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: 0001143565
申报总市值
US$10.9亿
US$10.9亿
104 檔
33.9%
Rational Advisors, Inc. 在 Q4 2024 季度的美股仓位总计估值为 US$10.9亿，分散于 104 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Rational Advisors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 24 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Rational Advisors, Inc. 的前 5 大核心持股（包含 BND, AGG, SPAB 等）合计占整体申报市值的 33.9%，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 | BND | Vanguard Total Bond Market | ETF-其他 | 8.30% | -0.61% | -2.09% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.29% | -0.61% | -2.02% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 8.28% | — | -2.09% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.82% | +1.28% | +10.71% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 5.47% | -0.34% | -9.26% | |
| 6 | AMLP | Alerian Mlp ETF | ETF-其他 | 5.26% | — | -10.57% | |
| 7 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 4.93% | -3.10% | -8.29% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.45% | -0.58% | -7.21% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 3.89% | -0.55% | +35.88% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-其他 | 3.40% | +0.30% | -15.92% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.08% | -0.50% | -18.08% | |
| 12 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 2.75% | — | -17.50% | |
| 13 | PFFD | Global X US Preferred ETF | ETF-其他 | 2.22% | -0.19% | -4.18% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.17% | +1.05% | +8.71% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 1.82% | -0.12% | -2.26% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.76% | -0.11% | -9.32% | |
| 17 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.35% | -0.08% | +47.38% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.16% | -0.09% | -8.55% | |
| 19 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 0.91% | +0.38% | NEW | |
| 20 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.86% | -1.11% | +37.04% | |
| 21 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.86% | -0.05% | +38.11% | |
| 22 | DXCM 0.25 11-15-25债券 | Dexcom Inc | 债券 | 0.86% | — | +47.82% | |
| 23 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 0.85% | — | +8.71% | |
| 24 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 0.85% | -0.14% | +35.78% | |
| 25 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.83% | — | +54.55% | |
| 26 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | 债券 | 0.82% | +0.18% | +51.20% | |
| 27 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | 债券 | 0.79% | — | +51.80% | |
| 28 | DKNG 0 03-15-28债券 | Draftkings Holdings Inc | 债券 | 0.72% | -0.04% | +158.21% | |
| 29 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 0.72% | -0.35% | +51.88% | |
| 30 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 0.71% | — | +42.45% | |
| 31 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | 债券 | 0.66% | — | +182.32% | |
| 32 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 0.63% | -0.10% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | +0.04% | +19.64% | |
| 34 | VTR 3.75 06-01-26债券 | Ventas Realty LP | 债券 | 0.62% | — | +74.38% | |
| 35 | OKTA 0.375 06-15-26债券 | Okta Inc | 债券 | 0.58% | — | +63.50% | |
| 36 | ETSY 0.25 06-15-28债券 | Etsy Inc | 债券 | 0.55% | -0.08% | +89.75% | |
| 37 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 0.54% | — | +59.77% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.53% | -0.55% | +3.35% | |
| 39 | AAPL | Apple Inc | 股票-科技 | 0.48% | -0.12% | -16.27% | |
| 40 | MBB | Ishares Mbs ETF | ETF-其他 | 0.45% | — | -2.26% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | -0.26% | -6.64% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | -0.04% | -25.35% | |
| 43 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 0.38% | — | -16.00% | |
| 44 | KKR | Kkr & Co Inc | 股票-金融 | 0.36% | — | -10.22% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.36% | -0.01% | — | |
| 46 | APO | Apollo Global Management Inc | 股票-金融 | 0.35% | — | -41.13% | |
| 47 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | 债券 | 0.35% | — | +136.73% | |
| 48 | BX | Blackstone Inc | 股票-金融 | 0.34% | — | -7.27% | |
| 49 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.34% | — | -19.53% | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.33% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.9% | +35.88% | 加仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.8% | +10.71% | 加仓 |
| 3 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | +0.6% | NEW | 新建仓 |
| 4 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | +0.4% | +182.32% | 加仓 |
| 5 | DKNG 0 03-15-28债券 | Draftkings Holdings Inc | +0.4% | +158.21% | 加仓 |
| 6 | BAB | Invesco Taxable Municipal Bo | +0.4% | +47.38% | 加仓 |
| 7 | BKNG | Booking Holdings Inc | +0.4% | +54.55% | 加仓 |
| 8 | CRM | Salesforce Inc | +0.4% | NEW | 新建仓 |
| 9 | PGR | Progressive CORP | +0.3% | NEW | 新建仓 |
| 10 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | +0.3% | +51.20% | 加仓 |
| 11 | WIX | Wix.com Ltd. | +0.3% | NEW | 新建仓 |
| 12 | DXCM 0.25 11-15-25债券 | Dexcom Inc | +0.3% | +47.82% | 加仓 |
| 13 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | +0.3% | +51.80% | 加仓 |
| 14 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.3% | +51.88% | 加仓 |
| 15 | ETSY 0.25 06-15-28债券 | Etsy Inc | +0.3% | +89.75% | 加仓 |
| 16 | VTR 3.75 06-01-26债券 | Ventas Realty LP | +0.3% | +74.38% | 加仓 |
| 17 | APO 6.75 07-31-26债券 | Apollo Global Management | +0.3% | +8.71% | 加仓 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.3% | +8.71% | 加仓 |
| 19 | OKTA 0.375 06-15-26债券 | Okta Inc | +0.2% | +63.50% | 加仓 |
| 20 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | +0.2% | +35.78% | 加仓 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +362.43% | 加仓 |
| 22 | BAC 7.25 PERP L债券 | Bank Of America CORP | +0.2% | +38.11% | 加仓 |
| 23 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | +0.2% | +136.73% | 加仓 |
| 24 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | +0.2% | +42.45% | 加仓 |
| 25 | NOW | Servicenow Inc | +0.2% | NEW | 新建仓 |
| 26 | AWK 3.625 06-15-26债券 | American Water Capital C | +0.2% | +59.77% | 加仓 |
| 27 | WFC 7.5 PERP L债券 | Wells Fargo & Company | +0.2% | +37.04% | 加仓 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.2% | +19.64% | 加仓 |
| 29 | IEF | Ishares 7-10 Year Treasury B | -0.2% | -96.37% | 减仓 |
| 30 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | -9.26% | 减仓 |
| 31 | DKNG | Draftkings Inc-cl A | -0.2% | EXIT | 清仓 |
| 32 | UBER | Uber Technologies Inc | -0.2% | EXIT | 清仓 |
| 33 | PFFD | Global X US Preferred ETF | -0.2% | -4.18% | 减仓 |
| 34 | TDG | Transdigm Group Inc | -0.2% | EXIT | 清仓 |
| 35 | KBR | Kbr Inc | -0.2% | EXIT | 清仓 |
| 36 | ORCL | Oracle CORP | -0.3% | EXIT | 清仓 |
| 37 | LLY | Eli Lilly & Co | -0.3% | -80.33% | 减仓 |
| 38 | COHR | Coherent CORP | -0.3% | EXIT | 清仓 |
| 39 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -7.21% | 减仓 |
| 40 | MELI | Mercadolibre Inc | -0.3% | -43.05% | 减仓 |
| 41 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -95.64% | 减仓 |
| 42 | AMLP | Alerian Mlp ETF | -0.4% | -10.57% | 减仓 |
| 43 | NTSX | Wisdomtree US Efficient Core | -0.4% | -8.29% | 减仓 |
| 44 | BND | Vanguard Total Bond Market | -0.4% | -2.09% | 减仓 |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.4% | -2.02% | 减仓 |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | -0.4% | -2.09% | 减仓 |
| 47 | SCHI | Schwab 5-10 Year Corporate B | -0.5% | +30.28% | 加仓 |
| 48 | HYLB | Xtrackers Usd High Yield Cor | -0.6% | -17.50% | 减仓 |
| 49 | JEPI | Jpmorgan Equity Premium Inco | -0.8% | -18.08% | 减仓 |
| 50 | SCHH | Schwab US Reit ETF | -1% | -15.92% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Rational Advisors, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$10.9亿，共申报了 104 个公开持股仓位。
在 Q4 2024 季度，Rational Advisors, Inc. 按市值排列的前三大核心持股分别为：BND (8.3%)、AGG (8.3%)、SPAB (8.3%)。其中最大持股仓位 BND 占据整体投资组合约 8.3% 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
UBER 0.875 12-01-28 2028
市值: US$647.8万
本季最大获利了结 / 清仓标的
COHR
前期市值: US$315.0万
在 Q4 2024 季度中，Rational Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 24 个仓位、减仓 15 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 UBER 0.875 12-01-28 2028。 本季清仓仓位包含 COHR。
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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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。