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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001839122
申报总市值
US$4.4亿
US$4.4亿
78 檔
11.9%
Bouvel Investment Partners, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$4.4亿，分散于 78 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Bouvel Investment Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 23 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Bouvel Investment Partners, LLC 的前 5 大核心持股（包含 EVTR, BOND, NVDA 等）合计占整体申报市值的 11.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
IMCG
市值: US$461.3万
本季最大获利了结 / 清仓标的
EDV
前期市值: US$351.5万
| # | 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 | EVTR | Eaton Vance Total Return | ETF-其他 | 4.24% | -0.62% | -2.11% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.97% | -2.99% | -1.62% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.71% | -0.35% | +2.89% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.66% | -2.42% | EXIT | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.32% | -0.31% | +1.22% | |
| 6 | AXP | American Express Co | 股票-金融 | 3.14% | — | +1.40% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.03% | -1.11% | EXIT | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.48% | +1.73% | |
| 9 | MRVL | Marvell Technology Inc | 股票-科技 | 2.84% | +2.72% | +2.08% | |
| 10 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.70% | -0.65% | +2.91% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 2.38% | — | +1.09% | |
| 12 | INTU | Intuit Inc | 股票-科技 | 2.21% | — | +0.65% | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 2.11% | +0.78% | -0.75% | |
| 14 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 2.04% | — | -1.29% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.04% | +0.93% | +103.27% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.02% | -0.40% | +0.85% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.99% | -0.24% | -2.78% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.85% | +0.01% | +1.62% | |
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 1.79% | -0.14% | +1.76% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.66% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.64% | -0.09% | +1.12% | |
| 22 | HON | Honeywell International Inc | 股票-工业 | 1.50% | -1.81% | EXIT | |
| 23 | GE | General Electric | 股票-工业 | 1.48% | +0.02% | +0.99% | |
| 24 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.48% | -0.41% | +1.68% | |
| 25 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.42% | — | +2.00% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 1.38% | -0.26% | -1.13% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.36% | -0.09% | -2.75% | |
| 28 | SNPS | Synopsys Inc | 股票-科技 | 1.36% | — | -1.27% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.28% | -0.01% | -2.26% | |
| 30 | ADSK | Autodesk Inc | 股票-科技 | 1.28% | — | +0.53% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.24% | -0.02% | +35.20% | |
| 32 | SPSC | Sps Commerce Inc | 股票-科技 | 1.21% | — | +1.11% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 1.21% | — | +2.65% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 1.20% | -0.39% | +0.76% | |
| 35 | UBER | Uber Technologies Inc | 股票-工业 | 1.19% | — | +0.67% | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.18% | — | +78.54% | |
| 37 | ZS | Zscaler Inc | 股票-科技 | 1.14% | — | +1.39% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.09% | — | +1.05% | |
| 39 | TYL | Tyler Technologies Inc | 股票-科技 | 1.07% | -0.52% | EXIT | |
| 40 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 1.07% | -0.14% | -3.97% | |
| 41 | FSLR | First Solar Inc | 股票-科技 | 1.05% | -0.06% | +1.13% | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.04% | — | +1.14% | |
| 43 | TER | Teradyne Inc | 股票-科技 | 1.04% | -0.04% | +1.25% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.02% | -1.10% | EXIT | |
| 45 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.01% | +1.01% | -0.33% | |
| 46 | MTZ | Mastec Inc | 股票-工业 | 0.98% | +0.02% | +1.18% | |
| 47 | AVAV | Aerovironment Inc | 股票-工业 | 0.96% | +0.09% | +0.97% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.94% | — | -0.02% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.86% | — | -2.62% | |
| 50 | KTOS | Kratos Defense & Security | 股票-工业 | 0.82% | -0.38% | -2.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IMCG | Ishares Morningstar Mid-cap | +1.7% | NEW | 新建仓 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.4% | -2.63% | 减仓 |
| 3 | MINT | Pimco Enhanced Short Maturit | +1% | NEW | 新建仓 |
| 4 | MRVL | Marvell Technology Inc | +0.9% | +2.08% | 加仓 |
| 5 | JEPQ | JPM Nasdaq Equity Premium | +0.5% | +78.54% | 加仓 |
| 6 | SMCI | Super Micro Computer Inc | +0.5% | NEW | 新建仓 |
| 7 | MRCY | Mercury Systems Inc | +0.5% | NEW | 新建仓 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +1.22% | 加仓 |
| 9 | SYM | Symbotic Inc | +0.4% | NEW | 新建仓 |
| 10 | CRM | Salesforce Inc | +0.4% | +1.09% | 加仓 |
| 11 | TEM | Tempus Ai Inc-cl A | +0.4% | NEW | 新建仓 |
| 12 | SMR | Nuscale Power CORP | +0.4% | NEW | 新建仓 |
| 13 | NVDA | Nvidia CORP | +0.3% | +2.89% | 加仓 |
| 14 | DVY | Ishares Select Dividend ETF | +0.3% | +35.20% | 加仓 |
| 15 | AXP | American Express Co | +0.2% | +1.40% | 加仓 |
| 16 | MS | Morgan Stanley | +0.2% | +2.65% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.12% | 加仓 |
| 18 | DDOG | Datadog Inc - Class A | +0.2% | -0.33% | 减仓 |
| 19 | SHOP | Shopify Inc - Class A | +0.2% | +1.01% | 加仓 |
| 20 | GEV | GE Vernova Inc | +0.1% | +0.70% | 加仓 |
| 21 | BA | Boeing Co/the | +0.1% | -1.13% | 减仓 |
| 22 | JOBY | Joby Aviation, Inc. | +0.1% | +1.40% | 加仓 |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | +2.91% | 加仓 |
| 24 | SRTA | Strata Critical Medical Inc | +0.1% | -1.28% | 减仓 |
| 25 | XYZ | Block Inc | +0.1% | +1.26% | 加仓 |
| 26 | HUBS | Hubspot Inc | +0.1% | +2.03% | 加仓 |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +103.27% | 加仓 |
| 28 | HON | Honeywell International Inc | +0.1% | +1.37% | 加仓 |
| 29 | TTD | Trade Desk Inc/the -class A | +0.1% | +2.00% | 加仓 |
| 30 | CHPT | ChargePoint Holdings, Inc. | -0.2% | EXIT | 清仓 |
| 31 | SNCR | Synchronoss Technologies Inc | -0.2% | -0.46% | 减仓 |
| 32 | ADBE | Adobe Inc | -0.2% | -4.06% | 减仓 |
| 33 | GE | General Electric | -0.3% | +0.99% | 加仓 |
| 34 | MU | Micron Technology Inc | -0.3% | -0.02% | 减仓 |
| 35 | PLUG | Plug Power Inc | -0.3% | -96.04% | 减仓 |
| 36 | SABR | Sabre CORP | -0.3% | -95.97% | 减仓 |
| 37 | AVAV | Aerovironment Inc | -0.3% | +0.97% | 加仓 |
| 38 | LLY | Eli Lilly & Co | -0.3% | +1.62% | 加仓 |
| 39 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -1.20% | 减仓 |
| 40 | UBER | Uber Technologies Inc | -0.4% | +0.67% | 加仓 |
| 41 | AMD | Advanced Micro Devices | -0.4% | -2.62% | 减仓 |
| 42 | BOND | Pimco Active Bond Exchange-t | -0.4% | -1.62% | 减仓 |
| 43 | EVTR | Eaton Vance Total Return | -0.5% | -2.11% | 减仓 |
| 44 | OLED | Universal Display CORP | -0.5% | EXIT | 清仓 |
| 45 | THRM | Gentherm Inc | -0.5% | EXIT | 清仓 |
| 46 | FSLR | First Solar Inc | -0.5% | +1.13% | 加仓 |
| 47 | ENPH | Enphase Energy Inc | -0.6% | EXIT | 清仓 |
| 48 | ASPN | Aspen Aerogels Inc | -0.7% | -29.27% | 减仓 |
| 49 | BLV | Vanguard Long-term Bond ETF | -1.1% | EXIT | 清仓 |
| 50 | EDV | Vanguard Extended Dur Treas | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Bouvel Investment Partners, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$4.4亿，共申报了 78 个公开持股仓位。
在 Q4 2024 季度，Bouvel Investment Partners, LLC 按市值排列的前三大核心持股分别为：EVTR (4.2%)、BOND (4.0%)、NVDA (3.7%)。其中最大持股仓位 EVTR 占据整体投资组合约 4.2% 的权重。
在 Q4 2024 季度中，Bouvel Investment Partners, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 23 个仓位、减仓 14 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 IMCG。 本季清仓仓位包含 EDV。
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。
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。
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。