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: 0001356202
申报总市值
US$2.3亿
US$2.3亿
101 檔
21.5%
截至 Q2 2024 季度末，Point Windward Advisors Inc. 的美股持仓估值约为 US$2.3亿，全数申报仓位共有 101 档。
在 Q2 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 21.5%，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 | 4.81% | -0.07% | -1.16% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.70% | +0.18% | -2.72% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.65% | -0.05% | -16.59% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.59% | -0.33% | -2.35% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 3.33% | +1.64% | -3.89% | |
| 6 | UBER | Uber Technologies Inc | 股票-工业 | 3.22% | -0.23% | +5.06% | |
| 7 | ETN | Eaton Corporation plc | 股票-工业 | 3.11% | +0.06% | -2.28% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | -0.22% | -1.86% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 2.58% | -0.58% | EXIT | |
| 10 | FSLR | First Solar Inc | 股票-科技 | 2.44% | -0.25% | -3.58% | |
| 11 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.13% | -0.30% | -3.07% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.08% | +0.05% | +0.09% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.02% | +0.02% | -2.55% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.93% | -0.12% | -1.21% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.90% | -0.17% | +4.23% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.77% | -0.18% | +1.73% | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.75% | -0.30% | -0.13% | |
| 18 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.69% | -0.07% | +1.77% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 1.66% | -0.59% | -1.57% | |
| 20 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.64% | -0.75% | +2.37% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | -0.10% | -0.70% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.57% | — | -1.40% | |
| 23 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.55% | -0.31% | -3.45% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.53% | -0.22% | +15.08% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 1.50% | -0.32% | +0.25% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.44% | — | +1.30% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.34% | -0.09% | -2.09% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 1.33% | -0.16% | -0.55% | |
| 29 | GTLS | Chart Industries Inc | 股票-工业 | 1.27% | — | +1.30% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.26% | -0.12% | +5.37% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 1.21% | +0.11% | +0.93% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.20% | -0.11% | -2.13% | |
| 33 | PFE | Pfizer Inc | 股票-医疗保健 | 1.19% | -0.23% | -3.10% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.13% | +0.59% | -1.50% | |
| 35 | VICI | Vici Properties Inc | 股票-房地产 | 1.12% | -0.16% | -1.16% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 1.05% | -0.24% | -3.97% | |
| 37 | EXK | Exact Sciences CORP | 股票-原材料 | 1.04% | — | +15.35% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 1.03% | +0.16% | — | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | -0.10% | — | |
| 40 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.00% | — | -3.08% | |
| 41 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.97% | -0.13% | -1.03% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 0.95% | — | +0.93% | |
| 43 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.90% | -0.11% | +5.84% | |
| 44 | FDX | Fedex CORP | 股票-工业 | 0.86% | -0.21% | — | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.84% | -0.02% | +15.47% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.82% | -0.14% | +1.00% | |
| 47 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.82% | — | +0.82% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.77% | -0.02% | +0.07% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.04% | -7.19% | |
| 50 | WMB | Williams Cos Inc | 股票-能源 | 0.65% | -0.14% | -0.30% |
根据 SEC 官方 Form 13F 申报备案，Point Windward Advisors Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$2.3亿，共申报了 101 个公开持股仓位。
在 Q2 2024 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分别为：AMZN (4.8%)、GOOGL (4.7%)、AAPL (3.6%)。其中最大持股仓位 AMZN 占据整体投资组合约 4.8% 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 Q2 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。