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: 0001730575
申报总市值
US$5.1亿
US$5.1亿
147 檔
16.1%
根据最新整理的 13F 季度数据集，Midwest Professional Planners, LTD. 于 Q2 2024 结束时的管理资产规模为 US$5.1亿。该机构在本季度申报了 147 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024 期间，Midwest Professional Planners, LTD. 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，Midwest Professional Planners, LTD. 的前 5 大核心持股（包含 SPY, NVDA, AVGO 等）合计占整体申报市值的 16.1%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 16.64% | +0.21% | +9.57% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.32% | -0.15% | +834.68% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.38% | -0.18% | +2.17% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.24% | -0.05% | +58.73% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.93% | -0.22% | +92.92% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.22% | +5.94% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 1.85% | +1.31% | +1.49% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.84% | -0.31% | +0.48% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.73% | +0.73% | +1.78% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.22% | -0.78% | |
| 11 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.70% | — | -0.42% | |
| 12 | ETN | Eaton Corporation plc | 股票-工业 | 1.65% | -0.02% | -0.06% | |
| 13 | MCO | Moody's CORP | 股票-金融 | 1.61% | -0.17% | +1.03% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.50% | -0.16% | -40.39% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.49% | -0.04% | +10.88% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | -0.90% | -37.61% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.31% | -0.41% | +1.94% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.22% | -0.32% | +5.92% | |
| 19 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.16% | -0.45% | +1.11% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 1.11% | +1.78% | -5.22% | |
| 21 | WM | Waste Management Inc | 股票-工业 | 1.05% | -0.15% | -0.15% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.01% | — | +1.60% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.99% | +0.07% | +3.70% | |
| 24 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.98% | -0.01% | +0.82% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.97% | -0.04% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.94% | — | -5.03% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.93% | -0.02% | — | |
| 28 | COF | Capital One Financial CORP | 股票-金融 | 0.92% | -0.24% | +12.34% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.90% | — | +2.42% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.89% | -0.13% | +8.51% | |
| 31 | CMI | Cummins Inc | 股票-工业 | 0.87% | +0.23% | +4.82% | |
| 32 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.87% | +0.30% | +2.46% | |
| 33 | OSK | Oshkosh CORP | 股票-工业 | 0.85% | -0.09% | +4.51% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 0.84% | -0.03% | -0.26% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | +3.65% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.84% | -0.16% | +12.98% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.01% | +5.01% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.82% | -0.03% | +20.29% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.76% | -1.58% | -13.65% | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.71% | -0.01% | -30.29% | |
| 41 | ADI | Analog Devices Inc | 股票-科技 | 0.68% | +0.01% | -2.22% | |
| 42 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.66% | +0.54% | +11.03% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工业 | 0.65% | -0.26% | -4.42% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.63% | +0.01% | +5.34% | |
| 45 | AMT | American Tower CORP | 股票-房地产 | 0.63% | -0.31% | EXIT | |
| 46 | PSA | Public Storage | 股票-房地产 | 0.60% | +0.07% | +2.21% | |
| 47 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.59% | — | +7.00% | |
| 48 | FISV | Fiserv Inc | 股票-其他 | 0.58% | — | +1.43% | |
| 49 | TRMD | TORM plc | 股票-其他 | 0.58% | -0.15% | +9.23% | |
| 50 | ARCC | Ares Capital CORP | 股票-金融 | 0.56% | -0.01% | +13.11% |
根据 SEC 官方 Form 13F 申报备案，Midwest Professional Planners, LTD. 在 Q2 2024 季度的美股持仓总市值约为 US$5.1亿，共申报了 147 个公开持股仓位。
在 Q2 2024 季度，Midwest Professional Planners, LTD. 按市值排列的前三大核心持股分别为：SPY (16.6%)、NVDA (4.3%)、AVGO (2.4%)。其中最大持股仓位 SPY 占据整体投资组合约 16.6% 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。
在 Q2 2024 季度中，Midwest Professional Planners, LTD. 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。