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
151 檔
14.8%
根据最新整理的 13F 季度数据集，Oak Harvest Investment Services 于 Q4 2024 结束时的管理资产规模为 US$10.7亿。该机构在本季度申报了 151 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Oak Harvest Investment Services 操作展现出积极扩展与加仓意向。本季共新建仓 16 个新仓位，并对 14 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
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 14.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
DIS
市值: US$686.6万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$1085.9万
| # | 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 | 6.42% | -0.52% | +4.30% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.58% | -0.07% | -3.01% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.56% | +0.41% | +8.26% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.31% | -0.20% | +0.05% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.19% | +0.51% | -4.44% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.53% | -0.68% | +64.36% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 2.35% | +0.36% | +2.11% | |
| 8 | MS | Morgan Stanley | 股票-金融 | 1.89% | +0.58% | -23.53% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.86% | -0.07% | -5.61% | |
| 10 | CME | Cme Group Inc | 股票-金融 | 1.76% | +0.01% | +1.18% | |
| 11 | UNP | Union Pacific CORP | 股票-工业 | 1.71% | +0.03% | +5.51% | |
| 12 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.65% | -0.24% | -19.87% | |
| 13 | NTRS | Northern Trust CORP | 股票-金融 | 1.62% | +0.01% | +3.11% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.50% | -0.01% | +1.10% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.49% | -0.15% | -7.12% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.04% | -11.96% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.43% | -0.08% | +13.55% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.43% | +0.04% | +23.02% | |
| 19 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.40% | — | +57.89% | |
| 20 | SUB | Ishares Short-term National | ETF-其他 | 1.35% | -0.08% | +7.65% | |
| 21 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.34% | -0.10% | +5.75% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.28% | -0.35% | -22.49% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.26% | +0.53% | +22.25% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.24% | +0.06% | +31.79% | |
| 25 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.21% | — | +2.30% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.18% | -0.03% | -21.55% | |
| 27 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.12% | -0.45% | +4.10% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 1.10% | -0.04% | -0.28% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | +0.92% | -0.71% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | -0.70% | +0.05% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.09% | -0.01% | +0.70% | |
| 32 | ADI | Analog Devices Inc | 股票-科技 | 1.05% | +0.04% | +13.62% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.05% | +0.02% | -35.45% | |
| 34 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.03% | +0.66% | +17.65% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | +0.23% | +23.67% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.99% | -0.21% | +52.13% | |
| 37 | HON | Honeywell International Inc | 股票-工业 | 0.97% | — | -31.78% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.96% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | — | -3.26% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.92% | — | -4.38% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.91% | -0.18% | -47.22% | |
| 42 | FANG | Diamondback Energy Inc | 股票-能源 | 0.89% | -0.21% | -23.81% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.88% | — | -1.16% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.86% | — | +6.60% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.85% | -0.19% | -41.95% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.83% | — | +0.78% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.75% | -0.03% | EXIT | |
| 48 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.74% | -0.69% | EXIT | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 0.73% | -0.06% | -26.12% | |
| 50 | HPQ | Hp Inc | 股票-科技 | 0.73% | — | +1.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | +64.36% | 加仓 |
| 2 | DIS | Walt Disney Co/the | +1% | NEW | 新建仓 |
| 3 | ETN | Eaton Corporation plc | +0.7% | NEW | 新建仓 |
| 4 | TXRH | Texas Roadhouse Inc | +0.6% | NEW | 新建仓 |
| 5 | KRE | Ss Spdr S&p Regional Bank | +0.5% | +57.89% | 加仓 |
| 6 | INTU | Intuit Inc | +0.5% | NEW | 新建仓 |
| 7 | AAPL | Apple Inc | +0.4% | +8.26% | 加仓 |
| 8 | FFIV | F5 Inc | +0.4% | +361.90% | 加仓 |
| 9 | BSX | Boston Scientific CORP | +0.4% | +262.45% | 加仓 |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.4% | NEW | 新建仓 |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | NEW | 新建仓 |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +705.51% | 加仓 |
| 13 | NOW | Servicenow Inc | +0.4% | NEW | 新建仓 |
| 14 | DELL | Dell Technologies -c | +0.4% | NEW | 新建仓 |
| 15 | SNOW | Snowflake Inc | +0.3% | NEW | 新建仓 |
| 16 | WYNN | Wynn Resorts LTD | +0.3% | NEW | 新建仓 |
| 17 | VUG | Vanguard Growth ETF | +0.3% | +23.02% | 加仓 |
| 18 | CHWY | Chewy Inc - Class A | +0.3% | NEW | 新建仓 |
| 19 | CSCO | Cisco Systems Inc | +0.3% | +22.25% | 加仓 |
| 20 | CAH | Cardinal Health Inc | +0.3% | NEW | 新建仓 |
| 21 | MCD | Mcdonald's CORP | +0.3% | +52.13% | 加仓 |
| 22 | HUBS | Hubspot Inc | +0.3% | NEW | 新建仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.3% | +23.67% | 加仓 |
| 24 | AMZN | Amazon.com Inc | +0.3% | +17.65% | 加仓 |
| 25 | DDOG | Datadog Inc - Class A | +0.3% | NEW | 新建仓 |
| 26 | CRM | Salesforce Inc | +0.2% | +37.48% | 加仓 |
| 27 | GTLB | Gitlab Inc-cl A | +0.2% | NEW | 新建仓 |
| 28 | TWLO | Twilio Inc - A | +0.2% | NEW | 新建仓 |
| 29 | WMT | Walmart Inc | +0.2% | +2.11% | 加仓 |
| 30 | NTRS | Northern Trust CORP | +0.2% | +3.11% | 加仓 |
| 31 | JPM | Jpmorgan Chase & Co | +0.2% | -4.44% | 减仓 |
| 32 | LMT | Lockheed Martin CORP | -0.3% | -0.28% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.3% | -11.96% | 减仓 |
| 34 | AMAT | Applied Materials Inc | -0.3% | -47.80% | 减仓 |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | -0.4% | -21.55% | 减仓 |
| 36 | FANG | Diamondback Energy Inc | -0.4% | -23.81% | 减仓 |
| 37 | HON | Honeywell International Inc | -0.4% | -31.78% | 减仓 |
| 38 | BDX | Becton Dickinson And Co | -0.4% | EXIT | 清仓 |
| 39 | HCA | Hca Healthcare Inc | -0.4% | EXIT | 清仓 |
| 40 | REGN | Regeneron Pharmaceuticals | -0.4% | EXIT | 清仓 |
| 41 | CVX | Chevron CORP | -0.5% | -22.49% | 减仓 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.5% | EXIT | 清仓 |
| 43 | AMGN | Amgen Inc | -0.5% | -26.12% | 减仓 |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.5% | -35.45% | 减仓 |
| 45 | PEP | Pepsico Inc | -0.8% | -41.95% | 减仓 |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.9% | EXIT | 清仓 |
| 47 | TGT | Target CORP | -1% | EXIT | 清仓 |
| 48 | DUK | Duke Energy CORP | -1% | -47.22% | 减仓 |
| 49 | HSY | Hershey Co/the | -1.1% | EXIT | 清仓 |
| 50 | BLKCHF | Blackrock Inc | -1.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Harvest Investment Services 在 Q4 2024 季度的美股持仓总市值约为 US$10.7亿，共申报了 151 个公开持股仓位。
在 Q4 2024 季度，Oak Harvest Investment Services 按市值排列的前三大核心持股分别为：VGSH (6.4%)、VOO (5.6%)、AAPL (3.6%)。其中最大持股仓位 VGSH 占据整体投资组合约 6.4% 的权重。
在 Q4 2024 季度中，Oak Harvest Investment Services 共进行了 50 项持仓异动，包含新建仓 16 个仓位、加仓 14 个仓位、减仓 12 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 DIS。 本季清仓仓位包含 BLKCHF。
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。
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。
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。