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: 0001816444
申报总市值
US$3.8亿
US$3.8亿
83 檔
36.1%
在 Q3 2024 申报期间，Sara-Bay Financial（CIK: 0001816444）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.8亿，共持有 83 个公开申报仓位。
在 Q3 2024，Sara-Bay Financial 展现出较为审慎的避险与获利了结姿态。本季共减仓 24 个仓位并完全清仓 11 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，Sara-Bay Financial 的前 5 大核心持股（包含 HLIO, NVDA, LEU 等）合计占整体申报市值的 36.1%，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 | HLIO | Helios Technologies Inc | 股票-其他 | 19.11% | +4.24% | -0.11% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 17.93% | -0.89% | -0.98% | |
| 3 | LEU | Centrus Energy Corp-class A | 股票-能源 | 7.40% | -1.59% | -3.04% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.61% | -2.95% | -5.73% | |
| 5 | INTU | Intuit Inc | 股票-科技 | 4.84% | — | -2.82% | |
| 6 | ✓ | 股票-其他 | 4.48% | — | -4.87% | ||
| 7 | IOT | Samsara Inc-cl A | 股票-科技 | 4.00% | — | — | |
| 8 | GLOB | Globant S.A. | 股票-科技 | 3.49% | +0.10% | NEW | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.34% | -0.06% | +1027.76% | |
| 10 | RXST | Rxsight Inc | 股票-其他 | 2.22% | — | +0.77% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.96% | -0.03% | -6.06% | |
| 12 | ✓ | 股票-其他 | 1.64% | — | -19.49% | ||
| 13 | ✓ | 股票-其他 | 1.39% | — | -2.70% | ||
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.09% | — | -2.96% | |
| 15 | EMR | Emerson Electric Co | 股票-工业 | 1.09% | -0.07% | +1.50% | |
| 16 | MARA | Mara Holdings Inc | 股票-金融 | 0.78% | +0.24% | +2.29% | |
| 17 | EPAM | Epam Systems Inc | 股票-科技 | 0.75% | — | -35.69% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 0.61% | -0.06% | -37.83% | |
| 19 | CMI | Cummins Inc | 股票-工业 | 0.59% | +0.13% | — | |
| 20 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.58% | -0.09% | -8.81% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.03% | +914.92% | |
| 22 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.53% | +0.47% | -4.53% | |
| 23 | JBL | Jabil Inc | 股票-科技 | 0.51% | +0.19% | -21.32% | |
| 24 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 0.47% | +0.03% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.47% | +0.01% | -24.41% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.46% | -0.04% | +3.95% | |
| 27 | ✓ | 股票-其他 | 0.44% | — | +33.53% | ||
| 28 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.42% | -0.04% | -0.56% | |
| 29 | CCI | Crown Castle Inc | 股票-房地产 | 0.41% | — | -7.86% | |
| 30 | ALLY | Ally Financial Inc | 股票-金融 | 0.39% | — | +10.13% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.38% | -0.13% | -13.24% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.38% | +0.47% | NEW | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.36% | -0.08% | -0.07% | |
| 34 | PAYX | Paychex Inc | 股票-科技 | 0.36% | -0.02% | +7.27% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.35% | -0.07% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.34% | — | -23.26% | |
| 37 | FAST | Fastenal Co | 股票-工业 | 0.34% | -0.03% | -3.02% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.34% | +1.34% | -6.82% | |
| 39 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.31% | — | — | |
| 40 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.30% | — | -9.72% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | -0.06% | -9.74% | |
| 42 | NDSN | Nordson CORP | 股票-工业 | 0.28% | -0.01% | — | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | -0.02% | +0.06% | |
| 44 | WELL | Welltower Inc | 股票-房地产 | 0.28% | — | -10.90% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.26% | -0.01% | +2.87% | |
| 46 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.26% | — | -32.53% | |
| 47 | MET | Metlife Inc | 股票-金融 | 0.26% | +0.03% | -4.62% | |
| 48 | PSA | Public Storage | 股票-房地产 | 0.26% | — | -2.09% | |
| 49 | MCK | Mckesson CORP | 股票-医疗保健 | 0.26% | -0.07% | — | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | -0.02% | +0.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IOT | Samsara Inc-cl A | +4% | NEW | 新建仓 |
| 2 | AMZN | Amazon.com Inc | +3% | +1027.76% | 加仓 |
| 3 | LEU | Centrus Energy Corp-class A | +1.6% | -3.04% | 减仓 |
| 4 | CMI | Cummins Inc | +0.6% | NEW | 新建仓 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -5.73% | 减仓 |
| 6 | ICLR | ICON Public Limited Company | +0.5% | NEW | 新建仓 |
| 7 | U | Unity Software Inc | +0.4% | — | 减仓 |
| 8 | GLOB | Globant S.A. | +0.3% | -2.18% | 减仓 |
| 9 | ELV | Elevance Health Inc | +0.3% | NEW | 新建仓 |
| 10 | ✓ | Ftai Aviation LTD F | +0.2% | NEW | 新建仓 |
| 11 | BLKCHF | Blackrock Inc | +0.2% | — | 加仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建仓 |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | NEW | 新建仓 |
| 14 | ABBV | Abbvie Inc | +0.1% | -2.96% | 减仓 |
| 15 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | 新建仓 |
| 16 | AAPL | Apple Inc | +0.1% | -6.06% | 减仓 |
| 17 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | NEW | 新建仓 |
| 18 | LOW | Lowe's Cos Inc | +0.1% | -0.56% | 减仓 |
| 19 | PAYX | Paychex Inc | +0.1% | +7.27% | 加仓 |
| 20 | WMT | Walmart Inc | +0.1% | — | 不变 |
| 21 | PEG | Public Service Enterprise Gp | +0.1% | -8.81% | 减仓 |
| 22 | BAC | Bank Of America CORP | -0.1% | -23.17% | 减仓 |
| 23 | CVX | Chevron CORP | -0.1% | -23.17% | 减仓 |
| 24 | MPC | Marathon Petroleum CORP | -0.1% | -13.76% | 减仓 |
| 25 | KR | Kroger Co | -0.1% | EXIT | 清仓 |
| 26 | JBL | Jabil Inc | -0.1% | -21.32% | 减仓 |
| 27 | NEE | Nextera Energy Inc | -0.1% | -38.54% | 减仓 |
| 28 | WY | Weyerhaeuser Co | -0.1% | EXIT | 清仓 |
| 29 | DELL | Dell Technologies -c | -0.1% | EXIT | 清仓 |
| 30 | MCD | Mcdonald's CORP | -0.1% | EXIT | 清仓 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -32.53% | 减仓 |
| 32 | PYPL | Paypal Holdings Inc | -0.1% | EXIT | 清仓 |
| 33 | QCOM | Qualcomm Inc | -0.1% | EXIT | 清仓 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -50.76% | 减仓 |
| 35 | EW | Edwards Lifesciences CORP | -0.1% | -19.32% | 减仓 |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | -24.41% | 减仓 |
| 37 | ITOT | Ishares Core S&p Total U.s. | -0.1% | EXIT | 清仓 |
| 38 | MARA | Mara Holdings Inc | -0.1% | +2.29% | 加仓 |
| 39 | NVDA | Nvidia CORP | -0.2% | -0.98% | 减仓 |
| 40 | HD | Home Depot Inc | -0.2% | -37.83% | 减仓 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | EXIT | 清仓 |
| 42 | RY | Royal Bank Of Canada | -0.2% | EXIT | 清仓 |
| 43 | SMCIUSD | Super Micro Computer Inc | -0.3% | -27.30% | 减仓 |
| 44 | INTU | Intuit Inc | -0.3% | -2.82% | 减仓 |
| 45 | EPAM | Epam Systems Inc | -0.3% | -35.69% | 减仓 |
| 46 | USFR | Wisdomtree Floating Rate Tre | -0.4% | — | 减仓 |
| 47 | RXST | Rxsight Inc | -0.4% | +0.77% | 加仓 |
| 48 | P | Everpure Inc-a | -1.4% | — | 减仓 |
| 49 | DIS | Walt Disney Co/the | -2% | EXIT | 清仓 |
| 50 | JPM | Jpmorgan Chase & Co | -5.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sara-Bay Financial 在 Q3 2024 季度的美股持仓总市值约为 US$3.8亿，共申报了 83 个公开持股仓位。
在 Q3 2024 季度，Sara-Bay Financial 按市值排列的前三大核心持股分别为：HLIO (19.1%)、NVDA (17.9%)、LEU (7.4%)。其中最大持股仓位 HLIO 占据整体投资组合约 19.1% 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。
本季最大新建仓标的
IOT
市值: US$968.0万
本季最大获利了结 / 清仓标的
JPM
前期市值: US$1411.8万
在 Q3 2024 季度中，Sara-Bay Financial 共进行了 49 项持仓异动，包含新建仓 9 个仓位、加仓 5 个仓位、减仓 24 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 IOT。 本季清仓仓位包含 JPM。
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。
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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。