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: 0000949623
申报总市值
US$7265.9万
US$7265.9万
576 檔
1813.5%
截至 Q4 2024 季度末，Financial Counselors Inc 的美股持仓估值约为 US$7265.9万，全数申报仓位共有 576 档。
在 Q4 2024，Financial Counselors Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 2 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，Financial Counselors Inc 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 1813.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 576 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 | 5.13% | +0.20% | -0.61% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.35% | — | +0.57% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.54% | — | -0.46% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.38% | — | +5.47% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.82% | — | +0.95% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.04% | +0.55% | NEW | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.86% | — | -0.64% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.64% | — | +5.07% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | — | -0.68% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.44% | — | +6.79% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.22% | — | -1.28% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | — | +1.11% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.19% | — | -3.37% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.13% | — | -1.03% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.11% | — | -0.86% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | — | -1.17% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.07% | — | -1.02% | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 1.04% | — | -3.50% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.03% | — | +0.22% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.03% | +0.14% | -2.18% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | — | -0.76% | |
| 22 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.95% | — | -1.52% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.95% | -8.16% | EXIT | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | — | +1.43% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | +1.14% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.90% | — | -0.14% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.89% | — | -2.98% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.89% | +0.19% | +19.29% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 0.88% | — | -0.18% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.88% | — | +1.53% | |
| 31 | CAT | Caterpillar Inc | 股票-工业 | 0.88% | — | +0.95% | |
| 32 | WMB | Williams Cos Inc | 股票-能源 | 0.84% | — | -9.57% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.84% | — | +1.44% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.81% | — | +0.29% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.81% | — | +302.63% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.80% | — | +4.47% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.80% | — | +0.81% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.80% | — | -0.16% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.78% | — | -3.24% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.78% | +4.67% | +5.39% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.70% | — | +1.65% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.69% | +3.92% | +21.71% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.69% | — | +209.38% | |
| 44 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.63% | — | +0.84% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.61% | — | +0.60% | |
| 46 | HON | Honeywell International Inc | 股票-工业 | 0.59% | — | -1.35% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.57% | — | -3.35% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | — | +3.70% | |
| 49 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.55% | — | -0.32% | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.55% | — | -2.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | -0.64% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.4% | +0.95% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.3% | -3.50% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | -0.46% | 减仓 |
| 5 | AAPL | Apple Inc | +0.3% | -0.61% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.18% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.68% | 减仓 |
| 8 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +333.56% | 加仓 |
| 9 | CRM | Salesforce Inc | +0.2% | +1.44% | 加仓 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +19.29% | 加仓 |
| 11 | BIV | Vanguard Intermediate-term B | +0.2% | +60.79% | 加仓 |
| 12 | VO | Vanguard Mid-cap ETF | +0.1% | +5.47% | 加仓 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -1.17% | 减仓 |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.1% | NEW | 新建仓 |
| 15 | MMIT | Nyli Mackay Muni Intrm ETF | +0.1% | +127.65% | 加仓 |
| 16 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.03% | 减仓 |
| 18 | BKNG | Booking Holdings Inc | +0.1% | +0.84% | 加仓 |
| 19 | AMP | Ameriprise Financial Inc | +0.1% | -1.52% | 减仓 |
| 20 | ASML | ASML Holding N.V. | +0.1% | +148.14% | 加仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.76% | 减仓 |
| 22 | WMT | Walmart Inc | +0.1% | -3.37% | 减仓 |
| 23 | DFAS | Dimensional US Small Cap ETF | +0.1% | +5.07% | 加仓 |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +1786.90% | 加仓 |
| 25 | IEMG | Ishares Core Msci Emerging | +0.1% | +21.71% | 加仓 |
| 26 | DIS | Walt Disney Co/the | +0.1% | -2.19% | 减仓 |
| 27 | NVS | Novartis Ag-sponsored Adr | -0.1% | -0.61% | 减仓 |
| 28 | TGT | Target CORP | -0.1% | -8.86% | 减仓 |
| 29 | PLD | Prologis Inc | -0.1% | -12.21% | 减仓 |
| 30 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清仓 |
| 31 | AMAT | Applied Materials Inc | -0.1% | -0.48% | 减仓 |
| 32 | LLY | Eli Lilly & Co | -0.1% | +3.70% | 加仓 |
| 33 | JNJ | Johnson & Johnson | -0.1% | -8.73% | 减仓 |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -2.57% | 减仓 |
| 35 | ZTS | Zoetis Inc | -0.1% | -0.56% | 减仓 |
| 36 | MCD | Mcdonald's CORP | -0.1% | -2.98% | 减仓 |
| 37 | DHR | Danaher CORP | -0.1% | +1.65% | 加仓 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | +1.43% | 加仓 |
| 39 | XRAY | Dentsply Sirona Inc | -0.1% | -85.58% | 减仓 |
| 40 | EFA | Ishares Msci Eafe ETF | -0.1% | -21.26% | 减仓 |
| 41 | CCI | Crown Castle Inc | -0.1% | -18.81% | 减仓 |
| 42 | AMT | American Tower CORP | -0.1% | -4.30% | 减仓 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.1% | +0.60% | 加仓 |
| 44 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 45 | MSFT | Microsoft CORP | -0.1% | +0.57% | 加仓 |
| 46 | MRK | Merck & Co. Inc. | -0.1% | -0.14% | 减仓 |
| 47 | PEP | Pepsico Inc | -0.1% | -3.24% | 减仓 |
| 48 | ABBV | Abbvie Inc | -0.2% | -1.28% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.2% | -0.86% | 减仓 |
| 50 | DOW | Dow Inc | -0.2% | -17.70% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Financial Counselors Inc 在 Q4 2024 季度的美股持仓总市值约为 US$7265.9万，共申报了 576 个公开持股仓位。
在 Q4 2024 季度，Financial Counselors Inc 按市值排列的前三大核心持股分别为：AAPL (5.1%)、MSFT (4.3%)、NVDA (3.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.1% 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
AVEM
市值: US$822.0万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$909.3万
在 Q4 2024 季度中，Financial Counselors Inc 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 18 个仓位、减仓 28 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AVEM。 本季清仓仓位包含 LRCXEUR。
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。