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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001639375
申报总市值
US$10.0亿
US$10.0亿
161 檔
25.5%
根据最新整理的 13F 季度数据集，Sendero Wealth Management, LLC 于 Q4 2024 结束时的管理资产规模为 US$10.0亿。该机构在本季度申报了 161 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Sendero Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 24 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sendero Wealth Management, LLC 的前 5 大核心持股（包含 VTI, GNR, ITOT 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。
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 22.92% | +0.76% | +0.09% | |
| 2 | GNR | State Street Spdr S&p Global | ETF-其他 | 4.63% | — | -10.12% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.05% | +0.15% | -11.01% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.53% | +0.18% | +2.40% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.98% | -0.38% | +2.39% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | +0.05% | +3.65% | |
| 7 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 2.76% | +0.08% | +39.13% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | -0.95% | +5.02% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.10% | -0.01% | +2.38% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.09% | +0.11% | -12.65% | |
| 11 | ANET | Arista Networks Inc | 股票-科技 | 1.86% | +0.32% | — | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.84% | — | +2.42% | |
| 13 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.46% | +0.04% | -0.41% | |
| 14 | PAYC | Paycom Software Inc | 股票-科技 | 1.35% | +0.08% | -5.06% | |
| 15 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.32% | — | +25.38% | |
| 16 | DE | Deere & Co | 股票-工业 | 1.30% | -0.26% | +4.51% | |
| 17 | COF | Capital One Financial CORP | 股票-金融 | 1.24% | +0.06% | -7.83% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.23% | -0.04% | +239.80% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.21% | — | -14.43% | |
| 20 | EOG | Eog Resources Inc | 股票-能源 | 1.21% | — | +2695.24% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.20% | +0.08% | -14.33% | |
| 22 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-其他 | 1.09% | -1.45% | +550.31% | |
| 23 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.08% | -0.05% | -28.73% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.06% | -0.23% | +4.43% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.29% | +0.08% | |
| 26 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.82% | -0.09% | +4.54% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | -0.43% | -5.75% | |
| 28 | FTNT | Fortinet Inc | 股票-科技 | 0.79% | +0.03% | NEW | |
| 29 | COP | Conocophillips | 股票-能源 | 0.76% | -0.38% | -42.30% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | +0.04% | -2.82% | |
| 31 | CNC | Centene CORP | 股票-医疗保健 | 0.73% | +0.35% | +30.07% | |
| 32 | LAD | Lithia Motors Inc | 股票-周期性消费 | 0.73% | +0.02% | +4.63% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.72% | -0.48% | -7.42% | |
| 34 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.71% | +0.27% | — | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.69% | -0.14% | -38.68% | |
| 36 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.60% | -0.02% | +4.31% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.59% | — | +35.43% | |
| 38 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.59% | -0.46% | +1.51% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | -0.02% | -0.46% | |
| 40 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.56% | +0.07% | — | |
| 41 | ADSK | Autodesk Inc | 股票-科技 | 0.55% | -0.13% | +3.57% | |
| 42 | UBER | Uber Technologies Inc | 股票-工业 | 0.50% | -0.14% | +28.37% | |
| 43 | DT | Dynatrace Inc | 股票-科技 | 0.49% | — | +64.98% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | +0.11% | — | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.48% | -0.10% | — | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | — | +24.81% | |
| 47 | EFX | Equifax Inc | 股票-工业 | 0.46% | -0.07% | — | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.45% | -0.08% | +1.29% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.43% | -0.02% | +53.08% | |
| 50 | NBIX | Neurocrine Biosciences Inc | 股票-医疗保健 | 0.43% | — | +3.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.9% | NEW | 新建仓 |
| 2 | EOG | Eog Resources Inc | +1.2% | +2695.24% | 加仓 |
| 3 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | +0.9% | +550.31% | 加仓 |
| 4 | KDP | Keurig Dr Pepper Inc | +0.7% | NEW | 新建仓 |
| 5 | EAGL | Eagle Capital Select Eqty | +0.7% | +39.13% | 加仓 |
| 6 | ABNB | Airbnb Inc-class A | +0.6% | NEW | 新建仓 |
| 7 | EFX | Equifax Inc | +0.5% | NEW | 新建仓 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +2.39% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.40% | 加仓 |
| 10 | VLO | Valero Energy CORP | +0.3% | NEW | 新建仓 |
| 11 | FTNT | Fortinet Inc | +0.3% | +36.79% | 加仓 |
| 12 | IWD | Ishares Russell 1000 Value E | +0.3% | +168.91% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.2% | +3.65% | 加仓 |
| 14 | HWM | Howmet Aerospace Inc | +0.2% | +30.52% | 加仓 |
| 15 | DT | Dynatrace Inc | +0.2% | +64.98% | 加仓 |
| 16 | PAYC | Paycom Software Inc | +0.1% | -5.06% | 减仓 |
| 17 | ABT | Abbott Laboratories | +0.1% | +53.08% | 加仓 |
| 18 | VV | Vanguard Large-cap ETF | +0.1% | NEW | 新建仓 |
| 19 | SBR | Sabine Royalty Trust | +0.1% | NEW | 新建仓 |
| 20 | FCNCA | First Citizens Bcshs -cl A | +0.1% | -0.41% | 减仓 |
| 21 | WBD | Warner Bros Discovery Inc | +0.1% | +1.51% | 加仓 |
| 22 | LAD | Lithia Motors Inc | +0.1% | +4.63% | 加仓 |
| 23 | WDAY | Workday Inc-class A | +0.1% | +47.69% | 加仓 |
| 24 | CDNS | Cadence Design Sys Inc | +0.1% | +25.01% | 加仓 |
| 25 | NBIX | Neurocrine Biosciences Inc | +0.1% | +3.31% | 加仓 |
| 26 | COF | Capital One Financial CORP | +0.1% | -7.83% | 减仓 |
| 27 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +239.80% | 加仓 |
| 28 | WTW | Willis Towers Watson Public Limited Company | 0% | +4.54% | 加仓 |
| 29 | DE | Deere & Co | 0% | +4.51% | 加仓 |
| 30 | META | Meta Platforms Inc-class A | 0% | +2.42% | 加仓 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +2.38% | 加仓 |
| 32 | CSL | Carlisle Cos Inc | -0.1% | -43.24% | 减仓 |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | EXIT | 清仓 |
| 34 | MSFT | Microsoft CORP | -0.1% | +5.02% | 加仓 |
| 35 | OXY | Occidental Petroleum CORP | -0.1% | EXIT | 清仓 |
| 36 | NFLX | Netflix Inc | -0.1% | EXIT | 清仓 |
| 37 | IPG | Interpublic Group Of Cos Inc | -0.1% | -69.51% | 减仓 |
| 38 | XOM | Exxon Mobil CORP | -0.2% | +0.08% | 加仓 |
| 39 | ADBE | Adobe Inc | -0.2% | -18.80% | 减仓 |
| 40 | AAPL | Apple Inc | -0.3% | -12.65% | 减仓 |
| 41 | CRM | Salesforce Inc | -0.3% | -38.68% | 减仓 |
| 42 | BC | Brunswick CORP | -0.4% | -65.34% | 减仓 |
| 43 | PSX | Phillips 66 | -0.5% | -43.84% | 减仓 |
| 44 | CBRE | Cbre Group Inc - A | -0.5% | -28.73% | 减仓 |
| 45 | ASML | ASML Holding N.V. | -0.6% | EXIT | 清仓 |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.7% | -11.01% | 减仓 |
| 47 | COP | Conocophillips | -0.7% | -42.30% | 减仓 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | +0.09% | 加仓 |
| 49 | ANETEUR | Arista Networks Inc | -1.7% | EXIT | 清仓 |
| 50 | GNR | State Street Spdr S&p Global | -1.7% | -10.12% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Sendero Wealth Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$10.0亿，共申报了 161 个公开持股仓位。
在 Q4 2024 季度，Sendero Wealth Management, LLC 按市值排列的前三大核心持股分别为：VTI (22.9%)、GNR (4.6%)、ITOT (4.0%)。其中最大持股仓位 VTI 占据整体投资组合约 22.9% 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
ANET
市值: US$1251.7万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$1045.6万
在 Q4 2024 季度中，Sendero Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 24 个仓位、减仓 14 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。