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: 0001904906
申报总市值
US$3.4亿
US$3.4亿
87 檔
20.6%
根据最新整理的 13F 季度数据集，Consilium Wealth Advisory, LLC 于 Q3 2024 结束时的管理资产规模为 US$3.4亿。该机构在本季度申报了 87 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Consilium Wealth Advisory, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 25 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Consilium Wealth Advisory, LLC 的前 5 大核心持股（包含 AOR, AAPL, DFAI 等）合计占整体申报市值的 20.6%，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 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 9.51% | +0.20% | +2.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.25% | -0.37% | +1.02% | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 8.54% | -0.45% | -5.22% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.79% | -0.19% | +2.84% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 4.82% | -0.44% | +0.42% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.33% | +0.15% | +0.36% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.58% | -0.08% | +2.85% | |
| 8 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 3.49% | -0.07% | -0.92% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.59% | -0.01% | +5.39% | |
| 10 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 2.54% | +0.25% | +1.71% | |
| 11 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 2.38% | -0.17% | -0.23% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.26% | +0.07% | -4.47% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.17% | +0.41% | +3.44% | |
| 14 | IFRA | Ishares US Infrastructure | ETF-其他 | 2.05% | +0.11% | +47.92% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.93% | +0.15% | -12.04% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.88% | +0.67% | NEW | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.76% | -0.47% | +3.56% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.75% | -0.30% | +1.68% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | -0.08% | +977.57% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.41% | +0.31% | +11.71% | |
| 21 | TT | Trane Technologies plc | 股票-工业 | 1.34% | +0.15% | +296.17% | |
| 22 | GE | General Electric | 股票-工业 | 1.16% | -0.06% | +4.02% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 1.01% | -0.21% | +157.25% | |
| 24 | IR | Ingersoll-rand Inc | 股票-工业 | 0.97% | -0.01% | +25.46% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | — | -12.27% | |
| 26 | AMGN | Amgen Inc | 股票-医疗保健 | 0.88% | -0.39% | +30.75% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.80% | +0.24% | +270.05% | |
| 28 | AIG | American International Group | 股票-金融 | 0.77% | +0.26% | NEW | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | -0.11% | +2.02% | |
| 30 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.76% | -0.11% | -0.65% | |
| 31 | GEV | GE Vernova Inc | 股票-工业 | 0.75% | -0.08% | +81.84% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.74% | +0.04% | +34.00% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.27% | EXIT | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.62% | — | +3.93% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.59% | -0.05% | +2.36% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.55% | -0.34% | EXIT | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.55% | — | -0.66% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.08% | EXIT | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.46% | -0.01% | -76.19% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | +0.17% | -0.06% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.45% | -0.02% | -60.86% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | +0.05% | -0.08% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.15% | +4.62% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.42% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.40% | — | -1.54% | |
| 46 | FANG | Diamondback Energy Inc | 股票-能源 | 0.40% | -0.05% | +0.02% | |
| 47 | DBEU | Xtrackers Msci Europe Hedged | ETF-其他 | 0.39% | -0.01% | — | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.37% | +0.02% | — | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.37% | — | +6.65% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.33% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TT | Trane Technologies plc | +1.1% | +296.17% | 加仓 |
| 2 | AAPL | Apple Inc | +1% | +1.02% | 加仓 |
| 3 | IFRA | Ishares US Infrastructure | +0.8% | +47.92% | 加仓 |
| 4 | WMT | Walmart Inc | +0.7% | +157.25% | 加仓 |
| 5 | AOR | Ishares Core 60/40 Balanced | +0.6% | +2.01% | 加仓 |
| 6 | ABBV | Abbvie Inc | +0.6% | +270.05% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.5% | NEW | 新建仓 |
| 8 | GEV | GE Vernova Inc | +0.5% | +81.84% | 加仓 |
| 9 | VNQ | Vanguard Real Estate ETF | +0.4% | +8.85% | 加仓 |
| 10 | ORCL | Oracle CORP | +0.3% | NEW | 新建仓 |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | +11.71% | 加仓 |
| 12 | SYK | Stryker CORP | +0.3% | NEW | 新建仓 |
| 13 | META | Meta Platforms Inc-class A | +0.3% | +3.56% | 加仓 |
| 14 | IR | Ingersoll-rand Inc | +0.3% | +25.46% | 加仓 |
| 15 | SCHX | Schwab US Large-cap ETF | +0.2% | +0.36% | 加仓 |
| 16 | AMGN | Amgen Inc | +0.2% | +30.75% | 加仓 |
| 17 | AVGO | Broadcom Inc | +0.2% | +977.57% | 加仓 |
| 18 | GE | General Electric | +0.2% | +4.02% | 加仓 |
| 19 | IEUR | Ishares Core Msci Europe ETF | +0.2% | -0.92% | 减仓 |
| 20 | C | Citigroup Inc | +0.2% | +34.00% | 加仓 |
| 21 | AOA | Ishares Core 80/20 Aggressiv | +0.2% | +1.71% | 加仓 |
| 22 | CRM | Salesforce Inc | +0.1% | +24.76% | 加仓 |
| 23 | DFAI | Dimensional International Co | +0.1% | -5.22% | 减仓 |
| 24 | NEE | Nextera Energy Inc | +0.1% | NEW | 新建仓 |
| 25 | AXP | American Express Co | +0.1% | NEW | 新建仓 |
| 26 | NKE | Nike Inc -cl B | +0.1% | NEW | 新建仓 |
| 27 | HD | Home Depot Inc | +0.1% | +3.93% | 加仓 |
| 28 | MUNI | Pimco Intermediate Municipal | +0.1% | NEW | 新建仓 |
| 29 | SBUX | Starbucks CORP | +0.1% | -0.66% | 减仓 |
| 30 | AOM | Ishares Core 40/60 Moderate | +0.1% | -0.23% | 减仓 |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +1.68% | 加仓 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.88% | 加仓 |
| 33 | SCHA | Schwab US Small-cap ETF | +0.1% | -4.47% | 减仓 |
| 34 | AIG | American International Group | +0.1% | +11.56% | 加仓 |
| 35 | FANG | Diamondback Energy Inc | -0.1% | +0.02% | 加仓 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -12.27% | 减仓 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.44% | 加仓 |
| 38 | PEP | Pepsico Inc | -0.2% | EXIT | 清仓 |
| 39 | IJR | Ishares Core S&p Small-cap E | -0.2% | EXIT | 清仓 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -32.83% | 减仓 |
| 41 | WFC | Wells Fargo & Co | -0.2% | +0.42% | 加仓 |
| 42 | LLY | Eli Lilly & Co | -0.3% | -12.04% | 减仓 |
| 43 | HAL | Halliburton Co | -0.4% | EXIT | 清仓 |
| 44 | MU | Micron Technology Inc | -0.6% | -55.34% | 减仓 |
| 45 | AMAT | Applied Materials Inc | -0.6% | EXIT | 清仓 |
| 46 | MA | Mastercard Inc - A | -0.6% | -60.86% | 减仓 |
| 47 | CRWD | Crowdstrike Holdings Inc - A | -0.7% | EXIT | 清仓 |
| 48 | JEPQ | JPM Nasdaq Equity Premium | -1.5% | -76.19% | 减仓 |
| 49 | JEPI | Jpmorgan Equity Premium Inco | -1.9% | -88.71% | 减仓 |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | -3.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Consilium Wealth Advisory, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.4亿，共申报了 87 个公开持股仓位。
在 Q3 2024 季度，Consilium Wealth Advisory, LLC 按市值排列的前三大核心持股分别为：AOR (9.5%)、AAPL (9.3%)、DFAI (8.5%)。其中最大持股仓位 AOR 占据整体投资组合约 9.5% 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
XOM
市值: US$99.0万
本季最大获利了结 / 清仓标的
SCHE
前期市值: US$636.1万
在 Q3 2024 季度中，Consilium Wealth Advisory, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 25 个仓位、减仓 12 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 XOM。 本季清仓仓位包含 SCHE。
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。