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
245 檔
16.6%
截至 Q4 2024 季度末，Smith Salley Wealth Management 的美股持仓估值约为 US$23.0亿，全数申报仓位共有 245 档。
在 Q4 2024，Smith Salley Wealth Management 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 31 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Smith Salley Wealth Management 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 16.6%，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 245 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 | AAPL | Apple Inc | 股票-科技 | 6.34% | -0.13% | +0.81% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.93% | -0.54% | +1.85% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.63% | -0.04% | +2.80% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.57% | -0.19% | +2.41% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.11% | +0.25% | +10.13% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.05% | -0.34% | +4.16% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.90% | -0.07% | +0.76% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.85% | -0.26% | +0.89% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.24% | -0.04% | +1.17% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.04% | -0.43% | +1.74% | |
| 11 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.98% | -0.32% | +1.53% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.94% | -0.02% | +0.82% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.66% | -0.16% | +1.93% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.63% | -0.14% | +0.20% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.63% | -0.19% | +13.94% | |
| 16 | BN | Brookfield CORP | 股票-金融 | 1.59% | -0.14% | +1.02% | |
| 17 | AME | Ametek Inc | 股票-工业 | 1.49% | -0.01% | +1.50% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.46% | -0.32% | +1.91% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.41% | — | +1.67% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.35% | -0.31% | +0.64% | |
| 21 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.30% | +0.05% | +0.86% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.26% | +0.57% | +34.04% | |
| 23 | MRVL | Marvell Technology Inc | 股票-科技 | 1.25% | -0.05% | +5.65% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.25% | -0.24% | +1.02% | |
| 25 | LIN | Linde plc | 股票-原材料 | 1.25% | -0.13% | +0.83% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.21% | -0.56% | EXIT | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.20% | -0.24% | -1.64% | |
| 28 | SPGI | S&p Global Inc | 股票-金融 | 1.19% | -0.15% | +0.65% | |
| 29 | ROP | Roper Technologies Inc | 股票-科技 | 1.16% | -0.12% | +1.40% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.39% | -0.43% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 1.08% | -0.03% | +0.74% | |
| 32 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.07% | -0.02% | -0.04% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | +0.72% | -0.93% | |
| 34 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.01% | — | +1.81% | |
| 35 | MKL | Markel Group Inc | 股票-金融 | 1.01% | -0.10% | +0.76% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | +0.23% | +11.18% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 0.91% | -0.16% | +2.03% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.78% | +0.04% | +0.89% | |
| 39 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.76% | -0.20% | +1.87% | |
| 40 | CW | Curtiss-wright CORP | 股票-工业 | 0.71% | -0.04% | — | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.71% | — | +2.53% | |
| 42 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.70% | +0.09% | -4.44% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工业 | 0.64% | -0.26% | -11.57% | |
| 44 | TDG | Transdigm Group Inc | 股票-工业 | 0.62% | +0.06% | +3.87% | |
| 45 | XYL | Xylem Inc | 股票-工业 | 0.60% | -0.08% | +0.30% | |
| 46 | CHE | Chemed CORP | 股票-医疗保健 | 0.58% | — | +1.84% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.54% | -0.10% | +1.82% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.53% | +0.08% | -4.02% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.51% | -0.02% | +5.27% | |
| 50 | ANET | Arista Networks Inc | 股票-科技 | 0.51% | +0.28% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CW | Curtiss-wright CORP | +0.7% | NEW | 新建仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | +2.80% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +10.13% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.6% | +2.41% | 加仓 |
| 5 | ANET | Arista Networks Inc | +0.5% | NEW | 新建仓 |
| 6 | MRVL | Marvell Technology Inc | +0.5% | +5.65% | 加仓 |
| 7 | AAPL | Apple Inc | +0.4% | +0.81% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +0.76% | 加仓 |
| 9 | V | Visa Inc-class A Shares | +0.3% | +1.17% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.3% | -0.93% | 减仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.18% | 加仓 |
| 12 | BLK | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +4.16% | 加仓 |
| 14 | MBB | Ishares Mbs ETF | +0.1% | +58.80% | 加仓 |
| 15 | AGZ | Ishares Agency Bond ETF | +0.1% | NEW | 新建仓 |
| 16 | BN | Brookfield CORP | +0.1% | +1.02% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.1% | +1.93% | 加仓 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +34.04% | 加仓 |
| 19 | BX | Blackstone Inc | +0.1% | NEW | 新建仓 |
| 20 | MKL | Markel Group Inc | +0.1% | +0.76% | 加仓 |
| 21 | AME | Ametek Inc | +0.1% | +1.50% | 加仓 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +56.41% | 加仓 |
| 23 | TSLA | Tesla Inc | +0.1% | +44.38% | 加仓 |
| 24 | TJX | Tjx Companies Inc | +0.1% | +1.74% | 加仓 |
| 25 | AMGN | Amgen Inc | -0.1% | -0.07% | 减仓 |
| 26 | SCHX | Schwab US Large-cap ETF | -0.1% | EXIT | 清仓 |
| 27 | JNJ | Johnson & Johnson | -0.1% | -1.70% | 减仓 |
| 28 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -4.17% | 减仓 |
| 29 | CHE | Chemed CORP | -0.1% | +1.84% | 加仓 |
| 30 | ROP | Roper Technologies Inc | -0.1% | +1.40% | 加仓 |
| 31 | UNP | Union Pacific CORP | -0.1% | +0.74% | 加仓 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | +13.94% | 加仓 |
| 33 | XYL | Xylem Inc | -0.1% | +0.30% | 加仓 |
| 34 | MDT | Medtronic plc | -0.1% | +2.03% | 加仓 |
| 35 | ADI | Analog Devices Inc | -0.1% | +1.67% | 加仓 |
| 36 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -88.39% | 减仓 |
| 37 | STZ | Constellation Brands Inc-a | -0.2% | +1.81% | 加仓 |
| 38 | LIN | Linde plc | -0.2% | +0.83% | 加仓 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | -0.04% | 减仓 |
| 40 | NOC | Northrop Grumman CORP | -0.2% | -11.57% | 减仓 |
| 41 | PEP | Pepsico Inc | -0.2% | -1.64% | 减仓 |
| 42 | LOW | Lowe's Cos Inc | -0.2% | +1.53% | 加仓 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.2% | +0.86% | 加仓 |
| 44 | ABBV | Abbvie Inc | -0.2% | +0.82% | 加仓 |
| 45 | NEE | Nextera Energy Inc | -0.3% | +0.64% | 加仓 |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | EXIT | 清仓 |
| 47 | ELV | Elevance Health Inc | -0.4% | -4.44% | 减仓 |
| 48 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | 清仓 |
| 49 | HON | Honeywell International Inc | -0.7% | -76.70% | 减仓 |
| 50 | DEO | Diageo Plc-sponsored Adr | -0.7% | -90.65% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Smith Salley Wealth Management 在 Q4 2024 季度的美股持仓总市值约为 US$23.0亿，共申报了 245 个公开持股仓位。
在 Q4 2024 季度，Smith Salley Wealth Management 按市值排列的前三大核心持股分别为：AAPL (6.3%)、MSFT (5.9%)、NVDA (5.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.3% 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
CW
市值: US$1107.4万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$605.4万
在 Q4 2024 季度中，Smith Salley Wealth Management 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 31 个仓位、减仓 11 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 CW。 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。