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: 0001909304
申报总市值
US$2.2亿
US$2.2亿
166 檔
12.1%
Carson Advisory Inc. 在 Q2 2024 季度的美股仓位总计估值为 US$2.2亿，分散于 166 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2024 期间，Carson Advisory Inc. 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Carson Advisory Inc. 的前 5 大核心持股（包含 CGGO, BRK-B, SO 等）合计占整体申报市值的 12.1%，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 | CGGO | Cap Group Global Growth | ETF-其他 | 4.06% | +0.62% | +1.73% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.93% | -0.16% | -2.07% | |
| 3 | SO | Southern Co/the | 股票-公用事业 | 3.81% | -0.49% | +0.03% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.56% | +0.11% | +1.73% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.13% | +1.29% | |
| 6 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 2.88% | +0.24% | +51.09% | |
| 7 | EIX | Edison International | 股票-公用事业 | 2.69% | -0.32% | -2.10% | |
| 8 | D | Dominion Energy Inc | 股票-公用事业 | 2.33% | -0.09% | +5.73% | |
| 9 | DUK | Duke Energy CORP | 股票-公用事业 | 2.25% | -0.31% | +0.23% | |
| 10 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.86% | -0.17% | -10.28% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.81% | +0.20% | +1.47% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.73% | -0.01% | -0.70% | |
| 13 | T | At&t Inc | 股票-通信服务 | 1.70% | -0.35% | -2.77% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.62% | -0.15% | +1.36% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.02% | -3.32% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.51% | +0.15% | +3.19% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.38% | -0.09% | +15.24% | |
| 18 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 1.31% | -0.09% | +0.36% | |
| 19 | SYU1 | Synovus Financial CORP | 股票-其他 | 1.29% | — | -5.70% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.26% | -0.04% | +34.15% | |
| 21 | DAL | Delta Air Lines Inc | 股票-工业 | 1.24% | +0.20% | -3.00% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.17% | -0.02% | +5.31% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | -0.08% | +11.98% | |
| 24 | SLG | Sl Green Realty CORP | 股票-房地产 | 1.02% | +0.10% | -4.18% | |
| 25 | BX | Blackstone Inc | 股票-金融 | 0.95% | -0.06% | — | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.93% | +0.03% | +1.83% | |
| 27 | USX1 | United States Steel CORP | 股票-其他 | 0.91% | — | -6.55% | |
| 28 | WD | Walker & Dunlop Inc | 股票-其他 | 0.88% | +0.04% | -2.67% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.20% | -0.01% | |
| 30 | AFL | Aflac Inc | 股票-金融 | 0.84% | -0.06% | -0.69% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.14% | +0.45% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.79% | +0.06% | -0.56% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.75% | -0.12% | +0.11% | |
| 34 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.75% | -0.16% | +11.72% | |
| 35 | PRU | Prudential Financial Inc | 股票-金融 | 0.72% | -0.02% | -3.32% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.71% | +0.03% | +3.84% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.66% | -0.09% | +94.29% | |
| 38 | JUST | Goldman Sachs Just US Lrg | ETF-避险与商品 | 0.63% | +0.22% | -2.54% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | +0.03% | +938.18% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | +0.03% | -13.71% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.61% | -0.02% | -3.48% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.60% | -0.09% | -5.28% | |
| 43 | STWD | Starwood Property Trust Inc | 股票-房地产 | 0.59% | -0.06% | -0.56% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.58% | -0.05% | -3.19% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | +0.07% | -0.55% | |
| 46 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.58% | -0.22% | +197.66% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | +0.01% | -0.26% | |
| 48 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.58% | -0.09% | -0.25% | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.58% | +0.07% | -13.74% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.57% | -0.02% | +9.22% |
根据 SEC 官方 Form 13F 申报备案，Carson Advisory Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 166 个公开持股仓位。
在 Q2 2024 季度，Carson Advisory Inc. 按市值排列的前三大核心持股分别为：CGGO (4.1%)、BRK-B (3.9%)、SO (3.8%)。其中最大持股仓位 CGGO 占据整体投资组合约 4.1% 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。
在 Q2 2024 季度中，Carson Advisory Inc. 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。