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: 0001906799
申报总市值
US$4.6亿
US$4.6亿
218 檔
17.4%
截至 Q3 2024 季度末，Peterson Wealth Services 的美股持仓估值约为 US$4.6亿，全数申报仓位共有 218 档。
在 Q3 2024，Peterson Wealth Services 操作展现出积极扩展与加仓意向。本季共新建仓 93 个新仓位，并对 90 个既有持股进行加仓（合计增持 183 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Peterson Wealth Services 的前 5 大核心持股（包含 AAPL, NVDA, VUG 等）合计占整体申报市值的 17.4%，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
ADI
市值: US$180.0万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$312.8万
仅显示前 200 大持股（共 218 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 | AAPL | Apple Inc | 股票-科技 | 7.35% | +0.03% | +1.45% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.23% | +0.01% | -0.06% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.24% | -0.19% | -8.68% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.12% | -0.64% | +2.45% | |
| 5 | TSLA | Tesla Inc | 股票-周期性消费 | 3.49% | -0.06% | +1.67% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.38% | -0.01% | +2.11% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.07% | +0.21% | +726.50% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.04% | -0.08% | +3.51% | |
| 9 | RJF | Raymond James Financial Inc | 股票-金融 | 2.58% | -0.15% | +3.17% | |
| 10 | FIX | Comfort Systems USA Inc | 股票-工业 | 2.41% | +1.37% | +40.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.17% | -0.17% | +3.39% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | -0.12% | -4.42% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.89% | +0.01% | +6.20% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.83% | -0.01% | +5.02% | |
| 15 | CNQ | Canadian Natural Resources | 股票-能源 | 1.72% | -0.65% | +4.75% | |
| 16 | ASML | ASML Holding N.V. | 股票-科技 | 1.72% | +0.73% | +118.06% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.57% | — | +3.27% | |
| 18 | SYK | Stryker CORP | 股票-医疗保健 | 1.47% | -0.17% | +3.35% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.43% | — | +4.92% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.35% | -0.07% | +5.67% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.31% | +0.17% | +2.21% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 1.29% | +0.01% | +4.46% | |
| 23 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.22% | -0.01% | +5.68% | |
| 24 | FANG | Diamondback Energy Inc | 股票-能源 | 1.18% | -0.06% | +7.11% | |
| 25 | MSI | Motorola Solutions Inc | 股票-科技 | 1.13% | -0.09% | -0.78% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.11% | -0.10% | +3.26% | |
| 27 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.05% | -0.19% | +3.57% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.00% | -0.13% | +447.59% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | +0.01% | +0.04% | |
| 30 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.91% | +0.16% | +4.19% | |
| 31 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.91% | — | +4.57% | |
| 32 | ETN | Eaton Corporation plc | 股票-工业 | 0.89% | +0.07% | +0.06% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.88% | -0.20% | +4.25% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.88% | -0.04% | +6.49% | |
| 35 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.87% | -0.08% | +10.75% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.82% | — | -11.53% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.27% | +6.19% | |
| 38 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.78% | — | +7.46% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.77% | — | +8.68% | |
| 40 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.69% | -0.03% | +6.62% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.69% | +0.14% | +309.14% | |
| 42 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.68% | -0.47% | +13.11% | |
| 43 | MTDR | Matador Resources Co | 股票-能源 | 0.68% | — | +6.70% | |
| 44 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.66% | — | +7.09% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | -0.05% | +11.76% | |
| 46 | APA | Apa CORP | 股票-能源 | 0.62% | — | +7.17% | |
| 47 | ADI | Analog Devices Inc | 股票-科技 | 0.58% | +0.07% | — | |
| 48 | CME | Cme Group Inc | 股票-金融 | 0.57% | -0.23% | +10.48% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | +0.01% | +0.76% | |
| 50 | FIS | Fidelity National Info Serv | 股票-科技 | 0.54% | -0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA Inc | +0.9% | +40.09% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +0.8% | +447.59% | 加仓 |
| 3 | ASML | ASML Holding N.V. | +0.7% | +118.06% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.7% | +1.67% | 加仓 |
| 5 | ADI | Analog Devices Inc | +0.6% | NEW | 新建仓 |
| 6 | FIS | Fidelity National Info Serv | +0.5% | NEW | 新建仓 |
| 7 | UNH | Unitedhealth Group Inc | +0.5% | +309.14% | 加仓 |
| 8 | RS | Reliance Inc | +0.3% | NEW | 新建仓 |
| 9 | HD | Home Depot Inc | +0.2% | +5.02% | 加仓 |
| 10 | AAPL | Apple Inc | +0.2% | +1.45% | 加仓 |
| 11 | IESC | Ies Holdings Inc | +0.2% | +7.53% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.39% | 加仓 |
| 13 | LNTH | Lantheus Holdings Inc | +0.1% | +8.23% | 加仓 |
| 14 | WMT | Walmart Inc | +0.1% | +4.25% | 加仓 |
| 15 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | 新建仓 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.92% | 加仓 |
| 17 | PHM | Pultegroup Inc | +0.1% | NEW | 新建仓 |
| 18 | CB | Chubb Limited | +0.1% | +6.49% | 加仓 |
| 19 | APD | Air Products & Chemicals Inc | +0.1% | +6.62% | 加仓 |
| 20 | AAON | Aaon Inc | +0.1% | +10.98% | 加仓 |
| 21 | DHI | Dr Horton Inc | +0.1% | NEW | 新建仓 |
| 22 | LEN | Lennar Corp-a | +0.1% | NEW | 新建仓 |
| 23 | NEM | Newmont CORP | +0.1% | NEW | 新建仓 |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | NEW | 新建仓 |
| 25 | CVX | Chevron CORP | +0.1% | NEW | 新建仓 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +11.76% | 加仓 |
| 27 | BC | Brunswick CORP | +0.1% | +21.23% | 加仓 |
| 28 | JNP | Juniper Networks Inc | +0.1% | NEW | 新建仓 |
| 29 | ADP | Automatic Data Processing | +0.1% | NEW | 新建仓 |
| 30 | PSX | Phillips 66 | +0.1% | NEW | 新建仓 |
| 31 | VLO | Valero Energy CORP | +0.1% | NEW | 新建仓 |
| 32 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | 新建仓 |
| 33 | MSI | Motorola Solutions Inc | +0.1% | -0.78% | 减仓 |
| 34 | ZTS | Zoetis Inc | +0.1% | +3.57% | 加仓 |
| 35 | ODFL | Old Dominion Freight Line | +0.1% | +4.57% | 加仓 |
| 36 | CME | Cme Group Inc | +0.1% | +10.48% | 加仓 |
| 37 | MDT | Medtronic plc | +0.1% | +8.41% | 加仓 |
| 38 | UFPT | Ufp Technologies Inc | +0.1% | +8.10% | 加仓 |
| 39 | PCTY | Paylocity Holding CORP | +0.1% | +13.73% | 加仓 |
| 40 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建仓 |
| 41 | ABT | Abbott Laboratories | +0.1% | NEW | 新建仓 |
| 42 | LSTR | Landstar System Inc | +0.1% | NEW | 新建仓 |
| 43 | DXCM | Dexcom Inc | +0.1% | NEW | 新建仓 |
| 44 | MRO* | Marathon Oil CORP | +0.1% | NEW | 新建仓 |
| 45 | NKE | Nike Inc -cl B | +0.1% | NEW | 新建仓 |
| 46 | EOG | Eog Resources Inc | +0.1% | NEW | 新建仓 |
| 47 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新建仓 |
| 48 | OSK | Oshkosh CORP | +0.1% | NEW | 新建仓 |
| 49 | CGNX | Cognex CORP | +0.1% | NEW | 新建仓 |
| 50 | IHI | Ishares U.s. Medical Devices | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Peterson Wealth Services 在 Q3 2024 季度的美股持仓总市值约为 US$4.6亿，共申报了 218 个公开持股仓位。
在 Q3 2024 季度，Peterson Wealth Services 按市值排列的前三大核心持股分别为：AAPL (7.3%)、NVDA (6.2%)、VUG (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.3% 的权重。
在 Q3 2024 季度中，Peterson Wealth Services 共进行了 199 项持仓异动，包含新建仓 93 个仓位、加仓 90 个仓位、减仓 13 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 ADI。 本季清仓仓位包含 INTC。
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。