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: 0001839430
申报总市值
US$10.7亿
US$10.7亿
117 檔
14.6%
截至 Q2 2024 季度末，Oak Harvest Investment Services 的美股持仓估值约为 US$10.7亿，全数申报仓位共有 117 档。
在 Q2 2024 期间，Oak Harvest Investment Services 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Oak Harvest Investment Services 的前 5 大核心持股（包含 VGSH, VOO, AAPL 等）合计占整体申报市值的 14.6%，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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 7.64% | -0.52% | +3.41% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.71% | -0.07% | -3.18% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.78% | +0.41% | +13.34% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.33% | -0.20% | -2.30% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | +0.51% | +3.48% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | -0.68% | -1.15% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.09% | -0.07% | -2.89% | |
| 8 | MS | Morgan Stanley | 股票-金融 | 2.03% | +0.58% | +5.52% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.04% | +65.66% | |
| 10 | AMGN | Amgen Inc | 股票-医疗保健 | 1.96% | -0.06% | -0.28% | |
| 11 | SLB | Slb LTD | 股票-能源 | 1.88% | — | +8.89% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.82% | +0.36% | +24.84% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.77% | +0.02% | -11.44% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.73% | -0.01% | +3.39% | |
| 15 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.65% | -0.24% | +0.52% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.62% | -0.15% | +125.80% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.61% | -0.03% | -5.61% | |
| 18 | UNP | Union Pacific CORP | 股票-工业 | 1.60% | +0.03% | +2.11% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.59% | -0.04% | +11.70% | |
| 20 | CME | Cme Group Inc | 股票-金融 | 1.56% | +0.01% | +6.88% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 1.52% | +0.04% | +4.48% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | +0.92% | +929.30% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事业 | 1.42% | -0.18% | +3.07% | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.36% | -0.19% | +16.85% | |
| 25 | FANG | Diamondback Energy Inc | 股票-能源 | 1.36% | -0.21% | +10.04% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.35% | -0.35% | +0.47% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 1.33% | -0.01% | +0.45% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.31% | — | -3.09% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.31% | -0.08% | -4.67% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.30% | — | +2.50% | |
| 31 | BLKCHF | Blackrock Inc | 股票-其他 | 1.28% | — | +21.13% | |
| 32 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.24% | -0.10% | +1.36% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | -0.70% | -38.21% | |
| 34 | SUB | Ishares Short-term National | ETF-其他 | 1.23% | -0.08% | +1.72% | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.19% | +0.66% | +27.78% | |
| 36 | HON | Honeywell International Inc | 股票-工业 | 1.16% | — | -1.75% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | +0.01% | -42.25% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 1.03% | -0.01% | -0.89% | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.02% | +0.06% | -33.04% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | +0.23% | +32.99% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.99% | +0.04% | +21.39% | |
| 42 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.98% | — | +15.25% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | +2.57% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.89% | +0.53% | -11.05% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.88% | — | +4.99% | |
| 46 | HPQ | Hp Inc | 股票-科技 | 0.85% | — | +2.60% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.80% | — | +275.15% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | -0.05% | +6.99% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.75% | -0.03% | EXIT | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.69% | +0.30% | +13.90% |
根据 SEC 官方 Form 13F 申报备案，Oak Harvest Investment Services 在 Q2 2024 季度的美股持仓总市值约为 US$10.7亿，共申报了 117 个公开持股仓位。
在 Q2 2024 季度，Oak Harvest Investment Services 按市值排列的前三大核心持股分别为：VGSH (7.6%)、VOO (5.7%)、AAPL (4.8%)。其中最大持股仓位 VGSH 占据整体投资组合约 7.6% 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。
在 Q2 2024 季度中，Oak Harvest Investment Services 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。