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: 0001744349
申报总市值
US$54.0亿
US$54.0亿
542 檔
6.9%
根据最新整理的 13F 季度数据集，Elevation Point Wealth Partners, LLC 于 Q4 2024 结束时的管理资产规模为 US$54.0亿。该机构在本季度申报了 542 档美股持仓，呈现出该时期的主要投资地图。
Elevation Point Wealth Partners, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 40 个全新仓位及加仓 55 档持股的同时，亦同步清仓 27 档并减仓 76 档标的。
在资产配置集中度方面，Elevation Point Wealth Partners, LLC 的前 5 大核心持股（包含 AAPL, SPYV, SPYG 等）合计占整体申报市值的 6.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 542 只）
| # | 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 | 13.99% | -0.32% | -16.06% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.64% | +0.86% | NEW | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.27% | +0.72% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.29% | +0.05% | +12.04% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 3.01% | +0.20% | NEW | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.49% | +0.06% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | +0.14% | +29.15% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.36% | +16.25% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.31% | -0.05% | +68.71% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.15% | +0.04% | +1.46% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.13% | -0.08% | +7.82% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | -0.07% | +16.50% | |
| 13 | BIDD | Ishares International Divide | ETF-其他 | 0.96% | — | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.04% | +80.71% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.85% | +0.09% | +4.92% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.85% | +0.14% | +62.12% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.82% | +0.05% | -21.78% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | -0.07% | +3.07% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | +0.02% | +141.61% | |
| 20 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.69% | -0.06% | — | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | -0.05% | -6.52% | |
| 22 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.64% | -0.04% | -4.58% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.10% | -4.56% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | -0.01% | +6.78% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.57% | +0.04% | +4.31% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.49% | -0.12% | +32.71% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.54% | -0.07% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.47% | -0.01% | -11.37% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.47% | +0.03% | -13.15% | |
| 30 | PGR | Progressive CORP | 股票-金融 | 0.47% | -0.01% | +41.70% | |
| 31 | XLF | Ss Financial Select Sector | ETF-其他 | 0.46% | -0.04% | -19.41% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.45% | -0.01% | -3.98% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | +0.04% | +3.80% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.44% | — | -20.89% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.43% | -0.05% | +38.65% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.43% | -0.02% | -12.34% | |
| 37 | TSLA | Tesla Inc | 股票-周期性消费 | 0.42% | -0.01% | -18.05% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | +0.01% | -8.94% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.41% | -0.06% | +199.96% | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.41% | -0.01% | +5.60% | |
| 41 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.40% | -0.02% | +186.61% | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.40% | -1.05% | +4.32% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | +0.01% | +5.93% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.39% | +0.02% | -21.34% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.38% | -0.07% | +25.59% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.38% | -0.20% | -12.15% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.37% | -0.05% | -0.26% | |
| 48 | NSC | Norfolk Southern CORP | 股票-工业 | 0.37% | -0.01% | -0.80% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.37% | -0.01% | -23.10% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.02% | -20.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | +68.71% | 加仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | +141.61% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +29.15% | 加仓 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +80.71% | 加仓 |
| 5 | NOC | Northrop Grumman CORP | +0.3% | +1284.37% | 加仓 |
| 6 | MRSH | Marsh & Mclennan Cos | +0.2% | +186.61% | 加仓 |
| 7 | NEE | Nextera Energy Inc | +0.2% | +199.96% | 加仓 |
| 8 | SAP | Sap Se-sponsored Adr | +0.2% | +208.23% | 加仓 |
| 9 | TGT | Target CORP | +0.2% | +358.71% | 加仓 |
| 10 | SLB | Slb LTD | +0.2% | +166.27% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.2% | -18.05% | 减仓 |
| 12 | QCOM | Qualcomm Inc | +0.1% | +176.36% | 加仓 |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | +62.12% | 加仓 |
| 14 | AMAT | Applied Materials Inc | +0.1% | +335.45% | 加仓 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +38.65% | 加仓 |
| 16 | NFLX | Netflix Inc | +0.1% | +40.63% | 加仓 |
| 17 | NXPI | NXP Semiconductors N.V. | +0.1% | +141.02% | 加仓 |
| 18 | CVX | Chevron CORP | +0.1% | +94.75% | 加仓 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +216.40% | 加仓 |
| 20 | NVDA | Nvidia CORP | +0.1% | +16.50% | 加仓 |
| 21 | COST | Costco Wholesale CORP | +0.1% | +281.53% | 加仓 |
| 22 | APP | Applovin Corp-class A | +0.1% | -39.49% | 减仓 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +24.90% | 加仓 |
| 24 | GDDY | Godaddy Inc - Class A | +0.1% | +205.26% | 加仓 |
| 25 | GLBE | Global-E Online Ltd. | +0.1% | +143.75% | 加仓 |
| 26 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +62.47% | 加仓 |
| 27 | GE | General Electric | +0.1% | +294.36% | 加仓 |
| 28 | AVGO | Broadcom Inc | 0% | -6.52% | 减仓 |
| 29 | IEFA | Ishares Core Msci Eafe ETF | 0% | +50.82% | 加仓 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +36.54% | 加仓 |
| 31 | IWP | Ishares Russell Mid-cap Grow | 0% | +202.96% | 加仓 |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 0% | +26.21% | 加仓 |
| 33 | LPLA | Lpl Financial Holdings Inc | 0% | +35.72% | 加仓 |
| 34 | ATR | Aptargroup Inc | 0% | +288.50% | 加仓 |
| 35 | BX | Blackstone Inc | 0% | +153.81% | 加仓 |
| 36 | TLN | Talen Energy CORP | 0% | +124.11% | 加仓 |
| 37 | DGRO | Ishares Core Dividend Growth | 0% | +30.09% | 加仓 |
| 38 | SE | Sea Ltd-adr | 0% | +16.75% | 加仓 |
| 39 | MUB | Ishares National Muni Bond E | 0% | +63.16% | 加仓 |
| 40 | DE | Deere & Co | 0% | +73.77% | 加仓 |
| 41 | GS | Goldman Sachs Group Inc | 0% | +9.74% | 加仓 |
| 42 | IEMG | Ishares Core Msci Emerging | 0% | +53.05% | 加仓 |
| 43 | SCHW | Schwab (charles) CORP | 0% | +16.86% | 加仓 |
| 44 | TEAM | Atlassian Corp-cl A | 0% | -4.69% | 减仓 |
| 45 | SYY | Sysco CORP | 0% | +75.36% | 加仓 |
| 46 | EFV | Ishares Msci Eafe Value ETF | 0% | +32.71% | 加仓 |
| 47 | LOW | Lowe's Cos Inc | 0% | +46.12% | 加仓 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | — | +4.31% | 加仓 |
| 49 | HD | Home Depot Inc | — | +25.59% | 加仓 |
| 50 | XLC | Ss Comm Select Sector Spdr | — | +11.40% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Elevation Point Wealth Partners, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$54.0亿，共申报了 542 个公开持股仓位。
在 Q4 2024 季度，Elevation Point Wealth Partners, LLC 按市值排列的前三大核心持股分别为：AAPL (14.0%)、SPYV (5.6%)、SPYG (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 14.0% 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
SPYV
市值: US$6990.2万
本季最大获利了结 / 清仓标的
DG
前期市值: US$460.5万
在 Q4 2024 季度中，Elevation Point Wealth Partners, LLC 共进行了 198 项持仓异动，包含新建仓 40 个仓位、加仓 55 个仓位、减仓 76 个仓位以及清仓 27 个仓位。 其中最大新建仓标的为 SPYV。 本季清仓仓位包含 DG。
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。