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: 0001810099
申报总市值
US$12.0亿
US$12.0亿
235 檔
18.6%
在 Q4 2024 的 13F 官方备案中，Royal Fund Management, LLC 管理的美股投资组合规模来到 US$12.0亿，整体持股档数为 235 档。
在 Q4 2024，Royal Fund Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 6 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，Royal Fund Management, LLC 的前 5 大核心持股（包含 QQQ, VGT, VOO 等）合计占整体申报市值的 18.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 235 只）
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.77% | +0.38% | -51.50% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.22% | +0.21% | +1.94% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.65% | +0.09% | -47.70% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.20% | +1.31% | -12.73% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.00% | +0.98% | NEW | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 1.99% | +0.01% | +42.54% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.82% | -0.25% | -56.70% | |
| 8 | XLF | Ss Financial Select Sector | ETF-其他 | 1.75% | -0.02% | -43.21% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.62% | — | +7447.72% | |
| 10 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.60% | -0.11% | -0.06% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.57% | -0.15% | -55.09% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.46% | +0.01% | -4.69% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.13% | -44.24% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.30% | +0.02% | +4.58% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | -0.02% | -6.57% | |
| 16 | UBER | Uber Technologies Inc | 股票-工业 | 1.25% | -0.07% | -31.94% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.25% | -0.21% | +1.35% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.03% | -0.05% | +1.15% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.96% | +0.02% | +9.95% | |
| 20 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.90% | +0.05% | +103.34% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | -0.12% | +103.75% | |
| 22 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.88% | — | -64.06% | |
| 23 | WM | Waste Management Inc | 股票-工业 | 0.87% | -0.06% | -4.48% | |
| 24 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.86% | +0.06% | +23.02% | |
| 25 | ROKU | Roku Inc | 股票-通信服务 | 0.84% | -0.03% | EXIT | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.83% | — | — | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.82% | +0.23% | +2.95% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.81% | +0.02% | +99.25% | |
| 29 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.80% | — | +683.44% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.79% | +0.05% | -48.36% | |
| 31 | MU | Micron Technology Inc | 股票-科技 | 0.78% | +0.05% | +629.45% | |
| 32 | OKE | Oneok Inc | 股票-能源 | 0.78% | -0.07% | -45.42% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | +1.57% | NEW | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | +0.18% | -43.04% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.75% | +0.09% | -12.94% | |
| 36 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.74% | -0.14% | +2.55% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.69% | — | -69.18% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.69% | -0.03% | +2.21% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.68% | +0.01% | -16.10% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.68% | -0.12% | -49.97% | |
| 41 | INDA | Ishares Msci India ETF | ETF-其他 | 0.67% | -0.01% | -52.88% | |
| 42 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.66% | +0.03% | +109.10% | |
| 43 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.66% | -0.22% | +5.37% | |
| 44 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.66% | — | -57.56% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | +1.24% | NEW | |
| 46 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.64% | -0.02% | -46.28% | |
| 47 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.63% | -0.02% | -46.87% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | +0.04% | -54.09% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.58% | -0.06% | +5.17% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.58% | +0.03% | -18.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XLC | Ss Comm Select Sector Spdr | +1.6% | +7447.72% | 加仓 |
| 2 | TSLA | Tesla Inc | +1.4% | +42.54% | 加仓 |
| 3 | XLY | Ss Consumer Disc Select Sect | +0.8% | NEW | 新建仓 |
| 4 | ROKU | Roku Inc | +0.8% | +1330.33% | 加仓 |
| 5 | IYJ | Ishares U.s. Industrials ETF | +0.7% | +683.44% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.7% | +629.45% | 加仓 |
| 7 | MCD | Mcdonald's CORP | +0.6% | +103.75% | 加仓 |
| 8 | LAMR | Lamar Advertising Co-a | +0.6% | +103.34% | 加仓 |
| 9 | SMCI | Super Micro Computer Inc | +0.5% | NEW | 新建仓 |
| 10 | OKE | Oneok Inc | 0% | -45.42% | 减仓 |
| 11 | DRI | Darden Restaurants Inc | -0.1% | -48.61% | 减仓 |
| 12 | KCE | Ss Spdr S&p Cap Mkts ETF | -0.1% | -46.87% | 减仓 |
| 13 | XLF | Ss Financial Select Sector | -0.1% | -43.21% | 减仓 |
| 14 | PGHY | Invesco Global Ex US High Yi | -0.1% | -47.72% | 减仓 |
| 15 | VUG | Vanguard Growth ETF | -0.1% | -48.36% | 减仓 |
| 16 | UNP | Union Pacific CORP | -0.1% | -46.96% | 减仓 |
| 17 | SBUX | Starbucks CORP | -0.2% | -50.20% | 减仓 |
| 18 | EMR | Emerson Electric Co | -0.2% | -60.08% | 减仓 |
| 19 | SCHG | Schwab US Large-cap Growth | -0.2% | +99.25% | 加仓 |
| 20 | SNOW | Snowflake Inc | -0.2% | -68.47% | 减仓 |
| 21 | AMZN | Amazon.com Inc | -0.2% | -57.56% | 减仓 |
| 22 | QCOM | Qualcomm Inc | -0.2% | -43.04% | 减仓 |
| 23 | UBER | Uber Technologies Inc | -0.2% | -31.94% | 减仓 |
| 24 | RTX | Rtx CORP | -0.2% | -49.97% | 减仓 |
| 25 | IXJ | Ishares Global Healthcare Et | -0.2% | -46.28% | 减仓 |
| 26 | ENPH | Enphase Energy Inc | -0.2% | -55.04% | 减仓 |
| 27 | IBM | Intl Business Machines CORP | -0.2% | -54.09% | 减仓 |
| 28 | MSFT | Microsoft CORP | -0.3% | -44.24% | 减仓 |
| 29 | SG | Sweetgreen Inc - Class A | -0.3% | -86.70% | 减仓 |
| 30 | PSX | Phillips 66 | -0.3% | -53.66% | 减仓 |
| 31 | NEM | Newmont CORP | -0.3% | -55.39% | 减仓 |
| 32 | INDA | Ishares Msci India ETF | -0.3% | -52.88% | 减仓 |
| 33 | CVS | Cvs Health CORP | -0.3% | -55.22% | 减仓 |
| 34 | HOOD | Robinhood Markets Inc - A | -0.4% | EXIT | 清仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.4% | -57.81% | 减仓 |
| 36 | NET | Cloudflare Inc - Class A | -0.4% | EXIT | 清仓 |
| 37 | TWLO | Twilio Inc - A | -0.4% | EXIT | 清仓 |
| 38 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | -74.08% | 减仓 |
| 39 | MRVL | Marvell Technology Inc | -0.4% | EXIT | 清仓 |
| 40 | VOO | Vanguard S&p 500 ETF | -0.5% | -47.70% | 减仓 |
| 41 | NVDA | Nvidia CORP | -0.6% | -56.70% | 减仓 |
| 42 | GTLB | Gitlab Inc-cl A | -0.6% | -95.77% | 减仓 |
| 43 | PLTR | Palantir Technologies Inc-a | -0.7% | EXIT | 清仓 |
| 44 | SOXX | Ishares Semiconductor ETF | -0.8% | -64.06% | 减仓 |
| 45 | XLV | Ss Health Care Select Sector | -0.9% | -69.18% | 减仓 |
| 46 | TLT | Ishares 20+ Year Treasury Bd | -1% | -55.09% | 减仓 |
| 47 | XBI | Ss Spdr S&p Biotech ETF | -1.2% | -78.89% | 减仓 |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | -1.5% | EXIT | 清仓 |
| 49 | IWM | Ishares Russell 2000 ETF | -1.7% | -65.31% | 减仓 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -2.8% | -51.50% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Royal Fund Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$12.0亿，共申报了 235 个公开持股仓位。
在 Q4 2024 季度，Royal Fund Management, LLC 按市值排列的前三大核心持股分别为：QQQ (10.8%)、VGT (3.2%)、VOO (2.6%)。其中最大持股仓位 QQQ 占据整体投资组合约 10.8% 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
XLY
市值: US$894.1万
本季最大获利了结 / 清仓标的
IJT
前期市值: US$2495.5万
在 Q4 2024 季度中，Royal Fund Management, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 8 个仓位、减仓 34 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 XLY。 本季清仓仓位包含 IJT。
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。