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
133 檔
22.2%
在 Q3 2024 申报期间,Meadow Creek Wealth Advisors LLC(CIK: 0001801107)向美国 SEC 提交的 Form 13F 报告显示,其追踪之股票投资组合总市值达 US$1.6亿,共持有 133 个公开申报仓位。
在 Q3 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 IVV, KO, MSFT 等)合计占整体申报市值的 22.2%,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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.57% | +0.86% | +42.21% | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 8.13% | +0.06% | +1.96% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.67% | +8.20% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.21% | -0.48% | +1.81% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.75% | -0.24% | +6.35% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.31% | — | +7.84% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.39% | +0.10% | +911.99% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | -0.16% | +4.24% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 1.96% | -0.02% | +3.66% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.81% | -0.02% | +4.39% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.81% | -0.32% | +11.18% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.75% | -0.34% | +4.75% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.71% | +0.18% | +10.36% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.64% | +0.03% | +344.37% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.44% | +0.15% | +6.56% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.38% | -0.41% | +9.23% | |
| 17 | ETN | Eaton Corporation plc | 股票-工业 | 1.33% | +0.12% | -0.80% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.32% | -0.17% | +0.94% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.26% | +0.08% | +15.24% | |
| 20 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.25% | -0.11% | +5.90% | |
| 21 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-其他 | 1.23% | +0.23% | — | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | -0.14% | -0.11% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.15% | -0.24% | -3.09% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | -0.25% | +1.47% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | -0.33% | +6.42% | |
| 26 | CB | Chubb Limited | 股票-金融 | 0.97% | -0.02% | +2.50% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.89% | -0.12% | +14.42% | |
| 28 | TDG | Transdigm Group Inc | 股票-工业 | 0.89% | -0.03% | +3.71% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.85% | +0.11% | +11.56% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | -0.03% | +11.60% | |
| 31 | MSI | Motorola Solutions Inc | 股票-科技 | 0.82% | -0.08% | +2.31% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.79% | -0.23% | +9.29% | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.77% | -0.04% | +7.93% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | +0.26% | +23.25% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | +0.26% | -2.65% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.67% | +0.02% | +7.33% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.66% | -0.13% | -2.00% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.15% | +8.14% | |
| 39 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.59% | -0.08% | +2.66% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.56% | -0.10% | +3.70% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.53% | -0.01% | +2.60% | |
| 42 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.51% | -0.07% | -3.66% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.17% | +21.88% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.50% | +0.37% | -0.93% | |
| 45 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.49% | +0.02% | +1.73% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.48% | -0.07% | +4.45% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.48% | -0.11% | — | |
| 48 | INTU | Intuit Inc | 股票-科技 | 0.46% | -0.17% | EXIT | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.46% | +0.04% | +6.02% | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.45% | -0.36% | EXIT |
根据 SEC 官方 Form 13F 申报备案,Meadow Creek Wealth Advisors LLC 在 Q3 2024 季度的美股持仓总市值约为 US$1.6亿,共申报了 133 个公开持股仓位。
在 Q3 2024 季度,Meadow Creek Wealth Advisors LLC 按市值排列的前三大核心持股分别为:IVV (8.6%)、KO (8.1%)、MSFT (4.2%)。其中最大持股仓位 IVV 占据整体投资组合约 8.6% 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 Q3 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。