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: 0001622757
申报总市值
US$3.4亿
US$3.4亿
37 檔
93.8%
在 Q3 2024 的 13F 官方备案中，Elite Wealth Management, Inc. 管理的美股投资组合规模来到 US$3.4亿，整体持股档数为 37 档。
在 Q3 2024，Elite Wealth Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 20 个仓位并完全清仓 6 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Elite Wealth Management, Inc. 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 93.8%，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 | MSFT | Microsoft CORP | 股票-科技 | 31.99% | -3.48% | +1.96% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 12.79% | +0.44% | +1.20% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 11.46% | -0.35% | -3.79% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 9.65% | -0.04% | +1.76% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.38% | +0.72% | -2.02% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.36% | -0.32% | -7.30% | |
| 7 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.69% | -0.03% | -1.66% | |
| 8 | VRT | Vertiv Holdings Co-a | 股票-工业 | 2.64% | — | -0.28% | |
| 9 | CLS | Celestica Inc | 股票-科技 | 2.35% | +0.15% | -0.06% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.84% | +0.07% | +3.42% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.58% | — | +1.14% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.48% | +0.41% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.39% | +0.01% | -16.04% | |
| 14 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.36% | -0.06% | EXIT | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.34% | -0.03% | -5.09% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.32% | -0.09% | -81.18% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 1.21% | — | +1.10% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 0.93% | — | -2.13% | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.78% | -0.84% | -3.16% | |
| 20 | HCP2EUR | Hashicorp Inc-cl A | 股票-其他 | 0.57% | — | -84.11% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | +1.29% | +2.46% | |
| 22 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.31% | — | -33.18% | |
| 23 | LW | Lamb Weston Holdings Inc | 股票-非周期性消费 | 0.30% | — | -33.13% | |
| 24 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.28% | — | +0.97% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.23% | -0.12% | EXIT | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.18% | -0.03% | +14.78% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 0.15% | -0.07% | EXIT | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.13% | — | +13.67% | |
| 29 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.12% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | +19.82% | |
| 31 | DELL | Dell Technologies -c | 股票-科技 | 0.11% | — | -20.71% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.09% | — | +4.51% | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 0.09% | — | — | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.07% | — | -20.73% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 0.07% | — | -33.26% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.06% | — | -1.20% | |
| 37 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.05% | +0.06% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.5% | +1.96% | 加仓 |
| 2 | AAPL | Apple Inc | +1.7% | -3.79% | 减仓 |
| 3 | AVGO | Broadcom Inc | +1.5% | NEW | 新建仓 |
| 4 | NVDA | Nvidia CORP | +1.1% | +1.20% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.7% | +1.76% | 加仓 |
| 6 | VRT | Vertiv Holdings Co-a | +0.6% | -0.28% | 减仓 |
| 7 | META | Meta Platforms Inc-class A | +0.5% | -7.30% | 减仓 |
| 8 | ISRG | Intuitive Surgical Inc | +0.5% | -1.66% | 减仓 |
| 9 | MA | Mastercard Inc - A | +0.3% | +1.14% | 加仓 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | -3.16% | 减仓 |
| 11 | CRM | Salesforce Inc | +0.2% | +1.10% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.1% | -5.09% | 减仓 |
| 13 | TSLA | Tesla Inc | +0.1% | +4.90% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +3.42% | 加仓 |
| 15 | AMD | Advanced Micro Devices | +0.1% | +2.46% | 加仓 |
| 16 | RACE | Ferrari N.V. | +0.1% | +0.97% | 加仓 |
| 17 | UNH | Unitedhealth Group Inc | 0% | +13.67% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | 0% | +19.82% | 加仓 |
| 19 | CVX | Chevron CORP | 0% | +14.78% | 加仓 |
| 20 | NFLX | Netflix Inc | 0% | -0.54% | 减仓 |
| 21 | AMGN | Amgen Inc | 0% | — | 不变 |
| 22 | LLY | Eli Lilly & Co | 0% | +4.51% | 加仓 |
| 23 | RTX | Rtx CORP | — | -20.73% | 减仓 |
| 24 | PANW | Palo Alto Networks Inc | 0% | -14.83% | 减仓 |
| 25 | INTC | Intel CORP | 0% | -1.20% | 减仓 |
| 26 | LRCXEUR | Lam Research CORP | 0% | — | 不变 |
| 27 | CLS | Celestica Inc | 0% | -0.06% | 减仓 |
| 28 | BA | Boeing Co/the | 0% | -33.26% | 减仓 |
| 29 | DELL | Dell Technologies -c | 0% | -20.71% | 减仓 |
| 30 | SYM | Symbotic Inc | 0% | EXIT | 清仓 |
| 31 | ARM | Arm Holdings Plc-adr | -0.1% | +0.10% | 加仓 |
| 32 | WST | West Pharmaceutical Services | -0.1% | EXIT | 清仓 |
| 33 | PM | Philip Morris International | -0.1% | EXIT | 清仓 |
| 34 | CAG | Conagra Brands Inc | -0.1% | -33.18% | 减仓 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | EXIT | 清仓 |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -16.04% | 减仓 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.02% | 减仓 |
| 38 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | EXIT | 清仓 |
| 39 | ASML | ASML Holding N.V. | -0.1% | -2.13% | 减仓 |
| 40 | LW | Lamb Weston Holdings Inc | -0.2% | -33.13% | 减仓 |
| 41 | SMCIUSD | Super Micro Computer Inc | -1.8% | EXIT | 清仓 |
| 42 | HCP2EUR | Hashicorp Inc-cl A | -2.7% | -84.11% | 减仓 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4.7% | -81.18% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Elite Wealth Management, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$3.4亿，共申报了 37 个公开持股仓位。
在 Q3 2024 季度，Elite Wealth Management, Inc. 按市值排列的前三大核心持股分别为：MSFT (32.0%)、NVDA (12.8%)、AAPL (11.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 32.0% 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
AVGO
市值: US$648.6万
本季最大获利了结 / 清仓标的
SMCIUSD
前期市值: US$877.1万
在 Q3 2024 季度中，Elite Wealth Management, Inc. 共进行了 41 项持仓异动，包含新建仓 1 个仓位、加仓 14 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 AVGO。 本季清仓仓位包含 SMCIUSD。
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。