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: 0001726375
申报总市值
US$3.1亿
US$3.1亿
102 檔
28.1%
根据最新整理的 13F 季度数据集，Oak Asset Management, LLC 于 Q4 2024 结束时的管理资产规模为 US$3.1亿。该机构在本季度申报了 102 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Oak Asset Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 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，Oak Asset Management, LLC 的前 5 大核心持股（包含 AAPL, AMGN, NVDA 等）合计占整体申报市值的 28.1%，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 | AAPL | Apple Inc | 股票-科技 | 13.80% | +0.49% | -0.58% | |
| 2 | AMGN | Amgen Inc | 股票-医疗保健 | 5.83% | -0.31% | +0.96% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.85% | +0.28% | -0.53% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 4.37% | -1.45% | -0.18% | |
| 5 | QCOM | Qualcomm Inc | 股票-科技 | 3.52% | +0.85% | -0.54% | |
| 6 | RTX | Rtx CORP | 股票-工业 | 3.12% | -0.39% | -0.14% | |
| 7 | FAST | Fastenal Co | 股票-工业 | 2.55% | -0.12% | -1.05% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.44% | +0.21% | -1.13% | |
| 9 | SYK | Stryker CORP | 股票-医疗保健 | 2.43% | -0.20% | -1.49% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 2.26% | — | -0.61% | |
| 11 | FDX | Fedex CORP | 股票-工业 | 2.11% | -0.50% | -0.45% | |
| 12 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.98% | -0.23% | -0.48% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.98% | -0.35% | -0.97% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.96% | +0.08% | -0.31% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | +0.07% | -0.83% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | +0.05% | +1.52% | |
| 17 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.53% | -0.19% | -0.94% | |
| 18 | ICE | Intercontinental Exchange In | 股票-金融 | 1.51% | -0.36% | -0.97% | |
| 19 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.44% | -0.06% | +0.40% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | -0.09% | -2.41% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.38% | -0.22% | -0.07% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.38% | — | -0.61% | |
| 23 | TGT | Target CORP | 股票-周期性消费 | 1.24% | -0.02% | +4.11% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.18% | -0.06% | -0.45% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 1.17% | -0.19% | +2.99% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.15% | -0.08% | -5.50% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.13% | -0.18% | -0.06% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.07% | — | -0.19% | |
| 29 | NSC | Norfolk Southern CORP | 股票-工业 | 1.04% | -0.03% | -1.02% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.01% | +0.01% | +0.28% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.45% | — | |
| 32 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.92% | +0.38% | -30.08% | |
| 33 | AMT | American Tower CORP | 股票-房地产 | 0.89% | -0.10% | -1.35% | |
| 34 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.85% | +0.09% | -0.15% | |
| 35 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.83% | -0.02% | — | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.83% | +0.13% | — | |
| 37 | CAT | Caterpillar Inc | 股票-工业 | 0.82% | +0.41% | -0.41% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.81% | +0.23% | +0.22% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.80% | +0.17% | — | |
| 40 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.78% | +0.02% | -0.16% | |
| 41 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.69% | -0.16% | -2.26% | |
| 42 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.68% | -0.13% | +20.44% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.23% | -0.15% | |
| 44 | WM | Waste Management Inc | 股票-工业 | 0.66% | -0.09% | — | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | +0.18% | — | |
| 46 | CTAS | Cintas CORP | 股票-工业 | 0.61% | -0.03% | -0.39% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.58% | +0.81% | -41.71% | |
| 48 | MCHP | Microchip Technology Inc | 股票-科技 | 0.57% | +0.21% | -0.51% | |
| 49 | ITW | Illinois Tool Works | 股票-工业 | 0.55% | -0.02% | — | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | -0.07% | +0.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.4% | -0.58% | 减仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | -0.53% | 减仓 |
| 3 | V | Visa Inc-class A Shares | +0.3% | -0.31% | 减仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -0.83% | 减仓 |
| 5 | AMZN | Amazon.com Inc | +0.2% | -0.19% | 减仓 |
| 6 | MS | Morgan Stanley | +0.2% | — | 不变 |
| 7 | GPC | Genuine Parts Co | +0.2% | +61.38% | 加仓 |
| 8 | CSCO | Cisco Systems Inc | +0.1% | — | 不变 |
| 9 | ISRG | Intuitive Surgical Inc | +0.1% | -0.94% | 减仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.22% | 加仓 |
| 11 | CVX | Chevron CORP | +0.1% | -0.18% | 减仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不变 |
| 13 | DPZ | Domino's Pizza Inc | +0.1% | +71.54% | 加仓 |
| 14 | TSLA | Tesla Inc | +0.1% | -4.71% | 减仓 |
| 15 | BKNG | Booking Holdings Inc | +0.1% | — | 不变 |
| 16 | NFLX | Netflix Inc | +0.1% | — | 不变 |
| 17 | ORCL | Oracle CORP | 0% | -0.61% | 减仓 |
| 18 | HD | Home Depot Inc | — | -0.61% | 减仓 |
| 19 | RTX | Rtx CORP | 0% | -0.14% | 减仓 |
| 20 | MCD | Mcdonald's CORP | 0% | -0.97% | 减仓 |
| 21 | NSC | Norfolk Southern CORP | 0% | -1.02% | 减仓 |
| 22 | CAT | Caterpillar Inc | 0% | -0.41% | 减仓 |
| 23 | XOM | Exxon Mobil CORP | 0% | -0.15% | 减仓 |
| 24 | CTAS | Cintas CORP | -0.1% | -0.39% | 减仓 |
| 25 | LMT | Lockheed Martin CORP | -0.1% | — | 不变 |
| 26 | SAIC | Science Applications Inte | -0.1% | — | 不变 |
| 27 | ICE | Intercontinental Exchange In | -0.1% | -0.97% | 减仓 |
| 28 | MDT | Medtronic plc | -0.1% | +2.99% | 加仓 |
| 29 | PFE | Pfizer Inc | -0.1% | -30.79% | 减仓 |
| 30 | VZ | Verizon Communications Inc | -0.1% | -2.26% | 减仓 |
| 31 | TGT | Target CORP | -0.1% | +4.11% | 加仓 |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | — | 不变 |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | 清仓 |
| 34 | CDW | Cdw Corp/de | -0.1% | EXIT | 清仓 |
| 35 | ASML | ASML Holding N.V. | -0.1% | EXIT | 清仓 |
| 36 | PEP | Pepsico Inc | -0.1% | -0.06% | 减仓 |
| 37 | NCLH | Norwegian Cruise Line Holdings Ltd. | -0.1% | EXIT | 清仓 |
| 38 | LOW | Lowe's Cos Inc | -0.1% | -0.48% | 减仓 |
| 39 | EXPD | Expeditors Intl Wash Inc | -0.1% | -0.16% | 减仓 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -2.41% | 减仓 |
| 41 | CMCSA | Comcast Corp-class A | -0.1% | -5.50% | 减仓 |
| 42 | STZ | Constellation Brands Inc-a | -0.2% | +0.40% | 加仓 |
| 43 | ABBV | Abbvie Inc | -0.2% | -1.13% | 减仓 |
| 44 | REGN | Regeneron Pharmaceuticals | -0.2% | — | 不变 |
| 45 | AMT | American Tower CORP | -0.2% | -1.35% | 减仓 |
| 46 | MCHP | Microchip Technology Inc | -0.2% | -0.51% | 减仓 |
| 47 | QCOM | Qualcomm Inc | -0.2% | -0.54% | 减仓 |
| 48 | INTC | Intel CORP | -0.5% | -41.71% | 减仓 |
| 49 | CVS | Cvs Health CORP | -0.8% | -30.08% | 减仓 |
| 50 | AMGN | Amgen Inc | -1% | +0.96% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Asset Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.1亿，共申报了 102 个公开持股仓位。
在 Q4 2024 季度，Oak Asset Management, LLC 按市值排列的前三大核心持股分别为：AAPL (13.8%)、AMGN (5.8%)、NVDA (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 13.8% 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。
本季最大获利了结 / 清仓标的
NCLH
前期市值: US$28.1万
在 Q4 2024 季度中，Oak Asset Management, LLC 共进行了 41 项持仓异动，包含新建仓 0 个仓位、加仓 7 个仓位、减仓 30 个仓位以及清仓 4 个仓位。 本季清仓仓位包含 NCLH。
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。