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: 0001962628
申报总市值
US$1.4亿
US$1.4亿
194 檔
9.4%
Q3 2024 季度申报显示，Phillips Wealth Planners LLC 披露的美股组合总市值为 US$1.4亿，涵盖 194 个不同之权益投资仓位。
在 Q3 2024 期间，Phillips Wealth Planners LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Phillips Wealth Planners LLC 的前 5 大核心持股（包含 VOO, MSFT, AVGO 等）合计占整体申报市值的 9.4%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.48% | -0.22% | +2.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.08% | +5.20% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 1.95% | -0.33% | +933.60% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.61% | — | +1.17% | |
| 5 | WMB | Williams Cos Inc | 股票-能源 | 1.56% | -0.01% | -13.62% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.55% | +0.18% | -2.50% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 1.46% | +0.09% | -3.66% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.45% | +0.09% | +4.74% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.42% | -0.02% | -9.63% | |
| 10 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.38% | -0.02% | +5.10% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.34% | +0.03% | — | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.32% | -0.10% | -17.38% | |
| 13 | PNC | Pnc Financial Services Group | 股票-金融 | 1.31% | +0.07% | +2.24% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.26% | +0.09% | +4.70% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.26% | -0.05% | +3.75% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.25% | +0.39% | -5.48% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.16% | +0.17% | -15.06% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.13% | +0.01% | +13.58% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.12% | -0.20% | +0.16% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.02% | +7.02% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.00% | +0.03% | -4.56% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | +0.10% | +3.10% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.96% | +0.15% | +45.27% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.96% | +0.19% | +3.14% | |
| 25 | AMGN | Amgen Inc | 股票-医疗保健 | 0.96% | +0.05% | -4.53% | |
| 26 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.95% | -0.07% | +2.08% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.86% | +0.10% | +4.04% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | +0.17% | +126.55% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.79% | — | +3.89% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | +0.27% | +19.96% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | -0.08% | -0.08% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -0.92% | EXIT | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.73% | — | +45.91% | |
| 34 | AFL | Aflac Inc | 股票-金融 | 0.71% | +0.02% | -1.36% | |
| 35 | TGT | Target CORP | 股票-周期性消费 | 0.69% | — | +11.95% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | +0.13% | +22.12% | |
| 37 | ICE | Intercontinental Exchange In | 股票-金融 | 0.65% | -0.01% | +5.62% | |
| 38 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.64% | -0.04% | +2.97% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.64% | — | +2.81% | |
| 40 | HON | Honeywell International Inc | 股票-工业 | 0.64% | — | +12.25% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.64% | -0.04% | -16.32% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.61% | +0.06% | -19.36% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.61% | -0.09% | -17.03% | |
| 44 | TT | Trane Technologies plc | 股票-工业 | 0.61% | -0.01% | +3.13% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.61% | -0.25% | -34.95% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.60% | +0.09% | -1.45% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.60% | — | +6.37% | |
| 48 | ETN | Eaton Corporation plc | 股票-工业 | 0.59% | -0.03% | -1.04% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.58% | -0.31% | EXIT | |
| 50 | USB | US Bancorp | 股票-金融 | 0.57% | +0.02% | +2.06% |
根据 SEC 官方 Form 13F 申报备案，Phillips Wealth Planners LLC 在 Q3 2024 季度的美股持仓总市值约为 US$1.4亿，共申报了 194 个公开持股仓位。
在 Q3 2024 季度，Phillips Wealth Planners LLC 按市值排列的前三大核心持股分别为：VOO (4.5%)、MSFT (2.6%)、AVGO (1.9%)。其中最大持股仓位 VOO 占据整体投资组合约 4.5% 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。
在 Q3 2024 季度中，Phillips Wealth Planners LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。