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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001765515
申报总市值
US$3.8亿
US$3.8亿
75 檔
18.5%
根据最新整理的 13F 季度数据集，S.E.E.D. Planning Group LLC 于 Q4 2024 结束时的管理资产规模为 US$3.8亿。该机构在本季度申报了 75 档美股持仓，呈现出该时期的主要投资地图。
S.E.E.D. Planning Group 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 17 档持股的同时，亦同步清仓 4 档并减仓 23 档标的。
在资产配置集中度方面，S.E.E.D. Planning Group LLC 的前 5 大核心持股（包含 AAPL, MOAT, AMZN 等）合计占整体申报市值的 18.5%，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 | AAPL | Apple Inc | 股票-科技 | 5.31% | -0.42% | -3.46% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 5.30% | -0.15% | +15.94% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.13% | -0.55% | -7.25% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.87% | -0.47% | +7.75% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | -0.37% | +5.29% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.72% | -0.14% | -2.50% | |
| 7 | ENB | Enbridge Inc | 股票-能源 | 3.72% | -0.35% | -4.34% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事业 | 3.71% | -0.26% | +10.82% | |
| 9 | CBRE | Cbre Group Inc - A | 股票-房地产 | 3.43% | -0.06% | -9.10% | |
| 10 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 3.42% | -0.17% | +16.18% | |
| 11 | HON | Honeywell International Inc | 股票-工业 | 3.34% | — | -4.86% | |
| 12 | USB | US Bancorp | 股票-金融 | 2.94% | +0.02% | -4.99% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.67% | -0.44% | -5.66% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 2.29% | -0.03% | -6.95% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 2.12% | +0.12% | +15.64% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 2.07% | +0.15% | -6.67% | |
| 17 | A | Agilent Technologies Inc | 股票-医疗保健 | 1.91% | -3.48% | +12.72% | |
| 18 | LIN | Linde plc | 股票-原材料 | 1.88% | -0.20% | -3.88% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.84% | -0.08% | +6.18% | |
| 20 | CTVA | Corteva Inc | 股票-原材料 | 1.83% | — | +54.46% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.80% | — | +9.40% | |
| 22 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 1.78% | — | +372.94% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.77% | — | -3.52% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.76% | — | -4.60% | |
| 25 | AMT | American Tower CORP | 股票-房地产 | 1.69% | — | +14.31% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 1.59% | -0.66% | +4.94% | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 1.43% | -0.25% | -1.42% | |
| 28 | ECL | Ecolab Inc | 股票-原材料 | 1.32% | -0.01% | -60.22% | |
| 29 | CSGP | Costar Group Inc | 股票-房地产 | 1.16% | -0.39% | +7.05% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.11% | +0.09% | +4.98% | |
| 31 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.10% | — | +4.05% | |
| 32 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.03% | -0.12% | +0.78% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | -4.76% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.87% | +0.46% | -1.30% | |
| 35 | EQIX | Equinix Inc | 股票-房地产 | 0.86% | -0.11% | -6.15% | |
| 36 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.84% | +0.11% | — | |
| 37 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.84% | +0.10% | — | |
| 38 | PH | Parker Hannifin CORP | 股票-工业 | 0.80% | — | -3.85% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.78% | +0.16% | +194.38% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | +0.02% | — | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | — | -8.22% | |
| 42 | SO | Southern Co/the | 股票-公用事业 | 0.69% | — | -0.17% | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.67% | — | +28.96% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.61% | — | +13.63% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.02% | +415.17% | |
| 46 | BSJR | Invesco Bulletshares 2027 Hy | ETF-其他 | 0.58% | +0.05% | -14.40% | |
| 47 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 0.55% | +0.05% | -18.28% | |
| 48 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.55% | — | -18.20% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.15% | -7.12% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | +0.01% | +2.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IFF | Intl Flavors & Fragrances | +1.3% | +372.94% | 加仓 |
| 2 | BSCT | Invesco Bulletshares 2029 Cb | +0.8% | NEW | 新建仓 |
| 3 | BSCS | Invesco Bulletshares 2028 Cb | +0.8% | NEW | 新建仓 |
| 4 | CTVA | Corteva Inc | +0.6% | +54.46% | 加仓 |
| 5 | MOAT | Vaneck Morningstar Wide Moat | +0.6% | +15.94% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +415.17% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.5% | -7.25% | 减仓 |
| 8 | BSJS | Invesco Bulletshares 2028 Hy | +0.4% | NEW | 新建仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.50% | 减仓 |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +7.75% | 加仓 |
| 11 | AAPL | Apple Inc | +0.2% | -3.46% | 减仓 |
| 12 | UPS | United Parcel Service-cl B | +0.2% | NEW | 新建仓 |
| 13 | NKE | Nike Inc -cl B | +0.2% | NEW | 新建仓 |
| 14 | V | Visa Inc-class A Shares | +0.2% | -4.60% | 减仓 |
| 15 | MCD | Mcdonald's CORP | +0.2% | +170.99% | 加仓 |
| 16 | SPGI | S&p Global Inc | +0.2% | NEW | 新建仓 |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | +28.96% | 加仓 |
| 18 | HON | Honeywell International Inc | +0.1% | -4.86% | 减仓 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +15.64% | 加仓 |
| 20 | MSFT | Microsoft CORP | +0.1% | +5.29% | 加仓 |
| 21 | AMAT | Applied Materials Inc | +0.1% | +65.41% | 加仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -4.76% | 减仓 |
| 23 | RTX | Rtx CORP | 0% | -1.30% | 减仓 |
| 24 | CL | Colgate-palmolive Co | 0% | -1.36% | 减仓 |
| 25 | COST | Costco Wholesale CORP | -0.1% | -5.66% | 减仓 |
| 26 | SO | Southern Co/the | -0.1% | -0.17% | 减仓 |
| 27 | XYL | Xylem Inc | -0.1% | -14.17% | 减仓 |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | +9.40% | 加仓 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | +0.78% | 加仓 |
| 30 | BSJR | Invesco Bulletshares 2027 Hy | -0.1% | -14.40% | 减仓 |
| 31 | TSLA | Tesla Inc | -0.1% | EXIT | 清仓 |
| 32 | SBUX | Starbucks CORP | -0.1% | -8.22% | 减仓 |
| 33 | CAT | Caterpillar Inc | -0.1% | EXIT | 清仓 |
| 34 | CBRE | Cbre Group Inc - A | -0.1% | -9.10% | 减仓 |
| 35 | BSJQ | Invesco Bulletshares 2026 Hy | -0.1% | -18.28% | 减仓 |
| 36 | BSJP | Invesco Bulletshares 2025 Hy | -0.1% | -18.20% | 减仓 |
| 37 | VLO | Valero Energy CORP | -0.2% | -1.42% | 减仓 |
| 38 | AMT | American Tower CORP | -0.2% | +14.31% | 加仓 |
| 39 | NEE | Nextera Energy Inc | -0.2% | +10.82% | 加仓 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.2% | +6.18% | 加仓 |
| 41 | HD | Home Depot Inc | -0.2% | -6.67% | 减仓 |
| 42 | LMT | Lockheed Martin CORP | -0.2% | +4.94% | 加仓 |
| 43 | JNJ | Johnson & Johnson | -0.3% | -3.52% | 减仓 |
| 44 | LIN | Linde plc | -0.3% | -3.88% | 减仓 |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | EXIT | 清仓 |
| 46 | EL | Estee Lauder Companies-cl A | -0.5% | +16.18% | 加仓 |
| 47 | DIS | Walt Disney Co/the | -0.6% | -77.68% | 减仓 |
| 48 | BSJO | Invesco Bulletshares 2024 Hy | -0.7% | EXIT | 清仓 |
| 49 | BSCP | Invesco Bulletshares 2025 Cb | -0.8% | -77.99% | 减仓 |
| 50 | ECL | Ecolab Inc | -2.3% | -60.22% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，S.E.E.D. Planning Group LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.8亿，共申报了 75 个公开持股仓位。
在 Q4 2024 季度，S.E.E.D. Planning Group LLC 按市值排列的前三大核心持股分别为：AAPL (5.3%)、MOAT (5.3%)、AMZN (5.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.3% 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
BSCT
市值: US$250.6万
本季最大获利了结 / 清仓标的
BSJO
前期市值: US$197.5万
在 Q4 2024 季度中，S.E.E.D. Planning Group LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 17 个仓位、减仓 23 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BSCT。 本季清仓仓位包含 BSJO。
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。