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: 0001557017
申报总市值
US$279.8亿
US$279.8亿
303 檔
31.1%
在 Q2 2024 的 13F 官方备案中，Capula Management Ltd 管理的美股投资组合规模来到 US$279.8亿，整体持股档数为 303 档。
在 Q2 2024，Capula Management Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 19 个新仓位，并对 16 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Capula Management Ltd 的前 5 大核心持股（包含 IVV, NVDA, SPY 等）合计占整体申报市值的 31.1%，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 303 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 39.43% | +11.41% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 11.51% | -1.58% | +2697483.61% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.48% | -16.00% | -41.29% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.51% | -0.44% | +524.97% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.50% | -0.40% | +792.07% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.01% | -0.37% | -49.35% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.92% | +0.17% | NEW | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.12% | +0.52% | +20007.12% | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 2.08% | +0.01% | NEW | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | -0.43% | +4883.02% | |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.73% | — | — | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.67% | +0.31% | — | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.37% | -0.06% | +34877.93% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.26% | — | +46.62% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.02% | +22829.94% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.60% | -0.36% | EXIT | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.52% | -0.23% | +25.31% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 0.43% | -0.04% | — | |
| 19 | C | Citigroup Inc | 股票-金融 | 0.41% | -0.01% | +12415.74% | |
| 20 | NFLX | Netflix Inc | 股票-通信服务 | 0.37% | -0.03% | +2021.04% | |
| 21 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.22% | — | EXIT | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.20% | -0.04% | — | |
| 23 | BKR | Baker Hughes Co | 股票-能源 | 0.20% | — | EXIT | |
| 24 | MRO* | Marathon Oil CORP | 股票-其他 | 0.20% | — | +7718.62% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.16% | -0.26% | -91.83% | |
| 26 | WRKUSD | Westrock Co | 股票-其他 | 0.11% | — | +203.74% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.11% | -0.75% | +450.62% | |
| 28 | HCP2EUR | Hashicorp Inc-cl A | 股票-其他 | 0.10% | — | — | |
| 29 | ✓ | 股票-其他 | 0.10% | — | — | ||
| 30 | HES | Hess CORP | 股票-其他 | 0.10% | — | +529.15% | |
| 31 | HAYNUSD | Haynes International Inc | 股票-其他 | 0.10% | — | +92.39% | |
| 32 | CPRI | Capri Holdings Limited | 股票-周期性消费 | 0.09% | — | -2.89% | |
| 33 | EVBGEUR | Everbridge Inc | 股票-其他 | 0.09% | — | — | |
| 34 | OLN | Olin Corporation | 股票-原材料 | 0.08% | — | — | |
| 35 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.08% | -0.25% | +11.77% | |
| 36 | ✓ | Atlantica Sustainable Infr P | 股票-其他 | 0.08% | — | — | |
| 37 | MCHI | Ishares Msci China ETF | ETF-新兴市场 | 0.06% | — | — | |
| 38 | 8DT | Squarespace Inc - Class A | 股票-其他 | 0.06% | — | — | |
| 39 | TSLA | Tesla Inc | 股票-周期性消费 | 0.06% | -0.91% | +532.18% | |
| 40 | SU6 | Surmodics Inc | 股票-其他 | 0.06% | — | — | |
| 41 | ATRIUSD | Atrion Corporation | 股票-其他 | 0.05% | — | — | |
| 42 | AMKUSD | Assetmark Financial Holdings | 股票-其他 | 0.05% | — | — | |
| 43 | SRCLEUR | Stericycle Inc | 股票-其他 | 0.05% | — | — | |
| 44 | PRFTUSD | Perficient Inc | 股票-其他 | 0.05% | — | — | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.05% | -0.08% | +275.57% | |
| 46 | AGS | Playags Inc | 股票-其他 | 0.04% | — | — | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.04% | -0.03% | EXIT | |
| 48 | AEBA | Allete Inc | 股票-其他 | 0.04% | — | — | |
| 49 | CENTA | Central Garden And Pet Co-a | 股票-其他 | 0.04% | — | -33.02% | |
| 50 | IP | International Paper Co | 股票-周期性消费 | 0.04% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +39.4% | NEW | 新建仓 |
| 2 | NVDA | Nvidia CORP | +11.5% | +2697483.61% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +3.7% | +524.97% | 加仓 |
| 4 | AAPL | Apple Inc | +3.3% | +792.07% | 加仓 |
| 5 | AVGO | Broadcom Inc | +3.1% | +20007.12% | 加仓 |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +2.1% | +550.00% | 加仓 |
| 7 | IBIT | Ishares Bitcoin Trust ETF | +2.1% | NEW | 新建仓 |
| 8 | FBTC | Fidelity Wise Origin Bitcoin | +1.7% | NEW | 新建仓 |
| 9 | MSFT | Microsoft CORP | +1.7% | +4883.02% | 加仓 |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.7% | NEW | 新建仓 |
| 11 | AMD | Advanced Micro Devices | +1.4% | +34877.93% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +22829.94% | 加仓 |
| 13 | DUK | Duke Energy CORP | +0.4% | NEW | 新建仓 |
| 14 | C | Citigroup Inc | +0.4% | +12415.74% | 加仓 |
| 15 | NFLX | Netflix Inc | +0.3% | +2021.04% | 加仓 |
| 16 | DHI | Dr Horton Inc | +0.2% | NEW | 新建仓 |
| 17 | CSCO | Cisco Systems Inc | +0.2% | NEW | 新建仓 |
| 18 | BKR | Baker Hughes Co | +0.2% | NEW | 新建仓 |
| 19 | MRO* | Marathon Oil CORP | +0.2% | +7718.62% | 加仓 |
| 20 | HCP2EUR | Hashicorp Inc-cl A | +0.1% | NEW | 新建仓 |
| 21 | ✓ | +0.1% | NEW | 新建仓 | |
| 22 | EVBGEUR | Everbridge Inc | +0.1% | NEW | 新建仓 |
| 23 | OLN | Olin Corporation | +0.1% | NEW | 新建仓 |
| 24 | ✓ | Atlantica Sustainable Infr P | +0.1% | NEW | 新建仓 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +450.62% | 加仓 |
| 26 | MCHI | Ishares Msci China ETF | +0.1% | NEW | 新建仓 |
| 27 | 8DT | Squarespace Inc - Class A | +0.1% | NEW | 新建仓 |
| 28 | SU6 | Surmodics Inc | +0.1% | NEW | 新建仓 |
| 29 | HES | Hess CORP | +0.1% | +529.15% | 加仓 |
| 30 | ATRIUSD | Atrion Corporation | +0.1% | NEW | 新建仓 |
| 31 | AMKUSD | Assetmark Financial Holdings | +0.1% | NEW | 新建仓 |
| 32 | SRCLEUR | Stericycle Inc | +0.1% | NEW | 新建仓 |
| 33 | WRKUSD | Westrock Co | 0% | +203.74% | 加仓 |
| 34 | FXI | Ishares China Large-cap ETF | -0.2% | -85.11% | 减仓 |
| 35 | XLF | Ss Financial Select Sector | -0.2% | EXIT | 清仓 |
| 36 | FOX | Fox CORP - Class B | -0.2% | -95.74% | 减仓 |
| 37 | XLK | Ss Technology Select Sector | -0.3% | -92.25% | 减仓 |
| 38 | SMH | Vaneck Semiconductor ETF | -0.5% | +25.31% | 加仓 |
| 39 | BKLN | Invesco Senior Loan ETF | -0.6% | EXIT | 清仓 |
| 40 | LYV | Live Nation Entertainment In | -0.6% | EXIT | 清仓 |
| 41 | GOOG | Alphabet Inc-cl C | -0.7% | EXIT | 清仓 |
| 42 | GDX | Vaneck Gold Miners ETF | -0.8% | -89.55% | 减仓 |
| 43 | INDA | Ishares Msci India ETF | -1% | -96.24% | 减仓 |
| 44 | UNP | Union Pacific CORP | -1.1% | EXIT | 清仓 |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -1.1% | +46.62% | 加仓 |
| 46 | GLD | Spdr Gold Shares | -1.2% | EXIT | 清仓 |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -4.5% | EXIT | 清仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -4.5% | -91.83% | 减仓 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -17.2% | -49.35% | 减仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -35.3% | -41.29% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Capula Management Ltd 在 Q2 2024 季度的美股持仓总市值约为 US$279.8亿，共申报了 303 个公开持股仓位。
在 Q2 2024 季度，Capula Management Ltd 按市值排列的前三大核心持股分别为：IVV (39.4%)、NVDA (11.5%)、SPY (9.5%)。其中最大持股仓位 IVV 占据整体投资组合约 39.4% 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
IVV
市值: US$48.0亿
本季最大获利了结 / 清仓标的
HYG
前期市值: US$1.9亿
在 Q2 2024 季度中，Capula Management Ltd 共进行了 50 项持仓异动，包含新建仓 19 个仓位、加仓 16 个仓位、减仓 8 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 IVV。 本季清仓仓位包含 HYG。
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。