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
180 檔
30.6%
Quantum Private Wealth, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$3.9亿，分散于 180 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Quantum Private Wealth, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 17 个仓位并完全清仓 8 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，Quantum Private Wealth, LLC 的前 5 大核心持股（包含 AAPL, AMZN, META 等）合计占整体申报市值的 30.6%，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 | 9.57% | -0.82% | +0.38% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 8.99% | -0.86% | -0.80% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.48% | -1.56% | +2.41% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.25% | -0.94% | +4.29% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.89% | -0.32% | +3.82% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.27% | -0.38% | -0.22% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.25% | +0.01% | +5.73% | |
| 8 | NFLX | Netflix Inc | 股票-通信服务 | 2.37% | -1.10% | -1.42% | |
| 9 | FWD | AB Disruptors ETF | ETF-其他 | 1.97% | +0.06% | +2.03% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 1.44% | -0.14% | — | |
| 11 | ATOM | Atomera Inc | 股票-其他 | 1.32% | +0.96% | +22.16% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 1.26% | -0.09% | -0.13% | |
| 13 | MRVL | Marvell Technology Inc | 股票-科技 | 1.20% | +1.03% | +1.07% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.14% | +2.24% | +11.28% | |
| 15 | VKTX | Viking Therapeutics Inc | 股票-医疗保健 | 1.11% | -0.08% | +2.18% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.05% | +0.07% | -0.23% | |
| 17 | TGTX | Tg Therapeutics Inc | 股票-医疗保健 | 0.99% | +0.20% | -0.96% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.95% | +0.64% | +4.91% | |
| 19 | HUBS | Hubspot Inc | 股票-科技 | 0.94% | -0.14% | — | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.86% | -0.14% | -3.92% | |
| 21 | EXK | Exact Sciences CORP | 股票-原材料 | 0.82% | — | -26.49% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.82% | -0.04% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.81% | +0.03% | — | |
| 24 | ITCIEUR | Intra-cellular Therapies Inc | 股票-其他 | 0.81% | — | -22.04% | |
| 25 | SNOW | Snowflake Inc | 股票-科技 | 0.77% | +0.25% | +11.72% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.75% | +0.07% | +3.14% | |
| 27 | ET | Energy Transfer LP | 股票-能源 | 0.73% | -0.18% | — | |
| 28 | EME | Emcor Group Inc | 股票-工业 | 0.71% | -0.18% | -8.65% | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.71% | +0.37% | +102.07% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.67% | — | +1.61% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.67% | — | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | +0.02% | +0.25% | |
| 33 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.63% | +0.23% | -0.36% | |
| 34 | EWTX | Edgewise Therapeutics Inc | 股票-其他 | 0.63% | +0.05% | +0.14% | |
| 35 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.60% | -0.07% | +2.37% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.56% | -0.51% | — | |
| 37 | REAL | Realreal Inc/the | 股票-其他 | 0.55% | +0.02% | -9.13% | |
| 38 | CARR | Carrier Global CORP | 股票-工业 | 0.51% | — | +1.09% | |
| 39 | SF | Stifel Financial CORP | 股票-金融 | 0.51% | -0.20% | — | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.49% | -0.05% | -1.03% | |
| 41 | EPD | Enterprise Products Partners | 股票-能源 | 0.49% | -0.13% | — | |
| 42 | TSHA | Taysha Gene Therapies Inc | 股票-其他 | 0.44% | +0.25% | +3.56% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工业 | 0.43% | -0.25% | +0.59% | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.43% | -0.13% | +0.09% | |
| 45 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.43% | -0.05% | -17.88% | |
| 46 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.42% | — | -0.31% | |
| 47 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.41% | +0.44% | +8.86% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.40% | — | — | |
| 49 | PRI | Primerica Inc | 股票-金融 | 0.39% | -0.02% | — | |
| 50 | BHVN | Biohaven Ltd. | 股票-其他 | 0.37% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ATOM | Atomera Inc | +1.1% | +22.16% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.8% | -0.80% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.8% | +5.73% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | +3.82% | 加仓 |
| 5 | MRVL | Marvell Technology Inc | +0.4% | +1.07% | 加仓 |
| 6 | REAL | Realreal Inc/the | +0.4% | -9.13% | 减仓 |
| 7 | NFLX | Netflix Inc | +0.3% | -1.42% | 减仓 |
| 8 | POWL | Powell Industries Inc | +0.3% | NEW | 新建仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | — | 不变 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.22% | 减仓 |
| 11 | SNOW | Snowflake Inc | +0.2% | +11.72% | 加仓 |
| 12 | AAPL | Apple Inc | +0.2% | +0.38% | 加仓 |
| 13 | HUBS | Hubspot Inc | +0.2% | — | 不变 |
| 14 | TGTX | Tg Therapeutics Inc | +0.2% | -0.96% | 减仓 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +4.91% | 加仓 |
| 16 | NOW | Servicenow Inc | +0.1% | -0.13% | 减仓 |
| 17 | MCD | Mcdonald's CORP | +0.1% | NEW | 新建仓 |
| 18 | ET | Energy Transfer LP | +0.1% | — | 不变 |
| 19 | TSLA | Tesla Inc | +0.1% | +21.98% | 加仓 |
| 20 | DDOG | Datadog Inc - Class A | +0.1% | -0.36% | 减仓 |
| 21 | AMSC | American Superconductor CORP | +0.1% | NEW | 新建仓 |
| 22 | WFC | Wells Fargo & Co | +0.1% | NEW | 新建仓 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.14% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不变 |
| 25 | FDN | First Trust Dj Internet Ind | +0.1% | +2.37% | 加仓 |
| 26 | CRM | Salesforce Inc | +0.1% | -1.03% | 减仓 |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | 清仓 |
| 28 | AZPN1USD | Aspen Technology Inc | -0.1% | EXIT | 清仓 |
| 29 | META | Meta Platforms Inc-class A | -0.1% | +2.41% | 加仓 |
| 30 | MU | Micron Technology Inc | -0.1% | EXIT | 清仓 |
| 31 | AMGN | Amgen Inc | -0.1% | -5.15% | 减仓 |
| 32 | ZTS | Zoetis Inc | -0.1% | -31.71% | 减仓 |
| 33 | APD | Air Products & Chemicals Inc | -0.1% | -31.21% | 减仓 |
| 34 | ✓ | -0.1% | -48.39% | 减仓 | |
| 35 | FCX | Freeport-mcmoran Inc | -0.1% | -6.07% | 减仓 |
| 36 | CARR | Carrier Global CORP | -0.1% | +1.09% | 加仓 |
| 37 | F | Ford Motor Co | -0.1% | EXIT | 清仓 |
| 38 | APTV | Aptiv PLC | -0.1% | EXIT | 清仓 |
| 39 | FBT | First Trust Nyse Arca Biotec | -0.1% | -17.88% | 减仓 |
| 40 | ITCIEUR | Intra-cellular Therapies Inc | -0.2% | -22.04% | 减仓 |
| 41 | BHVN | Biohaven Ltd. | -0.2% | — | 不变 |
| 42 | QCOM | Qualcomm Inc | -0.2% | -0.23% | 减仓 |
| 43 | CMC | Commercial Metals Co | -0.2% | EXIT | 清仓 |
| 44 | CDW | Cdw Corp/de | -0.2% | EXIT | 清仓 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.2% | +1.61% | 加仓 |
| 46 | MSFT | Microsoft CORP | -0.2% | +4.29% | 加仓 |
| 47 | AMD | Advanced Micro Devices | -0.3% | +11.28% | 加仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | 清仓 |
| 49 | EXK | Exact Sciences CORP | -0.6% | -26.49% | 减仓 |
| 50 | VKTX | Viking Therapeutics Inc | -0.7% | +2.18% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Quantum Private Wealth, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.9亿，共申报了 180 个公开持股仓位。
在 Q4 2024 季度，Quantum Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (9.6%)、AMZN (9.0%)、META (8.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.6% 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
POWL
市值: US$99.7万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$104.8万
在 Q4 2024 季度中，Quantum Private Wealth, LLC 共进行了 45 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 17 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 POWL。 本季清仓仓位包含 UNH。
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。
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