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
254 檔
16.8%
Beacon Investment Advisory Services, Inc. 在 Q3 2024 季度的美股仓位总计估值为 US$26.9亿，分散于 254 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Beacon Investment Advisory Services, Inc. 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 23 档、减仓 27 档与清仓 0 档），整体投资组合架构维持相对稳定。
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, AAPL 等）合计占整体申报市值的 16.8%，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 254 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 | 5.68% | +0.24% | -0.70% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.12% | +0.96% | +1.60% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.11% | — | -0.62% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 3.00% | -0.62% | -0.76% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -0.30% | +1.03% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.52% | -0.29% | +0.99% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.44% | -0.28% | +0.97% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.36% | -0.38% | -0.38% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.14% | -0.66% | -1.53% | |
| 10 | DXCM | Dexcom Inc | 股票-医疗保健 | 1.92% | -0.05% | -2.38% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 1.88% | -0.04% | -1.85% | |
| 12 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.82% | -0.28% | -2.45% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.82% | -0.10% | -2.93% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.78% | +0.04% | +4.48% | |
| 15 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.76% | -0.07% | -0.44% | |
| 16 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.70% | -0.07% | -2.59% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.66% | +1.54% | -1.86% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.60% | +0.16% | -0.50% | |
| 19 | PODD | Insulet CORP | 股票-医疗保健 | 1.57% | -0.25% | -2.38% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.53% | -0.05% | -0.08% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.49% | +0.03% | -1.64% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.46% | -0.19% | +0.14% | |
| 23 | ITW | Illinois Tool Works | 股票-工业 | 1.44% | -0.03% | -0.76% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.40% | +0.23% | +5.27% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.40% | +0.01% | +0.56% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.32% | -0.47% | -0.87% | |
| 27 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.29% | -0.21% | -1.29% | |
| 28 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.19% | -0.29% | +0.73% | |
| 29 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.17% | -0.01% | +0.81% | |
| 30 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.13% | -0.77% | -0.57% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 1.11% | — | -0.85% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 1.08% | -0.20% | -0.04% | |
| 33 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.06% | -0.26% | -0.97% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.04% | -0.08% | +3.20% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 1.03% | -0.17% | +3.79% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 1.01% | +0.15% | +0.43% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.97% | -0.08% | -1.30% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | -0.08% | -2.67% | |
| 39 | NVR | Nvr Inc | 股票-周期性消费 | 0.95% | -0.06% | +0.17% | |
| 40 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.93% | -0.01% | +1.03% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.91% | -0.01% | -1.61% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | -0.08% | +7.98% | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.84% | +0.90% | +0.55% | |
| 44 | HON | Honeywell International Inc | 股票-工业 | 0.80% | -0.74% | EXIT | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.76% | +0.04% | +892.83% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.74% | +0.08% | +4.76% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.72% | +0.85% | +0.97% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | -1.21% | +1.87% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | -0.01% | +9.83% | |
| 50 | ETN | Eaton Corporation plc | 股票-工业 | 0.64% | +0.04% | +1.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +0.3% | +1.60% | 加仓 |
| 2 | MA | Mastercard Inc - A | +0.2% | -0.76% | 减仓 |
| 3 | SHW | Sherwin-williams Co/the | +0.2% | -0.57% | 减仓 |
| 4 | AAPL | Apple Inc | +0.2% | -0.62% | 减仓 |
| 5 | NVR | Nvr Inc | +0.2% | +0.17% | 加仓 |
| 6 | IAU | Ishares Gold Trust | +0.2% | -1.53% | 减仓 |
| 7 | HD | Home Depot Inc | +0.2% | -0.87% | 减仓 |
| 8 | PODD | Insulet CORP | +0.1% | -2.38% | 减仓 |
| 9 | FTNT | Fortinet Inc | +0.1% | +5.36% | 加仓 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.70% | 减仓 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.27% | 加仓 |
| 12 | ZTS | Zoetis Inc | +0.1% | +0.81% | 加仓 |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | +0.14% | 加仓 |
| 14 | DHR | Danaher CORP | +0.1% | -2.93% | 减仓 |
| 15 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +9.83% | 加仓 |
| 16 | ITW | Illinois Tool Works | +0.1% | -0.76% | 减仓 |
| 17 | TTD | Trade Desk Inc/the -class A | +0.1% | +1.03% | 加仓 |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | +7.98% | 加仓 |
| 19 | JEF | Jefferies Financial Group In | +0.1% | +2.20% | 加仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +23.10% | 加仓 |
| 21 | SYK | Stryker CORP | +0.1% | +3.79% | 加仓 |
| 22 | ABBV | Abbvie Inc | +0.1% | +2.06% | 加仓 |
| 23 | RTX | Rtx CORP | +0.1% | -1.37% | 减仓 |
| 24 | APO | Apollo Global Management Inc | +0.1% | +142.13% | 加仓 |
| 25 | JMST | JPM Ultra-short Muni Income | +0.1% | +39.91% | 加仓 |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.61% | 减仓 |
| 27 | UNP | Union Pacific CORP | +0.1% | -0.85% | 减仓 |
| 28 | JNJ | Johnson & Johnson | +0.1% | -2.67% | 减仓 |
| 29 | UNH | Unitedhealth Group Inc | +0.1% | -1.20% | 减仓 |
| 30 | CAT | Caterpillar Inc | +0.1% | +3.70% | 加仓 |
| 31 | BKNG | Booking Holdings Inc | 0% | -0.44% | 减仓 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +0.56% | 加仓 |
| 33 | MS | Morgan Stanley | 0% | +0.43% | 加仓 |
| 34 | NOC | Northrop Grumman CORP | 0% | -3.33% | 减仓 |
| 35 | MTD | Mettler-toledo International | 0% | -2.59% | 减仓 |
| 36 | TJX | Tjx Companies Inc | 0% | -0.97% | 减仓 |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +0.99% | 加仓 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -0.38% | 减仓 |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | — | +0.97% | 加仓 |
| 40 | BF-B | Brown-forman Corp-class B | -0.1% | -30.02% | 减仓 |
| 41 | HON | Honeywell International Inc | -0.1% | -3.54% | 减仓 |
| 42 | INTU | Intuit Inc | -0.1% | -0.04% | 减仓 |
| 43 | QCOM | Qualcomm Inc | -0.1% | +1.60% | 加仓 |
| 44 | ADBE | Adobe Inc | -0.1% | -1.30% | 减仓 |
| 45 | EW | Edwards Lifesciences CORP | -0.1% | -25.69% | 减仓 |
| 46 | AMAT | Applied Materials Inc | -0.2% | +0.55% | 加仓 |
| 47 | MSFT | Microsoft CORP | -0.2% | +1.03% | 加仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.50% | 减仓 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -1.64% | 减仓 |
| 50 | DXCM | Dexcom Inc | -1.5% | -2.38% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Beacon Investment Advisory Services, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$26.9亿，共申报了 254 个公开持股仓位。
在 Q3 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 (5.7%)、IJR (4.1%)、AAPL (3.1%)。其中最大持股仓位 VTI 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。
本季最大获利了结 / 清仓标的
VTI
前期市值: US$1.3亿
在 Q3 2024 季度中，Beacon Investment Advisory Services, Inc. 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 23 个仓位、减仓 27 个仓位以及清仓 0 个仓位。
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。