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: 0001688184
申报总市值
US$5.9亿
US$5.9亿
75 檔
26.6%
Q4 2024 季度申报显示，Mfa Wealth Advisors, LLC 披露的美股组合总市值为 US$5.9亿，涵盖 75 个不同之权益投资仓位。
在 Q4 2024，Mfa Wealth Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 4 个仓位并完全清仓 21 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，Mfa Wealth Advisors, LLC 的前 5 大核心持股（包含 BIV, SCHD, FNDF 等）合计占整体申报市值的 26.6%，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 | BIV | Vanguard Intermediate-term B | ETF-其他 | 10.49% | -1.49% | +17.63% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 10.33% | -0.04% | +259.11% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 8.67% | -0.91% | +12.08% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 5.38% | +0.04% | +9.41% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.09% | -0.02% | +7.49% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.54% | -0.18% | +9.06% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.95% | — | +18.75% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 3.82% | -0.06% | — | |
| 9 | PAVE | Global X US Infrastructure | ETF-其他 | 3.31% | -0.07% | +6.32% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.28% | -2.91% | +8.68% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 3.22% | -0.04% | +11.14% | |
| 12 | IXC | Ishares Global Energy ETF | ETF-其他 | 2.58% | -1.04% | +12.41% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.21% | -0.08% | +4.99% | |
| 14 | AXP | American Express Co | 股票-金融 | 2.16% | +0.20% | +15.94% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.13% | -2.03% | +12.15% | |
| 16 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.12% | -1.94% | +10.46% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 2.10% | — | +18.29% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.94% | -0.10% | -5.54% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.66% | -0.06% | EXIT | |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.45% | — | -70.72% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.25% | -0.08% | +4.61% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.19% | +0.07% | NEW | |
| 23 | BITO | Proshares Bitcoin Etf-usd | ETF-加密货币 | 1.18% | +0.12% | +14.17% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | -0.13% | +11.83% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | -1.46% | EXIT | |
| 26 | GNRC | Generac Holdings Inc | 股票-工业 | 1.07% | -0.01% | +16.59% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | -0.20% | +16.08% | |
| 28 | CPRT | Copart Inc | 股票-工业 | 0.92% | -0.42% | EXIT | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.91% | +0.03% | +5.53% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 0.90% | +0.07% | +23.79% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.61% | -0.04% | +7.61% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | — | +9.24% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.52% | -0.62% | +9.40% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事业 | 0.52% | -0.01% | +9.60% | |
| 35 | ERIE | Erie Indemnity Company-cl A | 股票-金融 | 0.44% | -0.04% | -2.17% | |
| 36 | VTRS | Viatris Inc | 股票-医疗保健 | 0.33% | — | +27.35% | |
| 37 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.32% | +0.03% | — | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.32% | — | -52.76% | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.32% | — | -2.13% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.31% | +0.01% | -40.28% | |
| 41 | ALB | Albemarle CORP | 股票-原材料 | 0.31% | — | +21.86% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.29% | +0.04% | +12.45% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | — | -2.77% | |
| 44 | FHI | Federated Hermes Inc | 股票-金融 | 0.25% | -0.03% | — | |
| 45 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.24% | -0.03% | +5.10% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.23% | +0.02% | -7.98% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | -0.03% | -0.06% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.14% | +0.01% | — | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.14% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +3.8% | NEW | 新建仓 |
| 2 | SCHD | Schwab US Dvd Equity ETF | +2.7% | +259.11% | 加仓 |
| 3 | BIV | Vanguard Intermediate-term B | +2.5% | +17.63% | 加仓 |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +1.2% | +9.41% | 加仓 |
| 5 | MGV | Vanguard Mega Cap Value ETF | +1% | +18.75% | 加仓 |
| 6 | AVUV | Avantis US Small Cap Value | +1% | +9.06% | 加仓 |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | +1% | +7.49% | 加仓 |
| 8 | AXP | American Express Co | +0.7% | +15.94% | 加仓 |
| 9 | IUSV | Ishares Core S&p U.s. Value | +0.6% | +8.68% | 加仓 |
| 10 | PAVE | Global X US Infrastructure | +0.6% | +6.32% | 加仓 |
| 11 | SMH | Vaneck Semiconductor ETF | +0.6% | +18.29% | 加仓 |
| 12 | AAPL | Apple Inc | +0.5% | +4.99% | 加仓 |
| 13 | IXC | Ishares Global Energy ETF | +0.5% | +12.41% | 加仓 |
| 14 | IAU | Ishares Gold Trust | +0.5% | +10.46% | 加仓 |
| 15 | BITO | Proshares Bitcoin Etf-usd | +0.4% | +14.17% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.4% | +5.53% | 加仓 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +4.72% | 加仓 |
| 18 | BA | Boeing Co/the | +0.4% | +23.79% | 加仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.4% | +16.08% | 加仓 |
| 20 | NVDA | Nvidia CORP | +0.4% | +11.83% | 加仓 |
| 21 | CPRT | Copart Inc | +0.3% | +10.38% | 加仓 |
| 22 | GNRC | Generac Holdings Inc | +0.3% | +16.59% | 加仓 |
| 23 | VTRS | Viatris Inc | +0.1% | +27.35% | 加仓 |
| 24 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +737.77% | 加仓 |
| 25 | ACN | Accenture plc | +0.1% | +284.72% | 加仓 |
| 26 | IFF | Intl Flavors & Fragrances | -0.1% | EXIT | 清仓 |
| 27 | SPTS | Ss Spdr P St Term Tsy ETF | -0.1% | EXIT | 清仓 |
| 28 | WLK | Westlake CORP | -0.1% | EXIT | 清仓 |
| 29 | NEM | Newmont CORP | -0.1% | EXIT | 清仓 |
| 30 | ERIE | Erie Indemnity Company-cl A | -0.1% | -2.17% | 减仓 |
| 31 | SWPPX | Schwab S&p 500 Index-sel | -0.1% | EXIT | 清仓 |
| 32 | PDGIX | T Rowe Pr Dividend Grow-i | -0.1% | EXIT | 清仓 |
| 33 | ✓ | Balanced Pool | -0.1% | EXIT | 清仓 |
| 34 | PLD | Prologis Inc | -0.1% | EXIT | 清仓 |
| 35 | DFSVX | Dfa US Sm Cap Val Port-inst | -0.1% | EXIT | 清仓 |
| 36 | FULIX | Fed Herm Ultra Shrt Bnd-inst | -0.1% | EXIT | 清仓 |
| 37 | T 3.875 01-15-26债券 | US Treasury N/b | -0.1% | EXIT | 清仓 |
| 38 | T 1.125 01-15-25债券 | US Treasury N/b | -0.1% | EXIT | 清仓 |
| 39 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -40.28% | 减仓 |
| 40 | SPG | Simon Property Group Inc | -0.1% | EXIT | 清仓 |
| 41 | OANIX | Oakmark International-inst | -0.2% | EXIT | 清仓 |
| 42 | JMST | JPM Ultra-short Muni Income | -0.3% | -52.76% | 减仓 |
| 43 | FGADX | Franklin Gold & Prec Mtl-adv | -0.7% | EXIT | 清仓 |
| 44 | SNOXX | Schwab Trsry Obl Mny-inv | -0.9% | EXIT | 清仓 |
| 45 | FHCOX | Fed Hrm Conser Microshrt-is | -1.5% | EXIT | 清仓 |
| 46 | FHMIX | Fh Conserv Muni Microsh-is | -1.9% | EXIT | 清仓 |
| 47 | EIRRX | Eaton Vance S/d Infl Pr-i | -2.1% | EXIT | 清仓 |
| 48 | BSCQ | Invesco Bulletshares 2026 Cb | -2.8% | -70.72% | 减仓 |
| 49 | SNAXX | Schwa Prime Adv Money Fd-ult | -3.3% | EXIT | 清仓 |
| 50 | SWVXX | Schwa Prime Adv Money Fd-inv | -6.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Mfa Wealth Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$5.9亿，共申报了 75 个公开持股仓位。
在 Q4 2024 季度，Mfa Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：BIV (10.5%)、SCHD (10.3%)、FNDF (8.7%)。其中最大持股仓位 BIV 占据整体投资组合约 10.5% 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
IGIB
市值: US$1491.8万
本季最大获利了结 / 清仓标的
SWVXX
前期市值: US$3152.8万
在 Q4 2024 季度中，Mfa Wealth Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 24 个仓位、减仓 4 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 IGIB。 本季清仓仓位包含 SWVXX。
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。