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: 0002007263
申报总市值
US$2.8亿
US$2.8亿
160 檔
19.7%
Q4 2024 季度申报显示，BKM Wealth Management, LLC 披露的美股组合总市值为 US$2.8亿，涵盖 160 个不同之权益投资仓位。
在 Q4 2024 期间，BKM Wealth Management, 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，BKM Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, IVE, MSFT 等）合计占整体申报市值的 19.7%，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 | AAPL | Apple Inc | 股票-科技 | 5.13% | +0.36% | +9.85% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 5.04% | -0.07% | -0.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.64% | +0.05% | +8.81% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.23% | +0.37% | -1.94% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.83% | -0.19% | +2.01% | |
| 6 | DEUS | Xtrackers Russell US Multi | ETF-其他 | 3.39% | +0.02% | -2.26% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.20% | +0.12% | +11.06% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.14% | +0.04% | -1.41% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.93% | +0.10% | -3.05% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.75% | +0.08% | -1.17% | |
| 11 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-其他 | 1.66% | — | +3.95% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.64% | +0.08% | -0.93% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | +0.34% | +6.09% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.60% | -0.04% | -0.58% | |
| 15 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 1.58% | -0.08% | +1.24% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 1.48% | -0.10% | — | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.43% | -0.15% | -0.89% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.28% | +0.13% | -1.02% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.23% | — | +8.30% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | +0.31% | +36.29% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.16% | -0.45% | EXIT | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 1.15% | -0.35% | -1.25% | |
| 23 | ADI | Analog Devices Inc | 股票-科技 | 1.04% | +0.27% | +10.02% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.02% | -0.03% | -1.14% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.01% | -0.01% | +1.71% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.94% | -0.01% | +296.91% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.94% | -0.11% | +454.84% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.92% | -0.18% | -4.25% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.90% | -0.68% | -2.26% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.32% | +1.48% | |
| 31 | LIN | Linde plc | 股票-原材料 | 0.86% | -0.09% | +3.75% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.85% | +0.03% | +0.63% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.83% | +0.01% | +4.69% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | -0.04% | -6.36% | |
| 35 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.82% | +0.03% | +11.65% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.77% | +0.02% | -1.18% | |
| 37 | AMGN | Amgen Inc | 股票-医疗保健 | 0.75% | -0.08% | +6.92% | |
| 38 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.74% | -0.38% | +6.03% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.73% | +0.12% | -6.35% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.73% | -0.10% | +2.93% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.70% | +0.03% | +17.41% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | +0.02% | +0.36% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.68% | +0.45% | +5.97% | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.68% | -0.14% | -3.58% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.67% | -0.06% | — | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.67% | +0.02% | +6.95% | |
| 47 | NSC | Norfolk Southern CORP | 股票-工业 | 0.66% | — | -0.84% | |
| 48 | EMR | Emerson Electric Co | 股票-工业 | 0.64% | -0.09% | +17.29% | |
| 49 | GWW | Ww Grainger Inc | 股票-工业 | 0.63% | +0.37% | +1.31% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.62% | +0.05% | -5.29% |
根据 SEC 官方 Form 13F 申报备案，BKM Wealth Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$2.8亿，共申报了 160 个公开持股仓位。
在 Q4 2024 季度，BKM Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (5.1%)、IVE (5.0%)、MSFT (4.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.1% 的权重。
在 Q4 2024 季度中，BKM Wealth Management, 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。
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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。
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。