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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001462020
申报总市值
US$387.8亿
US$387.8亿
612 檔
18.6%
Q1 2024 季度申报显示，Chevy Chase Trust Holdings, LLC 披露的美股组合总市值为 US$387.8亿，涵盖 612 个不同之权益投资仓位。
在 Q1 2024，Chevy Chase Trust Holdings, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 36 个仓位并完全清仓 1 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，Chevy Chase Trust Holdings, LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 18.6%，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 612 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 | MSFT | Microsoft CORP | 股票-科技 | 6.95% | -0.55% | -0.87% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.56% | +0.04% | -1.64% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.35% | +0.04% | -3.84% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.68% | +0.03% | +0.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.06% | +0.29% | -1.07% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | -0.16% | -0.90% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.95% | -0.24% | -1.63% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.88% | +0.25% | -1.69% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.05% | -1.10% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.39% | -0.02% | -0.45% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.14% | +0.15% | -0.74% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.13% | +0.16% | -1.42% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.06% | +0.20% | -0.62% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.04% | -0.19% | -0.58% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.09% | +0.52% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 0.89% | -0.01% | -0.66% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.35% | -1.82% | |
| 18 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.11% | +9.72% | |
| 19 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.76% | -0.17% | -2.88% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.75% | -0.07% | -1.29% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | -0.06% | -1.30% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.72% | +0.02% | -1.84% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 0.71% | -0.03% | -1.37% | |
| 24 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.67% | +0.08% | -3.43% | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.66% | -0.08% | -3.69% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | -0.05% | +11.30% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.63% | -0.02% | -0.94% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.62% | -0.13% | +7.30% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.61% | — | -0.25% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.60% | — | -0.87% | |
| 31 | KAI | Kadant Inc | 股票-其他 | 0.54% | -0.01% | -6.79% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.53% | -0.13% | +0.02% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.09% | -1.34% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | +0.71% | -0.90% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.17% | -2.55% | |
| 36 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.49% | -0.10% | -1.85% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | +0.25% | |
| 38 | SLB | Slb LTD | 股票-能源 | 0.48% | -0.04% | -4.50% | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 0.48% | -0.20% | -1.74% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.47% | -0.15% | +197.07% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.47% | -0.09% | -13.26% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | -0.03% | -1.01% | |
| 43 | PI | Impinj Inc | 股票-科技 | 0.43% | +0.05% | -3.03% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.43% | -0.03% | +1.41% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | +0.15% | -7.26% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.42% | -0.07% | -0.83% | |
| 47 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.42% | +0.04% | -0.76% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.41% | -0.06% | -0.81% | |
| 49 | LIN | Linde plc | 股票-原材料 | 0.41% | -0.03% | -0.88% | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.40% | -0.12% | -0.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -3.84% | 减仓 |
| 2 | META | Meta Platforms Inc-class A | +0.4% | -1.63% | 减仓 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +0.02% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.2% | -0.74% | 减仓 |
| 5 | DIS | Walt Disney Co/the | +0.2% | +11.30% | 加仓 |
| 6 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.2% | +602.69% | 加仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.90% | 减仓 |
| 8 | FNV | Franco-nevada CORP | +0.1% | +98.05% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.1% | -0.87% | 减仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -1.10% | 减仓 |
| 11 | PI | Impinj Inc | +0.1% | -3.03% | 减仓 |
| 12 | AXP | American Express Co | +0.1% | +24.63% | 加仓 |
| 13 | AVGO | Broadcom Inc | +0.1% | -0.62% | 减仓 |
| 14 | GE | General Electric | +0.1% | -0.95% | 减仓 |
| 15 | SNOW | Snowflake Inc | +0.1% | +116.32% | 加仓 |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -0.94% | 减仓 |
| 17 | VZ | Verizon Communications Inc | +0.1% | +7.30% | 加仓 |
| 18 | AMD | Advanced Micro Devices | +0.1% | -0.90% | 减仓 |
| 19 | NFLX | Netflix Inc | +0.1% | -1.74% | 减仓 |
| 20 | MU | Micron Technology Inc | +0.1% | -0.35% | 减仓 |
| 21 | ATO | Atmos Energy CORP | +0.1% | +134.70% | 加仓 |
| 22 | ISRG | Intuitive Surgical Inc | 0% | +0.02% | 加仓 |
| 23 | ASML | ASML Holding N.V. | 0% | -7.26% | 减仓 |
| 24 | CAT | Caterpillar Inc | 0% | -1.06% | 减仓 |
| 25 | AMAT | Applied Materials Inc | 0% | -2.77% | 减仓 |
| 26 | UBER | Uber Technologies Inc | 0% | -0.87% | 减仓 |
| 27 | XOM | Exxon Mobil CORP | 0% | -1.82% | 减仓 |
| 28 | ABBV | Abbvie Inc | 0% | -0.87% | 减仓 |
| 29 | CRM | Salesforce Inc | 0% | -1.34% | 减仓 |
| 30 | ORCL | Oracle CORP | 0% | -1.11% | 减仓 |
| 31 | WMT | Walmart Inc | 0% | +197.07% | 加仓 |
| 32 | BAC | Bank Of America CORP | 0% | +0.25% | 加仓 |
| 33 | WFC | Wells Fargo & Co | 0% | -1.75% | 减仓 |
| 34 | COST | Costco Wholesale CORP | 0% | -0.58% | 减仓 |
| 35 | MA | Mastercard Inc - A | 0% | -1.29% | 减仓 |
| 36 | CDNS | Cadence Design Sys Inc | 0% | -3.43% | 减仓 |
| 37 | PG | Procter & Gamble Co/the | — | -1.30% | 减仓 |
| 38 | ACN | Accenture plc | — | +9.72% | 加仓 |
| 39 | HD | Home Depot Inc | — | -1.37% | 减仓 |
| 40 | V | Visa Inc-class A Shares | 0% | -0.45% | 减仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.07% | 减仓 |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | -1.69% | 减仓 |
| 43 | SPLKCHF | Splunk Inc | -0.1% | EXIT | 清仓 |
| 44 | BA | Boeing Co/the | -0.1% | -0.17% | 减仓 |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.1% | -28.18% | 减仓 |
| 46 | ADBE | Adobe Inc | -0.1% | +1.41% | 加仓 |
| 47 | NKE | Nike Inc -cl B | -0.2% | -19.57% | 减仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | -1.42% | 减仓 |
| 49 | TSLA | Tesla Inc | -0.5% | -0.66% | 减仓 |
| 50 | AAPL | Apple Inc | -1.4% | -1.64% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Chevy Chase Trust Holdings, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$387.8亿，共申报了 612 个公开持股仓位。
在 Q1 2024 季度，Chevy Chase Trust Holdings, LLC 按市值排列的前三大核心持股分别为：MSFT (7.0%)、AAPL (5.6%)、NVDA (5.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.0% 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
SPLKCHF
前期市值: US$2287.8万
在 Q1 2024 季度中，Chevy Chase Trust Holdings, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 13 个仓位、减仓 36 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 SPLKCHF。
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。