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: 0001910364
申报总市值
US$1.5亿
US$1.5亿
59 檔
27.0%
Intrinsic Value Partners, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$1.5亿，分散于 59 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Intrinsic Value Partners, 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 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，Intrinsic Value Partners, LLC 的前 5 大核心持股（包含 BRK-B, GOOG, META 等）合计占整体申报市值的 27.0%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 14.69% | -0.84% | -1.71% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 9.66% | +0.62% | -0.20% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.26% | -0.50% | -2.72% | |
| 4 | JOE | St Joe Co/the | 股票-其他 | 5.06% | -0.58% | -8.65% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.00% | -0.01% | -5.62% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.63% | +1.23% | -2.47% | |
| 7 | SCHW | Schwab (charles) CORP | 股票-金融 | 4.04% | -0.49% | -1.90% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | -0.25% | — | |
| 9 | AXP | American Express Co | 股票-金融 | 3.20% | -0.02% | -3.55% | |
| 10 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 3.01% | +0.07% | -0.43% | |
| 11 | GE | General Electric | 股票-工业 | 2.83% | +0.59% | -0.41% | |
| 12 | JEF | Jefferies Financial Group In | 股票-金融 | 2.42% | +0.08% | -2.14% | |
| 13 | J | Jacobs Solutions Inc | 股票-工业 | 2.28% | -0.14% | — | |
| 14 | OXY | Occidental Petroleum CORP | 股票-能源 | 2.24% | -0.72% | +17.40% | |
| 15 | PAYC | Paycom Software Inc | 股票-科技 | 2.16% | -0.11% | -2.23% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.71% | +0.35% | +218.85% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.70% | +0.09% | -2.09% | |
| 18 | MRNA | Moderna Inc | 股票-医疗保健 | 1.51% | +0.04% | -29.45% | |
| 19 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.48% | -0.12% | -0.11% | |
| 20 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.25% | -0.05% | -0.40% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.12% | -0.09% | -1.55% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.08% | +0.31% | -1.89% | |
| 23 | UI | Ubiquiti Inc | 股票-科技 | 1.06% | -0.65% | -13.87% | |
| 24 | C | Citigroup Inc | 股票-金融 | 1.03% | +0.04% | -3.33% | |
| 25 | KMX | Carmax Inc | 股票-周期性消费 | 0.96% | +0.03% | -2.49% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | — | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | — | |
| 28 | ICE | Intercontinental Exchange In | 股票-金融 | 0.75% | -0.18% | -3.11% | |
| 29 | MKL | Markel Group Inc | 股票-金融 | 0.73% | -0.06% | — | |
| 30 | ASML | ASML Holding N.V. | 股票-科技 | 0.73% | -0.07% | -0.85% | |
| 31 | CRBG | Corebridge Financial Inc | 股票-金融 | 0.72% | +0.09% | -1.23% | |
| 32 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 0.69% | -0.01% | -1.06% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | +0.01% | -1.64% | |
| 34 | GEV | GE Vernova Inc | 股票-工业 | 0.66% | +0.02% | -22.92% | |
| 35 | ESAB | Esab CORP | 股票-工业 | 0.61% | -0.03% | -0.65% | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.58% | +0.01% | — | |
| 37 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.58% | -0.06% | — | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.56% | -0.36% | +2.34% | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.55% | -0.01% | -4.60% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.55% | +0.01% | — | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.55% | +0.18% | NEW | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.03% | — | |
| 43 | AAPL | Apple Inc | 股票-科技 | 0.51% | +0.01% | — | |
| 44 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.47% | +0.03% | -0.86% | |
| 45 | GWW | Ww Grainger Inc | 股票-工业 | 0.44% | +0.04% | — | |
| 46 | FIGS | Figs Inc-class A | 股票-其他 | 0.39% | -0.29% | -4.52% | |
| 47 | TRGP | Targa Resources CORP | 股票-能源 | 0.38% | -0.02% | — | |
| 48 | AMTM | Amentum Holdings Inc | 股票-工业 | 0.36% | -0.09% | — | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.36% | -0.02% | — | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.34% | — | -24.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.2% | -0.20% | 减仓 |
| 2 | VTV | Vanguard Value ETF | +1.2% | +218.85% | 加仓 |
| 3 | JEF | Jefferies Financial Group In | +0.5% | -2.14% | 减仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -2.47% | 减仓 |
| 5 | SCHW | Schwab (charles) CORP | +0.5% | -1.90% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | -5.62% | 减仓 |
| 7 | PAYC | Paycom Software Inc | +0.4% | -2.23% | 减仓 |
| 8 | SHOP | Shopify Inc - Class A | +0.4% | -0.11% | 减仓 |
| 9 | OXY | Occidental Petroleum CORP | +0.3% | +17.40% | 加仓 |
| 10 | UI | Ubiquiti Inc | +0.2% | -13.87% | 减仓 |
| 11 | WFC | Wells Fargo & Co | +0.2% | -1.55% | 减仓 |
| 12 | BKNG | Booking Holdings Inc | +0.2% | -0.40% | 减仓 |
| 13 | BNY | Bank Of New York Mellon CORP | +0.2% | -0.43% | 减仓 |
| 14 | AXP | American Express Co | +0.2% | -3.55% | 减仓 |
| 15 | AMZN | Amazon.com Inc | +0.1% | — | 不变 |
| 16 | C | Citigroup Inc | +0.1% | -3.33% | 减仓 |
| 17 | NVDA | Nvidia CORP | +0.1% | — | 不变 |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | — | 不变 |
| 19 | MKL | Markel Group Inc | +0.1% | — | 不变 |
| 20 | ESAB | Esab CORP | +0.1% | -0.65% | 减仓 |
| 21 | TRGP | Targa Resources CORP | +0.1% | — | 不变 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不变 |
| 23 | BAC | Bank Of America CORP | +0.1% | -1.64% | 减仓 |
| 24 | J | Jacobs Solutions Inc | +0.1% | — | 不变 |
| 25 | BA | Boeing Co/the | +0.1% | -4.60% | 减仓 |
| 26 | AAPL | Apple Inc | 0% | — | 不变 |
| 27 | KMX | Carmax Inc | 0% | -2.49% | 减仓 |
| 28 | META | Meta Platforms Inc-class A | 0% | -2.72% | 减仓 |
| 29 | XOM | Exxon Mobil CORP | 0% | — | 不变 |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | -1.89% | 减仓 |
| 31 | MRK | Merck & Co. Inc. | 0% | — | 不变 |
| 32 | FIGS | Figs Inc-class A | -0.1% | -4.52% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.1% | — | 不变 |
| 34 | PSX | Phillips 66 | -0.1% | -4.53% | 减仓 |
| 35 | ICE | Intercontinental Exchange In | -0.1% | -3.11% | 减仓 |
| 36 | MHK | Mohawk Industries Inc | -0.1% | -5.34% | 减仓 |
| 37 | PINS | Pinterest Inc- Class A | -0.1% | -1.06% | 减仓 |
| 38 | GEHC | GE Healthcare Technology | -0.1% | -0.86% | 减仓 |
| 39 | INTC | Intel CORP | -0.1% | -5.34% | 减仓 |
| 40 | ASML | ASML Holding N.V. | -0.2% | -0.85% | 减仓 |
| 41 | AMTM | Amentum Holdings Inc | -0.2% | — | 不变 |
| 42 | KVUE | Kenvue Inc | -0.2% | EXIT | 清仓 |
| 43 | JNJ | Johnson & Johnson | -0.2% | EXIT | 清仓 |
| 44 | ENOV | Enovis CORP | -0.2% | EXIT | 清仓 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -24.63% | 减仓 |
| 46 | RKT | Rocket Cos Inc-class A | -0.3% | -7.70% | 减仓 |
| 47 | GE | General Electric | -0.4% | -0.41% | 减仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -1.71% | 减仓 |
| 49 | MRNA | Moderna Inc | -1.9% | -29.45% | 减仓 |
| 50 | JOE | St Joe Co/the | -2.1% | -8.65% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Intrinsic Value Partners, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$1.5亿，共申报了 59 个公开持股仓位。
在 Q4 2024 季度，Intrinsic Value Partners, LLC 按市值排列的前三大核心持股分别为：BRK-B (14.7%)、GOOG (9.7%)、META (5.3%)。其中最大持股仓位 BRK-B 占据整体投资组合约 14.7% 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
ENOV
前期市值: US$21.6万
在 Q4 2024 季度中，Intrinsic Value Partners, LLC 共进行了 38 项持仓异动，包含新建仓 0 个仓位、加仓 2 个仓位、减仓 33 个仓位以及清仓 3 个仓位。 本季清仓仓位包含 ENOV。
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。