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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001467517
申报总市值
US$4.5亿
US$4.5亿
99 檔
30.3%
Q4 2024 季度申报显示，Freedom Day Solutions, LLC 披露的美股组合总市值为 US$4.5亿，涵盖 99 个不同之权益投资仓位。
在 Q4 2024，Freedom Day Solutions, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 21 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Freedom Day Solutions, LLC 的前 5 大核心持股（包含 MBOX, SPTM, AAPL 等）合计占整体申报市值的 30.3%，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 | MBOX | Freedom Day Dividend ETF | ETF-其他 | 29.87% | -2.94% | +8.66% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 3.22% | -0.17% | +1.18% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.21% | +0.18% | -2.24% | |
| 4 | USRT | Ishares Core US Reit ETF | ETF-其他 | 2.52% | -0.11% | +18.51% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.18% | -0.27% | +22.41% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | +0.04% | -12.88% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.04% | -0.59% | +26.25% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | -0.06% | -12.75% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.73% | -0.02% | -0.61% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.55% | -0.01% | -7.16% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.37% | -0.27% | +1.77% | |
| 12 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.29% | +1.21% | NEW | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | -0.15% | +8.97% | |
| 14 | CTAS | Cintas CORP | 股票-工业 | 1.19% | -0.21% | +3.51% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | — | +1.83% | |
| 16 | FIX | Comfort Systems USA Inc | 股票-工业 | 1.14% | -0.12% | +2.18% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 1.14% | -0.80% | EXIT | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.09% | +0.18% | -1.73% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.07% | -0.34% | +5.93% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.06% | -0.22% | -7.57% | |
| 21 | PRIM | Primoris Services CORP | 股票-工业 | 1.04% | -0.56% | -4.31% | |
| 22 | CPRT | Copart Inc | 股票-工业 | 1.04% | -0.18% | +6.67% | |
| 23 | WSO | Watsco Inc | 股票-工业 | 1.03% | -0.04% | -2.55% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.97% | -0.09% | +1.57% | |
| 25 | MLI | Mueller Industries Inc | 股票-工业 | 0.97% | -0.09% | -3.30% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.94% | -0.16% | -2.59% | |
| 27 | MKL | Markel Group Inc | 股票-金融 | 0.89% | -0.14% | +16.59% | |
| 28 | AZO | Autozone Inc | 股票-周期性消费 | 0.89% | -0.21% | +11.04% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.34% | +34.74% | |
| 30 | MSCI | Msci Inc | 股票-金融 | 0.88% | -0.09% | +6.58% | |
| 31 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.84% | -0.36% | +424.20% | |
| 32 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.84% | -0.15% | +3.33% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.80% | — | +2.29% | |
| 34 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.80% | +0.03% | +1.88% | |
| 35 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.78% | -0.40% | +15.73% | |
| 36 | LNG | Cheniere Energy Inc | 股票-能源 | 0.77% | -0.27% | +4.01% | |
| 37 | ASML | ASML Holding N.V. | 股票-科技 | 0.76% | +0.23% | +571.72% | |
| 38 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.76% | -0.28% | +1.22% | |
| 39 | FTNT | Fortinet Inc | 股票-科技 | 0.75% | — | +3.64% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.01% | -5.92% | |
| 41 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.71% | — | +18.62% | |
| 42 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.71% | -0.06% | -0.17% | |
| 43 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.70% | — | +13.44% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.70% | -0.11% | +3.92% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.68% | +0.10% | -3.15% | |
| 46 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.67% | +0.02% | -3.49% | |
| 47 | WTS | Watts Water Technologies-a | 股票-工业 | 0.66% | +0.08% | +1.90% | |
| 48 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.65% | — | +12.15% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.64% | — | +1.73% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.63% | — | -0.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +0.6% | +571.72% | 加仓 |
| 2 | RGA | Reinsurance Group Of America | +0.6% | NEW | 新建仓 |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | +0.5% | NEW | 新建仓 |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.4% | NEW | 新建仓 |
| 5 | DRUP | Graniteshares Nasdaq Select | +0.4% | NEW | 新建仓 |
| 6 | EWJ | Ishares Msci Japan ETF | +0.4% | NEW | 新建仓 |
| 7 | PFF | Ishares Preferred & Income S | +0.3% | +26.25% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.3% | -7.16% | 减仓 |
| 9 | MBOX | Freedom Day Dividend ETF | +0.2% | +8.66% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.61% | 减仓 |
| 11 | OWL | Blue Owl Capital Inc | +0.2% | +18.62% | 加仓 |
| 12 | PRIM | Primoris Services CORP | +0.2% | -4.31% | 减仓 |
| 13 | MKL | Markel Group Inc | +0.2% | +16.59% | 加仓 |
| 14 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +1.88% | 加仓 |
| 15 | OMFL | Invesco Russell 1000 Dyn M/f | +0.2% | NEW | 新建仓 |
| 16 | USRT | Ishares Core US Reit ETF | +0.2% | +18.51% | 加仓 |
| 17 | VXUS | Vanguard Total Intl Stock | +0.2% | +22.41% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +34.74% | 加仓 |
| 19 | FTNT | Fortinet Inc | +0.1% | +3.64% | 加仓 |
| 20 | LNG | Cheniere Energy Inc | +0.1% | +4.01% | 加仓 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | 新建仓 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.83% | 加仓 |
| 23 | CPRT | Copart Inc | +0.1% | +6.67% | 加仓 |
| 24 | ROL | Rollins Inc | +0.1% | +36.82% | 加仓 |
| 25 | GSSC | Goldman Sachs Activebeta US | +0.1% | NEW | 新建仓 |
| 26 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 27 | FIX | Comfort Systems USA Inc | +0.1% | +2.18% | 加仓 |
| 28 | AZO | Autozone Inc | +0.1% | +11.04% | 加仓 |
| 29 | AAPL | Apple Inc | 0% | -2.24% | 减仓 |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +1.18% | 加仓 |
| 31 | CE | Celanese CORP | -0.1% | EXIT | 清仓 |
| 32 | ABBV | Abbvie Inc | -0.1% | -3.13% | 减仓 |
| 33 | TGT | Target CORP | -0.1% | -21.96% | 减仓 |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | -0.31% | 减仓 |
| 35 | TXN | Texas Instruments Inc | -0.1% | -3.15% | 减仓 |
| 36 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -0.17% | 减仓 |
| 37 | SHW | Sherwin-williams Co/the | -0.1% | +1.57% | 加仓 |
| 38 | CTAS | Cintas CORP | -0.2% | +3.51% | 加仓 |
| 39 | KLAC | Kla CORP | -0.2% | -6.04% | 减仓 |
| 40 | IXUS | Ishares Core Intl Stock ETF | -0.2% | -2.59% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -50.63% | 减仓 |
| 42 | LEN | Lennar Corp-a | -0.2% | +13.44% | 加仓 |
| 43 | LLY | Eli Lilly & Co | -0.2% | -1.73% | 减仓 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +1.73% | 加仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | -16.99% | 减仓 |
| 46 | AOS | Smith (a.o.) CORP | -0.4% | -22.45% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.5% | -12.88% | 减仓 |
| 48 | CTRA | Coterra Energy Inc | -0.5% | EXIT | 清仓 |
| 49 | ELV | Elevance Health Inc | -0.5% | EXIT | 清仓 |
| 50 | REGN | Regeneron Pharmaceuticals | -0.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Freedom Day Solutions, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$4.5亿，共申报了 99 个公开持股仓位。
在 Q4 2024 季度，Freedom Day Solutions, LLC 按市值排列的前三大核心持股分别为：MBOX (29.9%)、SPTM (3.2%)、AAPL (3.2%)。其中最大持股仓位 MBOX 占据整体投资组合约 29.9% 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
RGA
市值: US$191.6万
本季最大获利了结 / 清仓标的
REGN
前期市值: US$257.4万
在 Q4 2024 季度中，Freedom Day Solutions, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 21 个仓位、减仓 16 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 RGA。 本季清仓仓位包含 REGN。
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。