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: 0001426196
申报总市值
US$540.4亿
US$540.4亿
1057 檔
26.8%
Capstone Investment Advisors, LLC 在 Q2 2024 季度的美股仓位总计估值为 US$540.4亿，分散于 1057 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2024，Capstone Investment Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 29 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Capstone Investment Advisors, LLC 的前 5 大核心持股（包含 SPY, QQQ, NVDA 等）合计占整体申报市值的 26.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1057 只）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 18.51% | -5.08% | +151.62% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.47% | -11.73% | -40.14% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.25% | +2.88% | +1225.49% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.69% | +2.10% | +11.28% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.44% | +1.08% | +57.62% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.53% | +0.82% | +4.59% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.45% | -1.55% | +23.15% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.29% | +0.41% | +16.00% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.79% | -0.04% | +109.67% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | -0.23% | +25.66% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.57% | +0.32% | -17.44% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.29% | -0.25% | +29.14% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.13% | -0.32% | +269.12% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 0.98% | +0.32% | +3.17% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.78% | +0.39% | +19.89% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | +0.09% | +14.97% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 0.72% | +0.40% | -34.90% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | -0.03% | +34.03% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 0.62% | +0.04% | +22.01% | |
| 20 | NVMI 0 10-15-25债券 | Nova LTD | 债券 | 0.58% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.01% | +28.55% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.50% | +0.11% | +31.18% | |
| 23 | GM | General Motors Co | 股票-周期性消费 | 0.47% | — | +85.53% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.47% | — | -24.25% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.45% | +0.03% | -24.42% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.45% | +0.01% | +0.72% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | +0.06% | +67.76% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.43% | +0.05% | +6.74% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | +0.01% | -0.38% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.42% | -0.02% | -64.76% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.42% | +0.01% | +11.36% | |
| 32 | NSIT 0.75 02-15-25债券 | Insight Enterprs | 债券 | 0.41% | — | — | |
| 33 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.41% | -0.21% | +118.20% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.39% | — | +1.85% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.37% | — | +6.72% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.37% | — | +400.00% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.36% | +0.29% | -16.36% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.34% | -0.01% | +13.23% | |
| 39 | MU | Micron Technology Inc | 股票-科技 | 0.33% | +1.38% | +24.71% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | +0.02% | -10.45% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.30% | +0.16% | +48.52% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.30% | — | +5.49% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.30% | +0.01% | +17.13% | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.29% | +0.03% | +3.50% | |
| 45 | NTRA 2.25 05-01-27债券 | Natera Inc | 债券 | 0.28% | — | -1.25% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.28% | — | +703.51% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.28% | -0.04% | +16.32% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | -0.03% | +5.95% | |
| 49 | INTU | Intuit Inc | 股票-科技 | 0.26% | — | +15.81% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.26% | +0.18% | +85.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +10.4% | +151.62% | 加仓 |
| 2 | NVDA | Nvidia CORP | +2.3% | +1225.49% | 加仓 |
| 3 | AAPL | Apple Inc | +1.4% | +57.62% | 加仓 |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.8% | +109.67% | 加仓 |
| 5 | EFA | Ishares Msci Eafe ETF | +0.8% | +269.12% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +25.66% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +29.14% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.3% | +23.15% | 加仓 |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +400.00% | 加仓 |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | +703.51% | 加仓 |
| 11 | GM | General Motors Co | +0.2% | +85.53% | 加仓 |
| 12 | QCOM | Qualcomm Inc | +0.2% | +67.76% | 加仓 |
| 13 | XOP | Ss Spdr S&p Og Exp & Prod | +0.2% | +118.20% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.2% | +34.03% | 加仓 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +235.33% | 加仓 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +31.18% | 加仓 |
| 17 | MSFT | Microsoft CORP | +0.1% | +11.28% | 加仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +16.00% | 加仓 |
| 19 | TXN | Texas Instruments Inc | +0.1% | +90.07% | 加仓 |
| 20 | PEP | Pepsico Inc | +0.1% | +187.22% | 加仓 |
| 21 | HLT | Hilton Worldwide Holdings In | +0.1% | +300.97% | 加仓 |
| 22 | NFLX | Netflix Inc | +0.1% | +22.01% | 加仓 |
| 23 | ORCL | Oracle CORP | +0.1% | +48.52% | 加仓 |
| 24 | W 3.5 11-15-28债券 | Wayfair Inc | +0.1% | NEW | 新建仓 |
| 25 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | 新建仓 |
| 26 | AVGO | Broadcom Inc | +0.1% | +3.17% | 加仓 |
| 27 | AMD | Advanced Micro Devices | +0.1% | +85.91% | 加仓 |
| 28 | NVMI 0 10-15-25债券 | Nova LTD | +0.1% | — | 不变 |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | +19.89% | 加仓 |
| 30 | MU | Micron Technology Inc | +0.1% | +24.71% | 加仓 |
| 31 | XOM | Exxon Mobil CORP | +0.1% | +28.55% | 加仓 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +14.97% | 加仓 |
| 33 | SNOW | Snowflake Inc | -0.1% | -96.09% | 减仓 |
| 34 | TGT | Target CORP | -0.1% | -30.31% | 减仓 |
| 35 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -74.34% | 减仓 |
| 36 | O | Realty Income CORP | -0.2% | -83.77% | 减仓 |
| 37 | GEHC | GE Healthcare Technology | -0.2% | -96.64% | 减仓 |
| 38 | MDB 0.25 01-15-26债券 | Mongodb Inc | -0.2% | -26.18% | 减仓 |
| 39 | IRWD 0.75 06-15-24债券 | Ironwood Pharmaceuticals | -0.2% | EXIT | 清仓 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | -83.18% | 减仓 |
| 41 | GLD | Spdr Gold Shares | -0.2% | -24.25% | 减仓 |
| 42 | XLV | Ss Health Care Select Sector | -0.3% | -24.42% | 减仓 |
| 43 | ZS | Zscaler Inc | -0.3% | -94.79% | 减仓 |
| 44 | HDB | Hdfc Bank Ltd-adr | -0.3% | -74.74% | 减仓 |
| 45 | ARM | Arm Holdings Plc-adr | -0.4% | EXIT | 清仓 |
| 46 | TSLA | Tesla Inc | -0.4% | -17.44% | 减仓 |
| 47 | DXJ | Wisdomtree Japan Hedged Eq | -0.4% | -93.09% | 减仓 |
| 48 | XLF | Ss Financial Select Sector | -0.6% | -34.90% | 减仓 |
| 49 | EEM | Ishares Msci Emerging Market | -0.9% | -64.76% | 减仓 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -10.5% | -40.14% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Capstone Investment Advisors, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$540.4亿，共申报了 1057 个公开持股仓位。
在 Q2 2024 季度，Capstone Investment Advisors, LLC 按市值排列的前三大核心持股分别为：SPY (18.5%)、QQQ (13.5%)、NVDA (6.3%)。其中最大持股仓位 SPY 占据整体投资组合约 18.5% 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
W 3.5 11-15-28
市值: US$2913.8万
本季最大获利了结 / 清仓标的
ARM
前期市值: US$1.0亿
在 Q2 2024 季度中，Capstone Investment Advisors, LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 29 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 W 3.5 11-15-28。 本季清仓仓位包含 ARM。
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。