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: 0001800752
申报总市值
US$20.3亿
US$20.3亿
383 檔
11.3%
在 Q4 2024 申报期间，Certuity, LLC（CIK: 0001800752）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$20.3亿，共持有 383 个公开申报仓位。
在 Q4 2024，Certuity, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 51 个新仓位，并对 61 个既有持股进行加仓（合计增持 112 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Certuity, LLC 的前 5 大核心持股（包含 C, GE, AAPL 等）合计占整体申报市值的 11.3%，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 383 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 | C | Citigroup Inc | 股票-金融 | 6.43% | -0.46% | +0.24% | |
| 2 | GE | General Electric | 股票-工业 | 5.52% | -0.02% | -1.34% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.61% | +0.77% | +5.72% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.38% | -0.27% | +59.30% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.87% | -0.48% | +12.10% | |
| 6 | OMF | Onemain Holdings Inc | 股票-金融 | 2.83% | -0.47% | +0.01% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 2.77% | -0.10% | +0.32% | |
| 8 | MU | Micron Technology Inc | 股票-科技 | 2.41% | +9.34% | -0.07% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.39% | -0.19% | +0.47% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 2.39% | -0.36% | +1.86% | |
| 11 | PNC | Pnc Financial Services Group | 股票-金融 | 2.22% | -0.16% | +2.69% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -0.28% | -4.13% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.08% | -0.06% | -12.02% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.91% | -0.15% | -11.14% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.68% | -0.09% | +411.29% | |
| 16 | NFRA | Flexshares Stoxx Global Broa | ETF-其他 | 1.60% | -0.28% | — | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.46% | -0.10% | +40.97% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | -0.12% | +1.37% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.32% | -0.12% | +59.69% | |
| 20 | F | Ford Motor Co | 股票-周期性消费 | 1.24% | -0.10% | -0.55% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.05% | -6.41% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | -1.16% | EXIT | |
| 23 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.05% | -0.19% | +0.84% | |
| 24 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.97% | -0.39% | -0.81% | |
| 25 | OBDC | Blue Owl Capital Corporation | 股票-金融 | 0.96% | — | +99.75% | |
| 26 | FLG | Flagstar Bank NA | 股票-金融 | 0.93% | -0.27% | -25.87% | |
| 27 | ABR | Arbor Realty Trust Inc | 股票-房地产 | 0.90% | -0.14% | — | |
| 28 | TSLA | Tesla Inc | 股票-周期性消费 | 0.88% | -0.10% | +18.04% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.84% | -0.18% | +11.11% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.83% | -0.14% | -10.46% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.83% | +0.02% | +28.93% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | +0.02% | +22.57% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | -0.05% | -3.95% | |
| 34 | T | At&t Inc | 股票-通信服务 | 0.73% | -0.26% | +2.22% | |
| 35 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.72% | -0.21% | -14.73% | |
| 36 | GEV | GE Vernova Inc | 股票-工业 | 0.65% | — | -3.93% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.64% | -0.11% | +2118.87% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | -0.07% | -14.69% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.57% | -0.58% | -41.20% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.09% | +8.13% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.52% | +0.19% | +75.19% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | — | +107.08% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.48% | -0.03% | +31.72% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | -0.03% | -5.14% | |
| 45 | PFE | Pfizer Inc | 股票-医疗保健 | 0.43% | -0.09% | +170.55% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.41% | -0.13% | -54.75% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | -0.12% | +9.00% | |
| 48 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.40% | -0.02% | +1.47% | |
| 49 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-其他 | 0.39% | -0.02% | +75.90% | |
| 50 | ANET | Arista Networks Inc | 股票-科技 | 0.39% | — | — |
| # | 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 | +1.7% | +59.30% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | +12.10% | 加仓 |
| 3 | C | Citigroup Inc | +0.8% | +0.24% | 加仓 |
| 4 | BA | Boeing Co/the | +0.6% | +2118.87% | 加仓 |
| 5 | AAPL | Apple Inc | +0.6% | +5.72% | 加仓 |
| 6 | WFC | Wells Fargo & Co | +0.5% | +1.86% | 加仓 |
| 7 | MS | Morgan Stanley | +0.5% | +0.32% | 加仓 |
| 8 | OBDC | Blue Owl Capital Corporation | +0.5% | +99.75% | 加仓 |
| 9 | IWD | Ishares Russell 1000 Value E | +0.5% | +59.69% | 加仓 |
| 10 | SCHG | Schwab US Large-cap Growth | +0.5% | +411.29% | 加仓 |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | +0.4% | +40.97% | 加仓 |
| 12 | TSLA | Tesla Inc | +0.4% | +18.04% | 加仓 |
| 13 | ANET | Arista Networks Inc | +0.4% | NEW | 新建仓 |
| 14 | OMF | Onemain Holdings Inc | +0.3% | +0.01% | 加仓 |
| 15 | PFE | Pfizer Inc | +0.3% | +170.55% | 加仓 |
| 16 | BAC | Bank Of America CORP | +0.3% | +0.47% | 加仓 |
| 17 | IYW | Ishares Ustechnology ETF | +0.2% | +28.93% | 加仓 |
| 18 | LLY | Eli Lilly & Co | +0.2% | +107.08% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.2% | +31.72% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.37% | 加仓 |
| 21 | DGRS | Wisdomtree U.s. Smallcap Qua | +0.2% | +75.90% | 加仓 |
| 22 | NFLX | Netflix Inc | +0.2% | +65.45% | 加仓 |
| 23 | LRCX | Lam Research CORP | +0.2% | NEW | 新建仓 |
| 24 | PNC | Pnc Financial Services Group | +0.2% | +2.69% | 加仓 |
| 25 | DOW | Dow Inc | +0.1% | NEW | 新建仓 |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +22.57% | 加仓 |
| 27 | GEV | GE Vernova Inc | +0.1% | -3.93% | 减仓 |
| 28 | SHOP | Shopify Inc - Class A | +0.1% | +21.04% | 加仓 |
| 29 | CART | Maplebear Inc | +0.1% | +67.78% | 加仓 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +11.11% | 加仓 |
| 31 | AMZN | Amazon.com Inc | +0.1% | -11.14% | 减仓 |
| 32 | ABBV | Abbvie Inc | +0.1% | +82.77% | 加仓 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +64.22% | 加仓 |
| 34 | CAT | Caterpillar Inc | +0.1% | +66.46% | 加仓 |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | +27.13% | 加仓 |
| 36 | AMP | Ameriprise Financial Inc | +0.1% | +58.05% | 加仓 |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | -6.41% | 减仓 |
| 38 | ARCC | Ares Capital CORP | +0.1% | +181.93% | 加仓 |
| 39 | MCD | Mcdonald's CORP | +0.1% | +73.66% | 加仓 |
| 40 | HACK | Amplify Cybersecurity ETF | +0.1% | +145.67% | 加仓 |
| 41 | PDYN | Palladyne Ai CORP | +0.1% | — | 不变 |
| 42 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 43 | SYF | Synchrony Financial | +0.1% | +3.02% | 加仓 |
| 44 | BOTZ | Global X Robotics & Artifici | +0.1% | +169.50% | 加仓 |
| 45 | ROBO | Robo Global Robotics And Aut | +0.1% | NEW | 新建仓 |
| 46 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +56.29% | 加仓 |
| 47 | DIS | Walt Disney Co/the | +0.1% | +25.47% | 加仓 |
| 48 | ET | Energy Transfer LP | +0.1% | NEW | 新建仓 |
| 49 | WMT | Walmart Inc | +0.1% | +12.60% | 加仓 |
| 50 | IBB | Ishares Biotechnology ETF | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Certuity, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$20.3亿，共申报了 383 个公开持股仓位。
在 Q4 2024 季度，Certuity, LLC 按市值排列的前三大核心持股分别为：C (6.4%)、GE (5.5%)、AAPL (4.6%)。其中最大持股仓位 C 占据整体投资组合约 6.4% 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
ANET
市值: US$357.7万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$332.4万
在 Q4 2024 季度中，Certuity, LLC 共进行了 195 项持仓异动，包含新建仓 51 个仓位、加仓 61 个仓位、减仓 52 个仓位以及清仓 31 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。