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: 0001767855
申报总市值
US$7.0亿
US$7.0亿
131 檔
11.6%
截至 Q2 2024 季度末，Global Wealth Management Investment Advisory, Inc. 的美股持仓估值约为 US$7.0亿，全数申报仓位共有 131 档。
在 Q2 2024 期间，Global Wealth Management Investment Advisory, Inc. 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Global Wealth Management Investment Advisory, Inc. 的前 5 大核心持股（包含 VGSH, VCIT, JEPI 等）合计占整体申报市值的 11.6%，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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 5.40% | -0.18% | +17.95% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.71% | -0.04% | +26.72% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.63% | -0.02% | +30.60% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.23% | +0.29% | -11.31% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.06% | +0.16% | -1.68% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.04% | +0.10% | +5.23% | |
| 7 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.75% | -0.13% | +1.30% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.71% | +0.12% | +900.48% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | — | +5.50% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.23% | — | +4.58% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.18% | +0.03% | -11.91% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.13% | +0.21% | -8.79% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 2.09% | +0.25% | +2.18% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.02% | -0.06% | +15.30% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | +0.12% | +3.48% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.80% | -0.58% | +5.53% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.59% | +0.18% | +2.66% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.37% | +0.09% | +0.53% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | +0.11% | +3.45% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.27% | +0.02% | +3.03% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.17% | -0.07% | +301.96% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.16% | — | +2.69% | |
| 23 | SO | Southern Co/the | 股票-公用事业 | 1.14% | -0.09% | +3.36% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -1.44% | EXIT | |
| 25 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.12% | -0.08% | +4.24% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.12% | — | +6.03% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事业 | 1.11% | -0.06% | +3.81% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.08% | — | +3.58% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 1.07% | -0.10% | +2.56% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | +0.18% | +2.75% | |
| 31 | TGT | Target CORP | 股票-周期性消费 | 1.02% | — | +5.55% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 1.01% | +0.16% | +2.30% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | -0.01% | +6.75% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.97% | — | +5.50% | |
| 35 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.95% | +0.06% | +3.90% | |
| 36 | HON | Honeywell International Inc | 股票-工业 | 0.94% | — | +4.85% | |
| 37 | CAT | Caterpillar Inc | 股票-工业 | 0.93% | +0.18% | +3.78% | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.92% | -0.01% | +3.44% | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.92% | +0.20% | +6.65% | |
| 40 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.87% | — | +4.85% | |
| 41 | DOW | Dow Inc | 股票-原材料 | 0.87% | — | +3.89% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.83% | +0.02% | +6.39% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.81% | +0.03% | -6.82% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.79% | +0.13% | -6.92% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.76% | -0.02% | -54.37% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.75% | +0.06% | +3.74% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | +0.03% | -6.96% | |
| 48 | CELH | Celsius Holdings Inc | 股票-非周期性消费 | 0.74% | -0.04% | +7.16% | |
| 49 | FANG | Diamondback Energy Inc | 股票-能源 | 0.71% | — | +0.75% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | -0.05% | +21.39% |
根据 SEC 官方 Form 13F 申报备案，Global Wealth Management Investment Advisory, Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$7.0亿，共申报了 131 个公开持股仓位。
在 Q2 2024 季度，Global Wealth Management Investment Advisory, Inc. 按市值排列的前三大核心持股分别为：VGSH (5.4%)、VCIT (3.7%)、JEPI (3.6%)。其中最大持股仓位 VGSH 占据整体投资组合约 5.4% 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。
在 Q2 2024 季度中，Global Wealth Management Investment Advisory, Inc. 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。