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: 0001965307
申报总市值
US$1733.3万
US$1733.3万
135 檔
192.0%
截至 Q4 2024 季度末，Prossimo Advisors, LLC 的美股持仓估值约为 US$1733.3万，全数申报仓位共有 135 档。
在 Q4 2024，Prossimo Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 70 个既有持股进行加仓（合计增持 70 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Prossimo Advisors, LLC 的前 5 大核心持股（包含 MSFT, AAPL, V 等）合计占整体申报市值的 192.0%，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 | MSFT | Microsoft CORP | 股票-科技 | 6.14% | -0.14% | -1.43% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.81% | +0.40% | +0.77% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 4.24% | — | +0.06% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.00% | +0.45% | +0.81% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.88% | +0.24% | -0.12% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.86% | +0.96% | +2.94% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.78% | — | +0.14% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 2.00% | — | -0.11% | |
| 9 | CTAS | Cintas CORP | 股票-工业 | 1.97% | -3.30% | EXIT | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.78% | — | +2.71% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 1.68% | — | +11.99% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | +0.10% | +0.39% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.47% | — | -0.64% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.29% | — | +0.31% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.21% | -0.09% | -0.05% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.20% | -0.81% | +2.13% | |
| 17 | TT | Trane Technologies plc | 股票-工业 | 1.19% | — | +0.72% | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 1.17% | — | +2.39% | |
| 19 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.17% | — | — | |
| 20 | PWR | Quanta Services Inc | 股票-工业 | 1.11% | — | +0.50% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.05% | — | +0.78% | |
| 22 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.99% | — | +0.02% | |
| 23 | WMB | Williams Cos Inc | 股票-能源 | 0.96% | — | +0.19% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 0.91% | — | -9.10% | |
| 25 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.89% | -2.38% | EXIT | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.88% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.87% | — | — | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.87% | — | -2.22% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.85% | — | -0.92% | |
| 30 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.82% | — | +13.11% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.81% | — | +0.96% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | — | -1.72% | |
| 33 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.78% | — | +0.08% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | — | — | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.75% | — | -0.08% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.70% | — | +1.06% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.69% | — | -0.05% | |
| 38 | PAYX | Paychex Inc | 股票-科技 | 0.69% | — | — | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | — | +0.34% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.67% | — | -1.57% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.66% | — | -0.21% | |
| 42 | ETR | Entergy CORP | 股票-公用事业 | 0.65% | — | +99.30% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | -0.03% | — | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.64% | — | -6.36% | |
| 45 | FITB | Fifth Third Bancorp | 股票-金融 | 0.62% | — | -0.59% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.60% | — | +1.59% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.60% | — | -1.82% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | +1.33% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | — | +39.61% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | +1.28% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | -0.12% | 减仓 |
| 2 | V | Visa Inc-class A Shares | +0.5% | +0.06% | 加仓 |
| 3 | LPLA | Lpl Financial Holdings Inc | +0.5% | +69.35% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.81% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | +2.94% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.4% | +2.39% | 加仓 |
| 7 | AAPL | Apple Inc | +0.4% | +0.77% | 加仓 |
| 8 | WMT | Walmart Inc | +0.3% | +11.99% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +0.39% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +39.61% | 加仓 |
| 11 | WMB | Williams Cos Inc | +0.2% | +0.19% | 加仓 |
| 12 | CRM | Salesforce Inc | +0.1% | +0.96% | 加仓 |
| 13 | TJX | Tjx Companies Inc | +0.1% | +13.11% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.1% | +0.77% | 加仓 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +1.06% | 加仓 |
| 16 | IP | International Paper Co | +0.1% | +14.18% | 加仓 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不变 |
| 18 | ETR | Entergy CORP | +0.1% | +99.30% | 加仓 |
| 19 | COST | Costco Wholesale CORP | +0.1% | +0.14% | 加仓 |
| 20 | MA | Mastercard Inc - A | +0.1% | -0.64% | 减仓 |
| 21 | PWR | Quanta Services Inc | +0.1% | +0.50% | 加仓 |
| 22 | COF | Capital One Financial CORP | +0.1% | +2.52% | 加仓 |
| 23 | UNM | Unum Group | +0.1% | +0.23% | 加仓 |
| 24 | TMUS | T-mobile US Inc | +0.1% | +0.02% | 加仓 |
| 25 | EMR | Emerson Electric Co | +0.1% | — | 不变 |
| 26 | NI | Nisource Inc | +0.1% | +10.36% | 加仓 |
| 27 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +0.78% | 加仓 |
| 28 | CINF | Cincinnati Financial CORP | 0% | +0.08% | 加仓 |
| 29 | NFLX | Netflix Inc | 0% | -6.28% | 减仓 |
| 30 | ET | Energy Transfer LP | 0% | — | 不变 |
| 31 | C | Citigroup Inc | 0% | +0.34% | 加仓 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +2.13% | 加仓 |
| 33 | BAC | Bank Of America CORP | 0% | +2.54% | 加仓 |
| 34 | PAYX | Paychex Inc | 0% | — | 不变 |
| 35 | SAP | Sap Se-sponsored Adr | 0% | — | 不变 |
| 36 | USB | US Bancorp | 0% | +0.26% | 加仓 |
| 37 | CFG | Citizens Financial Group | 0% | -0.07% | 减仓 |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +14.73% | 加仓 |
| 39 | PANW | Palo Alto Networks Inc | 0% | +100.00% | 加仓 |
| 40 | SRE | Sempra | 0% | +0.45% | 加仓 |
| 41 | MPLX | Mplx LP | 0% | — | 不变 |
| 42 | VBR | Vanguard Small-cap Value ETF | 0% | +2.71% | 加仓 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 44 | T | At&t Inc | 0% | +0.00% | 加仓 |
| 45 | EPD | Enterprise Products Partners | 0% | — | 不变 |
| 46 | CME | Cme Group Inc | 0% | +0.59% | 加仓 |
| 47 | EQIX | Equinix Inc | 0% | -0.61% | 减仓 |
| 48 | AMGN | Amgen Inc | 0% | +27.26% | 加仓 |
| 49 | RF | Regions Financial CORP | 0% | +2.28% | 加仓 |
| 50 | PH | Parker Hannifin CORP | 0% | +1.04% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Prossimo Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$1733.3万，共申报了 135 个公开持股仓位。
在 Q4 2024 季度，Prossimo Advisors, LLC 按市值排列的前三大核心持股分别为：MSFT (6.1%)、AAPL (5.8%)、V (4.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.1% 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。
本季最大获利了结 / 清仓标的
IPG
前期市值: US$31.7万
在 Q4 2024 季度中，Prossimo Advisors, LLC 共进行了 116 项持仓异动，包含新建仓 0 个仓位、加仓 70 个仓位、减仓 41 个仓位以及清仓 5 个仓位。 本季清仓仓位包含 IPG。
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。