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: 0001710477
申报总市值
US$14.8亿
US$14.8亿
145 檔
14.0%
Q1 2024 季度申报显示，Cantor Fitzgerald Investment Advisors L.p. 披露的美股组合总市值为 US$14.8亿，涵盖 145 个不同之权益投资仓位。
在 Q1 2024 期间，Cantor Fitzgerald Investment Advisors L.p. 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，Cantor Fitzgerald Investment Advisors L.p. 的前 5 大核心持股（包含 VOO, IEI, AVGO 等）合计占整体申报市值的 14.0%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.72% | +0.10% | -3.02% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 3.51% | -0.27% | -0.72% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.82% | +0.02% | -1.59% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.82% | -0.36% | -0.69% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.52% | +0.31% | -1.49% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.27% | +0.16% | -2.39% | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 2.03% | +0.60% | -25.69% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.82% | -0.79% | -2.59% | |
| 9 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.81% | -0.02% | -2.75% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 1.79% | -0.01% | -2.16% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.78% | +0.02% | -1.32% | |
| 12 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.72% | -0.17% | -1.85% | |
| 13 | COP | Conocophillips | 股票-能源 | 1.69% | -0.35% | -2.42% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.68% | — | -24.39% | |
| 15 | SHEL | Shell Plc-adr | 股票-能源 | 1.67% | -0.15% | -2.28% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.66% | -0.77% | -2.18% | |
| 17 | EMR | Emerson Electric Co | 股票-工业 | 1.65% | +0.02% | -2.73% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.64% | -0.06% | -2.36% | |
| 19 | TPR | Tapestry Inc | 股票-周期性消费 | 1.63% | — | -1.53% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.59% | -0.06% | -2.32% | |
| 21 | PRU | Prudential Financial Inc | 股票-金融 | 1.52% | +0.03% | -2.79% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.46% | -0.13% | -0.37% | |
| 23 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.41% | +0.01% | -2.61% | |
| 24 | HPQ | Hp Inc | 股票-科技 | 1.41% | +0.05% | -1.93% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 1.38% | -0.18% | -2.01% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.34% | -0.29% | -2.07% | |
| 27 | MET | Metlife Inc | 股票-金融 | 1.33% | +0.09% | -1.99% | |
| 28 | DOW | Dow Inc | 股票-原材料 | 1.31% | -0.07% | -1.65% | |
| 29 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.29% | -0.05% | -7.14% | |
| 30 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.28% | -0.01% | -2.40% | |
| 31 | TFC | Truist Financial CORP | 股票-金融 | 1.22% | — | -1.13% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.19% | +0.45% | +25.57% | |
| 33 | USB | US Bancorp | 股票-金融 | 1.17% | +0.08% | -1.58% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 1.16% | -0.21% | +0.05% | |
| 35 | PM | Philip Morris International | 股票-非周期性消费 | 1.11% | — | -2.46% | |
| 36 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.09% | -0.20% | -1.09% | |
| 37 | VTR | Ventas Inc | 股票-房地产 | 1.08% | — | +40.13% | |
| 38 | FIS | Fidelity National Info Serv | 股票-科技 | 1.06% | -0.25% | -0.65% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.06% | -0.09% | -3.30% | |
| 40 | KEL | Kellanova | 股票-其他 | 1.05% | — | -1.34% | |
| 41 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 1.02% | +0.08% | -2.49% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.02% | +0.05% | +381.14% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.99% | -0.12% | +21.38% | |
| 44 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.98% | +0.02% | -2.68% | |
| 45 | SWK | Stanley Black & Decker Inc | 股票-工业 | 0.94% | +0.24% | -2.44% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.93% | -0.14% | -1.24% | |
| 47 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.93% | +0.03% | +95.84% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.91% | +0.05% | -2.50% | |
| 49 | T | At&t Inc | 股票-通信服务 | 0.89% | -0.20% | -0.59% | |
| 50 | ARB | Altshares Merger Arbitrage | ETF-其他 | 0.89% | -0.10% | -1.36% |
根据 SEC 官方 Form 13F 申报备案，Cantor Fitzgerald Investment Advisors L.p. 在 Q1 2024 季度的美股持仓总市值约为 US$14.8亿，共申报了 145 个公开持股仓位。
在 Q1 2024 季度，Cantor Fitzgerald Investment Advisors L.p. 按市值排列的前三大核心持股分别为：VOO (3.7%)、IEI (3.5%)、AVGO (2.8%)。其中最大持股仓位 VOO 占据整体投资组合约 3.7% 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。
在 Q1 2024 季度中，Cantor Fitzgerald Investment Advisors L.p. 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。