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: 0000811360
申报总市值
US$10.2亿
US$10.2亿
75 檔
22.6%
Q3 2024 季度申报显示，Capital Investment Services of America, Inc. 披露的美股组合总市值为 US$10.2亿，涵盖 75 个不同之权益投资仓位。
在 Q3 2024，Capital Investment Services of America, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Capital Investment Services of America, Inc. 的前 5 大核心持股（包含 NVDA, MSFT, VCSH 等）合计占整体申报市值的 22.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 4.92% | +0.12% | -17.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.20% | -4.10% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.23% | -0.38% | +8.09% | |
| 4 | FISV | Fiserv Inc | 股票-其他 | 4.22% | -0.37% | -4.90% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 3.91% | -0.21% | -5.25% | |
| 6 | DHR | Danaher CORP | 股票-医疗保健 | 3.51% | -0.14% | -4.96% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.32% | +0.60% | -5.07% | |
| 8 | PTC | Ptc Inc | 股票-科技 | 3.30% | -0.70% | -5.14% | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 3.26% | -0.15% | -5.63% | |
| 10 | TYL | Tyler Technologies Inc | 股票-科技 | 3.03% | -0.36% | -6.65% | |
| 11 | ADBE | Adobe Inc | 股票-科技 | 2.94% | -1.03% | -5.48% | |
| 12 | ECL | Ecolab Inc | 股票-原材料 | 2.87% | -0.08% | -5.16% | |
| 13 | RMD | Resmed Inc | 股票-医疗保健 | 2.80% | -0.49% | -6.11% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 2.73% | +0.55% | -5.30% | |
| 15 | WAB | Wabtec CORP | 股票-工业 | 2.72% | -0.22% | -5.73% | |
| 16 | SYK | Stryker CORP | 股票-医疗保健 | 2.67% | -0.24% | -5.04% | |
| 17 | ROP | Roper Technologies Inc | 股票-科技 | 2.46% | -0.19% | -4.46% | |
| 18 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.41% | -0.38% | -4.53% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.36% | +0.13% | -4.99% | |
| 20 | CPAY | Corpay Inc | 股票-科技 | 2.35% | +0.14% | -5.55% | |
| 21 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.27% | -0.06% | -6.61% | |
| 22 | AKX | Ansys Inc | 股票-其他 | 2.13% | — | -6.34% | |
| 23 | FTV | Fortive CORP | 股票-科技 | 2.11% | — | -5.45% | |
| 24 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 2.07% | -0.30% | -7.11% | |
| 25 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.97% | +0.40% | -7.87% | |
| 26 | ITW | Illinois Tool Works | 股票-工业 | 1.93% | -0.06% | -10.68% | |
| 27 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.87% | -0.26% | -6.81% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.76% | -0.19% | +0.89% | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.76% | +0.11% | +4.44% | |
| 30 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.56% | -0.01% | -7.38% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.45% | -0.13% | +0.75% | |
| 32 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.45% | -0.02% | -7.52% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.17% | -0.11% | -1.43% | |
| 34 | SNOW | Snowflake Inc | 股票-科技 | 1.10% | +0.98% | -7.73% | |
| 35 | ILMN | Illumina Inc | 股票-医疗保健 | 1.03% | +0.61% | +3.27% | |
| 36 | APG | Api Group CORP | 股票-工业 | 0.95% | -0.15% | — | |
| 37 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 0.93% | -0.28% | +3.89% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.91% | -0.09% | +5.17% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | +0.14% | -1.23% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.65% | -0.05% | -0.93% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.62% | -0.05% | — | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.60% | -0.03% | +55.66% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.54% | -0.09% | -0.96% | |
| 44 | FAST | Fastenal Co | 股票-工业 | 0.49% | -0.03% | -2.05% | |
| 45 | AME | Ametek Inc | 股票-工业 | 0.39% | +0.03% | — | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.30% | -0.02% | +6.67% | |
| 47 | SNPS | Synopsys Inc | 股票-科技 | 0.24% | +0.23% | -5.40% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.22% | -0.02% | — | |
| 49 | VLTO | Veralto CORP | 股票-工业 | 0.21% | — | -5.86% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.20% | — | -1.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APG | Api Group CORP | +1% | NEW | 新建仓 |
| 2 | FISV | Fiserv Inc | +0.5% | -4.90% | 减仓 |
| 3 | ORCL | Oracle CORP | +0.5% | -5.25% | 减仓 |
| 4 | RMD | Resmed Inc | +0.4% | -6.11% | 减仓 |
| 5 | SBUX | Starbucks CORP | +0.4% | +4.44% | 加仓 |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +8.09% | 加仓 |
| 7 | PYPL | Paypal Holdings Inc | +0.3% | -7.52% | 减仓 |
| 8 | ILMN | Illumina Inc | +0.2% | +3.27% | 加仓 |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +55.66% | 加仓 |
| 10 | CPAY | Corpay Inc | +0.2% | -5.55% | 减仓 |
| 11 | TYL | Tyler Technologies Inc | +0.2% | -6.65% | 减仓 |
| 12 | NOW | Servicenow Inc | +0.2% | -5.63% | 减仓 |
| 13 | WAB | Wabtec CORP | +0.2% | -5.73% | 减仓 |
| 14 | SSNC | Ss&c Technologies Holdings | +0.2% | -7.11% | 减仓 |
| 15 | ZBRA | Zebra Technologies Corp-cl A | +0.2% | -7.87% | 减仓 |
| 16 | DHR | Danaher CORP | +0.2% | -4.96% | 减仓 |
| 17 | VEEV | Veeva Systems Inc-class A | +0.1% | -7.38% | 减仓 |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +0.89% | 加仓 |
| 19 | VGSH | Vanguard Short-term Treasury | +0.1% | +5.17% | 加仓 |
| 20 | FAST | Fastenal Co | +0.1% | -2.05% | 减仓 |
| 21 | VGIT | Vanguard Intermediate-term T | 0% | +0.75% | 加仓 |
| 22 | VTES | Vanguard Sh Term Tax-ex Bond | 0% | +3.89% | 加仓 |
| 23 | ECL | Ecolab Inc | 0% | -5.16% | 减仓 |
| 24 | TJX | Tjx Companies Inc | 0% | -4.53% | 减仓 |
| 25 | ADP | Automatic Data Processing | 0% | -1.92% | 减仓 |
| 26 | VUSB | Vanguard Ultra Short Bond Et | 0% | +6.67% | 加仓 |
| 27 | PAYX | Paychex Inc | 0% | NEW | 新建仓 |
| 28 | VLTO | Veralto CORP | 0% | -5.86% | 减仓 |
| 29 | ALC | Alcon Inc. | 0% | — | 不变 |
| 30 | BND | Vanguard Total Bond Market | 0% | -0.96% | 减仓 |
| 31 | SYK | Stryker CORP | 0% | -5.04% | 减仓 |
| 32 | UNH | Unitedhealth Group Inc | 0% | EXIT | 清仓 |
| 33 | GRAL | Grail Inc | 0% | EXIT | 清仓 |
| 34 | BKNG | Booking Holdings Inc | 0% | -6.61% | 减仓 |
| 35 | ITW | Illinois Tool Works | -0.1% | -10.68% | 减仓 |
| 36 | SNPS | Synopsys Inc | -0.1% | -5.40% | 减仓 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.23% | 减仓 |
| 38 | IDXX | Idexx Laboratories Inc | -0.1% | -6.81% | 减仓 |
| 39 | SEDG | Solaredge Technologies Inc | -0.2% | EXIT | 清仓 |
| 40 | ROP | Roper Technologies Inc | -0.2% | -4.46% | 减仓 |
| 41 | AKX | Ansys Inc | -0.2% | -6.34% | 减仓 |
| 42 | PTC | Ptc Inc | -0.2% | -5.14% | 减仓 |
| 43 | AMZN | Amazon.com Inc | -0.3% | -4.99% | 减仓 |
| 44 | SNOW | Snowflake Inc | -0.3% | -7.73% | 减仓 |
| 45 | ADBE | Adobe Inc | -0.4% | -5.48% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.4% | -4.10% | 减仓 |
| 47 | ALGT | Allegiant Travel Co | -0.5% | EXIT | 清仓 |
| 48 | GOOG | Alphabet Inc-cl C | -0.6% | -5.07% | 减仓 |
| 49 | QCOM | Qualcomm Inc | -0.7% | -5.30% | 减仓 |
| 50 | NVDA | Nvidia CORP | -1.2% | -17.16% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Investment Services of America, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$10.2亿，共申报了 75 个公开持股仓位。
在 Q3 2024 季度，Capital Investment Services of America, Inc. 按市值排列的前三大核心持股分别为：NVDA (4.9%)、MSFT (4.7%)、VCSH (4.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.9% 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。
本季最大新建仓标的
APG
市值: US$994.1万
本季最大获利了结 / 清仓标的
ALGT
前期市值: US$555.4万
在 Q3 2024 季度中，Capital Investment Services of America, Inc. 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 9 个仓位、减仓 34 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 APG。 本季清仓仓位包含 ALGT。
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。