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: 0001845998
申报总市值
US$6.0亿
US$6.0亿
247 檔
7.5%
在 Q4 2024 申报期间，Interchange Capital Partners, LLC（CIK: 0001845998）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$6.0亿，共持有 247 个公开申报仓位。
在 Q4 2024，Interchange Capital Partners, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 116 个仓位并完全清仓 30 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，Interchange Capital Partners, LLC 的前 5 大核心持股（包含 IQLT, AAPL, JMST 等）合计占整体申报市值的 7.5%，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
MDCX
市值: US$362.8万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$91.6万
仅显示前 200 大持股（共 247 只）
| # | 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 | IQLT | Ishares Msci International Q | ETF-其他 | 3.76% | -0.50% | +1.57% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.65% | +0.11% | -2.95% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 3.01% | +1.01% | +45.64% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.94% | -0.22% | -1.34% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | +0.51% | -4.63% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.30% | -0.15% | -10.95% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.29% | -0.48% | -8.00% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.94% | -0.11% | -0.98% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.78% | -0.26% | -9.21% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.72% | -0.16% | -5.50% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.45% | +0.03% | +4.92% | |
| 12 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.45% | -0.17% | -8.09% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.36% | +0.19% | +4.18% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.33% | -0.24% | -1.99% | |
| 15 | MDCX | Medicus Pharma LTD | 股票-其他 | 1.31% | -0.08% | — | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.31% | -0.07% | -2.06% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.28% | -0.02% | -2.59% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.28% | -0.29% | -1.79% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | -0.25% | -1.52% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.10% | -0.06% | -5.53% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.07% | -0.10% | -2.15% | |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 1.02% | +0.06% | -4.10% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.11% | -5.97% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.94% | -0.05% | -1.09% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.88% | -0.05% | -1.09% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.86% | -0.06% | -3.82% | |
| 27 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.82% | +0.67% | -17.22% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.82% | -0.15% | -4.87% | |
| 29 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.77% | -0.08% | -11.00% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.76% | -0.03% | +3.97% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.76% | -0.06% | +15.20% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.76% | -0.05% | -4.18% | |
| 33 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.72% | -0.06% | -5.62% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.04% | -7.24% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | -0.05% | -0.01% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.69% | -0.07% | -34.00% | |
| 37 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.67% | -0.04% | -2.84% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.12% | -12.43% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | -0.06% | -2.03% | |
| 40 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.64% | -0.06% | -0.03% | |
| 41 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.64% | -0.08% | +5.49% | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.63% | -0.13% | +4.12% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | +0.01% | -0.11% | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.59% | -0.05% | -10.14% | |
| 45 | AXP | American Express Co | 股票-金融 | 0.59% | -0.07% | -3.14% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | -0.07% | -2.28% | |
| 47 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.58% | +0.19% | -6.23% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.57% | -0.10% | -6.20% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.06% | -6.96% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.56% | -0.02% | -9.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MDCX | Medicus Pharma LTD | +1.3% | NEW | 新建仓 |
| 2 | JMST | JPM Ultra-short Muni Income | +1% | +45.64% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.5% | -9.21% | 减仓 |
| 4 | ANET | Arista Networks Inc | +0.4% | NEW | 新建仓 |
| 5 | AMZN | Amazon.com Inc | +0.3% | -0.98% | 减仓 |
| 6 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | -4.10% | 减仓 |
| 7 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | NEW | 新建仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +109.26% | 加仓 |
| 9 | APP | Applovin Corp-class A | +0.2% | -1.61% | 减仓 |
| 10 | AAPL | Apple Inc | +0.2% | -2.95% | 减仓 |
| 11 | NVDA | Nvidia CORP | +0.2% | +4.92% | 加仓 |
| 12 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | NEW | 新建仓 |
| 13 | AVGO | Broadcom Inc | +0.2% | +4.12% | 加仓 |
| 14 | FTNT | Fortinet Inc | +0.2% | NEW | 新建仓 |
| 15 | BITX | 2x Bitcoin Strategy ETF | +0.2% | NEW | 新建仓 |
| 16 | BTC | Grayscale Bitcoin Mini ETF | +0.2% | NEW | 新建仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.79% | 减仓 |
| 18 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | 新建仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | -1.52% | 减仓 |
| 20 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 22 | ETHE | Grayscale Ethereum Staking E | +0.1% | -0.99% | 减仓 |
| 23 | EQT | Eqt CORP | +0.1% | +4.32% | 加仓 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +4.18% | 加仓 |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | -30.01% | 减仓 |
| 26 | AXON | Axon Enterprise Inc | +0.1% | +1.95% | 加仓 |
| 27 | EXE | Expand Energy CORP | +0.1% | NEW | 新建仓 |
| 28 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | -12.95% | 减仓 |
| 29 | SPOT | Spotify Technology S.A. | +0.1% | NEW | 新建仓 |
| 30 | SYF | Synchrony Financial | +0.1% | NEW | 新建仓 |
| 31 | NFLX | Netflix Inc | +0.1% | +4.78% | 加仓 |
| 32 | AGYS | Agilysys Inc | +0.1% | NEW | 新建仓 |
| 33 | MET | Metlife Inc | +0.1% | NEW | 新建仓 |
| 34 | TEM | Tempus Ai Inc-cl A | +0.1% | NEW | 新建仓 |
| 35 | IGV | Ishares Expanded Tech-softwa | +0.1% | NEW | 新建仓 |
| 36 | SHOP | Shopify Inc - Class A | +0.1% | -13.09% | 减仓 |
| 37 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -3.30% | 减仓 |
| 38 | MS | Morgan Stanley | +0.1% | -6.20% | 减仓 |
| 39 | JPM | Jpmorgan Chase & Co | +0.1% | -5.97% | 减仓 |
| 40 | ENB | Enbridge Inc | +0.1% | NEW | 新建仓 |
| 41 | HON | Honeywell International Inc | +0.1% | NEW | 新建仓 |
| 42 | SLV | Ishares Silver Trust | +0.1% | +91.50% | 加仓 |
| 43 | HOOD | Robinhood Markets Inc - A | +0.1% | -6.52% | 减仓 |
| 44 | NOW | Servicenow Inc | +0.1% | +5.23% | 加仓 |
| 45 | COIN | Coinbase Global Inc -class A | +0.1% | -6.11% | 减仓 |
| 46 | CRM | Salesforce Inc | +0.1% | -7.17% | 减仓 |
| 47 | ACHR | Archer Aviation Inc-a | +0.1% | +8.04% | 加仓 |
| 48 | V | Visa Inc-class A Shares | +0.1% | -7.24% | 减仓 |
| 49 | P | Everpure Inc-a | +0.1% | +3.19% | 加仓 |
| 50 | ETHA | Ishares Ethereum Trust ETF | +0.1% | -8.37% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Interchange Capital Partners, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$6.0亿，共申报了 247 个公开持股仓位。
在 Q4 2024 季度，Interchange Capital Partners, LLC 按市值排列的前三大核心持股分别为：IQLT (3.8%)、AAPL (3.6%)、JMST (3.0%)。其中最大持股仓位 IQLT 占据整体投资组合约 3.8% 的权重。
在 Q4 2024 季度中，Interchange Capital Partners, LLC 共进行了 199 项持仓异动，包含新建仓 19 个仓位、加仓 34 个仓位、减仓 116 个仓位以及清仓 30 个仓位。 其中最大新建仓标的为 MDCX。 本季清仓仓位包含 ANETEUR。
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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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。