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: 0001660694
申报总市值
US$5.0亿
US$5.0亿
216 檔
12.9%
在 Q2 2024 的 13F 官方备案中，Grey Ledge Advisors, LLC 管理的美股投资组合规模来到 US$5.0亿，整体持股档数为 216 档。
在 Q2 2024，Grey Ledge Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 26 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Grey Ledge Advisors, LLC 的前 5 大核心持股（包含 IVV, USFR, SCHF 等）合计占整体申报市值的 12.9%，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 216 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.16% | +0.08% | +5.38% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 4.42% | -0.32% | +11.58% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.15% | +0.61% | +10.30% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.70% | +0.02% | +2.66% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.13% | -0.09% | +8.17% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | +0.04% | +0.44% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.90% | +0.03% | +0.56% | |
| 8 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 1.75% | -0.18% | +24.49% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.61% | +0.01% | +0.48% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.61% | — | +1.25% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.46% | -0.21% | +6.30% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.33% | +0.05% | +6.81% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | -0.13% | -1.76% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.25% | +0.13% | +7.98% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.24% | +0.02% | +8.67% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.23% | -0.05% | -1.77% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.17% | +10.09% | |
| 18 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.17% | -0.02% | +5.67% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.16% | -0.05% | +6.68% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.10% | +0.16% | -0.61% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 1.07% | -0.05% | -1.49% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.07% | -0.09% | +5.88% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.04% | -0.15% | +11.59% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | -0.07% | +676.85% | |
| 25 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.96% | -0.20% | +1.71% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.93% | -0.16% | +0.58% | |
| 27 | AFL | Aflac Inc | 股票-金融 | 0.93% | -0.05% | -0.89% | |
| 28 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.91% | -0.01% | +5.00% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.90% | +0.09% | +0.18% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.01% | -0.65% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.88% | -0.08% | -0.04% | |
| 32 | UL | Unilever PLC | 股票-非周期性消费 | 0.85% | — | -0.71% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.81% | -0.14% | +0.09% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 0.80% | — | +1.40% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.27% | -2.92% | |
| 36 | PFE | Pfizer Inc | 股票-医疗保健 | 0.79% | -0.05% | +4.95% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.79% | -0.12% | +0.30% | |
| 38 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.75% | -0.04% | +0.29% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | +0.25% | +2.63% | |
| 40 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.72% | -0.12% | -0.50% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.19% | +0.91% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | +0.12% | +0.59% | |
| 43 | CMI | Cummins Inc | 股票-工业 | 0.70% | +0.01% | +0.40% | |
| 44 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.70% | -0.08% | -2.80% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.07% | -2.44% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.69% | -0.02% | -5.86% | |
| 47 | SNA | Snap-on Inc | 股票-工业 | 0.66% | -0.01% | -1.50% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | -0.03% | +0.07% | |
| 49 | DNP | Dnp Select Income Fund Inc | 股票-金融 | 0.65% | -0.05% | -3.23% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +0.99% | +17.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +2.66% | 加仓 |
| 2 | USFR | Wisdomtree Floating Rate Tre | +0.3% | +11.58% | 加仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +5.38% | 加仓 |
| 4 | AGGY | Wisdomtree Yield Enhanced US | +0.3% | +24.49% | 加仓 |
| 5 | SCHF | Schwab Intl Equity ETF | +0.2% | +10.30% | 加仓 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +10.09% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +0.18% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.63% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +0.58% | 加仓 |
| 10 | ZS | Zscaler Inc | +0.1% | NEW | 新建仓 |
| 11 | FLOT | Ishares Floating Rate Bond E | +0.1% | +8.17% | 加仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.89% | 减仓 |
| 13 | VKTX | Viking Therapeutics Inc | +0.1% | NEW | 新建仓 |
| 14 | SCHG | Schwab US Large-cap Growth | +0.1% | +0.48% | 加仓 |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +6.30% | 加仓 |
| 16 | JPST | Jpmorgan Ultra-short Income | +0.1% | +11.59% | 加仓 |
| 17 | EPI | Wisdomtree India Earnings | +0.1% | +1.71% | 加仓 |
| 18 | MSFT | Microsoft CORP | +0.1% | +0.44% | 加仓 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +76.14% | 加仓 |
| 20 | WMT | Walmart Inc | +0.1% | NEW | 新建仓 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建仓 |
| 22 | AMGN | Amgen Inc | +0.1% | -1.49% | 减仓 |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.67% | 加仓 |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +15.81% | 加仓 |
| 25 | UL | Unilever PLC | 0% | -0.71% | 减仓 |
| 26 | ORCL | Oracle CORP | 0% | -2.44% | 减仓 |
| 27 | NVDA | Nvidia CORP | 0% | +676.85% | 加仓 |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +5.88% | 加仓 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.56% | 加仓 |
| 30 | CRM | Salesforce Inc | -0.1% | EXIT | 清仓 |
| 31 | TRP | Tc Energy CORP | -0.1% | EXIT | 清仓 |
| 32 | USB | US Bancorp | -0.1% | EXIT | 清仓 |
| 33 | ABT | Abbott Laboratories | -0.1% | -3.03% | 减仓 |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.1% | -0.16% | 减仓 |
| 35 | GPC | Genuine Parts Co | -0.1% | +0.04% | 加仓 |
| 36 | ACN | Accenture plc | -0.1% | +1.00% | 加仓 |
| 37 | UPS | United Parcel Service-cl B | -0.1% | +1.40% | 加仓 |
| 38 | ORLY | O'reilly Automotive Inc | -0.1% | -2.80% | 减仓 |
| 39 | MCD | Mcdonald's CORP | -0.1% | -0.94% | 减仓 |
| 40 | IBM | Intl Business Machines CORP | -0.1% | +0.14% | 加仓 |
| 41 | TRV | Travelers Cos Inc/the | -0.1% | -2.12% | 减仓 |
| 42 | INTC | Intel CORP | -0.1% | -22.07% | 减仓 |
| 43 | TFLO | Ishares Treasury Floating Ra | -0.1% | -21.36% | 减仓 |
| 44 | DNP | Dnp Select Income Fund Inc | -0.1% | -3.23% | 减仓 |
| 45 | SNA | Snap-on Inc | -0.1% | -1.50% | 减仓 |
| 46 | MRK | Merck & Co. Inc. | -0.2% | -1.77% | 减仓 |
| 47 | KVUE | Kenvue Inc | -0.2% | +0.29% | 加仓 |
| 48 | CVS | Cvs Health CORP | -0.2% | -29.89% | 减仓 |
| 49 | HD | Home Depot Inc | -0.2% | -0.61% | 减仓 |
| 50 | JNJ | Johnson & Johnson | -0.2% | -1.76% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Grey Ledge Advisors, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$5.0亿，共申报了 216 个公开持股仓位。
在 Q2 2024 季度，Grey Ledge Advisors, LLC 按市值排列的前三大核心持股分别为：IVV (5.2%)、USFR (4.4%)、SCHF (3.1%)。其中最大持股仓位 IVV 占据整体投资组合约 5.2% 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
ZS
市值: US$40.6万
本季最大获利了结 / 清仓标的
CRM
前期市值: US$21.3万
在 Q2 2024 季度中，Grey Ledge Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 26 个仓位、减仓 17 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 ZS。 本季清仓仓位包含 CRM。
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。