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: 0001350780
申报总市值
US$11.5亿
US$11.5亿
78 檔
45.9%
根据最新整理的 13F 季度数据集，Private Capital Advisors, Inc. 于 Q3 2024 结束时的管理资产规模为 US$11.5亿。该机构在本季度申报了 78 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Private Capital Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 20 个仓位并完全清仓 10 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Private Capital Advisors, Inc. 的前 5 大核心持股（包含 LLY, AAPL, GOOGL 等）合计占整体申报市值的 45.9%，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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 42.04% | -1.93% | — | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.05% | +0.92% | -0.86% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.53% | -0.25% | +1.80% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.89% | +0.62% | -2.14% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.44% | — | -1.08% | |
| 6 | CACI | Caci International Inc -cl A | 股票-科技 | 2.30% | +0.71% | -0.39% | |
| 7 | NFLX | Netflix Inc | 股票-通信服务 | 2.13% | -0.03% | -0.18% | |
| 8 | NDAQ | Nasdaq Inc | 股票-金融 | 2.08% | -1.68% | EXIT | |
| 9 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.06% | — | -0.80% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.05% | +0.41% | +1.82% | |
| 11 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 2.03% | — | — | |
| 12 | ✓ | 股票-其他 | 1.99% | — | — | ||
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.80% | — | +2.00% | |
| 14 | EPD | Enterprise Products Partners | 股票-能源 | 1.68% | -0.08% | -0.35% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.65% | +0.45% | -0.19% | |
| 16 | UNP | Union Pacific CORP | 股票-工业 | 1.62% | -0.02% | -0.08% | |
| 17 | BX | Blackstone Inc | 股票-金融 | 1.62% | -0.05% | -2.31% | |
| 18 | ET | Energy Transfer LP | 股票-能源 | 1.45% | +0.01% | -0.08% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.44% | +0.06% | -0.22% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工业 | 1.34% | -0.07% | -2.56% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 1.30% | -0.02% | -1.29% | |
| 22 | ✓ | 股票-其他 | 1.30% | — | — | ||
| 23 | MPLX | Mplx LP | 股票-能源 | 1.25% | -0.02% | -0.11% | |
| 24 | WMB | Williams Cos Inc | 股票-能源 | 1.25% | -0.17% | -0.10% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.22% | +0.04% | -1.01% | |
| 26 | BLK | Blackrock Inc | 股票-金融 | 1.01% | +0.05% | — | |
| 27 | ✓ | 股票-其他 | 0.94% | — | — | ||
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.89% | — | — | |
| 29 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.59% | -0.01% | -0.29% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | -0.05% | — | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.42% | — | — | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | — | +0.75% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | — | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.26% | +0.04% | -2.71% | |
| 35 | PH | Parker Hannifin CORP | 股票-工业 | 0.26% | -0.01% | — | |
| 36 | FISV | Fiserv Inc | 股票-其他 | 0.24% | — | — | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.21% | -0.01% | — | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.20% | +0.65% | -14.43% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | +0.01% | +1.76% | |
| 40 | OMC | Omnicom Group | 股票-通信服务 | 0.18% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.15% | +0.01% | +1.77% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.14% | — | — | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.13% | — | +0.71% | |
| 44 | LHX | L3harris Technologies Inc | 股票-工业 | 0.10% | — | — | |
| 45 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.10% | -0.01% | — | |
| 46 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.09% | — | — | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.08% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.07% | — | — | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.07% | +0.01% | — | |
| 50 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.06% | — | -36.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BAH | Booz Allen Hamilton Holdings | +2% | NEW | 新建仓 |
| 2 | BLK | Blackrock Inc | +1% | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | +0.5% | -0.86% | 减仓 |
| 4 | CACI | Caci International Inc -cl A | +0.3% | -0.39% | 减仓 |
| 5 | NDAQ | Nasdaq Inc | +0.3% | -1.86% | 减仓 |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | -1.08% | 减仓 |
| 7 | BX | Blackstone Inc | +0.3% | -2.31% | 减仓 |
| 8 | LMT | Lockheed Martin CORP | +0.2% | -1.29% | 减仓 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.2% | +1.82% | 加仓 |
| 10 | DHR | Danaher CORP | +0.2% | +2.00% | 加仓 |
| 11 | NOC | Northrop Grumman CORP | +0.2% | -2.56% | 减仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -0.19% | 减仓 |
| 13 | ABBV | Abbvie Inc | +0.1% | -1.01% | 减仓 |
| 14 | UNP | Union Pacific CORP | +0.1% | -0.08% | 减仓 |
| 15 | NVDA | Nvidia CORP | +0.1% | +7.45% | 加仓 |
| 16 | NFLX | Netflix Inc | +0.1% | -0.18% | 减仓 |
| 17 | WMB | Williams Cos Inc | +0.1% | -0.10% | 减仓 |
| 18 | MRSH | Marsh & Mclennan Cos | +0.1% | -0.80% | 减仓 |
| 19 | PH | Parker Hannifin CORP | +0.1% | — | 不变 |
| 20 | FISV | Fiserv Inc | 0% | — | 不变 |
| 21 | NRGV | Energy Vault Holdings Inc | 0% | NEW | 新建仓 |
| 22 | MPLX | Mplx LP | 0% | -0.11% | 减仓 |
| 23 | VRTX | Vertex Pharmaceuticals Inc | 0% | NEW | 新建仓 |
| 24 | SBUX | Starbucks CORP | 0% | NEW | 新建仓 |
| 25 | ULTA | Ulta Beauty Inc | 0% | NEW | 新建仓 |
| 26 | IBM | Intl Business Machines CORP | 0% | NEW | 新建仓 |
| 27 | OMC | Omnicom Group | 0% | — | 不变 |
| 28 | FCNCA | First Citizens Bcshs -cl A | 0% | -36.67% | 减仓 |
| 29 | HD | Home Depot Inc | 0% | EXIT | 清仓 |
| 30 | VRT | Vertiv Holdings Co-a | 0% | EXIT | 清仓 |
| 31 | INTU | Intuit Inc | 0% | — | 不变 |
| 32 | CVX | Chevron CORP | 0% | -2.71% | 减仓 |
| 33 | PLTR | Palantir Technologies Inc-a | 0% | EXIT | 清仓 |
| 34 | EW | Edwards Lifesciences CORP | 0% | — | 不变 |
| 35 | SNEUR | Sanchez Energy CORP | 0% | EXIT | 清仓 |
| 36 | TROW | T Rowe Price Group Inc | -0.1% | EXIT | 清仓 |
| 37 | MSFT | Microsoft CORP | -0.1% | -14.43% | 减仓 |
| 38 | EOG | Eog Resources Inc | -0.1% | -0.99% | 减仓 |
| 39 | COP | Conocophillips | -0.1% | +3.79% | 加仓 |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | — | 不变 |
| 41 | BALL | Ball CORP | -0.1% | EXIT | 清仓 |
| 42 | AMZN | Amazon.com Inc | -0.1% | -0.22% | 减仓 |
| 43 | GME | Gamestop Corp-class A | -0.1% | EXIT | 清仓 |
| 44 | MRK | Merck & Co. Inc. | -0.1% | — | 不变 |
| 45 | PANW | Palo Alto Networks Inc | -0.1% | -2.14% | 减仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | +1.80% | 加仓 |
| 47 | BLKCHF | Blackrock Inc | -0.9% | EXIT | 清仓 |
| 48 | TSLA | Tesla Inc | -1% | EXIT | 清仓 |
| 49 | CF | Cf Industries Holdings Inc | -1.5% | EXIT | 清仓 |
| 50 | LLY | Eli Lilly & Co | -1.7% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Private Capital Advisors, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$11.5亿，共申报了 78 个公开持股仓位。
在 Q3 2024 季度，Private Capital Advisors, Inc. 按市值排列的前三大核心持股分别为：LLY (42.0%)、AAPL (7.0%)、GOOGL (3.5%)。其中最大持股仓位 LLY 占据整体投资组合约 42.0% 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
BAH
市值: US$1854.7万
本季最大获利了结 / 清仓标的
CF
前期市值: US$1377.6万
在 Q3 2024 季度中，Private Capital Advisors, Inc. 共进行了 42 项持仓异动，包含新建仓 7 个仓位、加仓 5 个仓位、减仓 20 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 BAH。 本季清仓仓位包含 CF。
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。