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: 0001645890
申报总市值
US$12.7亿
US$12.7亿
268 檔
15.8%
根据最新整理的 13F 季度数据集，Fiduciary Group, LLC 于 Q4 2024 结束时的管理资产规模为 US$12.7亿。该机构在本季度申报了 268 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Fiduciary Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 32 个仓位并完全清仓 1 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，Fiduciary Group, LLC 的前 5 大核心持股（包含 AAPL, VOO, MSFT 等）合计占整体申报市值的 15.8%，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
BLK
市值: US$290.8万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$271.2万
仅显示前 200 大持股（共 268 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 | 5.69% | +0.33% | +1.76% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.10% | +0.40% | +1.06% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.95% | -0.27% | -1.16% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.27% | -0.31% | -8.29% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.23% | +0.44% | -0.26% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.50% | -0.11% | -0.85% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.27% | +0.09% | -1.29% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | +0.02% | -2.03% | |
| 9 | MCO | Moody's CORP | 股票-金融 | 2.22% | -0.10% | -0.78% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.14% | -0.16% | +1.56% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.90% | +0.07% | -1.49% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.86% | -0.11% | +86.63% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.78% | -0.33% | -1.06% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.51% | +1.07% | +97.46% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 1.40% | -0.02% | -0.64% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | +0.04% | -1.38% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 1.26% | +0.02% | -1.74% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | -0.09% | -5.96% | |
| 19 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.19% | -0.18% | -1.20% | |
| 20 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 1.18% | -0.09% | +57.65% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.16% | +0.05% | -5.55% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.15% | -0.12% | -2.34% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.13% | +0.08% | -0.50% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | +0.18% | -0.70% | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.11% | -0.18% | -4.16% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.99% | -0.15% | -1.19% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.94% | -0.05% | -0.30% | |
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 0.93% | -0.23% | -2.32% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | -0.07% | -2.54% | |
| 30 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.87% | -0.09% | +85.67% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 0.83% | -0.06% | -1.02% | |
| 32 | SO | Southern Co/the | 股票-公用事业 | 0.82% | -0.10% | -2.99% | |
| 33 | AON | Aon plc | 股票-金融 | 0.80% | -0.04% | -1.77% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.77% | -0.05% | -0.38% | |
| 35 | BX | Blackstone Inc | 股票-金融 | 0.77% | -0.03% | -4.22% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | -0.04% | -0.16% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | — | -7.24% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.72% | -0.02% | -0.23% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.71% | -0.09% | -1.97% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | -0.01% | -6.39% | |
| 41 | HON | Honeywell International Inc | 股票-工业 | 0.68% | -0.57% | EXIT | |
| 42 | AXP | American Express Co | 股票-金融 | 0.64% | +0.01% | -0.26% | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.64% | — | +1.90% | |
| 44 | EA | Electronic Arts Inc | 股票-通信服务 | 0.62% | -0.05% | -3.08% | |
| 45 | AMT | American Tower CORP | 股票-房地产 | 0.62% | -0.07% | -8.94% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.61% | +0.01% | +2.18% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.61% | -0.01% | -25.80% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.19% | -0.17% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | +0.11% | +2.09% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | +0.07% | -0.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.8% | +86.63% | 加仓 |
| 2 | AAPL | Apple Inc | +0.4% | +1.76% | 加仓 |
| 3 | PAAA | Pgim Aaa Clo ETF | +0.4% | +57.65% | 加仓 |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | +0.4% | +85.67% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -0.26% | 减仓 |
| 6 | AMZN | Amazon.com Inc | +0.3% | -1.29% | 减仓 |
| 7 | BLK | Blackrock Inc | +0.3% | NEW | 新建仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -2.03% | 减仓 |
| 9 | ASML | ASML Holding N.V. | +0.2% | +516.95% | 加仓 |
| 10 | WMT | Walmart Inc | +0.2% | -1.06% | 减仓 |
| 11 | V | Visa Inc-class A Shares | +0.2% | -1.38% | 减仓 |
| 12 | XLK | Ss Technology Select Sector | +0.1% | +32.02% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.70% | 减仓 |
| 14 | DIS | Walt Disney Co/the | +0.1% | -2.34% | 减仓 |
| 15 | BND | Vanguard Total Bond Market | +0.1% | NEW | 新建仓 |
| 16 | XLY | Ss Consumer Disc Select Sect | +0.1% | +31.08% | 加仓 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.06% | 加仓 |
| 18 | ROP | Roper Technologies Inc | +0.1% | +52.30% | 加仓 |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +72.16% | 加仓 |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | NEW | 新建仓 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +97.46% | 加仓 |
| 22 | PFE | Pfizer Inc | +0.1% | +36.52% | 加仓 |
| 23 | BX | Blackstone Inc | +0.1% | -4.22% | 减仓 |
| 24 | ISRG | Intuitive Surgical Inc | 0% | -1.20% | 减仓 |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.1% | -10.38% | 减仓 |
| 26 | TXN | Texas Instruments Inc | -0.1% | -2.11% | 减仓 |
| 27 | DHR | Danaher CORP | -0.1% | +7.87% | 加仓 |
| 28 | RTX | Rtx CORP | -0.1% | -1.19% | 减仓 |
| 29 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -7.24% | 减仓 |
| 30 | VZ | Verizon Communications Inc | -0.1% | -2.34% | 减仓 |
| 31 | LLY | Eli Lilly & Co | -0.1% | +2.09% | 加仓 |
| 32 | HD | Home Depot Inc | -0.1% | -0.64% | 减仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.85% | 减仓 |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.1% | -5.55% | 减仓 |
| 35 | SBUX | Starbucks CORP | -0.1% | -6.39% | 减仓 |
| 36 | KO | Coca-cola Co/the | -0.1% | -0.23% | 减仓 |
| 37 | SO | Southern Co/the | -0.1% | -2.99% | 减仓 |
| 38 | UNP | Union Pacific CORP | -0.1% | -1.74% | 减仓 |
| 39 | NKE | Nike Inc -cl B | -0.2% | -22.71% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.2% | -1.16% | 减仓 |
| 41 | PEP | Pepsico Inc | -0.2% | -4.16% | 减仓 |
| 42 | AMGN | Amgen Inc | -0.2% | -1.02% | 减仓 |
| 43 | BDX | Becton Dickinson And Co | -0.2% | -28.82% | 减仓 |
| 44 | AMT | American Tower CORP | -0.3% | -8.94% | 减仓 |
| 45 | VEA | Vanguard Ftse Developed ETF | -0.3% | -1.49% | 减仓 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -5.96% | 减仓 |
| 47 | BLKCHF | Blackrock Inc | -0.3% | EXIT | 清仓 |
| 48 | DOW | Dow Inc | -0.3% | -68.23% | 减仓 |
| 49 | CMCSA | Comcast Corp-class A | -0.3% | -25.80% | 减仓 |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | -8.29% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Fiduciary Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$12.7亿，共申报了 268 个公开持股仓位。
在 Q4 2024 季度，Fiduciary Group, LLC 按市值排列的前三大核心持股分别为：AAPL (5.7%)、VOO (4.1%)、MSFT (4.0%)。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 Group, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 14 个仓位、减仓 32 个仓位以及清仓 1 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。
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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。