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。
CIK: 0001741426
申报总市值
US$2.8亿
US$2.8亿
176 檔
13.9%
Quad-Cities Investment Group, LLC 在 Q2 2024 季度的美股仓位总计估值为 US$2.8亿,分散于 176 个持仓标的之中,反映其市场参与广度与投资规模。
在 Q2 2024 期间,Quad-Cities Investment Group, LLC 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,Quad-Cities Investment Group, LLC 的前 5 大核心持股(包含 AAPL, FPE, RSP 等)合计占整体申报市值的 13.9%,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 | AAPL | Apple Inc | 股票-科技 | 7.83% | +0.08% | -4.29% | |
| 2 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 4.09% | -0.16% | +3.68% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.44% | +0.13% | +4.48% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.05% | -0.01% | -1.26% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.93% | +0.05% | +3.40% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.87% | -0.17% | +133.95% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.87% | +0.05% | +3.26% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | -0.23% | -0.79% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.42% | +0.07% | +5.41% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.31% | +0.29% | +12.24% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.92% | +0.22% | +6.11% | |
| 12 | DFAI | Dimensional International Co | ETF-其他 | 1.91% | -0.06% | +3.23% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.81% | +0.14% | +5.31% | |
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 1.75% | -0.11% | -0.18% | |
| 15 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 1.69% | — | -0.74% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | +0.06% | +2196.73% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.39% | -1.16% | +38.17% | |
| 18 | DE | Deere & Co | 股票-工业 | 1.37% | +0.01% | -0.27% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.31% | +0.05% | +1.52% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.29% | -0.06% | +7.71% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.18% | -0.15% | +15.34% | |
| 22 | RQI | Cohen & Steers Qual Inc Rlty | 股票-其他 | 1.16% | -0.04% | -0.34% | |
| 23 | FTCS | First Trust Capital Strength | ETF-其他 | 1.16% | -0.11% | -1.55% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 1.15% | -0.23% | -0.87% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.08% | -0.14% | +1.00% | |
| 26 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.98% | -0.24% | -12.20% | |
| 27 | FEMS | First Trust Emerging Markets | ETF-新兴市场 | 0.94% | -0.10% | +0.79% | |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.93% | -0.08% | +5.75% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.92% | +0.10% | +2.20% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.85% | -0.01% | +3.78% | |
| 31 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.84% | +0.09% | -1.34% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.81% | +0.06% | +3.76% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.73% | +0.20% | +0.08% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.43% | +93.25% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.07% | +0.38% | |
| 36 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.67% | -0.05% | -1.56% | |
| 37 | PPT | Putnam Premier Income Trust | 股票-其他 | 0.64% | -0.01% | -7.67% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | -0.08% | -1.14% | |
| 39 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.61% | +0.04% | +4.82% | |
| 40 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.58% | +0.03% | -4.42% | |
| 41 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.56% | -0.07% | -15.35% | |
| 42 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.53% | — | -0.82% | |
| 43 | TSLA | Tesla Inc | 股票-周期性消费 | 0.52% | +0.13% | +5.55% | |
| 44 | XAWFX | Alliancebernstein Gl Hi Inc | 股票-其他 | 0.52% | -0.03% | -0.47% | |
| 45 | FTRI | First Trust Indxx Global Nat | ETF-其他 | 0.50% | -0.03% | -2.26% | |
| 46 | DFIC | Dimensional International Co | ETF-其他 | 0.48% | +0.01% | +1.50% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.48% | -0.04% | — | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.47% | -0.06% | +0.79% | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.46% | -0.02% | +4.81% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.45% | +0.01% | -1.96% |
根据 SEC 官方 Form 13F 申报备案,Quad-Cities Investment Group, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$2.8亿,共申报了 176 个公开持股仓位。
在 Q2 2024 季度,Quad-Cities Investment Group, LLC 按市值排列的前三大核心持股分别为:AAPL (7.8%)、FPE (4.1%)、RSP (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.8% 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,Quad-Cities Investment Group, LLC 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。