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: 0001800911
申报总市值
US$3.3亿
US$3.3亿
342 檔
11.4%
截至 Q4 2024 季度末，S.A. Mason LLC 的美股持仓估值约为 US$3.3亿，全数申报仓位共有 342 档。
S.A. Mason LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 19 档持股的同时，亦同步清仓 3 档并减仓 18 档标的。
在资产配置集中度方面，S.A. Mason LLC 的前 5 大核心持股（包含 NVDA, VTI, MSFT 等）合计占整体申报市值的 11.4%，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 342 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 | NVDA | Nvidia CORP | 股票-科技 | 5.97% | -0.28% | -7.15% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.96% | -0.22% | -2.26% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.22% | +0.13% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.13% | +0.01% | -0.18% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.92% | -0.05% | -1.30% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.80% | -0.13% | -3.36% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.54% | -0.01% | -0.22% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.45% | +0.12% | +0.41% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.45% | -0.37% | -0.66% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.92% | +0.57% | +2.22% | |
| 11 | INTU | Intuit Inc | 股票-科技 | 1.74% | -0.55% | -1.95% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.43% | -0.15% | -0.04% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.25% | -0.13% | +0.74% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.19% | -0.05% | +0.82% | |
| 15 | STXF | Strive 500 ETF | ETF-其他 | 1.14% | -0.04% | +5.78% | |
| 16 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.11% | -0.22% | +0.02% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | +0.05% | +1.69% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.96% | -0.06% | +1.93% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.96% | -0.05% | -4.25% | |
| 20 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.90% | -0.14% | -14.76% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 0.89% | -0.12% | +0.40% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.88% | -0.42% | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | -0.03% | — | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.87% | -0.18% | +6.83% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | -0.05% | +0.42% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.83% | -0.04% | +200.11% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.83% | -0.30% | — | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.83% | -0.04% | +2.77% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.81% | -0.05% | -1.40% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.81% | -0.08% | -0.07% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.79% | -0.23% | +0.66% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | +0.24% | — | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.03% | -0.11% | |
| 34 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.70% | -0.17% | +0.39% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.70% | -0.13% | +0.18% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.22% | +0.90% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.69% | -0.01% | +204.71% | |
| 38 | GE | General Electric | 股票-工业 | 0.67% | +0.16% | — | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.66% | -0.08% | -1.05% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.65% | -0.04% | -0.25% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | -0.02% | — | |
| 42 | WMT | Walmart Inc | 股票-非周期性消费 | 0.61% | -0.15% | +4.02% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.60% | — | — | |
| 44 | PAYX | Paychex Inc | 股票-科技 | 0.59% | -0.20% | -0.81% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | +0.03% | +0.47% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | -0.08% | -0.43% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | +0.10% | +0.85% | |
| 48 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.53% | -0.09% | +1.87% | |
| 49 | ROL | Rollins Inc | 股票-周期性消费 | 0.53% | -0.14% | -6.47% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.03% | -0.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.4% | — | 不变 |
| 2 | PANW | Palo Alto Networks Inc | +0.4% | +1551.68% | 加仓 |
| 3 | SAP | Sap Se-sponsored Adr | +0.3% | NEW | 新建仓 |
| 4 | COP | Conocophillips | +0.3% | +399.23% | 加仓 |
| 5 | CAVA | Cava Group Inc | +0.2% | NEW | 新建仓 |
| 6 | ROKU | Roku Inc | +0.2% | NEW | 新建仓 |
| 7 | AAPL | Apple Inc | +0.1% | -1.30% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.69% | 加仓 |
| 9 | TSLA | Tesla Inc | +0.1% | +12.20% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +9.35% | 加仓 |
| 11 | NVDA | Nvidia CORP | +0.1% | -7.15% | 减仓 |
| 12 | V | Visa Inc-class A Shares | +0.1% | -0.11% | 减仓 |
| 13 | STXF | Strive 500 ETF | +0.1% | +5.78% | 加仓 |
| 14 | WMT | Walmart Inc | +0.1% | +4.02% | 加仓 |
| 15 | MA | Mastercard Inc - A | +0.1% | -0.04% | 减仓 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.22% | 加仓 |
| 17 | CHKP | Check Point Software Technologies Ltd. | +0.1% | NEW | 新建仓 |
| 18 | KGC | Kinross Gold CORP | +0.1% | +250.00% | 加仓 |
| 19 | TOST | Toast Inc-class A | +0.1% | +8.25% | 加仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +0.85% | 加仓 |
| 21 | CNH | CNH Industrial N.V. | +0.1% | NEW | 新建仓 |
| 22 | MSTR | Strategy Inc | +0.1% | NEW | 新建仓 |
| 23 | COST | Costco Wholesale CORP | +0.1% | -0.66% | 减仓 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | -0.12% | 减仓 |
| 25 | AXP | American Express Co | +0.1% | -1.40% | 减仓 |
| 26 | BA | Boeing Co/the | +0.1% | -0.11% | 减仓 |
| 27 | ABX | Barrick Gold CORP | -0.1% | +1.75% | 加仓 |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | -3.00% | 减仓 |
| 29 | NSRGY | Nestle Sa-spons Adr | -0.1% | — | 不变 |
| 30 | ZTS | Zoetis Inc | -0.1% | +0.03% | 加仓 |
| 31 | BND | Vanguard Total Bond Market | -0.1% | -18.50% | 减仓 |
| 32 | NEE | Nextera Energy Inc | -0.1% | +2.65% | 加仓 |
| 33 | WING | Wingstop Inc | -0.1% | EXIT | 清仓 |
| 34 | BAC | Bank Of America CORP | -0.1% | -28.29% | 减仓 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -0.43% | 减仓 |
| 36 | ROL | Rollins Inc | -0.1% | -6.47% | 减仓 |
| 37 | TTC | Toro Co | -0.1% | -25.99% | 减仓 |
| 38 | PEP | Pepsico Inc | -0.1% | +0.66% | 加仓 |
| 39 | GE | General Electric | -0.1% | — | 不变 |
| 40 | MSFT | Microsoft CORP | -0.1% | +0.13% | 加仓 |
| 41 | LLY | Eli Lilly & Co | -0.1% | — | 不变 |
| 42 | ENVUSD | Envestnet Inc | -0.1% | EXIT | 清仓 |
| 43 | FAST | Fastenal Co | -0.1% | -57.44% | 减仓 |
| 44 | ORLY | O'reilly Automotive Inc | -0.1% | -14.76% | 减仓 |
| 45 | ABBV | Abbvie Inc | -0.1% | +0.82% | 加仓 |
| 46 | ADBE | Adobe Inc | -0.1% | -1.05% | 减仓 |
| 47 | CI | THE Cigna Group | -0.1% | -7.03% | 减仓 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +0.52% | 加仓 |
| 49 | AMGN | Amgen Inc | -0.2% | +0.40% | 加仓 |
| 50 | MRO* | Marathon Oil CORP | -0.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，S.A. Mason LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.3亿，共申报了 342 个公开持股仓位。
在 Q4 2024 季度，S.A. Mason LLC 按市值排列的前三大核心持股分别为：NVDA (6.0%)、VTI (4.0%)、MSFT (3.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.0% 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
SAP
市值: US$56.0万
本季最大获利了结 / 清仓标的
MRO*
前期市值: US$56.4万
在 Q4 2024 季度中，S.A. Mason LLC 共进行了 46 项持仓异动，包含新建仓 6 个仓位、加仓 19 个仓位、减仓 18 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SAP。 本季清仓仓位包含 MRO*。
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。