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: 0001426940
申报总市值
US$3.6亿
US$3.6亿
122 檔
13.1%
在 Q3 2024 的 13F 官方备案中，Horizon Investment Services, LLC 管理的美股投资组合规模来到 US$3.6亿，整体持股档数为 122 档。
在 Q3 2024，Horizon Investment Services, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 24 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Horizon Investment Services, LLC 的前 5 大核心持股（包含 NVDA, VCSH, MSFT 等）合计占整体申报市值的 13.1%，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 | NVDA | Nvidia CORP | 股票-科技 | 4.88% | -0.55% | -0.40% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.60% | -1.42% | +19.82% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.45% | -0.48% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.33% | -0.12% | +1.41% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 3.30% | +0.91% | -0.20% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 3.29% | -0.77% | +13.32% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.24% | -0.27% | +0.08% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.74% | -0.14% | +909.11% | |
| 9 | CB | Chubb Limited | 股票-金融 | 2.36% | -0.23% | +2.43% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.15% | -0.29% | +60.55% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.07% | -0.34% | +2.89% | |
| 12 | LRCXEUR | Lam Research CORP | 股票-科技 | 2.03% | — | -33.39% | |
| 13 | PH | Parker Hannifin CORP | 股票-工业 | 1.98% | -0.02% | -6.68% | |
| 14 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.93% | -1.53% | +16.64% | |
| 15 | DELL | Dell Technologies -c | 股票-科技 | 1.88% | +1.76% | +5.12% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.83% | — | +7.96% | |
| 17 | APP | Applovin Corp-class A | 股票-科技 | 1.80% | -0.04% | +11.87% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.78% | -0.05% | -1.82% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.73% | — | +2.85% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.69% | -0.17% | +78.14% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.66% | -0.09% | +338.05% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.62% | -0.11% | -0.45% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.58% | -0.06% | -0.40% | |
| 24 | EME | Emcor Group Inc | 股票-工业 | 1.55% | -0.19% | +5.62% | |
| 25 | PGR | Progressive CORP | 股票-金融 | 1.52% | -0.84% | +169.04% | |
| 26 | NTAP | Netapp Inc | 股票-科技 | 1.48% | — | +4.17% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.37% | -0.15% | +13.94% | |
| 28 | STRL | Sterling Infrastructure Inc | 股票-工业 | 1.34% | +0.56% | -0.40% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.33% | -0.03% | +8.49% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.29% | -0.03% | +1.24% | |
| 31 | FIX | Comfort Systems USA Inc | 股票-工业 | 1.15% | +0.25% | +4.29% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.05% | +0.06% | NEW | |
| 33 | CI | THE Cigna Group | 股票-医疗保健 | 1.05% | — | -4.69% | |
| 34 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.04% | -0.82% | EXIT | |
| 35 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.97% | — | — | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | — | — | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.92% | -0.08% | -0.12% | |
| 38 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.91% | — | -7.16% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.91% | -0.04% | -0.07% | |
| 40 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.90% | — | — | |
| 41 | EOG | Eog Resources Inc | 股票-能源 | 0.89% | — | -5.91% | |
| 42 | ESQ | Esquire Financial Holdings I | 股票-其他 | 0.75% | -0.13% | -11.87% | |
| 43 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.74% | — | +640.06% | |
| 44 | POWL | Powell Industries Inc | 股票-工业 | 0.71% | +0.05% | +16.69% | |
| 45 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.71% | -0.01% | +1.18% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.70% | -0.02% | -1.23% | |
| 47 | HALO | Halozyme Therapeutics Inc | 股票-医疗保健 | 0.70% | -0.06% | — | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | +0.44% | — | |
| 49 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.69% | +0.02% | +0.05% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | +0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.2% | +338.05% | 加仓 |
| 2 | PGR | Progressive CORP | +1% | +169.04% | 加仓 |
| 3 | UHS | Universal Health Services-b | +1% | NEW | 新建仓 |
| 4 | BAC | Bank Of America CORP | +0.9% | NEW | 新建仓 |
| 5 | LDOS | Leidos Holdings Inc | +0.9% | NEW | 新建仓 |
| 6 | AXP | American Express Co | +0.8% | +78.14% | 加仓 |
| 7 | FBND | Fidelity Total Bond ETF | +0.7% | +60.55% | 加仓 |
| 8 | HALO | Halozyme Therapeutics Inc | +0.7% | NEW | 新建仓 |
| 9 | APP | Applovin Corp-class A | +0.7% | +11.87% | 加仓 |
| 10 | UTHR | United Therapeutics CORP | +0.6% | +640.06% | 加仓 |
| 11 | SLB | Slb LTD | +0.5% | NEW | 新建仓 |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +19.82% | 加仓 |
| 13 | ACIW | Aci Worldwide Inc | +0.4% | +141.27% | 加仓 |
| 14 | AGX | Argan Inc | +0.4% | NEW | 新建仓 |
| 15 | HIG | Hartford Insurance Group Inc | +0.4% | +16.64% | 加仓 |
| 16 | BRC | Brady Corporation - Cl A | +0.3% | NEW | 新建仓 |
| 17 | POWL | Powell Industries Inc | +0.3% | +16.69% | 加仓 |
| 18 | NMIH | Nmi Holdings Inc | +0.2% | +57.34% | 加仓 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | 新建仓 |
| 20 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +13.32% | 加仓 |
| 21 | NEE | Nextera Energy Inc | +0.2% | +8.49% | 加仓 |
| 22 | FIX | Comfort Systems USA Inc | +0.2% | +4.29% | 加仓 |
| 23 | FISV | Fiserv Inc | +0.2% | +2.85% | 加仓 |
| 24 | EME | Emcor Group Inc | +0.2% | +5.62% | 加仓 |
| 25 | LNTH | Lantheus Holdings Inc | +0.2% | NEW | 新建仓 |
| 26 | CBT | Cabot CORP | +0.2% | +77.55% | 加仓 |
| 27 | IWD | Ishares Russell 1000 Value E | +0.2% | NEW | 新建仓 |
| 28 | STRL | Sterling Infrastructure Inc | +0.1% | -0.40% | 减仓 |
| 29 | CB | Chubb Limited | +0.1% | +2.43% | 加仓 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +2.89% | 加仓 |
| 31 | PH | Parker Hannifin CORP | +0.1% | -6.68% | 减仓 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.94% | 加仓 |
| 33 | AAPL | Apple Inc | 0% | +0.08% | 加仓 |
| 34 | AVGO | Broadcom Inc | -0.1% | +909.11% | 加仓 |
| 35 | AZZ | Azz Inc | -0.2% | EXIT | 清仓 |
| 36 | VST | Vistra CORP | -0.3% | EXIT | 清仓 |
| 37 | APOG | Apogee Enterprises Inc | -0.3% | EXIT | 清仓 |
| 38 | AROC | Archrock Inc | -0.4% | EXIT | 清仓 |
| 39 | OSK | Oshkosh CORP | -0.4% | EXIT | 清仓 |
| 40 | DELL | Dell Technologies -c | -0.4% | +5.12% | 加仓 |
| 41 | BCO | Brink's Co/the | -0.6% | EXIT | 清仓 |
| 42 | MSFT | Microsoft CORP | -0.6% | -0.48% | 减仓 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.7% | +1.41% | 加仓 |
| 44 | ITT | Itt Inc | -0.8% | EXIT | 清仓 |
| 45 | AMAT | Applied Materials Inc | -1% | -0.20% | 减仓 |
| 46 | PCAR | Paccar Inc | -1.2% | EXIT | 清仓 |
| 47 | VRTX | Vertex Pharmaceuticals Inc | -1.3% | EXIT | 清仓 |
| 48 | IR | Ingersoll-rand Inc | -1.3% | EXIT | 清仓 |
| 49 | SNX | TD Synnex CORP | -1.3% | EXIT | 清仓 |
| 50 | LRCXEUR | Lam Research CORP | -2.4% | -33.39% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Horizon Investment Services, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.6亿，共申报了 122 个公开持股仓位。
在 Q3 2024 季度，Horizon Investment Services, LLC 按市值排列的前三大核心持股分别为：NVDA (4.9%)、VCSH (4.6%)、MSFT (4.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.9% 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
UHS
市值: US$226.8万
本季最大获利了结 / 清仓标的
SNX
前期市值: US$272.9万
在 Q3 2024 季度中，Horizon Investment Services, LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 24 个仓位、减仓 5 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 UHS。 本季清仓仓位包含 SNX。
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。