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
633 檔
22.6%
根据最新整理的 13F 季度数据集，Chevy Chase Trust Holdings, LLC 于 Q4 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 633 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 160 个仓位并完全清仓 5 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, NVDA, MSFT 等）合计占整体申报市值的 22.6%，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 633 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 | 7.49% | +0.04% | -2.31% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.74% | +0.04% | -2.62% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.14% | -0.55% | -1.86% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.07% | +0.03% | -1.47% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.28% | +0.29% | -1.91% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.05% | -0.24% | -2.31% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.05% | +0.25% | -2.19% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.97% | -0.16% | -0.98% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.90% | +0.20% | +0.80% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.81% | -0.01% | -1.48% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | -0.05% | -2.58% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | -0.02% | +0.12% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.19% | -0.19% | +0.25% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.07% | +0.16% | +4.33% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.99% | +0.15% | -2.25% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.87% | +0.02% | -1.28% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.35% | -3.08% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.72% | -0.07% | -2.69% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | -0.06% | -2.00% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 0.63% | -0.15% | -2.20% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 0.63% | -0.03% | -1.93% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.62% | -0.20% | -2.55% | |
| 23 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.62% | -0.13% | -3.42% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.62% | -0.11% | -1.50% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | -0.09% | -5.27% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.55% | — | -0.48% | |
| 27 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.53% | -0.10% | +4.87% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.53% | -0.13% | -5.48% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.52% | — | -2.07% | |
| 30 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.52% | +0.08% | -1.58% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | -0.05% | +2.14% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.51% | -0.09% | -3.44% | |
| 33 | KAI | Kadant Inc | 股票-其他 | 0.50% | -0.01% | -1.90% | |
| 34 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.50% | -0.17% | -3.61% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | -3.21% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.47% | -0.09% | -1.59% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.46% | -0.08% | -16.52% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.04% | -1.49% | |
| 39 | EOG | Eog Resources Inc | 股票-能源 | 0.42% | -0.07% | +4.41% | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.42% | -0.02% | -2.56% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.41% | +0.14% | -3.04% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | -0.03% | -2.22% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.17% | -3.77% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.39% | -0.05% | +3.02% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.03% | -4.23% | |
| 46 | PI | Impinj Inc | 股票-科技 | 0.36% | +0.05% | -5.10% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.35% | -0.03% | -2.10% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.35% | -0.06% | -9.11% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.34% | -0.08% | -2.16% | |
| 50 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.34% | -0.04% | +4.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.6% | -1.48% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.5% | -1.47% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.5% | +0.80% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | -2.62% | 减仓 |
| 5 | AAPL | Apple Inc | +0.3% | -2.31% | 减仓 |
| 6 | BLK | Blackrock Inc | +0.3% | NEW | 新建仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.91% | 减仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -2.19% | 减仓 |
| 9 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +0.12% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -2.58% | 减仓 |
| 12 | LRCX | Lam Research CORP | +0.2% | NEW | 新建仓 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.38% | 减仓 |
| 14 | APO | Apollo Global Management Inc | +0.1% | NEW | 新建仓 |
| 15 | NFLX | Netflix Inc | +0.1% | -2.55% | 减仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -1.28% | 减仓 |
| 17 | IONQ | Ionq Inc | +0.1% | NEW | 新建仓 |
| 18 | WDAY | Workday Inc-class A | +0.1% | NEW | 新建仓 |
| 19 | DIS | Walt Disney Co/the | +0.1% | +2.14% | 加仓 |
| 20 | NTRA | Natera Inc | +0.1% | +14.38% | 加仓 |
| 21 | CRM | Salesforce Inc | +0.1% | -3.44% | 减仓 |
| 22 | BA | Boeing Co/the | +0.1% | +24.75% | 加仓 |
| 23 | WFC | Wells Fargo & Co | +0.1% | -4.23% | 减仓 |
| 24 | SAN | Banco Santander Sa-spon Adr | +0.1% | +106.30% | 加仓 |
| 25 | WMT | Walmart Inc | +0.1% | -2.20% | 减仓 |
| 26 | VDC | Vanguard Consumer Staple ETF | +0.1% | NEW | 新建仓 |
| 27 | NOW | Servicenow Inc | +0.1% | -2.10% | 减仓 |
| 28 | TMUS | T-mobile US Inc | 0% | +18.67% | 加仓 |
| 29 | AXP | American Express Co | 0% | +3.02% | 加仓 |
| 30 | CDNS | Cadence Design Sys Inc | 0% | -1.58% | 减仓 |
| 31 | COST | Costco Wholesale CORP | 0% | +0.25% | 加仓 |
| 32 | MS | Morgan Stanley | 0% | -2.45% | 减仓 |
| 33 | BKNG | Booking Holdings Inc | 0% | -3.31% | 减仓 |
| 34 | TJX | Tjx Companies Inc | 0% | +4.87% | 加仓 |
| 35 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +4.23% | 加仓 |
| 36 | TPL | Texas Pacific Land CORP | 0% | NEW | 新建仓 |
| 37 | BAC | Bank Of America CORP | 0% | -3.21% | 减仓 |
| 38 | LII | Lennox International Inc | 0% | NEW | 新建仓 |
| 39 | GEV | GE Vernova Inc | 0% | -1.77% | 减仓 |
| 40 | SNOW | Snowflake Inc | 0% | +4.18% | 加仓 |
| 41 | CSCO | Cisco Systems Inc | 0% | -3.04% | 减仓 |
| 42 | MA | Mastercard Inc - A | 0% | -2.69% | 减仓 |
| 43 | SMCI | Super Micro Computer Inc | 0% | NEW | 新建仓 |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 0% | +2.17% | 加仓 |
| 45 | APTV | Aptiv PLC | 0% | NEW | 新建仓 |
| 46 | AXON | Axon Enterprise Inc | 0% | -1.26% | 减仓 |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 0% | -1.29% | 减仓 |
| 48 | ILMN | Illumina Inc | 0% | +8.27% | 加仓 |
| 49 | UAL | United Airlines Holdings Inc | 0% | -2.11% | 减仓 |
| 50 | IAU | Ishares Gold Trust | 0% | +8.14% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Chevy Chase Trust Holdings, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$387.8亿，共申报了 633 个公开持股仓位。
在 Q4 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 (7.5%)、NVDA (6.7%)、MSFT (6.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.5% 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
BLK
市值: US$8313.4万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$5889.8万
在 Q4 2024 季度中，Chevy Chase Trust Holdings, LLC 共进行了 200 项持仓异动，包含新建仓 11 个仓位、加仓 24 个仓位、减仓 160 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 BLK。 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。