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。
CIK: 0001801107
申报总市值
US$1.6亿
US$1.6亿
116 檔
18.7%
截至 Q2 2024 季度末,Meadow Creek Wealth Advisors LLC 的美股持仓估值约为 US$1.6亿,全数申报仓位共有 116 档。
在 Q2 2024 期间,Meadow Creek 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,Meadow Creek Wealth Advisors LLC 的前 5 大核心持股(包含 KO, IVV, NVDA 等)合计占整体申报市值的 18.7%,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 | KO | Coca-cola Co/the | 股票-非周期性消费 | 8.42% | +0.06% | -67.89% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.82% | +0.86% | +37.59% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.02% | -0.48% | +971.94% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.84% | -0.67% | +5.20% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.80% | -0.24% | -32.75% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.49% | — | +19.34% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.62% | +0.10% | +6.60% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.29% | -0.16% | +5.03% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.01% | -0.32% | +9.18% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 1.91% | -0.02% | -39.29% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.90% | -0.02% | -0.60% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.73% | +0.18% | +8.07% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.67% | -0.34% | +2.63% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.64% | +0.15% | -53.83% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.54% | -0.11% | +3.26% | |
| 16 | ETN | Eaton Corporation plc | 股票-工业 | 1.51% | +0.12% | -5.22% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.49% | -0.17% | +4.58% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.47% | -0.25% | -1.30% | |
| 19 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-其他 | 1.42% | +0.23% | -40.77% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.35% | -0.24% | +130.51% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.34% | -0.14% | +3.16% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.33% | -0.41% | -48.31% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.13% | +0.08% | +6.37% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.33% | +30.54% | |
| 25 | CB | Chubb Limited | 股票-金融 | 0.99% | -0.02% | +3.02% | |
| 26 | TDG | Transdigm Group Inc | 股票-工业 | 0.91% | -0.03% | -1.44% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.86% | +0.11% | -0.28% | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 0.82% | -0.23% | +11.00% | |
| 29 | MSI | Motorola Solutions Inc | 股票-科技 | 0.82% | -0.08% | -2.51% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | -0.03% | -23.37% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.78% | -0.12% | +6.44% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | +0.26% | -66.33% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.15% | +8.66% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.75% | -0.13% | -3.88% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.74% | -0.04% | +8.20% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.74% | +0.26% | +6.41% | |
| 37 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.74% | -0.08% | -0.91% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.68% | +0.02% | -5.70% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.58% | -0.07% | -3.17% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.57% | -0.10% | +8.92% | |
| 41 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.56% | +0.02% | -35.15% | |
| 42 | INTU | Intuit Inc | 股票-科技 | 0.56% | -0.17% | EXIT | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.55% | -0.11% | -0.16% | |
| 44 | ROP | Roper Technologies Inc | 股票-科技 | 0.55% | -0.03% | -0.97% | |
| 45 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.53% | -0.01% | -2.32% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.53% | — | -7.97% | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.51% | +0.37% | -1.89% | |
| 48 | TGT | Target CORP | 股票-周期性消费 | 0.50% | +0.01% | — | |
| 49 | EMR | Emerson Electric Co | 股票-工业 | 0.48% | -0.08% | — | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.48% | -0.36% | EXIT |
根据 SEC 官方 Form 13F 申报备案,Meadow Creek Wealth Advisors LLC 在 Q2 2024 季度的美股持仓总市值约为 US$1.6亿,共申报了 116 个公开持股仓位。
在 Q2 2024 季度,Meadow Creek Wealth Advisors LLC 按市值排列的前三大核心持股分别为:KO (8.4%)、IVV (6.8%)、NVDA (5.0%)。其中最大持股仓位 KO 占据整体投资组合约 8.4% 的权重。
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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 Q2 2024 季度中,Meadow Creek 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。
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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。