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: 0001954805
申报总市值
US$14.8亿
US$14.8亿
353 檔
13.3%
根据最新整理的 13F 季度数据集，Fiduciary Alliance LLC 于 Q4 2024 结束时的管理资产规模为 US$14.8亿。该机构在本季度申报了 353 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Fiduciary Alliance LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 30 个既有持股进行加仓（合计增持 41 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Fiduciary Alliance LLC 的前 5 大核心持股（包含 AAPL, MSFT, SPY 等）合计占整体申报市值的 13.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
CL
市值: US$406.6万
本季最大获利了结 / 清仓标的
MELI
前期市值: US$257.3万
仅显示前 200 大持股（共 353 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 | 5.72% | -0.31% | +16.92% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.27% | -0.65% | +13.95% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.66% | -0.48% | +9.33% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.43% | +0.03% | +27.19% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.86% | -0.49% | +36.16% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.46% | -0.21% | +8.96% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.40% | -0.32% | +12.08% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 1.89% | +0.01% | +21.84% | |
| 9 | COP | Conocophillips | 股票-能源 | 1.87% | -0.07% | +13.63% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.62% | +0.15% | +2.13% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.37% | +0.39% | +5.55% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.30% | -0.56% | +10.51% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | -0.34% | +27.42% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 1.23% | +0.14% | +4.00% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.22% | -0.30% | +38.22% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.20% | -0.08% | +366.52% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.19% | -0.03% | +277.58% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | +0.16% | +7.14% | |
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 0.99% | +0.05% | +0.68% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.96% | +0.09% | +126.62% | |
| 21 | WWJD | Inspire International ETF | ETF-其他 | 0.95% | +0.09% | +1.66% | |
| 22 | MSTR | Strategy Inc | 股票-科技 | 0.91% | -0.39% | +91.79% | |
| 23 | PWR | Quanta Services Inc | 股票-工业 | 0.86% | -0.19% | +26.58% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.85% | -0.88% | +11.89% | |
| 25 | RSG | Republic Services Inc | 股票-工业 | 0.85% | -0.04% | +0.77% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 0.84% | -0.08% | +6.18% | |
| 27 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.84% | -0.33% | +9.92% | |
| 28 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.82% | +0.03% | +105.75% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.82% | +0.11% | +8.72% | |
| 30 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.79% | +0.07% | +1.10% | |
| 31 | DHR | Danaher CORP | 股票-医疗保健 | 0.79% | +0.02% | -5.27% | |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.78% | -0.51% | EXIT | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 0.76% | +0.01% | +8.33% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | -0.01% | +9.48% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | -0.05% | +9.57% | |
| 36 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.73% | +0.02% | +5.24% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.70% | +0.24% | +25.27% | |
| 38 | TSLA | Tesla Inc | 股票-周期性消费 | 0.70% | -0.47% | +192.07% | |
| 39 | MCO | Moody's CORP | 股票-金融 | 0.69% | — | +32.48% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.66% | -0.01% | +33.72% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.65% | -0.28% | +422.38% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.64% | +0.01% | +140.84% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.64% | +0.01% | -23.28% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.64% | -0.13% | +800.63% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.63% | +0.07% | +101.82% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.61% | +0.13% | +1.09% | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.59% | +0.01% | +5.14% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.59% | -0.23% | +1.25% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.58% | +0.10% | +27.21% | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.57% | -0.20% | +1.51% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.7% | +38.22% | 加仓 |
| 2 | MSTR | Strategy Inc | +0.6% | +91.79% | 加仓 |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +800.63% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | +422.38% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.5% | +36.16% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.5% | +192.07% | 加仓 |
| 7 | CL | Colgate-palmolive Co | +0.4% | NEW | 新建仓 |
| 8 | KMI | Kinder Morgan, Inc. | +0.4% | +105.75% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +305.32% | 加仓 |
| 10 | SPG | Simon Property Group Inc | +0.4% | NEW | 新建仓 |
| 11 | VST | Vistra CORP | +0.4% | NEW | 新建仓 |
| 12 | WMT | Walmart Inc | +0.3% | +217.87% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.3% | +27.19% | 加仓 |
| 14 | UNH | Unitedhealth Group Inc | +0.3% | +260.66% | 加仓 |
| 15 | ORCL | Oracle CORP | +0.3% | +140.84% | 加仓 |
| 16 | JQUA | Jpmorgan US Quality Factor | +0.3% | NEW | 新建仓 |
| 17 | AON | Aon plc | +0.3% | NEW | 新建仓 |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | +35.32% | 加仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.3% | +101.82% | 加仓 |
| 20 | CMCSA | Comcast Corp-class A | +0.3% | +982.81% | 加仓 |
| 21 | WDAY | Workday Inc-class A | +0.3% | NEW | 新建仓 |
| 22 | SYK | Stryker CORP | +0.3% | NEW | 新建仓 |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +10.51% | 加仓 |
| 24 | V | Visa Inc-class A Shares | +0.2% | +180.73% | 加仓 |
| 25 | SHEL | Shell Plc-adr | +0.2% | NEW | 新建仓 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +661.17% | 加仓 |
| 27 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | NEW | 新建仓 |
| 28 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | 新建仓 |
| 29 | AER | AerCap Holdings N.V. | +0.2% | NEW | 新建仓 |
| 30 | MA | Mastercard Inc - A | +0.2% | +141.23% | 加仓 |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +27.42% | 加仓 |
| 32 | PWR | Quanta Services Inc | 0% | +26.58% | 加仓 |
| 33 | MS | Morgan Stanley | -0.1% | +4.00% | 加仓 |
| 34 | SCHG | Schwab US Large-cap Growth | -0.1% | +366.52% | 加仓 |
| 35 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +277.58% | 加仓 |
| 36 | NVDA | Nvidia CORP | -0.1% | +12.08% | 加仓 |
| 37 | HD | Home Depot Inc | -0.2% | +21.84% | 加仓 |
| 38 | AAPL | Apple Inc | -0.3% | +16.92% | 加仓 |
| 39 | XBI | Ss Spdr S&p Biotech ETF | -0.3% | -81.14% | 减仓 |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -77.29% | 减仓 |
| 41 | MELI | Mercadolibre Inc | -0.3% | EXIT | 清仓 |
| 42 | PEP | Pepsico Inc | -0.5% | -54.09% | 减仓 |
| 43 | DHR | Danaher CORP | -0.5% | -5.27% | 减仓 |
| 44 | XOM | Exxon Mobil CORP | -0.5% | -30.80% | 减仓 |
| 45 | FCX | Freeport-mcmoran Inc | -0.6% | +1.10% | 加仓 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | +9.33% | 加仓 |
| 47 | MDLZ | Mondelez International Inc-a | -0.7% | -23.28% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.8% | +13.95% | 加仓 |
| 49 | BOTZ | Global X Robotics & Artifici | -0.9% | -64.66% | 减仓 |
| 50 | CCI | Crown Castle Inc | -1.2% | -71.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Fiduciary Alliance LLC 在 Q4 2024 季度的美股持仓总市值约为 US$14.8亿，共申报了 353 个公开持股仓位。
在 Q4 2024 季度，Fiduciary Alliance LLC 按市值排列的前三大核心持股分别为：AAPL (5.7%)、MSFT (4.3%)、SPY (3.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.7% 的权重。
在 Q4 2024 季度中，Fiduciary Alliance LLC 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 30 个仓位、减仓 8 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CL。 本季清仓仓位包含 MELI。
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。
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。
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。