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: 0001802961
申报总市值
US$7.1亿
US$7.1亿
282 檔
19.6%
Optas, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$7.1亿，分散于 282 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Optas, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 22 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，Optas, LLC 的前 5 大核心持股（包含 VOO, GOOGL, VTI 等）合计占整体申报市值的 19.6%，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 282 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 11.96% | +0.56% | +0.89% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.14% | +0.72% | -0.68% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.68% | +0.71% | -0.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.33% | +0.33% | +3.64% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.10% | +0.59% | +0.25% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.01% | +0.13% | +1.11% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.75% | +0.43% | +1.27% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | -3.51% | +1.54% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.40% | +0.17% | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.01% | +5.07% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.08% | -0.03% | +1.29% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.00% | -0.28% | EXIT | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.87% | +0.11% | +6.10% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.72% | -0.05% | +1.51% | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 1.62% | -0.12% | +210.85% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.61% | +0.03% | -0.33% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.52% | +0.17% | +0.88% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 1.43% | -0.16% | EXIT | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | -0.12% | -0.74% | |
| 20 | XYZ | Block Inc | 股票-金融 | 1.08% | +0.09% | -5.27% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.02% | +0.01% | +1.00% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.93% | — | +1.15% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | -1.70% | -0.20% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.88% | -0.23% | +2.01% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | +0.04% | +1.80% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.03% | +5.25% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | -0.04% | +2.50% | |
| 28 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.68% | -0.06% | -17.75% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | +0.12% | -8.74% | |
| 30 | PGR | Progressive CORP | 股票-金融 | 0.59% | — | +1.54% | |
| 31 | ANET | Arista Networks Inc | 股票-科技 | 0.56% | +0.05% | — | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | -0.04% | +13.91% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | +0.02% | +1.08% | |
| 34 | EBAY | Ebay Inc | 股票-周期性消费 | 0.45% | +0.08% | -0.27% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.44% | +0.02% | -1.37% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.42% | +0.09% | -5.14% | |
| 37 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投资级公司债 | 0.40% | — | -4.30% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.06% | -0.97% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.37% | +0.09% | -1.75% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | — | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | +0.03% | +6.39% | |
| 42 | TSLA | Tesla Inc | 股票-周期性消费 | 0.33% | +0.04% | +19.22% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.33% | +0.02% | +0.63% | |
| 44 | CI | THE Cigna Group | 股票-医疗保健 | 0.32% | — | +4.21% | |
| 45 | NFLX | Netflix Inc | 股票-通信服务 | 0.31% | -0.07% | +7.63% | |
| 46 | GWW | Ww Grainger Inc | 股票-工业 | 0.31% | +0.03% | +0.30% | |
| 47 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.31% | -0.06% | -2.67% | |
| 48 | L | Loews CORP | 股票-金融 | 0.30% | — | +101.41% | |
| 49 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.28% | — | +3.07% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.28% | -0.07% | -0.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +1.2% | +210.85% | 加仓 |
| 2 | ANET | Arista Networks Inc | +0.6% | NEW | 新建仓 |
| 3 | AVGO | Broadcom Inc | +0.3% | +0.88% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.68% | 减仓 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +6.10% | 加仓 |
| 6 | HOOD | Robinhood Markets Inc - A | +0.3% | NEW | 新建仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +0.25% | 加仓 |
| 8 | AAPL | Apple Inc | +0.2% | +3.64% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | +1.54% | 加仓 |
| 10 | L | Loews CORP | +0.2% | +101.41% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.1% | +19.22% | 加仓 |
| 12 | XYZ | Block Inc | +0.1% | -5.27% | 减仓 |
| 13 | LOW | Lowe's Cos Inc | +0.1% | +143.81% | 加仓 |
| 14 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 15 | RTX | Rtx CORP | +0.1% | +114.52% | 加仓 |
| 16 | SPGI | S&p Global Inc | +0.1% | +102.88% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +1.80% | 加仓 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +2.29% | 加仓 |
| 19 | CVX | Chevron CORP | +0.1% | NEW | 新建仓 |
| 20 | MAR | Marriott International -cl A | +0.1% | NEW | 新建仓 |
| 21 | NFLX | Netflix Inc | +0.1% | +7.63% | 加仓 |
| 22 | ABNB | Airbnb Inc-class A | +0.1% | NEW | 新建仓 |
| 23 | FOXA | Fox CORP - Class A | +0.1% | NEW | 新建仓 |
| 24 | KEL | Kellanova | +0.1% | NEW | 新建仓 |
| 25 | COIN | Coinbase Global Inc -class A | +0.1% | -17.75% | 减仓 |
| 26 | COST | Costco Wholesale CORP | +0.1% | +13.91% | 加仓 |
| 27 | V | Visa Inc-class A Shares | 0% | +6.39% | 加仓 |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +1.27% | 加仓 |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | 清仓 |
| 30 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 31 | HCA | Hca Healthcare Inc | -0.1% | EXIT | 清仓 |
| 32 | PFE | Pfizer Inc | -0.1% | EXIT | 清仓 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -9.76% | 减仓 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -12.18% | 减仓 |
| 35 | TXRH | Texas Roadhouse Inc | -0.1% | -25.51% | 减仓 |
| 36 | CI | THE Cigna Group | -0.1% | +4.21% | 加仓 |
| 37 | BYND | Beyond Meat Inc | -0.1% | — | 不变 |
| 38 | RSPT | Invesco S&p 500 Equal Weight | -0.1% | -30.62% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.1% | +5.07% | 加仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -5.14% | 减仓 |
| 41 | SPEM | State Street Sp Ptf Em ETF | -0.1% | +1.00% | 加仓 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | — | 不变 |
| 43 | MBB | Ishares Mbs ETF | -0.2% | -1.58% | 减仓 |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -0.01% | 减仓 |
| 45 | GOVT | Ishares US Treasury Bond ETF | -0.2% | -1.36% | 减仓 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -8.74% | 减仓 |
| 47 | VXUS | Vanguard Total Intl Stock | -0.3% | -0.33% | 减仓 |
| 48 | VOO | Vanguard S&p 500 ETF | -0.4% | +0.89% | 加仓 |
| 49 | ANETEUR | Arista Networks Inc | -0.5% | EXIT | 清仓 |
| 50 | VEU | Vanguard Ftse All-world Ex-u | -0.6% | +1.11% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Optas, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$7.1亿，共申报了 282 个公开持股仓位。
在 Q4 2024 季度，Optas, LLC 按市值排列的前三大核心持股分别为：VOO (12.0%)、GOOGL (5.1%)、VTI (4.7%)。其中最大持股仓位 VOO 占据整体投资组合约 12.0% 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
ANET
市值: US$262.0万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$224.8万
在 Q4 2024 季度中，Optas, LLC 共进行了 48 项持仓异动，包含新建仓 8 个仓位、加仓 22 个仓位、减仓 13 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。