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: 0002059321
申报总市值
US$13.8亿
US$13.8亿
156 檔
27.7%
Q3 2024 季度申报显示，PKO Investment Management Joint-Stock Co 披露的美股组合总市值为 US$13.8亿，涵盖 156 个不同之权益投资仓位。
在 Q3 2024，PKO Investment Management Joint-Stock Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 18 个仓位并完全清仓 10 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，PKO Investment Management Joint-Stock Co 的前 5 大核心持股（包含 IVV, QQQM, IJR 等）合计占整体申报市值的 27.7%，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
TTWO
市值: US$307.4万
本季最大获利了结 / 清仓标的
MA
前期市值: US$352.9万
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 33.88% | +0.20% | -10.78% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 5.45% | — | — | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.73% | +0.01% | +563.46% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.59% | +0.03% | +11.32% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | -0.53% | +32.35% | |
| 6 | NEM | Newmont CORP | 股票-原材料 | 2.19% | -0.74% | -13.53% | |
| 7 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.11% | -0.75% | +1.14% | |
| 8 | ABX | Barrick Gold CORP | 股票-金融 | 1.95% | — | -5.12% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | +0.58% | -13.64% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.70% | -0.17% | -9.23% | |
| 11 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.65% | -0.24% | +9.53% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | -0.07% | +55.56% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | -0.43% | +1.35% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.26% | -0.30% | — | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.19% | -0.38% | -17.49% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | +0.14% | +960.00% | |
| 17 | FNV | Franco-nevada CORP | 股票-原材料 | 1.04% | -0.39% | -2.59% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.97% | -0.08% | -25.46% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | -0.02% | -18.37% | |
| 20 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.79% | -0.04% | +150.00% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.50% | +10.00% | |
| 22 | GFI | Gold Fields Ltd-spons Adr | 股票-原材料 | 0.76% | -0.35% | +2.55% | |
| 23 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.75% | -0.11% | +3.15% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.73% | -0.04% | +3.92% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.70% | +0.10% | -11.83% | |
| 26 | KGC | Kinross Gold CORP | 股票-原材料 | 0.68% | -0.36% | -18.08% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | +1.32% | — | |
| 28 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.60% | — | +172.73% | |
| 29 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.58% | +0.03% | — | |
| 30 | COP | Conocophillips | 股票-能源 | 0.56% | -0.21% | +4.09% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.51% | -0.09% | +33.33% | |
| 32 | PAAS | Pan American Silver CORP | 股票-原材料 | 0.51% | -0.24% | -17.97% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.50% | +0.07% | +60.00% | |
| 34 | RGLD | Royal Gold Inc | 股票-原材料 | 0.50% | -0.19% | -23.75% | |
| 35 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.49% | +0.04% | — | |
| 36 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.49% | -0.01% | +20.92% | |
| 37 | URTH | Ishares Msci World ETF | ETF-其他 | 0.48% | -0.01% | — | |
| 38 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 0.47% | -0.30% | -17.91% | |
| 39 | MBLY | Mobileye Global Inc-a | 股票-其他 | 0.47% | — | +154.55% | |
| 40 | CLH | Clean Harbors Inc | 股票-工业 | 0.45% | -0.03% | — | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.44% | +1.03% | -39.53% | |
| 42 | SNOW | Snowflake Inc | 股票-科技 | 0.44% | — | +40.91% | |
| 43 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.44% | — | — | |
| 44 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.43% | +0.16% | -11.76% | |
| 45 | HMY | Harmony Gold Mng-spon Adr | 股票-其他 | 0.41% | -0.04% | -9.87% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | -0.04% | -37.50% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.39% | +0.11% | -1.36% | |
| 48 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.38% | -0.09% | — | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 0.37% | -0.24% | -9.80% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.36% | +2.02% | +86.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +2.4% | +563.46% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.5% | +32.35% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +55.56% | 加仓 |
| 4 | AEM | Agnico Eagle Mines LTD | +0.4% | +1.14% | 加仓 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | +11.32% | 加仓 |
| 6 | WPM | Wheaton Precious Metals CORP | +0.4% | +9.53% | 加仓 |
| 7 | LRCXEUR | Lam Research CORP | +0.3% | +172.73% | 加仓 |
| 8 | DXCM | Dexcom Inc | +0.3% | +150.00% | 加仓 |
| 9 | ABX | Barrick Gold CORP | +0.2% | -5.12% | 减仓 |
| 10 | NEM | Newmont CORP | +0.2% | -13.53% | 减仓 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +10.00% | 加仓 |
| 12 | PYPL | Paypal Holdings Inc | +0.2% | — | 不变 |
| 13 | AVGO | Broadcom Inc | +0.1% | +960.00% | 加仓 |
| 14 | AMAT | Applied Materials Inc | +0.1% | +92.86% | 加仓 |
| 15 | QCOM | Qualcomm Inc | +0.1% | +60.00% | 加仓 |
| 16 | MU | Micron Technology Inc | +0.1% | +86.67% | 加仓 |
| 17 | ADBE | Adobe Inc | +0.1% | +33.33% | 加仓 |
| 18 | TSLA | Tesla Inc | +0.1% | -17.49% | 减仓 |
| 19 | MRVL | Marvell Technology Inc | +0.1% | +50.00% | 加仓 |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | — | 不变 |
| 21 | MBLY | Mobileye Global Inc-a | +0.1% | +154.55% | 加仓 |
| 22 | ABT | Abbott Laboratories | -0.1% | -38.10% | 减仓 |
| 23 | SIL1EUR | Silvercrest Metals Inc | -0.1% | -51.83% | 减仓 |
| 24 | RGLD | Royal Gold Inc | -0.1% | -23.75% | 减仓 |
| 25 | ON | On Semiconductor | -0.1% | -33.33% | 减仓 |
| 26 | BVN | Cia De Minas Buenaventur-adr | -0.1% | -23.96% | 减仓 |
| 27 | CRM | Salesforce Inc | -0.2% | -44.40% | 减仓 |
| 28 | JNJ | Johnson & Johnson | -0.2% | -37.50% | 减仓 |
| 29 | VEEV | Veeva Systems Inc-class A | -0.2% | -83.33% | 减仓 |
| 30 | LLY | Eli Lilly & Co | -0.2% | -18.37% | 减仓 |
| 31 | SYK | Stryker CORP | -0.3% | -76.10% | 减仓 |
| 32 | WM | Waste Management Inc | -0.3% | -59.70% | 减仓 |
| 33 | NVDA | Nvidia CORP | -0.3% | -13.64% | 减仓 |
| 34 | AMZN | Amazon.com Inc | -0.4% | -25.46% | 减仓 |
| 35 | INTC | Intel CORP | -0.5% | -39.53% | 减仓 |
| 36 | IVV | Ishares Core S&p 500 ETF | -2.2% | -10.78% | 减仓 |
| 37 | MA | Mastercard Inc - A | — | EXIT | 清仓 |
| 38 | V | Visa Inc-class A Shares | — | EXIT | 清仓 |
| 39 | TTWO | Take-two Interactive Softwre | — | NEW | 新建仓 |
| 40 | NKE | Nike Inc -cl B | — | EXIT | 清仓 |
| 41 | COST | Costco Wholesale CORP | — | EXIT | 清仓 |
| 42 | DECK | Deckers Outdoor CORP | — | EXIT | 清仓 |
| 43 | AXP | American Express Co | — | EXIT | 清仓 |
| 44 | ECL | Ecolab Inc | — | EXIT | 清仓 |
| 45 | EMR | Emerson Electric Co | — | EXIT | 清仓 |
| 46 | TXN | Texas Instruments Inc | — | EXIT | 清仓 |
| 47 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 48 | MELI | Mercadolibre Inc | — | EXIT | 清仓 |
| 49 | NGDN | New Gold Inc | — | NEW | 新建仓 |
| 50 | CRL | Charles River Laboratories | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，PKO Investment Management Joint-Stock Co 在 Q3 2024 季度的美股持仓总市值约为 US$13.8亿，共申报了 156 个公开持股仓位。
在 Q3 2024 季度，PKO Investment Management Joint-Stock Co 按市值排列的前三大核心持股分别为：IVV (33.9%)、QQQM (5.5%)、IJR (2.7%)。其中最大持股仓位 IVV 占据整体投资组合约 33.9% 的权重。
在 Q3 2024 季度中，PKO Investment Management Joint-Stock Co 共进行了 48 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 18 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 TTWO。 本季清仓仓位包含 MA。
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。