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: 0001809236
申报总市值
US$1.8亿
US$1.8亿
110 檔
17.7%
截至 Q2 2024 季度末，Salvus Wealth Management, LLC 的美股持仓估值约为 US$1.8亿，全数申报仓位共有 110 档。
在 Q2 2024 期间，Salvus Wealth Management, 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，Salvus Wealth Management, LLC 的前 5 大核心持股（包含 GOOG, BRK-B, PGR 等）合计占整体申报市值的 17.7%，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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.06% | +0.42% | -7.16% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.98% | -0.14% | -1.40% | |
| 3 | PGR | Progressive CORP | 股票-金融 | 4.26% | -0.01% | -2.63% | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.76% | -0.43% | -1.50% | |
| 5 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 3.59% | -0.02% | -2.79% | |
| 6 | AXP | American Express Co | 股票-金融 | 3.48% | +0.08% | +4.65% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.46% | +0.21% | +15.08% | |
| 8 | ADI | Analog Devices Inc | 股票-科技 | 3.05% | -1.59% | -1.28% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | -0.13% | -2.50% | |
| 10 | SGI | Somnigroup International Inc | 股票-周期性消费 | 2.49% | -0.06% | -2.23% | |
| 11 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 2.41% | -0.01% | -1.00% | |
| 12 | MC | Moelis & Co - Class A | 股票-金融 | 2.36% | +0.06% | -1.95% | |
| 13 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 2.31% | +0.13% | -1.43% | |
| 14 | THO | Thor Industries Inc | 股票-周期性消费 | 2.24% | -0.33% | -0.63% | |
| 15 | NVR | Nvr Inc | 股票-周期性消费 | 2.10% | -0.06% | -1.95% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.66% | +0.13% | -0.99% | |
| 17 | ABG | Asbury Automotive Group | 股票-周期性消费 | 1.63% | -0.07% | — | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.58% | +0.35% | +1057.24% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 1.48% | +1.47% | -2.00% | |
| 20 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.47% | — | -30.86% | |
| 21 | AWI | Armstrong World Industries | 股票-工业 | 1.41% | +0.26% | -27.18% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.31% | +0.04% | +0.63% | |
| 23 | MKL | Markel Group Inc | 股票-金融 | 1.24% | -0.15% | -2.05% | |
| 24 | WSC | Willscot Holdings CORP | 股票-工业 | 1.22% | — | — | |
| 25 | BN | Brookfield CORP | 股票-金融 | 1.22% | -0.12% | -2.02% | |
| 26 | AON | Aon plc | 股票-金融 | 1.17% | -0.34% | -2.05% | |
| 27 | CCOI | Cogent Communications Holdin | 股票-其他 | 1.12% | -0.15% | +48.72% | |
| 28 | AMT | American Tower CORP | 股票-房地产 | 1.11% | -0.08% | -1.67% | |
| 29 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.04% | -0.13% | -1.64% | |
| 30 | ASTS | Ast Spacemobile Inc | 股票-科技 | 0.88% | -0.20% | -1.87% | |
| 31 | BLKCHF | Blackrock Inc | 股票-其他 | 0.84% | — | -0.51% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | +0.22% | +0.52% | |
| 33 | KMX | Carmax Inc | 股票-周期性消费 | 0.83% | +0.04% | -61.31% | |
| 34 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.82% | -1.60% | -1.03% | |
| 35 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.81% | -0.17% | -2.24% | |
| 36 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.74% | — | +0.03% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.18% | +2.49% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.71% | +0.09% | -0.43% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | -0.05% | -1.19% | |
| 40 | NSC | Norfolk Southern CORP | 股票-工业 | 0.67% | — | -0.55% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.67% | +0.06% | +41.77% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.64% | — | +0.67% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | -0.02% | -3.98% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.26% | -3.86% | |
| 45 | CDW | Cdw Corp/de | 股票-科技 | 0.62% | +0.01% | -1.39% | |
| 46 | UL | Unilever PLC | 股票-非周期性消费 | 0.61% | — | -1.29% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.60% | -0.05% | +2.33% | |
| 48 | NU | Nu Holdings Ltd. | 股票-金融 | 0.59% | -0.58% | EXIT | |
| 49 | L | Loews CORP | 股票-金融 | 0.59% | +0.01% | -2.20% | |
| 50 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.58% | -0.11% | -0.75% |
根据 SEC 官方 Form 13F 申报备案，Salvus Wealth Management, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$1.8亿，共申报了 110 个公开持股仓位。
在 Q2 2024 季度，Salvus Wealth Management, LLC 按市值排列的前三大核心持股分别为：GOOG (5.1%)、BRK-B (5.0%)、PGR (4.3%)。其中最大持股仓位 GOOG 占据整体投资组合约 5.1% 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。
在 Q2 2024 季度中，Salvus Wealth Management, 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。