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: 0000715113
申报总市值
US$9.1亿
US$9.1亿
229 檔
25.1%
Q4 2024 季度申报显示，Mjp Associates Inc /adv 披露的美股组合总市值为 US$9.1亿，涵盖 229 个不同之权益投资仓位。
在 Q4 2024，Mjp Associates Inc /adv 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 20 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Mjp Associates Inc /adv 的前 5 大核心持股（包含 VOO, VIG, AAPL 等）合计占整体申报市值的 25.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 229 只）
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 15.83% | +0.81% | +3.54% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 9.27% | +0.07% | +3.51% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.18% | +0.16% | +9.98% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 6.07% | — | +0.89% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.90% | -0.73% | +4.88% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.88% | +0.02% | +1.87% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.34% | +0.20% | +2.66% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.24% | -0.63% | +15.49% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 3.24% | — | -6.34% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.74% | +0.08% | -0.24% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.28% | +0.20% | +8.27% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.13% | — | +5.05% | |
| 13 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.94% | +0.19% | -0.47% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.23% | +9.00% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.31% | — | +6.12% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.29% | -0.23% | +3.59% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.20% | — | +14.89% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.10% | +0.06% | +3.25% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.10% | — | +3.51% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.02% | -0.07% | +4.91% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | +0.12% | +20.27% | |
| 22 | ISPY | Proshares S&p High Incom ETF | ETF-其他 | 0.85% | +0.06% | +59.98% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.76% | — | +3.42% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.02% | +3.74% | |
| 25 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.62% | -0.02% | EXIT | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.07% | +3.78% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.57% | -0.02% | +0.80% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.56% | +0.01% | +1.27% | |
| 29 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.56% | +0.02% | -23.66% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | +0.08% | +8.10% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | +0.08% | +6.62% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | -0.02% | +5.05% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | +0.03% | +17.41% | |
| 34 | TSLA | Tesla Inc | 股票-周期性消费 | 0.40% | +0.04% | +14.27% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.39% | -0.01% | -5.51% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.34% | -0.06% | +0.83% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.33% | -0.01% | +53.30% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.32% | — | +0.05% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.32% | +0.41% | +2.73% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.29% | -0.03% | +3.91% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.28% | -0.09% | -0.69% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.27% | +0.01% | -0.19% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.26% | -0.03% | -5.83% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.26% | +0.23% | +1.25% | |
| 45 | MRVL | Marvell Technology Inc | 股票-科技 | 0.26% | +0.07% | NEW | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | -0.03% | -7.08% | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.25% | -0.02% | +8.05% | |
| 48 | KKR | Kkr & Co Inc | 股票-金融 | 0.23% | — | +7.45% | |
| 49 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.21% | — | +0.12% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.21% | +0.06% | -7.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +9.98% | 加仓 |
| 2 | ISPY | Proshares S&p High Incom ETF | +0.3% | +59.98% | 加仓 |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +15.49% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | +8.27% | 加仓 |
| 5 | RDDT | Reddit Inc-cl A | +0.3% | -23.66% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +20.27% | 加仓 |
| 7 | ✓ | Rtx Corporation | +0.2% | NEW | 新建仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +6.12% | 加仓 |
| 9 | ✓ | First Tr Exch Traded Fd Iii | +0.2% | NEW | 新建仓 |
| 10 | TSLA | Tesla Inc | +0.2% | +14.27% | 加仓 |
| 11 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.66% | 加仓 |
| 12 | AXP | American Express Co | +0.1% | +146.43% | 加仓 |
| 13 | EBAY | Ebay Inc | +0.1% | NEW | 新建仓 |
| 14 | GEN | Gen Digital Inc | +0.1% | NEW | 新建仓 |
| 15 | ITWO | Proshares R2000 Hi Incom ETF | +0.1% | NEW | 新建仓 |
| 16 | BRO | Brown & Brown Inc | +0.1% | NEW | 新建仓 |
| 17 | MDT | Medtronic plc | +0.1% | NEW | 新建仓 |
| 18 | KMB | Kimberly-clark CORP | +0.1% | NEW | 新建仓 |
| 19 | V | Visa Inc-class A Shares | +0.1% | +17.41% | 加仓 |
| 20 | DOX | Amdocs Limited | +0.1% | NEW | 新建仓 |
| 21 | PPG | Ppg Industries Inc | +0.1% | NEW | 新建仓 |
| 22 | CB | Chubb Limited | +0.1% | NEW | 新建仓 |
| 23 | NTAP | Netapp Inc | +0.1% | NEW | 新建仓 |
| 24 | CMCSA | Comcast Corp-class A | +0.1% | +265.80% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +3.74% | 加仓 |
| 26 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +14.89% | 加仓 |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +3.54% | 加仓 |
| 28 | MSFT | Microsoft CORP | 0% | +9.00% | 加仓 |
| 29 | TCHP | T Rowe Price Blue Chip Growt | 0% | -0.47% | 减仓 |
| 30 | MINT | Pimco Enhanced Short Maturit | 0% | +4.88% | 加仓 |
| 31 | JBL | Jabil Inc | -0.1% | -75.64% | 减仓 |
| 32 | APD | Air Products & Chemicals Inc | -0.1% | EXIT | 清仓 |
| 33 | AME | Ametek Inc | -0.1% | -71.18% | 减仓 |
| 34 | CBRE | Cbre Group Inc - A | -0.1% | -67.29% | 减仓 |
| 35 | AVUV | Avantis US Small Cap Value | -0.1% | +1.87% | 加仓 |
| 36 | APG | Api Group CORP | -0.1% | -70.07% | 减仓 |
| 37 | CRL | Charles River Laboratories | -0.1% | -72.53% | 减仓 |
| 38 | VALE | Vale S.A. | -0.1% | EXIT | 清仓 |
| 39 | DHR | Danaher CORP | -0.1% | -28.88% | 减仓 |
| 40 | CLH | Clean Harbors Inc | -0.1% | -64.80% | 减仓 |
| 41 | SBAC | Sba Communications CORP | -0.2% | -79.03% | 减仓 |
| 42 | ✓ | First Trust Preferred Securities and Income ETF | -0.2% | EXIT | 清仓 |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.2% | +3.59% | 加仓 |
| 44 | FWONK | Liberty Media Corp-formula-c | -0.2% | -79.01% | 减仓 |
| 45 | ✓ | Raytheon Technologies CORP | -0.2% | EXIT | 清仓 |
| 46 | CACI | Caci International Inc -cl A | -0.2% | -76.01% | 减仓 |
| 47 | CCK | Crown Holdings Inc | -0.2% | EXIT | 清仓 |
| 48 | VIG | Vanguard Dividend Apprec ETF | -0.3% | +3.51% | 加仓 |
| 49 | JMST | JPM Ultra-short Muni Income | -0.4% | -6.34% | 减仓 |
| 50 | IEF | Ishares 7-10 Year Treasury B | -0.7% | +0.89% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mjp Associates Inc /adv 在 Q4 2024 季度的美股持仓总市值约为 US$9.1亿，共申报了 229 个公开持股仓位。
在 Q4 2024 季度，Mjp Associates Inc /adv 按市值排列的前三大核心持股分别为：VOO (15.8%)、VIG (9.3%)、AAPL (6.2%)。其中最大持股仓位 VOO 占据整体投资组合约 15.8% 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
RTX CORPORATION
市值: US$114.8万
本季最大获利了结 / 清仓标的
CCK
前期市值: US$120.9万
在 Q4 2024 季度中，Mjp Associates Inc /adv 共进行了 50 项持仓异动，包含新建仓 12 个仓位、加仓 20 个仓位、减仓 13 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 RTX CORPORATION。 本季清仓仓位包含 CCK。
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。