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: 0001082215
申报总市值
US$27.1亿
US$27.1亿
182 檔
23.5%
截至 Q2 2024 季度末，Northeast Investment Management 的美股持仓估值约为 US$27.1亿，全数申报仓位共有 182 档。
在 Q2 2024 期间，Northeast Investment Management 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，Northeast Investment Management 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 23.5%，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 | NVDA | Nvidia CORP | 股票-科技 | 7.84% | +0.07% | +859.11% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.70% | +0.21% | -0.44% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.47% | -0.34% | +1.11% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.09% | +0.63% | -0.64% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.85% | +0.54% | -0.67% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.91% | -0.64% | -0.71% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.22% | +0.03% | -1.25% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.69% | -0.19% | -1.11% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.34% | -0.29% | +1.02% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.26% | -0.16% | -0.54% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.15% | +0.34% | +8.14% | |
| 12 | UNP | Union Pacific CORP | 股票-工业 | 2.09% | -0.01% | -1.59% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 2.09% | -0.14% | -0.18% | |
| 14 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 1.96% | +0.44% | -0.51% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | -0.02% | -0.39% | |
| 16 | ASML | ASML Holding N.V. | 股票-科技 | 1.88% | +0.65% | +6.48% | |
| 17 | ACN | Accenture plc | 股票-科技 | 1.82% | -0.03% | EXIT | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.74% | -0.53% | +4.88% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.73% | +0.10% | +5.86% | |
| 20 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.71% | -0.26% | -0.54% | |
| 21 | AMT | American Tower CORP | 股票-房地产 | 1.67% | -0.21% | -2.43% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.38% | -0.22% | +0.21% | |
| 23 | HON | Honeywell International Inc | 股票-工业 | 1.35% | -0.93% | EXIT | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | -0.13% | -3.25% | |
| 25 | BX | Blackstone Inc | 股票-金融 | 1.29% | -0.24% | +0.62% | |
| 26 | WM | Waste Management Inc | 股票-工业 | 1.18% | -0.20% | +10.06% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.09% | -0.07% | +6.90% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 1.08% | -0.37% | +2.63% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.05% | -0.23% | -2.89% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.34% | +1.30% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.01% | -0.08% | -1.80% | |
| 32 | DE | Deere & Co | 股票-工业 | 1.00% | — | -3.21% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.99% | +0.10% | -1.53% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.88% | -0.24% | -0.15% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.86% | +0.10% | +9.65% | |
| 36 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.84% | +0.11% | -0.82% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | -0.06% | -2.77% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.75% | +0.01% | -3.84% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.74% | -0.09% | -2.22% | |
| 40 | URI | United Rentals Inc | 股票-工业 | 0.72% | +0.36% | +52.52% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.69% | — | -3.92% | |
| 42 | BLKCHF | Blackrock Inc | 股票-其他 | 0.66% | — | -1.98% | |
| 43 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.64% | -0.04% | -11.41% | |
| 44 | NOW | Servicenow Inc | 股票-科技 | 0.54% | -0.12% | EXIT | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.50% | -0.02% | -1.92% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.47% | -0.09% | -1.41% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.46% | +0.02% | +27.61% | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.45% | +0.08% | +52.20% | |
| 49 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.44% | — | -0.82% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.42% | +0.01% | — |
根据 SEC 官方 Form 13F 申报备案，Northeast Investment Management 在 Q2 2024 季度的美股持仓总市值约为 US$27.1亿，共申报了 182 个公开持股仓位。
在 Q2 2024 季度，Northeast Investment Management 按市值排列的前三大核心持股分别为：NVDA (7.8%)、AAPL (6.7%)、MSFT (5.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.8% 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。
在 Q2 2024 季度中，Northeast Investment Management 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。
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。