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
107 檔
25.8%
在 Q4 2024 申报期间，Sculati Wealth Management, LLC（CIK: 0001803397）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$3.0亿，共持有 107 个公开申报仓位。
在 Q4 2024，Sculati Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 4 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，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 25.8%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.97% | -0.72% | -0.23% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 8.12% | +0.01% | +2.35% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.81% | +0.83% | -1.67% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-其他 | 4.16% | -0.06% | +2.14% | |
| 5 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 3.56% | +0.01% | +3.11% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | -0.12% | -2.22% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.23% | +0.20% | -0.51% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 3.16% | -0.01% | +4.85% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.85% | -0.05% | +2.56% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.98% | +0.04% | — | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.92% | -0.01% | -1.27% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.85% | -0.31% | -1.99% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | — | -1.87% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.81% | +0.27% | -1.29% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.79% | +0.29% | — | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.63% | +0.30% | -3.14% | |
| 17 | NOW | Servicenow Inc | 股票-科技 | 1.50% | -0.04% | -0.72% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.34% | -0.13% | -0.73% | |
| 19 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.33% | -0.23% | -2.23% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.31% | -0.18% | -0.61% | |
| 21 | TPC | Tutor Perini CORP | 股票-其他 | 1.25% | -0.22% | -15.47% | |
| 22 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 1.25% | — | +0.57% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.23% | -0.03% | -0.46% | |
| 24 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.17% | -0.01% | +0.41% | |
| 25 | UNM | Unum Group | 股票-金融 | 1.12% | +0.09% | +0.52% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.10% | -0.09% | -3.09% | |
| 27 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 1.10% | -0.13% | -2.46% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.25% | -6.50% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | +0.05% | -0.57% | |
| 30 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.99% | +0.01% | -0.56% | |
| 31 | ARCC | Ares Capital CORP | 股票-金融 | 0.97% | -0.35% | +2.28% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | -0.02% | +0.03% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.11% | — | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | -0.10% | -3.31% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | +0.03% | +260.59% | |
| 36 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.84% | -0.06% | +71.40% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工业 | 0.84% | +0.05% | -0.14% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.83% | -0.05% | +0.87% | |
| 39 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.82% | — | -2.66% | |
| 40 | DAL | Delta Air Lines Inc | 股票-工业 | 0.73% | +0.12% | -8.33% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.69% | -0.04% | -0.83% | |
| 42 | GD | General Dynamics CORP | 股票-工业 | 0.69% | -0.02% | -1.27% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.67% | -0.01% | -8.59% | |
| 44 | SCUS | Schwab Ultra-short Inc ETF | ETF-其他 | 0.67% | -0.02% | +32.75% | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.67% | -0.01% | +0.08% | |
| 46 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.65% | -0.18% | +3.43% | |
| 47 | DTE | Dte Energy Company | 股票-公用事业 | 0.59% | -0.12% | — | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | — | +193.87% | |
| 49 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.55% | — | -1.91% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.49% | +0.02% | +90.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | -0.51% | 减仓 |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | +71.40% | 加仓 |
| 3 | VV | Vanguard Large-cap ETF | +0.3% | +2.35% | 加仓 |
| 4 | LULU | Lululemon Athletica Inc | +0.3% | -2.46% | 减仓 |
| 5 | AAPL | Apple Inc | +0.3% | -1.67% | 减仓 |
| 6 | CRM | Salesforce Inc | +0.2% | -0.73% | 减仓 |
| 7 | MS | Morgan Stanley | +0.2% | -3.14% | 减仓 |
| 8 | NOW | Servicenow Inc | +0.2% | -0.72% | 减仓 |
| 9 | GS | Goldman Sachs Group Inc | +0.2% | -1.29% | 减仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | — | 不变 |
| 11 | UNM | Unum Group | +0.2% | +0.52% | 加仓 |
| 12 | SCHI | Schwab 5-10 Year Corporate B | +0.2% | NEW | 新建仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -1.87% | 减仓 |
| 14 | BX | Blackstone Inc | +0.2% | -1.27% | 减仓 |
| 15 | SCUS | Schwab Ultra-short Inc ETF | +0.2% | +32.75% | 加仓 |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | -0.46% | 减仓 |
| 17 | V | Visa Inc-class A Shares | +0.1% | -0.57% | 减仓 |
| 18 | XMLV | Invesco S&p Midcap Low Volat | +0.1% | +4.85% | 加仓 |
| 19 | DIS | Walt Disney Co/the | +0.1% | +0.87% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不变 |
| 21 | BA | Boeing Co/the | +0.1% | +0.08% | 加仓 |
| 22 | WFC | Wells Fargo & Co | +0.1% | NEW | 新建仓 |
| 23 | SFM | Sprouts Farmers Market Inc | +0.1% | NEW | 新建仓 |
| 24 | NVDA | Nvidia CORP | +0.1% | +8.57% | 加仓 |
| 25 | UPS | United Parcel Service-cl B | -0.1% | -0.14% | 减仓 |
| 26 | NKE | Nike Inc -cl B | -0.1% | +1.37% | 加仓 |
| 27 | MELI | Mercadolibre Inc | -0.1% | — | 不变 |
| 28 | SO | Southern Co/the | -0.1% | -5.69% | 减仓 |
| 29 | RWT | Redwood Trust Inc | -0.1% | -1.63% | 减仓 |
| 30 | AMAT | Applied Materials Inc | -0.1% | EXIT | 清仓 |
| 31 | ES | Eversource Energy | -0.1% | EXIT | 清仓 |
| 32 | PFE | Pfizer Inc | -0.1% | -17.69% | 减仓 |
| 33 | INTC | Intel CORP | -0.1% | -16.68% | 减仓 |
| 34 | OHI | Omega Healthcare Investors | -0.1% | -2.66% | 减仓 |
| 35 | ORCL | Oracle CORP | -0.1% | -1.99% | 减仓 |
| 36 | GD | General Dynamics CORP | -0.1% | -1.27% | 减仓 |
| 37 | CVX | Chevron CORP | -0.1% | -6.50% | 减仓 |
| 38 | BTI | British American Tob-sp Adr | -0.1% | EXIT | 清仓 |
| 39 | RACE | Ferrari N.V. | -0.1% | -0.56% | 减仓 |
| 40 | ADBE | Adobe Inc | -0.1% | -0.83% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -3.31% | 减仓 |
| 42 | IHDG | Wisdomtree International Hed | -0.2% | +2.14% | 加仓 |
| 43 | MRK | Merck & Co. Inc. | -0.2% | -8.59% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.2% | -2.22% | 减仓 |
| 45 | LOW | Lowe's Cos Inc | -0.2% | -2.23% | 减仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.23% | 减仓 |
| 47 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.3% | +2.56% | 加仓 |
| 48 | REGN | Regeneron Pharmaceuticals | -0.3% | -1.91% | 减仓 |
| 49 | TPC | Tutor Perini CORP | -0.4% | -15.47% | 减仓 |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | -0.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sculati Wealth Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.0亿，共申报了 107 个公开持股仓位。
在 Q4 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 (9.0%)、VV (8.1%)、AAPL (5.8%)。其中最大持股仓位 BRK-B 占据整体投资组合约 9.0% 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
SCHI
市值: US$49.0万
本季最大获利了结 / 清仓标的
BSCO
前期市值: US$114.7万
在 Q4 2024 季度中，Sculati Wealth Management, LLC 共进行了 47 项持仓异动，包含新建仓 3 个仓位、加仓 11 个仓位、减仓 29 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SCHI。 本季清仓仓位包含 BSCO。
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。