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: 0001839307
申报总市值
US$5.4亿
US$5.4亿
379 檔
36.2%
在 Q4 2024 申报期间，GoalVest Advisory LLC（CIK: 0001839307）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 379 个公开申报仓位。
GoalVest Advisory LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 14 档持股的同时，亦同步清仓 1 档并减仓 25 档标的。
在资产配置集中度方面，GoalVest Advisory LLC 的前 5 大核心持股（包含 VOO, VUG, SPIB 等）合计占整体申报市值的 36.2%，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 379 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 34.85% | +5.02% | +2.46% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 8.77% | -0.25% | -0.29% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.97% | -0.08% | +74.06% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.70% | +0.15% | -4.23% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.24% | — | -0.40% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.98% | +0.01% | -33.39% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.50% | +0.05% | -4.68% | |
| 8 | XNTK | Ss Spdr Nyse Tech ETF | ETF-科技型 | 1.48% | +1.51% | +2.00% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.28% | +0.04% | +29.72% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | -0.23% | -0.08% | |
| 11 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.25% | +0.05% | -54.37% | |
| 12 | TSLA | Tesla Inc | 股票-周期性消费 | 1.13% | +0.10% | +30.07% | |
| 13 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.11% | -0.98% | — | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | -0.65% | -7.75% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | +0.11% | +12.05% | |
| 16 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.95% | — | +2.56% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.23% | -2.01% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.13% | -1.26% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.82% | +0.09% | -2.19% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | +0.04% | -5.63% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 0.78% | -0.07% | -1.28% | |
| 22 | BX | Blackstone Inc | 股票-金融 | 0.73% | -0.30% | EXIT | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | +0.15% | +47.53% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | +0.06% | +0.47% | |
| 25 | GNRC | Generac Holdings Inc | 股票-工业 | 0.70% | -0.58% | -0.36% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.66% | +0.35% | +7.05% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.65% | -0.23% | -1.22% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.61% | -0.06% | -2.74% | |
| 29 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.57% | -0.14% | EXIT | |
| 30 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.56% | — | NEW | |
| 31 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.55% | +0.13% | +18391.55% | |
| 32 | T | At&t Inc | 股票-通信服务 | 0.48% | -0.12% | -4.18% | |
| 33 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.48% | -0.53% | EXIT | |
| 34 | OKE | Oneok Inc | 股票-能源 | 0.46% | -0.03% | -4.71% | |
| 35 | WMB | Williams Cos Inc | 股票-能源 | 0.45% | -0.02% | -7.13% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.45% | +0.01% | -0.31% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.44% | — | -1.35% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.42% | -0.05% | +1.34% | |
| 39 | SCCO | Southern Copper CORP | 股票-原材料 | 0.42% | -0.62% | EXIT | |
| 40 | IP | International Paper Co | 股票-周期性消费 | 0.40% | +0.01% | -5.04% | |
| 41 | LNG | Cheniere Energy Inc | 股票-能源 | 0.40% | -0.37% | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | -0.01% | +1.35% | |
| 43 | VFH | Vanguard Financials ETF | ETF-其他 | 0.39% | — | — | |
| 44 | PFG | Principal Financial Group | 股票-金融 | 0.39% | +0.04% | +1.41% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.39% | +0.03% | +1.41% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.38% | -0.05% | -11.76% | |
| 47 | OBIL | F/m US Treasury 12 Month Bil | ETF-政府公债 | 0.37% | — | — | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.37% | +0.09% | +1070.00% | |
| 49 | MO | Altria Group Inc | 股票-非周期性消费 | 0.36% | — | -5.00% | |
| 50 | L | Loews CORP | 股票-金融 | 0.36% | -0.34% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | +1.5% | +74.06% | 加仓 |
| 2 | AIRR | First Trust Rba American Ind | +0.6% | +18391.55% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.5% | +30.07% | 加仓 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.5% | — | 不变 |
| 5 | LNG | Cheniere Energy Inc | +0.4% | NEW | 新建仓 |
| 6 | VFH | Vanguard Financials ETF | +0.4% | NEW | 新建仓 |
| 7 | L | Loews CORP | +0.4% | NEW | 新建仓 |
| 8 | GS | Goldman Sachs Group Inc | +0.3% | +1070.00% | 加仓 |
| 9 | PGR | Progressive CORP | +0.3% | NEW | 新建仓 |
| 10 | CSCO | Cisco Systems Inc | +0.3% | +47.53% | 加仓 |
| 11 | BKLN | Invesco Senior Loan ETF | +0.2% | NEW | 新建仓 |
| 12 | DVY | Ishares Select Dividend ETF | +0.2% | +29.72% | 加仓 |
| 13 | WULF | Terawulf Inc | +0.2% | NEW | 新建仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.05% | 加仓 |
| 15 | VUG | Vanguard Growth ETF | +0.1% | -0.29% | 减仓 |
| 16 | AVGO | Broadcom Inc | +0.1% | -5.63% | 减仓 |
| 17 | BUFZ | Ft Vest Laddered Moderate Bu | +0.1% | NEW | 新建仓 |
| 18 | KVUE | Kenvue Inc | +0.1% | +35.45% | 加仓 |
| 19 | HUT | Hut 8 CORP | +0.1% | NEW | 新建仓 |
| 20 | AMZN | Amazon.com Inc | +0.1% | -2.19% | 减仓 |
| 21 | V | Visa Inc-class A Shares | +0.1% | -1.26% | 减仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -2.01% | 减仓 |
| 23 | BX | Blackstone Inc | +0.1% | +0.11% | 加仓 |
| 24 | JOBY | Joby Aviation, Inc. | 0% | NEW | 新建仓 |
| 25 | FSK | Fs Kkr Capital CORP | 0% | +5.00% | 加仓 |
| 26 | WMT | Walmart Inc | 0% | -2.74% | 减仓 |
| 27 | WMB | Williams Cos Inc | 0% | -7.13% | 减仓 |
| 28 | AAPL | Apple Inc | 0% | -1.28% | 减仓 |
| 29 | XNTK | Ss Spdr Nyse Tech ETF | 0% | +2.00% | 加仓 |
| 30 | NEE | Nextera Energy Inc | -0.1% | -6.76% | 减仓 |
| 31 | VICI | Vici Properties Inc | -0.1% | -4.97% | 减仓 |
| 32 | UL | Unilever PLC | -0.1% | -0.10% | 减仓 |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | +2.46% | 加仓 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -6.64% | 减仓 |
| 35 | EEM | Ishares Msci Emerging Market | -0.1% | -1.35% | 减仓 |
| 36 | TBIL | F/m US Treasury 3 Month Bill | -0.1% | -48.83% | 减仓 |
| 37 | SON | Sonoco Products Co | -0.1% | -14.23% | 减仓 |
| 38 | TSCO | Tractor Supply Company | -0.1% | +400.00% | 加仓 |
| 39 | DHT | DHT Holdings, Inc. | -0.1% | -14.93% | 减仓 |
| 40 | FCX | Freeport-mcmoran Inc | -0.1% | -1.97% | 减仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -0.31% | 减仓 |
| 42 | LMT | Lockheed Martin CORP | -0.1% | -2.83% | 减仓 |
| 43 | PXE | Invesco Energy Exploration | -0.1% | EXIT | 清仓 |
| 44 | PEP | Pepsico Inc | -0.1% | -11.76% | 减仓 |
| 45 | ABBV | Abbvie Inc | -0.1% | -1.22% | 减仓 |
| 46 | SCCO | Southern Copper CORP | -0.1% | +0.53% | 加仓 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -4.23% | 减仓 |
| 48 | ASML | ASML Holding N.V. | -0.4% | -82.34% | 减仓 |
| 49 | JQUA | Jpmorgan US Quality Factor | -1.1% | -33.39% | 减仓 |
| 50 | BOXX | Alpha Architect 1-3 Mnth Box | -1.6% | -54.37% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，GoalVest Advisory LLC 在 Q4 2024 季度的美股持仓总市值约为 US$5.4亿，共申报了 379 个公开持股仓位。
在 Q4 2024 季度，GoalVest Advisory LLC 按市值排列的前三大核心持股分别为：VOO (34.9%)、VUG (8.8%)、SPIB (4.0%)。其中最大持股仓位 VOO 占据整体投资组合约 34.9% 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
LNG
市值: US$145.0万
本季最大获利了结 / 清仓标的
PXE
前期市值: US$41.4万
在 Q4 2024 季度中，GoalVest Advisory LLC 共进行了 49 项持仓异动，包含新建仓 9 个仓位、加仓 14 个仓位、减仓 25 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 LNG。 本季清仓仓位包含 PXE。
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。