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: 0001966011
申报总市值
US$2.6亿
US$2.6亿
90 檔
11.0%
根据最新整理的 13F 季度数据集，Massachusetts Wealth Management 于 Q4 2024 结束时的管理资产规模为 US$2.6亿。该机构在本季度申报了 90 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Massachusetts Wealth Management 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 24 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Massachusetts Wealth Management 的前 5 大核心持股（包含 XLK, AAPL, JPM 等）合计占整体申报市值的 11.0%，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 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.60% | +0.93% | +4.27% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.58% | -0.01% | -0.86% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.18% | -0.07% | -0.92% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.88% | -0.27% | +0.84% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.17% | -0.78% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.55% | -0.97% | +6.45% | |
| 7 | XLF | Ss Financial Select Sector | ETF-其他 | 2.38% | -0.06% | +20.41% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.25% | +0.06% | +22.04% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.96% | +0.05% | +3.45% | |
| 10 | C | Citigroup Inc | 股票-金融 | 1.89% | +0.20% | +6.29% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.84% | -0.76% | -0.96% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | +0.02% | +0.23% | |
| 13 | COP | Conocophillips | 股票-能源 | 1.81% | -0.78% | -1.34% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.75% | -0.45% | +0.52% | |
| 15 | GE | General Electric | 股票-工业 | 1.58% | +0.30% | +4.41% | |
| 16 | IR | Ingersoll-rand Inc | 股票-工业 | 1.58% | -0.10% | — | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.57% | -0.15% | -1.26% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.56% | -0.22% | — | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.54% | -0.33% | +2.98% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.53% | -0.32% | -2.94% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | +0.13% | -0.31% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.51% | -0.02% | +8.27% | |
| 23 | TT | Trane Technologies plc | 股票-工业 | 1.46% | +0.02% | +2.00% | |
| 24 | CAT | Caterpillar Inc | 股票-工业 | 1.45% | +0.60% | — | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 1.41% | -0.04% | +2.64% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 1.41% | -0.10% | +3.92% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.38% | -0.07% | -0.11% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.09% | +1.04% | |
| 29 | DE | Deere & Co | 股票-工业 | 1.34% | — | +0.49% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.34% | -0.06% | +0.36% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 1.31% | -0.05% | -1.35% | |
| 32 | STT | State Street CORP | 股票-金融 | 1.30% | +0.20% | -0.12% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.27% | -0.21% | +0.74% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.26% | -0.13% | -1.79% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.23% | -0.09% | +5.95% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.22% | +0.17% | +0.39% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 1.21% | -0.08% | +0.65% | |
| 38 | MMM | 3m Co | 股票-工业 | 1.19% | -0.02% | +1.87% | |
| 39 | SLB | Slb LTD | 股票-能源 | 1.18% | -0.41% | +0.61% | |
| 40 | GEV | GE Vernova Inc | 股票-工业 | 1.14% | +0.44% | +9.77% | |
| 41 | AMGN | Amgen Inc | 股票-医疗保健 | 1.13% | -0.08% | -0.35% | |
| 42 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.13% | +0.02% | +4.41% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.13% | -0.07% | — | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.09% | +0.01% | -0.50% | |
| 45 | CMI | Cummins Inc | 股票-工业 | 1.04% | +0.19% | +0.63% | |
| 46 | VMC | Vulcan Materials Co | 股票-原材料 | 0.91% | -0.04% | -0.87% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.90% | — | -0.77% | |
| 48 | NSC | Norfolk Southern CORP | 股票-工业 | 0.87% | -0.01% | -0.42% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | +0.12% | +12.50% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | -0.08% | +0.68% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BKR | Baker Hughes Co | +0.6% | +230.25% | 加仓 |
| 2 | XLF | Ss Financial Select Sector | +0.5% | +20.41% | 加仓 |
| 3 | HAL | Halliburton Co | +0.5% | +180.87% | 加仓 |
| 4 | XLI | Ss Industrial Select Sector | +0.3% | +22.04% | 加仓 |
| 5 | GEV | GE Vernova Inc | +0.3% | +9.77% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.92% | 减仓 |
| 7 | WFC | Wells Fargo & Co | +0.3% | +3.92% | 加仓 |
| 8 | XLK | Ss Technology Select Sector | +0.3% | +4.27% | 加仓 |
| 9 | C | Citigroup Inc | +0.3% | +6.29% | 加仓 |
| 10 | TSLA | Tesla Inc | +0.2% | +32.87% | 加仓 |
| 11 | BAC | Bank Of America CORP | +0.2% | +3.45% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +4.41% | 加仓 |
| 13 | WMT | Walmart Inc | +0.2% | +2.98% | 加仓 |
| 14 | XOP | Ss Spdr S&p Og Exp & Prod | +0.2% | NEW | 新建仓 |
| 15 | EMR | Emerson Electric Co | +0.2% | +2.64% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +12.50% | 加仓 |
| 17 | IBB | Ishares Biotechnology ETF | +0.2% | NEW | 新建仓 |
| 18 | AVGO | Broadcom Inc | +0.2% | NEW | 新建仓 |
| 19 | AAPL | Apple Inc | +0.2% | -0.86% | 减仓 |
| 20 | NVDA | Nvidia CORP | +0.2% | +0.23% | 加仓 |
| 21 | MS | Morgan Stanley | +0.1% | NEW | 新建仓 |
| 22 | STT | State Street CORP | +0.1% | -0.12% | 减仓 |
| 23 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +19.60% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +17.29% | 加仓 |
| 25 | CMI | Cummins Inc | +0.1% | +0.63% | 加仓 |
| 26 | BIIB | Biogen Inc | -0.1% | -4.70% | 减仓 |
| 27 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -19.05% | 减仓 |
| 28 | DOW | Dow Inc | -0.1% | -2.58% | 减仓 |
| 29 | HSY | Hershey Co/the | -0.1% | — | 不变 |
| 30 | UNP | Union Pacific CORP | -0.1% | -0.77% | 减仓 |
| 31 | MU | Micron Technology Inc | -0.1% | — | 不变 |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | -1.37% | 减仓 |
| 33 | SLB | Slb LTD | -0.1% | +0.61% | 加仓 |
| 34 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | EXIT | 清仓 |
| 35 | ALLE | Allegion plc | -0.1% | EXIT | 清仓 |
| 36 | GEHC | GE Healthcare Technology | -0.1% | +0.75% | 加仓 |
| 37 | GIS | General Mills Inc | -0.1% | — | 不变 |
| 38 | CAT | Caterpillar Inc | -0.1% | — | 不变 |
| 39 | CL | Colgate-palmolive Co | -0.2% | -3.75% | 减仓 |
| 40 | ABBV | Abbvie Inc | -0.2% | -0.50% | 减仓 |
| 41 | IR | Ingersoll-rand Inc | -0.2% | — | 不变 |
| 42 | GE | General Electric | -0.2% | +4.41% | 加仓 |
| 43 | PEP | Pepsico Inc | -0.2% | +0.74% | 加仓 |
| 44 | COP | Conocophillips | -0.2% | -1.34% | 减仓 |
| 45 | LLY | Eli Lilly & Co | -0.2% | +0.39% | 加仓 |
| 46 | KO | Coca-cola Co/the | -0.2% | +0.36% | 加仓 |
| 47 | MRK | Merck & Co. Inc. | -0.2% | -0.11% | 减仓 |
| 48 | PFE | Pfizer Inc | -0.2% | -2.94% | 减仓 |
| 49 | JNJ | Johnson & Johnson | -0.3% | -1.26% | 减仓 |
| 50 | AMGN | Amgen Inc | -0.3% | -0.35% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Massachusetts Wealth Management 在 Q4 2024 季度的美股持仓总市值约为 US$2.6亿，共申报了 90 个公开持股仓位。
在 Q4 2024 季度，Massachusetts Wealth Management 按市值排列的前三大核心持股分别为：XLK (5.6%)、AAPL (3.6%)、JPM (3.2%)。其中最大持股仓位 XLK 占据整体投资组合约 5.6% 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
XOP
市值: US$29.6万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$22.6万
在 Q4 2024 季度中，Massachusetts Wealth Management 共进行了 45 项持仓异动，包含新建仓 4 个仓位、加仓 24 个仓位、减仓 15 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 XOP。 本季清仓仓位包含 AZNN。
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。