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: 0001977602
申报总市值
US$100.2亿
US$100.2亿
369 檔
12.4%
在 Q4 2024 的 13F 官方备案中，Ofi Invest Asset Management 管理的美股投资组合规模来到 US$100.2亿，整体持股档数为 369 档。
在 Q4 2024，Ofi Invest Asset Management 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 28 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ofi Invest Asset Management 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 12.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 369 只）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 8.29% | -0.03% | +16.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.94% | +1.00% | +24.52% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.69% | -2.49% | -10.93% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.82% | +2.66% | +4.12% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.65% | -1.09% | +1499.28% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.55% | -1.74% | +28.72% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.17% | +0.97% | -17.56% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.19% | -19.46% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.83% | +0.19% | +9.85% | |
| 10 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.54% | -0.23% | +2.62% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 1.52% | +0.08% | +56.29% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.48% | +1.27% | +3.80% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.48% | -0.23% | +75.46% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.43% | -0.19% | +4.53% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.43% | +0.60% | +8.87% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.41% | +0.74% | +111.90% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 1.29% | -0.03% | -23.21% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | +0.06% | -0.36% | |
| 19 | SLB | Slb LTD | 股票-能源 | 1.14% | -0.26% | +20.37% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 1.12% | -0.15% | +17.17% | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 1.12% | -0.69% | +1432.87% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.09% | +0.08% | -36.75% | |
| 23 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.07% | +0.24% | -20.78% | |
| 24 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 1.04% | — | +2931.59% | |
| 25 | CARR | Carrier Global CORP | 股票-工业 | 1.03% | — | +48.53% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.96% | +0.37% | -19.89% | |
| 27 | MRVL | Marvell Technology Inc | 股票-科技 | 0.92% | +0.02% | +79.31% | |
| 28 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.91% | -0.14% | +114150.46% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.89% | -0.20% | +19.30% | |
| 30 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.88% | -0.17% | +3.91% | |
| 31 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.86% | -0.01% | +1333.09% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.86% | +1.01% | +50.39% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.82% | -0.36% | +2.44% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | -0.11% | -34.46% | |
| 35 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.82% | +0.02% | +5495.52% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.81% | -0.11% | +2.75% | |
| 37 | RSG | Republic Services Inc | 股票-工业 | 0.80% | -0.16% | +2.46% | |
| 38 | PLD | Prologis Inc | 股票-房地产 | 0.78% | -0.12% | +4.89% | |
| 39 | HAL | Halliburton Co | 股票-能源 | 0.77% | -0.01% | +36.74% | |
| 40 | NFLX | Netflix Inc | 股票-通信服务 | 0.77% | -0.60% | +274.78% | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.77% | +0.04% | +64.76% | |
| 42 | PH | Parker Hannifin CORP | 股票-工业 | 0.76% | +0.34% | +2256.78% | |
| 43 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.75% | -0.03% | +4.77% | |
| 44 | XYL | Xylem Inc | 股票-工业 | 0.75% | -0.05% | +24.08% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | -0.10% | +120.56% | |
| 46 | TRGP | Targa Resources CORP | 股票-能源 | 0.74% | -0.19% | -20.24% | |
| 47 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.73% | -0.02% | +19.53% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | +0.08% | -39.97% | |
| 49 | MET | Metlife Inc | 股票-金融 | 0.70% | -0.20% | +47.38% | |
| 50 | NUE | Nucor CORP | 股票-原材料 | 0.61% | — | +152.77% |
| # | 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% | +1499.28% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.2% | +16.42% | 加仓 |
| 3 | TSLA | Tesla Inc | +1.1% | +1432.87% | 加仓 |
| 4 | KDP | Keurig Dr Pepper Inc | +0.9% | +114150.46% | 加仓 |
| 5 | WMT | Walmart Inc | +0.9% | +111.90% | 加仓 |
| 6 | DECK | Deckers Outdoor CORP | +0.9% | +2931.59% | 加仓 |
| 7 | HPE | Hewlett Packard Enterprise | +0.8% | +5495.52% | 加仓 |
| 8 | CMG | Chipotle Mexican Grill Inc | +0.8% | +1333.09% | 加仓 |
| 9 | PH | Parker Hannifin CORP | +0.7% | +2256.78% | 加仓 |
| 10 | MS | Morgan Stanley | +0.7% | +56.29% | 加仓 |
| 11 | HD | Home Depot Inc | +0.7% | +75.46% | 加仓 |
| 12 | NFLX | Netflix Inc | +0.6% | +274.78% | 加仓 |
| 13 | MSFT | Microsoft CORP | +0.6% | +24.52% | 加仓 |
| 14 | GILD | Gilead Sciences Inc | +0.6% | +60204.50% | 加仓 |
| 15 | TFC | Truist Financial CORP | +0.6% | +66938.78% | 加仓 |
| 16 | MRVL | Marvell Technology Inc | +0.6% | +79.31% | 加仓 |
| 17 | EW | Edwards Lifesciences CORP | +0.5% | +2134.04% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.5% | NEW | 新建仓 |
| 19 | CEG | Constellation Energy | +0.4% | +6610.16% | 加仓 |
| 20 | FTV | Fortive CORP | +0.4% | NEW | 新建仓 |
| 21 | GS | Goldman Sachs Group Inc | +0.4% | +9.85% | 加仓 |
| 22 | HUBS | Hubspot Inc | +0.4% | +45778.18% | 加仓 |
| 23 | WING | Wingstop Inc | +0.4% | NEW | 新建仓 |
| 24 | DDOG | Datadog Inc - Class A | +0.4% | +5987.02% | 加仓 |
| 25 | KO | Coca-cola Co/the | +0.4% | +120.56% | 加仓 |
| 26 | DHI | Dr Horton Inc | +0.4% | +52325.24% | 加仓 |
| 27 | CARR | Carrier Global CORP | +0.3% | +48.53% | 加仓 |
| 28 | MET | Metlife Inc | +0.3% | +47.38% | 加仓 |
| 29 | PGR | Progressive CORP | +0.2% | +17.17% | 加仓 |
| 30 | MA | Mastercard Inc - A | +0.2% | +4.53% | 加仓 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +4.12% | 加仓 |
| 32 | AAPL | Apple Inc | -0.2% | -10.93% | 减仓 |
| 33 | DXCM | Dexcom Inc | -0.4% | -99.51% | 减仓 |
| 34 | EMR | Emerson Electric Co | -0.4% | -92.09% | 减仓 |
| 35 | ULTA | Ulta Beauty Inc | -0.4% | -98.93% | 减仓 |
| 36 | PRU | Prudential Financial Inc | -0.5% | -98.99% | 减仓 |
| 37 | MDLZ | Mondelez International Inc-a | -0.5% | -45.30% | 减仓 |
| 38 | ROP | Roper Technologies Inc | -0.5% | -99.78% | 减仓 |
| 39 | COST | Costco Wholesale CORP | -0.5% | -39.97% | 减仓 |
| 40 | ORCL | Oracle CORP | -0.5% | -36.75% | 减仓 |
| 41 | PG | Procter & Gamble Co/the | -0.5% | -34.46% | 减仓 |
| 42 | CRBG | Corebridge Financial Inc | -0.5% | EXIT | 清仓 |
| 43 | ADI | Analog Devices Inc | -0.6% | -88.86% | 减仓 |
| 44 | VZ | Verizon Communications Inc | -0.6% | -65.69% | 减仓 |
| 45 | YUM | Yum! Brands Inc | -0.8% | EXIT | 清仓 |
| 46 | AMD | Advanced Micro Devices | -0.8% | -70.21% | 减仓 |
| 47 | OTIS | Otis Worldwide CORP | -0.9% | -99.89% | 减仓 |
| 48 | PEP | Pepsico Inc | -1.5% | -99.21% | 减仓 |
| 49 | BLKCHF | Blackrock Inc | -1.6% | EXIT | 清仓 |
| 50 | AMZN | Amazon.com Inc | -3.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Ofi Invest Asset Management 在 Q4 2024 季度的美股持仓总市值约为 US$100.2亿，共申报了 369 个公开持股仓位。
在 Q4 2024 季度，Ofi Invest Asset Management 按市值排列的前三大核心持股分别为：NVDA (8.3%)、MSFT (7.9%)、AAPL (5.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.3% 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
XOM
市值: US$1942.2万
本季最大获利了结 / 清仓标的
AMZN
前期市值: US$1.4亿
在 Q4 2024 季度中，Ofi Invest Asset Management 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 28 个仓位、减仓 15 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 XOM。 本季清仓仓位包含 AMZN。
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。