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: 0001829231
申报总市值
US$5.4亿
US$5.4亿
309 檔
11.3%
在 Q4 2024 申报期间，Fwl Investment Management, LLC（CIK: 0001829231）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$5.4亿，共持有 309 个公开申报仓位。
在 Q4 2024，Fwl Investment Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 33 个新仓位，并对 76 个既有持股进行加仓（合计增持 109 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Fwl Investment Management, LLC 的前 5 大核心持股（包含 GOOG, MSFT, IHI 等）合计占整体申报市值的 11.3%，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 309 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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.23% | +0.31% | +3.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.83% | -1.08% | +3.39% | |
| 3 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 4.26% | — | +3.52% | |
| 4 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 4.15% | -1.52% | +3.80% | |
| 5 | LNG | Cheniere Energy Inc | 股票-能源 | 3.90% | -1.34% | +1.00% | |
| 6 | AMLP | Alerian Mlp ETF | ETF-其他 | 3.80% | -0.69% | +37.47% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.72% | -1.02% | +21.97% | |
| 8 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 3.65% | — | +29.36% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 3.33% | +0.05% | +0.63% | |
| 10 | LMT | Lockheed Martin CORP | 股票-工业 | 3.20% | +0.01% | +5.66% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 3.17% | +0.29% | +24.99% | |
| 12 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 3.02% | -2.25% | +1.79% | |
| 13 | WMB | Williams Cos Inc | 股票-能源 | 2.90% | -0.54% | +1.61% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 2.85% | -0.09% | +1.33% | |
| 15 | DDOG | Datadog Inc - Class A | 股票-科技 | 2.84% | — | +6.78% | |
| 16 | ETN | Eaton Corporation plc | 股票-工业 | 2.76% | -0.01% | +7.75% | |
| 17 | INDA | Ishares Msci India ETF | ETF-其他 | 2.66% | -0.07% | +0.92% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.36% | -0.05% | +48.70% | |
| 19 | CCJ | Cameco CORP | 股票-能源 | 1.99% | -0.42% | +5.44% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.87% | -0.68% | +68.50% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.78% | +0.03% | +7.51% | |
| 22 | AGNC | Agnc Investment CORP | 股票-房地产 | 1.75% | +0.14% | -38.38% | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 1.64% | — | -0.78% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | -0.15% | +3.09% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | -0.09% | +2.68% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 1.30% | -0.24% | -1.10% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.11% | -0.02% | +5.57% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.03% | -0.15% | +7.23% | |
| 29 | URA | Global X Uranium ETF | ETF-其他 | 0.98% | -0.03% | +820.85% | |
| 30 | IREN | IREN Limited | 股票-其他 | 0.85% | +0.29% | — | |
| 31 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.78% | — | NEW | |
| 32 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.77% | — | — | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.73% | — | +5.55% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | -0.03% | +0.46% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.68% | +0.01% | NEW | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | — | NEW | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.03% | +8.74% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.61% | -0.06% | +5.52% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | -0.01% | -10.39% | |
| 40 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.57% | +0.11% | +10.85% | |
| 41 | GD | General Dynamics CORP | 股票-工业 | 0.56% | -0.07% | +7.39% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | -0.01% | — | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.54% | -0.02% | +3.59% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | -0.01% | -0.97% | |
| 45 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.51% | -0.12% | — | |
| 46 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.51% | -0.06% | +4.60% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.48% | -0.01% | +2.99% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.48% | -0.01% | +0.29% | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 0.45% | -0.05% | +9.89% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.43% | +2.76% | -72.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Cyberark Software LTD. Cmn | +1.1% | +29.36% | 加仓 |
| 2 | AMLP | Alerian Mlp ETF | +1% | +37.47% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.9% | +48.70% | 加仓 |
| 4 | URA | Global X Uranium ETF | +0.9% | +820.85% | 加仓 |
| 5 | IREN | IREN Limited | +0.9% | NEW | 新建仓 |
| 6 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.8% | NEW | 新建仓 |
| 7 | NVDA | Nvidia CORP | +0.8% | +24.99% | 加仓 |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +68.50% | 加仓 |
| 9 | DDOG | Datadog Inc - Class A | +0.6% | +6.78% | 加仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.6% | +3.09% | 加仓 |
| 11 | LNG | Cheniere Energy Inc | +0.5% | +1.00% | 加仓 |
| 12 | GLD | Spdr Gold Shares | +0.5% | +21.97% | 加仓 |
| 13 | WMB | Williams Cos Inc | +0.4% | +1.61% | 加仓 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | +33.92% | 加仓 |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +514.80% | 加仓 |
| 16 | VGT | Vanguard Info Tech ETF | +0.2% | +2078.13% | 加仓 |
| 17 | CCJ | Cameco CORP | +0.1% | +5.44% | 加仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +2.68% | 加仓 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.51% | 加仓 |
| 20 | EMR | Emerson Electric Co | +0.1% | -0.78% | 减仓 |
| 21 | NLY | Annaly Capital Management In | +0.1% | +225.85% | 加仓 |
| 22 | AAPL | Apple Inc | +0.1% | +1.33% | 加仓 |
| 23 | REM | Ishares Mortgage Real Estate | +0.1% | +1031.89% | 加仓 |
| 24 | FLG | Flagstar Bank NA | +0.1% | NEW | 新建仓 |
| 25 | ETN | Eaton Corporation plc | +0.1% | +7.75% | 加仓 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +0.46% | 加仓 |
| 27 | SKYY | First Trust Cloud Computing | +0.1% | +387.57% | 加仓 |
| 28 | WMT | Walmart Inc | +0.1% | -1.10% | 减仓 |
| 29 | IYF | Ishares US Financials ETF | +0.1% | NEW | 新建仓 |
| 30 | WRB | Wr Berkley CORP | +0.1% | NEW | 新建仓 |
| 31 | COST | Costco Wholesale CORP | +0.1% | +7.23% | 加仓 |
| 32 | VRT | Vertiv Holdings Co-a | +0.1% | +5.75% | 加仓 |
| 33 | EPI | Wisdomtree India Earnings | +0.1% | +418.71% | 加仓 |
| 34 | SCHW | Schwab (charles) CORP | +0.1% | +28.41% | 加仓 |
| 35 | KTOS | Kratos Defense & Security | +0.1% | +13.17% | 加仓 |
| 36 | VCR | Vanguard Consumer Discre ETF | +0.1% | +751.02% | 加仓 |
| 37 | XLV | Ss Health Care Select Sector | +0.1% | +1354.67% | 加仓 |
| 38 | MLPA | Global X Mlp ETF | +0.1% | +221.65% | 加仓 |
| 39 | AMT | American Tower CORP | 0% | NEW | 新建仓 |
| 40 | PGX | Invesco Preferred ETF | 0% | NEW | 新建仓 |
| 41 | HACK | Amplify Cybersecurity ETF | 0% | +438.84% | 加仓 |
| 42 | EWJ | Ishares Msci Japan ETF | 0% | +222.33% | 加仓 |
| 43 | SOXQ | Invesco Phlx Semiconductor | 0% | +51760.00% | 加仓 |
| 44 | PAVE | Global X US Infrastructure | 0% | +11795.24% | 加仓 |
| 45 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | +101.02% | 加仓 |
| 46 | XLF | Ss Financial Select Sector | 0% | +12718.75% | 加仓 |
| 47 | GOOGL | Alphabet Inc-cl A | 0% | -1.26% | 减仓 |
| 48 | VST | Vistra CORP | 0% | NEW | 新建仓 |
| 49 | COPX | Global X Copper Miners ETF | 0% | +13775.00% | 加仓 |
| 50 | GLDM | Spdr Gold Minishares Trust | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Fwl Investment Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$5.4亿，共申报了 309 个公开持股仓位。
在 Q4 2024 季度，Fwl Investment Management, LLC 按市值排列的前三大核心持股分别为：GOOG (5.2%)、MSFT (4.8%)、IHI (4.3%)。其中最大持股仓位 GOOG 占据整体投资组合约 5.2% 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
IREN
市值: US$234.2万
本季最大获利了结 / 清仓标的
CCL1EUR
前期市值: US$5.8万
在 Q4 2024 季度中，Fwl Investment Management, LLC 共进行了 166 项持仓异动，包含新建仓 33 个仓位、加仓 76 个仓位、减仓 38 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 IREN。 本季清仓仓位包含 CCL1EUR。
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。