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
24.8%
Q4 2024 季度申报显示，Northeast Investment Management 披露的美股组合总市值为 US$27.1亿，涵盖 182 个不同之权益投资仓位。
在 Q4 2024，Northeast Investment Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 1 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，Northeast Investment Management 的前 5 大核心持股（包含 NVDA, AAPL, AMZN 等）合计占整体申报市值的 24.8%，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 | 7.54% | +0.07% | -3.09% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.38% | +0.21% | -1.16% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.40% | +0.63% | -0.59% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.88% | -0.34% | +0.29% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.64% | +0.54% | -1.44% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.90% | -0.64% | -1.13% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.60% | +0.03% | -0.99% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.80% | -0.19% | -0.58% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.71% | -0.29% | +3.56% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.48% | +0.10% | +35.14% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | -0.02% | -0.88% | |
| 12 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.07% | -0.53% | +3.10% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.00% | -0.16% | -0.31% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 1.94% | -0.01% | -1.70% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.94% | -0.03% | EXIT | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.83% | +0.34% | +4.34% | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.80% | -0.26% | -0.11% | |
| 18 | DHR | Danaher CORP | 股票-医疗保健 | 1.78% | -0.14% | -1.29% | |
| 19 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 1.77% | +0.44% | -0.46% | |
| 20 | BX | Blackstone Inc | 股票-金融 | 1.68% | -0.24% | -1.89% | |
| 21 | AMT | American Tower CORP | 股票-房地产 | 1.44% | -0.21% | -3.92% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.43% | -0.37% | +2.66% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.31% | -0.22% | -0.56% | |
| 24 | HON | Honeywell International Inc | 股票-工业 | 1.28% | -0.93% | EXIT | |
| 25 | WM | Waste Management Inc | 股票-工业 | 1.19% | -0.20% | +2.92% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | -0.13% | -4.56% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.14% | -0.07% | +3.45% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.10% | -0.23% | -1.29% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | +0.10% | +16.54% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 1.08% | -0.12% | EXIT | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 1.04% | +0.65% | -16.87% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | +0.11% | +1.97% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | +0.10% | -3.43% | |
| 34 | URI | United Rentals Inc | 股票-工业 | 0.90% | +0.36% | +7.96% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.34% | -2.35% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.80% | -0.08% | -15.54% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.79% | +0.01% | +2.53% | |
| 38 | BLK | Blackrock Inc | 股票-金融 | 0.78% | -0.08% | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | -0.06% | -0.56% | |
| 40 | DE | Deere & Co | 股票-工业 | 0.74% | — | -7.11% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.24% | -4.04% | |
| 42 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.64% | -0.06% | +42.73% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.59% | -0.09% | -5.19% | |
| 44 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.54% | -0.02% | -0.05% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.51% | +0.08% | +4.92% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.47% | -0.09% | -0.13% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.46% | +0.95% | +160.30% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | -0.03% | -5.46% | |
| 49 | TSLA | Tesla Inc | 股票-周期性消费 | 0.42% | +0.02% | -0.10% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.41% | +0.01% | -1.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.8% | NEW | 新建仓 |
| 2 | AMZN | Amazon.com Inc | +0.7% | -0.59% | 减仓 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | +35.14% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.44% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | -3.09% | 减仓 |
| 6 | V | Visa Inc-class A Shares | +0.4% | -0.99% | 减仓 |
| 7 | AAPL | Apple Inc | +0.4% | -1.16% | 减仓 |
| 8 | NOW | Servicenow Inc | +0.3% | +21.25% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -0.88% | 减仓 |
| 10 | NFLX | Netflix Inc | +0.2% | +72.99% | 加仓 |
| 11 | TJX | Tjx Companies Inc | +0.2% | +42.73% | 加仓 |
| 12 | WMT | Walmart Inc | +0.2% | +2.66% | 加仓 |
| 13 | ISRG | Intuitive Surgical Inc | +0.2% | +3.10% | 加仓 |
| 14 | VB | Vanguard Small-cap ETF | +0.2% | +16.54% | 加仓 |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | +1.97% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.2% | -0.10% | 减仓 |
| 17 | BX | Blackstone Inc | +0.1% | -1.89% | 减仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +3.56% | 加仓 |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +160.30% | 加仓 |
| 20 | SPOT | Spotify Technology S.A. | +0.1% | +27.14% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -3.43% | 减仓 |
| 22 | HON | Honeywell International Inc | +0.1% | -2.36% | 减仓 |
| 23 | COST | Costco Wholesale CORP | +0.1% | -1.13% | 减仓 |
| 24 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +4.92% | 加仓 |
| 25 | SLB | Slb LTD | -0.1% | -34.37% | 减仓 |
| 26 | URI | United Rentals Inc | -0.1% | +7.96% | 加仓 |
| 27 | PFE | Pfizer Inc | -0.1% | -36.46% | 减仓 |
| 28 | SHW | Sherwin-williams Co/the | -0.1% | -0.05% | 减仓 |
| 29 | VEA | Vanguard Ftse Developed ETF | -0.1% | -5.93% | 减仓 |
| 30 | ACN | Accenture plc | -0.1% | -2.15% | 减仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.58% | 减仓 |
| 32 | UPS | United Parcel Service-cl B | -0.1% | -29.33% | 减仓 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -1.29% | 减仓 |
| 34 | PEP | Pepsico Inc | -0.1% | -5.19% | 减仓 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -2.35% | 减仓 |
| 36 | MSFT | Microsoft CORP | -0.1% | +0.29% | 加仓 |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -29.28% | 减仓 |
| 38 | ABBNY | Abb Ltd-spon Adr | -0.2% | -0.46% | 减仓 |
| 39 | LLY | Eli Lilly & Co | -0.2% | +4.34% | 加仓 |
| 40 | LOW | Lowe's Cos Inc | -0.2% | -0.11% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -4.56% | 减仓 |
| 42 | UNP | Union Pacific CORP | -0.2% | -1.70% | 减仓 |
| 43 | NEE | Nextera Energy Inc | -0.3% | -0.56% | 减仓 |
| 44 | NKE | Nike Inc -cl B | -0.4% | -56.01% | 减仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.4% | -0.31% | 减仓 |
| 46 | DHR | Danaher CORP | -0.4% | -1.29% | 减仓 |
| 47 | ADBE | Adobe Inc | -0.5% | -84.21% | 减仓 |
| 48 | AMT | American Tower CORP | -0.5% | -3.92% | 减仓 |
| 49 | ASML | ASML Holding N.V. | -0.5% | -16.87% | 减仓 |
| 50 | BLKCHF | Blackrock Inc | -0.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Northeast Investment Management 在 Q4 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 Q4 2024 季度，Northeast Investment Management 按市值排列的前三大核心持股分别为：NVDA (7.5%)、AAPL (7.4%)、AMZN (5.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.5% 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
BLK
市值: US$1768.3万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$1674.4万
在 Q4 2024 季度中，Northeast Investment Management 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 15 个仓位、减仓 33 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。