +13.61% | |
| 13 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.66% | -0.09% | +0.29% | |
| 14 | RHP | Ryman Hospitality Properties | 股票-房地产 | 1.54% | +0.17% | +0.61% | |
| 15 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工业 | 1.50% | -0.09% | +0.39% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 1.50% | -0.44% | +12.19% | |
| 17 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.32% | -0.24% | +0.03% | |
| 18 | FDX | Fedex CORP | 股票-工业 | 1.31% | -0.32% | +41.52% | |
| 19 | VLO | Valero Energy CORP | 股票-能源 | 1.30% | -0.19% | +0.76% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.27% | +0.40% | +10.12% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.25% | -0.41% | +0.50% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工业 | 1.12% | -0.06% | +34.44% | |
| 23 | AXP | American Express Co | 股票-金融 | 1.10% | +0.02% | — | |
| 24 | OBDC | Blue Owl Capital CORP | 股票-金融 | 1.05% | -0.12% | +1.05% | |
| 25 | GHC | Graham Holdings Co-class B | 股票-工业 | 1.04% | -0.12% | -1.66% | |
| 26 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.95% | +0.21% | -0.85% | |
| 27 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.94% | -0.03% | +0.34% | |
| 28 | CTRA | Coterra Energy Inc | 股票-能源 | 0.91% | -0.21% | EXIT | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.90% | +1.14% | — | |
| 30 | LHX | L3harris Technologies Inc | 股票-工业 | 0.87% | -0.30% | +65.23% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | +0.04% | +0.19% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.87% | +0.08% | — | |
| 33 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.85% | -0.12% | +5.41% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.82% | +0.34% | +1.09% | |
| 35 | BAX | Baxter International Inc | 股票-医疗保健 | 0.82% | — | +53.62% | |
| 36 | RWT | Redwood Trust Inc | 股票-其他 | 0.82% | -0.15% | +8.58% | |
| 37 | HON | Honeywell International Inc | 股票-工业 | 0.82% | -0.65% | EXIT | |
| 38 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.81% | -0.08% | +1.53% | |
| 39 | SYY | Sysco CORP | 股票-非周期性消费 | 0.81% | -0.01% | +0.13% | |
| 40 | CMI | Cummins Inc | 股票-工业 | 0.78% | +0.01% | +168.78% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.76% | -0.05% | +0.98% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | -0.07% | -0.17% | |
| 43 | TWI | Titan International Inc | 股票-其他 | 0.72% | -0.04% | +22.35% | |
| 44 | GDEN | Golden Entertainment Inc | 股票-其他 | 0.71% | -0.45% | EXIT | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.06% | +204.86% | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.68% | -0.15% | +74.80% | |
| 47 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.68% | -0.23% | +0.10% | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.66% | -0.12% | +0.30% | |
| 49 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.64% | -0.03% | -1.77% | |
| 50 | GIS | General Mills Inc | 股票-非周期性消费 | 0.63% | -0.07% | +26.20% |
根据 SEC 官方 Form 13F 申报备案，Beacon Investment Advisors LLC 在 Q2 2024 季度的美股持仓总市值约为 US$3.2亿，共申报了 151 个公开持股仓位。
在 Q2 2024 季度，Beacon Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (6.4%)、BRK-B (5.5%)、AAPL (4.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.4% 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 Q2 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。