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: 0001777469
申报总市值
US$3.0亿
US$3.0亿
163 檔
27.8%
根据最新整理的 13F 季度数据集，E Fund Management 于 Q4 2024 结束时的管理资产规模为 US$3.0亿。该机构在本季度申报了 163 档美股持仓，呈现出该时期的主要投资地图。
E Fund Management 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 13 档持股的同时，亦同步清仓 6 档并减仓 20 档标的。
在资产配置集中度方面，E Fund Management 的前 5 大核心持股（包含 PDD, IVV, YUMC 等）合计占整体申报市值的 27.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
VOO
市值: US$48.8万
本季最大获利了结 / 清仓标的
EDV
前期市值: US$238.1万
| # | 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 | PDD | Pdd Holdings Inc | 股票-周期性消费 | 31.34% | -7.23% | -20.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 13.05% | -1.16% | +15.29% | |
| 3 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 8.56% | -1.32% | -22.61% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.40% | -0.49% | +13.19% | |
| 5 | BEKE | Ke Holdings Inc-adr | 股票-其他 | 5.48% | — | -21.94% | |
| 6 | TME | Tencent Music Entertainm-adr | 股票-通信服务 | 3.96% | -0.31% | -21.08% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.26% | — | -11.22% | |
| 8 | HTHT | H World Group Ltd-adr | 股票-其他 | 3.13% | -0.78% | -21.20% | |
| 9 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 2.14% | -0.39% | -27.44% | |
| 10 | QFIN | Qfin Holdings Inc-adr | 股票-其他 | 2.08% | — | -21.08% | |
| 11 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 1.92% | -0.42% | -21.08% | |
| 12 | BZ | Kanzhun LTD - Adr | 股票-其他 | 1.71% | -0.28% | -20.41% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.49% | — | -7.21% | |
| 14 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 1.49% | — | -13.73% | |
| 15 | LEGN | Legend Biotech Corp-adr | 股票-其他 | 1.12% | +0.02% | -19.79% | |
| 16 | ATHM | Autohome Inc-adr | 股票-其他 | 1.09% | +0.04% | -6.02% | |
| 17 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.99% | — | -45.13% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.56% | +0.15% | +147.70% | |
| 19 | SOHU | Sohu.com Ltd-adr | 股票-其他 | 0.48% | -0.42% | +129.66% | |
| 20 | ZH | Zhihu Inc - Adr | 股票-其他 | 0.43% | -0.33% | +83.09% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | — | — | |
| 22 | AAPL | Apple Inc | 股票-科技 | 0.36% | +0.41% | +2162.50% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | -0.20% | +45.84% | |
| 24 | LX | Lexinfintech Holdings L-adr | 股票-其他 | 0.35% | — | — | |
| 25 | HUYA | Huya Inc-adr | 股票-其他 | 0.30% | -0.01% | — | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.25% | +0.39% | +22.88% | |
| 27 | JOYY | Joyy Inc-adr | 股票-其他 | 0.24% | -0.14% | -15.24% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 0.20% | -0.01% | -10.00% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.20% | +0.22% | -2.34% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.20% | -0.10% | +3.20% | |
| 31 | MSCI | Msci Inc | 股票-金融 | 0.17% | +0.13% | — | |
| 32 | MOMO | Hello Group Inc -spn Adr | 股票-其他 | 0.15% | -0.10% | -41.74% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.14% | +0.29% | -39.84% | |
| 34 | NFLX | Netflix Inc | 股票-通信服务 | 0.13% | -0.17% | +285.42% | |
| 35 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 0.13% | — | — | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.11% | — | +87.77% | |
| 37 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.11% | — | NEW | |
| 38 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.11% | -0.10% | +42.20% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.11% | +0.12% | -6.51% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.11% | +0.04% | — | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.11% | +0.23% | +41.85% | |
| 42 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.10% | +0.01% | +310.39% | |
| 43 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.10% | +0.10% | +44550.00% | |
| 44 | IT | Gartner Inc | 股票-科技 | 0.10% | — | — | |
| 45 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.10% | — | +35100.00% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.09% | +0.01% | +32.63% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.09% | +0.09% | +713.43% | |
| 48 | GE | General Electric | 股票-工业 | 0.09% | +0.02% | — | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.09% | -0.07% | -64.64% | |
| 50 | VRSN | Verisign Inc | 股票-科技 | 0.08% | — | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +4.8% | +15.29% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3% | +13.19% | 加仓 |
| 3 | YUMC | Yum China Holdings Inc | +0.8% | -22.61% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.4% | +147.70% | 加仓 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | 新建仓 |
| 6 | LX | Lexinfintech Holdings L-adr | +0.4% | NEW | 新建仓 |
| 7 | AAPL | Apple Inc | +0.4% | +2162.50% | 加仓 |
| 8 | HUYA | Huya Inc-adr | +0.3% | NEW | 新建仓 |
| 9 | SOHU | Sohu.com Ltd-adr | +0.3% | +129.66% | 加仓 |
| 10 | ZH | Zhihu Inc - Adr | +0.2% | +83.09% | 加仓 |
| 11 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | -11.22% | 减仓 |
| 12 | MSFT | Microsoft CORP | +0.2% | +45.84% | 加仓 |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | -7.21% | 减仓 |
| 14 | HIMX | Himax Technologies Inc-adr | +0.1% | NEW | 新建仓 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +22.88% | 加仓 |
| 16 | DECK | Deckers Outdoor CORP | +0.1% | NEW | 新建仓 |
| 17 | WMT | Walmart Inc | +0.1% | NEW | 新建仓 |
| 18 | NFLX | Netflix Inc | +0.1% | +285.42% | 加仓 |
| 19 | DDOG | Datadog Inc - Class A | +0.1% | +44550.00% | 加仓 |
| 20 | TTD | Trade Desk Inc/the -class A | +0.1% | +35100.00% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建仓 |
| 22 | VRSN | Verisign Inc | +0.1% | NEW | 新建仓 |
| 23 | TER | Teradyne Inc | +0.1% | NEW | 新建仓 |
| 24 | AS | Amer Sports, Inc. | +0.1% | NEW | 新建仓 |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +713.43% | 加仓 |
| 26 | BSX | Boston Scientific CORP | +0.1% | +310.39% | 加仓 |
| 27 | BTI | British American Tob-sp Adr | +0.1% | NEW | 新建仓 |
| 28 | VGLT | Vanguard Long-term Treasury | +0.1% | -13.73% | 减仓 |
| 29 | ATHM | Autohome Inc-adr | — | -6.02% | 减仓 |
| 30 | TME | Tencent Music Entertainm-adr | 0% | -21.08% | 减仓 |
| 31 | MOMO | Hello Group Inc -spn Adr | 0% | -41.74% | 减仓 |
| 32 | SAP | Sap Se-sponsored Adr | -0.1% | EXIT | 清仓 |
| 33 | LULU | Lululemon Athletica Inc | -0.1% | -97.53% | 减仓 |
| 34 | NVDA | Nvidia CORP | -0.1% | -64.64% | 减仓 |
| 35 | SNPS | Synopsys Inc | -0.1% | -95.47% | 减仓 |
| 36 | FANG | Diamondback Energy Inc | -0.1% | -97.04% | 减仓 |
| 37 | IQV | Iqvia Holdings Inc | -0.1% | EXIT | 清仓 |
| 38 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清仓 |
| 39 | FUTU | Futu Holdings Ltd-adr | -0.1% | -69.90% | 减仓 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | 清仓 |
| 41 | TCOM | Trip.com Group Ltd-adr | -0.2% | -45.13% | 减仓 |
| 42 | BEKE | Ke Holdings Inc-adr | -0.2% | -21.94% | 减仓 |
| 43 | HTHT | H World Group Ltd-adr | -0.2% | -21.20% | 减仓 |
| 44 | TAL | Tal Education Group- Adr | -0.2% | -21.08% | 减仓 |
| 45 | BZ | Kanzhun LTD - Adr | -0.3% | -20.41% | 减仓 |
| 46 | VIPS | Vipshop Holdings LTD - Adr | -0.4% | -27.44% | 减仓 |
| 47 | LEGN | Legend Biotech Corp-adr | -0.4% | -19.79% | 减仓 |
| 48 | IQ | Iqiyi Inc-adr | -0.6% | EXIT | 清仓 |
| 49 | EDV | Vanguard Extended Dur Treas | -1.4% | EXIT | 清仓 |
| 50 | PDD | Pdd Holdings Inc | -9.8% | -20.97% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，E Fund Management 在 Q4 2024 季度的美股持仓总市值约为 US$3.0亿，共申报了 163 个公开持股仓位。
在 Q4 2024 季度，E Fund Management 按市值排列的前三大核心持股分别为：PDD (31.3%)、IVV (13.1%)、YUMC (8.6%)。其中最大持股仓位 PDD 占据整体投资组合约 31.3% 的权重。
在 Q4 2024 季度中，E Fund Management 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 13 个仓位、减仓 20 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 VOO。 本季清仓仓位包含 EDV。
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。
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。
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。