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: 0001975417
申报总市值
US$25.3亿
US$25.3亿
484 檔
16.5%
根据最新整理的 13F 季度数据集，Pine Valley Investments Ltd Liability Co 于 Q3 2024 结束时的管理资产规模为 US$25.3亿。该机构在本季度申报了 484 档美股持仓，呈现出该时期的主要投资地图。
Pine Valley Investments Ltd Liability Co 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 20 档持股的同时，亦同步清仓 6 档并减仓 16 档标的。
在资产配置集中度方面，Pine Valley Investments Ltd Liability Co 的前 5 大核心持股（包含 SPY, FIXD, AAPL 等）合计占整体申报市值的 16.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 484 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.95% | +0.65% | +21.33% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-其他 | 3.36% | -0.04% | -8.53% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.95% | -0.50% | -35.47% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | -0.76% | +3.15% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.94% | -0.28% | -0.56% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.79% | +0.14% | — | |
| 7 | NGDN | New Gold Inc | 股票-其他 | 1.67% | -0.04% | EXIT | |
| 8 | AGO | Assured Guaranty Ltd. | 股票-金融 | 1.45% | -0.48% | — | |
| 9 | DIAL | Columbia Divers Fix Inc ETF | ETF-其他 | 1.24% | -1.18% | +19.62% | |
| 10 | EQT | Eqt CORP | 股票-能源 | 1.19% | -0.51% | +29.17% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.18% | -0.15% | +1.48% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.15% | -0.35% | +1.67% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | — | -3.34% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | -0.09% | +13.28% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -0.16% | +2.39% | |
| 16 | PAAS | Pan American Silver CORP | 股票-原材料 | 0.91% | -0.07% | -46.40% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | -0.16% | +1.11% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.89% | +0.04% | +21.14% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | -0.09% | -1.14% | |
| 20 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.85% | -0.08% | +0.33% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.84% | -0.07% | -1.20% | |
| 22 | MMM | 3m Co | 股票-工业 | 0.83% | -0.11% | +0.03% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.82% | -0.03% | +2.87% | |
| 24 | ADBE | Adobe Inc | 股票-科技 | 0.80% | -0.10% | +13.73% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | -0.10% | -0.23% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.74% | -0.12% | +21.90% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.74% | -0.11% | -1.81% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | +0.15% | -20.11% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | -0.06% | +12.62% | |
| 30 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 0.71% | -0.02% | +6.09% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.67% | -0.03% | +5.16% | |
| 32 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.65% | -0.05% | +11.24% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.63% | -0.12% | +0.06% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.17% | -1.19% | |
| 35 | FTNT | Fortinet Inc | 股票-科技 | 0.59% | +0.22% | — | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.58% | +0.44% | +26.36% | |
| 37 | SMIG | Bahl & Gaynor S/m Inc Growth | ETF-其他 | 0.58% | -0.31% | -0.37% | |
| 38 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.57% | — | +48.27% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.56% | — | +8.81% | |
| 40 | KGC | Kinross Gold CORP | 股票-原材料 | 0.55% | -0.05% | -45.25% | |
| 41 | IT | Gartner Inc | 股票-科技 | 0.53% | -0.04% | EXIT | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.52% | -0.49% | +3.19% | |
| 43 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.52% | -0.05% | -1.92% | |
| 44 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.47% | — | -0.93% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | -0.01% | -23.57% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.46% | -0.02% | -1.79% | |
| 47 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.46% | -0.01% | +2.52% | |
| 48 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.44% | -0.06% | -2.28% | |
| 49 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.43% | +0.05% | +37.03% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | -0.06% | +0.87% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.3% | +21.33% | 加仓 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.8% | NEW | 新建仓 |
| 3 | FTNT | Fortinet Inc | +0.6% | NEW | 新建仓 |
| 4 | DINO | Hf Sinclair CORP | +0.4% | NEW | 新建仓 |
| 5 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +21.90% | 加仓 |
| 6 | JSI | Jh Securitized Income ETF | +0.3% | NEW | 新建仓 |
| 7 | CMG | Chipotle Mexican Grill Inc | +0.2% | +1597.13% | 加仓 |
| 8 | LULU | Lululemon Athletica Inc | +0.2% | +964.19% | 加仓 |
| 9 | FTCS | First Trust Capital Strength | +0.2% | NEW | 新建仓 |
| 10 | TGT | Target CORP | +0.2% | NEW | 新建仓 |
| 11 | EQT | Eqt CORP | +0.2% | +29.17% | 加仓 |
| 12 | DIAL | Columbia Divers Fix Inc ETF | +0.2% | +19.62% | 加仓 |
| 13 | MMM | 3m Co | +0.2% | +0.03% | 加仓 |
| 14 | EG | Everest Group, Ltd. | +0.2% | NEW | 新建仓 |
| 15 | FTSL | First Trust Senior Loan ETF | +0.1% | +64.53% | 加仓 |
| 16 | RTX | Rtx CORP | +0.1% | NEW | 新建仓 |
| 17 | ABBV | Abbvie Inc | +0.1% | +12.62% | 加仓 |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +112.38% | 加仓 |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +131.15% | 加仓 |
| 20 | PM | Philip Morris International | +0.1% | +225.39% | 加仓 |
| 21 | UITB | Victoryshares Core Intermedi | +0.1% | +37.03% | 加仓 |
| 22 | NGDN | New Gold Inc | +0.1% | -22.69% | 减仓 |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +21.14% | 加仓 |
| 24 | V | Visa Inc-class A Shares | +0.1% | +13.28% | 加仓 |
| 25 | IT | Gartner Inc | +0.1% | +15.59% | 加仓 |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | +5.16% | 加仓 |
| 27 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +26.69% | 加仓 |
| 28 | ORCL | Oracle CORP | +0.1% | -1.19% | 减仓 |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +1.11% | 加仓 |
| 30 | HD | Home Depot Inc | +0.1% | -1.81% | 减仓 |
| 31 | ✓ | Raytheon Technologies CORP | -0.1% | EXIT | 清仓 |
| 32 | STT | State Street CORP | -0.1% | -76.86% | 减仓 |
| 33 | BTG | B2gold CORP | -0.2% | -97.69% | 减仓 |
| 34 | EEM | Ishares Msci Emerging Market | -0.2% | -58.39% | 减仓 |
| 35 | EFA | Ishares Msci Eafe ETF | -0.2% | -23.57% | 减仓 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.14% | 减仓 |
| 37 | IWM | Ishares Russell 2000 ETF | -0.2% | -20.11% | 减仓 |
| 38 | ✓ | First Trust Capital Strength ETF | -0.2% | EXIT | 清仓 |
| 39 | DG | Dollar General CORP | -0.2% | EXIT | 清仓 |
| 40 | VALE | Vale S.A. | -0.2% | EXIT | 清仓 |
| 41 | HUM | Humana Inc | -0.3% | -85.91% | 减仓 |
| 42 | AVGO | Broadcom Inc | -0.3% | +82.11% | 加仓 |
| 43 | XLF | Ss Financial Select Sector | -0.3% | -65.11% | 减仓 |
| 44 | KGC | Kinross Gold CORP | -0.4% | -45.25% | 减仓 |
| 45 | FIXD | First Trust Smith Opportunis | -0.4% | -8.53% | 减仓 |
| 46 | ✓ | Fortinet Inc | -0.4% | EXIT | 清仓 |
| 47 | FTSM | First Trust Enh Short Mat Fd | -0.8% | -64.59% | 减仓 |
| 48 | PAAS | Pan American Silver CORP | -0.9% | -46.40% | 减仓 |
| 49 | AAPL | Apple Inc | -1.5% | -35.47% | 减仓 |
| 50 | ✓ | Invesco Qqq Tr | -1.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Pine Valley Investments Ltd Liability Co 在 Q3 2024 季度的美股持仓总市值约为 US$25.3亿，共申报了 484 个公开持股仓位。
在 Q3 2024 季度，Pine Valley Investments Ltd Liability Co 按市值排列的前三大核心持股分别为：SPY (14.9%)、FIXD (3.4%)、AAPL (3.0%)。其中最大持股仓位 SPY 占据整体投资组合约 14.9% 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
QQQ
市值: US$2956.3万
本季最大获利了结 / 清仓标的
INVESCO QQQ TR
前期市值: US$2346.6万
在 Q3 2024 季度中，Pine Valley Investments Ltd Liability Co 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 20 个仓位、减仓 16 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 QQQ。 本季清仓仓位包含 INVESCO QQQ TR。
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。