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: 0001915714
申报总市值
US$3.8亿
US$3.8亿
166 檔
8.7%
截至 Q4 2024 季度末，Comprehensive Financial Consultants Institutional, Inc. 的美股持仓估值约为 US$3.8亿，全数申报仓位共有 166 档。
在 Q4 2024 期间，Comprehensive Financial Consultants Institutional, Inc. 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，Comprehensive Financial Consultants Institutional, Inc. 的前 5 大核心持股（包含 JPM, AAPL, AVGO 等）合计占整体申报市值的 8.7%，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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.82% | -0.01% | -2.87% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.63% | +0.01% | +1.02% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.35% | +0.08% | +0.72% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | +0.01% | +2.21% | |
| 5 | HD | Home Depot Inc | 股票-周期性消费 | 1.96% | +0.14% | +2.75% | |
| 6 | ETN | Eaton Corporation plc | 股票-工业 | 1.95% | +0.12% | -0.02% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 1.91% | -0.33% | -4.56% | |
| 8 | MSI | Motorola Solutions Inc | 股票-科技 | 1.88% | -0.16% | -3.12% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.69% | -0.15% | +2.16% | |
| 10 | CB | Chubb Limited | 股票-金融 | 1.63% | -0.14% | -0.04% | |
| 11 | CME | Cme Group Inc | 股票-金融 | 1.59% | -0.43% | +2.73% | |
| 12 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.54% | -0.12% | +3.43% | |
| 13 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 1.53% | -0.06% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.49% | +0.32% | +4.51% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.49% | -0.15% | +3.96% | |
| 16 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.48% | +0.06% | +4.18% | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.45% | -0.28% | +5.19% | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.43% | — | +7.17% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 1.42% | +0.01% | +4.68% | |
| 20 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.42% | -0.16% | +3.49% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 1.34% | +0.08% | +12.67% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.34% | -0.60% | EXIT | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.31% | -1.20% | EXIT | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.31% | +0.40% | +2.58% | |
| 25 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 1.30% | -0.04% | — | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.26% | +0.04% | -1.16% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.24% | +0.01% | -0.38% | |
| 28 | ZALT | Innovator US Eq 10 Buffer | ETF-其他 | 1.19% | -0.06% | +2.93% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.11% | -0.05% | +6.70% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.06% | -0.06% | +0.66% | |
| 31 | TT | Trane Technologies plc | 股票-工业 | 1.06% | +0.05% | -1.34% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | -0.03% | +1.59% | |
| 33 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.01% | -0.02% | +10.78% | |
| 34 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.99% | -0.09% | +1.10% | |
| 35 | FISV | Fiserv Inc | 股票-其他 | 0.97% | — | -4.29% | |
| 36 | ALL | Allstate CORP | 股票-金融 | 0.97% | +0.06% | +1.50% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.96% | +0.09% | +0.52% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.05% | +3.55% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.94% | +0.09% | +83.55% | |
| 40 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.93% | — | -0.60% | |
| 41 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.87% | -0.05% | +10.92% | |
| 42 | SPGI | S&p Global Inc | 股票-金融 | 0.86% | — | +3.78% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.84% | -0.05% | -1.20% | |
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 0.84% | — | -0.24% | |
| 45 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.77% | +0.13% | +94.52% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.76% | — | +4.90% | |
| 47 | FANG | Diamondback Energy Inc | 股票-能源 | 0.74% | -0.23% | +5.60% | |
| 48 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.72% | -0.12% | +0.48% | |
| 49 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.71% | +0.14% | +5.46% | |
| 50 | LHX | L3harris Technologies Inc | 股票-工业 | 0.71% | — | +5.45% |
根据 SEC 官方 Form 13F 申报备案，Comprehensive Financial Consultants Institutional, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$3.8亿，共申报了 166 个公开持股仓位。
在 Q4 2024 季度，Comprehensive Financial Consultants Institutional, Inc. 按市值排列的前三大核心持股分别为：JPM (2.8%)、AAPL (2.6%)、AVGO (2.4%)。其中最大持股仓位 JPM 占据整体投资组合约 2.8% 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 Q4 2024 季度中，Comprehensive Financial Consultants Institutional, Inc. 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。