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: 0001600636
申报总市值
US$3.5亿
US$3.5亿
72 檔
43.4%
Q4 2024 季度申报显示，Select Asset Management & Trust 披露的美股组合总市值为 US$3.5亿，涵盖 72 个不同之权益投资仓位。
Select Asset Management & Trust 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 9 档持股的同时，亦同步清仓 5 档并减仓 11 档标的。
在资产配置集中度方面，Select Asset Management & Trust 的前 5 大核心持股（包含 SPY, DIA, VIG 等）合计占整体申报市值的 43.4%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 25.02% | -0.06% | -2.42% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 9.72% | +0.16% | -28.00% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 9.13% | -0.13% | +6.64% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 7.82% | +0.16% | -19.19% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.68% | -0.16% | EXIT | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.56% | +0.35% | +7.14% | |
| 7 | EME | Emcor Group Inc | 股票-工业 | 4.36% | -0.41% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.43% | — | -34.56% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 3.31% | +0.08% | +77.50% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.07% | -0.04% | -18.76% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.74% | -2.18% | EXIT | |
| 12 | CSL | Carlisle Cos Inc | 股票-工业 | 1.65% | +0.01% | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | +0.19% | +19.98% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.56% | — | -0.90% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.12% | -0.19% | -48.73% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | +0.01% | +8.05% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | +0.21% | — | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 0.86% | +0.07% | NEW | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.80% | +0.02% | — | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.72% | — | — | |
| 21 | UTZ | Utz Brands Inc | 股票-其他 | 0.72% | -0.03% | — | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.03% | +153.17% | |
| 23 | PFE | Pfizer Inc | 股票-医疗保健 | 0.54% | -0.13% | +8.54% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.53% | +0.01% | -0.24% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.05% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.50% | +0.15% | -2.44% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.41% | +0.03% | — | |
| 28 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.39% | -0.14% | — | |
| 29 | BBT | Beacon Financial CORP | 股票-其他 | 0.36% | -0.01% | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | -0.02% | -6.68% | |
| 31 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.29% | -0.07% | +252.24% | |
| 32 | EHC | Encompass Health CORP | 股票-医疗保健 | 0.26% | — | — | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.26% | -0.08% | — | |
| 34 | BX | Blackstone Inc | 股票-金融 | 0.23% | -0.01% | -1.10% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.23% | -0.03% | — | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.22% | -0.02% | -45.94% | |
| 37 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.20% | -0.03% | — | |
| 38 | NEM | Newmont CORP | 股票-原材料 | 0.20% | — | — | |
| 39 | PAYC | Paycom Software Inc | 股票-科技 | 0.20% | — | — | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | -0.01% | +164.79% | |
| 41 | CNC | Centene CORP | 股票-医疗保健 | 0.19% | — | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.19% | — | — | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.18% | — | -0.58% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.17% | — | — | |
| 45 | SHEL | Shell Plc-adr | 股票-能源 | 0.17% | -0.05% | — | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.17% | -0.02% | — | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.15% | — | — | |
| 48 | INTU | Intuit Inc | 股票-科技 | 0.15% | -0.08% | EXIT | |
| 49 | NFLX | Netflix Inc | 股票-通信服务 | 0.14% | -0.06% | -2.81% | |
| 50 | ✓ | CIE Financiere Richemon | 股票-其他 | 0.14% | +0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.7% | +77.50% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | -2.42% | 减仓 |
| 3 | XOM | Exxon Mobil CORP | +1.2% | +208.88% | 加仓 |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.9% | +6.64% | 加仓 |
| 5 | EME | Emcor Group Inc | +0.4% | — | 不变 |
| 6 | ABBV | Abbvie Inc | +0.4% | NEW | 新建仓 |
| 7 | MGV | Vanguard Mega Cap Value ETF | +0.4% | +7.14% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.4% | +153.17% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.3% | +19.98% | 加仓 |
| 10 | ABT | Abbott Laboratories | +0.2% | NEW | 新建仓 |
| 11 | HSY | Hershey Co/the | +0.2% | +252.24% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | — | 不变 |
| 13 | HD | Home Depot Inc | +0.2% | NEW | 新建仓 |
| 14 | AMZN | Amazon.com Inc | +0.2% | — | 不变 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +164.79% | 加仓 |
| 16 | APD | Air Products & Chemicals Inc | +0.1% | NEW | 新建仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.05% | 加仓 |
| 18 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建仓 |
| 19 | HON | Honeywell International Inc | +0.1% | NEW | 新建仓 |
| 20 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -3.30% | 减仓 |
| 21 | SHOP | Shopify Inc - Class A | +0.1% | NEW | 新建仓 |
| 22 | BITB | Bitwise Bitcoin ETF | +0.1% | NEW | 新建仓 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不变 |
| 24 | PNC | Pnc Financial Services Group | +0.1% | — | 不变 |
| 25 | PAYC | Paycom Software Inc | +0.1% | — | 不变 |
| 26 | NFLX | Netflix Inc | 0% | -2.81% | 减仓 |
| 27 | BX | Blackstone Inc | 0% | -1.10% | 减仓 |
| 28 | ✓ | 0% | — | 不变 | |
| 29 | ✓ | Heineken Holding ORD EUR1.6 | 0% | — | 不变 |
| 30 | NSRGY | Nestle Sa-spons Adr | 0% | — | 不变 |
| 31 | EEM | Ishares Msci Emerging Market | 0% | — | 不变 |
| 32 | CNC | Centene CORP | 0% | — | 不变 |
| 33 | LMT | Lockheed Martin CORP | 0% | — | 不变 |
| 34 | UTZ | Utz Brands Inc | -0.1% | — | 不变 |
| 35 | GDX | Vaneck Gold Miners ETF | -0.1% | — | 不变 |
| 36 | HCA | Hca Healthcare Inc | -0.1% | — | 不变 |
| 37 | NEM | Newmont CORP | -0.1% | — | 不变 |
| 38 | ✓ | -0.1% | EXIT | 清仓 | |
| 39 | SCHD | Schwab US Dvd Equity ETF | -0.1% | EXIT | 清仓 |
| 40 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | -0.90% | 减仓 |
| 41 | UGI | Ugi CORP | -0.1% | EXIT | 清仓 |
| 42 | CRM | Salesforce Inc | -0.1% | EXIT | 清仓 |
| 43 | MA | Mastercard Inc - A | -0.1% | -45.94% | 减仓 |
| 44 | SH1USD | Proshares Short S&p500 | -0.2% | EXIT | 清仓 |
| 45 | CSL | Carlisle Cos Inc | -0.3% | — | 不变 |
| 46 | EFA | Ishares Msci Eafe ETF | -0.9% | -18.76% | 减仓 |
| 47 | OEF | Ishares S&p 100 ETF | -1% | -19.19% | 减仓 |
| 48 | MCD | Mcdonald's CORP | -1.1% | -48.73% | 减仓 |
| 49 | IJR | Ishares Core S&p Small-cap E | -1.6% | -34.56% | 减仓 |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | -3% | -28.00% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Select Asset Management & Trust 在 Q4 2024 季度的美股持仓总市值约为 US$3.5亿，共申报了 72 个公开持股仓位。
在 Q4 2024 季度，Select Asset Management & Trust 按市值排列的前三大核心持股分别为：SPY (25.0%)、DIA (9.7%)、VIG (9.1%)。其中最大持股仓位 SPY 占据整体投资组合约 25.0% 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
ABBV
市值: US$106.6万
本季最大获利了结 / 清仓标的
SH1USD
前期市值: US$54.3万
在 Q4 2024 季度中，Select Asset Management & Trust 共进行了 33 项持仓异动，包含新建仓 8 个仓位、加仓 9 个仓位、减仓 11 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ABBV。 本季清仓仓位包含 SH1USD。
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。