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: 0001803397
申报总市值
US$3.0亿
US$3.0亿
110 檔
25.5%
Q3 2024 季度申报显示，Sculati Wealth Management, LLC 披露的美股组合总市值为 US$3.0亿，涵盖 110 个不同之权益投资仓位。
Sculati Wealth Management, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 15 档持股的同时，亦同步清仓 2 档并减仓 26 档标的。
在资产配置集中度方面，Sculati Wealth Management, LLC 的前 5 大核心持股（包含 BRK-B, VV, AAPL 等）合计占整体申报市值的 25.5%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
BINC
市值: US$128.3万
本季最大获利了结 / 清仓标的
SCHH
前期市值: US$38.4万
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.21% | -0.72% | -1.00% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.81% | +0.01% | +21.15% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.55% | +0.83% | -1.89% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-其他 | 4.32% | -0.06% | +2.02% | |
| 5 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 3.55% | +0.01% | +34.32% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.12% | -3.61% | |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 3.12% | -0.05% | +11.20% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 3.05% | -0.01% | +43.95% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.78% | +0.20% | -0.91% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.95% | +0.04% | -2.09% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.95% | -0.31% | -1.88% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 1.75% | -0.01% | -6.45% | |
| 13 | TPC | Tutor Perini CORP | 股票-其他 | 1.68% | -0.22% | -12.10% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | — | -1.39% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.60% | +0.27% | -0.37% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.59% | +0.29% | -1.02% | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.51% | -0.23% | +0.16% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.41% | +0.30% | -1.52% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 1.29% | -0.04% | -0.17% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.28% | -0.18% | -0.27% | |
| 21 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 1.25% | — | +15.34% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.18% | -0.25% | +2.15% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.15% | -0.01% | +19.53% | |
| 24 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.12% | -0.09% | +0.01% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.12% | -0.13% | +0.11% | |
| 26 | RACE | Ferrari N.V. | 股票-周期性消费 | 1.11% | +0.01% | +0.03% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.09% | -0.03% | -1.35% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | -0.10% | -2.43% | |
| 29 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.92% | — | -0.96% | |
| 30 | UNM | Unum Group | 股票-金融 | 0.92% | +0.09% | +2.09% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工业 | 0.91% | +0.05% | -1.16% | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.91% | -0.35% | -4.75% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.91% | +0.03% | -53.03% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | +0.05% | -0.66% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | -0.02% | — | |
| 36 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.84% | -0.01% | -24.93% | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.83% | — | -0.90% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.82% | -0.04% | +2.35% | |
| 39 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.80% | -0.13% | -1.26% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.80% | -0.02% | +4.38% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | +0.11% | -0.08% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.72% | -0.05% | -1.81% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.71% | -0.18% | -3.76% | |
| 44 | DAL | Delta Air Lines Inc | 股票-工业 | 0.68% | +0.12% | -11.89% | |
| 45 | DTE | Dte Energy Company | 股票-公用事业 | 0.63% | -0.12% | -7.43% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.59% | — | -51.03% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.58% | -0.01% | -1.30% | |
| 48 | SO | Southern Co/the | 股票-公用事业 | 0.57% | -0.12% | -2.77% | |
| 49 | RWT | Redwood Trust Inc | 股票-其他 | 0.53% | -0.09% | -4.10% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.52% | -0.07% | +21.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +1.3% | +21.15% | 加仓 |
| 2 | XMLV | Invesco S&p Midcap Low Volat | +1% | +43.95% | 加仓 |
| 3 | XSLV | Invesco S&p Smallcap Low Vol | +1% | +34.32% | 加仓 |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | +0.5% | NEW | 新建仓 |
| 5 | SCUS | Schwab Ultra-short Inc ETF | +0.5% | NEW | 新建仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -1.00% | 减仓 |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.4% | +11.20% | 加仓 |
| 8 | ETN | Eaton Corporation plc | +0.3% | NEW | 新建仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | +251.75% | 加仓 |
| 10 | PH | Parker Hannifin CORP | +0.2% | NEW | 新建仓 |
| 11 | LOW | Lowe's Cos Inc | +0.2% | +0.16% | 加仓 |
| 12 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | +15.34% | 加仓 |
| 13 | ORCL | Oracle CORP | +0.2% | -1.88% | 减仓 |
| 14 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +19.53% | 加仓 |
| 15 | LLY | Eli Lilly & Co | +0.2% | +71.81% | 加仓 |
| 16 | DUK | Duke Energy CORP | +0.2% | NEW | 新建仓 |
| 17 | BX | Blackstone Inc | +0.1% | -6.45% | 减仓 |
| 18 | MDT | Medtronic plc | +0.1% | +21.52% | 加仓 |
| 19 | NKE | Nike Inc -cl B | +0.1% | +19.03% | 加仓 |
| 20 | EG | Everest Group, Ltd. | +0.1% | NEW | 新建仓 |
| 21 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | 新建仓 |
| 22 | UNM | Unum Group | +0.1% | +2.09% | 加仓 |
| 23 | NOW | Servicenow Inc | +0.1% | -0.17% | 减仓 |
| 24 | RACE | Ferrari N.V. | +0.1% | +0.03% | 加仓 |
| 25 | OHI | Omega Healthcare Investors | +0.1% | -0.96% | 减仓 |
| 26 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +29.66% | 加仓 |
| 27 | AAPL | Apple Inc | +0.1% | -1.89% | 减仓 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | -2.09% | 减仓 |
| 29 | TPC | Tutor Perini CORP | 0% | -12.10% | 减仓 |
| 30 | GS | Goldman Sachs Group Inc | 0% | -0.37% | 减仓 |
| 31 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | EXIT | 清仓 |
| 32 | TGNA | Tegna Inc | -0.1% | -42.33% | 减仓 |
| 33 | SCHH | Schwab US Reit ETF | -0.2% | EXIT | 清仓 |
| 34 | LULU | Lululemon Athletica Inc | -0.2% | -1.26% | 减仓 |
| 35 | SWKS | Skyworks Solutions Inc | -0.2% | -52.48% | 减仓 |
| 36 | AKAM | Akamai Technologies Inc | -0.2% | -39.34% | 减仓 |
| 37 | BA | Boeing Co/the | -0.2% | -1.30% | 减仓 |
| 38 | IHDG | Wisdomtree International Hed | -0.2% | +2.02% | 加仓 |
| 39 | IBB | Ishares Biotechnology ETF | -0.2% | -36.12% | 减仓 |
| 40 | SCHW | Schwab (charles) CORP | -0.3% | -1.35% | 减仓 |
| 41 | PFE | Pfizer Inc | -0.3% | -42.77% | 减仓 |
| 42 | GOOG | Alphabet Inc-cl C | -0.3% | -1.02% | 减仓 |
| 43 | INTC | Intel CORP | -0.3% | -26.79% | 减仓 |
| 44 | AMZN | Amazon.com Inc | -0.3% | -0.91% | 减仓 |
| 45 | MRK | Merck & Co. Inc. | -0.5% | -24.93% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.5% | -3.61% | 减仓 |
| 47 | SCHV | Schwab US Large-cap Value | -0.6% | -60.03% | 减仓 |
| 48 | SCHM | Schwab US Mid Cap ETF | -0.6% | -51.03% | 减仓 |
| 49 | SCHA | Schwab US Small-cap ETF | -0.6% | -54.76% | 减仓 |
| 50 | SCHG | Schwab US Large-cap Growth | -1.1% | -53.03% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Sculati Wealth Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.0亿，共申报了 110 个公开持股仓位。
在 Q3 2024 季度，Sculati Wealth Management, LLC 按市值排列的前三大核心持股分别为：BRK-B (9.2%)、VV (7.8%)、AAPL (5.5%)。其中最大持股仓位 BRK-B 占据整体投资组合约 9.2% 的权重。
在 Q3 2024 季度中，Sculati Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 15 个仓位、减仓 26 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BINC。 本季清仓仓位包含 SCHH。
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。
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。
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。