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: 0001964544
申报总市值
US$14.9亿
US$14.9亿
98 檔
22.7%
根据最新整理的 13F 季度数据集，Petredis Investment Advisors LLC 于 Q4 2024 结束时的管理资产规模为 US$14.9亿。该机构在本季度申报了 98 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Petredis Investment Advisors LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 39 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Petredis Investment Advisors LLC 的前 5 大核心持股（包含 MGK, XLF, NVDA 等）合计占整体申报市值的 22.7%，反映机构在主要关键仓位上的权重分布。
本季最大获利了结 / 清仓标的
PFE
前期市值: US$231.8万
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 9.21% | -0.15% | +3.23% | |
| 2 | XLF | Ss Financial Select Sector | ETF-其他 | 9.05% | -0.87% | +6.25% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.77% | -0.35% | -2.55% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.39% | -0.64% | -2.61% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.37% | -0.27% | -1.85% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.61% | -0.32% | -6.13% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.81% | +0.07% | -2.77% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.51% | -0.16% | -1.82% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.32% | +0.52% | -8.85% | |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 3.17% | +0.02% | +21.07% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.75% | -0.40% | -1.13% | |
| 12 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 2.33% | -0.26% | -9.25% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.15% | -0.05% | +88.69% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.60% | +0.18% | -2.64% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.55% | -0.24% | -1.54% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.47% | -0.08% | -2.53% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.43% | -0.36% | +8.08% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.41% | +0.01% | -0.68% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.41% | -0.28% | -4.47% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.18% | -0.12% | -5.85% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.10% | -0.08% | -1.62% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.02% | -0.09% | +4.41% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.98% | +0.64% | +31.66% | |
| 24 | GE | General Electric | 股票-工业 | 0.92% | +0.08% | -1.41% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.90% | +0.06% | -1.91% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.21% | -2.07% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.77% | +0.87% | -2.46% | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 0.73% | -0.24% | -1.49% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | -0.03% | -1.06% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 0.70% | -0.06% | -2.29% | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.68% | -0.16% | -1.72% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.09% | -1.81% | |
| 33 | APH | Amphenol Corp-cl A | 股票-科技 | 0.64% | +0.14% | -1.14% | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.63% | -0.13% | -0.86% | |
| 35 | VLO | Valero Energy CORP | 股票-能源 | 0.61% | -0.13% | -3.11% | |
| 36 | FAST | Fastenal Co | 股票-工业 | 0.61% | -0.09% | -20.50% | |
| 37 | EOG | Eog Resources Inc | 股票-能源 | 0.60% | -0.15% | -1.77% | |
| 38 | AME | Ametek Inc | 股票-工业 | 0.59% | -0.04% | -20.09% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.58% | +0.73% | -2.51% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | -0.07% | -1.82% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | -0.10% | -3.43% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.50% | +0.01% | -2.15% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.49% | -0.14% | -2.18% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.49% | +0.20% | -1.90% | |
| 45 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.48% | -0.03% | -1.41% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.05% | -1.40% | |
| 47 | GEV | GE Vernova Inc | 股票-工业 | 0.45% | +0.11% | -1.28% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.43% | -0.08% | -1.91% | |
| 49 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.42% | -0.04% | -2.05% | |
| 50 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.40% | -0.09% | -1.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +1% | +88.69% | 加仓 |
| 2 | XLF | Ss Financial Select Sector | +0.8% | +6.25% | 加仓 |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | +0.6% | +21.07% | 加仓 |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +3.23% | 加仓 |
| 5 | TSLA | Tesla Inc | +0.5% | -2.53% | 减仓 |
| 6 | AMZN | Amazon.com Inc | +0.4% | -1.82% | 减仓 |
| 7 | AVGO | Broadcom Inc | +0.3% | -0.68% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.77% | 减仓 |
| 9 | NVDA | Nvidia CORP | +0.3% | -2.55% | 减仓 |
| 10 | SMH | Vaneck Semiconductor ETF | +0.2% | +31.66% | 加仓 |
| 11 | AAPL | Apple Inc | +0.1% | -1.85% | 减仓 |
| 12 | NFLX | Netflix Inc | +0.1% | -1.49% | 减仓 |
| 13 | CRM | Salesforce Inc | +0.1% | -1.81% | 减仓 |
| 14 | GEV | GE Vernova Inc | +0.1% | -1.28% | 减仓 |
| 15 | NOW | Servicenow Inc | +0.1% | -2.29% | 减仓 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +129.79% | 加仓 |
| 17 | V | Visa Inc-class A Shares | +0.1% | -1.06% | 减仓 |
| 18 | XLI | Ss Industrial Select Sector | +0.1% | +31.08% | 加仓 |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.90% | 减仓 |
| 20 | BKNG | Booking Holdings Inc | +0.1% | -2.05% | 减仓 |
| 21 | XLY | Ss Consumer Disc Select Sect | 0% | -5.85% | 减仓 |
| 22 | ABBV | Abbvie Inc | -0.1% | -2.03% | 减仓 |
| 23 | DHR | Danaher CORP | -0.1% | -2.35% | 减仓 |
| 24 | LYB | LyondellBasell Industries N.V. | -0.1% | -1.59% | 减仓 |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | EXIT | 清仓 |
| 26 | ADBE | Adobe Inc | -0.1% | -2.86% | 减仓 |
| 27 | MRK | Merck & Co. Inc. | -0.1% | -1.59% | 减仓 |
| 28 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | -2.15% | 减仓 |
| 29 | BHP | Bhp Group Ltd-spon Adr | -0.1% | -1.06% | 减仓 |
| 30 | VLO | Valero Energy CORP | -0.1% | -3.11% | 减仓 |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.30% | 减仓 |
| 32 | MU | Micron Technology Inc | -0.1% | -0.85% | 减仓 |
| 33 | XLV | Ss Health Care Select Sector | -0.1% | +4.41% | 加仓 |
| 34 | HD | Home Depot Inc | -0.1% | -1.62% | 减仓 |
| 35 | MELI | Mercadolibre Inc | -0.1% | -1.07% | 减仓 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -3.43% | 减仓 |
| 37 | LMT | Lockheed Martin CORP | -0.1% | -2.18% | 减仓 |
| 38 | AME | Ametek Inc | -0.1% | -20.09% | 减仓 |
| 39 | GE | General Electric | -0.2% | -1.41% | 减仓 |
| 40 | FAST | Fastenal Co | -0.2% | -20.50% | 减仓 |
| 41 | AMAT | Applied Materials Inc | -0.2% | -2.51% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -0.2% | -1.91% | 减仓 |
| 43 | UPS | United Parcel Service-cl B | -0.2% | EXIT | 清仓 |
| 44 | PFE | Pfizer Inc | -0.3% | EXIT | 清仓 |
| 45 | XLK | Ss Technology Select Sector | -0.3% | -8.85% | 减仓 |
| 46 | AMD | Advanced Micro Devices | -0.3% | -2.46% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | -2.64% | 减仓 |
| 48 | VOOV | Vanguard S&p 500 Value ETF | -0.4% | -9.25% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.4% | -2.61% | 减仓 |
| 50 | MGV | Vanguard Mega Cap Value ETF | -0.6% | -6.13% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Petredis Investment Advisors LLC 在 Q4 2024 季度的美股持仓总市值约为 US$14.9亿，共申报了 98 个公开持股仓位。
在 Q4 2024 季度，Petredis Investment Advisors LLC 按市值排列的前三大核心持股分别为：MGK (9.2%)、XLF (9.1%)、NVDA (5.8%)。其中最大持股仓位 MGK 占据整体投资组合约 9.2% 的权重。
在 Q4 2024 季度中，Petredis Investment Advisors LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 8 个仓位、减仓 39 个仓位以及清仓 3 个仓位。 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。
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。