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: 0001728121
申报总市值
US$9.0亿
US$9.0亿
655 檔
25.4%
截至 Q4 2024 季度末，SeaCrest Wealth Management, LLC 的美股持仓估值约为 US$9.0亿，全数申报仓位共有 655 档。
SeaCrest Wealth Management, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 16 档持股的同时，亦同步清仓 5 档并减仓 20 档标的。
在资产配置集中度方面，SeaCrest Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, NVDA, GOOGL 等）合计占整体申报市值的 25.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 655 只）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 9.29% | +0.84% | +0.19% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.49% | +0.44% | -4.91% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.69% | +1.35% | +1.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.23% | -2.54% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.42% | +0.64% | -2.53% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.31% | +0.06% | -0.10% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.02% | +0.21% | -1.83% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.56% | +0.19% | +3.42% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.49% | -0.93% | +308.09% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.39% | -0.17% | +8.54% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.14% | +0.95% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.34% | +0.44% | -0.68% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.11% | +0.10% | -17.34% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.03% | -1.41% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | +0.07% | +0.64% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.99% | -0.18% | +0.52% | |
| 17 | TSLA | Tesla Inc | 股票-周期性消费 | 0.91% | +0.21% | +16.85% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.79% | +0.05% | +5.26% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.76% | -0.11% | +18.08% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.12% | -1.70% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.63% | -0.16% | +19.47% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.17% | -0.26% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.60% | +0.13% | +200.87% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.58% | -0.10% | +8.81% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.50% | -0.26% | +99.37% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | +0.12% | +10.31% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.49% | +0.26% | +4.03% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.48% | +0.08% | +188.90% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | -0.04% | +4.36% | |
| 30 | AMGN | Amgen Inc | 股票-医疗保健 | 0.45% | +0.01% | -15.92% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | +0.15% | -2.35% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.42% | -0.16% | -0.47% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.42% | -0.05% | +2.41% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.14% | -9.11% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | -0.03% | +1.51% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.38% | -0.07% | -8.49% | |
| 37 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.38% | -0.19% | +11.32% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.37% | -11.43% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.37% | +0.11% | +0.31% | |
| 40 | NFLX | Netflix Inc | 股票-通信服务 | 0.36% | -0.21% | +0.50% | |
| 41 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.36% | -0.13% | -9.32% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.35% | -0.02% | +0.21% | |
| 43 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.35% | -0.43% | EXIT | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.35% | +0.09% | +91.22% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.34% | +0.01% | +202.27% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | +0.03% | -7.79% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.33% | +0.03% | +20.20% | |
| 48 | WM | Waste Management Inc | 股票-工业 | 0.33% | -0.07% | +0.20% | |
| 49 | NOW | Servicenow Inc | 股票-科技 | 0.32% | -0.02% | -7.83% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.30% | -0.04% | +1.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +0.19% | 加仓 |
| 2 | AVGO | Broadcom Inc | +0.5% | -1.83% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.07% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.4% | +16.85% | 加仓 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | +99.37% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.3% | -0.10% | 减仓 |
| 7 | LRCX | Lam Research CORP | +0.3% | NEW | 新建仓 |
| 8 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -2.53% | 减仓 |
| 10 | WMT | Walmart Inc | +0.2% | +19.47% | 加仓 |
| 11 | USMC | Principal US Mega-cap ETF | +0.2% | NEW | 新建仓 |
| 12 | NVDA | Nvidia CORP | +0.1% | -4.91% | 减仓 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -1.41% | 减仓 |
| 14 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +101.61% | 加仓 |
| 15 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | +287.87% | 加仓 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +8.54% | 加仓 |
| 17 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 18 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +63.00% | 加仓 |
| 19 | CLS | Celestica Inc | +0.1% | NEW | 新建仓 |
| 20 | SOUN | Soundhound Ai Inc-a | +0.1% | NEW | 新建仓 |
| 21 | SCHG | Schwab US Large-cap Growth | +0.1% | +308.09% | 加仓 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.42% | 加仓 |
| 23 | VRT | Vertiv Holdings Co-a | +0.1% | +35.38% | 加仓 |
| 24 | APP | Applovin Corp-class A | +0.1% | NEW | 新建仓 |
| 25 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +18.08% | 加仓 |
| 26 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +14.74% | 加仓 |
| 27 | CRM | Salesforce Inc | +0.1% | +2.41% | 加仓 |
| 28 | RKLB | Rocket Lab Corporation | +0.1% | NEW | 新建仓 |
| 29 | PSP | Invesco Global Listed Privat | +0.1% | NEW | 新建仓 |
| 30 | ETN | Eaton Corporation plc | +0.1% | +39.28% | 加仓 |
| 31 | BP | Bp Plc-spons Adr | -0.1% | -72.20% | 减仓 |
| 32 | COPP | Sprott Copper Miners ETF | -0.1% | EXIT | 清仓 |
| 33 | UBER | Uber Technologies Inc | -0.1% | -1.05% | 减仓 |
| 34 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清仓 |
| 35 | NTAP | Netapp Inc | -0.1% | EXIT | 清仓 |
| 36 | NAT | Nordic American Tankers Limited | -0.1% | -15.54% | 减仓 |
| 37 | ABBV | Abbvie Inc | -0.1% | -8.49% | 减仓 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -9.11% | 减仓 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -9.32% | 减仓 |
| 40 | IBM | Intl Business Machines CORP | -0.1% | -24.41% | 减仓 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -34.05% | 减仓 |
| 42 | AMAT | Applied Materials Inc | -0.1% | -27.44% | 减仓 |
| 43 | IBB | Ishares Biotechnology ETF | -0.1% | -68.34% | 减仓 |
| 44 | AMGN | Amgen Inc | -0.2% | -15.92% | 减仓 |
| 45 | AMD | Advanced Micro Devices | -0.2% | -11.43% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.2% | -2.54% | 减仓 |
| 47 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清仓 |
| 48 | LLY | Eli Lilly & Co | -0.3% | -0.68% | 减仓 |
| 49 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清仓 |
| 50 | KLAC | Kla CORP | -0.4% | -66.39% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，SeaCrest Wealth Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$9.0亿，共申报了 655 个公开持股仓位。
在 Q4 2024 季度，SeaCrest Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (9.3%)、NVDA (5.5%)、GOOGL (3.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.3% 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
LRCX
市值: US$257.5万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$289.0万
在 Q4 2024 季度中，SeaCrest Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 16 个仓位、减仓 20 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 LRCXEUR。
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。