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: 0002002815
申报总市值
US$3.7亿
US$3.7亿
160 檔
18.3%
截至 Q3 2024 季度末，Harmony Asset Management LLC 的美股持仓估值约为 US$3.7亿，全数申报仓位共有 160 档。
在 Q3 2024，Harmony Asset Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 33 个既有持股进行加仓（合计增持 39 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Harmony Asset Management LLC 的前 5 大核心持股（包含 AAPL, CBOE, NVDA 等）合计占整体申报市值的 18.3%，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 | AAPL | Apple Inc | 股票-科技 | 6.35% | -0.12% | +1.57% | |
| 2 | CBOE | Cboe Global Markets Inc | 股票-金融 | 5.58% | -1.54% | — | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.11% | +0.03% | +2.70% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.41% | -0.63% | +7.37% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.54% | -0.12% | +4.77% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.16% | +0.39% | +2.70% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.66% | — | — | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 2.23% | -0.53% | +16.08% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 2.11% | +0.42% | +3.58% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.98% | -0.01% | +2.98% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.88% | +0.39% | +3.18% | |
| 12 | CARR | Carrier Global CORP | 股票-工业 | 1.69% | +0.04% | +0.04% | |
| 13 | OKE | Oneok Inc | 股票-能源 | 1.51% | -0.24% | — | |
| 14 | CME | Cme Group Inc | 股票-金融 | 1.44% | -0.44% | -1.38% | |
| 15 | SNX | TD Synnex CORP | 股票-科技 | 1.43% | +0.35% | +4.97% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.28% | -0.11% | EXIT | |
| 17 | RTX | Rtx CORP | 股票-工业 | 1.27% | -0.19% | +1.03% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.21% | +0.13% | -9.25% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.20% | -0.18% | -23.15% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | -0.26% | -15.18% | |
| 21 | DOV | Dover CORP | 股票-工业 | 1.19% | -0.06% | +0.59% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.18% | — | +12.65% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | +0.07% | +93.75% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | -0.09% | +3.00% | |
| 25 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.13% | -0.17% | +0.03% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.13% | -0.07% | -5.47% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.12% | -0.01% | -15.73% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.96% | +0.28% | +157.05% | |
| 29 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 0.95% | — | +0.19% | |
| 30 | BLKCHF | Blackrock Inc | 股票-其他 | 0.94% | — | +0.19% | |
| 31 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 0.92% | — | — | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 0.88% | -0.09% | +15.07% | |
| 33 | ICE | Intercontinental Exchange In | 股票-金融 | 0.84% | -0.07% | -23.40% | |
| 34 | PAYX | Paychex Inc | 股票-科技 | 0.83% | -0.01% | +0.01% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.02% | +7.56% | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.82% | +0.92% | -0.05% | |
| 37 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 0.82% | -0.03% | +31.90% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.79% | +0.89% | -0.88% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.77% | +0.08% | +19.35% | |
| 40 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.77% | — | +15.84% | |
| 41 | IYF | Ishares US Financials ETF | ETF-其他 | 0.75% | -0.28% | +12.23% | |
| 42 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.75% | +0.07% | +19.20% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | -0.02% | +1129.34% | |
| 44 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.73% | +0.08% | +26.71% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事业 | 0.71% | -0.03% | +5.92% | |
| 46 | AMT | American Tower CORP | 股票-房地产 | 0.68% | -0.13% | — | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | +0.02% | +160.14% | |
| 48 | FXR | First Trust Indst/producers | ETF-其他 | 0.66% | +0.01% | +1.49% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.64% | — | -7.15% | |
| 50 | BX | Blackstone Inc | 股票-金融 | 0.52% | -0.05% | +0.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CBOE | Cboe Global Markets Inc | +5.6% | NEW | 新建仓 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.6% | +157.05% | 加仓 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.5% | +93.75% | 加仓 |
| 4 | BAC | Bank Of America CORP | +0.4% | +160.14% | 加仓 |
| 5 | HD | Home Depot Inc | +0.4% | +16.08% | 加仓 |
| 6 | MTBA | Simplify Mbs ETF | +0.3% | NEW | 新建仓 |
| 7 | WFC | Wells Fargo & Co | +0.2% | NEW | 新建仓 |
| 8 | OC | Owens Corning | +0.2% | NEW | 新建仓 |
| 9 | CARR | Carrier Global CORP | +0.2% | +0.04% | 加仓 |
| 10 | LMT | Lockheed Martin CORP | +0.2% | +15.07% | 加仓 |
| 11 | MMM | 3m Co | +0.2% | NEW | 新建仓 |
| 12 | NUV | Nuveen Municipal Value | +0.2% | +93.24% | 加仓 |
| 13 | HEQT | Simplify Hedged Equity ETF | +0.1% | +31.90% | 加仓 |
| 14 | DIS | Walt Disney Co/the | +0.1% | +120.15% | 加仓 |
| 15 | T | At&t Inc | +0.1% | NEW | 新建仓 |
| 16 | AVGO | Broadcom Inc | +0.1% | +1129.34% | 加仓 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +40.77% | 加仓 |
| 18 | AMD | Advanced Micro Devices | +0.1% | +90.29% | 加仓 |
| 19 | WHR | Whirlpool CORP | +0.1% | +85.01% | 加仓 |
| 20 | ORCL | Oracle CORP | +0.1% | +1.52% | 加仓 |
| 21 | IYJ | Ishares U.s. Industrials ETF | +0.1% | +15.84% | 加仓 |
| 22 | RTX | Rtx CORP | +0.1% | +1.03% | 加仓 |
| 23 | MU | Micron Technology Inc | +0.1% | +75.64% | 加仓 |
| 24 | IYF | Ishares US Financials ETF | +0.1% | +12.23% | 加仓 |
| 25 | BLKCHF | Blackrock Inc | +0.1% | +0.19% | 加仓 |
| 26 | IGM | Ishares Expanded Tech Sector | +0.1% | +19.20% | 加仓 |
| 27 | DUK | Duke Energy CORP | +0.1% | +5.92% | 加仓 |
| 28 | IYW | Ishares Ustechnology ETF | 0% | +19.35% | 加仓 |
| 29 | SOXX | Ishares Semiconductor ETF | 0% | +26.71% | 加仓 |
| 30 | JNJ | Johnson & Johnson | — | +3.00% | 加仓 |
| 31 | OKE | Oneok Inc | 0% | — | 不变 |
| 32 | VRTX | Vertex Pharmaceuticals Inc | 0% | +12.65% | 加仓 |
| 33 | KMI | Kinder Morgan, Inc. | 0% | +0.03% | 加仓 |
| 34 | CME | Cme Group Inc | -0.1% | -1.38% | 减仓 |
| 35 | SNX | TD Synnex CORP | -0.1% | +4.97% | 加仓 |
| 36 | AAPL | Apple Inc | -0.1% | +1.57% | 加仓 |
| 37 | V | Visa Inc-class A Shares | -0.1% | +2.98% | 加仓 |
| 38 | XLE | Ss Energy Select Sector | -0.2% | EXIT | 清仓 |
| 39 | FANG | Diamondback Energy Inc | -0.2% | -46.88% | 减仓 |
| 40 | GIS | General Mills Inc | -0.2% | EXIT | 清仓 |
| 41 | TUA | Sim St Treas Fut Strat ETF | -0.3% | EXIT | 清仓 |
| 42 | MRK | Merck & Co. Inc. | -0.4% | -42.50% | 减仓 |
| 43 | XOM | Exxon Mobil CORP | -0.4% | -15.18% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.5% | +7.37% | 加仓 |
| 45 | AMAT | Applied Materials Inc | -0.6% | +3.58% | 加仓 |
| 46 | CVX | Chevron CORP | -0.7% | -23.15% | 减仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.7% | +2.70% | 加仓 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -1% | — | 不变 |
| 49 | ADBE | Adobe Inc | -1% | -58.69% | 减仓 |
| 50 | SMCIUSD | Super Micro Computer Inc | -1.2% | +0.19% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Harmony Asset Management LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.7亿，共申报了 160 个公开持股仓位。
在 Q3 2024 季度，Harmony Asset Management LLC 按市值排列的前三大核心持股分别为：AAPL (6.3%)、CBOE (5.6%)、NVDA (5.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.3% 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
CBOE
市值: US$1517.5万
本季最大获利了结 / 清仓标的
TUA
前期市值: US$78.0万
在 Q3 2024 季度中，Harmony Asset Management LLC 共进行了 48 项持仓异动，包含新建仓 6 个仓位、加仓 33 个仓位、减仓 6 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 CBOE。 本季清仓仓位包含 TUA。
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。