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: 0001765876
申报总市值
US$12.6亿
US$12.6亿
166 檔
27.5%
在 Q3 2024 申报期间，Mmbg Investment Advisors Co.（CIK: 0001765876）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$12.6亿，共持有 166 个公开申报仓位。
Mmbg Investment Advisors Co. 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 19 档持股的同时，亦同步清仓 1 档并减仓 25 档标的。
在资产配置集中度方面，Mmbg Investment Advisors Co. 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 27.5%，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 | AAPL | Apple Inc | 股票-科技 | 10.20% | +0.37% | -2.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.93% | -0.66% | -0.14% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.19% | -0.04% | -0.28% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.57% | +0.56% | -0.55% | |
| 5 | ✓ | Betterware De Mexc S A P I D | 股票-其他 | 5.38% | -0.66% | +0.17% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.25% | -0.47% | -5.11% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.75% | -0.13% | -1.74% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.45% | +0.02% | -0.12% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 3.15% | +0.08% | +3.93% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 2.22% | -0.56% | +2.06% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.75% | -0.14% | -4.25% | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.71% | -0.09% | -3.75% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.68% | +0.10% | +3.73% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.57% | -0.08% | -13.60% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.48% | +0.05% | -5.85% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.45% | -0.03% | +1.04% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.41% | -0.40% | -1.70% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | +0.12% | +7.84% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.19% | -0.02% | — | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.13% | +1.64% | +2.12% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.13% | +0.13% | +34.36% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.10% | -0.03% | +2.69% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.09% | +0.54% | +16.82% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.07% | -0.24% | -13.76% | |
| 25 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.94% | -0.25% | +13.59% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.92% | -0.17% | +51.97% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.06% | -9.55% | |
| 28 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 0.85% | — | -4.86% | |
| 29 | DHR | Danaher CORP | 股票-医疗保健 | 0.79% | -0.13% | +61.47% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.77% | +0.05% | — | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | +0.16% | +876.51% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.72% | +0.10% | +3.93% | |
| 33 | UBER | Uber Technologies Inc | 股票-工业 | 0.70% | -0.08% | +4.30% | |
| 34 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.67% | -0.01% | +3.91% | |
| 35 | CX | Cemex Sab-spons Adr Part Cer | 股票-其他 | 0.59% | -0.10% | — | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.58% | +0.09% | -2.15% | |
| 37 | FDX | Fedex CORP | 股票-工业 | 0.58% | -0.11% | -8.19% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.55% | -0.06% | -1.76% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.54% | +0.25% | -12.84% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | -0.11% | -6.06% | |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.52% | -0.52% | EXIT | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.50% | -0.18% | -11.52% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.46% | -0.09% | +0.17% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.44% | -0.08% | — | |
| 45 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 0.43% | — | — | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.41% | +0.01% | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-其他 | 0.40% | -0.13% | +3.99% | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.38% | -0.03% | +8.48% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.38% | -0.01% | -18.74% | |
| 50 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.35% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CX | Cemex Sab-spons Adr Part Cer | +0.6% | NEW | 新建仓 |
| 2 | AAPL | Apple Inc | +0.5% | -2.83% | 减仓 |
| 3 | ETN | Eaton Corporation plc | +0.4% | NEW | 新建仓 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.4% | +51.97% | 加仓 |
| 5 | DHR | Danaher CORP | +0.3% | +61.47% | 加仓 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +34.36% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -5.11% | 减仓 |
| 8 | SHOP | Shopify Inc - Class A | +0.2% | +13.59% | 加仓 |
| 9 | WMT | Walmart Inc | +0.2% | -1.70% | 减仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +3.73% | 加仓 |
| 11 | USIG | Ishares Broad Usd Investment | +0.2% | NEW | 新建仓 |
| 12 | CRM | Salesforce Inc | +0.1% | +2.06% | 加仓 |
| 13 | XLF | Ss Financial Select Sector | +0.1% | +1.04% | 加仓 |
| 14 | V | Visa Inc-class A Shares | +0.1% | +7.84% | 加仓 |
| 15 | XLY | Ss Consumer Disc Select Sect | +0.1% | +2.69% | 加仓 |
| 16 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -11.52% | 减仓 |
| 17 | MELI | Mercadolibre Inc | +0.1% | +19.93% | 加仓 |
| 18 | SMH | Vaneck Semiconductor ETF | +0.1% | +16.82% | 加仓 |
| 19 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.1% | -4.86% | 减仓 |
| 20 | APO | Apollo Global Management Inc | +0.1% | +32.79% | 加仓 |
| 21 | RTX | Rtx CORP | +0.1% | +0.17% | 加仓 |
| 22 | SBUX | Starbucks CORP | +0.1% | -13.76% | 减仓 |
| 23 | DE | Deere & Co | +0.1% | +39.26% | 加仓 |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +70.49% | 加仓 |
| 25 | IHI | Ishares U.s. Medical Devices | +0.1% | +180.09% | 加仓 |
| 26 | USHY | Ishares Broad Usd High Yield | +0.1% | NEW | 新建仓 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -0.12% | 减仓 |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | -1.76% | 减仓 |
| 29 | MCD | Mcdonald's CORP | +0.1% | -6.06% | 减仓 |
| 30 | XLV | Ss Health Care Select Sector | 0% | -1.74% | 减仓 |
| 31 | IBB | Ishares Biotechnology ETF | 0% | — | 不变 |
| 32 | NVDA | Nvidia CORP | 0% | +3.93% | 加仓 |
| 33 | PFE | Pfizer Inc | -0.1% | -19.73% | 减仓 |
| 34 | IXG | Ishares Global Financials Et | -0.1% | EXIT | 清仓 |
| 35 | GM | General Motors Co | -0.1% | -31.70% | 减仓 |
| 36 | DXJ | Wisdomtree Japan Hedged Eq | -0.1% | -5.56% | 减仓 |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -18.74% | 减仓 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -12.84% | 减仓 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -9.55% | 减仓 |
| 40 | FDX | Fedex CORP | -0.1% | -8.19% | 减仓 |
| 41 | BAC | Bank Of America CORP | -0.1% | -5.85% | 减仓 |
| 42 | DIS | Walt Disney Co/the | -0.2% | -3.75% | 减仓 |
| 43 | MU | Micron Technology Inc | -0.3% | +2.12% | 加仓 |
| 44 | SNOW | Snowflake Inc | -0.4% | -86.23% | 减仓 |
| 45 | HON | Honeywell International Inc | -0.4% | -58.32% | 减仓 |
| 46 | GOOG | Alphabet Inc-cl C | -0.5% | -13.60% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -0.5% | -0.28% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.5% | -0.14% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.8% | -0.55% | 减仓 |
| 50 | ✓ | Betterware De Mexc S A P I D | -1% | +0.17% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mmbg Investment Advisors Co. 在 Q3 2024 季度的美股持仓总市值约为 US$12.6亿，共申报了 166 个公开持股仓位。
在 Q3 2024 季度，Mmbg Investment Advisors Co. 按市值排列的前三大核心持股分别为：AAPL (10.2%)、MSFT (7.9%)、AMZN (7.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.2% 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
CX
市值: US$561.2万
本季最大获利了结 / 清仓标的
IXG
前期市值: US$73.0万
在 Q3 2024 季度中，Mmbg Investment Advisors Co. 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 19 个仓位、减仓 25 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CX。 本季清仓仓位包含 IXG。
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。