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: 0001719739
申报总市值
US$8.4亿
US$8.4亿
319 檔
36.7%
根据最新整理的 13F 季度数据集，Security National Bank 于 Q4 2024 结束时的管理资产规模为 US$8.4亿。该机构在本季度申报了 319 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Security National Bank 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 3 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，Security National Bank 的前 5 大核心持股（包含 IVV, NVDA, BRK-A 等）合计占整体申报市值的 36.7%，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 319 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 20.88% | +0.01% | -8.79% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.37% | -0.79% | -2.68% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.15% | -0.94% | +6.00% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.25% | -0.64% | -0.49% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.20% | -0.29% | -2.29% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.02% | — | -7.13% | |
| 7 | MUSA | Murphy USA Inc | 股票-周期性消费 | 3.60% | -0.22% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | -0.36% | -0.25% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.25% | -0.06% | -0.93% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.98% | +1.52% | +93.87% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | -0.01% | -0.85% | |
| 12 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.65% | -0.34% | -0.03% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.62% | -0.10% | +77.47% | |
| 14 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.58% | -0.27% | -1.32% | |
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 1.33% | -0.20% | +1.29% | |
| 16 | MTH | Meritage Homes CORP | 股票-周期性消费 | 1.30% | +0.13% | — | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.24% | — | -1.29% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | +0.01% | -3.45% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 1.20% | -0.01% | -3.13% | |
| 20 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.11% | -0.04% | -0.62% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | +0.14% | -0.38% | |
| 22 | HON | Honeywell International Inc | 股票-工业 | 1.01% | -0.07% | EXIT | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.01% | — | -3.98% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 0.98% | +0.59% | -1.24% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.97% | — | -1.97% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.93% | -0.19% | -0.94% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 0.87% | -0.01% | +0.66% | |
| 28 | MUR | Murphy Oil CORP | 股票-能源 | 0.86% | -0.42% | +0.65% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.82% | -0.01% | EXIT | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.74% | -0.01% | -0.16% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.72% | -0.02% | — | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.36% | -1.25% | |
| 33 | TRMB | Trimble Inc | 股票-科技 | 0.67% | -0.16% | +0.96% | |
| 34 | NOW | Servicenow Inc | 股票-科技 | 0.67% | -0.44% | +136.77% | |
| 35 | FANG | Diamondback Energy Inc | 股票-能源 | 0.66% | -0.06% | -14.61% | |
| 36 | SNPS | Synopsys Inc | 股票-科技 | 0.65% | +0.06% | -3.41% | |
| 37 | BR | Broadridge Financial Solutio | 股票-科技 | 0.64% | -0.39% | -2.34% | |
| 38 | SCCO | Southern Copper CORP | 股票-原材料 | 0.63% | -0.14% | +11.13% | |
| 39 | GRBK | Green Brick Partners Inc | 股票-其他 | 0.59% | +0.13% | -1.41% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | -0.05% | — | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.49% | -0.08% | +0.35% | |
| 42 | VMI | Valmont Industries | 股票-工业 | 0.47% | +0.38% | — | |
| 43 | NVT | nVent Electric plc | 股票-工业 | 0.47% | +0.04% | +0.01% | |
| 44 | GXO | Gxo Logistics Inc | 股票-工业 | 0.46% | -0.01% | EXIT | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | -0.04% | -1.15% | |
| 46 | KLAC | Kla CORP | 股票-科技 | 0.41% | +1.05% | +9.37% | |
| 47 | HUBB | Hubbell Inc | 股票-工业 | 0.41% | +0.05% | +0.88% | |
| 48 | DE | Deere & Co | 股票-工业 | 0.37% | +0.07% | -2.23% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.34% | -0.06% | — | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | -0.09% | -1.79% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -2.68% | 减仓 |
| 2 | JEPI | Jpmorgan Equity Premium Inco | +0.7% | +77.47% | 加仓 |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | +6.00% | 加仓 |
| 4 | NOW | Servicenow Inc | +0.4% | +136.77% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.93% | 减仓 |
| 6 | AAPL | Apple Inc | +0.4% | -2.29% | 减仓 |
| 7 | V | Visa Inc-class A Shares | +0.3% | -0.85% | 减仓 |
| 8 | MUSA | Murphy USA Inc | +0.2% | — | 不变 |
| 9 | AVGO | Broadcom Inc | +0.2% | -1.25% | 减仓 |
| 10 | VTS | Vitesse Energy Inc | +0.2% | +3068.73% | 加仓 |
| 11 | TE | T1 Energy Inc | +0.2% | — | 不变 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.38% | 减仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -3.45% | 减仓 |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | +93.87% | 加仓 |
| 15 | BX | Blackstone Inc | +0.2% | -3.13% | 减仓 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.49% | 减仓 |
| 17 | TRMB | Trimble Inc | +0.1% | +0.96% | 加仓 |
| 18 | HON | Honeywell International Inc | +0.1% | -2.08% | 减仓 |
| 19 | MSFT | Microsoft CORP | +0.1% | -0.25% | 减仓 |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新建仓 |
| 21 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | 0% | -0.03% | 减仓 |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | +49.12% | 加仓 |
| 23 | TE-WS | Freyr Battery Inc-27 | 0% | — | 不变 |
| 24 | ACN | Accenture plc | 0% | -4.72% | 减仓 |
| 25 | SNPS | Synopsys Inc | 0% | -3.41% | 减仓 |
| 26 | PEP | Pepsico Inc | 0% | +0.35% | 加仓 |
| 27 | KLAC | Kla CORP | 0% | +9.37% | 加仓 |
| 28 | JNJ | Johnson & Johnson | 0% | -1.79% | 减仓 |
| 29 | MUR | Murphy Oil CORP | 0% | +0.65% | 加仓 |
| 30 | TPL | Texas Pacific Land CORP | 0% | EXIT | 清仓 |
| 31 | SCCO | Southern Copper CORP | -0.1% | +11.13% | 加仓 |
| 32 | GXO | Gxo Logistics Inc | -0.1% | +0.55% | 加仓 |
| 33 | ADBE | Adobe Inc | -0.1% | +0.66% | 加仓 |
| 34 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -7.13% | 减仓 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -1.32% | 减仓 |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.1% | -0.16% | 减仓 |
| 37 | FANG | Diamondback Energy Inc | -0.1% | -14.61% | 减仓 |
| 38 | NEE | Nextera Energy Inc | -0.1% | -0.94% | 减仓 |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -1.29% | 减仓 |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -3.98% | 减仓 |
| 41 | ASML | ASML Holding N.V. | -0.2% | -1.24% | 减仓 |
| 42 | LMT | Lockheed Martin CORP | -0.2% | -1.97% | 减仓 |
| 43 | ZTS | Zoetis Inc | -0.2% | -0.62% | 减仓 |
| 44 | BHP | Bhp Group Ltd-spon Adr | -0.2% | -44.97% | 减仓 |
| 45 | GRBK | Green Brick Partners Inc | -0.3% | -1.41% | 减仓 |
| 46 | MTH | Meritage Homes CORP | -0.4% | — | 不变 |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.5% | -8.79% | 减仓 |
| 48 | CTRA | Coterra Energy Inc | -0.7% | -98.97% | 减仓 |
| 49 | BLKCHF | Blackrock Inc | -0.9% | EXIT | 清仓 |
| 50 | ROAD | Construction Partners Inc-a | -2.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Security National Bank 在 Q4 2024 季度的美股持仓总市值约为 US$8.4亿，共申报了 319 个公开持股仓位。
在 Q4 2024 季度，Security National Bank 按市值排列的前三大核心持股分别为：IVV (20.9%)、NVDA (9.4%)、BRK-A (5.2%)。其中最大持股仓位 IVV 占据整体投资组合约 20.9% 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
VEA
市值: US$33.4万
本季最大获利了结 / 清仓标的
ROAD
前期市值: US$1560.8万
在 Q4 2024 季度中，Security National Bank 共进行了 46 项持仓异动，包含新建仓 1 个仓位、加仓 13 个仓位、减仓 29 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 VEA。 本季清仓仓位包含 ROAD。
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。