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: 0001847820
申报总市值
US$2.6亿
US$2.6亿
166 檔
14.1%
在 Q1 2024 的 13F 官方备案中，Robbins Farley 管理的美股投资组合规模来到 US$2.6亿，整体持股档数为 166 档。
在 Q1 2024，Robbins Farley 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 36 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Robbins Farley 的前 5 大核心持股（包含 SPY, SCHD, QQQ 等）合计占整体申报市值的 14.1%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.52% | — | +0.02% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.22% | +0.19% | -2.39% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.99% | +0.29% | -8.67% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.48% | +0.04% | +0.98% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | +0.04% | -22.21% | |
| 6 | CAT | Caterpillar Inc | 股票-工业 | 2.85% | -0.08% | -2.92% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.82% | +0.20% | -9.25% | |
| 8 | MLM | Martin Marietta Materials | 股票-原材料 | 2.73% | +0.07% | -11.32% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.66% | -0.09% | +2.83% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.57% | -0.82% | +3.48% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | +0.26% | +3.23% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.31% | +0.02% | +3.55% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.26% | +0.01% | +27.94% | |
| 14 | ELF | Elf Beauty Inc | 股票-非周期性消费 | 2.16% | — | -17.49% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.10% | -0.13% | +0.06% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | +0.21% | +2.84% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.90% | -0.22% | +4.57% | |
| 18 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.88% | — | +3.94% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.87% | — | -16.16% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.86% | -0.17% | +206700.00% | |
| 21 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 1.84% | — | +4.76% | |
| 22 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.81% | -0.56% | +0.47% | |
| 23 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.77% | — | +24.46% | |
| 24 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.76% | — | +3.56% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.76% | +0.10% | +0.86% | |
| 26 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.66% | — | +3.03% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 1.65% | -0.17% | +214.50% | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.60% | — | +5227.27% | |
| 29 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.57% | — | +6.61% | |
| 30 | ALGM | Allegro Microsystems Inc | 股票-其他 | 1.48% | — | +76.90% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | +0.01% | +20.35% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 1.43% | -0.61% | +35.17% | |
| 33 | UBER | Uber Technologies Inc | 股票-工业 | 1.33% | -0.20% | +35.98% | |
| 34 | ADSK | Autodesk Inc | 股票-科技 | 1.30% | +0.06% | +11.39% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工业 | 1.27% | — | -1.28% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.26% | -0.20% | +49.58% | |
| 37 | JHPI | John Hancock Preferred Incom | ETF-其他 | 1.25% | -0.09% | +29.80% | |
| 38 | SO | Southern Co/the | 股票-公用事业 | 1.24% | -0.16% | +3.81% | |
| 39 | PBH | Prestige Consumer Healthcare | 股票-医疗保健 | 1.12% | — | +2.83% | |
| 40 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.06% | — | +8.67% | |
| 41 | SWAVUSD | Shockwave Medical Inc | 股票-其他 | 1.04% | — | +33.29% | |
| 42 | DOW | Dow Inc | 股票-原材料 | 1.02% | -0.02% | +5.34% | |
| 43 | ALB | Albemarle CORP | 股票-原材料 | 0.95% | — | +60.96% | |
| 44 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.95% | — | +115.97% | |
| 45 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.94% | +0.02% | -5.06% | |
| 46 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.91% | -0.19% | -5.66% | |
| 47 | SNA | Snap-on Inc | 股票-工业 | 0.86% | +0.05% | +2.15% | |
| 48 | HON | Honeywell International Inc | 股票-工业 | 0.83% | — | -47.77% | |
| 49 | TSLA | Tesla Inc | 股票-周期性消费 | 0.81% | -0.01% | +13.32% | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.79% | — | +3.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +1.9% | +206700.00% | 加仓 |
| 2 | ACN | Accenture plc | +1.6% | +5227.27% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.6% | -22.21% | 减仓 |
| 4 | DKNG | Draftkings Inc-cl A | +0.6% | +115.97% | 加仓 |
| 5 | SWAVUSD | Shockwave Medical Inc | +0.5% | +33.29% | 加仓 |
| 6 | NFLX | Netflix Inc | +0.5% | +35.17% | 加仓 |
| 7 | UBER | Uber Technologies Inc | +0.4% | +35.98% | 加仓 |
| 8 | ALGM | Allegro Microsystems Inc | +0.4% | +76.90% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +4.57% | 加仓 |
| 10 | NEE | Nextera Energy Inc | +0.4% | +49.58% | 加仓 |
| 11 | ALB | Albemarle CORP | +0.2% | +60.96% | 加仓 |
| 12 | JHPI | John Hancock Preferred Incom | +0.2% | +29.80% | 加仓 |
| 13 | DPZ | Domino's Pizza Inc | +0.2% | +4.76% | 加仓 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +3.55% | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +20.35% | 加仓 |
| 16 | ANETEUR | Arista Networks Inc | +0.2% | +8.67% | 加仓 |
| 17 | CAT | Caterpillar Inc | +0.2% | -2.92% | 减仓 |
| 18 | WMT | Walmart Inc | +0.1% | +214.50% | 加仓 |
| 19 | PBH | Prestige Consumer Healthcare | +0.1% | +2.83% | 加仓 |
| 20 | SBUX | Starbucks CORP | +0.1% | +24.46% | 加仓 |
| 21 | AJG | Arthur J Gallagher & Co | +0.1% | +6.61% | 加仓 |
| 22 | ADSK | Autodesk Inc | +0.1% | +11.39% | 加仓 |
| 23 | MSFT | Microsoft CORP | 0% | +3.23% | 加仓 |
| 24 | CASY | Casey's General Stores Inc | 0% | +0.47% | 加仓 |
| 25 | STZ | Constellation Brands Inc-a | 0% | +3.56% | 加仓 |
| 26 | EW | Edwards Lifesciences CORP | 0% | -5.06% | 减仓 |
| 27 | HCA | Hca Healthcare Inc | 0% | -5.66% | 减仓 |
| 28 | HD | Home Depot Inc | — | +2.83% | 加仓 |
| 29 | AAPL | Apple Inc | — | +27.94% | 加仓 |
| 30 | SHW | Sherwin-williams Co/the | 0% | +0.86% | 加仓 |
| 31 | DOW | Dow Inc | 0% | +5.34% | 加仓 |
| 32 | TJX | Tjx Companies Inc | 0% | +3.48% | 加仓 |
| 33 | ELF | Elf Beauty Inc | 0% | -17.49% | 减仓 |
| 34 | ULTA | Ulta Beauty Inc | -0.1% | +3.03% | 加仓 |
| 35 | V | Visa Inc-class A Shares | -0.1% | +2.84% | 加仓 |
| 36 | SO | Southern Co/the | -0.1% | +3.81% | 加仓 |
| 37 | MLM | Martin Marietta Materials | -0.1% | -11.32% | 减仓 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.02% | 加仓 |
| 39 | AVGO | Broadcom Inc | -0.2% | -9.25% | 减仓 |
| 40 | IBB | Ishares Biotechnology ETF | -0.2% | +3.94% | 加仓 |
| 41 | ROK | Rockwell Automation Inc | -0.2% | -5.60% | 减仓 |
| 42 | SCHF | Schwab Intl Equity ETF | -0.2% | +0.98% | 加仓 |
| 43 | ADBE | Adobe Inc | -0.2% | +3.66% | 加仓 |
| 44 | TSLA | Tesla Inc | -0.4% | +13.32% | 加仓 |
| 45 | PANW | Palo Alto Networks Inc | -0.4% | -21.87% | 减仓 |
| 46 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -2.39% | 减仓 |
| 47 | KO | Coca-cola Co/the | -0.4% | -46.78% | 减仓 |
| 48 | CSCO | Cisco Systems Inc | -0.9% | -49.06% | 减仓 |
| 49 | HON | Honeywell International Inc | -1% | -47.77% | 减仓 |
| 50 | BA | Boeing Co/the | -1.8% | -99.89% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Robbins Farley 在 Q1 2024 季度的美股持仓总市值约为 US$2.6亿，共申报了 166 个公开持股仓位。
在 Q1 2024 季度，Robbins Farley 按市值排列的前三大核心持股分别为：SPY (4.5%)、SCHD (4.2%)、QQQ (4.0%)。其中最大持股仓位 SPY 占据整体投资组合约 4.5% 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。
本季最大获利了结 / 清仓标的
SCHD
前期市值: US$775.1万
在 Q1 2024 季度中，Robbins Farley 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 36 个仓位、减仓 14 个仓位以及清仓 0 个仓位。
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。