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: 0001752045
申报总市值
US$2.6亿
US$2.6亿
88 檔
18.1%
Alkeme Wealth, LLC 在 Q2 2024 季度的美股仓位总计估值为 US$2.6亿，分散于 88 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2024 期间，Alkeme Wealth, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Alkeme Wealth, LLC 的前 5 大核心持股（包含 FFA, BSV, AAPL 等）合计占整体申报市值的 18.1%，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 | FFA | First Trust Enhan Eqty Inc | 股票-其他 | 5.03% | +0.18% | +0.79% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.59% | -0.12% | -0.24% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.45% | +0.24% | -38.64% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 4.35% | +0.25% | +0.60% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | +0.05% | -10.07% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 2.72% | -0.34% | -7.05% | |
| 7 | AFL | Aflac Inc | 股票-金融 | 2.67% | -0.01% | -7.59% | |
| 8 | GD | General Dynamics CORP | 股票-工业 | 2.38% | -0.11% | -4.23% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.34% | -0.10% | -7.67% | |
| 10 | EMR | Emerson Electric Co | 股票-工业 | 2.31% | +0.03% | -5.39% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.25% | +0.42% | -0.57% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.18% | -0.45% | -4.54% | |
| 13 | TGT | Target CORP | 股票-周期性消费 | 2.06% | +0.02% | -0.05% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.00% | +0.03% | +1.00% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.92% | -0.59% | -0.30% | |
| 16 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.88% | -0.28% | +3.44% | |
| 17 | WM | Waste Management Inc | 股票-工业 | 1.86% | -0.13% | -0.04% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.75% | -0.19% | +1.41% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.71% | -0.07% | -5.02% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.70% | +0.16% | -4.40% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 1.68% | +0.38% | -0.89% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.56% | -0.44% | +3.84% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.54% | +0.03% | -0.07% | |
| 24 | USB | US Bancorp | 股票-金融 | 1.52% | +0.10% | -2.46% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 1.51% | +0.09% | +0.71% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.39% | +0.09% | -6.77% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.34% | +0.46% | +1.19% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | +0.02% | +2.31% | |
| 29 | RY | Royal Bank Of Canada | 股票-金融 | 1.30% | +0.17% | -2.88% | |
| 30 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 1.29% | -0.12% | -1.14% | |
| 31 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.25% | +0.28% | +35.23% | |
| 32 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.24% | +0.20% | +1.01% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.24% | — | +5.54% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.23% | -0.04% | +0.22% | |
| 35 | LIN | Linde plc | 股票-原材料 | 1.22% | -0.03% | -3.69% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工业 | 1.17% | — | +11.82% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | -0.36% | -2.54% | |
| 38 | COP | Conocophillips | 股票-能源 | 1.07% | -0.30% | -2.23% | |
| 39 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.02% | +0.08% | +0.77% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.97% | -0.25% | -0.14% | |
| 41 | GIS | General Mills Inc | 股票-非周期性消费 | 0.93% | -0.45% | +1.82% | |
| 42 | DFAI | Dimensional International Co | ETF-其他 | 0.90% | +0.39% | +1.11% | |
| 43 | ITW | Illinois Tool Works | 股票-工业 | 0.86% | -0.03% | +1.01% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.85% | +0.01% | +1.76% | |
| 45 | PSX | Phillips 66 | 股票-能源 | 0.74% | -0.17% | -0.18% | |
| 46 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.71% | -0.01% | +0.01% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.70% | -0.03% | -2.21% | |
| 48 | PAYX | Paychex Inc | 股票-科技 | 0.69% | +0.01% | +2.82% | |
| 49 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.69% | +0.05% | +1.19% | |
| 50 | CLX | Clorox Company | 股票-非周期性消费 | 0.66% | — | -0.07% |
根据 SEC 官方 Form 13F 申报备案，Alkeme Wealth, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$2.6亿，共申报了 88 个公开持股仓位。
在 Q2 2024 季度，Alkeme Wealth, LLC 按市值排列的前三大核心持股分别为：FFA (5.0%)、BSV (4.6%)、AAPL (4.5%)。其中最大持股仓位 FFA 占据整体投资组合约 5.0% 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。
在 Q2 2024 季度中，Alkeme Wealth, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。