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: 0001911391
申报总市值
US$1.8亿
US$1.8亿
100 檔
44.9%
在 Q4 2024 申报期间，Nicholas Wealth, LLC.（CIK: 0001911391）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$1.8亿，共持有 100 个公开申报仓位。
在 Q4 2024，Nicholas Wealth, LLC. 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 29 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Nicholas Wealth, LLC. 的前 5 大核心持股（包含 FIAX, GIAX, TSLA 等）合计占整体申报市值的 44.9%，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 | FIAX | Nicholas Fixed Inc Alt ETF | ETF-其他 | 19.13% | -1.92% | +15.60% | |
| 2 | GIAX | Nicholas Glbl Eq Inc ETF | ETF-其他 | 14.00% | -0.04% | +75.03% | |
| 3 | TSLA | Tesla Inc | 股票-周期性消费 | 4.22% | -0.26% | +5.59% | |
| 4 | AFL | Aflac Inc | 股票-金融 | 4.02% | -0.13% | +1.02% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.66% | -0.08% | -22.55% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 2.21% | -0.06% | +25.24% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.34% | +8.83% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.88% | -0.24% | +3.69% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.87% | -0.20% | +9.54% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.87% | -0.13% | +8.38% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.56% | -0.26% | -7.23% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.27% | -0.16% | +7.95% | |
| 13 | ZHDG | Zega Buy And Hedge ETF | ETF-其他 | 1.23% | -0.04% | -71.33% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | -1.21% | EXIT | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.13% | -0.12% | +21.64% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | -0.12% | +14.13% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.11% | -0.10% | +19.69% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.06% | -0.02% | +20.55% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.94% | -0.31% | +20.05% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.93% | -0.27% | -17.78% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.02% | +186.21% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.03% | +13.76% | |
| 23 | DAL | Delta Air Lines Inc | 股票-工业 | 0.83% | — | +23.92% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | — | +21.10% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 0.80% | — | +21.91% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | -0.05% | +22.30% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.72% | -0.22% | +12.19% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.09% | +13.30% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.13% | +13.00% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 0.68% | — | +16.60% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | — | +171.94% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.66% | +0.01% | +15.72% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.65% | +0.43% | +17.33% | |
| 34 | XYZ | Block Inc | 股票-金融 | 0.65% | — | +14.71% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.64% | -0.04% | +19.77% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.64% | -0.09% | +17.39% | |
| 37 | ARES | Ares Management CORP - A | 股票-金融 | 0.63% | +0.04% | +16.79% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.03% | +20.21% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | +0.13% | NEW | |
| 40 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.62% | -0.58% | +16.02% | |
| 41 | CAT | Caterpillar Inc | 股票-工业 | 0.60% | +0.19% | NEW | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | -0.18% | +24.07% | |
| 43 | ✓ | Tidal Tr Ii | 股票-其他 | 0.56% | — | +26.67% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.10% | +3.30% | |
| 45 | UBER | Uber Technologies Inc | 股票-工业 | 0.55% | -0.12% | +25.27% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.55% | +1.96% | — | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.54% | -0.10% | +1.17% | |
| 48 | VLO | Valero Energy CORP | 股票-能源 | 0.53% | -0.44% | +38.93% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.53% | — | +25.10% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | -0.01% | +13.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GIAX | Nicholas Glbl Eq Inc ETF | +4.2% | +75.03% | 加仓 |
| 2 | TSLA | Tesla Inc | +1.2% | +5.59% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +186.21% | 加仓 |
| 4 | MU | Micron Technology Inc | +0.6% | NEW | 新建仓 |
| 5 | SMCI | Super Micro Computer Inc | +0.5% | NEW | 新建仓 |
| 6 | LLY | Eli Lilly & Co | +0.4% | +171.94% | 加仓 |
| 7 | AMD | Advanced Micro Devices | +0.3% | +300.58% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.3% | +14.13% | 加仓 |
| 9 | DAL | Delta Air Lines Inc | +0.2% | +23.92% | 加仓 |
| 10 | APP | Applovin Corp-class A | +0.2% | NEW | 新建仓 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | -17.78% | 减仓 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +8.38% | 加仓 |
| 13 | UPS | United Parcel Service-cl B | +0.2% | NEW | 新建仓 |
| 14 | NFLX | Netflix Inc | +0.2% | +21.91% | 加仓 |
| 15 | GFL | Gfl Environmental Inc-sub Vt | +0.1% | NEW | 新建仓 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +21.10% | 加仓 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +17.33% | 加仓 |
| 18 | XYZ | Block Inc | +0.1% | +14.71% | 加仓 |
| 19 | FIX | Comfort Systems USA Inc | +0.1% | NEW | 新建仓 |
| 20 | FISV | Fiserv Inc | +0.1% | NEW | 新建仓 |
| 21 | CVX | Chevron CORP | +0.1% | NEW | 新建仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +13.76% | 加仓 |
| 23 | MS | Morgan Stanley | +0.1% | +15.72% | 加仓 |
| 24 | HD | Home Depot Inc | +0.1% | +25.24% | 加仓 |
| 25 | BAC | Bank Of America CORP | +0.1% | +20.21% | 加仓 |
| 26 | CRM | Salesforce Inc | +0.1% | +13.00% | 加仓 |
| 27 | NOW | Servicenow Inc | +0.1% | +16.60% | 加仓 |
| 28 | NVDA | Nvidia CORP | +0.1% | +9.54% | 加仓 |
| 29 | ARES | Ares Management CORP - A | +0.1% | +16.79% | 加仓 |
| 30 | VLO | Valero Energy CORP | +0.1% | +38.93% | 加仓 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +22.30% | 加仓 |
| 32 | WMT | Walmart Inc | +0.1% | +12.19% | 加仓 |
| 33 | CF | Cf Industries Holdings Inc | +0.1% | +16.02% | 加仓 |
| 34 | CSCO | Cisco Systems Inc | +0.1% | +13.30% | 加仓 |
| 35 | SLB | Slb LTD | +0.1% | +37.62% | 加仓 |
| 36 | META | Meta Platforms Inc-class A | 0% | +7.95% | 加仓 |
| 37 | ICE | Intercontinental Exchange In | -0.1% | EXIT | 清仓 |
| 38 | MCD | Mcdonald's CORP | -0.1% | EXIT | 清仓 |
| 39 | IEX | Idex CORP | -0.1% | EXIT | 清仓 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.2% | EXIT | 清仓 |
| 41 | MINT | Pimco Enhanced Short Maturit | -0.2% | EXIT | 清仓 |
| 42 | AXNX* | Axonics Inc | -0.2% | EXIT | 清仓 |
| 43 | SMCIUSD | Super Micro Computer Inc | -0.3% | EXIT | 清仓 |
| 44 | MCK | Mckesson CORP | -0.4% | EXIT | 清仓 |
| 45 | ON | On Semiconductor | -0.5% | EXIT | 清仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.5% | -71.53% | 减仓 |
| 47 | FIAX | Nicholas Fixed Inc Alt ETF | -0.6% | +15.60% | 加仓 |
| 48 | MRK | Merck & Co. Inc. | -0.6% | EXIT | 清仓 |
| 49 | AFL | Aflac Inc | -1% | +1.02% | 加仓 |
| 50 | ZHDG | Zega Buy And Hedge ETF | -3.8% | -71.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Nicholas Wealth, LLC. 在 Q4 2024 季度的美股持仓总市值约为 US$1.8亿，共申报了 100 个公开持股仓位。
在 Q4 2024 季度，Nicholas Wealth, LLC. 按市值排列的前三大核心持股分别为：FIAX (19.1%)、GIAX (14.0%)、TSLA (4.2%)。其中最大持股仓位 FIAX 占据整体投资组合约 19.1% 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
MU
市值: US$101.8万
本季最大获利了结 / 清仓标的
MRK
前期市值: US$95.7万
在 Q4 2024 季度中，Nicholas Wealth, LLC. 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 29 个仓位、减仓 3 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 MU。 本季清仓仓位包含 MRK。
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。