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: 0001962838
申报总市值
US$3.0亿
US$3.0亿
79 檔
10.7%
Q1 2024 季度申报显示，Schear Investment Advisers, LLC 披露的美股组合总市值为 US$3.0亿，涵盖 79 个不同之权益投资仓位。
在 Q1 2024 期间，Schear Investment Advisers, 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，Schear Investment Advisers, LLC 的前 5 大核心持股（包含 NVDA, VOO, LLY 等）合计占整体申报市值的 10.7%，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 | NVDA | Nvidia CORP | 股票-科技 | 6.74% | -1.52% | -18.13% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.17% | -0.16% | -22.98% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.75% | +0.04% | -2.17% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.10% | -0.45% | -1.37% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.00% | -0.74% | +5.57% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.33% | -0.85% | +0.77% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.19% | -0.28% | +6.20% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.19% | -0.10% | +5.50% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 2.34% | +2.91% | +2.53% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.29% | -0.58% | +2.91% | |
| 11 | FANG | Diamondback Energy Inc | 股票-能源 | 2.21% | — | -28.97% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.08% | -0.54% | +25.87% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.07% | +0.79% | +47.84% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.81% | -0.19% | +8.85% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | -0.11% | +10.49% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.70% | -0.29% | +3.33% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.69% | +0.12% | +0.26% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.62% | +0.37% | +12.82% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.21% | +30.21% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 1.49% | — | +2.05% | |
| 21 | MRVL | Marvell Technology Inc | 股票-科技 | 1.46% | +0.47% | +5.36% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 1.33% | -0.10% | -0.28% | |
| 23 | LIN | Linde plc | 股票-原材料 | 1.30% | -0.15% | +39.94% | |
| 24 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.21% | -0.33% | +18.19% | |
| 25 | MLM | Martin Marietta Materials | 股票-原材料 | 1.12% | -0.18% | +37.83% | |
| 26 | COR | Cencora Inc | 股票-医疗保健 | 1.08% | -0.30% | +6.39% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.04% | — | +2.57% | |
| 28 | HON | Honeywell International Inc | 股票-工业 | 1.04% | -0.49% | EXIT | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.04% | -0.30% | +44.67% | |
| 30 | C | Citigroup Inc | 股票-金融 | 1.03% | -0.04% | — | |
| 31 | MSI | Motorola Solutions Inc | 股票-科技 | 1.02% | -0.23% | +16.26% | |
| 32 | AMGN | Amgen Inc | 股票-医疗保健 | 0.97% | -0.21% | +2.42% | |
| 33 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.96% | +0.07% | NEW | |
| 34 | PNC | Pnc Financial Services Group | 股票-金融 | 0.95% | -0.10% | +2.91% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.95% | -0.08% | -1.25% | |
| 36 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.90% | -0.57% | +13.95% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.89% | -0.19% | — | |
| 38 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.88% | — | +51.98% | |
| 39 | SYK | Stryker CORP | 股票-医疗保健 | 0.86% | -0.15% | +1.45% | |
| 40 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.86% | — | — | |
| 41 | DAL | Delta Air Lines Inc | 股票-工业 | 0.85% | +0.15% | -5.66% | |
| 42 | CLX | Clorox Company | 股票-非周期性消费 | 0.84% | — | — | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.82% | +0.65% | — | |
| 44 | PSX | Phillips 66 | 股票-能源 | 0.81% | -0.01% | +25.53% | |
| 45 | URI | United Rentals Inc | 股票-工业 | 0.79% | +0.09% | — | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | -0.05% | -35.83% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.77% | — | -30.49% | |
| 48 | ✓ | 股票-其他 | 0.76% | — | — | ||
| 49 | INTU | Intuit Inc | 股票-科技 | 0.76% | — | — | |
| 50 | CTRA | Coterra Energy Inc | 股票-能源 | 0.74% | -0.81% | EXIT |
根据 SEC 官方 Form 13F 申报备案，Schear Investment Advisers, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$3.0亿，共申报了 79 个公开持股仓位。
在 Q1 2024 季度，Schear Investment Advisers, LLC 按市值排列的前三大核心持股分别为：NVDA (6.7%)、VOO (6.2%)、LLY (4.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.7% 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 Q1 2024 季度中，Schear Investment Advisers, 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。