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: 0001512611
申报总市值
US$9.1亿
US$9.1亿
107 檔
26.0%
Q4 2024 季度申报显示，Nelson Capital Management, LLC 披露的美股组合总市值为 US$9.1亿，涵盖 107 个不同之权益投资仓位。
在 Q4 2024，Nelson Capital Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 2 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，Nelson Capital Management, LLC 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 26.0%，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 | NVDA | Nvidia CORP | 股票-科技 | 22.38% | +0.54% | +0.02% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.06% | -0.30% | -2.81% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.14% | +0.03% | +1.76% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.92% | -0.19% | +7.15% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 3.75% | -0.39% | -1.77% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.72% | +0.06% | +0.98% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.24% | +0.06% | -3.46% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.76% | +0.05% | -0.41% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.65% | +0.24% | -2.92% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.30% | +0.99% | +3.37% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.21% | +0.06% | -2.63% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.86% | +0.03% | +23.22% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.85% | +0.17% | +1.15% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | -0.04% | -4.51% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | +0.03% | -1.91% | |
| 16 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.54% | -0.18% | -0.25% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.50% | -0.20% | -5.03% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.37% | -0.09% | -3.79% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.25% | +0.46% | +0.40% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.24% | +0.11% | +0.90% | |
| 21 | QCOM | Qualcomm Inc | 股票-科技 | 1.23% | +0.11% | -1.02% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.08% | +0.08% | -2.63% | |
| 23 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.91% | — | -0.63% | |
| 24 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.89% | -0.13% | -1.20% | |
| 25 | LIN | Linde plc | 股票-原材料 | 0.89% | -0.04% | -2.55% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.17% | -3.20% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 0.83% | -0.06% | -1.98% | |
| 28 | SPGI | S&p Global Inc | 股票-金融 | 0.79% | -0.06% | +4.63% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.77% | — | -3.79% | |
| 30 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.76% | -0.44% | -5.44% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.13% | -3.77% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.72% | +0.03% | -5.05% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 0.70% | -0.10% | -2.39% | |
| 34 | IHAK | Ishares Cybersecurity & Tech | ETF-科技型 | 0.66% | +0.13% | +3.35% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.66% | -0.04% | -0.29% | |
| 36 | AMGN | Amgen Inc | 股票-医疗保健 | 0.65% | -0.52% | -10.70% | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.64% | -0.02% | -1.47% | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.63% | -0.04% | -4.61% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.59% | -0.02% | -4.31% | |
| 40 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | +0.01% | +7.99% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.53% | -0.02% | -3.92% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 0.52% | — | -2.30% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | +0.01% | +1.06% | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 0.50% | -0.02% | +1.04% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | +0.29% | +1011.04% | |
| 46 | MAS | Masco CORP | 股票-工业 | 0.46% | +0.06% | -0.85% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.46% | -0.05% | -0.40% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.45% | -0.05% | +1.78% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.45% | -0.04% | +0.41% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.45% | — | -0.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +0.02% | 加仓 |
| 2 | LLY | Eli Lilly & Co | +0.4% | +1011.04% | 加仓 |
| 3 | TEL | TE Connectivity plc | +0.4% | NEW | 新建仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +23.22% | 加仓 |
| 5 | TPL | Texas Pacific Land CORP | +0.3% | NEW | 新建仓 |
| 6 | AAPL | Apple Inc | +0.3% | +1.76% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.3% | -2.63% | 减仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -2.92% | 减仓 |
| 9 | V | Visa Inc-class A Shares | +0.2% | -1.91% | 减仓 |
| 10 | VUG | Vanguard Growth ETF | +0.1% | NEW | 新建仓 |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +7.15% | 加仓 |
| 12 | BKNG | Booking Holdings Inc | +0.1% | -0.63% | 减仓 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +162.54% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +0.40% | 加仓 |
| 15 | XLK | Ss Technology Select Sector | +0.1% | +3.37% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -4.51% | 减仓 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +94.49% | 加仓 |
| 18 | LECO | Lincoln Electric Holdings | +0.1% | NEW | 新建仓 |
| 19 | CRM | Salesforce Inc | +0.1% | +1.78% | 加仓 |
| 20 | XLF | Ss Financial Select Sector | +0.1% | +7.99% | 加仓 |
| 21 | DIS | Walt Disney Co/the | +0.1% | +1.53% | 加仓 |
| 22 | EMR | Emerson Electric Co | +0.1% | +1.04% | 加仓 |
| 23 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 24 | ADP | Automatic Data Processing | -0.1% | EXIT | 清仓 |
| 25 | KO | Coca-cola Co/the | -0.1% | -2.06% | 减仓 |
| 26 | GIS | General Mills Inc | -0.1% | -2.71% | 减仓 |
| 27 | XYL | Xylem Inc | -0.1% | -1.49% | 减仓 |
| 28 | AEM | Agnico Eagle Mines LTD | -0.1% | -5.44% | 减仓 |
| 29 | XLRE | Ss Real Estate Select Sector | -0.1% | -0.29% | 减仓 |
| 30 | MDT | Medtronic plc | -0.1% | -2.30% | 减仓 |
| 31 | MAS | Masco CORP | -0.1% | -0.85% | 减仓 |
| 32 | ROP | Roper Technologies Inc | -0.1% | -1.98% | 减仓 |
| 33 | ADBE | Adobe Inc | -0.1% | -3.92% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -3.79% | 减仓 |
| 35 | ABBV | Abbvie Inc | -0.1% | -5.05% | 减仓 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -3.20% | 减仓 |
| 37 | VPU | Vanguard Utilities ETF | -0.1% | -0.25% | 减仓 |
| 38 | XLI | Ss Industrial Select Sector | -0.1% | -0.41% | 减仓 |
| 39 | VB | Vanguard Small-cap ETF | -0.1% | -3.46% | 减仓 |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -2.63% | 减仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -3.79% | 减仓 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | -4.61% | 减仓 |
| 43 | LIN | Linde plc | -0.2% | -2.55% | 减仓 |
| 44 | QCOM | Qualcomm Inc | -0.2% | -1.02% | 减仓 |
| 45 | SPTS | Ss Spdr P St Term Tsy ETF | -0.2% | -1.77% | 减仓 |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | +1.15% | 加仓 |
| 47 | AMGN | Amgen Inc | -0.3% | -10.70% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.4% | -2.81% | 减仓 |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.4% | +0.98% | 加仓 |
| 50 | MRK | Merck & Co. Inc. | -0.6% | -84.16% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Nelson Capital Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$9.1亿，共申报了 107 个公开持股仓位。
在 Q4 2024 季度，Nelson Capital Management, LLC 按市值排列的前三大核心持股分别为：NVDA (22.4%)、MSFT (5.1%)、AAPL (4.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 22.4% 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
TEL
市值: US$215.7万
本季最大获利了结 / 清仓标的
ADP
前期市值: US$40.1万
在 Q4 2024 季度中，Nelson Capital Management, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 15 个仓位、减仓 29 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 TEL。 本季清仓仓位包含 ADP。
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。