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。
CIK: 0001967261
申报总市值
US$2.0亿
US$2.0亿
55 檔
30.2%
Q3 2024 季度申报显示,Harvest Investment Advisors, LLC 披露的美股组合总市值为 US$2.0亿,涵盖 55 个不同之权益投资仓位。
在 Q3 2024 期间,Harvest Investment Advisors, LLC 的持仓组合保持高度稳定,未出现显著的大幅增减仓操作,显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面,Harvest Investment Advisors, LLC 的前 5 大核心持股(包含 QQQ, EFA, IWM 等)合计占整体申报市值的 30.2%,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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 19.86% | +2.13% | +2.08% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.50% | -0.31% | -0.91% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.97% | +0.51% | +7.75% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 4.51% | +0.31% | -1.39% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.56% | +0.25% | +1.15% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.33% | -0.02% | -1.49% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.08% | +0.01% | +886.70% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.91% | +0.48% | +44.54% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.66% | +0.09% | +0.16% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 1.61% | -0.15% | -1.51% | |
| 11 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.59% | -0.13% | -13.70% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 1.56% | -0.07% | -2.00% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.51% | +0.05% | -0.35% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.42% | +0.30% | +6.45% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.42% | +0.21% | +0.88% | |
| 16 | GD | General Dynamics CORP | 股票-工业 | 1.40% | -0.06% | -0.64% | |
| 17 | AMGN | Amgen Inc | 股票-医疗保健 | 1.36% | -0.09% | +0.23% | |
| 18 | SYF | Synchrony Financial | 股票-金融 | 1.36% | — | +0.67% | |
| 19 | THO | Thor Industries Inc | 股票-周期性消费 | 1.30% | -0.13% | +0.43% | |
| 20 | MAS | Masco CORP | 股票-工业 | 1.30% | +0.17% | -0.48% | |
| 21 | ALL | Allstate CORP | 股票-金融 | 1.29% | +0.03% | -1.13% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 1.29% | -0.09% | — | |
| 23 | LMT | Lockheed Martin CORP | 股票-工业 | 1.28% | -0.29% | -1.50% | |
| 24 | HII | Huntington Ingalls Industrie | 股票-工业 | 1.25% | -0.41% | +1.24% | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 1.24% | +0.06% | -0.91% | |
| 26 | LHX | L3harris Technologies Inc | 股票-工业 | 1.22% | -0.32% | +0.93% | |
| 27 | WMB | Williams Cos Inc | 股票-能源 | 1.19% | -0.11% | +0.30% | |
| 28 | STT | State Street CORP | 股票-金融 | 1.17% | +0.26% | -0.50% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 1.09% | -0.02% | +2.19% | |
| 30 | HON | Honeywell International Inc | 股票-工业 | 1.09% | — | — | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 1.09% | +0.44% | +2.20% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 1.08% | -0.02% | +20.83% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.07% | -0.20% | +3.68% | |
| 34 | SWKS | Skyworks Solutions Inc | 股票-科技 | 1.06% | +0.06% | +14.06% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.05% | -0.12% | +1.92% | |
| 36 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.04% | -0.19% | -1.62% | |
| 37 | NTRS | Northern Trust CORP | 股票-金融 | 1.04% | +0.14% | +2.88% | |
| 38 | TGT | Target CORP | 股票-周期性消费 | 1.04% | -0.06% | +15.32% | |
| 39 | PII | Polaris Inc | 股票-周期性消费 | 1.04% | — | +11.35% | |
| 40 | GNTX | Gentex CORP | 股票-周期性消费 | 1.03% | +0.05% | +16.16% | |
| 41 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.03% | -0.22% | -0.55% | |
| 42 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.01% | +0.43% | +17.86% | |
| 43 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.00% | -0.88% | +5.05% | |
| 44 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.99% | -0.30% | +18.50% | |
| 45 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.98% | — | +0.82% | |
| 46 | KALU | Kaiser Aluminum CORP | 股票-其他 | 0.93% | -1.26% | EXIT | |
| 47 | HUN | Huntsman CORP | 股票-原材料 | 0.85% | — | +12.10% | |
| 48 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.84% | -0.84% | EXIT | |
| 49 | ENR | Energizer Holdings Inc | 股票-其他 | 0.83% | — | -2.58% | |
| 50 | DIN | Dine Brands Global Inc | 股票-其他 | 0.69% | — | +11.63% |
根据 SEC 官方 Form 13F 申报备案,Harvest Investment Advisors, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.0亿,共申报了 55 个公开持股仓位。
在 Q3 2024 季度,Harvest Investment Advisors, LLC 按市值排列的前三大核心持股分别为:QQQ (19.9%)、EFA (7.5%)、IWM (6.0%)。其中最大持股仓位 QQQ 占据整体投资组合约 19.9% 的权重。
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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。
在 Q3 2024 季度中,Harvest Investment Advisors, LLC 的持仓组合维持高度稳定,未出现大规模调仓操作。
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。
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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。