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: 0001723115
申报总市值
US$3.6亿
US$3.6亿
70 檔
559.7%
Q4 2024 季度申报显示，Demars Financial Group, LLC 披露的美股组合总市值为 US$3.6亿，涵盖 70 个不同之权益投资仓位。
在 Q4 2024，Demars Financial Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 41 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Demars Financial Group, LLC 的前 5 大核心持股（包含 FLOT, XLG, SPYV 等）合计占整体申报市值的 559.7%，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 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 24.07% | +0.03% | +5018.96% | |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 18.30% | -0.75% | +5930.24% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 10.16% | -0.06% | +5184.46% | |
| 4 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 6.84% | -0.16% | +2317.35% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-其他 | 5.65% | -3.10% | +28230.95% | |
| 6 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 2.71% | -0.22% | +2039.41% | |
| 7 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 2.64% | -0.04% | +96425.90% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 2.28% | -0.01% | +10525.81% | |
| 9 | MCHI | Ishares Msci China ETF | ETF-新兴市场 | 2.22% | -1.28% | — | |
| 10 | MPT | Medical Properties Trust Inc | 股票-房地产 | 1.76% | +0.01% | +694.83% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.61% | -0.02% | — | |
| 12 | STXG | Strive 1000 Growth ETF | ETF-其他 | 1.47% | +0.01% | +3778.77% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | -0.05% | +13293.61% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.33% | -0.03% | +24931.34% | |
| 15 | BWXT | Bwx Technologies Inc | 股票-工业 | 1.30% | -0.70% | +9308.98% | |
| 16 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.11% | — | — | |
| 17 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.98% | — | +1517.18% | |
| 18 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.96% | -0.69% | +16338.29% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.95% | -0.05% | +7808.34% | |
| 20 | FANG | Diamondback Energy Inc | 股票-能源 | 0.77% | — | — | |
| 21 | ENB | Enbridge Inc | 股票-能源 | 0.68% | -0.02% | +4131.48% | |
| 22 | CB | Chubb Limited | 股票-金融 | 0.62% | — | +26761.37% | |
| 23 | WPC | Wp Carey Inc | 股票-房地产 | 0.59% | +0.18% | +10001.10% | |
| 24 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 0.52% | -0.02% | +3108.49% | |
| 25 | AVA | Avista CORP | 股票-公用事业 | 0.51% | — | — | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.50% | -0.02% | — | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.50% | +0.01% | +3701.05% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | -0.02% | +5729.59% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.43% | -0.07% | +921.29% | |
| 30 | SHOC | Shoc US Semicon Equity ETF | ETF-其他 | 0.43% | +0.13% | +4696.90% | |
| 31 | WCBR | Wisdomtree Cybersecurity Fnd | ETF-其他 | 0.39% | — | +1456.03% | |
| 32 | BAX | Baxter International Inc | 股票-医疗保健 | 0.38% | — | +3112.14% | |
| 33 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.38% | -0.01% | +2279.53% | |
| 34 | CRBG | Corebridge Financial Inc | 股票-金融 | 0.36% | — | — | |
| 35 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.36% | -0.03% | +4647.17% | |
| 36 | O | Realty Income CORP | 股票-房地产 | 0.35% | -0.16% | — | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 0.30% | — | +7736.50% | |
| 38 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.27% | -0.01% | +5780.87% | |
| 39 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.27% | — | +21944.59% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.23% | -0.01% | +6052.33% | |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.22% | -0.01% | +31.67% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.21% | -0.03% | +8711.55% | |
| 43 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.20% | — | +7920.25% | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.20% | -0.09% | EXIT | |
| 45 | KR | Kroger Co | 股票-非周期性消费 | 0.18% | — | +5326.38% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.17% | -0.03% | +12422.51% | |
| 47 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 0.16% | — | +16009.45% | |
| 48 | FSLR | First Solar Inc | 股票-科技 | 0.13% | +0.06% | NEW | |
| 49 | PSX | Phillips 66 | 股票-能源 | 0.13% | -0.05% | +10390.03% | |
| 50 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工业 | 0.12% | +0.04% | +16964.59% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | +8.1% | +5930.24% | 加仓 |
| 2 | FLOT | Ishares Floating Rate Bond E | +6.8% | +5018.96% | 加仓 |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | +4.2% | +2317.35% | 加仓 |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | +2.8% | +5184.46% | 加仓 |
| 5 | FSTA | Fidelity Msci Cons Stap Indx | +2.5% | +96425.90% | 加仓 |
| 6 | MCHI | Ishares Msci China ETF | +2.2% | NEW | 新建仓 |
| 7 | MPT | Medical Properties Trust Inc | +1.7% | +694.83% | 加仓 |
| 8 | CEF | Sprott Physical Gold And Sil | +1.7% | +2039.41% | 加仓 |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.6% | NEW | 新建仓 |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +1.1% | NEW | 新建仓 |
| 11 | OBDC | Blue Owl Capital CORP | +0.8% | +1517.18% | 加仓 |
| 12 | FANG | Diamondback Energy Inc | +0.8% | NEW | 新建仓 |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +7808.34% | 加仓 |
| 14 | STXG | Strive 1000 Growth ETF | +0.5% | +3778.77% | 加仓 |
| 15 | AVA | Avista CORP | +0.5% | NEW | 新建仓 |
| 16 | BMY | Bristol-myers Squibb Co | +0.5% | NEW | 新建仓 |
| 17 | CRBG | Corebridge Financial Inc | +0.4% | NEW | 新建仓 |
| 18 | O | Realty Income CORP | +0.4% | NEW | 新建仓 |
| 19 | WPC | Wp Carey Inc | +0.3% | +10001.10% | 加仓 |
| 20 | ENB | Enbridge Inc | +0.3% | +4131.48% | 加仓 |
| 21 | FMDE | Fidelity Enhanced Mid Cap Co | +0.3% | +3108.49% | 加仓 |
| 22 | FREL | Fidelity Msci Rl Est Indx | +0.2% | +2279.53% | 加仓 |
| 23 | BAX | Baxter International Inc | +0.2% | +3112.14% | 加仓 |
| 24 | VZ | Verizon Communications Inc | +0.2% | +3701.05% | 加仓 |
| 25 | SHOC | Shoc US Semicon Equity ETF | +0.2% | +4696.90% | 加仓 |
| 26 | WCBR | Wisdomtree Cybersecurity Fnd | +0.1% | +1456.03% | 加仓 |
| 27 | HON | Honeywell International Inc | +0.1% | NEW | 新建仓 |
| 28 | FUTY | Fidelity Msci US Utilities | +0.1% | +4647.17% | 加仓 |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | +5729.59% | 加仓 |
| 30 | DGRO | Ishares Core Dividend Growth | 0% | +6052.33% | 加仓 |
| 31 | KR | Kroger Co | 0% | +5326.38% | 加仓 |
| 32 | WMT | Walmart Inc | 0% | +8935.53% | 加仓 |
| 33 | FHLC | Fidelity Msci Health Care | 0% | +5780.87% | 加仓 |
| 34 | PYPL | Paypal Holdings Inc | 0% | +7920.25% | 加仓 |
| 35 | MDT | Medtronic plc | -0.1% | +7736.50% | 加仓 |
| 36 | EOG | Eog Resources Inc | -0.1% | +12422.51% | 加仓 |
| 37 | PSX | Phillips 66 | -0.1% | +10390.03% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | -0.2% | +8711.55% | 加仓 |
| 39 | NXST | Nexstar Media Group Inc | -0.2% | +16009.45% | 加仓 |
| 40 | PEP | Pepsico Inc | -0.2% | +16275.84% | 加仓 |
| 41 | FSLR | First Solar Inc | -0.3% | +17404.48% | 加仓 |
| 42 | AMZN | Amazon.com Inc | -0.4% | +21944.59% | 加仓 |
| 43 | MPC | Marathon Petroleum CORP | -0.9% | +16338.29% | 加仓 |
| 44 | NVDA | Nvidia CORP | -1% | +13293.61% | 加仓 |
| 45 | TLH | Ishares 10-20 Year Treasury | -1% | +10525.81% | 加仓 |
| 46 | BWXT | Bwx Technologies Inc | -1.1% | +9308.98% | 加仓 |
| 47 | CB | Chubb Limited | -2% | +26761.37% | 加仓 |
| 48 | AAPL | Apple Inc | -3.1% | +24931.34% | 加仓 |
| 49 | XLE | Ss Energy Select Sector | -4.1% | +921.29% | 加仓 |
| 50 | OEF | Ishares S&p 100 ETF | -17% | +28230.95% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Demars Financial Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.6亿，共申报了 70 个公开持股仓位。
在 Q4 2024 季度，Demars Financial Group, LLC 按市值排列的前三大核心持股分别为：FLOT (24.1%)、XLG (18.3%)、SPYV (10.2%)。其中最大持股仓位 FLOT 占据整体投资组合约 24.1% 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
MCHI
市值: US$6889.4万
在 Q4 2024 季度中，Demars Financial Group, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 41 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 MCHI。
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。