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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001356202
申报总市值
US$2.3亿
US$2.3亿
95 檔
20.2%
根据最新整理的 13F 季度数据集，Point Windward Advisors Inc. 于 Q1 2024 结束时的管理资产规模为 US$2.3亿。该机构在本季度申报了 95 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024 期间，Point Windward Advisors Inc. 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，Point Windward Advisors Inc. 的前 5 大核心持股（包含 AMZN, GOOGL, AAPL 等）合计占整体申报市值的 20.2%，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 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.57% | -0.07% | +15.69% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.03% | +0.18% | +2.81% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.59% | -0.05% | -2.61% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.56% | -0.33% | -2.62% | |
| 5 | UBER | Uber Technologies Inc | 股票-工业 | 3.27% | -0.23% | -1.07% | |
| 6 | ETN | Eaton Corporation plc | 股票-工业 | 3.19% | +0.06% | -1.50% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 3.05% | +1.64% | -3.18% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.22% | +4.59% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.27% | -0.17% | +2.81% | |
| 10 | QCOM | Qualcomm Inc | 股票-科技 | 2.23% | -0.58% | EXIT | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.23% | +0.05% | +0.12% | |
| 12 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.09% | -0.12% | +1.42% | |
| 13 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.04% | -0.30% | -0.10% | |
| 14 | FSLR | First Solar Inc | 股票-科技 | 1.91% | -0.25% | +20.64% | |
| 15 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.88% | -0.75% | +1.67% | |
| 16 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.82% | -0.07% | +3.36% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.73% | +0.02% | -7.94% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | — | -1.28% | |
| 19 | MDT | Medtronic plc | 股票-医疗保健 | 1.67% | -0.32% | -0.37% | |
| 20 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.66% | — | +119.80% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | -0.10% | +15.97% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.60% | — | -0.45% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.59% | -0.30% | +169.84% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.56% | -0.22% | -0.68% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.55% | -0.18% | +751.09% | |
| 26 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.54% | -0.31% | -0.52% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 1.52% | -0.59% | -1.15% | |
| 28 | EXK | Exact Sciences CORP | 股票-原材料 | 1.48% | — | +0.75% | |
| 29 | GTLS | Chart Industries Inc | 股票-工业 | 1.45% | — | +6.02% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 1.43% | -0.16% | +4.88% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 1.33% | +0.11% | +1.39% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.33% | -0.09% | +3.41% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | -0.12% | +2.26% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 1.22% | -0.23% | +8.44% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | -0.11% | +0.03% | |
| 36 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.19% | — | +4.87% | |
| 37 | VICI | Vici Properties Inc | 股票-房地产 | 1.18% | -0.16% | +4.81% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 1.09% | -0.10% | -8.71% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.07% | +0.59% | +183.24% | |
| 40 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.99% | -0.11% | +2.38% | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.98% | -0.24% | +200.72% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 0.97% | — | +6.02% | |
| 43 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.96% | — | -0.32% | |
| 44 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.95% | -0.13% | +3.28% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.90% | -0.14% | +14.91% | |
| 46 | FDX | Fedex CORP | 股票-工业 | 0.84% | -0.21% | -4.80% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.78% | -0.02% | — | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.77% | -0.02% | +1.64% | |
| 49 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.76% | — | — | |
| 50 | ALGN | Align Technology Inc | 股票-医疗保健 | 0.76% | — | -0.98% |
根据 SEC 官方 Form 13F 申报备案，Point Windward Advisors Inc. 在 Q1 2024 季度的美股持仓总市值约为 US$2.3亿，共申报了 95 个公开持股仓位。
在 Q1 2024 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分别为：AMZN (4.6%)、GOOGL (4.0%)、AAPL (3.6%)。其中最大持股仓位 AMZN 占据整体投资组合约 4.6% 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。
在 Q1 2024 季度中，Point Windward Advisors Inc. 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。