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: 0002010786
申报总市值
US$2.2亿
US$2.2亿
93 檔
14.9%
在 Q4 2024 申报期间，Boomfish Wealth Group, LLC（CIK: 0002010786）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.2亿，共持有 93 个公开申报仓位。
在 Q4 2024 期间，Boomfish Wealth Group, 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，Boomfish Wealth Group, LLC 的前 5 大核心持股（包含 BIL, MOAT, AGG 等）合计占整体申报市值的 14.9%，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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 6.11% | -1.99% | +40.11% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.96% | -0.38% | +0.78% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.88% | -0.65% | +46.54% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 2.49% | -0.35% | +28.34% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.38% | +0.83% | -4.13% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.21% | +0.97% | -1.27% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | +1.02% | +2.16% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.99% | +0.39% | -3.72% | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 1.94% | -0.28% | -6.84% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 1.93% | +0.30% | — | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.93% | +0.87% | +0.12% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 1.80% | -0.36% | -4.52% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.78% | +0.15% | +94.50% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.76% | -0.02% | +1.52% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.76% | -0.09% | +0.73% | |
| 16 | FTNT | Fortinet Inc | 股票-科技 | 1.71% | -0.30% | -8.17% | |
| 17 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.68% | +0.15% | -9.12% | |
| 18 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.61% | -0.32% | +0.58% | |
| 19 | TER | Teradyne Inc | 股票-科技 | 1.55% | — | +16.69% | |
| 20 | ICE | Intercontinental Exchange In | 股票-金融 | 1.51% | -0.35% | -3.92% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 1.50% | +1.07% | +11.93% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 1.46% | -0.42% | +4.74% | |
| 23 | WDAY | Workday Inc-class A | 股票-科技 | 1.46% | -0.29% | -2.23% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.45% | -0.25% | +14.42% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.45% | +0.09% | +3.48% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 1.45% | +0.58% | +18.27% | |
| 27 | ASML | ASML Holding N.V. | 股票-科技 | 1.45% | +0.18% | +19.94% | |
| 28 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.44% | -0.21% | -1.65% | |
| 29 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.41% | +0.06% | +3.17% | |
| 30 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 1.36% | -0.13% | +0.30% | |
| 31 | MCHP | Microchip Technology Inc | 股票-科技 | 1.35% | -0.26% | +36.11% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 1.34% | +0.22% | -0.09% | |
| 33 | CSGP | Costar Group Inc | 股票-房地产 | 1.31% | — | +4.04% | |
| 34 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.27% | -0.08% | +4.40% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 1.25% | — | +5.06% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.24% | -0.29% | +5.56% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | +0.03% | +2.97% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | -0.50% | +6.71% | |
| 39 | ACN | Accenture plc | 股票-科技 | 1.02% | -0.30% | +0.04% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 1.01% | -0.20% | +1.62% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 1.00% | -0.01% | -1.20% | |
| 42 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.97% | -0.16% | -0.29% | |
| 43 | HON | Honeywell International Inc | 股票-工业 | 0.97% | -0.96% | EXIT | |
| 44 | ENB | Enbridge Inc | 股票-能源 | 0.97% | -0.17% | +0.85% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.95% | -0.06% | +10.66% | |
| 46 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.93% | — | -0.38% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.23% | +17.38% | |
| 48 | PAYX | Paychex Inc | 股票-科技 | 0.91% | -0.14% | +2.29% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.91% | -0.23% | +7.97% | |
| 50 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.89% | -0.22% | +14.19% |
根据 SEC 官方 Form 13F 申报备案，Boomfish Wealth Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 93 个公开持股仓位。
在 Q4 2024 季度，Boomfish Wealth Group, LLC 按市值排列的前三大核心持股分别为：BIL (6.1%)、MOAT (5.0%)、AGG (3.9%)。其中最大持股仓位 BIL 占据整体投资组合约 6.1% 的权重。
在 Q4 2024 季度中，Boomfish Wealth Group, 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。