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: 0001950218
申报总市值
US$2.2亿
US$2.2亿
134 檔
16.7%
根据最新整理的 13F 季度数据集，Lantern Wealth Advisors, LLC 于 Q4 2024 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 134 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024 期间，Lantern Wealth Advisors, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Lantern Wealth Advisors, LLC 的前 5 大核心持股（包含 AAPL, AVUS, RSP 等）合计占整体申报市值的 16.7%，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 | AAPL | Apple Inc | 股票-科技 | 7.11% | +0.26% | +11.26% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 5.30% | +0.36% | -11.46% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.36% | -0.02% | -6.26% | |
| 4 | BX | Blackstone Inc | 股票-金融 | 4.02% | -0.31% | +0.07% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.88% | -0.12% | -7.31% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 2.74% | +0.10% | +7.48% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.69% | -0.01% | +6.71% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.46% | — | +0.04% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.32% | -0.09% | +8.66% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | -0.04% | +0.34% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.09% | — | -6.96% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.07% | -0.32% | +0.31% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.02% | +0.15% | +4.14% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.99% | -0.06% | +0.34% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.62% | -0.17% | -19.85% | |
| 16 | IQLT | Ishares Msci International Q | ETF-其他 | 1.61% | -0.01% | +0.98% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | -0.09% | +3.21% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.56% | -0.08% | +1.10% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.46% | -0.12% | +127.25% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.44% | +0.01% | -98.12% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.28% | -0.17% | +0.05% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | -0.07% | +0.47% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | +0.05% | +0.77% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.08% | +0.12% | +2.62% | |
| 25 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 1.06% | +0.03% | +16.83% | |
| 26 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.03% | -0.14% | -1.00% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 1.02% | +0.05% | -6.05% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.02% | -0.26% | +5.73% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 1.01% | -0.04% | +1.71% | |
| 30 | ACN | Accenture plc | 股票-科技 | 1.01% | -0.28% | -0.25% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.96% | +0.61% | -3.13% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.96% | -0.09% | +77.33% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.94% | +0.16% | -2.24% | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.87% | +0.05% | +0.95% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.86% | -0.29% | -0.75% | |
| 36 | CAT | Caterpillar Inc | 股票-工业 | 0.81% | +0.42% | +0.62% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.81% | +0.12% | +0.06% | |
| 38 | PRU | Prudential Financial Inc | 股票-金融 | 0.78% | -0.68% | EXIT | |
| 39 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.72% | -0.21% | +2.23% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.71% | -0.20% | +35.94% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | +0.03% | +16.37% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.67% | +0.15% | -1.69% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.64% | — | -0.07% | |
| 44 | LHX | L3harris Technologies Inc | 股票-工业 | 0.64% | -0.24% | +0.24% | |
| 45 | HON | Honeywell International Inc | 股票-工业 | 0.59% | -0.45% | EXIT | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | -0.06% | +9.59% | |
| 47 | ENB | Enbridge Inc | 股票-能源 | 0.57% | -0.05% | — | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.56% | +0.14% | -0.95% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.21% | +2.36% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.49% | -0.04% | -13.42% |
根据 SEC 官方 Form 13F 申报备案，Lantern Wealth Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 134 个公开持股仓位。
在 Q4 2024 季度，Lantern Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (7.1%)、AVUS (5.3%)、RSP (4.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.1% 的权重。
在 Q4 2024 季度中，Lantern Wealth Advisors, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。
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。
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。