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: 0001654599
申报总市值
US$26.9亿
US$26.9亿
262 檔
16.3%
Q2 2024 季度申报显示，Beacon Investment Advisory Services, Inc. 披露的美股组合总市值为 US$26.9亿，涵盖 262 个不同之权益投资仓位。
在 Q2 2024 期间，Beacon Investment Advisory Services, Inc. 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 Advisory Services, Inc. 的前 5 大核心持股（包含 VTI, IJR, DXCM 等）合计占整体申报市值的 16.3%，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 262 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.57% | +0.24% | +0.31% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.81% | +0.96% | +13.86% | |
| 3 | DXCM | Dexcom Inc | 股票-医疗保健 | 3.43% | -0.05% | -5.17% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.30% | +0.51% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.92% | — | -0.56% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.78% | -0.62% | -2.39% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.51% | -0.29% | +0.73% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.44% | -0.28% | +1.11% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.35% | -0.38% | -0.26% | |
| 10 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.98% | -0.66% | -0.83% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 1.96% | -0.04% | -4.95% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.88% | +0.03% | -4.74% | |
| 13 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.86% | -0.28% | -5.03% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.82% | +0.16% | +0.89% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | +0.04% | +778.19% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 1.73% | -0.10% | -4.78% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.73% | +1.54% | -1.31% | |
| 18 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.72% | -0.07% | +2.76% | |
| 19 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.68% | -0.07% | -3.95% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.59% | -0.05% | +1.95% | |
| 21 | PODD | Insulet CORP | 股票-医疗保健 | 1.44% | -0.25% | -4.83% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.36% | +0.01% | -1.48% | |
| 23 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.36% | -0.19% | +0.69% | |
| 24 | ITW | Illinois Tool Works | 股票-工业 | 1.36% | -0.03% | +13.15% | |
| 25 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.30% | -0.21% | -2.65% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.29% | +0.23% | +8.47% | |
| 27 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.22% | -0.29% | +2.24% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.18% | -0.20% | +1.45% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 1.17% | -0.47% | -18.55% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 1.09% | -0.08% | +1.56% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 1.06% | — | +1.62% | |
| 32 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.06% | -0.01% | +108.24% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.04% | -0.08% | -0.25% | |
| 34 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.04% | -0.26% | +1.99% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 1.01% | +0.90% | +2.28% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.97% | +0.15% | +1.25% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.96% | -0.17% | +1.94% | |
| 38 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.92% | -0.77% | +1.43% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | -0.08% | -6.02% | |
| 40 | HON | Honeywell International Inc | 股票-工业 | 0.89% | -0.74% | EXIT | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.86% | -0.01% | -4.13% | |
| 42 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.85% | -0.01% | +2.97% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.83% | -0.08% | +7.13% | |
| 44 | NVR | Nvr Inc | 股票-周期性消费 | 0.76% | -0.06% | +2.11% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.74% | +0.08% | +1.18% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | +0.04% | -3.96% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.73% | +0.85% | +2.68% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | -0.02% | -1.10% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.67% | -1.21% | +1.41% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.62% | -0.01% | -4.65% |
根据 SEC 官方 Form 13F 申报备案，Beacon Investment Advisory Services, Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$26.9亿，共申报了 262 个公开持股仓位。
在 Q2 2024 季度，Beacon Investment Advisory Services, Inc. 按市值排列的前三大核心持股分别为：VTI (5.6%)、IJR (3.8%)、DXCM (3.4%)。其中最大持股仓位 VTI 占据整体投资组合约 5.6% 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。
在 Q2 2024 季度中，Beacon Investment Advisory Services, Inc. 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。