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: 0002018114
申报总市值
US$1.7亿
US$1.7亿
78 檔
54.5%
截至 Q4 2024 季度末，Granite Group Advisors, LLC 的美股持仓估值约为 US$1.7亿，全数申报仓位共有 78 档。
在 Q4 2024，Granite Group Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 7 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，Granite Group Advisors, LLC 的前 5 大核心持股（包含 DIS, MSFT, AAPL 等）合计占整体申报市值的 54.5%，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 | DIS | Walt Disney Co/the | 股票-通信服务 | 48.06% | -0.58% | -8.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.97% | -0.06% | -1.57% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.85% | +0.23% | -0.80% | |
| 4 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.90% | -0.23% | -10.99% | |
| 5 | PNC | Pnc Financial Services Group | 股票-金融 | 1.77% | +0.26% | -6.84% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.77% | +0.14% | -7.97% | |
| 7 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.74% | +0.10% | -4.86% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 1.62% | +0.40% | -2.45% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.62% | — | -9.44% | |
| 10 | USB | US Bancorp | 股票-金融 | 1.60% | +0.19% | -1.42% | |
| 11 | AEP | American Electric Power | 股票-公用事业 | 1.59% | +0.09% | -2.25% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.55% | +0.01% | -1.67% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 1.51% | -0.11% | -3.56% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 1.49% | +0.12% | -12.02% | |
| 15 | AMGN | Amgen Inc | 股票-医疗保健 | 1.46% | +0.16% | +31.66% | |
| 16 | UNP | Union Pacific CORP | 股票-工业 | 1.45% | — | +0.36% | |
| 17 | MDT | Medtronic plc | 股票-医疗保健 | 1.44% | -0.04% | +4.03% | |
| 18 | MTB | M & T Bank CORP | 股票-金融 | 1.41% | +0.14% | -4.87% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.39% | +0.39% | +3.83% | |
| 20 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.39% | — | -7.59% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.27% | +0.03% | -1.64% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.14% | +0.23% | -0.63% | |
| 23 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.13% | -0.10% | +99.95% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.01% | -0.34% | -0.29% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.92% | +0.10% | +0.42% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.85% | -0.13% | -0.40% | |
| 27 | GD | General Dynamics CORP | 股票-工业 | 0.65% | — | -2.31% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.01% | -24.23% | |
| 29 | PFE | Pfizer Inc | 股票-医疗保健 | 0.58% | — | -22.19% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | +0.05% | -0.82% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.38% | +0.07% | -0.66% | |
| 32 | MPLX | Mplx LP | 股票-能源 | 0.36% | — | -3.44% | |
| 33 | OKE | Oneok Inc | 股票-能源 | 0.35% | -0.06% | -3.88% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.32% | +0.19% | — | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.31% | +0.03% | — | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 0.30% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | — | — | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.26% | — | -0.30% | |
| 39 | SE | Sea Ltd-adr | 股票-通信服务 | 0.25% | +0.04% | — | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.24% | +0.12% | NEW | |
| 41 | NFLX | Netflix Inc | 股票-通信服务 | 0.24% | -0.14% | EXIT | |
| 42 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.23% | — | -17.40% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.23% | — | — | |
| 44 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.22% | — | — | |
| 45 | PSX | Phillips 66 | 股票-能源 | 0.22% | -0.02% | -3.74% | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.22% | +0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | -0.39% | EXIT | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.22% | -0.02% | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.22% | +0.05% | +6.17% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.21% | -0.12% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +2.3% | -8.45% | 减仓 |
| 2 | PEP | Pepsico Inc | +0.5% | +99.95% | 加仓 |
| 3 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | 新建仓 |
| 4 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 5 | AAPL | Apple Inc | +0.2% | -0.80% | 减仓 |
| 6 | AMZN | Amazon.com Inc | +0.1% | -0.29% | 减仓 |
| 7 | TEAM | Atlassian Corp-cl A | +0.1% | NEW | 新建仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.63% | 减仓 |
| 9 | PWR | Quanta Services Inc | +0.1% | NEW | 新建仓 |
| 10 | AVGO | Broadcom Inc | +0.1% | -0.66% | 减仓 |
| 11 | AMGN | Amgen Inc | +0.1% | +31.66% | 加仓 |
| 12 | MS | Morgan Stanley | +0.1% | -12.02% | 减仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -7.97% | 减仓 |
| 14 | NFLX | Netflix Inc | +0.1% | — | 不变 |
| 15 | USB | US Bancorp | 0% | -1.42% | 减仓 |
| 16 | WMB | Williams Cos Inc | 0% | — | 不变 |
| 17 | NVDA | Nvidia CORP | 0% | -0.82% | 减仓 |
| 18 | SPOT | Spotify Technology S.A. | 0% | — | 不变 |
| 19 | CP | Canadian Pacific Kansas City | -0.1% | -11.71% | 减仓 |
| 20 | ASML | ASML Holding N.V. | -0.1% | -6.94% | 减仓 |
| 21 | PSX | Phillips 66 | -0.1% | -3.74% | 减仓 |
| 22 | AON | Aon plc | -0.1% | -30.12% | 减仓 |
| 23 | PNC | Pnc Financial Services Group | -0.1% | -6.84% | 减仓 |
| 24 | ICLR | ICON Public Limited Company | -0.1% | — | 不变 |
| 25 | NU | Nu Holdings Ltd. | -0.1% | -21.40% | 减仓 |
| 26 | LIN | Linde plc | -0.1% | -19.77% | 减仓 |
| 27 | RACE | Ferrari N.V. | -0.1% | -17.40% | 减仓 |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -0.30% | 减仓 |
| 29 | ABBV | Abbvie Inc | -0.1% | +0.42% | 加仓 |
| 30 | GD | General Dynamics CORP | -0.1% | -2.31% | 减仓 |
| 31 | QCOM | Qualcomm Inc | -0.1% | +3.83% | 加仓 |
| 32 | HD | Home Depot Inc | -0.1% | -2.45% | 减仓 |
| 33 | BNY | Bank Of New York Mellon CORP | -0.1% | -10.99% | 减仓 |
| 34 | WCN | Waste Connections Inc | -0.1% | EXIT | 清仓 |
| 35 | MDT | Medtronic plc | -0.1% | +4.03% | 加仓 |
| 36 | UNP | Union Pacific CORP | -0.1% | +0.36% | 加仓 |
| 37 | UBER | Uber Technologies Inc | -0.1% | EXIT | 清仓 |
| 38 | NXST | Nexstar Media Group Inc | -0.1% | EXIT | 清仓 |
| 39 | MNDY | monday.com Ltd. | -0.2% | EXIT | 清仓 |
| 40 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清仓 |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.2% | EXIT | 清仓 |
| 42 | MELI | Mercadolibre Inc | -0.2% | EXIT | 清仓 |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | -1.64% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.2% | -1.57% | 减仓 |
| 45 | META | Meta Platforms Inc-class A | -0.2% | -24.23% | 减仓 |
| 46 | AEP | American Electric Power | -0.2% | -2.25% | 减仓 |
| 47 | TXN | Texas Instruments Inc | -0.2% | -3.56% | 减仓 |
| 48 | SBUX | Starbucks CORP | -0.2% | -4.86% | 减仓 |
| 49 | PFE | Pfizer Inc | -0.2% | -22.19% | 减仓 |
| 50 | NEE | Nextera Energy Inc | -0.3% | -1.67% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Granite Group Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$1.7亿，共申报了 78 个公开持股仓位。
在 Q4 2024 季度，Granite Group Advisors, LLC 按市值排列的前三大核心持股分别为：DIS (48.1%)、MSFT (4.0%)、AAPL (2.9%)。其中最大持股仓位 DIS 占据整体投资组合约 48.1% 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
SAP
市值: US$35.3万
本季最大获利了结 / 清仓标的
RSP
前期市值: US$25.6万
在 Q4 2024 季度中，Granite Group Advisors, LLC 共进行了 46 项持仓异动，包含新建仓 4 个仓位、加仓 6 个仓位、减仓 29 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 SAP。 本季清仓仓位包含 RSP。
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。