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: 0001767349
申报总市值
US$7.0亿
US$7.0亿
658 檔
16.5%
Princeton Global Asset Management LLC 在 Q4 2024 季度的美股仓位总计估值为 US$7.0亿，分散于 658 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Princeton Global Asset Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 26 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Princeton Global Asset Management LLC 的前 5 大核心持股（包含 AVGO, MSFT, TSM 等）合计占整体申报市值的 16.5%，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
FIS
市值: US$231.3万
本季最大获利了结 / 清仓标的
IBDP
前期市值: US$256.5万
仅显示前 200 大持股（共 658 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 | AVGO | Broadcom Inc | 股票-科技 | 6.26% | -0.05% | -10.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.21% | -0.46% | -0.32% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.84% | +1.37% | +1.94% | |
| 4 | BX | Blackstone Inc | 股票-金融 | 3.35% | -0.24% | +1.68% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | -0.07% | +0.97% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.75% | -0.01% | +1.07% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.32% | -0.20% | +11.03% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.25% | +0.34% | +1.66% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.21% | +0.01% | +0.79% | |
| 10 | CRH | CRH plc | 股票-原材料 | 2.04% | -0.20% | -2.64% | |
| 11 | PWR | Quanta Services Inc | 股票-工业 | 2.02% | +0.44% | +5.78% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | -0.16% | +0.40% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | -0.06% | +10.46% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.69% | -0.14% | -13.27% | |
| 15 | ETR | Entergy CORP | 股票-公用事业 | 1.48% | -0.17% | +16500.95% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.44% | -0.29% | +4.16% | |
| 17 | ACN | Accenture plc | 股票-科技 | 1.35% | -0.01% | +12.97% | |
| 18 | CB | Chubb Limited | 股票-金融 | 1.32% | -0.08% | +31.15% | |
| 19 | WSO | Watsco Inc | 股票-工业 | 1.29% | +0.01% | -20.97% | |
| 20 | CSL | Carlisle Cos Inc | 股票-工业 | 1.28% | -0.02% | -0.02% | |
| 21 | ETN | Eaton Corporation plc | 股票-工业 | 1.28% | +0.05% | -0.63% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.25% | +0.01% | +40.93% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.23% | +0.07% | +2.55% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.15% | -0.43% | +1.61% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.14% | -0.03% | -0.49% | |
| 26 | LIN | Linde plc | 股票-原材料 | 1.12% | -0.09% | +0.77% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.99% | +0.01% | +0.92% | |
| 28 | TPR | Tapestry Inc | 股票-周期性消费 | 0.99% | -0.09% | -13.34% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | -0.07% | +0.91% | |
| 30 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.85% | -0.10% | +399.99% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.84% | -0.02% | -2.04% | |
| 32 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.81% | — | +0.69% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.80% | -0.04% | +1.96% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | +0.04% | -0.55% | |
| 35 | VMC | Vulcan Materials Co | 股票-原材料 | 0.78% | -0.04% | +0.04% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.76% | -0.09% | -4.54% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | — | +0.29% | |
| 38 | BR | Broadridge Financial Solutio | 股票-科技 | 0.75% | -0.11% | +1.36% | |
| 39 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.74% | -0.04% | +2.97% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.73% | +0.06% | +4.42% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.71% | -0.04% | +0.51% | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.71% | -0.10% | +0.16% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.68% | -0.07% | -0.92% | |
| 44 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 0.64% | +0.01% | +60.73% | |
| 45 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.64% | -0.08% | +0.54% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.61% | -0.13% | +2.20% | |
| 47 | PCAR | Paccar Inc | 股票-工业 | 0.58% | — | +3.26% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | +0.01% | — | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.57% | -0.07% | +1.33% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | +0.08% | +8.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ETR | Entergy CORP | +1.5% | +16500.95% | 加仓 |
| 2 | AVGO | Broadcom Inc | +0.9% | -10.52% | 减仓 |
| 3 | AMZN | Amazon.com Inc | +0.5% | +40.93% | 加仓 |
| 4 | INTU | Intuit Inc | +0.5% | +2588.59% | 加仓 |
| 5 | FIS | Fidelity National Info Serv | +0.4% | NEW | 新建仓 |
| 6 | LRCX | Lam Research CORP | +0.4% | NEW | 新建仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +1.94% | 加仓 |
| 8 | CRM | Salesforce Inc | +0.4% | +2380.08% | 加仓 |
| 9 | VT | Vanguard Tot World Stk ETF | +0.4% | +3050.27% | 加仓 |
| 10 | OWL | Blue Owl Capital Inc | +0.3% | NEW | 新建仓 |
| 11 | V | Visa Inc-class A Shares | +0.3% | +10.46% | 加仓 |
| 12 | BX | Blackstone Inc | +0.3% | +1.68% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.3% | +0.97% | 加仓 |
| 14 | MRSH | Marsh & Mclennan Cos | +0.3% | NEW | 新建仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.66% | 加仓 |
| 16 | FCNCA | First Citizens Bcshs -cl A | +0.2% | NEW | 新建仓 |
| 17 | CB | Chubb Limited | +0.2% | +31.15% | 加仓 |
| 18 | CARR | Carrier Global CORP | +0.2% | +1156.11% | 加仓 |
| 19 | QLTY | Gmo U.s. Quality ETF | +0.2% | +60.73% | 加仓 |
| 20 | PWR | Quanta Services Inc | +0.1% | +5.78% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +2.55% | 加仓 |
| 22 | TPR | Tapestry Inc | +0.1% | -13.34% | 减仓 |
| 23 | AAPL | Apple Inc | +0.1% | +1.07% | 加仓 |
| 24 | BKNG | Booking Holdings Inc | +0.1% | +2.97% | 加仓 |
| 25 | DGRO | Ishares Core Dividend Growth | +0.1% | +11.03% | 加仓 |
| 26 | ACN | Accenture plc | +0.1% | +12.97% | 加仓 |
| 27 | VONG | Vanguard Russell 1000 Growth | +0.1% | +43.60% | 加仓 |
| 28 | MPC | Marathon Petroleum CORP | -0.1% | +0.54% | 加仓 |
| 29 | KO | Coca-cola Co/the | -0.1% | +0.51% | 加仓 |
| 30 | PAG | Penske Automotive Group Inc | -0.2% | -98.96% | 减仓 |
| 31 | ABBV | Abbvie Inc | -0.2% | +0.92% | 加仓 |
| 32 | NEE | Nextera Energy Inc | -0.2% | -0.92% | 减仓 |
| 33 | LOW | Lowe's Cos Inc | -0.2% | -50.99% | 减仓 |
| 34 | LMT | Lockheed Martin CORP | -0.2% | +0.29% | 加仓 |
| 35 | LIN | Linde plc | -0.2% | +0.77% | 加仓 |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.2% | -4.54% | 减仓 |
| 37 | DE | Deere & Co | -0.2% | -95.25% | 减仓 |
| 38 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -0.49% | 减仓 |
| 39 | MCD | Mcdonald's CORP | -0.3% | -86.58% | 减仓 |
| 40 | MRK | Merck & Co. Inc. | -0.3% | -45.13% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.3% | -0.32% | 减仓 |
| 42 | CSL | Carlisle Cos Inc | -0.4% | -0.02% | 减仓 |
| 43 | PH | Parker Hannifin CORP | -0.4% | -97.17% | 减仓 |
| 44 | PEP | Pepsico Inc | -0.4% | -36.39% | 减仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.4% | +0.79% | 加仓 |
| 46 | WSO | Watsco Inc | -0.5% | -20.97% | 减仓 |
| 47 | IBDP | Ishares Ibonds Dec 2024 Term | -0.5% | EXIT | 清仓 |
| 48 | CDW | Cdw Corp/de | -0.6% | -94.57% | 减仓 |
| 49 | JNJ | Johnson & Johnson | -0.6% | -13.27% | 减仓 |
| 50 | ELV | Elevance Health Inc | -0.6% | -95.66% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Princeton Global Asset Management LLC 在 Q4 2024 季度的美股持仓总市值约为 US$7.0亿，共申报了 658 个公开持股仓位。
在 Q4 2024 季度，Princeton Global Asset Management LLC 按市值排列的前三大核心持股分别为：AVGO (6.3%)、MSFT (5.2%)、TSM (3.8%)。其中最大持股仓位 AVGO 占据整体投资组合约 6.3% 的权重。
在 Q4 2024 季度中，Princeton Global Asset Management LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 26 个仓位、减仓 18 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 FIS。 本季清仓仓位包含 IBDP。
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。