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
114 檔
16.1%
Q4 2024 季度申报显示，Oak Family Advisors, LLC 披露的美股组合总市值为 US$3.9亿，涵盖 114 个不同之权益投资仓位。
在 Q4 2024，Oak Family Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 9 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 Family Advisors, LLC 的前 5 大核心持股（包含 SPY, TSM, AZNN 等）合计占整体申报市值的 16.1%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.59% | +3.62% | -67.99% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.03% | +0.60% | -11.05% | |
| 3 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 4.74% | — | +43.70% | |
| 4 | QCOM | Qualcomm Inc | 股票-科技 | 3.85% | -0.49% | +1.85% | |
| 5 | BA | Boeing Co/the | 股票-工业 | 3.62% | -0.21% | +64.24% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 3.05% | -0.11% | -12.99% | |
| 7 | UTG | Reaves Utility Income Fund | 股票-其他 | 2.89% | +0.03% | +46.58% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.77% | +0.22% | +1.26% | |
| 9 | RTX | Rtx CORP | 股票-工业 | 2.77% | -0.21% | -11.67% | |
| 10 | DOCU | Docusign Inc | 股票-科技 | 2.73% | -0.66% | -24.70% | |
| 11 | GNRC | Generac Holdings Inc | 股票-工业 | 2.62% | +0.51% | -14.34% | |
| 12 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 2.54% | — | +2.09% | |
| 13 | NICE | Nice LTD - Spon Adr | 股票-科技 | 2.32% | — | +0.55% | |
| 14 | EPD | Enterprise Products Partners | 股票-能源 | 2.19% | -0.26% | +0.73% | |
| 15 | BWXT | Bwx Technologies Inc | 股票-工业 | 2.18% | -0.25% | -18.35% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.01% | -0.43% | |
| 17 | IQLT | Ishares Msci International Q | ETF-其他 | 2.11% | -0.17% | -20.14% | |
| 18 | INDA | Ishares Msci India ETF | ETF-其他 | 1.94% | — | +0.29% | |
| 19 | VRRM | Verra Mobility CORP | 股票-其他 | 1.93% | -1.15% | EXIT | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.86% | -0.03% | -10.89% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.83% | +0.14% | -5.71% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.80% | +1.22% | -0.77% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.62% | -0.15% | +1.03% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.54% | — | +363.13% | |
| 25 | EOG | Eog Resources Inc | 股票-能源 | 1.33% | -0.02% | +1.81% | |
| 26 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 1.32% | +0.01% | -4.73% | |
| 27 | UBER | Uber Technologies Inc | 股票-工业 | 1.28% | -0.99% | — | |
| 28 | GNTX | Gentex CORP | 股票-周期性消费 | 1.25% | — | -4.06% | |
| 29 | ESAB | Esab CORP | 股票-工业 | 1.18% | — | -34.12% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.09% | +0.14% | -0.84% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 1.08% | -0.04% | -19.33% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.07% | +0.25% | +18.67% | |
| 33 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.07% | — | -33.71% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.00% | -0.12% | +73.61% | |
| 35 | IDCC | Interdigital Inc | 股票-科技 | 0.98% | -0.09% | -14.28% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.98% | -0.01% | -0.54% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.89% | — | -9.47% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.82% | — | -1.07% | |
| 39 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.82% | -1.17% | +5.62% | |
| 40 | XLF | Ss Financial Select Sector | ETF-其他 | 0.75% | — | — | |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.72% | — | +243.22% | |
| 42 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.69% | -0.11% | +3.01% | |
| 43 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.69% | — | +0.98% | |
| 44 | ALCO | Alico Inc | 股票-其他 | 0.68% | -0.04% | -33.71% | |
| 45 | KRG | Kite Realty Group Trust | 股票-房地产 | 0.68% | — | — | |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.68% | -0.02% | -0.70% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.67% | -0.31% | +130.99% | |
| 48 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.57% | -0.17% | -3.33% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.03% | +11.43% | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.52% | -0.02% | +324.30% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +2% | +64.24% | 加仓 |
| 2 | AZNN | Astrazeneca Plc-spons Adr | +1.4% | +43.70% | 加仓 |
| 3 | UBER | Uber Technologies Inc | +1.3% | NEW | 新建仓 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1.3% | +363.13% | 加仓 |
| 5 | UTG | Reaves Utility Income Fund | +1.2% | +46.58% | 加仓 |
| 6 | XLF | Ss Financial Select Sector | +0.8% | NEW | 新建仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.7% | +1.26% | 加仓 |
| 8 | KRG | Kite Realty Group Trust | +0.7% | NEW | 新建仓 |
| 9 | DOCU | Docusign Inc | +0.6% | -24.70% | 减仓 |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | +243.22% | 加仓 |
| 11 | XLC | Ss Comm Select Sector Spdr | +0.5% | +73.61% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.4% | +1.03% | 加仓 |
| 13 | VGSH | Vanguard Short-term Treasury | +0.4% | +130.99% | 加仓 |
| 14 | ACWI | Ishares Msci Acwi ETF | +0.4% | +324.30% | 加仓 |
| 15 | S9Q | Spirit Aerosystems Hold-cl A | +0.4% | NEW | 新建仓 |
| 16 | QCOM | Qualcomm Inc | +0.3% | +1.85% | 加仓 |
| 17 | INDA | Ishares Msci India ETF | +0.1% | +0.29% | 加仓 |
| 18 | RTX | Rtx CORP | 0% | -11.67% | 减仓 |
| 19 | BWXT | Bwx Technologies Inc | 0% | -18.35% | 减仓 |
| 20 | GNRC | Generac Holdings Inc | 0% | -14.34% | 减仓 |
| 21 | VRRM | Verra Mobility CORP | -0.1% | -6.33% | 减仓 |
| 22 | GDX | Vaneck Gold Miners ETF | -0.1% | -9.47% | 减仓 |
| 23 | CNMD | Conmed CORP | -0.2% | -69.90% | 减仓 |
| 24 | ESAB | Esab CORP | -0.2% | -34.12% | 减仓 |
| 25 | MSI | Motorola Solutions Inc | -0.2% | -72.55% | 减仓 |
| 26 | DGX | Quest Diagnostics Inc | -0.2% | EXIT | 清仓 |
| 27 | LKQ | Lkq CORP | -0.2% | -72.68% | 减仓 |
| 28 | NYT | New York Times Co-a | -0.2% | EXIT | 清仓 |
| 29 | FSS | Federal Signal CORP | -0.2% | -73.85% | 减仓 |
| 30 | RSG | Republic Services Inc | -0.2% | EXIT | 清仓 |
| 31 | EWW | Ishares Msci Mexico ETF | -0.2% | -44.93% | 减仓 |
| 32 | PNR | Pentair plc | -0.2% | -76.07% | 减仓 |
| 33 | CMCO | Columbus Mckinnon Corp/ny | -0.2% | -78.47% | 减仓 |
| 34 | WAB | Wabtec CORP | -0.2% | -77.78% | 减仓 |
| 35 | ALCO | Alico Inc | -0.3% | -33.71% | 减仓 |
| 36 | SCHL | Scholastic CORP | -0.3% | EXIT | 清仓 |
| 37 | OC | Owens Corning | -0.3% | -80.40% | 减仓 |
| 38 | CMC | Commercial Metals Co | -0.3% | -79.99% | 减仓 |
| 39 | MAT | Mattel Inc | -0.3% | EXIT | 清仓 |
| 40 | FLL | Full House Resorts Inc | -0.3% | EXIT | 清仓 |
| 41 | IBDV | Ishares Ibonds Dec 2030 CORP | -0.3% | -33.71% | 减仓 |
| 42 | RMD | Resmed Inc | -0.3% | -81.03% | 减仓 |
| 43 | IQLT | Ishares Msci International Q | -0.4% | -20.14% | 减仓 |
| 44 | CVSA | Covista Inc | -0.4% | -86.10% | 减仓 |
| 45 | NEO | Neogenomics Inc | -0.4% | -87.39% | 减仓 |
| 46 | NMFC | New Mountain Finance CORP | -0.5% | EXIT | 清仓 |
| 47 | AES | Aes CORP | -1.1% | EXIT | 清仓 |
| 48 | SLB | Slb LTD | -1.1% | -74.27% | 减仓 |
| 49 | MCHI | Ishares Msci China ETF | -1.1% | EXIT | 清仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -8.9% | -67.99% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Family Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.9亿，共申报了 114 个公开持股仓位。
在 Q4 2024 季度，Oak Family Advisors, LLC 按市值排列的前三大核心持股分别为：SPY (5.6%)、TSM (5.0%)、AZNN (4.7%)。其中最大持股仓位 SPY 占据整体投资组合约 5.6% 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
UBER
市值: US$353.5万
本季最大获利了结 / 清仓标的
MCHI
前期市值: US$361.1万
在 Q4 2024 季度中，Oak Family Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 12 个仓位、减仓 25 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 UBER。 本季清仓仓位包含 MCHI。
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。