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: 0001830817
申报总市值
US$6.1亿
US$6.1亿
224 檔
12.1%
在 Q3 2024 申报期间，Platform Technology Partners（CIK: 0001830817）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$6.1亿，共持有 224 个公开申报仓位。
Platform Technology Partners 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 22 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，Platform Technology Partners 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 12.1%，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 224 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 | AAPL | Apple Inc | 股票-科技 | 9.64% | -0.14% | +1.27% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.94% | -0.25% | -1.10% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.18% | -0.12% | -0.90% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | -0.04% | -2.88% | |
| 5 | APO | Apollo Global Management Inc | 股票-金融 | 2.66% | -0.19% | +3.58% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.24% | -0.13% | +7.45% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.05% | -0.16% | +1.54% | |
| 8 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 1.87% | — | +33.16% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | -0.14% | -1.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.81% | -0.01% | +8.69% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.71% | -0.20% | -5.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.28% | -0.04% | +0.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | +0.09% | +1.28% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.20% | +0.07% | -4.34% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | -0.18% | -1.28% | |
| 16 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 1.19% | -0.06% | +52.91% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.11% | +0.02% | -0.32% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.36% | +22.53% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.04% | -0.15% | -0.27% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 0.98% | -0.14% | -0.37% | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 0.94% | — | -1.01% | |
| 22 | FMHI | First Trust Municipal High I | ETF-其他 | 0.92% | -0.02% | +1.79% | |
| 23 | GE | General Electric | 股票-工业 | 0.92% | +0.04% | -1.91% | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.92% | -0.16% | -1.37% | |
| 25 | BX | Blackstone Inc | 股票-金融 | 0.91% | -0.18% | +4.33% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | -0.06% | — | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.88% | +0.13% | +17.45% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.88% | -0.11% | -0.52% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.84% | +0.04% | -15.72% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | +0.02% | +1.39% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | -0.02% | -0.43% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.82% | -0.12% | +0.55% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.82% | -0.05% | -0.52% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.81% | -0.04% | -13.01% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.81% | +0.02% | -0.53% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | +0.13% | +25.13% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | -0.13% | +0.46% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.75% | +0.13% | -0.22% | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.66% | -0.07% | +0.37% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.66% | — | +11.97% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.66% | -0.03% | -0.48% | |
| 42 | WMT | Walmart Inc | 股票-非周期性消费 | 0.65% | -0.16% | +0.02% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.63% | -0.01% | -2.68% | |
| 44 | ABFL | Abacus Fcf Leaders ETF | ETF-其他 | 0.61% | -0.01% | -5.98% | |
| 45 | WMB | Williams Cos Inc | 股票-能源 | 0.61% | -0.07% | -4.55% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.60% | -0.07% | +0.85% | |
| 47 | TY | Tri-continental CORP | 股票-其他 | 0.60% | -0.03% | — | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | +0.17% | -3.89% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.59% | -0.06% | -0.16% | |
| 50 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.59% | -0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TY | Tri-continental CORP | +0.6% | NEW | 新建仓 |
| 2 | JSCP | Jpmorgan Short Duration Core | +0.4% | +33.16% | 加仓 |
| 3 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.4% | +52.91% | 加仓 |
| 4 | IWO | Ishares Russell 2000 Growth | +0.2% | NEW | 新建仓 |
| 5 | TSLA | Tesla Inc | +0.2% | -1.01% | 减仓 |
| 6 | SBUX | Starbucks CORP | +0.2% | +11.97% | 加仓 |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +7.45% | 加仓 |
| 8 | BX | Blackstone Inc | +0.1% | +4.33% | 加仓 |
| 9 | AAPL | Apple Inc | +0.1% | +1.27% | 加仓 |
| 10 | DFAS | Dimensional US Small Cap ETF | +0.1% | +17.45% | 加仓 |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | NEW | 新建仓 |
| 12 | VUG | Vanguard Growth ETF | +0.1% | +25.13% | 加仓 |
| 13 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +46.71% | 加仓 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.54% | 加仓 |
| 15 | LMT | Lockheed Martin CORP | +0.1% | +0.46% | 加仓 |
| 16 | CRMT | America's Car-mart Inc | +0.1% | NEW | 新建仓 |
| 17 | RTX | Rtx CORP | +0.1% | -0.37% | 减仓 |
| 18 | PCT | Purecycle Technologies Inc | +0.1% | -4.57% | 减仓 |
| 19 | VKTX | Viking Therapeutics Inc | +0.1% | NEW | 新建仓 |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.69% | 加仓 |
| 21 | GEV | GE Vernova Inc | +0.1% | — | 不变 |
| 22 | HD | Home Depot Inc | +0.1% | -0.32% | 减仓 |
| 23 | NEE | Nextera Energy Inc | +0.1% | -0.52% | 减仓 |
| 24 | MCD | Mcdonald's CORP | +0.1% | +0.55% | 加仓 |
| 25 | GLD | Spdr Gold Shares | +0.1% | +12.14% | 加仓 |
| 26 | WMT | Walmart Inc | +0.1% | +0.02% | 加仓 |
| 27 | HGER | Harbor Commodity All Weather | +0.1% | +38.68% | 加仓 |
| 28 | CVX | Chevron CORP | +0.1% | +22.53% | 加仓 |
| 29 | GE | General Electric | +0.1% | -1.91% | 减仓 |
| 30 | VZ | Verizon Communications Inc | +0.1% | +12.78% | 加仓 |
| 31 | UNH | Unitedhealth Group Inc | 0% | -0.22% | 减仓 |
| 32 | DUK | Duke Energy CORP | 0% | +0.85% | 加仓 |
| 33 | SPGI | S&p Global Inc | 0% | +0.76% | 加仓 |
| 34 | CB | Chubb Limited | 0% | -0.52% | 减仓 |
| 35 | APO | Apollo Global Management Inc | — | +3.58% | 加仓 |
| 36 | JNJ | Johnson & Johnson | — | -1.28% | 减仓 |
| 37 | META | Meta Platforms Inc-class A | 0% | -5.21% | 减仓 |
| 38 | SNOW | Snowflake Inc | -0.1% | EXIT | 清仓 |
| 39 | QCOM | Qualcomm Inc | -0.1% | EXIT | 清仓 |
| 40 | SGI | Somnigroup International Inc | -0.1% | EXIT | 清仓 |
| 41 | ✓ | -0.2% | EXIT | 清仓 | |
| 42 | INOD | Innodata Inc | -0.2% | EXIT | 清仓 |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -13.01% | 减仓 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.2% | -15.72% | 减仓 |
| 45 | BR | Broadridge Financial Solutio | -0.2% | EXIT | 清仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.28% | 加仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | -4.34% | 减仓 |
| 48 | NVDA | Nvidia CORP | -0.4% | -2.88% | 减仓 |
| 49 | AMZN | Amazon.com Inc | -0.5% | -0.90% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.7% | -1.10% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Platform Technology Partners 在 Q3 2024 季度的美股持仓总市值约为 US$6.1亿，共申报了 224 个公开持股仓位。
在 Q3 2024 季度，Platform Technology Partners 按市值排列的前三大核心持股分别为：AAPL (9.6%)、MSFT (4.9%)、AMZN (3.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.6% 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
TY
市值: US$190.7万
本季最大获利了结 / 清仓标的
BR
前期市值: US$62.1万
在 Q3 2024 季度中，Platform Technology Partners 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 22 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 TY。 本季清仓仓位包含 BR。
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。
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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。