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
158 檔
17.7%
在 Q4 2024 的 13F 官方备案中，Harmony Asset Management LLC 管理的美股投资组合规模来到 US$3.7亿，整体持股档数为 158 档。
在 Q4 2024，Harmony Asset Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 22 个仓位并完全清仓 8 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，Harmony Asset Management LLC 的前 5 大核心持股（包含 AAPL, NVDA, AMZN 等）合计占整体申报市值的 17.7%，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 | 7.12% | -0.12% | -3.30% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.08% | +0.03% | -0.27% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.65% | -0.12% | +3.54% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | -0.63% | -4.45% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.84% | +0.39% | -1.11% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.47% | -0.01% | +0.65% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 2.16% | -0.53% | -6.23% | |
| 8 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.11% | — | +1.56% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.08% | +0.39% | +17.89% | |
| 10 | OKE | Oneok Inc | 股票-能源 | 1.81% | -0.24% | +0.89% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 1.70% | +0.42% | -7.28% | |
| 12 | CME | Cme Group Inc | 股票-金融 | 1.64% | -0.44% | — | |
| 13 | CARR | Carrier Global CORP | 股票-工业 | 1.56% | +0.04% | +1.05% | |
| 14 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.51% | -0.17% | -0.67% | |
| 15 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.48% | -0.03% | +64.73% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.43% | -0.11% | EXIT | |
| 17 | SNX | TD Synnex CORP | 股票-科技 | 1.38% | +0.35% | -8.78% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.33% | +0.13% | -2.89% | |
| 19 | RTX | Rtx CORP | 股票-工业 | 1.31% | -0.19% | -0.35% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.27% | +0.07% | — | |
| 21 | DOV | Dover CORP | 股票-工业 | 1.26% | -0.06% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | -0.07% | -4.06% | |
| 23 | BLKCHF | Blackrock Inc | 股票-其他 | 1.09% | — | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.05% | -0.18% | -17.78% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.02% | -0.01% | -2.11% | |
| 26 | OC | Owens Corning | 股票-工业 | 1.02% | — | +392.33% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.00% | — | -9.28% | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.00% | +0.92% | +111.35% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.99% | +0.28% | -2.94% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.02% | -5.24% | |
| 31 | PAYX | Paychex Inc | 股票-科技 | 0.94% | -0.01% | +0.90% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | -0.02% | -13.68% | |
| 33 | FXO | First Trust Financial Alphad | ETF-其他 | 0.90% | +0.01% | — | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | -0.09% | -23.89% | |
| 35 | ICE | Intercontinental Exchange In | 股票-金融 | 0.83% | -0.07% | -2.10% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.26% | -33.12% | |
| 37 | FHN | First Horizon CORP | 股票-金融 | 0.75% | -0.44% | +16.59% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.74% | +0.89% | -3.46% | |
| 39 | GNRC | Generac Holdings Inc | 股票-工业 | 0.69% | +0.26% | +160.38% | |
| 40 | FXR | First Trust Indst/producers | ETF-其他 | 0.69% | +0.01% | -1.66% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | -3.09% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.67% | -0.03% | -5.45% | |
| 43 | IYF | Ishares US Financials ETF | ETF-其他 | 0.61% | -0.28% | -28.86% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.61% | +0.08% | -29.98% | |
| 45 | MTBA | Simplify Mbs ETF | ETF-其他 | 0.60% | -0.02% | +89.71% | |
| 46 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.59% | — | -29.19% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.58% | +0.07% | -32.66% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.57% | +0.37% | NEW | |
| 49 | AMT | American Tower CORP | 股票-房地产 | 0.56% | -0.13% | -3.03% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | +0.04% | +2.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.1% | +3.54% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1% | -0.27% | 减仓 |
| 3 | FXO | First Trust Financial Alphad | +0.9% | NEW | 新建仓 |
| 4 | OC | Owens Corning | +0.8% | +392.33% | 加仓 |
| 5 | AAPL | Apple Inc | +0.8% | -3.30% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.11% | 减仓 |
| 7 | HEQT | Simplify Hedged Equity ETF | +0.7% | +64.73% | 加仓 |
| 8 | IGV | Ishares Expanded Tech-softwa | +0.6% | NEW | 新建仓 |
| 9 | V | Visa Inc-class A Shares | +0.5% | +0.65% | 加仓 |
| 10 | GNRC | Generac Holdings Inc | +0.4% | +160.38% | 加仓 |
| 11 | KMI | Kinder Morgan, Inc. | +0.4% | -0.67% | 减仓 |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +186.97% | 加仓 |
| 13 | OKE | Oneok Inc | +0.3% | +0.89% | 加仓 |
| 14 | MTBA | Simplify Mbs ETF | +0.3% | +89.71% | 加仓 |
| 15 | FHN | First Horizon CORP | +0.3% | +16.59% | 加仓 |
| 16 | T | At&t Inc | +0.2% | +165.04% | 加仓 |
| 17 | UPS | United Parcel Service-cl B | +0.2% | NEW | 新建仓 |
| 18 | UBER | Uber Technologies Inc | +0.2% | +141.17% | 加仓 |
| 19 | SNPS | Synopsys Inc | +0.2% | NEW | 新建仓 |
| 20 | BA | Boeing Co/the | +0.1% | +75.53% | 加仓 |
| 21 | ASB | Associated Banc-corp | +0.1% | NEW | 新建仓 |
| 22 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 23 | MSFT | Microsoft CORP | 0% | -4.45% | 减仓 |
| 24 | SNX | TD Synnex CORP | -0.1% | -8.78% | 减仓 |
| 25 | HD | Home Depot Inc | -0.1% | -6.23% | 减仓 |
| 26 | UNH | Unitedhealth Group Inc | -0.1% | -2.11% | 减仓 |
| 27 | AMT | American Tower CORP | -0.1% | -3.03% | 减仓 |
| 28 | MRK | Merck & Co. Inc. | -0.1% | -36.01% | 减仓 |
| 29 | CARR | Carrier Global CORP | -0.1% | +1.05% | 加仓 |
| 30 | IYF | Ishares US Financials ETF | -0.1% | -28.86% | 减仓 |
| 31 | EXP | Eagle Materials Inc | -0.1% | EXIT | 清仓 |
| 32 | CVX | Chevron CORP | -0.2% | -17.78% | 减仓 |
| 33 | IYW | Ishares Ustechnology ETF | -0.2% | -29.98% | 减仓 |
| 34 | IGM | Ishares Expanded Tech Sector | -0.2% | -32.66% | 减仓 |
| 35 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -9.28% | 减仓 |
| 36 | IYJ | Ishares U.s. Industrials ETF | -0.2% | -29.19% | 减仓 |
| 37 | ADBE | Adobe Inc | -0.2% | -31.31% | 减仓 |
| 38 | WFC | Wells Fargo & Co | -0.2% | EXIT | 清仓 |
| 39 | DIS | Walt Disney Co/the | -0.3% | EXIT | 清仓 |
| 40 | NOBL | Proshares S&p 500 Dividend A | -0.3% | EXIT | 清仓 |
| 41 | JNJ | Johnson & Johnson | -0.3% | -23.89% | 减仓 |
| 42 | BAC | Bank Of America CORP | -0.4% | -64.31% | 减仓 |
| 43 | AMAT | Applied Materials Inc | -0.4% | -7.28% | 减仓 |
| 44 | XOM | Exxon Mobil CORP | -0.4% | -33.12% | 减仓 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.6% | +1.56% | 加仓 |
| 46 | LMT | Lockheed Martin CORP | -0.6% | -64.27% | 减仓 |
| 47 | SOXX | Ishares Semiconductor ETF | -0.7% | EXIT | 清仓 |
| 48 | FTXL | First Trust Nasdaq Semicondu | -0.9% | EXIT | 清仓 |
| 49 | SMCIUSD | Super Micro Computer Inc | -1% | EXIT | 清仓 |
| 50 | CBOE | Cboe Global Markets Inc | -5.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Harmony Asset Management LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.7亿，共申报了 158 个公开持股仓位。
在 Q4 2024 季度，Harmony Asset Management LLC 按市值排列的前三大核心持股分别为：AAPL (7.1%)、NVDA (6.1%)、AMZN (4.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.1% 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
FXO
市值: US$227.1万
本季最大获利了结 / 清仓标的
CBOE
前期市值: US$1517.5万
在 Q4 2024 季度中，Harmony Asset Management LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 14 个仓位、减仓 22 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 FXO。 本季清仓仓位包含 CBOE。
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。