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: 0001977560
申报总市值
US$17.7亿
US$17.7亿
518 檔
20.7%
Q4 2024 季度申报显示，Frank, Rimerman Advisors LLC 披露的美股组合总市值为 US$17.7亿，涵盖 518 个不同之权益投资仓位。
在 Q4 2024，Frank, Rimerman Advisors LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 80 个仓位并完全清仓 34 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，Frank, Rimerman Advisors LLC 的前 5 大核心持股（包含 QQQM, QQQ, AAPL 等）合计占整体申报市值的 20.7%，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 518 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 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 6.77% | +0.22% | +0.10% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.74% | +0.54% | -0.74% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.39% | -0.05% | -8.96% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.80% | -0.13% | -0.73% | |
| 5 | NFLX | Netflix Inc | 股票-通信服务 | 3.78% | -1.38% | +0.24% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.74% | — | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.68% | -0.76% | -9.97% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.35% | -0.05% | +0.58% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.15% | +0.37% | -7.33% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.36% | +0.22% | -4.60% | |
| 11 | DUOL | Duolingo | 股票-科技 | 2.35% | — | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.20% | -0.05% | +1.76% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.16% | +0.14% | +3.57% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.58% | -0.25% | -19.49% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.12% | -9.89% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.00% | -0.01% | -0.17% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.05% | +1.14% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.80% | -0.04% | +6.15% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.76% | +0.32% | -36.93% | |
| 20 | PRCT | Procept Biorobotics CORP | 股票-其他 | 0.71% | -0.04% | — | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.02% | +32.43% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.62% | +0.08% | +4.71% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | -0.03% | -0.77% | |
| 24 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.54% | +0.04% | +3.00% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.12% | -26.03% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.13% | +1.15% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | +0.13% | -39.75% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | -0.04% | -7.86% | |
| 29 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.47% | -0.02% | -28.68% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.45% | -0.04% | +1.03% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.44% | -0.07% | +7.58% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | -0.04% | — | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.41% | -0.07% | +0.55% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.40% | -0.16% | +3.74% | |
| 35 | S | Sentinelone Inc -class A | 股票-科技 | 0.40% | — | -5.42% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | -0.03% | +0.28% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.38% | -0.01% | -0.36% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.37% | -0.14% | +0.35% | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.35% | — | +1.51% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.35% | +0.04% | +0.65% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.35% | -0.04% | +0.62% | |
| 42 | VFH | Vanguard Financials ETF | ETF-其他 | 0.35% | -0.07% | +8.13% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | -0.59% | EXIT | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.33% | +0.18% | +6.44% | |
| 45 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 0.31% | -0.01% | — | |
| 46 | TDG | Transdigm Group Inc | 股票-工业 | 0.30% | +0.12% | +0.43% | |
| 47 | DOW | Dow Inc | 股票-原材料 | 0.30% | -0.09% | +160.45% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | -0.01% | +0.05% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.29% | -0.08% | +8.21% | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.29% | -0.02% | +60.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.9% | +0.24% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.5% | -0.73% | 减仓 |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | +0.10% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.4% | -0.17% | 减仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +3.57% | 加仓 |
| 6 | DUOL | Duolingo | +0.4% | — | 不变 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -0.74% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.3% | -4.60% | 减仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -7.33% | 减仓 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +32.43% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.2% | -9.89% | 减仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.58% | 加仓 |
| 13 | DOW | Dow Inc | +0.2% | +160.45% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +1.14% | 加仓 |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.76% | 加仓 |
| 16 | CVX | Chevron CORP | +0.1% | +89.12% | 加仓 |
| 17 | CRM | Salesforce Inc | +0.1% | +7.58% | 加仓 |
| 18 | UPS | United Parcel Service-cl B | +0.1% | +69.87% | 加仓 |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +19.48% | 加仓 |
| 20 | ADBE | Adobe Inc | +0.1% | +60.98% | 加仓 |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 22 | BKNG | Booking Holdings Inc | +0.1% | +64.91% | 加仓 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | -4.52% | 减仓 |
| 24 | MS | Morgan Stanley | +0.1% | +0.65% | 加仓 |
| 25 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +45.10% | 加仓 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +68.19% | 加仓 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +6.44% | 加仓 |
| 29 | SWKS | Skyworks Solutions Inc | +0.1% | +134.81% | 加仓 |
| 30 | VFH | Vanguard Financials ETF | +0.1% | +8.13% | 加仓 |
| 31 | IWC | Ishares Micro-cap ETF | +0.1% | +3.00% | 加仓 |
| 32 | FISV | Fiserv Inc | +0.1% | +50.63% | 加仓 |
| 33 | MRVL | Marvell Technology Inc | +0.1% | +184.77% | 加仓 |
| 34 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 35 | AM | Antero Midstream CORP | +0.1% | +87.04% | 加仓 |
| 36 | MTN | Vail Resorts Inc | +0.1% | NEW | 新建仓 |
| 37 | NOW | Servicenow Inc | +0.1% | +0.90% | 加仓 |
| 38 | CME | Cme Group Inc | +0.1% | +11.70% | 加仓 |
| 39 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +6.15% | 加仓 |
| 40 | JEPI | Jpmorgan Equity Premium Inco | 0% | NEW | 新建仓 |
| 41 | BEN | Franklin Resources Inc | 0% | NEW | 新建仓 |
| 42 | WMT | Walmart Inc | 0% | +0.35% | 加仓 |
| 43 | VB | Vanguard Small-cap ETF | 0% | +15.51% | 加仓 |
| 44 | BIV | Vanguard Intermediate-term B | 0% | +86.49% | 加仓 |
| 45 | WEN | Wendy's Co/the | 0% | +258.40% | 加仓 |
| 46 | BIIB | Biogen Inc | 0% | NEW | 新建仓 |
| 47 | MA | Mastercard Inc - A | 0% | +1.15% | 加仓 |
| 48 | SMCI | Super Micro Computer Inc | 0% | NEW | 新建仓 |
| 49 | DIS | Walt Disney Co/the | 0% | +12.45% | 加仓 |
| 50 | BX | Blackstone Inc | 0% | +8.22% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Frank, Rimerman Advisors LLC 在 Q4 2024 季度的美股持仓总市值约为 US$17.7亿，共申报了 518 个公开持股仓位。
在 Q4 2024 季度，Frank, Rimerman Advisors LLC 按市值排列的前三大核心持股分别为：QQQM (6.8%)、QQQ (5.7%)、AAPL (5.4%)。其中最大持股仓位 QQQM 占据整体投资组合约 6.8% 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
LRCX
市值: US$108.8万
本季最大获利了结 / 清仓标的
SMCIUSD
前期市值: US$146.2万
在 Q4 2024 季度中，Frank, Rimerman Advisors LLC 共进行了 195 项持仓异动，包含新建仓 21 个仓位、加仓 60 个仓位、减仓 80 个仓位以及清仓 34 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 SMCIUSD。
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。