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: 0001114618
申报总市值
US$101.3亿
US$101.3亿
510 檔
24.2%
在 Q3 2024 的 13F 官方备案中，Gateway Investment Advisers LLC 管理的美股投资组合规模来到 US$101.3亿，整体持股档数为 510 档。
在 Q3 2024，Gateway Investment Advisers LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 35 个仓位并完全清仓 4 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，Gateway Investment Advisers LLC 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 24.2%，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 510 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 | AAPL | Apple Inc | 股票-科技 | 7.22% | +0.11% | -3.36% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.99% | -0.73% | -1.56% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.31% | -0.08% | -3.51% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.76% | -0.17% | -1.34% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.75% | -0.32% | -4.44% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.70% | -0.08% | -6.02% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.12% | -0.31% | -6.74% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.74% | +0.15% | +861.31% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.10% | -0.04% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.58% | +0.11% | -5.73% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.50% | -0.01% | -1.70% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | — | -0.30% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.37% | +0.19% | -2.68% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | -0.35% | -1.70% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 1.18% | -0.05% | -4.55% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.08% | -0.01% | -0.13% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.08% | +0.18% | -4.46% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.03% | -0.15% | +0.09% | |
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.96% | -0.01% | -0.06% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | -0.15% | -0.57% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.92% | -0.09% | -4.68% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.79% | -0.26% | -0.08% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.79% | -0.05% | -2.08% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.08% | -0.24% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.77% | -0.19% | -0.25% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.74% | -0.14% | -0.04% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.74% | -0.05% | +0.51% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.70% | -0.07% | -0.70% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.69% | -0.06% | -0.05% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | -0.10% | -0.10% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.69% | +0.71% | -0.07% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.21% | -5.94% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | -0.14% | -3.38% | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.62% | -0.10% | -3.19% | |
| 35 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.61% | -0.04% | -0.05% | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.59% | -0.05% | -0.01% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.58% | +0.16% | -0.38% | |
| 38 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.58% | -0.03% | +0.00% | |
| 39 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.58% | +0.05% | -0.11% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | -0.11% | +4.97% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.57% | +0.03% | -20.15% | |
| 42 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.56% | -0.14% | -0.04% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.56% | -0.05% | -0.27% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.55% | -0.02% | -0.26% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.54% | -0.28% | +0.06% | |
| 46 | HON | Honeywell International Inc | 股票-工业 | 0.54% | -0.52% | EXIT | |
| 47 | WM | Waste Management Inc | 股票-工业 | 0.53% | -0.08% | -0.02% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | -0.01% | -0.05% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.52% | — | -23.85% | |
| 50 | PH | Parker Hannifin CORP | 股票-工业 | 0.52% | -0.03% | -0.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.3% | -1.70% | 减仓 |
| 2 | ACN | Accenture plc | +0.3% | +169.61% | 加仓 |
| 3 | AAPL | Apple Inc | +0.3% | -3.36% | 减仓 |
| 4 | UBER | Uber Technologies Inc | +0.3% | +1118.44% | 加仓 |
| 5 | VZ | Verizon Communications Inc | +0.3% | +169.27% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -4.44% | 减仓 |
| 7 | VST | Vistra CORP | +0.1% | NEW | 新建仓 |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | -2.68% | 减仓 |
| 9 | RTX | Rtx CORP | +0.1% | -0.04% | 减仓 |
| 10 | ABBV | Abbvie Inc | +0.1% | -0.06% | 减仓 |
| 11 | WMT | Walmart Inc | +0.1% | -0.25% | 减仓 |
| 12 | ORCL | Oracle CORP | +0.1% | -2.08% | 减仓 |
| 13 | MCD | Mcdonald's CORP | +0.1% | +4.97% | 加仓 |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +468.07% | 加仓 |
| 15 | HD | Home Depot Inc | +0.1% | -4.55% | 减仓 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +5113.90% | 加仓 |
| 17 | PH | Parker Hannifin CORP | +0.1% | -0.64% | 减仓 |
| 18 | LOW | Lowe's Cos Inc | +0.1% | -3.19% | 减仓 |
| 19 | WEC | Wec Energy Group Inc | +0.1% | +8.30% | 加仓 |
| 20 | CAT | Caterpillar Inc | +0.1% | -0.05% | 减仓 |
| 21 | AFL | Aflac Inc | +0.1% | -0.06% | 减仓 |
| 22 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -0.57% | 减仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -6.74% | 减仓 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | -0.24% | 减仓 |
| 26 | ADP | Automatic Data Processing | +0.1% | -0.05% | 减仓 |
| 27 | HCA | Hca Healthcare Inc | +0.1% | -4.51% | 减仓 |
| 28 | CARR | Carrier Global CORP | +0.1% | -0.03% | 减仓 |
| 29 | ICE | Intercontinental Exchange In | +0.1% | — | 不变 |
| 30 | PYPL | Paypal Holdings Inc | +0.1% | -4.40% | 减仓 |
| 31 | GE | General Electric | +0.1% | -0.68% | 减仓 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -0.04% | 减仓 |
| 33 | LW | Lamb Weston Holdings Inc | -0.1% | EXIT | 清仓 |
| 34 | ALK | Alaska Air Group Inc | -0.1% | EXIT | 清仓 |
| 35 | WRKUSD | Westrock Co | -0.1% | EXIT | 清仓 |
| 36 | MA | Mastercard Inc - A | -0.1% | -20.15% | 减仓 |
| 37 | QCOM | Qualcomm Inc | -0.1% | +0.06% | 加仓 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | -23.85% | 减仓 |
| 39 | CVX | Chevron CORP | -0.1% | -5.94% | 减仓 |
| 40 | AES | Aes CORP | -0.1% | EXIT | 清仓 |
| 41 | VICI | Vici Properties Inc | -0.2% | -95.70% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -0.2% | -5.73% | 减仓 |
| 43 | EW | Edwards Lifesciences CORP | -0.2% | -96.80% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | -4.46% | 减仓 |
| 45 | SPGI | S&p Global Inc | -0.2% | -66.51% | 减仓 |
| 46 | MU | Micron Technology Inc | -0.3% | -73.64% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -0.3% | -1.34% | 减仓 |
| 48 | NVDA | Nvidia CORP | -0.5% | -3.51% | 减仓 |
| 49 | GOOG | Alphabet Inc-cl C | -0.5% | -6.02% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.6% | -1.56% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Gateway Investment Advisers LLC 在 Q3 2024 季度的美股持仓总市值约为 US$101.3亿，共申报了 510 个公开持股仓位。
在 Q3 2024 季度，Gateway Investment Advisers LLC 按市值排列的前三大核心持股分别为：AAPL (7.2%)、MSFT (7.0%)、NVDA (6.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.2% 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
VST
市值: US$1083.7万
本季最大获利了结 / 清仓标的
AES
前期市值: US$1069.9万
在 Q3 2024 季度中，Gateway Investment Advisers LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 8 个仓位、减仓 35 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 VST。 本季清仓仓位包含 AES。
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。