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: 0001986389
申报总市值
US$3.2亿
US$3.2亿
153 檔
33.6%
在 Q4 2024 的 13F 官方备案中，Lazari Capital Management, Inc. 管理的美股投资组合规模来到 US$3.2亿，整体持股档数为 153 档。
在 Q4 2024，Lazari Capital Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 22 个仓位并完全清仓 6 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，Lazari Capital Management, Inc. 的前 5 大核心持股（包含 AAPL, META, AMZN 等）合计占整体申报市值的 33.6%，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 | AAPL | Apple Inc | 股票-科技 | 17.52% | -0.01% | +18.77% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.21% | -0.69% | +1.09% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.02% | +0.17% | +6.79% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.89% | +0.58% | +35.25% | |
| 5 | UBER | Uber Technologies Inc | 股票-工业 | 4.80% | -0.37% | +1.07% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.94% | +0.77% | -1.26% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.86% | -0.29% | -13.97% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | -0.20% | +1.80% | |
| 9 | BP | Bp Plc-spons Adr | 股票-能源 | 2.28% | -0.97% | +49.51% | |
| 10 | BA | Boeing Co/the | 股票-工业 | 2.02% | — | +23.76% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.88% | +0.01% | +4.31% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.73% | +0.03% | -0.61% | |
| 13 | NFLX | Netflix Inc | 股票-通信服务 | 1.38% | -0.19% | -0.03% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.35% | +0.03% | -22.40% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.17% | +0.03% | -5.18% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | -0.06% | +13.80% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 0.99% | +2.09% | +21.95% | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.98% | -0.47% | -12.25% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.94% | -0.11% | +13.98% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.89% | -0.01% | +0.92% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.02% | +0.76% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.87% | +0.01% | -16.81% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.27% | -1.53% | |
| 24 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.84% | -0.06% | -32.13% | |
| 25 | SRE | Sempra | 股票-公用事业 | 0.84% | -0.82% | EXIT | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.79% | +0.09% | -17.84% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | -0.08% | +42.20% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.11% | +7.40% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.73% | -0.09% | +1.16% | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.62% | — | -4.97% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | -0.05% | -7.43% | |
| 32 | T | At&t Inc | 股票-通信服务 | 0.52% | -0.20% | -1.36% | |
| 33 | COP | Conocophillips | 股票-能源 | 0.51% | -0.19% | +1.10% | |
| 34 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.47% | -0.04% | -36.60% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.46% | -0.04% | -9.23% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.43% | +0.03% | +0.78% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.41% | -0.11% | +2.84% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.41% | -0.15% | +1.16% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.40% | -0.04% | +1.07% | |
| 40 | MO | Altria Group Inc | 股票-非周期性消费 | 0.39% | -0.01% | +1.51% | |
| 41 | DVN | Devon Energy CORP | 股票-能源 | 0.39% | -0.15% | -7.93% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.38% | -0.02% | -37.85% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | -0.04% | +4.32% | |
| 44 | MESO | Mesoblast Ltd- Spon Adr | 股票-其他 | 0.36% | -0.05% | — | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | +0.05% | +124.85% | |
| 46 | C | Citigroup Inc | 股票-金融 | 0.34% | +0.03% | -2.86% | |
| 47 | PFE | Pfizer Inc | 股票-医疗保健 | 0.34% | -0.16% | +45.02% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.34% | -0.12% | -0.63% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.34% | -0.01% | +1.77% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.31% | -0.11% | +5.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.8% | +18.77% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.7% | +35.25% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +1% | +6.79% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.6% | +4.31% | 加仓 |
| 5 | BP | Bp Plc-spons Adr | +0.5% | +49.51% | 加仓 |
| 6 | BA | Boeing Co/the | +0.5% | +23.76% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.3% | +13.80% | 加仓 |
| 8 | NFLX | Netflix Inc | +0.2% | -0.03% | 减仓 |
| 9 | MESO | Mesoblast Ltd- Spon Adr | +0.2% | — | 不变 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.26% | 减仓 |
| 11 | MCK | Mckesson CORP | +0.2% | NEW | 新建仓 |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.2% | +42.20% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +124.85% | 加仓 |
| 14 | HON | Honeywell International Inc | +0.2% | NEW | 新建仓 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +7.40% | 加仓 |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +65.28% | 加仓 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建仓 |
| 18 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | 新建仓 |
| 19 | CRM | Salesforce Inc | +0.1% | +1.16% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +0.76% | 加仓 |
| 21 | BAC | Bank Of America CORP | +0.1% | -0.61% | 减仓 |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +13.98% | 加仓 |
| 23 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | 清仓 |
| 24 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 25 | INTC | Intel CORP | -0.1% | EXIT | 清仓 |
| 26 | DISV | Dimensional International Sm | -0.1% | -33.57% | 减仓 |
| 27 | VO | Vanguard Mid-cap ETF | -0.1% | EXIT | 清仓 |
| 28 | IEMG | Ishares Core Msci Emerging | -0.1% | -48.94% | 减仓 |
| 29 | COIN | Coinbase Global Inc -class A | -0.1% | EXIT | 清仓 |
| 30 | BND | Vanguard Total Bond Market | -0.1% | -32.00% | 减仓 |
| 31 | DFSV | Dimensional US Small Cap Val | -0.1% | -28.80% | 减仓 |
| 32 | FBND | Fidelity Total Bond ETF | -0.2% | -26.75% | 减仓 |
| 33 | DVN | Devon Energy CORP | -0.2% | -7.93% | 减仓 |
| 34 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | -0.2% | EXIT | 清仓 |
| 35 | XOM | Exxon Mobil CORP | -0.2% | -1.53% | 减仓 |
| 36 | MGV | Vanguard Mega Cap Value ETF | -0.2% | -58.02% | 减仓 |
| 37 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -54.37% | 减仓 |
| 38 | VFMO | Vanguard US Momentum Factor | -0.2% | -35.51% | 减仓 |
| 39 | AMD | Advanced Micro Devices | -0.2% | +21.95% | 加仓 |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -17.84% | 减仓 |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.2% | -16.81% | 减仓 |
| 42 | PYPL | Paypal Holdings Inc | -0.3% | -36.60% | 减仓 |
| 43 | GILD | Gilead Sciences Inc | -0.3% | -68.88% | 减仓 |
| 44 | ABBV | Abbvie Inc | -0.3% | -5.18% | 减仓 |
| 45 | META | Meta Platforms Inc-class A | -0.3% | +1.09% | 加仓 |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -37.85% | 减仓 |
| 47 | VZ | Verizon Communications Inc | -0.4% | -12.25% | 减仓 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -22.40% | 减仓 |
| 49 | WYNN | Wynn Resorts LTD | -0.6% | -32.13% | 减仓 |
| 50 | UBER | Uber Technologies Inc | -1.6% | +1.07% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Lazari Capital Management, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$3.2亿，共申报了 153 个公开持股仓位。
在 Q4 2024 季度，Lazari Capital Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (17.5%)、META (8.2%)、AMZN (7.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 17.5% 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
MCK
市值: US$44.3万
本季最大获利了结 / 清仓标的
LUV 1.25 05-01-25
前期市值: US$38.0万
在 Q4 2024 季度中，Lazari Capital Management, Inc. 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 17 个仓位、减仓 22 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 MCK。 本季清仓仓位包含 LUV 1.25 05-01-25。
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。