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: 0001766904
申报总市值
US$4.9亿
US$4.9亿
515 檔
5.0%
在 Q4 2024 申报期间，Cary Street Partners Investment Advisory LLC（CIK: 0001766904）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$4.9亿，共持有 515 个公开申报仓位。
在 Q4 2024，Cary Street Partners Investment Advisory LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 40 个仓位并完全清仓 10 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，Cary Street Partners Investment Advisory LLC 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 5.0%，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 515 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 | AAPL | Apple Inc | 股票-科技 | 4.59% | -0.09% | -93.65% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.13% | -0.27% | -92.30% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.94% | — | -81.11% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.49% | -0.12% | -86.88% | |
| 5 | ET | Energy Transfer LP | 股票-能源 | 2.11% | -0.17% | -31.51% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.91% | -0.17% | -86.67% | |
| 7 | TRGP | Targa Resources CORP | 股票-能源 | 1.79% | -0.14% | -0.45% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.75% | +0.24% | -78.99% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.72% | +0.04% | -94.07% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | +0.09% | -92.29% | |
| 11 | EPD | Enterprise Products Partners | 股票-能源 | 1.40% | -0.15% | -36.79% | |
| 12 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 1.31% | +0.07% | — | |
| 13 | WES | Western Midstream Partners L | 股票-能源 | 1.22% | -0.07% | — | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | +0.03% | -87.82% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.02% | -92.68% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.07% | -0.03% | +28.48% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.06% | -0.15% | -88.20% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.05% | -0.02% | -33.15% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.03% | +0.03% | -92.09% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 0.98% | -0.12% | -93.12% | |
| 21 | WMB | Williams Cos Inc | 股票-能源 | 0.96% | -0.10% | -92.80% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.93% | -0.08% | -71.20% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.36% | -91.32% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.88% | +0.10% | -89.69% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.88% | +0.10% | — | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.84% | -1.01% | -83.36% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | +0.30% | -97.24% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.10% | -86.53% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.74% | -0.04% | -74.54% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | +0.01% | -95.16% | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.72% | -0.05% | -91.56% | |
| 32 | TSLA | Tesla Inc | 股票-周期性消费 | 0.66% | -0.02% | -71.92% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | -0.07% | -96.02% | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.63% | -0.15% | -93.56% | |
| 35 | OKE | Oneok Inc | 股票-能源 | 0.63% | -0.03% | -61.32% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.61% | -0.10% | -79.51% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.61% | -0.06% | -61.55% | |
| 38 | APH | Amphenol Corp-cl A | 股票-科技 | 0.60% | +0.08% | -26.48% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.57% | -0.10% | -88.09% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.04% | -96.73% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.54% | EXIT | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.07% | -92.53% | |
| 43 | MSI | Motorola Solutions Inc | 股票-科技 | 0.53% | -0.07% | -57.08% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | -0.09% | -81.52% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.50% | -0.04% | -54.82% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.49% | -0.05% | -73.26% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.49% | +0.07% | -74.10% | |
| 48 | FUN | Six Flags Entertainment CORP | 股票-其他 | 0.47% | — | -17.38% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | -0.05% | -72.73% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.47% | -0.06% | -89.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -81.11% | 减仓 |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.5% | -86.88% | 减仓 |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +1.1% | -86.67% | 减仓 |
| 4 | MSFT | Microsoft CORP | +1.1% | -92.30% | 减仓 |
| 5 | AAPL | Apple Inc | +0.8% | -93.65% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -92.29% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -92.68% | 减仓 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | -91.32% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.3% | -94.07% | 减仓 |
| 10 | WMB | Williams Cos Inc | +0.3% | -92.80% | 减仓 |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | -89.69% | 减仓 |
| 12 | LLY | Eli Lilly & Co | +0.2% | -92.09% | 减仓 |
| 13 | HD | Home Depot Inc | +0.1% | -93.12% | 减仓 |
| 14 | INTU | Intuit Inc | +0.1% | -93.56% | 减仓 |
| 15 | XOM | Exxon Mobil CORP | 0% | -94.23% | 减仓 |
| 16 | ABBV | Abbvie Inc | -0.2% | -95.16% | 减仓 |
| 17 | COST | Costco Wholesale CORP | -0.2% | -96.02% | 减仓 |
| 18 | QCOM | Qualcomm Inc | -0.3% | -96.05% | 减仓 |
| 19 | EFV | Ishares Msci Eafe Value ETF | -0.3% | -97.13% | 减仓 |
| 20 | ZTS | Zoetis Inc | -0.4% | -96.62% | 减仓 |
| 21 | MRK | Merck & Co. Inc. | -0.4% | -96.69% | 减仓 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -96.73% | 减仓 |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | -97.36% | 减仓 |
| 24 | JEPQ | JPM Nasdaq Equity Premium | -0.4% | -98.21% | 减仓 |
| 25 | TXN | Texas Instruments Inc | -0.5% | -98.04% | 减仓 |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.5% | -97.67% | 减仓 |
| 27 | CBOE | Cboe Global Markets Inc | -0.5% | -99.70% | 减仓 |
| 28 | JNJ | Johnson & Johnson | -0.5% | -98.04% | 减仓 |
| 29 | CME | Cme Group Inc | -0.5% | -99.83% | 减仓 |
| 30 | IWF | Ishares Russell 1000 Growth | -0.5% | EXIT | 清仓 |
| 31 | TACK | Fairlead Tactical Sector ETF | -0.5% | EXIT | 清仓 |
| 32 | RTX | Rtx CORP | -0.5% | -97.92% | 减仓 |
| 33 | MLI | Mueller Industries Inc | -0.5% | -99.97% | 减仓 |
| 34 | VONG | Vanguard Russell 1000 Growth | -0.6% | EXIT | 清仓 |
| 35 | USFR | Wisdomtree Floating Rate Tre | -0.6% | EXIT | 清仓 |
| 36 | VOO | Vanguard S&p 500 ETF | -0.6% | -99.68% | 减仓 |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.6% | EXIT | 清仓 |
| 38 | GOOG | Alphabet Inc-cl C | -0.6% | -97.24% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.7% | -98.24% | 减仓 |
| 40 | SCHG | Schwab US Large-cap Growth | -0.7% | EXIT | 清仓 |
| 41 | PG | Procter & Gamble Co/the | -0.8% | -98.81% | 减仓 |
| 42 | CGDV | Cap Group Dividend Value | -0.8% | EXIT | 清仓 |
| 43 | URI | United Rentals Inc | -0.8% | -99.76% | 减仓 |
| 44 | EFG | Ishares Msci Eafe Growth ETF | -1% | -98.66% | 减仓 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | EXIT | 清仓 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | EXIT | 清仓 |
| 47 | BIV | Vanguard Intermediate-term B | -1.3% | -99.39% | 减仓 |
| 48 | JEPI | Jpmorgan Equity Premium Inco | -1.4% | EXIT | 清仓 |
| 49 | VUG | Vanguard Growth ETF | -1.8% | -99.94% | 减仓 |
| 50 | VTV | Vanguard Value ETF | -2% | -99.98% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Cary Street Partners Investment Advisory LLC 在 Q4 2024 季度的美股持仓总市值约为 US$4.9亿，共申报了 515 个公开持股仓位。
在 Q4 2024 季度，Cary Street Partners Investment Advisory LLC 按市值排列的前三大核心持股分别为：AAPL (4.6%)、MSFT (4.1%)、NVDA (2.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.6% 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。
本季最大获利了结 / 清仓标的
JEPI
前期市值: US$3896.6万
在 Q4 2024 季度中，Cary Street Partners Investment Advisory LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 0 个仓位、减仓 40 个仓位以及清仓 10 个仓位。 本季清仓仓位包含 JEPI。
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。