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: 0000867926
申报总市值
US$2.9亿
US$2.9亿
160 檔
16.6%
Investors Asset Management Of Georgia Inc /ga/ /adv 在 Q4 2024 季度的美股仓位总计估值为 US$2.9亿，分散于 160 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Investors Asset Management Of Georgia Inc /ga/ /adv 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 7 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，Investors Asset Management Of Georgia Inc /ga/ /adv 的前 5 大核心持股（包含 EFX, 35Y, JPM 等）合计占整体申报市值的 16.6%，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 | EFX | Equifax Inc | 股票-工业 | 10.97% | -1.61% | -0.23% | |
| 2 | 35Y | Corecard CORP | 股票-其他 | 3.36% | — | -1.11% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.21% | -0.16% | -0.09% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -0.33% | -0.83% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.69% | +0.24% | -5.79% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 2.68% | -0.19% | -1.12% | |
| 7 | FIS | Fidelity National Info Serv | 股票-科技 | 2.65% | -0.33% | +0.00% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.62% | +0.14% | +3.02% | |
| 9 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 2.13% | +0.85% | -1.43% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.07% | -0.85% | -0.31% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.05% | +0.05% | -1.77% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 1.89% | -0.03% | +7.17% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.59% | +3.15% | -1.46% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.50% | -0.03% | -1.37% | |
| 15 | CAT | Caterpillar Inc | 股票-工业 | 1.35% | +0.54% | -1.61% | |
| 16 | OKE | Oneok Inc | 股票-能源 | 1.30% | -0.19% | +0.01% | |
| 17 | PFE | Pfizer Inc | 股票-医疗保健 | 1.24% | -0.30% | +9.49% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.23% | -0.05% | -0.59% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.09% | -0.02% | -0.85% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.06% | -0.19% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | +0.10% | -5.05% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | -0.04% | +0.29% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.00% | -0.22% | +0.01% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | +0.05% | -3.30% | |
| 25 | GE | General Electric | 股票-工业 | 0.96% | +0.14% | +0.28% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 0.93% | -0.07% | — | |
| 27 | MO | Altria Group Inc | 股票-非周期性消费 | 0.93% | -0.07% | -0.82% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 0.92% | -0.12% | -4.06% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.89% | -0.07% | -1.06% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.89% | +0.01% | -0.56% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.89% | +0.26% | -0.92% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | -0.01% | -1.35% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.88% | -0.24% | — | |
| 34 | AMSWAUSD | American Software Inc-cl A | 股票-其他 | 0.87% | — | +1.02% | |
| 35 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.83% | -0.24% | +0.02% | |
| 36 | TT | Trane Technologies plc | 股票-工业 | 0.78% | — | -2.71% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.77% | -0.05% | +3.50% | |
| 38 | ITW | Illinois Tool Works | 股票-工业 | 0.75% | -0.08% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | +0.08% | -0.83% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.75% | -0.09% | -2.30% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.24% | +0.04% | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.74% | -0.02% | -0.17% | |
| 43 | MCK | Mckesson CORP | 股票-医疗保健 | 0.71% | -0.24% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | -0.02% | +0.16% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.67% | -0.04% | -0.47% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.01% | — | |
| 47 | COP | Conocophillips | 股票-能源 | 0.64% | -0.31% | -1.10% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.62% | -0.15% | -1.97% | |
| 49 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 0.62% | — | +21.40% | |
| 50 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.61% | -0.29% | -0.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | 35Y | Corecard CORP | +1.3% | -1.11% | 减仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.5% | -0.09% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | 新建仓 |
| 4 | XLF | Ss Financial Select Sector | +0.2% | +7.17% | 加仓 |
| 5 | AAPL | Apple Inc | +0.2% | -1.77% | 减仓 |
| 6 | AVGO | Broadcom Inc | +0.2% | — | 不变 |
| 7 | BA | Boeing Co/the | +0.2% | +3.50% | 加仓 |
| 8 | OKE | Oneok Inc | +0.2% | +0.01% | 加仓 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.2% | +3.02% | 加仓 |
| 10 | WFC | Wells Fargo & Co | +0.2% | -0.47% | 减仓 |
| 11 | AXP | American Express Co | +0.1% | -0.59% | 减仓 |
| 12 | BELFB | Bel Fuse Inc-cl B | +0.1% | -1.43% | 减仓 |
| 13 | VSXY | Victoria's Secret & Co | +0.1% | NEW | 新建仓 |
| 14 | MCK | Mckesson CORP | +0.1% | — | 不变 |
| 15 | DIS | Walt Disney Co/the | +0.1% | -2.30% | 减仓 |
| 16 | SYU1 | Synovus Financial CORP | +0.1% | +1.74% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -0.92% | 减仓 |
| 18 | NFLX | Netflix Inc | +0.1% | — | 不变 |
| 19 | GEV | GE Vernova Inc | +0.1% | -0.77% | 减仓 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +0.02% | 加仓 |
| 21 | NVDA | Nvidia CORP | +0.1% | +41.50% | 加仓 |
| 22 | MSFT | Microsoft CORP | 0% | -0.83% | 减仓 |
| 23 | FIS | Fidelity National Info Serv | 0% | +0.00% | 加仓 |
| 24 | HD | Home Depot Inc | -0.1% | -1.12% | 减仓 |
| 25 | JNJ | Johnson & Johnson | -0.1% | — | 不变 |
| 26 | DOW | Dow Inc | -0.1% | +5.45% | 加仓 |
| 27 | RUN | Sunrun Inc | -0.1% | -7.76% | 减仓 |
| 28 | FCX | Freeport-mcmoran Inc | -0.1% | +3.56% | 加仓 |
| 29 | CAT | Caterpillar Inc | -0.1% | -1.61% | 减仓 |
| 30 | GE | General Electric | -0.1% | +0.28% | 加仓 |
| 31 | INTC | Intel CORP | -0.1% | -9.49% | 减仓 |
| 32 | TGT | Target CORP | -0.1% | -0.17% | 减仓 |
| 33 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -2.54% | 减仓 |
| 34 | BIIB | Biogen Inc | -0.1% | EXIT | 清仓 |
| 35 | IVZ | Invesco Ltd. | -0.1% | EXIT | 清仓 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -1.06% | 减仓 |
| 37 | CVS | Cvs Health CORP | -0.1% | -7.61% | 减仓 |
| 38 | GEHC | GE Healthcare Technology | -0.1% | EXIT | 清仓 |
| 39 | VPU | Vanguard Utilities ETF | -0.1% | EXIT | 清仓 |
| 40 | ALB | Albemarle CORP | -0.1% | EXIT | 清仓 |
| 41 | MDLZ | Mondelez International Inc-a | -0.1% | -3.22% | 减仓 |
| 42 | ODP1 | Odp Corp/the | -0.1% | -4.30% | 减仓 |
| 43 | ABBV | Abbvie Inc | -0.1% | -1.37% | 减仓 |
| 44 | KO | Coca-cola Co/the | -0.1% | -0.85% | 减仓 |
| 45 | LMT | Lockheed Martin CORP | -0.1% | — | 不变 |
| 46 | AMGN | Amgen Inc | -0.1% | EXIT | 清仓 |
| 47 | BCBUSD | Primo Water CORP | -0.2% | EXIT | 清仓 |
| 48 | LLY | Eli Lilly & Co | -0.5% | -5.79% | 减仓 |
| 49 | AMD | Advanced Micro Devices | -0.5% | -1.46% | 减仓 |
| 50 | EFX | Equifax Inc | -1.3% | -0.23% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Investors Asset Management Of Georgia Inc /ga/ /adv 在 Q4 2024 季度的美股持仓总市值约为 US$2.9亿，共申报了 160 个公开持股仓位。
在 Q4 2024 季度，Investors Asset Management Of Georgia Inc /ga/ /adv 按市值排列的前三大核心持股分别为：EFX (11.0%)、35Y (3.4%)、JPM (3.2%)。其中最大持股仓位 EFX 占据整体投资组合约 11.0% 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
GOOG
市值: US$36.6万
本季最大获利了结 / 清仓标的
BCBUSD
前期市值: US$39.8万
在 Q4 2024 季度中，Investors Asset Management Of Georgia Inc /ga/ /adv 共进行了 45 项持仓异动，包含新建仓 2 个仓位、加仓 11 个仓位、减仓 25 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 GOOG。 本季清仓仓位包含 BCBUSD。
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。