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: 0001598611
申报总市值
US$2.2亿
US$2.2亿
257 檔
21.6%
根据最新整理的 13F 季度数据集，Friedenthal Financial 于 Q4 2024 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 257 档美股持仓，呈现出该时期的主要投资地图。
Friedenthal Financial 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 18 个全新仓位及加仓 7 档持股的同时，亦同步清仓 19 档并减仓 6 档标的。
在资产配置集中度方面，Friedenthal Financial 的前 5 大核心持股（包含 ITOT, EEMV, EFAV 等）合计占整体申报市值的 21.6%，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 257 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 10.77% | +0.89% | -1.17% | |
| 2 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 5.44% | +0.05% | -0.19% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 3.99% | -0.14% | -0.37% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.67% | +0.51% | +98.70% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.44% | -0.04% | +308.79% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.96% | -0.12% | +100.00% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.78% | -2.16% | +1263.57% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.58% | — | — | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 2.58% | +2.02% | NEW | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.34% | -0.11% | +2.42% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.26% | -0.16% | +1.20% | |
| 12 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.00% | -0.15% | -0.05% | |
| 13 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.80% | +0.15% | +2.64% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.79% | -0.04% | +2.45% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.74% | -0.01% | +2.81% | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.63% | -0.05% | -60.36% | |
| 17 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.53% | -0.09% | -0.48% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.26% | -0.02% | -0.71% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.11% | -0.05% | +0.95% | |
| 20 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 1.08% | -0.01% | +2.08% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.07% | -0.02% | +2.79% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.98% | — | +3120.08% | |
| 23 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.95% | +0.02% | +0.16% | |
| 24 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.86% | +0.04% | — | |
| 25 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.85% | -0.01% | -1.30% | |
| 26 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.85% | +0.03% | -0.41% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | +0.02% | -0.28% | |
| 28 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.82% | +0.01% | -0.09% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.70% | -0.04% | +100.85% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.46% | +704.15% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.65% | -0.01% | +2.16% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.54% | -0.09% | +0.56% | |
| 33 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.54% | -0.03% | +1.52% | |
| 34 | IONQ | Ionq Inc | 股票-科技 | 0.50% | — | — | |
| 35 | TWLO | Twilio Inc - A | 股票-科技 | 0.49% | — | — | |
| 36 | AAL | American Airlines Group Inc | 股票-工业 | 0.49% | +0.01% | +1039.91% | |
| 37 | RJF | Raymond James Financial Inc | 股票-金融 | 0.49% | — | — | |
| 38 | DAL | Delta Air Lines Inc | 股票-工业 | 0.49% | — | — | |
| 39 | SYF | Synchrony Financial | 股票-金融 | 0.49% | — | — | |
| 40 | DAY | Dayforce Inc | 股票-其他 | 0.48% | — | — | |
| 41 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 0.47% | -0.02% | EXIT | |
| 42 | AXON | Axon Enterprise Inc | 股票-工业 | 0.47% | — | +961.72% | |
| 43 | TPR | Tapestry Inc | 股票-周期性消费 | 0.47% | +0.47% | — | |
| 44 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.47% | — | — | |
| 45 | UNM | Unum Group | 股票-金融 | 0.47% | — | — | |
| 46 | UAL | United Airlines Holdings Inc | 股票-工业 | 0.47% | — | — | |
| 47 | TSLA | Tesla Inc | 股票-周期性消费 | 0.47% | — | +98400.00% | |
| 48 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-周期性消费 | 0.46% | — | — | |
| 49 | APP | Applovin Corp-class A | 股票-科技 | 0.46% | — | -58.90% | |
| 50 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.46% | — | -12.65% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SRLN | Ss Blackstone Sr Loan ETF | +2.6% | +308.79% | 加仓 |
| 2 | VNLA | Janus Henderson Short Durati | +2.6% | NEW | 新建仓 |
| 3 | ICVT | Ishares Convertible Bond ETF | +2.6% | NEW | 新建仓 |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +2.6% | +1263.57% | 加仓 |
| 5 | SCHB | Schwab US Broad Market ETF | +0.9% | +3120.08% | 加仓 |
| 6 | AAPL | Apple Inc | +0.6% | +704.15% | 加仓 |
| 7 | IONQ | Ionq Inc | +0.5% | NEW | 新建仓 |
| 8 | TWLO | Twilio Inc - A | +0.5% | NEW | 新建仓 |
| 9 | RJF | Raymond James Financial Inc | +0.5% | NEW | 新建仓 |
| 10 | DAL | Delta Air Lines Inc | +0.5% | NEW | 新建仓 |
| 11 | SYF | Synchrony Financial | +0.5% | NEW | 新建仓 |
| 12 | DAY | Dayforce Inc | +0.5% | NEW | 新建仓 |
| 13 | TPR | Tapestry Inc | +0.5% | NEW | 新建仓 |
| 14 | EXPE | Expedia Group Inc | +0.5% | NEW | 新建仓 |
| 15 | UNM | Unum Group | +0.5% | NEW | 新建仓 |
| 16 | UAL | United Airlines Holdings Inc | +0.5% | NEW | 新建仓 |
| 17 | AAL | American Airlines Group Inc | +0.5% | +1039.91% | 加仓 |
| 18 | TSLA | Tesla Inc | +0.5% | +98400.00% | 加仓 |
| 19 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.5% | NEW | 新建仓 |
| 20 | TOST | Toast Inc-class A | +0.5% | NEW | 新建仓 |
| 21 | CCL1EUR | Carnival CORP LTD | +0.5% | +2026.52% | 加仓 |
| 22 | VST | Vistra CORP | +0.5% | NEW | 新建仓 |
| 23 | MDU | Mdu Resources Group Inc | +0.5% | NEW | 新建仓 |
| 24 | PAYC | Paycom Software Inc | +0.5% | NEW | 新建仓 |
| 25 | IBKR | Interactive Brokers Gro-cl A | +0.5% | NEW | 新建仓 |
| 26 | AFL | Aflac Inc | -0.5% | EXIT | 清仓 |
| 27 | MHK | Mohawk Industries Inc | -0.5% | EXIT | 清仓 |
| 28 | CNK | Cinemark Holdings Inc | -0.5% | EXIT | 清仓 |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | -0.5% | -0.19% | 减仓 |
| 30 | MKTX | Marketaxess Holdings Inc | -0.5% | EXIT | 清仓 |
| 31 | REG | Regency Centers CORP | -0.5% | EXIT | 清仓 |
| 32 | NDAQ | Nasdaq Inc | -0.5% | EXIT | 清仓 |
| 33 | FICO | Fair Isaac CORP | -0.5% | EXIT | 清仓 |
| 34 | AMT | American Tower CORP | -0.5% | EXIT | 清仓 |
| 35 | SPGI | S&p Global Inc | -0.5% | EXIT | 清仓 |
| 36 | TRU | Transunion | -0.5% | EXIT | 清仓 |
| 37 | EXK | Exact Sciences CORP | -0.5% | EXIT | 清仓 |
| 38 | DHI | Dr Horton Inc | -0.5% | EXIT | 清仓 |
| 39 | MCO | Moody's CORP | -0.5% | EXIT | 清仓 |
| 40 | IRM | Iron Mountain Inc | -0.5% | EXIT | 清仓 |
| 41 | VFC | Vf CORP | -0.5% | EXIT | 清仓 |
| 42 | ICE | Intercontinental Exchange In | -0.5% | EXIT | 清仓 |
| 43 | VTR | Ventas Inc | -0.5% | EXIT | 清仓 |
| 44 | MMM | 3m Co | -0.5% | -99.45% | 减仓 |
| 45 | WELL | Welltower Inc | -0.5% | EXIT | 清仓 |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.1% | -85.66% | 减仓 |
| 47 | BSV | Vanguard Short-term Bond ETF | -2.4% | -93.13% | 减仓 |
| 48 | LMBS | First Trust Low Duration Opp | -2.6% | -60.36% | 减仓 |
| 49 | EMLC | Vaneck JPM Em Local Curr Bnd | -2.6% | EXIT | 清仓 |
| 50 | PFF | Ishares Preferred & Income S | -2.6% | -99.84% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Friedenthal Financial 在 Q4 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 257 个公开持股仓位。
在 Q4 2024 季度，Friedenthal Financial 按市值排列的前三大核心持股分别为：ITOT (10.8%)、EEMV (5.4%)、EFAV (4.0%)。其中最大持股仓位 ITOT 占据整体投资组合约 10.8% 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
VNLA
市值: US$442.1万
本季最大获利了结 / 清仓标的
EMLC
前期市值: US$439.8万
在 Q4 2024 季度中，Friedenthal Financial 共进行了 50 项持仓异动，包含新建仓 18 个仓位、加仓 7 个仓位、减仓 6 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 VNLA。 本季清仓仓位包含 EMLC。
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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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。