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: 0001802136
申报总市值
US$3.2亿
US$3.2亿
209 檔
29.1%
Investment Research & Advisory Group, Inc. 在 Q3 2024 季度的美股仓位总计估值为 US$3.2亿，分散于 209 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Investment Research & Advisory Group, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 25 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Investment Research & Advisory Group, Inc. 的前 5 大核心持股（包含 VOO, AAPL, MSFT 等）合计占整体申报市值的 29.1%，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 209 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 20.06% | +0.85% | -2.24% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.21% | +0.03% | -1.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.54% | -0.29% | +0.02% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.71% | -0.06% | -0.32% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.31% | +0.04% | +0.73% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.97% | +0.34% | -0.39% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.79% | -0.20% | -0.94% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.52% | -0.25% | -2.86% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.40% | +0.40% | -0.17% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.28% | +0.01% | +0.26% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | -0.04% | -1.34% | |
| 12 | BLKCHF | Blackrock Inc | 股票-其他 | 2.13% | -0.19% | +1.22% | |
| 13 | UBER | Uber Technologies Inc | 股票-工业 | 1.83% | -0.16% | +0.40% | |
| 14 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.78% | -0.01% | +1.87% | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.76% | -0.28% | +3.85% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 1.75% | -0.28% | +1.99% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.66% | -0.28% | -1.64% | |
| 18 | CB | Chubb Limited | 股票-金融 | 1.66% | -0.12% | +0.50% | |
| 19 | ASML | ASML Holding N.V. | 股票-科技 | 1.63% | +0.55% | +6.20% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.56% | — | +1.74% | |
| 21 | FISV | Fiserv Inc | 股票-其他 | 1.51% | — | NEW | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.11% | +1.30% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.30% | +0.07% | -1.14% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工业 | 1.27% | -0.31% | +2.25% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 1.23% | -0.11% | +2.75% | |
| 26 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.22% | -0.06% | — | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.19% | +0.01% | +3.63% | |
| 28 | GE | General Electric | 股票-工业 | 1.19% | +0.25% | +3.56% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.10% | -0.57% | +17.48% | |
| 30 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.10% | -0.12% | -2.17% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 1.03% | -0.02% | +6.24% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | -0.42% | +1.28% | |
| 33 | NFLX | Netflix Inc | 股票-通信服务 | 1.01% | -0.44% | — | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.96% | -0.04% | -1.58% | |
| 35 | KMX | Carmax Inc | 股票-周期性消费 | 0.89% | — | +15.66% | |
| 36 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.86% | -0.05% | — | |
| 37 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.73% | +0.01% | -1.99% | |
| 38 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.73% | — | -9.84% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | -0.01% | +2.17% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.61% | -0.05% | +2.00% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.48% | +0.02% | -3.43% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | -0.03% | +14.86% | |
| 43 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.01% | — | |
| 44 | CHH | Choice Hotels Intl Inc | 股票-周期性消费 | 0.35% | -0.01% | -19.70% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.33% | +0.01% | -4.00% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.33% | +0.01% | +6.13% | |
| 47 | IRT | Independence Realty Trust In | 股票-房地产 | 0.31% | — | — | |
| 48 | GEV | GE Vernova Inc | 股票-工业 | 0.30% | +0.11% | -22.95% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.29% | +0.02% | — | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.28% | +0.62% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | +1.2% | NEW | 新建仓 |
| 2 | NFLX | Netflix Inc | +1% | NEW | 新建仓 |
| 3 | BLKCHF | Blackrock Inc | +0.3% | +1.22% | 加仓 |
| 4 | AAPL | Apple Inc | +0.3% | -1.47% | 减仓 |
| 5 | LMT | Lockheed Martin CORP | +0.2% | +2.25% | 加仓 |
| 6 | SBUX | Starbucks CORP | +0.2% | +3.63% | 加仓 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | +17.48% | 加仓 |
| 8 | FISV | Fiserv Inc | +0.2% | +1.07% | 加仓 |
| 9 | GE | General Electric | +0.2% | +3.56% | 加仓 |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | +1.74% | 加仓 |
| 11 | MA | Mastercard Inc - A | +0.1% | -0.94% | 减仓 |
| 12 | IQV | Iqvia Holdings Inc | +0.1% | +1.87% | 加仓 |
| 13 | CB | Chubb Limited | +0.1% | +0.50% | 加仓 |
| 14 | KMX | Carmax Inc | +0.1% | +15.66% | 加仓 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -2.86% | 减仓 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.30% | 加仓 |
| 17 | PM | Philip Morris International | +0.1% | -1.58% | 减仓 |
| 18 | AMT | American Tower CORP | +0.1% | NEW | 新建仓 |
| 19 | VRP | Invesco Variable Rate Prefer | +0.1% | NEW | 新建仓 |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | -2.17% | 减仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +1.28% | 加仓 |
| 22 | AVUV | Avantis US Small Cap Value | +0.1% | NEW | 新建仓 |
| 23 | ZETA | Zeta Global Holdings Corp-a | +0.1% | — | 不变 |
| 24 | CRM | Salesforce Inc | +0.1% | +1.99% | 加仓 |
| 25 | DHR | Danaher CORP | +0.1% | +2.00% | 加仓 |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +14.86% | 加仓 |
| 27 | HD | Home Depot Inc | +0.1% | — | 不变 |
| 28 | MO | Altria Group Inc | +0.1% | +181.45% | 加仓 |
| 29 | ✓ | 0% | NEW | 新建仓 | |
| 30 | VB | Vanguard Small-cap ETF | 0% | -1.14% | 减仓 |
| 31 | GEV | GE Vernova Inc | 0% | -22.95% | 减仓 |
| 32 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.13% | 加仓 |
| 33 | GD | General Dynamics CORP | 0% | +2.75% | 加仓 |
| 34 | PG | Procter & Gamble Co/the | 0% | +2.17% | 加仓 |
| 35 | V | Visa Inc-class A Shares | 0% | +0.26% | 加仓 |
| 36 | UBER | Uber Technologies Inc | 0% | +0.40% | 加仓 |
| 37 | DVY | Ishares Select Dividend ETF | -0.1% | EXIT | 清仓 |
| 38 | COST | Costco Wholesale CORP | -0.1% | -1.64% | 减仓 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | -1.34% | 减仓 |
| 40 | CHH | Choice Hotels Intl Inc | -0.1% | -19.70% | 减仓 |
| 41 | LLY | Eli Lilly & Co | -0.2% | -0.17% | 减仓 |
| 42 | SCHW | Schwab (charles) CORP | -0.3% | +3.85% | 加仓 |
| 43 | AMZN | Amazon.com Inc | -0.3% | +0.73% | 加仓 |
| 44 | NVDA | Nvidia CORP | -0.3% | -0.32% | 减仓 |
| 45 | ASML | ASML Holding N.V. | -0.4% | +6.20% | 加仓 |
| 46 | MSFT | Microsoft CORP | -0.4% | +0.02% | 加仓 |
| 47 | VOO | Vanguard S&p 500 ETF | -0.5% | -2.24% | 减仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.39% | 减仓 |
| 49 | CMCSA | Comcast Corp-class A | -1% | -98.60% | 减仓 |
| 50 | DIS | Walt Disney Co/the | -1.3% | -98.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Investment Research & Advisory Group, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$3.2亿，共申报了 209 个公开持股仓位。
在 Q3 2024 季度，Investment Research & Advisory Group, Inc. 按市值排列的前三大核心持股分别为：VOO (20.1%)、AAPL (8.2%)、MSFT (4.5%)。其中最大持股仓位 VOO 占据整体投资组合约 20.1% 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
BKNG
市值: US$288.1万
本季最大获利了结 / 清仓标的
DVY
前期市值: US$12.1万
在 Q3 2024 季度中，Investment Research & Advisory Group, Inc. 共进行了 48 项持仓异动，包含新建仓 6 个仓位、加仓 25 个仓位、减仓 16 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BKNG。 本季清仓仓位包含 DVY。
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。