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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001080132
申报总市值
US$2.7亿
US$2.7亿
92 檔
14.5%
Peloton Wealth Strategists 在 Q2 2024 季度的美股仓位总计估值为 US$2.7亿，分散于 92 个持仓标的之中，反映其市场参与广度与投资规模。
Peloton Wealth Strategists 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 17 档持股的同时，亦同步清仓 2 档并减仓 23 档标的。
在资产配置集中度方面，Peloton Wealth Strategists 的前 5 大核心持股（包含 GOOGL, MA, MSFT 等）合计占整体申报市值的 14.5%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.43% | +0.68% | -2.37% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 3.24% | -0.21% | -1.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.21% | +0.41% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.19% | +0.01% | -0.20% | |
| 5 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 3.05% | -0.14% | -1.47% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.02% | +0.15% | -1.06% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.91% | -0.22% | +2.85% | |
| 8 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.89% | — | +2.91% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.75% | -0.25% | +4.46% | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.61% | -0.28% | +0.57% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 2.52% | -0.42% | -3.18% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.47% | -0.23% | +3.72% | |
| 13 | AMGN | Amgen Inc | 股票-医疗保健 | 2.46% | -0.11% | -1.44% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 2.45% | -0.61% | -2.59% | |
| 15 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 2.27% | — | -0.45% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 2.22% | -0.45% | -0.28% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.15% | — | -2.00% | |
| 18 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 1.75% | — | +4675.44% | |
| 19 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 1.75% | -0.07% | +1.17% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.74% | +0.05% | -0.54% | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.66% | -0.21% | -0.44% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.63% | +0.15% | +0.08% | |
| 23 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.62% | — | -0.42% | |
| 24 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.61% | -0.14% | +4.96% | |
| 25 | CMI | Cummins Inc | 股票-工业 | 1.56% | +0.40% | +0.15% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.55% | +0.16% | -1.98% | |
| 27 | BOX | Box Inc - Class A | 股票-科技 | 1.48% | — | -12.38% | |
| 28 | EMR | Emerson Electric Co | 股票-工业 | 1.43% | -0.03% | -0.38% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 1.37% | +0.07% | NEW | |
| 30 | GRMN | Garmin Ltd. | 股票-科技 | 1.35% | -0.07% | -11.78% | |
| 31 | YETI | Yeti Holdings Inc | 股票-周期性消费 | 1.35% | — | -1.83% | |
| 32 | HON | Honeywell International Inc | 股票-工业 | 1.26% | -0.87% | EXIT | |
| 33 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.25% | — | -0.55% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.23% | -0.19% | — | |
| 35 | TREX | Trex Company Inc | 股票-工业 | 1.13% | — | -2.94% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 1.11% | -0.04% | -0.14% | |
| 37 | TFC | Truist Financial CORP | 股票-金融 | 1.09% | — | +0.17% | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.08% | — | -0.88% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | — | +3.05% | |
| 40 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-其他 | 1.01% | — | -0.47% | |
| 41 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 1.00% | +0.05% | +10.60% | |
| 42 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.87% | — | +15.66% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.86% | — | +19.60% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | — | -0.11% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.83% | -0.47% | -0.58% | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.79% | -0.28% | -2.98% | |
| 47 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.73% | -0.38% | +1.16% | |
| 48 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.70% | — | -5.05% | |
| 49 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.70% | +0.19% | -5.27% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.66% | — | -2.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.37% | 减仓 |
| 2 | AMAT | Applied Materials Inc | +0.3% | -3.18% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.2% | +0.41% | 加仓 |
| 4 | ADBE | Adobe Inc | +0.2% | +19.60% | 加仓 |
| 5 | AMGN | Amgen Inc | +0.2% | -1.44% | 减仓 |
| 6 | AMZN | Amazon.com Inc | +0.2% | -1.06% | 减仓 |
| 7 | COST | Costco Wholesale CORP | +0.2% | — | 不变 |
| 8 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | 加仓 |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +4.46% | 加仓 |
| 10 | LLY | Eli Lilly & Co | +0.1% | +13.36% | 加仓 |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +2.91% | 加仓 |
| 12 | EG | Everest Group, Ltd. | +0.1% | NEW | 新建仓 |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | 新建仓 |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +2.85% | 加仓 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建仓 |
| 16 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +10.60% | 加仓 |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +3.72% | 加仓 |
| 18 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +31.03% | 加仓 |
| 19 | TPL | Texas Pacific Land CORP | +0.1% | — | 不变 |
| 20 | OEF | Ishares S&p 100 ETF | +0.1% | -1.98% | 减仓 |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +4.96% | 加仓 |
| 22 | RTX | Rtx CORP | +0.1% | -0.28% | 减仓 |
| 23 | NVDA | Nvidia CORP | +0.1% | +885.79% | 加仓 |
| 24 | JNJ | Johnson & Johnson | 0% | +3.05% | 加仓 |
| 25 | USB | US Bancorp | -0.1% | — | 不变 |
| 26 | KEYS | Keysight Technologies In | -0.1% | -5.11% | 减仓 |
| 27 | CMI | Cummins Inc | -0.1% | +0.15% | 加仓 |
| 28 | IBM | Intl Business Machines CORP | -0.1% | -0.11% | 减仓 |
| 29 | PEP | Pepsico Inc | -0.1% | -0.44% | 减仓 |
| 30 | RMD | Resmed Inc | -0.1% | -18.19% | 减仓 |
| 31 | DVN | Devon Energy CORP | -0.1% | -8.66% | 减仓 |
| 32 | SSO | Proshares Ultra S&p500 | -0.1% | EXIT | 清仓 |
| 33 | ACN | Accenture plc | -0.1% | — | 不变 |
| 34 | VEEV | Veeva Systems Inc-class A | -0.1% | +2.81% | 加仓 |
| 35 | UPS | United Parcel Service-cl B | -0.1% | -0.35% | 减仓 |
| 36 | LYB | LyondellBasell Industries N.V. | -0.1% | -0.42% | 减仓 |
| 37 | ABBV | Abbvie Inc | -0.1% | -0.54% | 减仓 |
| 38 | LULU | Lululemon Athletica Inc | -0.1% | +15.66% | 加仓 |
| 39 | FDMT | 4d Molecular Therapeutics In | -0.1% | — | 不变 |
| 40 | HD | Home Depot Inc | -0.1% | -0.14% | 减仓 |
| 41 | PFE | Pfizer Inc | -0.1% | EXIT | 清仓 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | -1.47% | 减仓 |
| 43 | MNST | Monster Beverage CORP | -0.2% | -5.27% | 减仓 |
| 44 | FIVE | Five Below | -0.2% | +3.02% | 加仓 |
| 45 | SBUX | Starbucks CORP | -0.2% | -0.88% | 减仓 |
| 46 | ALGN | Align Technology Inc | -0.2% | -4.22% | 减仓 |
| 47 | MA | Mastercard Inc - A | -0.3% | -1.01% | 减仓 |
| 48 | BOX | Box Inc - Class A | -0.3% | -12.38% | 减仓 |
| 49 | TREX | Trex Company Inc | -0.4% | -2.94% | 减仓 |
| 50 | CRM | Salesforce Inc | -0.5% | -2.59% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Peloton Wealth Strategists 在 Q2 2024 季度的美股持仓总市值约为 US$2.7亿，共申报了 92 个公开持股仓位。
在 Q2 2024 季度，Peloton Wealth Strategists 按市值排列的前三大核心持股分别为：GOOGL (3.4%)、MA (3.2%)、MSFT (3.2%)。其中最大持股仓位 GOOGL 占据整体投资组合约 3.4% 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
EG
市值: US$27.2万
本季最大获利了结 / 清仓标的
PFE
前期市值: US$32.3万
在 Q2 2024 季度中，Peloton Wealth Strategists 共进行了 45 项持仓异动，包含新建仓 3 个仓位、加仓 17 个仓位、减仓 23 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 EG。 本季清仓仓位包含 PFE。
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。