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: 0001607978
申报总市值
US$658.6万
US$658.6万
123 檔
5919.5%
在 Q1 2024 申报期间，Motley Fool Wealth Management, LLC（CIK: 0001607978）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$658.6万，共持有 123 个公开申报仓位。
在 Q1 2024，Motley Fool Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 10 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，Motley Fool Wealth Management, LLC 的前 5 大核心持股（包含 AMZN, META, GOOG 等）合计占整体申报市值的 5919.5%，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 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.61% | +6.99% | -2.96% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.48% | +3.84% | -2.81% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.52% | +7.77% | -2.65% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.33% | +5.37% | -24.99% | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 3.20% | -1.66% | EXIT | |
| 6 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 3.01% | +2.52% | -2.43% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.67% | — | +4.31% | |
| 8 | MELI | Mercadolibre Inc | 股票-周期性消费 | 2.66% | +3.34% | -3.15% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.54% | +2.90% | -2.25% | |
| 10 | EQIX | Equinix Inc | 股票-房地产 | 2.31% | +2.01% | -2.09% | |
| 11 | BMRN | Biomarin Pharmaceutical Inc | 股票-医疗保健 | 2.07% | +1.49% | -2.46% | |
| 12 | NFLX | Netflix Inc | 股票-通信服务 | 2.04% | +2.01% | -2.68% | |
| 13 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.00% | — | +3.60% | |
| 14 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 1.82% | — | -1.27% | |
| 15 | CSGP | Costar Group Inc | 股票-房地产 | 1.57% | -0.70% | EXIT | |
| 16 | AXON | Axon Enterprise Inc | 股票-工业 | 1.53% | -0.62% | EXIT | |
| 17 | BRO | Brown & Brown Inc | 股票-金融 | 1.52% | -0.93% | EXIT | |
| 18 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.52% | — | +3.99% | |
| 19 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.35% | — | +2.49% | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 1.33% | -0.80% | EXIT | |
| 21 | BR | Broadridge Financial Solutio | 股票-科技 | 1.22% | -0.81% | EXIT | |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.15% | — | +4.15% | |
| 23 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-其他 | 1.12% | -1.01% | EXIT | |
| 24 | MRNA | Moderna Inc | 股票-医疗保健 | 1.10% | — | — | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.09% | +1.79% | +82.68% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.78% | EXIT | |
| 27 | WSO | Watsco Inc | 股票-工业 | 1.05% | -0.53% | EXIT | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | -0.99% | EXIT | |
| 29 | ADSK | Autodesk Inc | 股票-科技 | 1.03% | -0.76% | EXIT | |
| 30 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 1.00% | -0.43% | EXIT | |
| 31 | AMT | American Tower CORP | 股票-房地产 | 0.94% | -0.54% | EXIT | |
| 32 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.92% | -0.64% | EXIT | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.91% | +2.64% | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.88% | -0.52% | EXIT | |
| 35 | BN | Brookfield CORP | 股票-金融 | 0.88% | — | -0.45% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.86% | -0.17% | EXIT | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.85% | — | -0.89% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.81% | -2.79% | EXIT | |
| 39 | AON | Aon plc | 股票-金融 | 0.76% | — | -1.22% | |
| 40 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.75% | -0.87% | EXIT | |
| 41 | HHH | Howard Hughes Holdings Inc | 股票-房地产 | 0.75% | -0.62% | EXIT | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.75% | -0.86% | EXIT | |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.74% | — | -32.59% | |
| 44 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.74% | +4.19% | -3.16% | |
| 45 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.73% | +0.95% | +5.39% | |
| 46 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 0.73% | -1.22% | EXIT | |
| 47 | WAT | Waters CORP | 股票-医疗保健 | 0.73% | -0.59% | EXIT | |
| 48 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 0.72% | -1.97% | EXIT | |
| 49 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.72% | -0.62% | EXIT | |
| 50 | MKL | Markel Group Inc | 股票-金融 | 0.70% | -0.72% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MRNA | Moderna Inc | +1.1% | NEW | 新建仓 |
| 2 | META | Meta Platforms Inc-class A | +1.1% | -2.81% | 减仓 |
| 3 | ADSK | Autodesk Inc | +1% | NEW | 新建仓 |
| 4 | VRTX | Vertex Pharmaceuticals Inc | +0.9% | NEW | 新建仓 |
| 5 | DHR | Danaher CORP | +0.8% | +128.42% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.7% | -2.96% | 减仓 |
| 7 | TOST | Toast Inc-class A | +0.6% | NEW | 新建仓 |
| 8 | SBAC | SBA Communications Corporation | +0.5% | NEW | 新建仓 |
| 9 | CSGP | Costar Group Inc | +0.5% | +38.41% | 加仓 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.5% | +82.68% | 加仓 |
| 11 | GMED | Globus Medical Inc - A | +0.5% | NEW | 新建仓 |
| 12 | NFLX | Netflix Inc | +0.3% | -2.68% | 减仓 |
| 13 | GWRE | Guidewire Software Inc | +0.3% | NEW | 新建仓 |
| 14 | DV | Doubleverify Holdings Inc | +0.3% | NEW | 新建仓 |
| 15 | CRM | Salesforce Inc | +0.3% | -2.84% | 减仓 |
| 16 | ICLR | ICON Public Limited Company | +0.2% | -1.27% | 减仓 |
| 17 | MA | Mastercard Inc - A | +0.2% | -2.25% | 减仓 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.76% | 减仓 |
| 19 | SWAVUSD | Shockwave Medical Inc | +0.2% | +0.19% | 加仓 |
| 20 | EMN | Eastman Chemical Co | +0.2% | +34.66% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -2.65% | 减仓 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.53% | 减仓 |
| 23 | MSFT | Microsoft CORP | +0.1% | +0.45% | 加仓 |
| 24 | ALRM | Alarm.com Holdings Inc | +0.1% | -0.74% | 减仓 |
| 25 | HQY | Healthequity Inc | +0.1% | -1.28% | 减仓 |
| 26 | BRO | Brown & Brown Inc | +0.1% | -12.86% | 减仓 |
| 27 | FAST | Fastenal Co | +0.1% | -0.45% | 减仓 |
| 28 | BSCP | Invesco Bulletshares 2025 Cb | +0.1% | +4.31% | 加仓 |
| 29 | TEAM | Atlassian Corp-cl A | -0.1% | -0.93% | 减仓 |
| 30 | QTWO | Q2 Holdings Inc | -0.1% | -40.41% | 减仓 |
| 31 | HHH | Howard Hughes Holdings Inc | -0.2% | -0.25% | 减仓 |
| 32 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -32.97% | 减仓 |
| 33 | TMFM | Motley Fool Mid-cap Growth | -0.2% | EXIT | 清仓 |
| 34 | PAYC | Paycom Software Inc | -0.2% | EXIT | 清仓 |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.2% | -23.36% | 减仓 |
| 36 | MELI | Mercadolibre Inc | -0.2% | -3.15% | 减仓 |
| 37 | CGNX | Cognex CORP | -0.3% | EXIT | 清仓 |
| 38 | MKL | Markel Group Inc | -0.3% | -33.55% | 减仓 |
| 39 | BMRN | Biomarin Pharmaceutical Inc | -0.3% | -2.46% | 减仓 |
| 40 | ✓ | Banco Latinoamericano Come | -0.3% | -86.77% | 减仓 |
| 41 | EWY | Ishares Msci South Korea ETF | -0.3% | EXIT | 清仓 |
| 42 | TMFG | Motley Fool Global Opp | -0.4% | EXIT | 清仓 |
| 43 | PCTY | Paylocity Holding CORP | -0.4% | EXIT | 清仓 |
| 44 | BSCR | Invesco Bulletshares 2027 Cb | -0.4% | -32.59% | 减仓 |
| 45 | COST | Costco Wholesale CORP | -0.4% | -57.88% | 减仓 |
| 46 | LCII | Lci Industries | -0.5% | EXIT | 清仓 |
| 47 | MBB | Ishares Mbs ETF | -0.7% | EXIT | 清仓 |
| 48 | PANW | Palo Alto Networks Inc | -1.3% | -24.99% | 减仓 |
| 49 | PYPL | Paypal Holdings Inc | -1.5% | EXIT | 清仓 |
| 50 | SPLKCHF | Splunk Inc | -2.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Motley Fool Wealth Management, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$658.6万，共申报了 123 个公开持股仓位。
在 Q1 2024 季度，Motley Fool Wealth Management, LLC 按市值排列的前三大核心持股分别为：AMZN (5.6%)、META (4.5%)、GOOG (3.5%)。其中最大持股仓位 AMZN 占据整体投资组合约 5.6% 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。
本季最大新建仓标的
MRNA
市值: US$2131.7万
本季最大获利了结 / 清仓标的
SPLKCHF
前期市值: US$5558.1万
在 Q1 2024 季度中，Motley Fool Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 7 个仓位、减仓 25 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 MRNA。 本季清仓仓位包含 SPLKCHF。
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。