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: 0001971456
申报总市值
US$3.5亿
US$3.5亿
117 檔
19.7%
在 Q1 2024 申报期间，Brady Family Wealth, LLC（CIK: 0001971456）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$3.5亿，共持有 117 个公开申报仓位。
在 Q1 2024 期间，Brady Family Wealth, 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，Brady Family Wealth, LLC 的前 5 大核心持股（包含 AAPL, MSFT, LOW 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 | 6.37% | +0.15% | -3.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.21% | -0.29% | +0.87% | |
| 3 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 3.45% | -0.42% | +0.91% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.28% | +0.65% | +2.37% | |
| 5 | SYK | Stryker CORP | 股票-医疗保健 | 2.78% | -0.20% | -4.17% | |
| 6 | ACN | Accenture plc | 股票-科技 | 2.62% | -0.69% | +1.89% | |
| 7 | BLKCHF | Blackrock Inc | 股票-其他 | 2.61% | — | -5.18% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.31% | +0.09% | +1.15% | |
| 9 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.27% | -0.39% | +1.09% | |
| 10 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.26% | -0.33% | +4.02% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.01% | -0.18% | -4.21% | |
| 12 | PSX | Phillips 66 | 股票-能源 | 1.96% | -0.34% | -2.45% | |
| 13 | BR | Broadridge Financial Solutio | 股票-科技 | 1.92% | -0.41% | -1.26% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.90% | -0.21% | -2.42% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 1.90% | +0.64% | +4.30% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.88% | -0.07% | +1.93% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.85% | +0.50% | +25.57% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.82% | +0.03% | +3.65% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.79% | +0.74% | +3.70% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 1.76% | +0.23% | +4.23% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 1.67% | -0.14% | EXIT | |
| 22 | AMGN | Amgen Inc | 股票-医疗保健 | 1.66% | -0.10% | +1.12% | |
| 23 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.64% | -0.01% | +8.89% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.55% | +0.14% | +2.88% | |
| 25 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.55% | — | +10.51% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.51% | -0.16% | +2.12% | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 1.48% | -0.04% | +1.63% | |
| 28 | UPS | United Parcel Service-cl B | 股票-工业 | 1.32% | — | +9.73% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.26% | -0.23% | +2.15% | |
| 30 | GD | General Dynamics CORP | 股票-工业 | 1.26% | -0.04% | -1.21% | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.25% | -0.24% | +0.73% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.25% | -0.06% | +6.05% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.21% | +0.02% | +8.51% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.20% | -0.13% | -0.26% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.15% | — | +1.11% | |
| 36 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.11% | -0.06% | +5.38% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 1.10% | -0.15% | +0.72% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 1.06% | -0.08% | +2.15% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 1.05% | -0.20% | +2.29% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.02% | +0.04% | +0.59% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | +0.16% | +0.89% | |
| 42 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.84% | — | +0.24% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.84% | +0.02% | +399.55% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | +0.06% | -0.32% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.72% | -0.01% | +5.36% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.18% | -2.93% | |
| 47 | AFL | Aflac Inc | 股票-金融 | 0.62% | -0.01% | -0.84% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.27% | -17.93% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | +0.05% | +0.00% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.53% | +0.04% | +0.04% |
根据 SEC 官方 Form 13F 申报备案，Brady Family Wealth, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$3.5亿，共申报了 117 个公开持股仓位。
在 Q1 2024 季度，Brady Family Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (6.4%)、MSFT (6.2%)、LOW (3.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.4% 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 Q1 2024 季度中，Brady Family Wealth, 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。
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。