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: 0001773205
申报总市值
US$10.8亿
US$10.8亿
270 檔
25.0%
截至 Q4 2024 季度末，Kmg Fiduciary Partners, LLC 的美股持仓估值约为 US$10.8亿，全数申报仓位共有 270 档。
在 Q4 2024，Kmg Fiduciary Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 26 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Kmg Fiduciary Partners, LLC 的前 5 大核心持股（包含 AAPL, IVV, MSFT 等）合计占整体申报市值的 25.0%，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 270 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 | 5.74% | +1.10% | -0.70% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.09% | +0.62% | -2.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | +0.45% | +1.37% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.01% | +0.13% | -0.51% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.19% | +0.54% | +1.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.82% | +0.82% | +1.31% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.79% | +0.64% | +6.92% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.45% | +0.54% | +0.07% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.13% | -0.15% | -3.77% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.68% | +0.75% | +3.25% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.36% | +0.24% | +0.08% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.24% | -0.47% | +1.25% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.22% | +0.23% | +3.49% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.19% | +0.42% | +4.47% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | +0.41% | +2.11% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.14% | +0.39% | +4.78% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.11% | +0.53% | +6.12% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.11% | +0.20% | -0.63% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.11% | -0.53% | +0.17% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | +0.42% | +1.19% | |
| 21 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.08% | +0.32% | +3.64% | |
| 22 | GTO | Invesco Total Return Bond Et | ETF-其他 | 1.04% | +0.21% | +4.07% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.00% | +0.20% | +2.84% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.92% | -0.06% | EXIT | |
| 25 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.86% | +0.32% | -0.12% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.32% | -0.73% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.81% | +0.01% | +4.93% | |
| 28 | AXP | American Express Co | 股票-金融 | 0.79% | +0.23% | -1.90% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.79% | +0.22% | +0.60% | |
| 30 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.78% | -0.21% | +2.75% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.75% | -0.66% | +17.51% | |
| 32 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.75% | -0.85% | EXIT | |
| 33 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.74% | -0.12% | +0.25% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | +0.14% | +2.74% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.72% | -0.55% | +3.99% | |
| 36 | BLK | Blackrock Inc | 股票-金融 | 0.72% | +0.18% | — | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.15% | +2.28% | |
| 38 | DAL | Delta Air Lines Inc | 股票-工业 | 0.63% | -0.09% | +0.02% | |
| 39 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.62% | -0.05% | +0.15% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | -0.74% | EXIT | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.60% | -0.28% | +2.32% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | +0.45% | -0.85% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.60% | +1.98% | +4.35% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.58% | -0.05% | -0.38% | |
| 45 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.58% | -0.73% | +13.07% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.58% | +0.18% | +3.96% | |
| 47 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 0.57% | -0.56% | +6.26% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | -0.18% | -0.42% | |
| 49 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.56% | -0.64% | +6.73% | |
| 50 | FSIG | Ft LTD Duration Inv Grade | ETF-其他 | 0.53% | -0.48% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.7% | NEW | 新建仓 |
| 2 | AMZN | Amazon.com Inc | +0.4% | +1.05% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.31% | 加仓 |
| 4 | VRT | Vertiv Holdings Co-a | +0.3% | NEW | 新建仓 |
| 5 | AVGO | Broadcom Inc | +0.3% | +66.71% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.2% | -0.51% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.07% | 加仓 |
| 8 | BITB | Bitwise Bitcoin ETF | +0.2% | NEW | 新建仓 |
| 9 | FBND | Fidelity Total Bond ETF | +0.2% | +72.30% | 加仓 |
| 10 | FBUF | Fidelity Dyn Buff Eqty ETF | +0.2% | NEW | 新建仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | 加仓 |
| 12 | TFC | Truist Financial CORP | +0.1% | NEW | 新建仓 |
| 13 | DVN | Devon Energy CORP | +0.1% | +164.59% | 加仓 |
| 14 | HPQ | Hp Inc | +0.1% | NEW | 新建仓 |
| 15 | AAPL | Apple Inc | +0.1% | -0.70% | 减仓 |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +6.92% | 加仓 |
| 17 | TSLA | Tesla Inc | +0.1% | -6.79% | 减仓 |
| 18 | KHC | Kraft Heinz Co/the | +0.1% | NEW | 新建仓 |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | 新建仓 |
| 20 | CMCSA | Comcast Corp-class A | +0.1% | NEW | 新建仓 |
| 21 | CRM | Salesforce Inc | +0.1% | +2.28% | 加仓 |
| 22 | RDVY | First Trust Rising Dividend | +0.1% | +17.51% | 加仓 |
| 23 | DAL | Delta Air Lines Inc | +0.1% | +0.02% | 加仓 |
| 24 | CTAS | Cintas CORP | +0.1% | +121.85% | 加仓 |
| 25 | MAR | Marriott International -cl A | +0.1% | -0.12% | 减仓 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +2.74% | 加仓 |
| 27 | DIS | Walt Disney Co/the | +0.1% | +2.62% | 加仓 |
| 28 | MRK | Merck & Co. Inc. | +0.1% | +39.28% | 加仓 |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +18.45% | 加仓 |
| 30 | V | Visa Inc-class A Shares | +0.1% | +5.53% | 加仓 |
| 31 | CAH | Cardinal Health Inc | 0% | +2.75% | 加仓 |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | +3.99% | 加仓 |
| 33 | CVS | Cvs Health CORP | -0.1% | -11.16% | 减仓 |
| 34 | STLA | Stellantis N.V. | -0.1% | EXIT | 清仓 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | +0.25% | 加仓 |
| 36 | DEO | Diageo Plc-sponsored Adr | -0.1% | EXIT | 清仓 |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | -0.38% | 减仓 |
| 38 | QCOM | Qualcomm Inc | -0.1% | +4.47% | 加仓 |
| 39 | MDT | Medtronic plc | -0.1% | EXIT | 清仓 |
| 40 | AB | Alliancebernstein Holding LP | -0.1% | EXIT | 清仓 |
| 41 | ABBV | Abbvie Inc | -0.1% | +3.49% | 加仓 |
| 42 | LULU | Lululemon Athletica Inc | -0.2% | -89.64% | 减仓 |
| 43 | UPS | United Parcel Service-cl B | -0.2% | -20.14% | 减仓 |
| 44 | KO | Coca-cola Co/the | -0.2% | +2.84% | 加仓 |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +1.25% | 加仓 |
| 46 | AMD | Advanced Micro Devices | -0.2% | +4.35% | 加仓 |
| 47 | INTC | Intel CORP | -0.2% | -19.88% | 减仓 |
| 48 | CAT | Caterpillar Inc | -0.2% | -60.72% | 减仓 |
| 49 | TMUS | T-mobile US Inc | -0.3% | -75.27% | 减仓 |
| 50 | LLY | Eli Lilly & Co | -0.3% | +3.25% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Kmg Fiduciary Partners, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$10.8亿，共申报了 270 个公开持股仓位。
在 Q4 2024 季度，Kmg Fiduciary Partners, LLC 按市值排列的前三大核心持股分别为：AAPL (5.7%)、IVV (5.1%)、MSFT (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.7% 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。
本季最大新建仓标的
BLK
市值: US$869.3万
本季最大获利了结 / 清仓标的
MDT
前期市值: US$167.5万
在 Q4 2024 季度中，Kmg Fiduciary Partners, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 26 个仓位、减仓 11 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 MDT。
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。