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: 0001929662
申报总市值
US$3.9亿
US$3.9亿
187 檔
28.1%
根据最新整理的 13F 季度数据集，Quantum Private Wealth, LLC 于 Q3 2024 结束时的管理资产规模为 US$3.9亿。该机构在本季度申报了 187 档美股持仓，呈现出该时期的主要投资地图。
Quantum Private Wealth, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 20 档持股的同时，亦同步清仓 6 档并减仓 17 档标的。
在资产配置集中度方面，Quantum Private Wealth, LLC 的前 5 大核心持股（包含 AAPL, META, AMZN 等）合计占整体申报市值的 28.1%，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 | 9.39% | -0.82% | -2.46% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.57% | -1.56% | -0.70% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 8.15% | -0.86% | -0.47% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.48% | -0.94% | +1.02% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.51% | -0.32% | +2.75% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.04% | -0.38% | -0.15% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.42% | +0.01% | +899.52% | |
| 8 | NFLX | Netflix Inc | 股票-通信服务 | 2.03% | -1.10% | -3.43% | |
| 9 | FWD | AB Disruptors ETF | ETF-其他 | 2.02% | +0.06% | +9.96% | |
| 10 | VKTX | Viking Therapeutics Inc | 股票-医疗保健 | 1.80% | -0.08% | +9.31% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.59% | -0.14% | -1.16% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.48% | +2.24% | +22.67% | |
| 13 | EXK | Exact Sciences CORP | 股票-原材料 | 1.44% | — | -1.11% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.23% | +0.07% | -0.98% | |
| 15 | NOW | Servicenow Inc | 股票-科技 | 1.13% | -0.09% | -0.13% | |
| 16 | ITCIEUR | Intra-cellular Therapies Inc | 股票-其他 | 0.96% | — | +1.05% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | -0.14% | -1.20% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.88% | — | -4.58% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.85% | -0.04% | — | |
| 20 | TGTX | Tg Therapeutics Inc | 股票-医疗保健 | 0.82% | +0.20% | +0.19% | |
| 21 | MRVL | Marvell Technology Inc | 股票-科技 | 0.82% | +1.03% | -1.05% | |
| 22 | EME | Emcor Group Inc | 股票-工业 | 0.79% | -0.18% | — | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.78% | +0.64% | +55.82% | |
| 24 | HUBS | Hubspot Inc | 股票-科技 | 0.76% | -0.14% | -6.64% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | +0.03% | -52.98% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.70% | — | — | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.70% | +0.37% | -0.26% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.68% | +0.07% | +13.41% | |
| 29 | EWTX | Edgewise Therapeutics Inc | 股票-其他 | 0.66% | +0.05% | +9.96% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.02% | — | |
| 31 | ET | Energy Transfer LP | 股票-能源 | 0.63% | -0.18% | -0.20% | |
| 32 | CARR | Carrier Global CORP | 股票-工业 | 0.63% | — | +3.15% | |
| 33 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.57% | -0.05% | -10.98% | |
| 34 | SNOW | Snowflake Inc | 股票-科技 | 0.54% | +0.25% | +35.32% | |
| 35 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.54% | -0.07% | +0.13% | |
| 36 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.54% | +0.23% | -6.72% | |
| 37 | BHVN | Biohaven Ltd. | 股票-其他 | 0.53% | — | +0.65% | |
| 38 | TSHA | Taysha Gene Therapies Inc | 股票-其他 | 0.52% | +0.25% | +5.08% | |
| 39 | NOC | Northrop Grumman CORP | 股票-工业 | 0.51% | -0.25% | +5.93% | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.48% | -0.13% | +0.56% | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.48% | -0.13% | -14.87% | |
| 42 | SF | Stifel Financial CORP | 股票-金融 | 0.47% | -0.20% | — | |
| 43 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.46% | +0.44% | +288.74% | |
| 44 | FTXN | First Trust Nasdaq Oil & Gas | ETF-科技型 | 0.45% | — | -0.25% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.45% | — | +2.51% | |
| 46 | KRYS | Krystal Biotech Inc | 股票-医疗保健 | 0.44% | +0.01% | — | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.43% | -0.05% | -17.08% | |
| 48 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.42% | +0.05% | — | |
| 49 | PRI | Primerica Inc | 股票-金融 | 0.40% | -0.02% | — | |
| 50 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.39% | — | -1.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.6% | -0.70% | 减仓 |
| 2 | EXK | Exact Sciences CORP | +0.5% | -1.11% | 减仓 |
| 3 | VKTX | Viking Therapeutics Inc | +0.4% | +9.31% | 加仓 |
| 4 | ARM | Arm Holdings Plc-adr | +0.3% | +288.74% | 加仓 |
| 5 | AAPL | Apple Inc | +0.3% | -2.46% | 减仓 |
| 6 | AMD | Advanced Micro Devices | +0.2% | +22.67% | 加仓 |
| 7 | EWTX | Edgewise Therapeutics Inc | +0.2% | +9.96% | 加仓 |
| 8 | BABA | Alibaba Group Holding-sp Adr | +0.2% | -4.58% | 减仓 |
| 9 | PWR | Quanta Services Inc | +0.2% | +113.47% | 加仓 |
| 10 | TGTX | Tg Therapeutics Inc | +0.2% | +0.19% | 加仓 |
| 11 | HD | Home Depot Inc | +0.2% | -1.16% | 减仓 |
| 12 | BHVN | Biohaven Ltd. | +0.2% | +0.65% | 加仓 |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | NEW | 新建仓 |
| 14 | CARR | Carrier Global CORP | +0.1% | +3.15% | 加仓 |
| 15 | FWD | AB Disruptors ETF | +0.1% | +9.96% | 加仓 |
| 16 | NOW | Servicenow Inc | +0.1% | -0.13% | 减仓 |
| 17 | EME | Emcor Group Inc | +0.1% | — | 不变 |
| 18 | NOC | Northrop Grumman CORP | +0.1% | +5.93% | 加仓 |
| 19 | WHR | Whirlpool CORP | +0.1% | +42.61% | 加仓 |
| 20 | LHX | L3harris Technologies Inc | +0.1% | NEW | 新建仓 |
| 21 | MU | Micron Technology Inc | +0.1% | NEW | 新建仓 |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.09% | 加仓 |
| 23 | VRT | Vertiv Holdings Co-a | +0.1% | +74.18% | 加仓 |
| 24 | LRGC | AB US Lc Strategic Eq ETF | +0.1% | +28.75% | 加仓 |
| 25 | AZPN1USD | Aspen Technology Inc | +0.1% | NEW | 新建仓 |
| 26 | VCYT | Veracyte Inc | +0.1% | NEW | 新建仓 |
| 27 | LYV | Live Nation Entertainment In | +0.1% | NEW | 新建仓 |
| 28 | BUFC | AB Conservative Buffer ETF | +0.1% | +54.55% | 加仓 |
| 29 | NGG | National Grid Plc-sp Adr | +0.1% | +31.06% | 加仓 |
| 30 | AVGO | Broadcom Inc | +0.1% | +899.52% | 加仓 |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +55.82% | 加仓 |
| 32 | MA | Mastercard Inc - A | +0.1% | -1.20% | 减仓 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +13.41% | 加仓 |
| 34 | DOW | Dow Inc | -0.1% | EXIT | 清仓 |
| 35 | TDOC | Teladoc Health Inc | -0.1% | EXIT | 清仓 |
| 36 | FVD | First Trust Value Line Dvd | -0.1% | EXIT | 清仓 |
| 37 | CCI | Crown Castle Inc | -0.1% | EXIT | 清仓 |
| 38 | FMB | First Trust Managed Municipa | -0.1% | EXIT | 清仓 |
| 39 | ALTG | Alta Equipment Group Inc | -0.1% | -25.94% | 减仓 |
| 40 | ATOM | Atomera Inc | -0.1% | -1.44% | 减仓 |
| 41 | DDOG | Datadog Inc - Class A | -0.1% | -6.72% | 减仓 |
| 42 | DXCM | Dexcom Inc | -0.2% | EXIT | 清仓 |
| 43 | LULU | Lululemon Athletica Inc | -0.2% | -31.93% | 减仓 |
| 44 | HUBS | Hubspot Inc | -0.2% | -6.64% | 减仓 |
| 45 | QCOM | Qualcomm Inc | -0.3% | -0.98% | 减仓 |
| 46 | ABNB | Airbnb Inc-class A | -0.3% | -37.41% | 减仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | -0.15% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.5% | +1.02% | 加仓 |
| 49 | AMZN | Amazon.com Inc | -0.8% | -0.47% | 减仓 |
| 50 | GOOGL | Alphabet Inc-cl A | -1.1% | -52.98% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Quantum Private Wealth, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.9亿，共申报了 187 个公开持股仓位。
在 Q3 2024 季度，Quantum Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (9.4%)、META (8.6%)、AMZN (8.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.4% 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
COWZ
市值: US$42.5万
本季最大获利了结 / 清仓标的
DXCM
前期市值: US$46.1万
在 Q3 2024 季度中，Quantum Private Wealth, LLC 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 20 个仓位、减仓 17 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 COWZ。 本季清仓仓位包含 DXCM。
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。