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: 0001912339
申报总市值
US$3.6亿
US$3.6亿
177 檔
8.9%
Q3 2024 季度申报显示,Resurgent Financial Advisors LLC 披露的美股组合总市值为 US$3.6亿,涵盖 177 个不同之权益投资仓位。
在 Q3 2024 期间,Resurgent Financial Advisors 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,Resurgent Financial Advisors LLC 的前 5 大核心持股(包含 MSFT, AAPL, BRK-B 等)合计占整体申报市值的 8.9%,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 | MSFT | Microsoft CORP | 股票-科技 | 5.64% | -0.24% | +1.15% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.40% | +0.41% | -0.01% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.59% | +0.01% | +2.15% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.53% | -0.20% | +1.03% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.53% | +0.36% | -1.45% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.42% | -0.23% | +17.86% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.36% | -0.14% | +0.82% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.04% | -0.83% | +4.22% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.87% | +0.04% | +1.04% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 1.77% | +0.38% | -2.38% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.73% | +0.09% | -0.91% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | +0.77% | -0.84% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -0.45% | +28.61% | |
| 14 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.41% | -0.41% | — | |
| 15 | ETN | Eaton Corporation plc | 股票-工业 | 1.35% | +0.06% | -3.26% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.34% | +0.12% | +26.44% | |
| 17 | COP | Conocophillips | 股票-能源 | 1.31% | -0.43% | +3.93% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.26% | -0.16% | +10.07% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.20% | -0.30% | -2.52% | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.06% | -0.12% | -0.55% | |
| 21 | DHR | Danaher CORP | 股票-医疗保健 | 1.01% | -0.19% | +16.65% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.00% | -0.03% | +3.76% | |
| 23 | SYBT | Stock Yards Bancorp Inc | 股票-其他 | 0.99% | -0.01% | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.93% | -0.04% | +2.47% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.92% | -0.03% | -58.59% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.90% | — | -2.00% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.30% | -32.54% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.87% | -0.10% | -5.54% | |
| 29 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.86% | -0.11% | +2.25% | |
| 30 | PWR | Quanta Services Inc | 股票-工业 | 0.83% | -0.02% | +0.70% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.81% | -0.26% | EXIT | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.78% | -0.07% | +1.29% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.75% | -0.09% | -6.78% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.25% | -1.31% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.75% | +0.21% | -19.76% | |
| 36 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.74% | +0.02% | -10.49% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.72% | -0.17% | +10.02% | |
| 38 | AMGN | Amgen Inc | 股票-医疗保健 | 0.72% | +0.01% | +4.04% | |
| 39 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.72% | +0.22% | NEW | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.67% | -0.09% | -17.81% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.65% | -0.03% | -3.66% | |
| 42 | CCI | Crown Castle Inc | 股票-房地产 | 0.63% | — | -0.63% | |
| 43 | MSI | Motorola Solutions Inc | 股票-科技 | 0.59% | -0.06% | -5.77% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.57% | -0.25% | +8.13% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.56% | -0.03% | -7.85% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.56% | -0.08% | +6.96% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.55% | -0.16% | +2.73% | |
| 48 | MBB | Ishares Mbs ETF | ETF-其他 | 0.55% | -0.06% | +30.15% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.55% | -0.01% | -7.07% | |
| 50 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.54% | -0.08% | +9.34% |
根据 SEC 官方 Form 13F 申报备案,Resurgent Financial Advisors LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.6亿,共申报了 177 个公开持股仓位。
在 Q3 2024 季度,Resurgent Financial Advisors LLC 按市值排列的前三大核心持股分别为:MSFT (5.6%)、AAPL (5.4%)、BRK-B (2.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.6% 的权重。
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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 Q3 2024 季度中,Resurgent Financial Advisors 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。