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
98 檔
21.9%
在 Q3 2024 的 13F 官方备案中，Point Windward Advisors Inc. 管理的美股投资组合规模来到 US$2.3亿，整体持股档数为 98 档。
Point Windward Advisors Inc. 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 21 档持股的同时，亦同步清仓 5 档并减仓 21 档标的。
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, META 等）合计占整体申报市值的 21.9%，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 | 4.33% | -0.07% | +1.72% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.00% | +0.18% | +1.65% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.80% | -0.33% | +1.70% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.64% | -0.05% | -1.81% | |
| 5 | UBER | Uber Technologies Inc | 股票-工业 | 3.02% | -0.23% | -1.13% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.78% | +0.02% | +1290.63% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 2.76% | +1.64% | +5.48% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | -0.22% | +2.89% | |
| 9 | FSLR | First Solar Inc | 股票-科技 | 2.50% | -0.25% | +0.81% | |
| 10 | ETN | Eaton Corporation plc | 股票-工业 | 2.17% | +0.06% | -28.05% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 2.14% | -0.58% | EXIT | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.06% | +0.05% | -6.53% | |
| 13 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.01% | -0.30% | -3.65% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.95% | -0.18% | -0.33% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.88% | -0.30% | -1.85% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.84% | -0.17% | +8.26% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.83% | -0.12% | +12.79% | |
| 18 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.79% | -0.75% | -1.14% | |
| 19 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.76% | -0.07% | -3.04% | |
| 20 | MDT | Medtronic plc | 股票-医疗保健 | 1.56% | -0.32% | -0.90% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | — | +3.33% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.53% | -0.22% | +2.40% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.52% | — | -2.13% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 1.51% | -0.59% | -5.52% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.10% | -3.70% | |
| 26 | EXK | Exact Sciences CORP | 股票-原材料 | 1.49% | — | -3.07% | |
| 27 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.48% | -0.31% | -2.77% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 1.45% | -0.16% | -3.97% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 1.42% | +0.11% | +0.03% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.33% | -0.09% | -4.63% | |
| 31 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.29% | — | +92.45% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | -0.12% | -1.26% | |
| 33 | PFE | Pfizer Inc | 股票-医疗保健 | 1.18% | -0.23% | +4.66% | |
| 34 | VICI | Vici Properties Inc | 股票-房地产 | 1.18% | -0.16% | -1.59% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.12% | -0.11% | -3.25% | |
| 36 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.12% | -0.11% | +1.09% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 1.12% | -0.24% | -2.67% | |
| 38 | ALGN | Align Technology Inc | 股票-医疗保健 | 1.12% | — | +91.38% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.10% | +0.59% | +5.80% | |
| 40 | GTLS | Chart Industries Inc | 股票-工业 | 1.08% | — | +7.32% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 1.07% | -0.10% | -2.67% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 1.00% | — | -4.40% | |
| 43 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.99% | — | -1.07% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工业 | 0.98% | +0.16% | +3.90% | |
| 45 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.94% | -0.13% | +3.21% | |
| 46 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.93% | — | -2.73% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | -0.14% | -2.51% | |
| 48 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.87% | +0.09% | +107.45% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.80% | -0.02% | +2.98% | |
| 50 | BA | Boeing Co/the | 股票-工业 | 0.76% | -0.02% | +18.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | +1290.63% | 加仓 |
| 2 | NKE | Nike Inc -cl B | +0.7% | +92.45% | 加仓 |
| 3 | WDAY | Workday Inc-class A | +0.5% | NEW | 新建仓 |
| 4 | ALGN | Align Technology Inc | +0.5% | +91.38% | 加仓 |
| 5 | EXK | Exact Sciences CORP | +0.5% | -3.07% | 减仓 |
| 6 | TTWO | Take-two Interactive Softwre | +0.4% | +107.45% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.4% | +450.51% | 加仓 |
| 8 | XLC | Ss Comm Select Sector Spdr | +0.3% | +63.88% | 加仓 |
| 9 | PYPL | Paypal Holdings Inc | +0.2% | +1.09% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +1.70% | 加仓 |
| 11 | IBM | Intl Business Machines CORP | +0.2% | +0.03% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.2% | -0.33% | 减仓 |
| 13 | GEHC | GE Healthcare Technology | +0.2% | -1.14% | 减仓 |
| 14 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建仓 |
| 15 | NEE | Nextera Energy Inc | +0.1% | -1.85% | 减仓 |
| 16 | ILMN | Illumina Inc | +0.1% | +30.16% | 加仓 |
| 17 | BX | Blackstone Inc | +0.1% | -3.97% | 减仓 |
| 18 | KVUE | Kenvue Inc | +0.1% | -2.73% | 减仓 |
| 19 | HD | Home Depot Inc | +0.1% | -2.13% | 减仓 |
| 20 | EXPE | Expedia Group Inc | +0.1% | -3.04% | 减仓 |
| 21 | WMT | Walmart Inc | +0.1% | -2.67% | 减仓 |
| 22 | HHH | Howard Hughes Holdings Inc | +0.1% | +23.97% | 加仓 |
| 23 | FSLR | First Solar Inc | +0.1% | +0.81% | 加仓 |
| 24 | MDT | Medtronic plc | +0.1% | -0.90% | 减仓 |
| 25 | VICI | Vici Properties Inc | +0.1% | -1.59% | 减仓 |
| 26 | MCD | Mcdonald's CORP | +0.1% | -2.51% | 减仓 |
| 27 | AMT | American Tower CORP | +0.1% | -4.40% | 减仓 |
| 28 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 29 | GILD | Gilead Sciences Inc | +0.1% | +1.57% | 加仓 |
| 30 | ADP | Automatic Data Processing | 0% | -2.67% | 减仓 |
| 31 | XLY | Ss Consumer Disc Select Sect | 0% | +2.98% | 加仓 |
| 32 | JNJ | Johnson & Johnson | 0% | -1.26% | 减仓 |
| 33 | CRM | Salesforce Inc | — | +2.40% | 加仓 |
| 34 | AAPL | Apple Inc | 0% | -1.81% | 减仓 |
| 35 | V | Visa Inc-class A Shares | 0% | +3.33% | 加仓 |
| 36 | KO | Coca-cola Co/the | 0% | -4.63% | 减仓 |
| 37 | PFE | Pfizer Inc | 0% | +4.66% | 加仓 |
| 38 | ABBV | Abbvie Inc | 0% | -6.53% | 减仓 |
| 39 | CVS | Cvs Health CORP | -0.1% | EXIT | 清仓 |
| 40 | AMGN | Amgen Inc | -0.1% | -37.21% | 减仓 |
| 41 | NSC | Norfolk Southern CORP | -0.1% | EXIT | 清仓 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -24.52% | 减仓 |
| 43 | UNP | Union Pacific CORP | -0.2% | EXIT | 清仓 |
| 44 | CSX | Csx CORP | -0.2% | EXIT | 清仓 |
| 45 | GTLS | Chart Industries Inc | -0.2% | +7.32% | 加仓 |
| 46 | PEG | Public Service Enterprise Gp | -0.4% | EXIT | 清仓 |
| 47 | QCOM | Qualcomm Inc | -0.4% | +6.01% | 加仓 |
| 48 | AMAT | Applied Materials Inc | -0.6% | +5.48% | 加仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | +1.65% | 加仓 |
| 50 | ETN | Eaton Corporation plc | -0.9% | -28.05% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Point Windward Advisors Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$2.3亿，共申报了 98 个公开持股仓位。
在 Q3 2024 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分别为：AMZN (4.3%)、GOOGL (4.0%)、META (3.8%)。其中最大持股仓位 AMZN 占据整体投资组合约 4.3% 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
WDAY
市值: US$141.9万
本季最大获利了结 / 清仓标的
PEG
前期市值: US$104.7万
在 Q3 2024 季度中，Point Windward Advisors Inc. 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 21 个仓位、减仓 21 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 WDAY。 本季清仓仓位包含 PEG。
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。