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。
CIK: 0001766328
申报总市值
US$2.3亿
US$2.3亿
71 檔
21.5%
截至 Q3 2024 季度末,Signet Investment Advisory Group, Inc. 的美股持仓估值约为 US$2.3亿,全数申报仓位共有 71 档。
在 Q3 2024 期间,Signet Investment Advisory Group, Inc. 的持仓组合保持高度稳定,未出现显著的大幅增减仓操作,显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面,Signet Investment Advisory Group, Inc. 的前 5 大核心持股(包含 IAU, SCHF, MSFT 等)合计占整体申报市值的 21.5%,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 | IAU | Ishares Gold Trust | ETF-避险与商品 | 5.94% | -1.17% | +1.30% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.02% | +0.36% | +2.12% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.62% | -0.02% | -0.43% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.51% | +0.35% | -0.23% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 4.32% | -0.15% | +1.42% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 3.26% | -0.49% | +0.23% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.22% | +0.01% | +0.38% | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.89% | -0.17% | +56.98% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.68% | +0.17% | +0.75% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.46% | +0.24% | -4.75% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.41% | -0.24% | +2.20% | |
| 12 | CSX | Csx CORP | 股票-工业 | 2.21% | +0.31% | +2.10% | |
| 13 | ADBE | Adobe Inc | 股票-科技 | 2.17% | +0.23% | +98.50% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.12% | -0.37% | +1.32% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.05% | +0.44% | +2.36% | |
| 16 | WM | Waste Management Inc | 股票-工业 | 2.04% | -0.15% | +1.66% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.93% | +0.03% | +0.89% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.90% | +0.64% | +2.29% | |
| 19 | USB | US Bancorp | 股票-金融 | 1.85% | +0.33% | +3.46% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.77% | -0.03% | -33.40% | |
| 21 | PFE | Pfizer Inc | 股票-医疗保健 | 1.72% | -0.30% | +2.15% | |
| 22 | HON | Honeywell International Inc | 股票-工业 | 1.72% | -2.74% | EXIT | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.69% | +0.47% | -48.63% | |
| 24 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.69% | -0.08% | +2.74% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.68% | +0.09% | +1.10% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.58% | — | -0.21% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.52% | +0.08% | +0.06% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.50% | +0.34% | +0.28% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.49% | -0.25% | +4.35% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.42% | -0.20% | +4.69% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.36% | +0.19% | +0.25% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.29% | +0.10% | — | |
| 33 | NOC | Northrop Grumman CORP | 股票-工业 | 1.16% | -0.43% | +3.92% | |
| 34 | COP | Conocophillips | 股票-能源 | 1.15% | -0.32% | -0.14% | |
| 35 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.15% | — | +2.90% | |
| 36 | AXP | American Express Co | 股票-金融 | 1.13% | +0.01% | -0.26% | |
| 37 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.09% | +0.40% | +0.15% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 1.02% | -0.41% | +8.36% | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 1.00% | -0.02% | -0.63% | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.98% | +0.03% | -0.47% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.96% | -0.06% | +3.94% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.90% | +0.16% | -12.30% | |
| 43 | UL | Unilever PLC | 股票-非周期性消费 | 0.90% | — | +1.87% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.90% | +0.09% | -3.68% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.84% | -0.07% | +2.49% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.82% | -0.19% | -0.78% | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.81% | -0.01% | +6.03% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | — | -2.61% | |
| 49 | GIS | General Mills Inc | 股票-非周期性消费 | 0.67% | -0.06% | -1.20% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | -0.07% | -1.02% |
根据 SEC 官方 Form 13F 申报备案,Signet Investment Advisory Group, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$2.3亿,共申报了 71 个公开持股仓位。
在 Q3 2024 季度,Signet Investment Advisory Group, Inc. 按市值排列的前三大核心持股分别为:IAU (5.9%)、SCHF (5.0%)、MSFT (4.6%)。其中最大持股仓位 IAU 占据整体投资组合约 5.9% 的权重。
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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。
在 Q3 2024 季度中,Signet Investment Advisory Group, Inc. 的持仓组合维持高度稳定,未出现大规模调仓操作。
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。
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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。