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: 0002036922
申报总市值
US$2.9亿
US$2.9亿
102 檔
14.9%
Q4 2024 季度申报显示，Mccarter Private Wealth Services LLC 披露的美股组合总市值为 US$2.9亿，涵盖 102 个不同之权益投资仓位。
在 Q4 2024 期间，Mccarter Private Wealth Services 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，Mccarter Private Wealth Services LLC 的前 5 大核心持股（包含 AVGO, MSFT, MA 等）合计占整体申报市值的 14.9%，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 | AVGO | Broadcom Inc | 股票-科技 | 8.54% | -0.48% | -2.06% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.02% | -0.54% | +4.26% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 4.37% | -0.44% | -3.14% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.31% | -0.21% | +99.14% | |
| 5 | AZO | Autozone Inc | 股票-周期性消费 | 4.22% | -0.72% | -1.66% | |
| 6 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.73% | -0.81% | -0.76% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.28% | -0.67% | -2.54% | |
| 8 | TRV | Travelers Cos Inc/the | 股票-金融 | 3.28% | -0.45% | -1.20% | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 3.16% | -0.03% | -0.09% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.87% | -0.39% | +2.52% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.64% | -0.31% | — | |
| 12 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.35% | +0.10% | -16.52% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.32% | -0.17% | -1.71% | |
| 14 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 2.23% | -0.09% | +0.84% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 2.19% | -0.15% | +9.74% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 1.99% | -0.59% | -1.07% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.97% | -0.74% | -1.38% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.80% | +0.63% | +104.44% | |
| 19 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.75% | -1.18% | -3.65% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.69% | — | -17.98% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.58% | -0.23% | +0.80% | |
| 22 | FANG | Diamondback Energy Inc | 股票-能源 | 1.55% | -0.15% | +2.19% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.42% | -0.34% | -0.93% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.37% | -0.05% | +11.23% | |
| 25 | DE | Deere & Co | 股票-工业 | 1.32% | -0.03% | +0.49% | |
| 26 | ETN | Eaton Corporation plc | 股票-工业 | 1.27% | -0.10% | -0.23% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.19% | -0.10% | +30.83% | |
| 28 | AXP | American Express Co | 股票-金融 | 1.13% | -0.12% | +0.02% | |
| 29 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.98% | — | +3.23% | |
| 30 | EFX | Equifax Inc | 股票-工业 | 0.94% | -0.18% | — | |
| 31 | TT | Trane Technologies plc | 股票-工业 | 0.91% | -0.10% | -1.14% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.16% | +5.31% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.77% | -0.12% | -4.22% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.66% | -0.20% | -2.17% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.65% | — | +6.80% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.37% | -0.39% | |
| 37 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.56% | -0.14% | +1.54% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.54% | -0.07% | -2.61% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.54% | -0.10% | — | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.21% | +5.78% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.52% | -0.09% | +6.47% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | -0.10% | +7.52% | |
| 43 | HD | Home Depot Inc | 股票-周期性消费 | 0.45% | -0.07% | +0.89% | |
| 44 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.44% | -0.14% | -2.86% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.43% | -0.05% | — | |
| 46 | VLO | Valero Energy CORP | 股票-能源 | 0.41% | -0.12% | -23.51% | |
| 47 | HON | Honeywell International Inc | 股票-工业 | 0.40% | — | -66.47% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | -0.02% | — | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.39% | +0.04% | — | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | -0.14% | -1.23% |
根据 SEC 官方 Form 13F 申报备案，Mccarter Private Wealth Services LLC 在 Q4 2024 季度的美股持仓总市值约为 US$2.9亿，共申报了 102 个公开持股仓位。
在 Q4 2024 季度，Mccarter Private Wealth Services LLC 按市值排列的前三大核心持股分别为：AVGO (8.5%)、MSFT (6.0%)、MA (4.4%)。其中最大持股仓位 AVGO 占据整体投资组合约 8.5% 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。
在 Q4 2024 季度中，Mccarter Private Wealth Services 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。
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。