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: 0001948632
申报总市值
US$6.6亿
US$6.6亿
105 檔
23.7%
在 Q4 2024 申报期间，Citizens Business Bank（CIK: 0001948632）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$6.6亿，共持有 105 个公开申报仓位。
在 Q4 2024，Citizens Business Bank 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 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，Citizens Business Bank 的前 5 大核心持股（包含 IWR, VEA, NVDA 等）合计占整体申报市值的 23.7%，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 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 10.35% | +0.18% | -1.02% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.41% | -0.14% | -4.40% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.22% | +0.17% | -1.32% | |
| 4 | PWR | Quanta Services Inc | 股票-工业 | 3.91% | +0.48% | +95.96% | |
| 5 | FPEI | First Trust Institutional Pr | ETF-其他 | 3.49% | — | +4.25% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.40% | +0.11% | +85.35% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.26% | +0.13% | -2.79% | |
| 8 | CVBF | Cvb Financial CORP | 股票-其他 | 2.86% | +0.15% | — | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.56% | +0.32% | -4.59% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.01% | +0.19% | -2.99% | |
| 11 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.00% | +0.03% | +95.88% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.16% | -1.88% | |
| 13 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.90% | -0.66% | -1.03% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.84% | -0.15% | +105.11% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.76% | +0.05% | -1.47% | |
| 16 | UBER | Uber Technologies Inc | 股票-工业 | 1.67% | -0.11% | +94.20% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.66% | +0.66% | +108.56% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.53% | +0.05% | +3.30% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.52% | -0.02% | +18.11% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.38% | +0.07% | -1.55% | |
| 21 | LNG | Cheniere Energy Inc | 股票-能源 | 1.37% | -0.95% | -3.33% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | +0.03% | +4.38% | |
| 23 | FANG | Diamondback Energy Inc | 股票-能源 | 1.31% | -0.23% | -4.66% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.29% | — | +97.77% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.29% | +0.21% | -1.18% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.23% | +0.13% | +0.45% | |
| 27 | FCAL | First Trust California Munic | ETF-其他 | 1.19% | -0.06% | +35.77% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.11% | +0.08% | -1.01% | |
| 29 | MSI | Motorola Solutions Inc | 股票-科技 | 1.10% | — | -2.29% | |
| 30 | SNOW | Snowflake Inc | 股票-科技 | 1.07% | +0.29% | — | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 1.05% | +0.07% | +61.76% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.03% | +0.02% | -2.10% | |
| 33 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.97% | -0.01% | -2.04% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.97% | -0.28% | -1.88% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.95% | — | +87.10% | |
| 36 | MRVL | Marvell Technology Inc | 股票-科技 | 0.92% | +1.17% | -2.57% | |
| 37 | D | Dominion Energy Inc | 股票-公用事业 | 0.86% | -0.01% | -3.66% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.35% | +1.19% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.85% | -0.07% | -2.30% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | +0.02% | +4.72% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.81% | +0.04% | +314.06% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.78% | — | -1.86% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.26% | -0.60% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | -0.09% | -3.73% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | -0.55% | +12.91% | |
| 46 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.67% | -0.15% | +16.41% | |
| 47 | DELL | Dell Technologies -c | 股票-科技 | 0.67% | +1.05% | -2.42% | |
| 48 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.64% | — | +24.57% | |
| 49 | EOG | Eog Resources Inc | 股票-能源 | 0.63% | — | -3.02% | |
| 50 | IR | Ingersoll-rand Inc | 股票-工业 | 0.62% | -0.05% | -2.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +1.9% | +95.96% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +85.35% | 加仓 |
| 3 | SNOW | Snowflake Inc | +1.1% | NEW | 新建仓 |
| 4 | SCHW | Schwab (charles) CORP | +1% | +105.11% | 加仓 |
| 5 | TRV | Travelers Cos Inc/the | +0.9% | +95.88% | 加仓 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.9% | -1.03% | 减仓 |
| 7 | CRM | Salesforce Inc | +0.7% | +97.77% | 加仓 |
| 8 | USB | US Bancorp | +0.6% | +314.06% | 加仓 |
| 9 | UBER | Uber Technologies Inc | +0.5% | +94.20% | 加仓 |
| 10 | BAC | Bank Of America CORP | +0.4% | +61.76% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.4% | -4.59% | 减仓 |
| 12 | QCOM | Qualcomm Inc | +0.3% | +87.10% | 加仓 |
| 13 | CVBF | Cvb Financial CORP | +0.3% | — | 不变 |
| 14 | MRVL | Marvell Technology Inc | +0.3% | -2.57% | 减仓 |
| 15 | FCAL | First Trust California Munic | +0.2% | +35.77% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | -1.47% | 减仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +4.38% | 加仓 |
| 18 | EXPE | Expedia Group Inc | +0.1% | -2.04% | 减仓 |
| 19 | ULTA | Ulta Beauty Inc | +0.1% | +16.41% | 加仓 |
| 20 | TGT | Target CORP | +0.1% | NEW | 新建仓 |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | 新建仓 |
| 22 | LNG | Cheniere Energy Inc | +0.1% | -3.33% | 减仓 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -1.01% | 减仓 |
| 24 | NVDA | Nvidia CORP | +0.1% | -1.32% | 减仓 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.99% | 减仓 |
| 26 | PANW | Palo Alto Networks Inc | 0% | +108.56% | 加仓 |
| 27 | WMT | Walmart Inc | 0% | -1.88% | 减仓 |
| 28 | EFA | Ishares Msci Eafe ETF | 0% | +18.11% | 加仓 |
| 29 | AAPL | Apple Inc | -0.1% | -2.79% | 减仓 |
| 30 | PEP | Pepsico Inc | -0.1% | EXIT | 清仓 |
| 31 | LLY | Eli Lilly & Co | -0.1% | EXIT | 清仓 |
| 32 | VZ | Verizon Communications Inc | -0.1% | -4.99% | 减仓 |
| 33 | IQV | Iqvia Holdings Inc | -0.1% | -3.22% | 减仓 |
| 34 | CMCSA | Comcast Corp-class A | -0.2% | -12.57% | 减仓 |
| 35 | DHR | Danaher CORP | -0.2% | -2.86% | 减仓 |
| 36 | LMT | Lockheed Martin CORP | -0.2% | -1.87% | 减仓 |
| 37 | STZ | Constellation Brands Inc-a | -0.2% | -2.91% | 减仓 |
| 38 | D | Dominion Energy Inc | -0.2% | -3.66% | 减仓 |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.2% | -2.82% | 减仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.2% | -1.86% | 减仓 |
| 41 | ABBV | Abbvie Inc | -0.2% | -2.10% | 减仓 |
| 42 | FANG | Diamondback Energy Inc | -0.3% | -4.66% | 减仓 |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.3% | -1.18% | 减仓 |
| 44 | DLTR | Dollar Tree Inc | -0.3% | EXIT | 清仓 |
| 45 | DOW | Dow Inc | -0.4% | EXIT | 清仓 |
| 46 | KVUE | Kenvue Inc | -0.5% | EXIT | 清仓 |
| 47 | BKR | Baker Hughes Co | -0.6% | -81.61% | 减仓 |
| 48 | SWK | Stanley Black & Decker Inc | -0.8% | -87.15% | 减仓 |
| 49 | VEA | Vanguard Ftse Developed ETF | -1.8% | -4.40% | 减仓 |
| 50 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Citizens Business Bank 在 Q4 2024 季度的美股持仓总市值约为 US$6.6亿，共申报了 105 个公开持股仓位。
在 Q4 2024 季度，Citizens Business Bank 按市值排列的前三大核心持股分别为：IWR (10.3%)、VEA (7.4%)、NVDA (4.2%)。其中最大持股仓位 IWR 占据整体投资组合约 10.3% 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
SNOW
市值: US$574.7万
本季最大获利了结 / 清仓标的
ZROZ
前期市值: US$990.9万
在 Q4 2024 季度中，Citizens Business Bank 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 14 个仓位、减仓 26 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 SNOW。 本季清仓仓位包含 ZROZ。
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。