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: 0001482012
申报总市值
US$23.0亿
US$23.0亿
225 檔
14.4%
Q2 2024 季度申报显示，Smith Salley Wealth Management 披露的美股组合总市值为 US$23.0亿，涵盖 225 个不同之权益投资仓位。
在 Q2 2024 期间，Smith Salley Wealth Management 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，Smith Salley Wealth Management 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 14.4%，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 225 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 | MSFT | Microsoft CORP | 股票-科技 | 6.71% | -0.54% | +6.21% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.43% | -0.04% | +965.38% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.41% | -0.13% | +6.14% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.27% | -0.19% | +6.68% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.93% | +0.25% | +5.17% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.77% | -0.26% | +4.87% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.72% | -0.34% | +7.46% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.65% | -0.07% | +4.33% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.03% | -0.02% | +5.25% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.00% | -0.04% | +6.58% | |
| 11 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.98% | -0.43% | +6.58% | |
| 12 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.82% | +0.05% | +6.35% | |
| 13 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.79% | -0.32% | +5.55% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.75% | -0.14% | +4.63% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.65% | -0.19% | +5.69% | |
| 16 | ADI | Analog Devices Inc | 股票-科技 | 1.61% | — | +6.77% | |
| 17 | AME | Ametek Inc | 股票-工业 | 1.50% | -0.01% | +7.73% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.50% | +0.57% | +7.02% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.47% | -0.16% | +7.47% | |
| 20 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.46% | -0.02% | +5.19% | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.45% | -0.24% | +3.34% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.43% | -0.31% | +4.05% | |
| 23 | LIN | Linde plc | 股票-原材料 | 1.41% | -0.13% | +12.25% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 1.36% | -0.12% | +6.70% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 1.34% | -0.32% | +6.85% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.34% | -0.39% | +3.58% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.24% | -0.24% | +12.34% | |
| 28 | BN | Brookfield CORP | 股票-金融 | 1.24% | -0.14% | +5.38% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 1.21% | -0.03% | +5.72% | |
| 30 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.20% | — | +6.56% | |
| 31 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.18% | +0.09% | +6.17% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 1.15% | -0.15% | +5.77% | |
| 33 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.56% | EXIT | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 1.01% | -0.15% | EXIT | |
| 35 | MKL | Markel Group Inc | 股票-金融 | 1.00% | -0.10% | +6.51% | |
| 36 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.91% | — | +2.44% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 0.89% | -0.16% | +2.00% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | +0.23% | +9.84% | |
| 39 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.77% | -0.20% | +8.36% | |
| 40 | XYL | Xylem Inc | 股票-工业 | 0.76% | -0.08% | +5.51% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.76% | +0.72% | -8.00% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.74% | — | +1.54% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工业 | 0.73% | -0.26% | +5.39% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.70% | +0.02% | NEW | |
| 45 | PNC | Pnc Financial Services Group | 股票-金融 | 0.68% | +0.04% | +5.05% | |
| 46 | CHE | Chemed CORP | 股票-医疗保健 | 0.63% | — | +6.53% | |
| 47 | DG | Dollar General CORP | 股票-非周期性消费 | 0.63% | — | +5.36% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.56% | +0.08% | +2.13% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | -0.03% | -0.64% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | -0.01% | -0.50% |
根据 SEC 官方 Form 13F 申报备案，Smith Salley Wealth Management 在 Q2 2024 季度的美股持仓总市值约为 US$23.0亿，共申报了 225 个公开持股仓位。
在 Q2 2024 季度，Smith Salley Wealth Management 按市值排列的前三大核心持股分别为：MSFT (6.7%)、NVDA (5.4%)、AAPL (5.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.7% 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。
在 Q2 2024 季度中，Smith Salley Wealth Management 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。
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。