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: 0001806752
申报总市值
US$3.4亿
US$3.4亿
79 檔
13.0%
在 Q4 2024 的 13F 官方备案中，Hixon Zuercher, LLC 管理的美股投资组合规模来到 US$3.4亿，整体持股档数为 79 档。
在 Q4 2024，Hixon Zuercher, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 0 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，Hixon Zuercher, LLC 的前 5 大核心持股（包含 AAPL, JPM, GSLC 等）合计占整体申报市值的 13.0%，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 | 3.76% | +0.13% | -2.07% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.60% | +0.10% | -2.20% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.40% | +0.34% | -3.48% | |
| 4 | CAT | Caterpillar Inc | 股票-工业 | 3.19% | -0.17% | -1.35% | |
| 5 | SYK | Stryker CORP | 股票-医疗保健 | 3.08% | -0.24% | +0.57% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.81% | +0.43% | -2.41% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.80% | -0.11% | -2.78% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.76% | +0.69% | -5.78% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.69% | +0.01% | — | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.68% | -0.14% | -14.69% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.66% | -0.05% | +1.93% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 2.62% | -0.32% | -3.39% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.51% | -0.30% | +0.09% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | +0.40% | +0.24% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.39% | -0.37% | -1.91% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.20% | -2.96% | EXIT | |
| 17 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 2.13% | +0.24% | -1.89% | |
| 18 | HON | Honeywell International Inc | 股票-工业 | 2.11% | -1.91% | EXIT | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.05% | +0.99% | -1.10% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.05% | +0.22% | -2.47% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.85% | +0.14% | -4.57% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.81% | -0.21% | -5.17% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.74% | -0.40% | -2.43% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.70% | -0.04% | +5.17% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 1.66% | -0.29% | -6.87% | |
| 26 | CPRT | Copart Inc | 股票-工业 | 1.58% | -0.23% | -1.04% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.51% | -0.32% | -8.49% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.43% | -0.05% | +1.54% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.42% | -0.11% | +1.15% | |
| 30 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.38% | — | -19.08% | |
| 31 | DOX | Amdocs Limited | 股票-科技 | 1.27% | -0.25% | +3.11% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.18% | -0.20% | -8.53% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.18% | -0.05% | +191.54% | |
| 34 | AMT | American Tower CORP | 股票-房地产 | 1.16% | -0.03% | -10.91% | |
| 35 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.06% | -0.08% | -4.03% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.00% | -0.12% | +1.89% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.99% | -0.01% | +2.27% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.96% | +1.62% | +4.83% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | — | — | |
| 40 | BKR | Baker Hughes Co | 股票-能源 | 0.92% | -0.11% | +6.52% | |
| 41 | TDG | Transdigm Group Inc | 股票-工业 | 0.91% | +0.14% | -1.69% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | +0.14% | +6.64% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.90% | -0.07% | -1.39% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.89% | +0.03% | -5.30% | |
| 45 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.88% | -0.02% | -0.72% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.85% | — | -7.66% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.13% | -2.65% | |
| 48 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 0.78% | — | -16.41% | |
| 49 | ICE | Intercontinental Exchange In | 股票-金融 | 0.73% | -0.15% | -3.03% | |
| 50 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.71% | +0.04% | -9.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.7% | NEW | 新建仓 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.9% | NEW | 新建仓 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.8% | +191.54% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -2.41% | 减仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -2.20% | 减仓 |
| 6 | CRM | Salesforce Inc | +0.2% | -5.17% | 减仓 |
| 7 | NFLX | Netflix Inc | +0.2% | -6.87% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.10% | 减仓 |
| 9 | GS | Goldman Sachs Group Inc | +0.2% | -2.47% | 减仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | -2.65% | 减仓 |
| 11 | MA | Mastercard Inc - A | +0.2% | +1.93% | 加仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | +1.15% | 加仓 |
| 13 | HON | Honeywell International Inc | +0.2% | +0.50% | 加仓 |
| 14 | WMT | Walmart Inc | +0.2% | -3.39% | 减仓 |
| 15 | BKR | Baker Hughes Co | +0.1% | +6.52% | 加仓 |
| 16 | DIS | Walt Disney Co/the | +0.1% | +2.27% | 加仓 |
| 17 | BAC | Bank Of America CORP | +0.1% | +6.64% | 加仓 |
| 18 | AAPL | Apple Inc | +0.1% | -2.07% | 减仓 |
| 19 | TSLA | Tesla Inc | +0.1% | -3.45% | 减仓 |
| 20 | CPRT | Copart Inc | +0.1% | -1.04% | 减仓 |
| 21 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +79.74% | 加仓 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建仓 |
| 23 | DVY | Ishares Select Dividend ETF | +0.1% | +69.89% | 加仓 |
| 24 | NVDA | Nvidia CORP | +0.1% | -5.78% | 减仓 |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +5.17% | 加仓 |
| 26 | ICE | Intercontinental Exchange In | -0.1% | -3.03% | 减仓 |
| 27 | LLY | Eli Lilly & Co | -0.1% | — | 不变 |
| 28 | MANH | Manhattan Associates Inc | -0.1% | -7.17% | 减仓 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.43% | 减仓 |
| 30 | ORCL | Oracle CORP | -0.1% | -7.66% | 减仓 |
| 31 | SBUX | Starbucks CORP | -0.1% | -5.30% | 减仓 |
| 32 | PPG | Ppg Industries Inc | -0.1% | -5.18% | 减仓 |
| 33 | TDG | Transdigm Group Inc | -0.2% | -1.69% | 减仓 |
| 34 | CDW | Cdw Corp/de | -0.2% | -12.14% | 减仓 |
| 35 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | +1.54% | 加仓 |
| 36 | DE | Deere & Co | -0.2% | -23.41% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -0.2% | -0.06% | 减仓 |
| 38 | PLD | Prologis Inc | -0.3% | -15.03% | 减仓 |
| 39 | GSIE | Goldman Sachs Activebeta Int | -0.3% | -1.89% | 减仓 |
| 40 | MKTX | Marketaxess Holdings Inc | -0.3% | -16.41% | 减仓 |
| 41 | AMD | Advanced Micro Devices | -0.3% | +4.83% | 加仓 |
| 42 | LOW | Lowe's Cos Inc | -0.3% | -1.91% | 减仓 |
| 43 | HCA | Hca Healthcare Inc | -0.4% | -15.29% | 减仓 |
| 44 | ADBE | Adobe Inc | -0.4% | -8.53% | 减仓 |
| 45 | PEP | Pepsico Inc | -0.4% | -8.49% | 减仓 |
| 46 | CAT | Caterpillar Inc | -0.4% | -1.35% | 减仓 |
| 47 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.5% | -19.08% | 减仓 |
| 48 | NEE | Nextera Energy Inc | -0.5% | +0.09% | 加仓 |
| 49 | AMT | American Tower CORP | -0.5% | -10.91% | 减仓 |
| 50 | JNJ | Johnson & Johnson | -0.9% | -14.69% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Hixon Zuercher, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.4亿，共申报了 79 个公开持股仓位。
在 Q4 2024 季度，Hixon Zuercher, LLC 按市值排列的前三大核心持股分别为：AAPL (3.8%)、JPM (3.6%)、GSLC (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.8% 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
IVV
市值: US$699.2万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$928.9万
在 Q4 2024 季度中，Hixon Zuercher, LLC 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 13 个仓位、减仓 33 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IVV。
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。