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: 0001616659
申报总市值
—
US$1.9亿
78 檔
30.4%
在 Q4 2024 的 13F 官方备案中，Harbert Fund Advisors, LLC 管理的美股投资组合规模来到 US$1.9亿，整体持股档数为 78 档。
Harbert Fund Advisors, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 27 个全新仓位及加仓 28 档持股的同时，亦同步清仓 34 档并减仓 11 档标的。
在资产配置集中度方面，Harbert Fund Advisors, LLC 的前 5 大核心持股（包含 SPY, AMZN, PENN 等）合计占整体申报市值的 30.4%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.66% | — | +100.00% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.67% | — | +30.00% | |
| 3 | PENN | Penn Entertainment Inc | 股票-周期性消费 | 5.34% | — | -14.80% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | — | -24.85% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.75% | — | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.73% | — | +75.41% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.87% | — | +100.00% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.77% | — | -4.05% | |
| 9 | INFU | Infusystem Holdings Inc | 股票-其他 | 2.62% | — | -3.31% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.24% | — | — | |
| 11 | LQDA | Liquidia CORP | 股票-其他 | 2.07% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.00% | — | -52.35% | |
| 13 | ENZB | Enzo Biochem Inc | 股票-其他 | 1.92% | — | — | |
| 14 | ARAY | Accuray Inc | 股票-其他 | 1.90% | — | — | |
| 15 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.75% | — | +390.20% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.68% | — | +45.33% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | — | -17.02% | |
| 18 | ✓ | 股票-其他 | 1.59% | — | — | ||
| 19 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 1.58% | — | — | |
| 20 | FENC | Fennec Pharmaceuticals Inc | 股票-其他 | 1.53% | — | — | |
| 21 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.53% | — | +30.43% | |
| 22 | INVE | Identiv Inc | 股票-其他 | 1.49% | — | — | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.37% | — | +201.00% | |
| 24 | TACT | Transact Technologies Inc | 股票-其他 | 1.36% | — | — | |
| 25 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.28% | — | +10.00% | |
| 26 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.18% | — | — | |
| 27 | NBIS | Nebius Group N.V. | 股票-其他 | 1.12% | — | — | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.05% | — | -45.39% | |
| 29 | MCO | Moody's CORP | 股票-金融 | 1.05% | — | +34.92% | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 0.99% | — | +127.72% | |
| 31 | DE | Deere & Co | 股票-工业 | 0.99% | — | +157.14% | |
| 32 | IIIV | I3 Verticals Inc-class A | 股票-其他 | 0.98% | — | — | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.97% | — | +50.00% | |
| 34 | XYZ | Block Inc | 股票-金融 | 0.95% | — | +22.86% | |
| 35 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.87% | — | +100.00% | |
| 36 | W | Wayfair Inc- Class A | 股票-周期性消费 | 0.86% | — | — | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.83% | — | +127.64% | |
| 38 | HON | Honeywell International Inc | 股票-工业 | 0.82% | — | — | |
| 39 | ROP | Roper Technologies Inc | 股票-科技 | 0.82% | — | +227.03% | |
| 40 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-其他 | 0.81% | — | — | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.78% | — | +11.65% | |
| 42 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.77% | — | +170.83% | |
| 43 | HUM | Humana Inc | 股票-医疗保健 | 0.73% | — | +10.00% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.71% | — | -40.00% | |
| 45 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.63% | — | — | |
| 46 | LV10 | Streamline Health Solutions | 股票-其他 | 0.63% | — | — | |
| 47 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 0.62% | — | +128.07% | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.59% | — | -71.43% | |
| 49 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.58% | — | — | |
| 50 | U | Unity Software Inc | 股票-科技 | 0.55% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +4.7% | +100.00% | 加仓 |
| 2 | XLV | Ss Health Care Select Sector | +3.8% | NEW | 新建仓 |
| 3 | IWO | Ishares Russell 2000 Growth | +2.2% | NEW | 新建仓 |
| 4 | AMZN | Amazon.com Inc | +1.7% | +30.00% | 加仓 |
| 5 | FXI | Ishares China Large-cap ETF | +1.6% | NEW | 新建仓 |
| 6 | NVDA | Nvidia CORP | +1.5% | +75.41% | 加仓 |
| 7 | XBI | Ss Spdr S&p Biotech ETF | +1.3% | +390.20% | 加仓 |
| 8 | IWM | Ishares Russell 2000 ETF | +1.2% | +100.00% | 加仓 |
| 9 | NKE | Nike Inc -cl B | +1.2% | NEW | 新建仓 |
| 10 | NBIS | Nebius Group N.V. | +1.1% | NEW | 新建仓 |
| 11 | W | Wayfair Inc- Class A | +0.9% | NEW | 新建仓 |
| 12 | HON | Honeywell International Inc | +0.8% | NEW | 新建仓 |
| 13 | XHB | Ss Spdr S&p Homebldrs ETF | +0.8% | NEW | 新建仓 |
| 14 | TLT | Ishares 20+ Year Treasury Bd | +0.8% | +201.00% | 加仓 |
| 15 | TEAM | Atlassian Corp-cl A | +0.6% | NEW | 新建仓 |
| 16 | LV10 | Streamline Health Solutions | +0.6% | NEW | 新建仓 |
| 17 | DKNG | Draftkings Inc-cl A | +0.6% | NEW | 新建仓 |
| 18 | DE | Deere & Co | +0.6% | +157.14% | 加仓 |
| 19 | U | Unity Software Inc | +0.6% | NEW | 新建仓 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +45.33% | 加仓 |
| 21 | ROP | Roper Technologies Inc | +0.5% | +227.03% | 加仓 |
| 22 | NCNO | Ncino Inc | +0.5% | NEW | 新建仓 |
| 23 | ALL | Allstate CORP | +0.5% | NEW | 新建仓 |
| 24 | ETN | Eaton Corporation plc | +0.5% | +127.72% | 加仓 |
| 25 | TPG | Tpg Inc | +0.5% | NEW | 新建仓 |
| 26 | SPOT | Spotify Technology S.A. | +0.5% | +100.00% | 加仓 |
| 27 | CLMT | Calumet Inc | +0.5% | NEW | 新建仓 |
| 28 | ZTS | Zoetis Inc | +0.4% | NEW | 新建仓 |
| 29 | CPNG | Coupang Inc | +0.4% | NEW | 新建仓 |
| 30 | PRMB | Primo Brands CORP | +0.4% | NEW | 新建仓 |
| 31 | UNP | Union Pacific CORP | +0.4% | +127.64% | 加仓 |
| 32 | VST | Vistra CORP | +0.4% | NEW | 新建仓 |
| 33 | ALGN | Align Technology Inc | +0.4% | NEW | 新建仓 |
| 34 | CEG | Constellation Energy | +0.4% | NEW | 新建仓 |
| 35 | NTRA | Natera Inc | +0.4% | NEW | 新建仓 |
| 36 | PRM | Perimeter Solutions Inc | +0.4% | NEW | 新建仓 |
| 37 | EXK | Exact Sciences CORP | +0.4% | NEW | 新建仓 |
| 38 | EMBJ | Embraer Sa-spon Adr | +0.3% | +128.07% | 加仓 |
| 39 | XYZ | Block Inc | +0.3% | +22.86% | 加仓 |
| 40 | SPGI | S&p Global Inc | +0.2% | +50.00% | 加仓 |
| 41 | JPM | Jpmorgan Chase & Co | +0.2% | +60.00% | 加仓 |
| 42 | INFU | Infusystem Holdings Inc | +0.2% | -3.31% | 减仓 |
| 43 | MCO | Moody's CORP | +0.2% | +34.92% | 加仓 |
| 44 | PANW | Palo Alto Networks Inc | +0.2% | +170.83% | 加仓 |
| 45 | PM | Philip Morris International | +0.2% | NEW | 新建仓 |
| 46 | FENC | Fennec Pharmaceuticals Inc | +0.2% | — | 不变 |
| 47 | XOM | Exxon Mobil CORP | +0.2% | +79.00% | 加仓 |
| 48 | PGR | Progressive CORP | +0.1% | +62.50% | 加仓 |
| 49 | GFL | Gfl Environmental Inc-sub Vt | +0.1% | +32.00% | 加仓 |
| 50 | LQDA | Liquidia CORP | +0.1% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Harbert Fund Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$1.9亿，共申报了 78 个公开持股仓位。
在 Q4 2024 季度，Harbert Fund Advisors, LLC 按市值排列的前三大核心持股分别为：SPY (10.7%)、AMZN (6.7%)、PENN (5.3%)。其中最大持股仓位 SPY 占据整体投资组合约 10.7% 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
XLV
市值: US$722.2万
本季最大获利了结 / 清仓标的
TBCH
前期市值: US$801.1万
在 Q4 2024 季度中，Harbert Fund Advisors, LLC 共进行了 100 项持仓异动，包含新建仓 27 个仓位、加仓 28 个仓位、减仓 11 个仓位以及清仓 34 个仓位。 其中最大新建仓标的为 XLV。 本季清仓仓位包含 TBCH。
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。