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: 0001820593
申报总市值
US$4.3亿
US$4.3亿
115 檔
25.0%
Q2 2024 季度申报显示，Navalign, LLC 披露的美股组合总市值为 US$4.3亿，涵盖 115 个不同之权益投资仓位。
在 Q2 2024 期间，Navalign, LLC 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，Navalign, LLC 的前 5 大核心持股（包含 FBND, SCHP, AAPL 等）合计占整体申报市值的 25.0%，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 | FBND | Fidelity Total Bond ETF | ETF-其他 | 8.63% | -0.37% | +9.14% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 7.43% | -0.17% | +5.36% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.41% | +0.29% | -9.02% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.98% | +0.45% | +6.88% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 5.44% | +0.46% | +0.04% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 5.37% | -5.64% | +5.79% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.30% | +0.02% | +1.88% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-其他 | 4.10% | -0.79% | +2.62% | |
| 9 | UCON | First Trust Smith Unconstrai | ETF-其他 | 3.91% | -0.14% | +7.02% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.19% | +0.06% | +0.09% | |
| 11 | CMF | Ishares California Muni Bond | ETF-其他 | 2.26% | -0.17% | +16.73% | |
| 12 | AMGN | Amgen Inc | 股票-医疗保健 | 2.25% | -0.10% | -6.82% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.07% | +0.08% | +858.82% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.01% | +5.68% | NEW | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.00% | +0.06% | +7.10% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.82% | +0.06% | +6.72% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.26% | +0.09% | +37.66% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.09% | -0.10% | +1.02% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | +0.13% | -0.44% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.01% | +0.49% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | +0.05% | +1.79% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.85% | +0.06% | +2.04% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +0.08% | -1.23% | |
| 24 | MCK | Mckesson CORP | 股票-医疗保健 | 0.67% | -0.12% | +0.94% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.64% | — | +3.71% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.64% | -0.02% | +0.55% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.62% | -0.06% | +2.21% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.02% | +1.95% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | +0.10% | — | |
| 30 | UBER | Uber Technologies Inc | 股票-工业 | 0.57% | -0.03% | +5.37% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | -0.01% | +3.98% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.53% | -0.14% | +1.71% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.50% | — | +2.77% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.50% | +0.29% | +1.15% | |
| 35 | CI | THE Cigna Group | 股票-医疗保健 | 0.49% | -0.01% | +2.63% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | -0.02% | +8.54% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | +0.01% | +1.21% | |
| 38 | BLKCHF | Blackrock Inc | 股票-其他 | 0.47% | — | +4.32% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | +0.05% | -1.15% | |
| 40 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.44% | -0.06% | +3.37% | |
| 41 | HON | Honeywell International Inc | 股票-工业 | 0.44% | -0.37% | EXIT | |
| 42 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.43% | — | +2.97% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.41% | +0.01% | +4.18% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.40% | +0.04% | +1.08% | |
| 45 | TEL | TE Connectivity plc | 股票-科技 | 0.40% | — | +3.91% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | +0.03% | +6.65% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | +0.02% | +3.85% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.38% | -0.01% | +2.74% | |
| 49 | COF | Capital One Financial CORP | 股票-金融 | 0.38% | — | +2.32% | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.35% | -0.01% | +7.57% |
根据 SEC 官方 Form 13F 申报备案，Navalign, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$4.3亿，共申报了 115 个公开持股仓位。
在 Q2 2024 季度，Navalign, LLC 按市值排列的前三大核心持股分别为：FBND (8.6%)、SCHP (7.4%)、AAPL (6.4%)。其中最大持股仓位 FBND 占据整体投资组合约 8.6% 的权重。
在 Q2 2024 季度中，Navalign, LLC 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。
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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。
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。