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: 0001861159
申报总市值
US$4.5亿
US$4.5亿
36 檔
13.9%
在 Q1 2024 申报期间，O'Neil Global Advisors, Inc.（CIK: 0001861159）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$4.5亿，共持有 36 个公开申报仓位。
在 Q1 2024，O'Neil Global Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 7 个仓位并完全清仓 29 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，O'Neil Global Advisors, Inc. 的前 5 大核心持股（包含 NVDA, VRT, APP 等）合计占整体申报市值的 13.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 42.43% | +1.27% | NEW | |
| 2 | VRT | Vertiv Holdings Co-a | 股票-工业 | 11.84% | — | -1.37% | |
| 3 | APP | Applovin Corp-class A | 股票-科技 | 11.43% | — | — | |
| 4 | ETN | Eaton Corporation plc | 股票-工业 | 7.72% | — | — | |
| 5 | NU | Nu Holdings Ltd. | 股票-金融 | 3.25% | — | +518.13% | |
| 6 | TPG | Tpg Inc | 股票-金融 | 2.54% | — | — | |
| 7 | EDU | New Oriental Educatio-sp Adr | 股票-非周期性消费 | 2.20% | — | +100.62% | |
| 8 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工业 | 1.99% | — | -20.07% | |
| 9 | AXON | Axon Enterprise Inc | 股票-工业 | 1.67% | — | +44.44% | |
| 10 | DASH | Doordash Inc - A | 股票-周期性消费 | 1.51% | — | -0.34% | |
| 11 | WING | Wingstop Inc | 股票-周期性消费 | 1.44% | — | -20.70% | |
| 12 | COIN | Coinbase Global Inc -class A | 股票-金融 | 1.30% | — | +24.43% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.82% | +4.13% | NEW | |
| 14 | CAVA | Cava Group Inc | 股票-周期性消费 | 0.81% | — | — | |
| 15 | UBER | Uber Technologies Inc | 股票-工业 | 0.79% | — | -58.09% | |
| 16 | NTNX | Nutanix Inc - A | 股票-科技 | 0.78% | — | -19.33% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | — | -90.99% | |
| 18 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.71% | — | -59.05% | |
| 19 | XYZ | Block Inc | 股票-金融 | 0.71% | +1.10% | NEW | |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.54% | — | — | |
| 21 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 0.44% | +4.23% | NEW | |
| 22 | OSK | Oshkosh CORP | 股票-工业 | 0.37% | — | +7.24% | |
| 23 | SWAVUSD | Shockwave Medical Inc | 股票-其他 | 0.33% | — | — | |
| 24 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.33% | +0.06% | NEW | |
| 25 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.31% | — | — | |
| 26 | NBIX | Neurocrine Biosciences Inc | 股票-医疗保健 | 0.31% | — | +17.92% | |
| 27 | MNDY | monday.com Ltd. | 股票-科技 | 0.31% | — | — | |
| 28 | MTH | Meritage Homes CORP | 股票-周期性消费 | 0.30% | — | — | |
| 29 | INFA1EUR | Informatica Inc - Class A | 股票-其他 | 0.28% | — | — | |
| 30 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 0.28% | — | — | |
| 31 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.28% | — | -20.72% | |
| 32 | CLF | Cleveland-cliffs Inc | 股票-原材料 | 0.28% | — | — | |
| 33 | VRNS | Varonis Systems Inc | 股票-科技 | 0.27% | — | — | |
| 34 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.27% | — | — | |
| 35 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.25% | — | — | |
| 36 | FNB | Fnb CORP | 股票-金融 | 0.22% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APP | Applovin Corp-class A | +11.4% | NEW | 新建仓 |
| 2 | VRT | Vertiv Holdings Co-a | +8.5% | -1.37% | 减仓 |
| 3 | ETN | Eaton Corporation plc | +7.7% | NEW | 新建仓 |
| 4 | NU | Nu Holdings Ltd. | +3.1% | +518.13% | 加仓 |
| 5 | TPG | Tpg Inc | +2.5% | NEW | 新建仓 |
| 6 | EDU | New Oriental Educatio-sp Adr | +1.8% | +100.62% | 加仓 |
| 7 | AXON | Axon Enterprise Inc | +1.2% | +44.44% | 加仓 |
| 8 | DASH | Doordash Inc - A | +1% | -0.34% | 减仓 |
| 9 | COIN | Coinbase Global Inc -class A | +1% | +24.43% | 加仓 |
| 10 | CAVA | Cava Group Inc | +0.8% | NEW | 新建仓 |
| 11 | XYZ | Block Inc | +0.7% | NEW | 新建仓 |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | +81.81% | 加仓 |
| 13 | FBTC | Fidelity Wise Origin Bitcoin | +0.5% | NEW | 新建仓 |
| 14 | SWAVUSD | Shockwave Medical Inc | +0.3% | NEW | 新建仓 |
| 15 | DKNG | Draftkings Inc-cl A | +0.3% | NEW | 新建仓 |
| 16 | MNDY | monday.com Ltd. | +0.3% | NEW | 新建仓 |
| 17 | UBER | Uber Technologies Inc | +0.1% | -58.09% | 减仓 |
| 18 | ANETEUR | Arista Networks Inc | 0% | -59.05% | 减仓 |
| 19 | DT | Dynatrace Inc | -0.1% | EXIT | 清仓 |
| 20 | BRZE | Braze Inc-a | -0.2% | EXIT | 清仓 |
| 21 | ATI | Ati Inc | -0.2% | EXIT | 清仓 |
| 22 | WWD | Woodward Inc | -0.2% | EXIT | 清仓 |
| 23 | PANW | Palo Alto Networks Inc | -0.2% | EXIT | 清仓 |
| 24 | CMG | Chipotle Mexican Grill Inc | -0.2% | EXIT | 清仓 |
| 25 | CPRT | Copart Inc | -0.2% | EXIT | 清仓 |
| 26 | TDG | Transdigm Group Inc | -0.2% | EXIT | 清仓 |
| 27 | MELI | Mercadolibre Inc | -0.2% | EXIT | 清仓 |
| 28 | MANH | Manhattan Associates Inc | -0.2% | EXIT | 清仓 |
| 29 | VOO | Vanguard S&P 500 ETF | -0.3% | EXIT | 清仓 |
| 30 | ARM | Arm Holdings Plc-adr | -0.4% | EXIT | 清仓 |
| 31 | ZS | Zscaler Inc | -0.5% | EXIT | 清仓 |
| 32 | FMX | Fomento Economico Mex-sp Adr | -0.5% | EXIT | 清仓 |
| 33 | BKNG | Booking Holdings Inc | -0.6% | EXIT | 清仓 |
| 34 | MDB | Mongodb Inc | -0.6% | EXIT | 清仓 |
| 35 | DUOL | Duolingo | -0.6% | EXIT | 清仓 |
| 36 | LRCXEUR | Lam Research CORP | -0.6% | EXIT | 清仓 |
| 37 | LULU | Lululemon Athletica Inc | -0.8% | EXIT | 清仓 |
| 38 | JPM | Jpmorgan Chase & Co | -0.8% | EXIT | 清仓 |
| 39 | NOW | Servicenow Inc | -0.9% | EXIT | 清仓 |
| 40 | PDD | Pdd Holdings Inc | -1.3% | EXIT | 清仓 |
| 41 | AFRM | Affirm Holdings Inc | -1.3% | EXIT | 清仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -1.8% | EXIT | 清仓 |
| 43 | AMZN | Amazon.com Inc | -2.3% | EXIT | 清仓 |
| 44 | MSFT | Microsoft CORP | -2.7% | -90.99% | 减仓 |
| 45 | NET | Cloudflare Inc - Class A | -3.4% | -96.43% | 减仓 |
| 46 | AMD | Advanced Micro Devices | -4.2% | EXIT | 清仓 |
| 47 | NVDA | Nvidia CORP | -4.2% | -76.51% | 减仓 |
| 48 | SNOW | Snowflake Inc | -5.5% | EXIT | 清仓 |
| 49 | META | Meta Platforms Inc-class A | -5.7% | EXIT | 清仓 |
| 50 | TSLA | Tesla Inc | -6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，O'Neil Global Advisors, Inc. 在 Q1 2024 季度的美股持仓总市值约为 US$4.5亿，共申报了 36 个公开持股仓位。
在 Q1 2024 季度，O'Neil Global Advisors, Inc. 按市值排列的前三大核心持股分别为：NVDA (42.4%)、VRT (11.8%)、APP (11.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 42.4% 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
APP
市值: US$926.9万
本季最大获利了结 / 清仓标的
TSLA
前期市值: US$1034.2万
在 Q1 2024 季度中，O'Neil Global Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 5 个仓位、减仓 7 个仓位以及清仓 29 个仓位。 其中最大新建仓标的为 APP。 本季清仓仓位包含 TSLA。
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。
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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。