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: 0001690531
申报总市值
US$13.6亿
US$13.6亿
172 檔
27.1%
Q3 2024 季度申报显示，Clearwater Capital Advisors, LLC 披露的美股组合总市值为 US$13.6亿，涵盖 172 个不同之权益投资仓位。
在 Q3 2024 期间，Clearwater Capital Advisors, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Clearwater Capital Advisors, LLC 的前 5 大核心持股（包含 NEAR, DGRW, LRGF 等）合计占整体申报市值的 27.1%，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 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 12.02% | -0.73% | +3.14% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 7.12% | -0.01% | +0.84% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 5.91% | +0.36% | +1.76% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 5.55% | -0.19% | -32.31% | |
| 5 | INTF | Ishares International Equity | ETF-其他 | 5.48% | -0.27% | +1.84% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.29% | -0.28% | +3.28% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.07% | -0.04% | +2.51% | |
| 8 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 4.04% | -0.13% | +3.23% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-其他 | 3.15% | -0.18% | — | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 3.02% | +0.18% | +2.45% | |
| 11 | MBB | Ishares Mbs ETF | ETF-其他 | 2.46% | -0.08% | +3.26% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 2.10% | -0.47% | -0.49% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.96% | +0.12% | +2.02% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.91% | — | +4.41% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.85% | -0.09% | -2.79% | |
| 16 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 1.57% | +0.01% | +4.88% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.38% | -0.09% | -4.91% | |
| 18 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.35% | -0.07% | -4.19% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.33% | +0.13% | +2.48% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.31% | +0.07% | +14.46% | |
| 21 | SNSR | Global X Internet Of Things | ETF-其他 | 1.25% | — | +1.58% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.22% | +0.33% | +1.38% | |
| 23 | FIW | First Trust Water ETF | ETF-其他 | 1.10% | -0.02% | +1.91% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.05% | +0.08% | +3.72% | |
| 25 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 1.04% | +0.05% | +2.97% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.01% | +0.01% | -2.43% | |
| 27 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.96% | +0.03% | +2.88% | |
| 28 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.92% | — | +6.28% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | +0.05% | -0.16% | |
| 30 | ARKF | Ark Blockchain & Fintech Inn | ETF-科技型 | 0.81% | +0.01% | +2.23% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.02% | +126.30% | |
| 32 | SUB | Ishares Short-term National | ETF-其他 | 0.69% | -0.06% | +5.61% | |
| 33 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.62% | -0.05% | +5.84% | |
| 34 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.61% | +0.05% | +4.18% | |
| 35 | WCLD | Wisdomtree Cloud Computing | ETF-其他 | 0.57% | +0.11% | +14.78% | |
| 36 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.56% | -0.02% | -1.17% | |
| 37 | GIGB | Goldman Sachs Inv Grd CORP | ETF-避险与商品 | 0.55% | — | +3.31% | |
| 38 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 0.48% | — | -5.39% | |
| 39 | ARKG | Ark Genomic Revolution ETF | ETF-其他 | 0.46% | -0.01% | +6.52% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.45% | -0.03% | -3.27% | |
| 41 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.37% | -0.08% | +6.97% | |
| 42 | ARKK | Ark Innovation ETF | ETF-其他 | 0.36% | — | -10.13% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.35% | +0.01% | +0.21% | |
| 44 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.34% | +0.04% | -4.66% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.33% | -0.01% | -1.12% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.28% | — | -2.61% | |
| 47 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.28% | +0.01% | — | |
| 48 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 0.26% | -0.02% | +40.57% | |
| 49 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.26% | +0.01% | -0.42% | |
| 50 | HD | Home Depot Inc | 股票-周期性消费 | 0.25% | — | +227.34% |
根据 SEC 官方 Form 13F 申报备案，Clearwater Capital Advisors, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$13.6亿，共申报了 172 个公开持股仓位。
在 Q3 2024 季度，Clearwater Capital Advisors, LLC 按市值排列的前三大核心持股分别为：NEAR (12.0%)、DGRW (7.1%)、LRGF (5.9%)。其中最大持股仓位 NEAR 占据整体投资组合约 12.0% 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。
在 Q3 2024 季度中，Clearwater Capital Advisors, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。