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: 0002001155
申报总市值
US$1.6亿
US$1.6亿
112 檔
15.7%
截至 Q4 2024 季度末，Exchange Bank 的美股持仓估值约为 US$1.6亿，全数申报仓位共有 112 档。
Exchange Bank 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 20 档持股的同时，亦同步清仓 6 档并减仓 17 档标的。
在资产配置集中度方面，Exchange Bank 的前 5 大核心持股（包含 AAPL, MUB, MSFT 等）合计占整体申报市值的 15.7%，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 | AAPL | Apple Inc | 股票-科技 | 5.72% | +0.06% | -0.84% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.02% | -0.92% | +64.25% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.31% | +1.78% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.14% | -0.30% | +11.47% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.08% | +0.60% | +0.03% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.06% | -0.24% | -0.82% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.99% | -0.44% | -0.22% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.75% | -0.14% | +1.18% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.74% | -0.94% | -0.80% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 2.65% | -0.53% | +0.17% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | -0.78% | +0.16% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 2.21% | +1.28% | -0.04% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | -0.05% | +0.19% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 1.80% | +0.02% | -0.22% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.64% | -0.09% | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.63% | +0.04% | +1.72% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.54% | -0.02% | — | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.42% | +0.03% | +199.42% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.40% | +0.06% | +2.21% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.38% | -0.26% | -0.68% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.37% | +0.28% | +1.27% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | -0.01% | -0.23% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.36% | -0.18% | +0.10% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.35% | -0.03% | — | |
| 25 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.25% | -0.05% | -1.27% | |
| 26 | TGT | Target CORP | 股票-周期性消费 | 1.16% | -0.07% | -0.02% | |
| 27 | PM | Philip Morris International | 股票-非周期性消费 | 1.14% | -0.08% | +2.76% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.10% | +0.27% | +1.68% | |
| 29 | NSC | Norfolk Southern CORP | 股票-工业 | 1.10% | -0.06% | -1.69% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.09% | +0.12% | -0.49% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.07% | +0.35% | +0.96% | |
| 32 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.07% | -0.10% | — | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.06% | +0.09% | -0.36% | |
| 34 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.96% | +0.10% | +0.94% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.92% | -0.07% | — | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.79% | -0.13% | +0.04% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 0.78% | -0.02% | +0.52% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | +0.15% | +22.45% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.73% | — | +1.35% | |
| 40 | SUB | Ishares Short-term National | ETF-其他 | 0.70% | -0.27% | +179.12% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.70% | -0.06% | — | |
| 42 | HON | Honeywell International Inc | 股票-工业 | 0.67% | -0.59% | EXIT | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.66% | -0.12% | -8.22% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.01% | -0.65% | |
| 45 | FDX | Fedex CORP | 股票-工业 | 0.61% | -0.14% | — | |
| 46 | MO | Altria Group Inc | 股票-非周期性消费 | 0.61% | -0.02% | +3.57% | |
| 47 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.61% | -0.04% | — | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | -0.09% | +0.61% | |
| 49 | GL | Globe Life Inc | 股票-金融 | 0.61% | +0.10% | — | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | -0.15% | -14.96% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +1.9% | +64.25% | 加仓 |
| 2 | SUB | Ishares Short-term National | +0.4% | +179.12% | 加仓 |
| 3 | BLK | Blackrock Inc | +0.4% | NEW | 新建仓 |
| 4 | AAPL | Apple Inc | +0.3% | -0.84% | 减仓 |
| 5 | WMT | Walmart Inc | +0.3% | +0.17% | 加仓 |
| 6 | IAU | Ishares Gold Trust | +0.3% | NEW | 新建仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.19% | 加仓 |
| 8 | GEV | GE Vernova Inc | +0.2% | NEW | 新建仓 |
| 9 | NOW | Servicenow Inc | +0.2% | NEW | 新建仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.27% | 加仓 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.2% | +11.47% | 加仓 |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.2% | +66.60% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.1% | -0.36% | 减仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -0.49% | 减仓 |
| 15 | NVDA | Nvidia CORP | +0.1% | -0.23% | 减仓 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +0.10% | 加仓 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +30.34% | 加仓 |
| 18 | AVGO | Broadcom Inc | +0.1% | +0.93% | 加仓 |
| 19 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +18.45% | 加仓 |
| 20 | AXP | American Express Co | +0.1% | +1.35% | 加仓 |
| 21 | ADP | Automatic Data Processing | +0.1% | — | 不变 |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.03% | 加仓 |
| 23 | ADBE | Adobe Inc | -0.1% | +0.52% | 加仓 |
| 24 | VEA | Vanguard Ftse Developed ETF | -0.1% | +1.63% | 加仓 |
| 25 | A | Agilent Technologies Inc | -0.1% | -3.02% | 减仓 |
| 26 | MRSH | Marsh & Mclennan Cos | -0.1% | — | 不变 |
| 27 | CSCO | Cisco Systems Inc | -0.1% | -23.32% | 减仓 |
| 28 | VNQ | Vanguard Real Estate ETF | -0.1% | -10.68% | 减仓 |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | +5.54% | 加仓 |
| 30 | NSC | Norfolk Southern CORP | -0.1% | -1.69% | 减仓 |
| 31 | TXN | Texas Instruments Inc | -0.1% | +0.96% | 加仓 |
| 32 | CVX | Chevron CORP | -0.1% | -0.80% | 减仓 |
| 33 | BND | Vanguard Total Bond Market | -0.1% | +1.18% | 加仓 |
| 34 | PEP | Pepsico Inc | -0.2% | -8.22% | 减仓 |
| 35 | NEE | Nextera Energy Inc | -0.2% | +0.04% | 加仓 |
| 36 | MCD | Mcdonald's CORP | -0.2% | -14.96% | 减仓 |
| 37 | LIN | Linde plc | -0.2% | EXIT | 清仓 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -0.82% | 减仓 |
| 39 | UNP | Union Pacific CORP | -0.2% | -0.22% | 减仓 |
| 40 | AMAT | Applied Materials Inc | -0.2% | EXIT | 清仓 |
| 41 | TGT | Target CORP | -0.2% | -0.02% | 减仓 |
| 42 | DOW | Dow Inc | -0.2% | EXIT | 清仓 |
| 43 | CAT | Caterpillar Inc | -0.2% | -0.04% | 减仓 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -1.27% | 减仓 |
| 45 | TRV | Travelers Cos Inc/the | -0.2% | EXIT | 清仓 |
| 46 | MCHP | Microchip Technology Inc | -0.2% | EXIT | 清仓 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | +0.16% | 加仓 |
| 48 | KO | Coca-cola Co/the | -0.3% | — | 不变 |
| 49 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清仓 |
| 50 | JNJ | Johnson & Johnson | -0.4% | -0.22% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Exchange Bank 在 Q4 2024 季度的美股持仓总市值约为 US$1.6亿，共申报了 112 个公开持股仓位。
在 Q4 2024 季度，Exchange Bank 按市值排列的前三大核心持股分别为：AAPL (5.7%)、MUB (5.0%)、MSFT (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.7% 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
BLK
市值: US$48.0万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$44.9万
在 Q4 2024 季度中，Exchange Bank 共进行了 47 项持仓异动，包含新建仓 4 个仓位、加仓 20 个仓位、减仓 17 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。