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: 0001845081
申报总市值
US$2.2亿
US$2.2亿
77 檔
17.2%
截至 Q3 2024 季度末，Cohen Investment Advisors LLC 的美股持仓估值约为 US$2.2亿，全数申报仓位共有 77 档。
Cohen Investment Advisors LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 39 档持股的同时，亦同步清仓 2 档并减仓 34 档标的。
在资产配置集中度方面，Cohen Investment Advisors LLC 的前 5 大核心持股（包含 AAPL, LLY, MSFT 等）合计占整体申报市值的 17.2%，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 | AAPL | Apple Inc | 股票-科技 | 6.49% | +0.28% | -2.09% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.28% | +0.91% | -17.48% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.19% | -9.11% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.95% | +0.22% | -1.23% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.59% | -0.23% | +1.99% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.97% | +0.57% | +2.80% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | +0.10% | +3.00% | |
| 8 | BX | Blackstone Inc | 股票-金融 | 2.59% | -0.05% | +4.62% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.52% | +0.32% | +7.88% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 2.40% | -0.09% | +6.17% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.26% | -0.75% | -5.25% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 2.20% | +0.09% | -3.93% | |
| 13 | INTU | Intuit Inc | 股票-科技 | 2.20% | -0.62% | -7.67% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.18% | +0.14% | +10.09% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 2.12% | -0.23% | +12.91% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 2.02% | -0.07% | +9.92% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.99% | +0.19% | +12.28% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.99% | -0.01% | -0.96% | |
| 19 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.97% | +0.08% | +11.87% | |
| 20 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.90% | -0.27% | +8.21% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.89% | -0.10% | +45.01% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.87% | -0.21% | +10.19% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.87% | -0.31% | +0.37% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.84% | -0.06% | — | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.84% | -0.06% | -2.94% | |
| 26 | NOC | Northrop Grumman CORP | 股票-工业 | 1.82% | -0.04% | +1.45% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.76% | -0.23% | +22.81% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.72% | -0.64% | -0.78% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.71% | +0.86% | +14.14% | |
| 30 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 1.70% | -0.88% | EXIT | |
| 31 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.66% | -0.36% | +17.94% | |
| 32 | O | Realty Income CORP | 股票-房地产 | 1.55% | -0.06% | +519.72% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 1.53% | +0.08% | +26.41% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 1.50% | -0.05% | -0.01% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.47% | — | +6.96% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.36% | +0.10% | +4.01% | |
| 37 | PFE | Pfizer Inc | 股票-医疗保健 | 1.33% | -0.29% | +19.68% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.18% | -0.05% | +11.37% | |
| 39 | BA | Boeing Co/the | 股票-工业 | 1.08% | +0.03% | +21.85% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | +0.12% | -4.55% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | +0.08% | +5.31% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | +0.06% | +3.88% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | +0.09% | +7.08% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.42% | -0.08% | -20.53% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | +0.03% | -14.78% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.36% | +0.12% | +0.92% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.35% | +0.04% | +16.46% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.33% | +0.04% | -19.01% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.33% | — | -18.23% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.33% | +0.03% | -79.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | +1.8% | NEW | 新建仓 |
| 2 | O | Realty Income CORP | +1.3% | +519.72% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +1.2% | +1.99% | 加仓 |
| 4 | RTX | Rtx CORP | +0.7% | +12.91% | 加仓 |
| 5 | NOW | Servicenow Inc | +0.5% | +6.17% | 加仓 |
| 6 | GS | Goldman Sachs Group Inc | +0.5% | +7.88% | 加仓 |
| 7 | NEE | Nextera Energy Inc | +0.5% | +22.81% | 加仓 |
| 8 | BAC | Bank Of America CORP | +0.4% | +12.28% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.4% | -1.23% | 减仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | +3.00% | 加仓 |
| 11 | VZ | Verizon Communications Inc | +0.3% | +17.94% | 加仓 |
| 12 | BX | Blackstone Inc | +0.3% | +4.62% | 加仓 |
| 13 | JNJ | Johnson & Johnson | +0.3% | +45.01% | 加仓 |
| 14 | WMB | Williams Cos Inc | +0.2% | NEW | 新建仓 |
| 15 | CME | Cme Group Inc | +0.2% | NEW | 新建仓 |
| 16 | CRM | Salesforce Inc | +0.2% | +10.19% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.2% | -17.48% | 减仓 |
| 18 | KMI | Kinder Morgan, Inc. | +0.2% | +8.21% | 加仓 |
| 19 | DKNG | Draftkings Inc-cl A | +0.1% | +7.80% | 加仓 |
| 20 | AAPL | Apple Inc | +0.1% | -2.09% | 减仓 |
| 21 | WFC | Wells Fargo & Co | +0.1% | -0.01% | 减仓 |
| 22 | KO | Coca-cola Co/the | +0.1% | +6.96% | 加仓 |
| 23 | NVDA | Nvidia CORP | +0.1% | +505.63% | 加仓 |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +16.46% | 加仓 |
| 25 | T | At&t Inc | 0% | -4.03% | 减仓 |
| 26 | VUG | Vanguard Growth ETF | 0% | -4.55% | 减仓 |
| 27 | VB | Vanguard Small-cap ETF | 0% | +7.08% | 加仓 |
| 28 | IBM | Intl Business Machines CORP | 0% | -14.78% | 减仓 |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +20.58% | 加仓 |
| 30 | V | Visa Inc-class A Shares | — | +10.09% | 加仓 |
| 31 | AMGN | Amgen Inc | — | +9.92% | 加仓 |
| 32 | DIS | Walt Disney Co/the | — | +11.37% | 加仓 |
| 33 | VTV | Vanguard Value ETF | — | +3.88% | 加仓 |
| 34 | TXN | Texas Instruments Inc | — | +0.92% | 加仓 |
| 35 | VOD | Vodafone Group Plc-sp Adr | — | +24.55% | 加仓 |
| 36 | TRP | Tc Energy CORP | 0% | -7.70% | 减仓 |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +5.31% | 加仓 |
| 38 | ETR | Entergy CORP | 0% | -13.42% | 减仓 |
| 39 | BNS | Bank Of Nova Scotia | 0% | +0.16% | 加仓 |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | +2.80% | 加仓 |
| 41 | HD | Home Depot Inc | 0% | -3.93% | 减仓 |
| 42 | AEP | American Electric Power | 0% | -12.93% | 减仓 |
| 43 | UL | Unilever PLC | 0% | -11.62% | 减仓 |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | +1.63% | 加仓 |
| 45 | STZ | Constellation Brands Inc-a | -0.1% | -5.04% | 减仓 |
| 46 | PEP | Pepsico Inc | -0.1% | — | 不变 |
| 47 | LMT | Lockheed Martin CORP | -0.1% | -20.53% | 减仓 |
| 48 | SO | Southern Co/the | -0.1% | -23.18% | 减仓 |
| 49 | PM | Philip Morris International | -0.1% | -18.63% | 减仓 |
| 50 | RIO | Rio Tinto Plc-spon Adr | -0.1% | -8.11% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Cohen Investment Advisors LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 77 个公开持股仓位。
在 Q3 2024 季度，Cohen Investment Advisors LLC 按市值排列的前三大核心持股分别为：AAPL (6.5%)、LLY (5.3%)、MSFT (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.5% 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
CB
市值: US$301.5万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$212.7万
在 Q3 2024 季度中，Cohen Investment Advisors LLC 共进行了 78 项持仓异动，包含新建仓 3 个仓位、加仓 39 个仓位、减仓 34 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CB。 本季清仓仓位包含 INTC。
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。