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: 0001963169
申报总市值
US$3.2亿
US$3.2亿
159 檔
8.0%
根据最新整理的 13F 季度数据集，HF Advisory Group, LLC 于 Q4 2024 结束时的管理资产规模为 US$3.2亿。该机构在本季度申报了 159 档美股持仓，呈现出该时期的主要投资地图。
HF Advisory Group, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 26 档持股的同时，亦同步清仓 6 档并减仓 16 档标的。
在资产配置集中度方面，HF Advisory Group, LLC 的前 5 大核心持股（包含 DGRO, GOOG, MSFT 等）合计占整体申报市值的 8.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
UPS
市值: US$130.5万
本季最大获利了结 / 清仓标的
FIS
前期市值: US$116.7万
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.84% | +0.07% | +2.02% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.49% | +0.04% | +1.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | -0.09% | +1.14% | |
| 4 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 2.17% | +0.01% | -1.06% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.11% | -0.05% | +2.82% | |
| 6 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 2.02% | +0.03% | +3.50% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.96% | -0.11% | -4.80% | |
| 8 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.92% | +0.13% | -6.44% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.85% | -0.06% | +7.59% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | +0.32% | +1.96% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.62% | +0.07% | -0.04% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.06% | +8.60% | |
| 13 | CAPE | Doubleline Shiller Cape US | ETF-其他 | 1.50% | +0.05% | +3.05% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.38% | +0.01% | +10.10% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.36% | +0.05% | +0.04% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.35% | +0.18% | +3.20% | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.34% | -0.40% | +21.66% | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 1.33% | +0.01% | +5.10% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.33% | +0.12% | +6.40% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.29% | -0.05% | +1.32% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.23% | +0.08% | -2.43% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.18% | +0.07% | +4.81% | |
| 23 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 1.17% | -0.30% | +31.03% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.16% | -0.07% | +2.62% | |
| 25 | TRP | Tc Energy CORP | 股票-能源 | 1.12% | -0.11% | -4.33% | |
| 26 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.12% | +0.12% | +3.21% | |
| 27 | PFE | Pfizer Inc | 股票-医疗保健 | 1.11% | -0.14% | +3.30% | |
| 28 | KMX | Carmax Inc | 股票-周期性消费 | 1.08% | -0.66% | EXIT | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | +0.03% | -2.24% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.97% | +0.02% | — | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.97% | -0.08% | +16.12% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -0.43% | +6.44% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.94% | +0.10% | -3.56% | |
| 34 | T | At&t Inc | 股票-通信服务 | 0.94% | -0.31% | -9.29% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.02% | +10.35% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.90% | +0.16% | +1.71% | |
| 37 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.89% | +0.12% | +32.37% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.87% | — | +2.54% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.86% | -0.17% | +419.73% | |
| 40 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.86% | +0.10% | +35.89% | |
| 41 | SHEL | Shell Plc-adr | 股票-能源 | 0.85% | -0.40% | +15.78% | |
| 42 | SO | Southern Co/the | 股票-公用事业 | 0.84% | -0.05% | -3.16% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.83% | +0.01% | +3.89% | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.78% | +0.03% | -2.26% | |
| 45 | NI | Nisource Inc | 股票-公用事业 | 0.77% | -0.02% | -23.81% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.74% | -0.43% | +12.49% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.74% | +0.11% | +0.61% | |
| 48 | KRC | Kilroy Realty CORP | 股票-房地产 | 0.73% | +0.25% | +39.15% | |
| 49 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.72% | +0.02% | +4.84% | |
| 50 | TFC | Truist Financial CORP | 股票-金融 | 0.70% | +0.07% | +50.54% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +0.7% | +419.73% | 加仓 |
| 2 | UPS | United Parcel Service-cl B | +0.6% | NEW | 新建仓 |
| 3 | AMZN | Amazon.com Inc | +0.4% | +2.82% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.3% | — | 不变 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +1.42% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +8.60% | 加仓 |
| 7 | CRM | Salesforce Inc | +0.3% | +16.12% | 加仓 |
| 8 | PAGP | Plains Gp Holdings Lp-cl A | +0.3% | +31.03% | 加仓 |
| 9 | TFC | Truist Financial CORP | +0.2% | +50.54% | 加仓 |
| 10 | KRC | Kilroy Realty CORP | +0.2% | +39.15% | 加仓 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +1.96% | 加仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +6.40% | 加仓 |
| 13 | WFC | Wells Fargo & Co | +0.2% | -2.43% | 减仓 |
| 14 | AAPL | Apple Inc | +0.2% | +10.10% | 加仓 |
| 15 | BKNG | Booking Holdings Inc | +0.2% | -6.44% | 减仓 |
| 16 | SCHW | Schwab (charles) CORP | +0.2% | +1.32% | 加仓 |
| 17 | KMX | Carmax Inc | +0.2% | +12.60% | 加仓 |
| 18 | QCOM | Qualcomm Inc | +0.1% | +58.30% | 加仓 |
| 19 | MA | Mastercard Inc - A | +0.1% | +10.35% | 加仓 |
| 20 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +26.45% | 加仓 |
| 21 | MCK | Mckesson CORP | +0.1% | +19.39% | 加仓 |
| 22 | VZ | Verizon Communications Inc | +0.1% | +21.66% | 加仓 |
| 23 | DIS | Walt Disney Co/the | +0.1% | +0.47% | 加仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.59% | 加仓 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.20% | 加仓 |
| 26 | IQV | Iqvia Holdings Inc | +0.1% | +32.37% | 加仓 |
| 27 | SHEL | Shell Plc-adr | +0.1% | +15.78% | 加仓 |
| 28 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +4.81% | 加仓 |
| 29 | SNY | Sanofi-adr | -0.1% | +7.12% | 加仓 |
| 30 | TRP | Tc Energy CORP | -0.1% | -4.33% | 减仓 |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | EXIT | 清仓 |
| 32 | VYM | Vanguard High Dvd Yield ETF | -0.1% | EXIT | 清仓 |
| 33 | LGLV | Spdr US Lc Low Vol Idx | -0.1% | -1.06% | 减仓 |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -8.03% | 减仓 |
| 35 | SOXX | Ishares Semiconductor ETF | -0.1% | EXIT | 清仓 |
| 36 | BDX | Becton Dickinson And Co | -0.1% | -18.02% | 减仓 |
| 37 | VOD | Vodafone Group Plc-sp Adr | -0.1% | +2.49% | 加仓 |
| 38 | SO | Southern Co/the | -0.1% | -3.16% | 减仓 |
| 39 | VEEV | Veeva Systems Inc-class A | -0.1% | -41.71% | 减仓 |
| 40 | SILA | Sila Realty Trust Inc | -0.1% | -21.04% | 减仓 |
| 41 | DIVO | Amplify Cwp Enhan Divid ETF | -0.2% | -33.18% | 减仓 |
| 42 | INTC | Intel CORP | -0.2% | EXIT | 清仓 |
| 43 | NI | Nisource Inc | -0.2% | -23.81% | 减仓 |
| 44 | CAH | Cardinal Health Inc | -0.2% | -48.28% | 减仓 |
| 45 | CVS | Cvs Health CORP | -0.3% | -53.56% | 减仓 |
| 46 | CVX | Chevron CORP | -0.3% | EXIT | 清仓 |
| 47 | LLY | Eli Lilly & Co | -0.5% | -47.12% | 减仓 |
| 48 | FIS | Fidelity National Info Serv | -0.5% | EXIT | 清仓 |
| 49 | QYLD | Global X Nasd 100 Cov Call | -0.6% | -51.66% | 减仓 |
| 50 | GD | General Dynamics CORP | -0.7% | -45.32% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，HF Advisory Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.2亿，共申报了 159 个公开持股仓位。
在 Q4 2024 季度，HF Advisory Group, LLC 按市值排列的前三大核心持股分别为：DGRO (2.8%)、GOOG (2.5%)、MSFT (2.3%)。其中最大持股仓位 DGRO 占据整体投资组合约 2.8% 的权重。
在 Q4 2024 季度中，HF Advisory Group, LLC 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 26 个仓位、减仓 16 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 UPS。 本季清仓仓位包含 FIS。
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。
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。
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。