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: 0001462020
申报总市值
US$387.8亿
US$387.8亿
626 檔
21.5%
在 Q3 2024 申报期间，Chevy Chase Trust Holdings, LLC（CIK: 0001462020）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$387.8亿，共持有 626 个公开申报仓位。
在 Q3 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 152 个仓位并完全清仓 6 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 AAPL, MSFT, NVDA 等）合计占整体申报市值的 21.5%，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 626 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 | 7.19% | +0.04% | +3.41% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.43% | -0.55% | -2.15% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.30% | +0.04% | -2.63% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.53% | +0.03% | -0.15% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.07% | -0.24% | -2.04% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.05% | +0.29% | -1.55% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.03% | -0.16% | -0.19% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.85% | +0.25% | -2.34% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | -0.05% | -2.20% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.41% | +0.20% | +995.12% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | -0.02% | +1.80% | |
| 12 | TSLA | Tesla Inc | 股票-周期性消费 | 1.20% | -0.01% | -1.78% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.20% | +0.16% | -1.39% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.16% | +0.15% | -2.97% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.15% | -0.19% | -1.32% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.35% | -1.90% | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.77% | +0.02% | -1.45% | |
| 18 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.77% | -0.17% | -1.40% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | -0.09% | -1.66% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.70% | -0.07% | -1.30% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | -0.06% | -2.92% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.68% | -0.03% | -1.61% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.64% | — | -1.45% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.11% | -4.35% | |
| 25 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.63% | -0.13% | +2.66% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.62% | -0.08% | -6.03% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.61% | -0.13% | -1.17% | |
| 28 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.59% | — | -1.56% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.58% | -0.15% | -0.14% | |
| 30 | PI | Impinj Inc | 股票-科技 | 0.57% | +0.05% | -6.01% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.57% | -0.09% | -0.77% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.51% | -0.20% | -1.92% | |
| 33 | KAI | Kadant Inc | 股票-其他 | 0.50% | -0.01% | -1.47% | |
| 34 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.50% | -0.10% | -1.21% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.49% | -0.02% | -2.00% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | -0.03% | -1.55% | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.48% | +0.08% | -9.84% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.04% | -1.48% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.46% | -0.06% | +15.44% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | -2.62% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | -0.05% | -4.58% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.44% | -0.09% | -1.93% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +0.71% | -1.62% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.42% | -0.17% | -2.47% | |
| 45 | EOG | Eog Resources Inc | 股票-能源 | 0.40% | -0.07% | -1.42% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.40% | -0.03% | -0.77% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.39% | -0.04% | -0.31% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.14% | +0.59% | |
| 49 | LIN | Linde plc | 股票-原材料 | 0.38% | -0.03% | -1.77% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | -0.08% | -2.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +3.41% | 加仓 |
| 2 | TSLA | Tesla Inc | +0.2% | -1.78% | 减仓 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.19% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.2% | +995.12% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.1% | -2.04% | 减仓 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建仓 |
| 7 | PI | Impinj Inc | +0.1% | -6.01% | 减仓 |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | -1.39% | 减仓 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | +15.44% | 加仓 |
| 10 | TEL | TE Connectivity plc | +0.1% | NEW | 新建仓 |
| 11 | WMT | Walmart Inc | +0.1% | -0.14% | 减仓 |
| 12 | HD | Home Depot Inc | +0.1% | -1.61% | 减仓 |
| 13 | NEE | Nextera Energy Inc | +0.1% | -0.77% | 减仓 |
| 14 | SAN | Banco Santander Sa-spon Adr | +0.1% | NEW | 新建仓 |
| 15 | ORCL | Oracle CORP | +0.1% | -1.48% | 减仓 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | -1.57% | 减仓 |
| 17 | LMT | Lockheed Martin CORP | +0.1% | -1.26% | 减仓 |
| 18 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 19 | FVRR | Fiverr International Ltd. | +0.1% | +128.18% | 加仓 |
| 20 | ABBV | Abbvie Inc | 0% | -1.56% | 减仓 |
| 21 | VZ | Verizon Communications Inc | 0% | +2.66% | 加仓 |
| 22 | MA | Mastercard Inc - A | 0% | -1.30% | 减仓 |
| 23 | ACN | Accenture plc | 0% | -4.35% | 减仓 |
| 24 | KAI | Kadant Inc | 0% | -1.47% | 减仓 |
| 25 | ECL | Ecolab Inc | 0% | +14.64% | 加仓 |
| 26 | MCD | Mcdonald's CORP | 0% | -2.16% | 减仓 |
| 27 | ILMN | Illumina Inc | 0% | +9.47% | 加仓 |
| 28 | NDAQ | Nasdaq Inc | 0% | +5.98% | 加仓 |
| 29 | NTRA | Natera Inc | 0% | +13.41% | 加仓 |
| 30 | AXP | American Express Co | 0% | -1.63% | 减仓 |
| 31 | MSCI | Msci Inc | 0% | -1.73% | 减仓 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +13.45% | 加仓 |
| 33 | LOW | Lowe's Cos Inc | 0% | -2.22% | 减仓 |
| 34 | UDR | Udr Inc | 0% | +171.13% | 加仓 |
| 35 | SW | Smurfit Westrock Plc | 0% | NEW | 新建仓 |
| 36 | GEV | GE Vernova Inc | 0% | -1.56% | 减仓 |
| 37 | V | Visa Inc-class A Shares | 0% | +1.80% | 加仓 |
| 38 | JNJ | Johnson & Johnson | 0% | -1.66% | 减仓 |
| 39 | GS | Goldman Sachs Group Inc | 0% | -1.45% | 减仓 |
| 40 | ISRG | Intuitive Surgical Inc | 0% | -1.17% | 减仓 |
| 41 | KO | Coca-cola Co/the | 0% | -1.55% | 减仓 |
| 42 | PM | Philip Morris International | 0% | -1.77% | 减仓 |
| 43 | GE | General Electric | 0% | -2.80% | 减仓 |
| 44 | CSCO | Cisco Systems Inc | 0% | +0.59% | 加仓 |
| 45 | RTX | Rtx CORP | 0% | -1.71% | 减仓 |
| 46 | PGR | Progressive CORP | 0% | -1.81% | 减仓 |
| 47 | CAT | Caterpillar Inc | 0% | -2.65% | 减仓 |
| 48 | IAU | Ishares Gold Trust | 0% | +4.14% | 加仓 |
| 49 | SBUX | Starbucks CORP | 0% | -1.56% | 减仓 |
| 50 | ATO | Atmos Energy CORP | 0% | +13.60% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Chevy Chase Trust Holdings, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$387.8亿，共申报了 626 个公开持股仓位。
在 Q3 2024 季度，Chevy Chase Trust Holdings, LLC 按市值排列的前三大核心持股分别为：AAPL (7.2%)、MSFT (6.4%)、NVDA (6.3%)。其中最大持股仓位 AAPL 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。
本季最大新建仓标的
PLTR
市值: US$4018.3万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$7695.4万
在 Q3 2024 季度中，Chevy Chase Trust Holdings, LLC 共进行了 200 项持仓异动，包含新建仓 6 个仓位、加仓 36 个仓位、减仓 152 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 PLTR。 本季清仓仓位包含 LRCXEUR。
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。