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: 0001426196
申报总市值
US$540.4亿
US$540.4亿
794 檔
33.8%
在 Q4 2024 申报期间，Capstone Investment Advisors, LLC（CIK: 0001426196）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$540.4亿，共持有 794 个公开申报仓位。
在 Q4 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 25 个新仓位，并对 128 个既有持股进行加仓（合计增持 153 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, MSFT, AMZN 等）合计占整体申报市值的 33.8%，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 794 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 | 13.13% | -5.08% | -31.96% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 10.29% | +2.10% | +358.17% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.62% | -1.55% | +302.70% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 7.06% | +2.88% | +46.84% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.00% | -11.73% | -33.15% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.17% | +1.08% | +62.58% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.02% | +0.20% | +24.86% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.75% | +0.39% | +324.31% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.35% | +0.41% | +27.47% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 2.02% | +0.32% | +41.51% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.55% | -0.23% | +34.64% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | +0.32% | +31.94% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.26% | +0.82% | -17.74% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.17% | -0.25% | +29.86% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.93% | -0.04% | -42.73% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | +0.09% | +33.31% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.73% | -0.02% | +99.04% | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | +0.40% | +2.25% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 0.67% | +0.04% | +22.93% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | -0.03% | +12.13% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | +0.42% | +110.67% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | +0.11% | +49.28% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.52% | +0.01% | -16.67% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 0.47% | — | +42.74% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.47% | +0.01% | +33.74% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.01% | +39.55% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | +0.01% | +7.26% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 0.38% | +0.03% | +55.44% | |
| 29 | NVMI 0 10-15-25债券 | Nova LTD | 债券 | 0.37% | — | — | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | -0.03% | +37.91% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.36% | +0.01% | +27.29% | |
| 32 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.36% | +0.17% | +2559.18% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.35% | +0.05% | +33.87% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.35% | +0.07% | +98.24% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | +0.02% | +46.97% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | -0.01% | +45.74% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.33% | +0.06% | +43.15% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.32% | +0.42% | +151.82% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.31% | +0.06% | +40.63% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.31% | +0.16% | +3.39% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.31% | -0.04% | +55.45% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.30% | +0.02% | +74.37% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | +0.18% | +68.21% | |
| 44 | NSIT 0.75 02-15-25债券 | Insight Enterprs | 债券 | 0.26% | — | — | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.24% | +0.01% | +68.33% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.24% | +1.38% | +56.00% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.23% | +0.07% | +28.57% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.23% | +0.02% | +30.50% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.23% | +0.29% | -22.13% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.22% | +0.02% | +31.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +7.4% | +358.17% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +5.6% | +302.70% | 加仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +2% | +324.31% | 加仓 |
| 4 | NVDA | Nvidia CORP | +1.6% | +46.84% | 加仓 |
| 5 | AAPL | Apple Inc | +1.2% | +62.58% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.9% | +41.51% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.4% | +31.94% | 加仓 |
| 8 | FXI | Ishares China Large-cap ETF | +0.3% | +2559.18% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +34.64% | 加仓 |
| 10 | EEM | Ishares Msci Emerging Market | +0.2% | +99.04% | 加仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +110.67% | 加仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +29.86% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +33.31% | 加仓 |
| 14 | INTC | Intel CORP | +0.1% | +151.82% | 加仓 |
| 15 | NFLX | Netflix Inc | +0.1% | +22.93% | 加仓 |
| 16 | CRM | Salesforce Inc | +0.1% | +33.74% | 加仓 |
| 17 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 18 | WMT | Walmart Inc | +0.1% | +42.74% | 加仓 |
| 19 | WFC | Wells Fargo & Co | +0.1% | +45.74% | 加仓 |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +98.24% | 加仓 |
| 21 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +37.91% | 加仓 |
| 23 | MA | Mastercard Inc - A | +0.1% | +55.45% | 加仓 |
| 24 | DXCM 0.25 11-15-25债券 | Dexcom Inc | +0.1% | +880.24% | 加仓 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +27.47% | 加仓 |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | +262.29% | 加仓 |
| 27 | APP | Applovin Corp-class A | +0.1% | NEW | 新建仓 |
| 28 | IYR | Ishares US Real Estate ETF | +0.1% | NEW | 新建仓 |
| 29 | MS | Morgan Stanley | +0.1% | +27.29% | 加仓 |
| 30 | HD | Home Depot Inc | +0.1% | +55.44% | 加仓 |
| 31 | ABBV | Abbvie Inc | +0.1% | +74.37% | 加仓 |
| 32 | CVX | Chevron CORP | +0.1% | +68.33% | 加仓 |
| 33 | MSTR | Strategy Inc | +0.1% | +14.41% | 加仓 |
| 34 | IDCC 3.5 06-01-27债券 | Interdigital Inc | +0.1% | +66.26% | 加仓 |
| 35 | FOUR 0 12-15-25债券 | Shift4 Payments Inc | +0.1% | NEW | 新建仓 |
| 36 | ABNB 0 03-15-26债券 | Airbnb Inc | +0.1% | +180.00% | 加仓 |
| 37 | XME | Ss Spdr S&p Metals Mining | +0.1% | +116.95% | 加仓 |
| 38 | GXO | Gxo Logistics Inc | +0.1% | NEW | 新建仓 |
| 39 | DIS | Walt Disney Co/the | 0% | +30.50% | 加仓 |
| 40 | DDOG 0.125 06-15-25债券 | Datadog Inc | 0% | +34.29% | 加仓 |
| 41 | BA | Boeing Co/the | 0% | +29.18% | 加仓 |
| 42 | KRE | Ss Spdr S&p Regional Bank | 0% | +103.21% | 加仓 |
| 43 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 0% | +110.55% | 加仓 |
| 44 | IBIT | Ishares Bitcoin Trust ETF | 0% | +87.50% | 加仓 |
| 45 | XLK | Ss Technology Select Sector | 0% | +432.77% | 加仓 |
| 46 | SPOT 0 03-15-26债券 | Spotify USA Inc | 0% | NEW | 新建仓 |
| 47 | SNOW | Snowflake Inc | 0% | NEW | 新建仓 |
| 48 | VOO | Vanguard S&p 500 ETF | 0% | +24.86% | 加仓 |
| 49 | PG | Procter & Gamble Co/the | 0% | +43.15% | 加仓 |
| 50 | GS | Goldman Sachs Group Inc | 0% | +28.57% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capstone Investment Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$540.4亿，共申报了 794 个公开持股仓位。
在 Q4 2024 季度，Capstone Investment Advisors, LLC 按市值排列的前三大核心持股分别为：SPY (13.1%)、MSFT (10.3%)、AMZN (7.6%)。其中最大持股仓位 SPY 占据整体投资组合约 13.1% 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
LRCX
市值: US$4696.6万
本季最大获利了结 / 清仓标的
GLD
前期市值: US$2.6亿
在 Q4 2024 季度中，Capstone Investment Advisors, LLC 共进行了 198 项持仓异动，包含新建仓 25 个仓位、加仓 128 个仓位、减仓 25 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 GLD。
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。