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
486 檔
25.3%
截至 Q4 2024 季度末，Gateway Investment Advisers LLC 的美股持仓估值约为 US$101.3亿，全数申报仓位共有 486 档。
在 Q4 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 37 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, NVDA, MSFT 等）合计占整体申报市值的 25.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
LRCX
市值: US$790.1万
本季最大获利了结 / 清仓标的
AWK
前期市值: US$1600.3万
仅显示前 200 大持股（共 486 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 | 7.73% | +0.11% | -1.30% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.74% | -0.08% | -4.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.66% | -0.73% | -3.62% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.41% | -0.17% | -1.31% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.01% | -0.08% | -3.09% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.78% | -0.32% | -2.07% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.29% | +0.15% | -3.07% | |
| 8 | TSLA | Tesla Inc | 股票-周期性消费 | 2.28% | -0.01% | -2.45% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.05% | -0.31% | -2.69% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | -0.10% | -0.05% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | — | +0.12% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.35% | +0.11% | -2.58% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.20% | +0.18% | -3.08% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.14% | +0.19% | -5.04% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 1.12% | -0.05% | -1.91% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.35% | -2.49% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.05% | -0.01% | -1.08% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.04% | -0.09% | +1.19% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 0.99% | -0.26% | -1.14% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.99% | -0.15% | -7.85% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.88% | -0.19% | +0.84% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.86% | +0.08% | -2.45% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | -0.15% | -2.75% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.05% | -5.68% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | -0.01% | -15.76% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.71% | -0.14% | -0.65% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | -0.10% | -2.16% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.02% | -1.23% | |
| 29 | NOW | Servicenow Inc | 股票-科技 | 0.65% | -0.05% | -2.73% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.21% | -2.51% | |
| 31 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.64% | -0.04% | -2.48% | |
| 32 | CAT | Caterpillar Inc | 股票-工业 | 0.63% | -0.06% | -2.49% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | -0.06% | -1.59% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.62% | +0.10% | -1.27% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.61% | -0.05% | -5.64% | |
| 36 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.60% | -0.14% | -0.89% | |
| 37 | HON | Honeywell International Inc | 股票-工业 | 0.60% | -0.52% | EXIT | |
| 38 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.59% | -0.03% | -0.04% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | -0.05% | +0.44% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | -0.11% | +3.54% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.57% | -0.07% | -5.15% | |
| 42 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.57% | -0.10% | -0.49% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.56% | -0.01% | -0.10% | |
| 44 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.55% | -0.27% | -4.05% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.54% | -0.14% | -5.01% | |
| 46 | PH | Parker Hannifin CORP | 股票-工业 | 0.53% | -0.03% | -0.11% | |
| 47 | T | At&t Inc | 股票-通信服务 | 0.53% | -0.16% | +31.42% | |
| 48 | WM | Waste Management Inc | 股票-工业 | 0.52% | -0.08% | -0.53% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.50% | +0.71% | -2.21% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.49% | -0.28% | -0.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.8% | -2.45% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.7% | -1.31% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.6% | -3.07% | 减仓 |
| 4 | AAPL | Apple Inc | +0.5% | -1.30% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | -4.31% | 减仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -3.09% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.05% | 减仓 |
| 8 | V | Visa Inc-class A Shares | +0.2% | +0.12% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.2% | -1.14% | 减仓 |
| 10 | ED | Consolidated Edison Inc | +0.2% | +102.68% | 加仓 |
| 11 | T | At&t Inc | +0.2% | +31.42% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.08% | 减仓 |
| 13 | CRM | Salesforce Inc | +0.1% | -1.23% | 减仓 |
| 14 | WFC | Wells Fargo & Co | +0.1% | -1.59% | 减仓 |
| 15 | PLD | Prologis Inc | +0.1% | +69.03% | 加仓 |
| 16 | BAC | Bank Of America CORP | +0.1% | +1.19% | 加仓 |
| 17 | WMT | Walmart Inc | +0.1% | +0.84% | 加仓 |
| 18 | MS | Morgan Stanley | +0.1% | -1.27% | 减仓 |
| 19 | LULU | Lululemon Athletica Inc | +0.1% | +54.89% | 加仓 |
| 20 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 21 | NOW | Servicenow Inc | +0.1% | -2.73% | 减仓 |
| 22 | AAL | American Airlines Group Inc | +0.1% | +869.73% | 加仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.69% | 减仓 |
| 24 | PEP | Pepsico Inc | -0.1% | -5.01% | 减仓 |
| 25 | EMN | Eastman Chemical Co | -0.1% | -61.92% | 减仓 |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -17.69% | 减仓 |
| 27 | AMGN | Amgen Inc | -0.1% | -2.39% | 减仓 |
| 28 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 29 | LIN | Linde plc | -0.1% | -73.24% | 减仓 |
| 30 | HCA | Hca Healthcare Inc | -0.1% | -2.86% | 减仓 |
| 31 | VST | Vistra CORP | -0.1% | -94.76% | 减仓 |
| 32 | MDLZ | Mondelez International Inc-a | -0.1% | -0.11% | 减仓 |
| 33 | NEM | Newmont CORP | -0.1% | EXIT | 清仓 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -2.75% | 减仓 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -2.49% | 减仓 |
| 36 | GE | General Electric | -0.1% | -17.63% | 减仓 |
| 37 | CPT | Camden Property Trust | -0.1% | EXIT | 清仓 |
| 38 | TXN | Texas Instruments Inc | -0.1% | -15.23% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.1% | -5.15% | 减仓 |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -5.64% | 减仓 |
| 41 | ELV | Elevance Health Inc | -0.2% | -1.64% | 减仓 |
| 42 | AWK | American Water Works Co Inc | -0.2% | EXIT | 清仓 |
| 43 | AMD | Advanced Micro Devices | -0.2% | -2.21% | 减仓 |
| 44 | UBER | Uber Technologies Inc | -0.2% | -69.24% | 减仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -5.04% | 减仓 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -2.58% | 减仓 |
| 47 | ABBV | Abbvie Inc | -0.2% | -15.76% | 减仓 |
| 48 | VZ | Verizon Communications Inc | -0.3% | -68.21% | 减仓 |
| 49 | MA | Mastercard Inc - A | -0.3% | -59.07% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.3% | -3.62% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Gateway Investment Advisers LLC 在 Q4 2024 季度的美股持仓总市值约为 US$101.3亿，共申报了 486 个公开持股仓位。
在 Q4 2024 季度，Gateway Investment Advisers LLC 按市值排列的前三大核心持股分别为：AAPL (7.7%)、NVDA (6.7%)、MSFT (6.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.7% 的权重。
在 Q4 2024 季度中，Gateway Investment Advisers LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 8 个仓位、减仓 37 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 AWK。
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。
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。
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。