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: 0001989744
申报总市值
US$3.4亿
US$3.4亿
125 檔
37.2%
在 Q4 2024 的 13F 官方备案中，PFW Advisors LLC 管理的美股投资组合规模来到 US$3.4亿，整体持股档数为 125 档。
在 Q4 2024，PFW Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 20 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，PFW Advisors LLC 的前 5 大核心持股（包含 VMC, KO, IWF 等）合计占整体申报市值的 37.2%，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 | VMC | Vulcan Materials Co | 股票-原材料 | 9.51% | +0.04% | — | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 8.92% | -0.12% | -4.00% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.73% | +0.60% | +1.50% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.87% | +0.31% | -1.34% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 5.25% | +0.23% | -1.67% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.71% | -0.10% | +57.06% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.70% | +0.01% | +2.33% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.46% | +0.08% | +1.09% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.16% | +0.21% | -33.68% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.04% | +0.20% | -7.45% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.00% | — | +2.22% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.98% | -0.09% | +2.27% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.92% | +0.02% | +2.03% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.88% | — | +2.24% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.86% | — | +1.27% | |
| 16 | PHYL | Pgim Active High Yield Bond | ETF-非投资级债 | 1.46% | -0.05% | +1.39% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | +0.04% | -0.31% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.16% | -0.15% | +7.31% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.11% | -0.04% | +8.66% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.01% | -1.82% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 0.96% | -0.03% | -0.06% | |
| 22 | ACN | Accenture plc | 股票-科技 | 0.89% | -0.17% | +0.02% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.88% | +0.04% | +11.02% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.02% | -0.45% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | -0.03% | +1.66% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | -0.03% | +1.09% | |
| 27 | EMR | Emerson Electric Co | 股票-工业 | 0.80% | — | +0.00% | |
| 28 | BLK | Blackrock Inc | 股票-金融 | 0.79% | -0.06% | — | |
| 29 | ICE | Intercontinental Exchange In | 股票-金融 | 0.76% | -0.22% | -0.14% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.76% | -0.16% | +0.16% | |
| 31 | ITW | Illinois Tool Works | 股票-工业 | 0.75% | -0.05% | +2.15% | |
| 32 | PAYX | Paychex Inc | 股票-科技 | 0.74% | +0.03% | +0.04% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.73% | +0.07% | -10.06% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.73% | -0.17% | +0.20% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.04% | +0.26% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.72% | -0.06% | +1.91% | |
| 37 | PSX | Phillips 66 | 股票-能源 | 0.66% | -0.96% | EXIT | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | -0.09% | +1.18% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | -0.09% | -0.53% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.62% | — | +1.68% | |
| 41 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.55% | -0.04% | +1.61% | |
| 42 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.55% | -0.07% | +1.09% | |
| 43 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.54% | -0.47% | +0.22% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.49% | -0.09% | -0.30% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.47% | +0.09% | +0.30% | |
| 46 | LIN | Linde plc | 股票-原材料 | 0.46% | -0.02% | -0.11% | |
| 47 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.44% | +0.02% | -49.01% | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.42% | -0.05% | +0.64% | |
| 49 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.41% | +0.01% | -3.64% | |
| 50 | CBSH | Commerce Bancshares Inc | 股票-金融 | 0.41% | +0.02% | +4.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | +0.9% | +57.06% | 加仓 |
| 2 | BLK | Blackrock Inc | +0.8% | NEW | 新建仓 |
| 3 | IWF | Ishares Russell 1000 Growth | +0.7% | +1.50% | 加仓 |
| 4 | AAPL | Apple Inc | +0.3% | +2.03% | 加仓 |
| 5 | IWR | Ishares Russell Mid-cap ETF | +0.2% | -1.67% | 减仓 |
| 6 | CSCO | Cisco Systems Inc | +0.1% | +0.26% | 加仓 |
| 7 | V | Visa Inc-class A Shares | +0.1% | -0.45% | 减仓 |
| 8 | TSLA | Tesla Inc | +0.1% | -0.68% | 减仓 |
| 9 | WMT | Walmart Inc | +0.1% | -0.30% | 减仓 |
| 10 | AVGO | Broadcom Inc | +0.1% | +915.16% | 加仓 |
| 11 | ACWI | Ishares Msci Acwi ETF | +0.1% | +11.02% | 加仓 |
| 12 | ACN | Accenture plc | +0.1% | +0.02% | 加仓 |
| 13 | PAYX | Paychex Inc | +0.1% | +0.04% | 加仓 |
| 14 | SBUX | Starbucks CORP | +0.1% | +1.68% | 加仓 |
| 15 | IWD | Ishares Russell 1000 Value E | +0.1% | -1.34% | 减仓 |
| 16 | HD | Home Depot Inc | +0.1% | -0.06% | 减仓 |
| 17 | AAON | Aaon Inc | +0.1% | NEW | 新建仓 |
| 18 | PRIM | Primoris Services CORP | +0.1% | NEW | 新建仓 |
| 19 | MCD | Mcdonald's CORP | +0.1% | +0.16% | 加仓 |
| 20 | EMR | Emerson Electric Co | +0.1% | +0.00% | 加仓 |
| 21 | HLI | Houlihan Lokey Inc | +0.1% | NEW | 新建仓 |
| 22 | APP | Applovin Corp-class A | +0.1% | NEW | 新建仓 |
| 23 | FCNCA | First Citizens Bcshs -cl A | +0.1% | NEW | 新建仓 |
| 24 | VO | Vanguard Mid-cap ETF | +0.1% | +1.66% | 加仓 |
| 25 | BSX | Boston Scientific CORP | +0.1% | NEW | 新建仓 |
| 26 | NOW | Servicenow Inc | +0.1% | NEW | 新建仓 |
| 27 | SPGI | S&p Global Inc | +0.1% | NEW | 新建仓 |
| 28 | AON | Aon plc | +0.1% | +1.66% | 加仓 |
| 29 | ABT | Abbott Laboratories | +0.1% | +1.91% | 加仓 |
| 30 | CBSH | Commerce Bancshares Inc | +0.1% | +4.71% | 加仓 |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +0.02% | 加仓 |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +7.31% | 加仓 |
| 33 | ITW | Illinois Tool Works | 0% | +2.15% | 加仓 |
| 34 | NVDA | Nvidia CORP | 0% | -1.82% | 减仓 |
| 35 | ICE | Intercontinental Exchange In | 0% | -0.14% | 减仓 |
| 36 | VMC | Vulcan Materials Co | — | — | 不变 |
| 37 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.33% | 加仓 |
| 38 | ASML | ASML Holding N.V. | -0.1% | EXIT | 清仓 |
| 39 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | 清仓 |
| 40 | AMGN | Amgen Inc | -0.1% | +1.80% | 加仓 |
| 41 | MSFT | Microsoft CORP | -0.1% | -0.31% | 减仓 |
| 42 | PLD | Prologis Inc | -0.2% | -60.79% | 减仓 |
| 43 | PSX | Phillips 66 | -0.2% | -1.29% | 减仓 |
| 44 | NKE | Nike Inc -cl B | -0.3% | EXIT | 清仓 |
| 45 | EEM | Ishares Msci Emerging Market | -0.3% | -7.45% | 减仓 |
| 46 | VONE | Vanguard Russell 1000 | -0.4% | -49.01% | 减仓 |
| 47 | CMCSA | Comcast Corp-class A | -0.5% | -76.67% | 减仓 |
| 48 | BLKCHF | Blackrock Inc | -0.6% | EXIT | 清仓 |
| 49 | KO | Coca-cola Co/the | -0.9% | -4.00% | 减仓 |
| 50 | IWM | Ishares Russell 2000 ETF | -0.9% | -33.68% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，PFW Advisors LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.4亿，共申报了 125 个公开持股仓位。
在 Q4 2024 季度，PFW Advisors LLC 按市值排列的前三大核心持股分别为：VMC (9.5%)、KO (8.9%)、IWF (8.7%)。其中最大持股仓位 VMC 占据整体投资组合约 9.5% 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
BLK
市值: US$256.7万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$197.9万
在 Q4 2024 季度中，PFW Advisors LLC 共进行了 49 项持仓异动，包含新建仓 9 个仓位、加仓 20 个仓位、减仓 16 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。