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
613 檔
21.6%
根据最新整理的 13F 季度数据集，Chevy Chase Trust Holdings, LLC 于 Q2 2024 结束时的管理资产规模为 US$387.8亿。该机构在本季度申报了 613 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 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 39 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, NVDA, AAPL 等）合计占整体申报市值的 21.6%，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 613 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 | 7.11% | -0.55% | -1.27% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.86% | +0.04% | +861.84% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.54% | +0.04% | -1.84% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.82% | +0.03% | -0.55% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.38% | +0.29% | -1.79% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.16% | +0.25% | -1.90% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.93% | -0.24% | -1.84% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.16% | -1.50% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | -0.05% | -2.03% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | +0.15% | -1.36% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.25% | +0.20% | -0.53% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.25% | -0.02% | -2.58% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.17% | -0.19% | -1.09% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.10% | +0.16% | -3.00% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 0.96% | -0.01% | -1.37% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | -0.35% | +10.63% | |
| 17 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.81% | -0.17% | -0.26% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.74% | +0.02% | -2.00% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.06% | -0.17% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | -0.09% | -15.47% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.68% | — | +2.16% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.66% | -0.08% | +9.24% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | -0.07% | -1.86% | |
| 24 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.63% | +0.08% | -2.21% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 0.61% | -0.03% | -1.89% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.59% | -0.11% | -10.76% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.59% | -0.13% | -1.32% | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.58% | -0.13% | -0.30% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.57% | -0.02% | -1.50% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.55% | — | -1.41% | |
| 31 | NFLX | Netflix Inc | 股票-通信服务 | 0.51% | -0.20% | -1.83% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.51% | -0.15% | -1.63% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.50% | -0.09% | -1.50% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | -0.05% | -4.95% | |
| 35 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.49% | -0.10% | -4.44% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | -2.56% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.17% | -2.54% | |
| 38 | KAI | Kadant Inc | 股票-其他 | 0.46% | -0.01% | -1.45% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.71% | -1.37% | |
| 40 | PI | Impinj Inc | 股票-科技 | 0.46% | +0.05% | -10.85% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | -0.03% | -1.69% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.45% | -0.03% | -2.48% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.44% | -0.09% | -1.09% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.44% | -0.07% | +7.88% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | +0.15% | -1.93% | |
| 46 | SHEL | Shell Plc-adr | 股票-能源 | 0.42% | -0.12% | +0.32% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.04% | -1.58% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.39% | +0.04% | -1.18% | |
| 49 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.38% | -0.04% | +31.66% | |
| 50 | SLB | Slb LTD | 股票-能源 | 0.37% | -0.04% | -7.47% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +861.84% | 加仓 |
| 2 | AAPL | Apple Inc | +1% | -1.84% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.79% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -1.90% | 减仓 |
| 5 | AVGO | Broadcom Inc | +0.2% | -0.53% | 减仓 |
| 6 | MSFT | Microsoft CORP | +0.2% | -1.27% | 减仓 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +11383.54% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | -0.55% | 减仓 |
| 9 | LLY | Eli Lilly & Co | +0.1% | -1.36% | 减仓 |
| 10 | COST | Costco Wholesale CORP | +0.1% | -1.09% | 减仓 |
| 11 | KKR | Kkr & Co Inc | +0.1% | +14480.91% | 加仓 |
| 12 | NVS | Novartis Ag-sponsored Adr | +0.1% | +31.66% | 加仓 |
| 13 | NTRA | Natera Inc | +0.1% | +167.97% | 加仓 |
| 14 | CGNX | Cognex CORP | +0.1% | +30.46% | 加仓 |
| 15 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 16 | TSLA | Tesla Inc | +0.1% | -1.37% | 减仓 |
| 17 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +2.16% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +10.63% | 加仓 |
| 19 | REGN | Regeneron Pharmaceuticals | +0.1% | -0.26% | 减仓 |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | -0.30% | 减仓 |
| 21 | QCOM | Qualcomm Inc | +0.1% | -1.18% | 减仓 |
| 22 | VST | Vistra CORP | +0.1% | NEW | 新建仓 |
| 23 | WMT | Walmart Inc | 0% | -1.63% | 减仓 |
| 24 | NFLX | Netflix Inc | 0% | -1.83% | 减仓 |
| 25 | NEE | Nextera Energy Inc | 0% | -1.50% | 减仓 |
| 26 | ORCL | Oracle CORP | 0% | -1.58% | 减仓 |
| 27 | GS | Goldman Sachs Group Inc | 0% | -2.00% | 减仓 |
| 28 | BMY | Bristol-myers Squibb Co | -0.1% | -1.79% | 减仓 |
| 29 | ABBV | Abbvie Inc | -0.1% | -1.41% | 减仓 |
| 30 | LOW | Lowe's Cos Inc | -0.1% | -2.04% | 减仓 |
| 31 | CAT | Caterpillar Inc | -0.1% | -5.16% | 减仓 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -1.50% | 减仓 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -2.24% | 减仓 |
| 34 | SNOW | Snowflake Inc | -0.1% | -23.23% | 减仓 |
| 35 | AMD | Advanced Micro Devices | -0.1% | -1.37% | 减仓 |
| 36 | KAI | Kadant Inc | -0.1% | -1.45% | 减仓 |
| 37 | ILMN | Illumina Inc | -0.1% | -15.96% | 减仓 |
| 38 | CRM | Salesforce Inc | -0.1% | -1.09% | 减仓 |
| 39 | MA | Mastercard Inc - A | -0.1% | -1.86% | 减仓 |
| 40 | NKE | Nike Inc -cl B | -0.1% | -12.30% | 减仓 |
| 41 | HD | Home Depot Inc | -0.1% | -1.89% | 减仓 |
| 42 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清仓 |
| 43 | INTC | Intel CORP | -0.1% | -0.82% | 减仓 |
| 44 | SLB | Slb LTD | -0.1% | -7.47% | 减仓 |
| 45 | V | Visa Inc-class A Shares | -0.1% | -2.58% | 减仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.50% | 减仓 |
| 47 | DIS | Walt Disney Co/the | -0.2% | -4.95% | 减仓 |
| 48 | ACN | Accenture plc | -0.2% | -10.76% | 减仓 |
| 49 | JNJ | Johnson & Johnson | -0.2% | -15.47% | 减仓 |
| 50 | CVS | Cvs Health CORP | -0.3% | -42.79% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Chevy Chase Trust Holdings, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$387.8亿，共申报了 613 个公开持股仓位。
在 Q2 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 (7.1%)、NVDA (6.9%)、AAPL (6.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.1% 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。
本季最大新建仓标的
GEV
市值: US$2601.8万
本季最大获利了结 / 清仓标的
PXDEUR
前期市值: US$3396.9万
在 Q2 2024 季度中，Chevy Chase Trust Holdings, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 8 个仓位、减仓 39 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 PXDEUR。
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。