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: 0001869164
申报总市值
US$5818.3万
US$5818.3万
162 檔
144.3%
Iq Eq Fund Management 在 Q4 2024 季度的美股仓位总计估值为 US$5818.3万，分散于 162 个持仓标的之中，反映其市场参与广度与投资规模。
Iq Eq Fund Management 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 36 个全新仓位及加仓 47 档持股的同时，亦同步清仓 55 档并减仓 23 档标的。
在资产配置集中度方面，Iq Eq Fund Management 的前 5 大核心持股（包含 NVDA, MSFT, META 等）合计占整体申报市值的 144.3%，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 | NVDA | Nvidia CORP | 股票-科技 | 14.42% | -0.63% | +18.26% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 11.92% | +0.70% | +17.84% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 7.12% | -0.18% | +39.30% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.67% | +3.17% | +124.87% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.58% | -8.29% | +9.75% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 3.66% | — | -2.65% | |
| 7 | NFLX | Netflix Inc | 股票-通信服务 | 3.32% | — | -24.09% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.12% | +3.25% | -43.91% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.22% | -0.01% | EXIT | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.95% | +0.02% | +16.03% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.79% | — | +10.33% | |
| 12 | VICI | Vici Properties Inc | 股票-房地产 | 1.44% | -0.66% | — | |
| 13 | MCK | Mckesson CORP | 股票-医疗保健 | 1.35% | -1.38% | EXIT | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.27% | — | — | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.20% | +0.05% | NEW | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.19% | +0.58% | +15887.10% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.18% | — | +137.78% | |
| 18 | JETS | US Global Jets ETF | ETF-其他 | 1.10% | — | NEW | |
| 19 | NTRA | Natera Inc | 股票-医疗保健 | 1.08% | +1.99% | +59.70% | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 1.06% | -0.44% | -47.69% | |
| 21 | CECO | Ceco Environmental CORP | 股票-其他 | 1.04% | +1.42% | +86.19% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.99% | -8.34% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | +11.32% | NEW | |
| 24 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.97% | — | +165.73% | |
| 25 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.97% | +0.01% | NEW | |
| 26 | C | Citigroup Inc | 股票-金融 | 0.94% | +0.28% | +60.40% | |
| 27 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.93% | — | +14.65% | |
| 28 | DAL | Delta Air Lines Inc | 股票-工业 | 0.91% | +0.97% | — | |
| 29 | DHR | Danaher CORP | 股票-医疗保健 | 0.84% | — | +400.00% | |
| 30 | SO | Southern Co/the | 股票-公用事业 | 0.81% | — | +138.99% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.91% | EXIT | |
| 32 | VST | Vistra CORP | 股票-公用事业 | 0.79% | — | +100.76% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.79% | -0.52% | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | +0.06% | -13.69% | |
| 35 | BUR | Burford Capital Limited | 股票-其他 | 0.74% | — | +149.89% | |
| 36 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 0.72% | — | +12.50% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.72% | — | — | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.70% | — | +14.85% | |
| 39 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.70% | — | -3.75% | |
| 40 | D | Dominion Energy Inc | 股票-公用事业 | 0.69% | — | +135.54% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.68% | — | — | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.67% | +2.25% | +120.69% | |
| 43 | GEO | Geo Group Inc/the | 股票-其他 | 0.65% | — | -44.00% | |
| 44 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.64% | — | +74.49% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.57% | — | -5.26% | |
| 46 | CCJ | Cameco CORP | 股票-能源 | 0.55% | -0.13% | EXIT | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | — | +58.28% | |
| 48 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.48% | +0.24% | NEW | |
| 49 | BITO | Proshares Bitcoin Etf-usd | ETF-加密货币 | 0.45% | — | — | |
| 50 | KSPI | Jsc Kaspi.kz Adr | 股票-其他 | 0.44% | -1.43% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +6.5% | +18.26% | 加仓 |
| 2 | MSFT | Microsoft CORP | +4.5% | +17.84% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +3.5% | +39.30% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +3.2% | +124.87% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +1.9% | +9.75% | 加仓 |
| 6 | VICI | Vici Properties Inc | +1.4% | NEW | 新建仓 |
| 7 | RCL | Royal Caribbean Cruises Ltd. | +1.2% | +15887.10% | 加仓 |
| 8 | MCK | Mckesson CORP | +1.2% | +356.00% | 加仓 |
| 9 | JETS | US Global Jets ETF | +1.1% | +2000000.00% | 加仓 |
| 10 | GLD | Spdr Gold Shares | +1% | NEW | 新建仓 |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.9% | +137.78% | 加仓 |
| 12 | DAL | Delta Air Lines Inc | +0.9% | NEW | 新建仓 |
| 13 | V | Visa Inc-class A Shares | +0.9% | +16.03% | 加仓 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | +4.85% | 加仓 |
| 15 | NFLX | Netflix Inc | +0.8% | -24.09% | 减仓 |
| 16 | WST | West Pharmaceutical Services | +0.7% | +165.73% | 加仓 |
| 17 | SMH | Vaneck Semiconductor ETF | +0.7% | NEW | 新建仓 |
| 18 | DHR | Danaher CORP | +0.7% | +400.00% | 加仓 |
| 19 | NTRA | Natera Inc | +0.7% | +59.70% | 加仓 |
| 20 | MA | Mastercard Inc - A | +0.7% | +10.33% | 加仓 |
| 21 | CECO | Ceco Environmental CORP | +0.7% | +86.19% | 加仓 |
| 22 | VRT | Vertiv Holdings Co-a | +0.7% | +92.94% | 加仓 |
| 23 | C | Citigroup Inc | +0.6% | +60.40% | 加仓 |
| 24 | VST | Vistra CORP | +0.5% | +100.76% | 加仓 |
| 25 | SO | Southern Co/the | +0.5% | +138.99% | 加仓 |
| 26 | BUR | Burford Capital Limited | +0.5% | +149.89% | 加仓 |
| 27 | GS | Goldman Sachs Group Inc | +0.5% | — | 不变 |
| 28 | D | Dominion Energy Inc | +0.5% | +135.54% | 加仓 |
| 29 | BITO | Proshares Bitcoin Etf-usd | +0.5% | NEW | 新建仓 |
| 30 | CCJ | Cameco CORP | +0.5% | +276.38% | 加仓 |
| 31 | MTB | M & T Bank CORP | +0.4% | NEW | 新建仓 |
| 32 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.4% | +74.49% | 加仓 |
| 33 | INTC | Intel CORP | +0.4% | +120.69% | 加仓 |
| 34 | UAL | United Airlines Holdings Inc | +0.3% | NEW | 新建仓 |
| 35 | IBM | Intl Business Machines CORP | +0.3% | — | 不变 |
| 36 | TSEM | Tower Semiconductor Ltd. | +0.3% | +12.50% | 加仓 |
| 37 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.70% | 减仓 |
| 38 | WMT | Walmart Inc | +0.3% | — | 不变 |
| 39 | LULU | Lululemon Athletica Inc | +0.3% | +14.64% | 加仓 |
| 40 | GEO | Geo Group Inc/the | +0.3% | -44.00% | 减仓 |
| 41 | LLY | Eli Lilly & Co | +0.3% | +58.28% | 加仓 |
| 42 | NKE | Nike Inc -cl B | +0.3% | +14.65% | 加仓 |
| 43 | MCD | Mcdonald's CORP | +0.2% | +14.85% | 加仓 |
| 44 | JPM | Jpmorgan Chase & Co | +0.2% | -13.69% | 减仓 |
| 45 | KD | Kyndryl Holdings Inc | +0.2% | NEW | 新建仓 |
| 46 | APO | Apollo Global Management Inc | +0.2% | NEW | 新建仓 |
| 47 | COP | Conocophillips | +0.2% | — | 不变 |
| 48 | JXN | Jackson Financial Inc-a | +0.2% | -3.75% | 减仓 |
| 49 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 50 | RGEN | Repligen CORP | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Iq Eq Fund Management 在 Q4 2024 季度的美股持仓总市值约为 US$5818.3万，共申报了 162 个公开持股仓位。
在 Q4 2024 季度，Iq Eq Fund Management 按市值排列的前三大核心持股分别为：NVDA (14.4%)、MSFT (11.9%)、META (7.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 14.4% 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。
本季最大新建仓标的
VICI
市值: US$277.3万
本季最大获利了结 / 清仓标的
TOKYO ICHIBAN FOODS CMN
前期市值: US$1.0亿
在 Q4 2024 季度中，Iq Eq Fund Management 共进行了 161 项持仓异动，包含新建仓 36 个仓位、加仓 47 个仓位、减仓 23 个仓位以及清仓 55 个仓位。 其中最大新建仓标的为 VICI。 本季清仓仓位包含 TOKYO ICHIBAN FOODS CMN。
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。