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: 0001783599
申报总市值
US$11.0亿
US$11.0亿
197 檔
12.0%
Q2 2024 季度申报显示，Red Door Wealth Management, LLC 披露的美股组合总市值为 US$11.0亿，涵盖 197 个不同之权益投资仓位。
在 Q2 2024 期间，Red Door Wealth Management, 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，Red Door Wealth Management, LLC 的前 5 大核心持股（包含 BRK-B, NVDA, SCHX 等）合计占整体申报市值的 12.0%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.44% | -0.32% | +1.42% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.95% | +0.10% | +900.05% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.63% | +0.01% | +0.69% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.20% | -0.14% | +2.94% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | -0.24% | +2.77% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.01% | +0.05% | +5.00% | |
| 7 | FDX | Fedex CORP | 股票-工业 | 2.86% | -1.23% | +2.12% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.82% | +0.15% | +3.71% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.21% | -0.03% | +4.84% | |
| 10 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 1.97% | -0.05% | — | |
| 11 | MAA | Mid-america Apartment Comm | 股票-房地产 | 1.93% | — | — | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.90% | -0.31% | +5.00% | |
| 13 | AZO | Autozone Inc | 股票-周期性消费 | 1.81% | -0.26% | -0.52% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.70% | +0.03% | +4.97% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.67% | -0.41% | +1.16% | |
| 16 | TDG | Transdigm Group Inc | 股票-工业 | 1.60% | +0.04% | +4.90% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.49% | -0.06% | +5.07% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 1.47% | -0.37% | +5.31% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.45% | -0.10% | +5.26% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.45% | +0.24% | +7.06% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | -0.01% | +7.26% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.44% | +0.21% | +7.21% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.39% | -0.10% | +4.35% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.34% | -0.05% | +6.58% | |
| 25 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 1.28% | -0.03% | +5.90% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | -0.99% | +4.51% | |
| 27 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.17% | -0.08% | +4.06% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.14% | — | +0.03% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 1.13% | — | +5.35% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 1.08% | +0.04% | +7.41% | |
| 31 | WM | Waste Management Inc | 股票-工业 | 1.07% | -0.14% | +7.10% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.00% | -0.07% | +9.71% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.98% | -0.03% | +1.31% | |
| 34 | NOW | Servicenow Inc | 股票-科技 | 0.97% | -0.51% | +8.64% | |
| 35 | ARHS | Arhaus Inc | 股票-其他 | 0.96% | — | -7.25% | |
| 36 | HON | Honeywell International Inc | 股票-工业 | 0.93% | -0.09% | EXIT | |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.90% | -0.13% | — | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.90% | +0.02% | +0.09% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.89% | -0.12% | +8.67% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.80% | -0.12% | +13.12% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.77% | -0.23% | +8.37% | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.77% | -0.01% | +7.57% | |
| 43 | ROP | Roper Technologies Inc | 股票-科技 | 0.76% | -0.31% | EXIT | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.74% | -0.16% | +3.17% | |
| 45 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.72% | -0.17% | +10.03% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.68% | +0.02% | NEW | |
| 47 | PLD | Prologis Inc | 股票-房地产 | 0.66% | -0.64% | EXIT | |
| 48 | DUK | Duke Energy CORP | 股票-公用事业 | 0.66% | -0.08% | +8.44% | |
| 49 | DAR | Darling Ingredients Inc | 股票-非周期性消费 | 0.59% | -0.71% | +15.03% | |
| 50 | AMT | American Tower CORP | 股票-房地产 | 0.56% | -0.04% | +14.78% |
根据 SEC 官方 Form 13F 申报备案，Red Door Wealth Management, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$11.0亿，共申报了 197 个公开持股仓位。
在 Q2 2024 季度，Red Door Wealth Management, LLC 按市值排列的前三大核心持股分别为：BRK-B (5.4%)、NVDA (5.0%)、SCHX (4.6%)。其中最大持股仓位 BRK-B 占据整体投资组合约 5.4% 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。
在 Q2 2024 季度中，Red Door Wealth Management, 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。