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: 0002101641
申报总市值
US$1.9亿
US$1.9亿
89 檔
14.9%
根据最新整理的 13F 季度数据集，Finivi Inc. 于 Q4 2024 结束时的管理资产规模为 US$1.9亿。该机构在本季度申报了 89 档美股持仓，呈现出该时期的主要投资地图。
Finivi Inc. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 16 档持股的同时，亦同步清仓 6 档并减仓 17 档标的。
在资产配置集中度方面，Finivi Inc. 的前 5 大核心持股（包含 QQQ, AMZN, AAPL 等）合计占整体申报市值的 14.9%，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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.00% | +0.24% | -4.16% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.39% | +0.16% | -4.19% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.34% | +0.08% | +2.38% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.32% | +0.01% | -4.67% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.18% | -0.13% | -2.87% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.77% | +0.10% | -2.57% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 3.64% | -0.69% | -18.63% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.22% | -0.16% | -3.21% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.85% | -0.14% | +2.97% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.84% | +0.50% | -0.80% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.76% | +0.21% | -17.41% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.55% | -0.22% | +0.26% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.32% | +0.13% | +6.55% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 2.26% | -2.87% | EXIT | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.22% | +0.01% | +5.95% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.21% | -0.47% | -1.05% | |
| 17 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.14% | -0.13% | +1.90% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | +0.10% | +4.79% | |
| 19 | NU | Nu Holdings Ltd. | 股票-金融 | 2.08% | -0.52% | -3.85% | |
| 20 | KR | Kroger Co | 股票-非周期性消费 | 1.91% | -0.45% | +5.11% | |
| 21 | T | At&t Inc | 股票-通信服务 | 1.85% | -0.64% | +45.84% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.79% | -0.18% | -4.45% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.78% | +0.22% | -2.70% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 1.70% | -0.84% | -9.65% | |
| 25 | C | Citigroup Inc | 股票-金融 | 1.43% | +0.12% | +9.05% | |
| 26 | URI | United Rentals Inc | 股票-工业 | 1.22% | +0.14% | +6.48% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | -0.03% | +7.85% | |
| 28 | ES | Eversource Energy | 股票-公用事业 | 1.14% | -0.01% | +161.70% | |
| 29 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.13% | -0.18% | +6.22% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.82% | +0.10% | +34.18% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.78% | -0.11% | EXIT | |
| 32 | MSTR | Strategy Inc | 股票-科技 | 0.77% | — | +69.72% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.31% | -3.72% | |
| 34 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.68% | +0.17% | — | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | — | -0.68% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | +0.05% | -5.10% | |
| 37 | DE | Deere & Co | 股票-工业 | 0.67% | -0.01% | +1.75% | |
| 38 | MLI | Mueller Industries Inc | 股票-工业 | 0.67% | +0.05% | — | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.66% | -0.01% | — | |
| 40 | XYZ | Block Inc | 股票-金融 | 0.63% | -0.44% | EXIT | |
| 41 | CNQ | Canadian Natural Resources | 股票-能源 | 0.58% | -0.23% | +85.35% | |
| 42 | KIM | Kimco Realty CORP | 股票-房地产 | 0.56% | — | +6.66% | |
| 43 | HD | Home Depot Inc | 股票-周期性消费 | 0.55% | +0.03% | +4.64% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.55% | -0.22% | +127.60% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.55% | -0.36% | -1.74% | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 0.54% | +0.58% | -4.20% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.54% | -0.26% | +6.41% | |
| 48 | SHEL | Shell Plc-adr | 股票-能源 | 0.53% | -0.12% | -1.44% | |
| 49 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.52% | +0.31% | — | |
| 50 | ROK | Rockwell Automation Inc | 股票-工业 | 0.50% | +0.18% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | -4.67% | 减仓 |
| 2 | ES | Eversource Energy | +0.6% | +161.70% | 加仓 |
| 3 | T | At&t Inc | +0.6% | +45.84% | 加仓 |
| 4 | MSTR | Strategy Inc | +0.5% | +69.72% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.4% | -4.19% | 减仓 |
| 6 | AAPL | Apple Inc | +0.3% | +2.38% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -2.57% | 减仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +4.79% | 加仓 |
| 9 | ISRG | Intuitive Surgical Inc | +0.3% | +127.60% | 加仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.3% | +34.18% | 加仓 |
| 11 | PEP | Pepsico Inc | +0.3% | +174.83% | 加仓 |
| 12 | C | Citigroup Inc | +0.3% | +9.05% | 加仓 |
| 13 | CNQ | Canadian Natural Resources | +0.2% | +85.35% | 加仓 |
| 14 | SPGI | S&p Global Inc | +0.2% | +40.75% | 加仓 |
| 15 | KR | Kroger Co | +0.2% | +5.11% | 加仓 |
| 16 | NFLX | Netflix Inc | +0.2% | -9.65% | 减仓 |
| 17 | VRT | Vertiv Holdings Co-a | +0.2% | +6.22% | 加仓 |
| 18 | IWM | Ishares Russell 2000 ETF | +0.1% | +5.95% | 加仓 |
| 19 | ORLY | O'reilly Automotive Inc | +0.1% | +1.90% | 加仓 |
| 20 | AMAT | Applied Materials Inc | -0.2% | -4.87% | 减仓 |
| 21 | MCD | Mcdonald's CORP | -0.2% | -1.05% | 减仓 |
| 22 | AUR | Aurora Innovation Inc | -0.2% | -31.04% | 减仓 |
| 23 | XOM | Exxon Mobil CORP | -0.2% | +1.19% | 加仓 |
| 24 | MSFT | Microsoft CORP | -0.3% | -2.87% | 减仓 |
| 25 | NUE | Nucor CORP | -0.3% | -46.12% | 减仓 |
| 26 | NVDA | Nvidia CORP | -0.3% | -17.41% | 减仓 |
| 27 | UNH | Unitedhealth Group Inc | -0.4% | -2.70% | 减仓 |
| 28 | WMT | Walmart Inc | -0.4% | -18.63% | 减仓 |
| 29 | NEE | Nextera Energy Inc | -0.5% | -4.45% | 减仓 |
| 30 | LLY | Eli Lilly & Co | -0.5% | -0.80% | 减仓 |
| 31 | DELL | Dell Technologies -c | -0.6% | -78.11% | 减仓 |
| 32 | NU | Nu Holdings Ltd. | -0.8% | -3.85% | 减仓 |
| 33 | EPI | Wisdomtree India Earnings | -1.3% | -72.26% | 减仓 |
| 34 | XLB | Ss Materials Select Sector | — | EXIT | 清仓 |
| 35 | TECK | Teck Resources Ltd-cls B | — | EXIT | 清仓 |
| 36 | HOOD | Robinhood Markets Inc - A | — | NEW | 新建仓 |
| 37 | MLI | Mueller Industries Inc | — | NEW | 新建仓 |
| 38 | XYZ | Block Inc | — | NEW | 新建仓 |
| 39 | IBB | Ishares Biotechnology ETF | — | EXIT | 清仓 |
| 40 | PANW | Palo Alto Networks Inc | — | NEW | 新建仓 |
| 41 | ROK | Rockwell Automation Inc | — | NEW | 新建仓 |
| 42 | GIS | General Mills Inc | — | NEW | 新建仓 |
| 43 | ULTA | Ulta Beauty Inc | — | EXIT | 清仓 |
| 44 | MDY | State Street Spdr S&p Midcap | — | NEW | 新建仓 |
| 45 | DHI | Dr Horton Inc | — | EXIT | 清仓 |
| 46 | MUR | Murphy Oil CORP | — | EXIT | 清仓 |
| 47 | PWR | Quanta Services Inc | — | NEW | 新建仓 |
| 48 | APP | Applovin Corp-class A | — | NEW | 新建仓 |
| 49 | FISV | Fiserv Inc | — | NEW | 新建仓 |
| 50 | EMR | Emerson Electric Co | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Finivi Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$1.9亿，共申报了 89 个公开持股仓位。
在 Q4 2024 季度，Finivi Inc. 按市值排列的前三大核心持股分别为：QQQ (6.0%)、AMZN (4.4%)、AAPL (4.3%)。其中最大持股仓位 QQQ 占据整体投资组合约 6.0% 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。
本季最大新建仓标的
HOOD
市值: US$85.7万
本季最大获利了结 / 清仓标的
XLB
前期市值: US$186.2万
在 Q4 2024 季度中，Finivi Inc. 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 16 个仓位、减仓 17 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 HOOD。 本季清仓仓位包含 XLB。
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。