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: 0001009005
申报总市值
US$2.8亿
US$2.8亿
90 檔
21.7%
根据最新整理的 13F 季度数据集，Shaker Investments Llc/oh 于 Q3 2024 结束时的管理资产规模为 US$2.8亿。该机构在本季度申报了 90 档美股持仓，呈现出该时期的主要投资地图。
Shaker Investments Llc/oh 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 12 档持股的同时，亦同步清仓 16 档并减仓 11 档标的。
在资产配置集中度方面，Shaker Investments Llc/oh 的前 5 大核心持股（包含 AX, AVGO, NVDA 等）合计占整体申报市值的 21.7%，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 | AX | Axos Financial Inc | 股票-金融 | 11.52% | -1.81% | -4.42% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.80% | -0.18% | +902.03% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | +0.32% | +7.86% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.25% | +0.50% | -8.62% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.20% | -0.10% | -6.25% | |
| 6 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.58% | — | +0.01% | |
| 7 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 2.38% | — | +29.91% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.36% | -0.38% | +79.99% | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 2.33% | +3.53% | -22.77% | |
| 10 | LNTH | Lantheus Holdings Inc | 股票-医疗保健 | 2.05% | — | +60.49% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -1.34% | -0.37% | |
| 12 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 1.89% | — | -5.43% | |
| 13 | KEX | Kirby CORP | 股票-工业 | 1.88% | — | +0.04% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.80% | -0.27% | +93.12% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.69% | +0.40% | +76.15% | |
| 16 | FANG | Diamondback Energy Inc | 股票-能源 | 1.65% | — | -0.02% | |
| 17 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 1.62% | — | +45.06% | |
| 18 | HALO | Halozyme Therapeutics Inc | 股票-医疗保健 | 1.60% | -0.03% | +0.22% | |
| 19 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 1.59% | — | +45.67% | |
| 20 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.56% | -1.23% | +0.21% | |
| 21 | WSO | Watsco Inc | 股票-工业 | 1.55% | — | +0.16% | |
| 22 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.53% | +0.61% | +0.05% | |
| 23 | CSGP | Costar Group Inc | 股票-房地产 | 1.48% | — | +0.05% | |
| 24 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.44% | -0.21% | +0.23% | |
| 25 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 1.36% | — | -4.61% | |
| 26 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 1.31% | -1.29% | EXIT | |
| 27 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.31% | -0.16% | +0.33% | |
| 28 | MSI | Motorola Solutions Inc | 股票-科技 | 1.30% | -0.93% | EXIT | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.15% | — | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 1.22% | — | -0.37% | |
| 31 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.15% | -0.61% | EXIT | |
| 32 | FTNT | Fortinet Inc | 股票-科技 | 1.11% | +0.41% | +72.67% | |
| 33 | MHO | M/i Homes Inc | 股票-周期性消费 | 1.08% | — | +12.52% | |
| 34 | PODD | Insulet CORP | 股票-医疗保健 | 1.07% | -1.77% | EXIT | |
| 35 | IBP | Installed Building Products | 股票-周期性消费 | 0.97% | — | +0.02% | |
| 36 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.93% | — | — | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | -0.99% | EXIT | |
| 38 | SNX | TD Synnex CORP | 股票-科技 | 0.92% | — | +134.74% | |
| 39 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.91% | -0.42% | EXIT | |
| 40 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.90% | — | — | |
| 41 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.90% | +0.18% | — | |
| 42 | CDW | Cdw Corp/de | 股票-科技 | 0.89% | — | +0.21% | |
| 43 | FSLR | First Solar Inc | 股票-科技 | 0.87% | — | — | |
| 44 | UBER | Uber Technologies Inc | 股票-工业 | 0.86% | -0.21% | — | |
| 45 | BURL | Burlington Stores Inc | 股票-周期性消费 | 0.85% | — | — | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.84% | — | — | |
| 47 | MCHP | Microchip Technology Inc | 股票-科技 | 0.83% | +0.64% | +0.32% | |
| 48 | PCTY | Paylocity Holding CORP | 股票-科技 | 0.80% | — | +0.20% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.76% | -0.08% | -0.37% | |
| 50 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.76% | — | -1.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.2% | NEW | 新建仓 |
| 2 | AAPL | Apple Inc | +1.1% | +79.99% | 加仓 |
| 3 | LNTH | Lantheus Holdings Inc | +1.1% | +60.49% | 加仓 |
| 4 | PODD | Insulet CORP | +1.1% | NEW | 新建仓 |
| 5 | META | Meta Platforms Inc-class A | +0.9% | +93.12% | 加仓 |
| 6 | CMG | Chipotle Mexican Grill Inc | +0.9% | NEW | 新建仓 |
| 7 | KNSL | Kinsale Capital Group Inc | +0.9% | NEW | 新建仓 |
| 8 | PYPL | Paypal Holdings Inc | +0.9% | NEW | 新建仓 |
| 9 | FIX | Comfort Systems USA Inc | +0.9% | NEW | 新建仓 |
| 10 | FSLR | First Solar Inc | +0.9% | NEW | 新建仓 |
| 11 | UBER | Uber Technologies Inc | +0.9% | NEW | 新建仓 |
| 12 | BURL | Burlington Stores Inc | +0.9% | NEW | 新建仓 |
| 13 | NOW | Servicenow Inc | +0.8% | NEW | 新建仓 |
| 14 | ZBRA | Zebra Technologies Corp-cl A | +0.8% | +29.91% | 加仓 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +76.15% | 加仓 |
| 16 | FTNT | Fortinet Inc | +0.6% | +72.67% | 加仓 |
| 17 | SNX | TD Synnex CORP | +0.5% | +134.74% | 加仓 |
| 18 | TXRH | Texas Roadhouse Inc | +0.5% | +45.06% | 加仓 |
| 19 | BKNG | Booking Holdings Inc | +0.5% | NEW | 新建仓 |
| 20 | DHI | Dr Horton Inc | +0.4% | +20.92% | 加仓 |
| 21 | MHO | M/i Homes Inc | +0.4% | +12.52% | 加仓 |
| 22 | ICLR | ICON Public Limited Company | +0.4% | +45.67% | 加仓 |
| 23 | SFM | Sprouts Farmers Market Inc | +0.3% | -5.43% | 减仓 |
| 24 | AVGO | Broadcom Inc | +0.1% | +902.03% | 加仓 |
| 25 | AX | Axos Financial Inc | +0.1% | -4.42% | 减仓 |
| 26 | GPN | Global Payments Inc | -0.3% | EXIT | 清仓 |
| 27 | DV | Doubleverify Holdings Inc | -0.3% | EXIT | 清仓 |
| 28 | VEEV | Veeva Systems Inc-class A | -0.3% | EXIT | 清仓 |
| 29 | DUOL | Duolingo | -0.3% | -50.29% | 减仓 |
| 30 | FANG | Diamondback Energy Inc | -0.4% | -0.02% | 减仓 |
| 31 | AZO | Autozone Inc | -0.4% | EXIT | 清仓 |
| 32 | CRM | Salesforce Inc | -0.4% | -49.88% | 减仓 |
| 33 | MEDP | Medpace Holdings Inc | -0.5% | -4.61% | 减仓 |
| 34 | AMZN | Amazon.com Inc | -0.6% | -8.62% | 减仓 |
| 35 | CRL | Charles River Laboratories | -0.6% | EXIT | 清仓 |
| 36 | EEFT | Euronet Worldwide Inc | -0.6% | -43.04% | 减仓 |
| 37 | PAYC | Paycom Software Inc | -0.7% | EXIT | 清仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.7% | -6.25% | 减仓 |
| 39 | QLYS | Qualys Inc | -0.7% | EXIT | 清仓 |
| 40 | MTDR | Matador Resources Co | -0.8% | EXIT | 清仓 |
| 41 | V | Visa Inc-class A Shares | -0.9% | -48.39% | 减仓 |
| 42 | ABNB | Airbnb Inc-class A | -0.9% | EXIT | 清仓 |
| 43 | GLOB | Globant S.A. | -0.9% | EXIT | 清仓 |
| 44 | VECO | Veeco Instruments Inc | -0.9% | EXIT | 清仓 |
| 45 | UPWK | Upwork Inc | -0.9% | EXIT | 清仓 |
| 46 | NXPI | NXP Semiconductors N.V. | -1% | EXIT | 清仓 |
| 47 | WCC | Wesco International Inc | -1.3% | EXIT | 清仓 |
| 48 | MU | Micron Technology Inc | -1.7% | -22.77% | 减仓 |
| 49 | COR | Cencora Inc | -1.8% | EXIT | 清仓 |
| 50 | DXCM | Dexcom Inc | -2.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Shaker Investments Llc/oh 在 Q3 2024 季度的美股持仓总市值约为 US$2.8亿，共申报了 90 个公开持股仓位。
在 Q3 2024 季度，Shaker Investments Llc/oh 按市值排列的前三大核心持股分别为：AX (11.5%)、AVGO (3.8%)、NVDA (3.4%)。其中最大持股仓位 AX 占据整体投资组合约 11.5% 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
JPM
市值: US$297.1万
本季最大获利了结 / 清仓标的
DXCM
前期市值: US$524.9万
在 Q3 2024 季度中，Shaker Investments Llc/oh 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 12 个仓位、减仓 11 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 JPM。 本季清仓仓位包含 DXCM。
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。