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: 0001962457
申报总市值
US$1.5亿
US$1.5亿
107 檔
18.6%
在 Q4 2024 申报期间，Northern Financial Advisors Inc（CIK: 0001962457）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$1.5亿，共持有 107 个公开申报仓位。
在 Q4 2024，Northern Financial Advisors Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 79 个仓位并完全清仓 4 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，Northern Financial Advisors Inc 的前 5 大核心持股（包含 SPY, AAPL, DIA 等）合计占整体申报市值的 18.6%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.75% | +0.51% | -6.75% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.73% | +0.12% | -4.51% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 3.69% | -0.03% | -10.99% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 3.21% | -0.70% | -6.71% | |
| 5 | NFLX | Netflix Inc | 股票-通信服务 | 3.04% | -1.00% | -6.41% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.94% | +0.37% | -1.87% | |
| 7 | NVR | Nvr Inc | 股票-周期性消费 | 2.93% | -0.10% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | -0.29% | -3.24% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | +0.05% | -2.01% | |
| 10 | AXP | American Express Co | 股票-金融 | 2.11% | +0.02% | -3.22% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.93% | -0.84% | -3.40% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.90% | +0.10% | -3.55% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 1.81% | +0.10% | -3.73% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.72% | +0.21% | -2.49% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.71% | +0.20% | +2.08% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.65% | -0.13% | -3.50% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.50% | +0.05% | -9.63% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.50% | +0.96% | -0.50% | |
| 19 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.26% | +0.05% | -2.71% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.25% | +0.14% | -5.48% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.24% | +0.23% | -19.20% | |
| 22 | HON | Honeywell International Inc | 股票-工业 | 1.23% | -0.98% | EXIT | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | +0.13% | -10.80% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.14% | -3.94% | |
| 25 | VFC | Vf CORP | 股票-周期性消费 | 1.22% | +0.02% | -3.85% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | -0.06% | -14.38% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.16% | -0.01% | -27.19% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 1.16% | +0.16% | -11.80% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.16% | -0.19% | -5.51% | |
| 30 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.14% | -0.26% | -3.19% | |
| 31 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.09% | -0.09% | -6.56% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 1.08% | +0.04% | -0.49% | |
| 33 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.04% | -0.34% | +0.13% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.97% | -0.08% | -9.07% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.97% | -0.05% | +0.51% | |
| 36 | MMM | 3m Co | 股票-工业 | 0.94% | +0.15% | +3.00% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.94% | +0.08% | -20.62% | |
| 38 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.93% | +0.07% | +102.94% | |
| 39 | PGR | Progressive CORP | 股票-金融 | 0.92% | — | -0.10% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.90% | -0.13% | -7.38% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.44% | -1.13% | |
| 42 | EPD | Enterprise Products Partners | 股票-能源 | 0.81% | -0.23% | -4.67% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.81% | -0.27% | -13.51% | |
| 44 | COF | Capital One Financial CORP | 股票-金融 | 0.76% | — | — | |
| 45 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.75% | — | -12.67% | |
| 46 | GD | General Dynamics CORP | 股票-工业 | 0.72% | -0.05% | -2.10% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.69% | +0.02% | -34.23% | |
| 48 | BLK | Blackrock Inc | 股票-金融 | 0.67% | -0.06% | — | |
| 49 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.62% | -0.01% | -10.10% | |
| 50 | T | At&t Inc | 股票-通信服务 | 0.61% | -0.27% | -3.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | -1.87% | 减仓 |
| 2 | BLK | Blackrock Inc | +0.7% | NEW | 新建仓 |
| 3 | NFLX | Netflix Inc | +0.6% | -6.41% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.6% | +102.94% | 加仓 |
| 5 | BMY | Bristol-myers Squibb Co | +0.4% | NEW | 新建仓 |
| 6 | NOW | Servicenow Inc | +0.3% | -3.73% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -2.01% | 减仓 |
| 8 | GILD | Gilead Sciences Inc | +0.3% | NEW | 新建仓 |
| 9 | WMT | Walmart Inc | +0.3% | -6.71% | 减仓 |
| 10 | PFE | Pfizer Inc | +0.3% | NEW | 新建仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | NEW | 新建仓 |
| 12 | PPG | Ppg Industries Inc | +0.3% | NEW | 新建仓 |
| 13 | AAPL | Apple Inc | +0.3% | -4.51% | 减仓 |
| 14 | GS | Goldman Sachs Group Inc | +0.3% | -2.49% | 减仓 |
| 15 | AXP | American Express Co | +0.2% | -3.22% | 减仓 |
| 16 | NVDA | Nvidia CORP | +0.2% | -3.55% | 减仓 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.08% | 加仓 |
| 18 | CI | THE Cigna Group | +0.2% | NEW | 新建仓 |
| 19 | COF | Capital One Financial CORP | +0.2% | — | 不变 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -9.63% | 减仓 |
| 21 | MS | Morgan Stanley | +0.1% | -1.26% | 减仓 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -1.13% | 减仓 |
| 23 | CRM | Salesforce Inc | +0.1% | -3.02% | 减仓 |
| 24 | VFC | Vf CORP | +0.1% | -3.85% | 减仓 |
| 25 | TMUS | T-mobile US Inc | +0.1% | -3.19% | 减仓 |
| 26 | TRV | Travelers Cos Inc/the | +0.1% | -2.71% | 减仓 |
| 27 | EPD | Enterprise Products Partners | +0.1% | -4.67% | 减仓 |
| 28 | SAP | Sap Se-sponsored Adr | +0.1% | -6.56% | 减仓 |
| 29 | CMI | Cummins Inc | +0.1% | — | 不变 |
| 30 | SHW | Sherwin-williams Co/the | +0.1% | +17.09% | 加仓 |
| 31 | HON | Honeywell International Inc | +0.1% | -9.82% | 减仓 |
| 32 | COST | Costco Wholesale CORP | 0% | -5.51% | 减仓 |
| 33 | C | Citigroup Inc | 0% | -4.68% | 减仓 |
| 34 | META | Meta Platforms Inc-class A | 0% | -3.94% | 减仓 |
| 35 | PNC | Pnc Financial Services Group | 0% | +0.05% | 加仓 |
| 36 | T | At&t Inc | 0% | -3.77% | 减仓 |
| 37 | BAC | Bank Of America CORP | 0% | -10.00% | 减仓 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -6.75% | 减仓 |
| 39 | MA | Mastercard Inc - A | 0% | -9.07% | 减仓 |
| 40 | MMM | 3m Co | 0% | +3.00% | 加仓 |
| 41 | GOOG | Alphabet Inc-cl C | 0% | -9.97% | 减仓 |
| 42 | DFUS | Dimensional US Eq Mkt ETF | 0% | +0.14% | 加仓 |
| 43 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +0.27% | 加仓 |
| 44 | PH | Parker Hannifin CORP | 0% | — | 不变 |
| 45 | USB | US Bancorp | 0% | -3.80% | 减仓 |
| 46 | HD | Home Depot Inc | 0% | -0.49% | 减仓 |
| 47 | DE | Deere & Co | 0% | -5.48% | 减仓 |
| 48 | MET | Metlife Inc | 0% | -1.52% | 减仓 |
| 49 | CVX | Chevron CORP | 0% | -0.19% | 减仓 |
| 50 | SU | Suncor Energy Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Northern Financial Advisors Inc 在 Q4 2024 季度的美股持仓总市值约为 US$1.5亿，共申报了 107 个公开持股仓位。
在 Q4 2024 季度，Northern Financial Advisors Inc 按市值排列的前三大核心持股分别为：SPY (8.8%)、AAPL (3.7%)、DIA (3.7%)。其中最大持股仓位 SPY 占据整体投资组合约 8.8% 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。
本季最大新建仓标的
BLK
市值: US$83.2万
本季最大获利了结 / 清仓标的
DOW
前期市值: US$30.8万
在 Q4 2024 季度中，Northern Financial Advisors Inc 共进行了 103 项持仓异动，包含新建仓 7 个仓位、加仓 13 个仓位、减仓 79 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 DOW。
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。