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: 0001877829
申报总市值
US$2.5亿
US$2.5亿
106 檔
24.6%
在 Q2 2024 的 13F 官方备案中，Cherry Creek Investment Advisors, Inc. 管理的美股投资组合规模来到 US$2.5亿，整体持股档数为 106 档。
在 Q2 2024 期间，Cherry Creek Investment Advisors, 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，Cherry Creek Investment Advisors, Inc. 的前 5 大核心持股（包含 VRIG, MSFT, AMZN 等）合计占整体申报市值的 24.6%，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 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 7.24% | -1.21% | +19.96% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.88% | -0.86% | -0.17% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.35% | +0.22% | +1.05% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 6.13% | +0.23% | +878.80% | |
| 5 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 6.04% | +0.58% | -3.35% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.95% | — | -2.30% | |
| 7 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 4.35% | — | -0.80% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 3.64% | +0.25% | -1.24% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.00% | -0.24% | -4.84% | |
| 10 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 2.73% | -0.11% | +127.33% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.57% | -0.28% | -1.26% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.49% | +0.15% | +1.07% | |
| 13 | P | Everpure Inc-a | 股票-科技 | 2.34% | +0.31% | +12.83% | |
| 14 | VRT | Vertiv Holdings Co-a | 股票-工业 | 2.12% | +0.54% | -52.91% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.05% | +0.10% | +0.76% | |
| 16 | VDE | Vanguard Energy ETF | ETF-其他 | 1.72% | -0.37% | +2.51% | |
| 17 | CGCP | Cap Group Core Plus Income | ETF-其他 | 1.61% | — | +133.19% | |
| 18 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.60% | — | -0.59% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.53% | -0.03% | -1.57% | |
| 20 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.46% | -0.14% | +0.73% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.38% | -0.03% | +0.77% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.26% | -0.65% | +6.86% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.23% | -0.04% | -3.47% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.04% | +0.04% | +0.32% | |
| 25 | BAR | Graniteshares Gold Trust | ETF-避险与商品 | 0.97% | -0.29% | +5.46% | |
| 26 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.91% | -0.79% | +25.86% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | +0.07% | -13.93% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.81% | -0.11% | +17.43% | |
| 29 | FTCS | First Trust Capital Strength | ETF-其他 | 0.81% | -0.09% | -2.61% | |
| 30 | FTGC | First Trust Global Tactical | ETF-其他 | 0.61% | -0.11% | +0.61% | |
| 31 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.61% | — | -44.11% | |
| 32 | MMM | 3m Co | 股票-工业 | 0.56% | -0.02% | — | |
| 33 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.53% | — | -5.59% | |
| 34 | T | At&t Inc | 股票-通信服务 | 0.52% | -0.67% | — | |
| 35 | MYFW | First Western Financial Inc | 股票-其他 | 0.46% | +0.11% | — | |
| 36 | EMLP | First Trust North American E | ETF-其他 | 0.44% | -0.05% | +3.62% | |
| 37 | LVHI | Franklin International Low V | ETF-其他 | 0.43% | -0.07% | — | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.42% | -0.02% | -4.83% | |
| 39 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 0.39% | — | +128.37% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | +0.02% | +1.08% | |
| 41 | SYY | Sysco CORP | 股票-非周期性消费 | 0.38% | +0.02% | +0.62% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | -0.01% | +0.59% | |
| 43 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.37% | -0.03% | -15.73% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.37% | — | -1.13% | |
| 45 | RXRX | Recursion Pharmaceuticals-a | 股票-医疗保健 | 0.37% | — | +62.17% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.12% | -6.50% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.34% | -0.02% | +5.92% | |
| 48 | EQT | Eqt CORP | 股票-能源 | 0.34% | -0.47% | — | |
| 49 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.33% | -0.02% | -45.07% | |
| 50 | NTNX | Nutanix Inc - A | 股票-科技 | 0.33% | — | -81.60% |
根据 SEC 官方 Form 13F 申报备案，Cherry Creek Investment Advisors, Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$2.5亿，共申报了 106 个公开持股仓位。
在 Q2 2024 季度，Cherry Creek Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：VRIG (7.2%)、MSFT (6.9%)、AMZN (6.3%)。其中最大持股仓位 VRIG 占据整体投资组合约 7.2% 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，Cherry Creek Investment Advisors, 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。