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
77 檔
23.1%
在 Q4 2024 申报期间，Capital Investment Services of America, Inc.（CIK: 0000811360）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$10.2亿，共持有 77 个公开申报仓位。
在 Q4 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 35 个仓位并完全清仓 1 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, FISV, MSFT 等）合计占整体申报市值的 23.1%，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 | 5.23% | +0.12% | -3.79% | |
| 2 | FISV | Fiserv Inc | 股票-其他 | 4.70% | -0.37% | -2.54% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.59% | -0.20% | +0.04% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.14% | -0.38% | -0.29% | |
| 5 | NOW | Servicenow Inc | 股票-科技 | 3.78% | -0.15% | -2.06% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.76% | +0.60% | -0.51% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.68% | -0.21% | -3.69% | |
| 8 | PTC | Ptc Inc | 股票-科技 | 3.32% | -0.70% | -1.12% | |
| 9 | TYL | Tyler Technologies Inc | 股票-科技 | 2.93% | -0.36% | -1.90% | |
| 10 | DHR | Danaher CORP | 股票-医疗保健 | 2.90% | -0.14% | +0.20% | |
| 11 | WAB | Wabtec CORP | 股票-工业 | 2.75% | -0.22% | -2.68% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.75% | +0.13% | -0.88% | |
| 13 | SYK | Stryker CORP | 股票-医疗保健 | 2.62% | -0.24% | -1.48% | |
| 14 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.61% | -0.06% | -2.30% | |
| 15 | ECL | Ecolab Inc | 股票-原材料 | 2.61% | -0.08% | -0.71% | |
| 16 | RMD | Resmed Inc | 股票-医疗保健 | 2.58% | -0.49% | -1.63% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 2.53% | -1.03% | +0.04% | |
| 18 | CPAY | Corpay Inc | 股票-科技 | 2.49% | +0.14% | -1.75% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.43% | -0.38% | -1.65% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 2.43% | +0.55% | -1.41% | |
| 21 | ROP | Roper Technologies Inc | 股票-科技 | 2.29% | -0.19% | -0.56% | |
| 22 | AKX | Ansys Inc | 股票-其他 | 2.23% | — | -1.17% | |
| 23 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 2.10% | -0.30% | -0.46% | |
| 24 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 2.00% | +0.40% | -2.28% | |
| 25 | FTV | Fortive CORP | 股票-科技 | 1.91% | — | -4.79% | |
| 26 | ITW | Illinois Tool Works | 股票-工业 | 1.77% | -0.06% | -5.23% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.61% | +0.11% | -1.94% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.61% | -0.19% | -5.55% | |
| 29 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.58% | -0.01% | +1.17% | |
| 30 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.56% | -0.02% | -1.55% | |
| 31 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.53% | -0.26% | +0.11% | |
| 32 | SNOW | Snowflake Inc | 股票-科技 | 1.47% | +0.98% | -0.60% | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.42% | -0.13% | +1.79% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.15% | -0.11% | -0.53% | |
| 35 | APG | Api Group CORP | 股票-工业 | 1.11% | -0.15% | +7.54% | |
| 36 | ILMN | Illumina Inc | 股票-医疗保健 | 1.08% | +0.61% | +1.99% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.88% | -0.09% | -2.28% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | +0.14% | -0.20% | |
| 39 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 0.77% | -0.28% | -15.75% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.64% | -0.05% | +0.15% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.61% | -0.05% | +0.42% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.57% | -0.03% | -3.48% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.52% | -0.09% | +0.42% | |
| 44 | FAST | Fastenal Co | 股票-工业 | 0.48% | -0.03% | -1.74% | |
| 45 | AME | Ametek Inc | 股票-工业 | 0.41% | +0.03% | -0.73% | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.34% | -0.02% | +16.67% | |
| 47 | SNPS | Synopsys Inc | 股票-科技 | 0.29% | +0.23% | +25.66% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.21% | — | — | |
| 49 | AAPL | Apple Inc | 股票-科技 | 0.21% | +0.01% | -0.76% | |
| 50 | VSDM | Vanguard Short Tax-ex Bond | ETF-其他 | 0.21% | +0.07% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | +0.5% | -2.06% | 减仓 |
| 2 | FISV | Fiserv Inc | +0.5% | -2.54% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -0.51% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.88% | 减仓 |
| 5 | SNOW | Snowflake Inc | +0.4% | -0.60% | 减仓 |
| 6 | BKNG | Booking Holdings Inc | +0.3% | -2.30% | 减仓 |
| 7 | NVDA | Nvidia CORP | +0.3% | -3.79% | 减仓 |
| 8 | VSDM | Vanguard Short Tax-ex Bond | +0.2% | NEW | 新建仓 |
| 9 | APG | Api Group CORP | +0.2% | +7.54% | 加仓 |
| 10 | CPAY | Corpay Inc | +0.1% | -1.75% | 减仓 |
| 11 | PYPL | Paypal Holdings Inc | +0.1% | -1.55% | 减仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.20% | 减仓 |
| 13 | AKX | Ansys Inc | +0.1% | -1.17% | 减仓 |
| 14 | SNPS | Synopsys Inc | +0.1% | +25.66% | 加仓 |
| 15 | ILMN | Illumina Inc | +0.1% | +1.99% | 加仓 |
| 16 | VUSB | Vanguard Ultra Short Bond Et | 0% | +16.67% | 加仓 |
| 17 | WAB | Wabtec CORP | 0% | -2.68% | 减仓 |
| 18 | ZBRA | Zebra Technologies Corp-cl A | 0% | -2.28% | 减仓 |
| 19 | SSNC | Ss&c Technologies Holdings | 0% | -0.46% | 减仓 |
| 20 | TJX | Tjx Companies Inc | 0% | -1.65% | 减仓 |
| 21 | V | Visa Inc-class A Shares | 0% | NEW | 新建仓 |
| 22 | VEEV | Veeva Systems Inc-class A | 0% | +1.17% | 加仓 |
| 23 | PTC | Ptc Inc | 0% | -1.12% | 减仓 |
| 24 | SUB | Ishares Short-term National | 0% | +42.11% | 加仓 |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | 0% | -0.53% | 减仓 |
| 26 | BND | Vanguard Total Bond Market | 0% | +0.42% | 加仓 |
| 27 | BIV | Vanguard Intermediate-term B | 0% | -4.52% | 减仓 |
| 28 | VLTO | Veralto CORP | 0% | -8.99% | 减仓 |
| 29 | VGSH | Vanguard Short-term Treasury | 0% | -2.28% | 减仓 |
| 30 | VGIT | Vanguard Intermediate-term T | 0% | +1.79% | 加仓 |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -3.48% | 减仓 |
| 32 | COST | Costco Wholesale CORP | 0% | EXIT | 清仓 |
| 33 | SYK | Stryker CORP | -0.1% | -1.48% | 减仓 |
| 34 | ALC | Alcon Inc. | -0.1% | -28.49% | 减仓 |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -0.29% | 减仓 |
| 36 | MSFT | Microsoft CORP | -0.1% | +0.04% | 加仓 |
| 37 | TYL | Tyler Technologies Inc | -0.1% | -1.90% | 减仓 |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | -5.55% | 减仓 |
| 39 | SBUX | Starbucks CORP | -0.2% | -1.94% | 减仓 |
| 40 | ITW | Illinois Tool Works | -0.2% | -5.23% | 减仓 |
| 41 | VTES | Vanguard Sh Term Tax-ex Bond | -0.2% | -15.75% | 减仓 |
| 42 | ROP | Roper Technologies Inc | -0.2% | -0.56% | 减仓 |
| 43 | FTV | Fortive CORP | -0.2% | -4.79% | 减仓 |
| 44 | RMD | Resmed Inc | -0.2% | -1.63% | 减仓 |
| 45 | ORCL | Oracle CORP | -0.2% | -3.69% | 减仓 |
| 46 | ECL | Ecolab Inc | -0.3% | -0.71% | 减仓 |
| 47 | QCOM | Qualcomm Inc | -0.3% | -1.41% | 减仓 |
| 48 | IDXX | Idexx Laboratories Inc | -0.3% | +0.11% | 加仓 |
| 49 | ADBE | Adobe Inc | -0.4% | +0.04% | 加仓 |
| 50 | DHR | Danaher CORP | -0.6% | +0.20% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Investment Services of America, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$10.2亿，共申报了 77 个公开持股仓位。
在 Q4 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 (5.2%)、FISV (4.7%)、MSFT (4.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.2% 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
VSDM
市值: US$215.6万
本季最大获利了结 / 清仓标的
COST
前期市值: US$26.8万
在 Q4 2024 季度中，Capital Investment Services of America, Inc. 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 12 个仓位、减仓 35 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 VSDM。 本季清仓仓位包含 COST。
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。