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: 0001818604
申报总市值
US$16.7亿
US$16.7亿
782 檔
11.5%
根据最新整理的 13F 季度数据集，International Assets Investment Management, LLC 于 Q1 2024 结束时的管理资产规模为 US$16.7亿。该机构在本季度申报了 782 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024，International Assets Investment Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 42 个仓位并完全清仓 3 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，International Assets Investment Management, LLC 的前 5 大核心持股（包含 AAPL, NVDA, AMZN 等）合计占整体申报市值的 11.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 782 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 | AAPL | Apple Inc | 股票-科技 | 6.55% | -0.28% | +2.24% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.75% | +0.04% | +16.62% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.38% | +0.02% | +13.78% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.20% | +8.08% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.26% | +0.12% | -99.75% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | -0.06% | +8.15% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工业 | 1.38% | — | -3.31% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.31% | -0.13% | +1.84% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.10% | +0.03% | +5.99% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.09% | +0.08% | +9.21% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.98% | +0.11% | +2.42% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.85% | +0.28% | -14.03% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | +0.10% | +6.04% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.78% | -0.02% | +95.31% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | +0.02% | +7.65% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | +0.01% | +88.13% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.70% | -0.01% | -6.61% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 0.68% | -0.03% | +10.52% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | +0.09% | +7.57% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.16% | +73.12% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.07% | +25.76% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | +0.13% | +10.29% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 0.65% | +0.58% | +33.97% | |
| 24 | PGNY | Progyny Inc | 股票-其他 | 0.60% | +0.26% | -97.31% | |
| 25 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.60% | -0.44% | EXIT | |
| 26 | TSLA | Tesla Inc | 股票-周期性消费 | 0.58% | +0.05% | +26.40% | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.53% | -0.08% | +1.91% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | +0.01% | +1.41% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.48% | -0.21% | +247.05% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.48% | -0.07% | +2.55% | |
| 31 | C | Citigroup Inc | 股票-金融 | 0.47% | +0.03% | -10.20% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.47% | +0.05% | +11.54% | |
| 33 | ARCC | Ares Capital CORP | 股票-金融 | 0.46% | -0.08% | +2.01% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.44% | -0.51% | +9.37% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | -0.13% | +24.11% | |
| 36 | ET | Energy Transfer LP | 股票-能源 | 0.44% | -0.04% | -2.06% | |
| 37 | T | At&t Inc | 股票-通信服务 | 0.41% | -0.08% | +0.67% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.40% | -0.03% | -14.44% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.39% | -0.01% | +104.60% | |
| 40 | BX | Blackstone Inc | 股票-金融 | 0.39% | -0.03% | +2.26% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.37% | -0.02% | -13.53% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.36% | +0.02% | -0.49% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.36% | +0.02% | +58.06% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.13% | -0.28% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.35% | -0.04% | -6.33% | |
| 46 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.35% | -0.01% | -15.31% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.35% | -0.08% | +1.22% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.35% | +0.08% | +2.61% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | +0.03% | +3.42% | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.34% | -0.03% | +9.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +5.9% | +2.24% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +3.2% | +13.78% | 减仓 |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +1% | +1.84% | 减仓 |
| 4 | RDVY | First Trust Rising Dividend | +0.5% | -6.61% | 减仓 |
| 5 | FDL | First Trust Morn Dvd Lead In | +0.3% | +1.91% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +88.13% | 减仓 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | +9.37% | 减仓 |
| 8 | ARCC | Ares Capital CORP | +0.2% | +2.01% | 减仓 |
| 9 | RYLD | Global X Russell 2000 Cov Cl | +0.1% | +37.15% | 减仓 |
| 10 | ET | Energy Transfer LP | +0.1% | -2.06% | 减仓 |
| 11 | FSK | Fs Kkr Capital CORP | 0% | -18.43% | 减仓 |
| 12 | QYLD | Global X Nasd 100 Cov Call | 0% | -15.31% | 减仓 |
| 13 | KMI | Kinder Morgan, Inc. | 0% | -16.37% | 减仓 |
| 14 | AMGN | Amgen Inc | — | +0.18% | 减仓 |
| 15 | ABBV | Abbvie Inc | 0% | -0.49% | 减仓 |
| 16 | F | Ford Motor Co | 0% | -4.58% | 减仓 |
| 17 | OFS | Ofs Capital CORP | -0.1% | +4.84% | 减仓 |
| 18 | TPVG | Triplepoint Venture Growth B | -0.1% | — | 减仓 |
| 19 | LXU | Lsb Industries Inc | -0.1% | +1.13% | 减仓 |
| 20 | ENB | Enbridge Inc | -0.1% | +6.72% | 减仓 |
| 21 | JFR | Nuveen Floating Rate Income | -0.1% | +9.32% | 减仓 |
| 22 | HN9 | Hanesbrands Inc | -0.1% | -12.75% | 减仓 |
| 23 | NOC | Northrop Grumman CORP | -0.1% | -0.22% | 减仓 |
| 24 | OXSQ | Oxford Square Capital CORP | -0.2% | -48.54% | 减仓 |
| 25 | MPT | Medical Properties Trust Inc | -0.2% | +8.99% | 减仓 |
| 26 | GNT | Gamco Natural Resources Gold | -0.2% | -78.74% | 加仓 |
| 27 | FDX | Fedex CORP | -0.2% | -18.02% | 减仓 |
| 28 | SGOL | abrdn Physical Gold Shares ETF | -0.2% | +18.95% | 减仓 |
| 29 | PPG | Ppg Industries Inc | -0.2% | EXIT | 清仓 |
| 30 | PSEC | Prospect Capital CORP | -0.3% | -30.23% | 减仓 |
| 31 | BHK | Blackrock Core Bond Trust | -0.3% | -90.83% | 不变 |
| 32 | ONC | Oncolytics Biotech Inc | -0.3% | +0.84% | 减仓 |
| 33 | FITB | Fifth Third Bancorp | -0.3% | -87.67% | 减仓 |
| 34 | FTNT | Fortinet Inc | -0.4% | -98.40% | 减仓 |
| 35 | SLI | Standard Lithium LTD | -0.4% | +3.73% | 减仓 |
| 36 | CAH | Cardinal Health Inc | -0.5% | -0.05% | 减仓 |
| 37 | TXT | Textron Inc | -0.5% | -61.68% | 减仓 |
| 38 | TCPC | Blackrock Tcp Capital CORP | -0.6% | EXIT | 清仓 |
| 39 | TRV | Travelers Cos Inc/the | -0.6% | -99.50% | 减仓 |
| 40 | TTEN | Totalenergies Se -spon Adr | -0.7% | -98.50% | 加仓 |
| 41 | XMLV | Invesco S&p Midcap Low Volat | -0.7% | -98.81% | 减仓 |
| 42 | T | At&t Inc | -0.7% | +0.67% | 减仓 |
| 43 | FDN | First Trust Dj Internet Ind | -0.9% | -99.48% | 减仓 |
| 44 | RY | Royal Bank Of Canada | -1.8% | EXIT | 清仓 |
| 45 | RTX | Rtx CORP | -1.9% | -98.91% | 减仓 |
| 46 | TGT | Target CORP | -2.3% | -98.73% | 加仓 |
| 47 | FPE | Ft-preferred Secur & Inc ETF | -2.4% | -94.54% | 减仓 |
| 48 | FTCS | First Trust Capital Strength | -4% | -98.77% | 减仓 |
| 49 | PGNY | Progyny Inc | -7.9% | -97.31% | 减仓 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -37.7% | -99.75% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，International Assets Investment Management, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$16.7亿，共申报了 782 个公开持股仓位。
在 Q1 2024 季度，International Assets Investment Management, LLC 按市值排列的前三大核心持股分别为：AAPL (6.5%)、NVDA (3.8%)、AMZN (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.5% 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。
本季最大获利了结 / 清仓标的
RY
前期市值: US$12.2亿
在 Q1 2024 季度中，International Assets Investment Management, LLC 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 4 个仓位、减仓 42 个仓位以及清仓 3 个仓位。 本季清仓仓位包含 RY。
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。