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: 0001846161
申报总市值
US$3.9亿
US$3.9亿
130 檔
23.6%
在 Q3 2024 的 13F 官方备案中，Oak Family Advisors, LLC 管理的美股投资组合规模来到 US$3.9亿，整体持股档数为 130 档。
Oak Family Advisors, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 15 档持股的同时，亦同步清仓 2 档并减仓 26 档标的。
在资产配置集中度方面，Oak Family Advisors, LLC 的前 5 大核心持股（包含 SPY, TSM, QCOM 等）合计占整体申报市值的 23.6%，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 | 14.50% | +3.62% | +61.15% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.21% | +0.60% | -7.98% | |
| 3 | QCOM | Qualcomm Inc | 股票-科技 | 3.55% | -0.49% | +6.81% | |
| 4 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 3.33% | — | -2.04% | |
| 5 | RTX | Rtx CORP | 股票-工业 | 2.79% | -0.21% | -3.22% | |
| 6 | GNRC | Generac Holdings Inc | 股票-工业 | 2.66% | +0.51% | -1.82% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 2.65% | -0.11% | -6.20% | |
| 8 | IQLT | Ishares Msci International Q | ETF-其他 | 2.51% | -0.17% | +39.69% | |
| 9 | BWXT | Bwx Technologies Inc | 股票-工业 | 2.21% | -0.25% | +0.60% | |
| 10 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 2.16% | — | -1.84% | |
| 11 | DOCU | Docusign Inc | 股票-科技 | 2.12% | -0.66% | +16.36% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.03% | +0.22% | -17.53% | |
| 13 | VRRM | Verra Mobility CORP | 股票-其他 | 2.01% | -1.15% | EXIT | |
| 14 | NICE | Nice LTD - Spon Adr | 股票-科技 | 2.00% | — | +83.99% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.01% | -0.45% | |
| 16 | INDA | Ishares Msci India ETF | ETF-其他 | 1.82% | — | +5.18% | |
| 17 | UTG | Reaves Utility Income Fund | 股票-其他 | 1.72% | +0.03% | +192.21% | |
| 18 | EPD | Enterprise Products Partners | 股票-能源 | 1.71% | -0.26% | +1.14% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.65% | -0.03% | -1.33% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 1.61% | -0.21% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | +1.22% | -0.72% | |
| 22 | SLB | Slb LTD | 股票-能源 | 1.51% | — | +2.73% | |
| 23 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.41% | — | -0.71% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.40% | +0.14% | +8.55% | |
| 25 | ESAB | Esab CORP | 股票-工业 | 1.35% | — | -0.42% | |
| 26 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 1.23% | +0.01% | -13.83% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.15% | +0.23% | |
| 28 | GNTX | Gentex CORP | 股票-周期性消费 | 1.14% | — | -44.27% | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 1.11% | -0.02% | -28.22% | |
| 30 | MCHI | Ishares Msci China ETF | ETF-新兴市场 | 1.11% | — | — | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 1.06% | -0.04% | -20.62% | |
| 32 | AES | Aes CORP | 股票-公用事业 | 1.05% | -0.02% | +37.64% | |
| 33 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.98% | — | +4.40% | |
| 34 | ALCO | Alico Inc | 股票-其他 | 0.94% | -0.04% | -16.96% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | +0.14% | -5.43% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.79% | — | -1.28% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.77% | +0.25% | +10.84% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.74% | -0.01% | -0.45% | |
| 39 | IDCC | Interdigital Inc | 股票-科技 | 0.71% | -0.09% | +232.39% | |
| 40 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.65% | -1.17% | — | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.63% | -0.02% | +1.84% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.61% | — | -62.80% | |
| 43 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.59% | -0.11% | +0.40% | |
| 44 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.52% | — | +3.95% | |
| 45 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.50% | -0.17% | -0.21% | |
| 46 | CVSA | Covista Inc | 股票-非周期性消费 | 0.50% | — | -2.14% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.49% | +0.01% | -0.58% | |
| 48 | NEO | Neogenomics Inc | 股票-医疗保健 | 0.49% | — | -1.04% | |
| 49 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.48% | — | -12.70% | |
| 50 | NEM | Newmont CORP | 股票-原材料 | 0.47% | -0.68% | -24.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5% | +61.15% | 加仓 |
| 2 | BA | Boeing Co/the | +1.6% | NEW | 新建仓 |
| 3 | UTG | Reaves Utility Income Fund | +1.2% | +192.21% | 加仓 |
| 4 | MCHI | Ishares Msci China ETF | +1.1% | NEW | 新建仓 |
| 5 | NICE | Nice LTD - Spon Adr | +0.8% | +83.99% | 加仓 |
| 6 | SHLD | Global X Defense Tech ETF | +0.7% | NEW | 新建仓 |
| 7 | IQLT | Ishares Msci International Q | +0.6% | +39.69% | 加仓 |
| 8 | IDCC | Interdigital Inc | +0.5% | +232.39% | 加仓 |
| 9 | DOCU | Docusign Inc | +0.4% | +16.36% | 加仓 |
| 10 | AES | Aes CORP | +0.3% | +37.64% | 加仓 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | NEW | 新建仓 |
| 12 | ALIT | Alight Inc - Class A | +0.2% | NEW | 新建仓 |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | NEW | 新建仓 |
| 14 | GNRC | Generac Holdings Inc | +0.2% | -1.82% | 减仓 |
| 15 | RTX | Rtx CORP | +0.1% | -3.22% | 减仓 |
| 16 | CCJ | Cameco CORP | +0.1% | NEW | 新建仓 |
| 17 | GDX | Vaneck Gold Miners ETF | +0.1% | +4.40% | 加仓 |
| 18 | BWXT | Bwx Technologies Inc | +0.1% | +0.60% | 加仓 |
| 19 | BAC | Bank Of America CORP | +0.1% | +37.59% | 加仓 |
| 20 | VGSH | Vanguard Short-term Treasury | +0.1% | +52.95% | 加仓 |
| 21 | RMD | Resmed Inc | 0% | -2.90% | 减仓 |
| 22 | ABBV | Abbvie Inc | 0% | -1.28% | 减仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.72% | 减仓 |
| 24 | ESAB | Esab CORP | 0% | -0.42% | 减仓 |
| 25 | WMT | Walmart Inc | — | -6.20% | 减仓 |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | — | +10.84% | 加仓 |
| 27 | INDA | Ishares Msci India ETF | 0% | +5.18% | 加仓 |
| 28 | AAPL | Apple Inc | 0% | -1.33% | 减仓 |
| 29 | BTG | B2gold CORP | -0.1% | -83.20% | 减仓 |
| 30 | BIOX | Bioceres Crop Solutions Corp. | -0.1% | -20.35% | 减仓 |
| 31 | NMFC | New Mountain Finance CORP | -0.2% | -12.70% | 减仓 |
| 32 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -48.93% | 减仓 |
| 33 | BDC | Belden Inc | -0.2% | -40.77% | 减仓 |
| 34 | AVGO | Broadcom Inc | -0.2% | EXIT | 清仓 |
| 35 | ALCO | Alico Inc | -0.2% | -16.96% | 减仓 |
| 36 | GOOG | Alphabet Inc-cl C | -0.2% | -5.43% | 减仓 |
| 37 | MA | Mastercard Inc - A | -0.3% | -20.62% | 减仓 |
| 38 | CVX | Chevron CORP | -0.3% | -29.29% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.3% | -0.45% | 减仓 |
| 40 | SLB | Slb LTD | -0.3% | +2.73% | 加仓 |
| 41 | BATRK | Atlanta Braves Holdings In-c | -0.3% | -13.83% | 减仓 |
| 42 | VRRM | Verra Mobility CORP | -0.5% | -13.06% | 减仓 |
| 43 | EOG | Eog Resources Inc | -0.7% | -28.22% | 减仓 |
| 44 | QCOM | Qualcomm Inc | -0.8% | +6.81% | 加仓 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | -0.9% | -7.98% | 减仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -1% | -17.53% | 减仓 |
| 47 | XLV | Ss Health Care Select Sector | -1.1% | -88.09% | 减仓 |
| 48 | TAP | Molson Coors Beverage Co - B | -1.2% | EXIT | 清仓 |
| 49 | EWJ | Ishares Msci Japan ETF | -1.2% | -62.80% | 减仓 |
| 50 | GNTX | Gentex CORP | -1.5% | -44.27% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Family Advisors, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.9亿，共申报了 130 个公开持股仓位。
在 Q3 2024 季度，Oak Family Advisors, LLC 按市值排列的前三大核心持股分别为：SPY (14.5%)、TSM (4.2%)、QCOM (3.5%)。其中最大持股仓位 SPY 占据整体投资组合约 14.5% 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
BA
市值: US$522.5万
本季最大获利了结 / 清仓标的
TAP
前期市值: US$335.3万
在 Q3 2024 季度中，Oak Family Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 15 个仓位、减仓 26 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BA。 本季清仓仓位包含 TAP。
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。