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
93 檔
18.7%
根据最新整理的 13F 季度数据集，Alkeme Wealth, LLC 于 Q3 2024 结束时的管理资产规模为 US$2.6亿。该机构在本季度申报了 93 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Alkeme Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 23 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
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 18.7%，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 | FFA | First Trust Enhan Eqty Inc | 股票-其他 | 4.78% | +0.18% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.50% | -0.12% | +2.82% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.49% | +0.24% | -1.64% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 4.18% | +0.25% | +3.06% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | +0.05% | +0.09% | |
| 6 | AFL | Aflac Inc | 股票-金融 | 2.88% | -0.01% | -7.33% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 2.81% | -0.34% | -6.81% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.40% | -0.10% | -8.45% | |
| 9 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.38% | -0.45% | -1.50% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 2.33% | +0.42% | -0.27% | |
| 11 | GD | General Dynamics CORP | 股票-工业 | 2.30% | -0.11% | +0.02% | |
| 12 | EMR | Emerson Electric Co | 股票-工业 | 2.13% | +0.03% | -0.04% | |
| 13 | TGT | Target CORP | 股票-周期性消费 | 2.08% | +0.02% | +2.95% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.03% | +0.03% | +0.48% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.97% | -0.28% | +9.03% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.83% | -0.19% | +1.81% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.76% | +0.09% | -1.59% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.72% | +0.16% | -5.70% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.69% | -0.59% | +0.65% | |
| 20 | WM | Waste Management Inc | 股票-工业 | 1.68% | -0.13% | -0.16% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 1.67% | +0.38% | +0.61% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.66% | +0.03% | -0.09% | |
| 23 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.64% | -0.44% | +4.18% | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 1.59% | -0.07% | -3.16% | |
| 25 | USB | US Bancorp | 股票-金融 | 1.58% | +0.10% | -2.62% | |
| 26 | RY | Royal Bank Of Canada | 股票-金融 | 1.37% | +0.17% | -3.37% | |
| 27 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 1.36% | -0.12% | -0.76% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.32% | +0.46% | +0.20% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 1.29% | +0.09% | -0.20% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.28% | +0.02% | +0.33% | |
| 31 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.27% | +0.28% | +2.34% | |
| 32 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.26% | -0.04% | -4.90% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.24% | — | +1.32% | |
| 34 | LIN | Linde plc | 股票-原材料 | 1.23% | -0.03% | -0.09% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工业 | 1.21% | — | +11.71% | |
| 36 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.17% | +0.20% | +7.75% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 1.13% | -0.25% | +0.25% | |
| 38 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.10% | +0.08% | +0.18% | |
| 39 | GIS | General Mills Inc | 股票-非周期性消费 | 1.03% | -0.45% | +1.59% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -0.36% | -3.53% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.92% | -0.30% | -0.06% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.90% | +0.01% | +0.63% | |
| 43 | DFAI | Dimensional International Co | ETF-其他 | 0.90% | +0.39% | +0.30% | |
| 44 | ITW | Illinois Tool Works | 股票-工业 | 0.89% | -0.03% | +0.46% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.73% | -0.03% | -0.44% | |
| 46 | PAYX | Paychex Inc | 股票-科技 | 0.72% | +0.01% | -0.20% | |
| 47 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.72% | +0.05% | +0.88% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | +0.05% | +1.07% | |
| 49 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.66% | -0.01% | +1.35% | |
| 50 | PSX | Phillips 66 | 股票-能源 | 0.64% | -0.17% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.3% | -1.59% | 减仓 |
| 2 | AFL | Aflac Inc | +0.2% | -7.33% | 减仓 |
| 3 | MCD | Mcdonald's CORP | +0.2% | -1.50% | 减仓 |
| 4 | LMT | Lockheed Martin CORP | +0.2% | +0.25% | 加仓 |
| 5 | ADP | Automatic Data Processing | +0.1% | -0.09% | 减仓 |
| 6 | SBUX | Starbucks CORP | +0.1% | +1.07% | 加仓 |
| 7 | GIS | General Mills Inc | +0.1% | +1.59% | 加仓 |
| 8 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | 新建仓 |
| 9 | WMT | Walmart Inc | +0.1% | -6.81% | 减仓 |
| 10 | PEP | Pepsico Inc | +0.1% | +9.03% | 加仓 |
| 11 | MMM | 3m Co | +0.1% | — | 不变 |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建仓 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新建仓 |
| 14 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新建仓 |
| 15 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | 新建仓 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -0.27% | 减仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | +1.81% | 加仓 |
| 18 | VZ | Verizon Communications Inc | +0.1% | +4.18% | 加仓 |
| 19 | TRV | Travelers Cos Inc/the | +0.1% | +0.18% | 加仓 |
| 20 | CAG | Conagra Brands Inc | +0.1% | -0.76% | 减仓 |
| 21 | RY | Royal Bank Of Canada | +0.1% | -3.37% | 减仓 |
| 22 | PM | Philip Morris International | +0.1% | +1.18% | 加仓 |
| 23 | ORCL | Oracle CORP | +0.1% | -8.45% | 减仓 |
| 24 | USB | US Bancorp | +0.1% | -2.62% | 减仓 |
| 25 | RTX | Rtx CORP | +0.1% | -0.66% | 减仓 |
| 26 | KO | Coca-cola Co/the | +0.1% | +0.63% | 加仓 |
| 27 | AAPL | Apple Inc | 0% | -1.64% | 减仓 |
| 28 | UPS | United Parcel Service-cl B | 0% | +11.71% | 加仓 |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.48% | 加仓 |
| 30 | APD | Air Products & Chemicals Inc | 0% | -4.90% | 减仓 |
| 31 | ITW | Illinois Tool Works | 0% | +0.46% | 加仓 |
| 32 | CAH | Cardinal Health Inc | 0% | +0.88% | 加仓 |
| 33 | PAYX | Paychex Inc | 0% | -0.20% | 减仓 |
| 34 | CB | Chubb Limited | 0% | -0.44% | 减仓 |
| 35 | TGT | Target CORP | 0% | +2.95% | 加仓 |
| 36 | ABBV | Abbvie Inc | 0% | -5.70% | 减仓 |
| 37 | CVS | Cvs Health CORP | 0% | +2.34% | 加仓 |
| 38 | LIN | Linde plc | 0% | -0.09% | 减仓 |
| 39 | CMCSA | Comcast Corp-class A | — | +1.32% | 加仓 |
| 40 | TXN | Texas Instruments Inc | 0% | +0.61% | 加仓 |
| 41 | DFAU | Dimensional US Core Equity M | 0% | +0.20% | 加仓 |
| 42 | GD | General Dynamics CORP | -0.1% | +0.02% | 加仓 |
| 43 | BSV | Vanguard Short-term Bond ETF | -0.1% | +2.82% | 加仓 |
| 44 | COP | Conocophillips | -0.2% | -0.06% | 减仓 |
| 45 | ICSH | Ishares Ultra Short Duration | -0.2% | +3.06% | 加仓 |
| 46 | LW | Lamb Weston Holdings Inc | -0.2% | -2.32% | 减仓 |
| 47 | INTC | Intel CORP | -0.2% | -42.73% | 减仓 |
| 48 | CVX | Chevron CORP | -0.2% | +0.65% | 加仓 |
| 49 | FFA | First Trust Enhan Eqty Inc | -0.3% | — | 不变 |
| 50 | MSFT | Microsoft CORP | -0.5% | +0.09% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Alkeme Wealth, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.6亿，共申报了 93 个公开持股仓位。
在 Q3 2024 季度，Alkeme Wealth, LLC 按市值排列的前三大核心持股分别为：FFA (4.8%)、BSV (4.5%)、AAPL (4.5%)。其中最大持股仓位 FFA 占据整体投资组合约 4.8% 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
SGOV
市值: US$21.8万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$932.1万
在 Q3 2024 季度中，Alkeme Wealth, LLC 共进行了 48 项持仓异动，包含新建仓 5 个仓位、加仓 23 个仓位、减仓 20 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SGOV。
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。