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: 0001907552
申报总市值
US$14.1亿
US$14.1亿
298 檔
16.0%
截至 Q4 2024 季度末，Sonora Investment Management Group, LLC 的美股持仓估值约为 US$14.1亿，全数申报仓位共有 298 档。
在 Q4 2024 期间，Sonora Investment Management Group, LLC 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，Sonora Investment Management Group, LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOG 等）合计占整体申报市值的 16.0%，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 298 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 | 5.24% | -0.09% | -0.61% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.26% | +0.84% | -0.06% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.07% | +0.96% | +0.89% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.42% | -0.45% | -0.22% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 2.32% | +1.62% | +2.31% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.20% | -0.75% | +9.72% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.18% | +1.25% | +0.55% | |
| 8 | WMT | Walmart Inc | 股票-非周期性消费 | 2.16% | +0.04% | +0.43% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.09% | +0.28% | +1.32% | |
| 10 | RSG | Republic Services Inc | 股票-工业 | 1.95% | -0.43% | +1.12% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.91% | +0.08% | +2.70% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.88% | — | +4.66% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.83% | +0.15% | +0.54% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.83% | +0.27% | +1.33% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.80% | +2.07% | NEW | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.60% | -0.01% | +1.31% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.57% | +0.01% | +3.87% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.55% | +0.66% | +1.16% | |
| 19 | VLO | Valero Energy CORP | 股票-能源 | 1.52% | +0.20% | +2.79% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.45% | — | +1.14% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.33% | -1.21% | +1.86% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.31% | — | +1.42% | |
| 23 | NEE 6.926 09-01-25债券 | Nextera Energy Inc | 债券 | 1.26% | -1.41% | EXIT | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | — | +1.27% | |
| 25 | UNP | Union Pacific CORP | 股票-工业 | 1.19% | — | +1.46% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.18% | — | +6.37% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | — | +2.45% | |
| 28 | INN 1.5 02-15-26债券 | Summit Hotel Properties | 债券 | 1.14% | — | -6.93% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | +0.37% | +0.41% | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 1.13% | +0.05% | +1.87% | |
| 31 | TFC | Truist Financial CORP | 股票-金融 | 1.11% | +0.04% | +1.50% | |
| 32 | ACN | Accenture plc | 股票-科技 | 1.03% | — | +2.66% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.02% | -0.23% | -0.47% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.02% | — | +2.25% | |
| 35 | PAYX | Paychex Inc | 股票-科技 | 1.00% | -0.28% | +2.56% | |
| 36 | EVRG | Evergy Inc | 股票-公用事业 | 0.94% | -0.01% | +4.87% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.92% | — | +7.99% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.91% | -1.00% | EXIT | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.89% | +0.07% | -0.70% | |
| 40 | VSH 2.25 06-15-25债券 | Vishay Intertechnology | 债券 | 0.87% | -0.86% | EXIT | |
| 41 | VICI | Vici Properties Inc | 股票-房地产 | 0.82% | — | -1.96% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.81% | — | -1.09% | |
| 43 | MDT | Medtronic plc | 股票-医疗保健 | 0.79% | — | -0.20% | |
| 44 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.78% | -0.27% | -0.38% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | +0.23% | -1.51% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.74% | — | +3.84% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.73% | +0.04% | +2.21% | |
| 48 | PFE | Pfizer Inc | 股票-医疗保健 | 0.73% | — | -4.36% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.73% | — | +0.16% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.66% | — | -1.90% |
根据 SEC 官方 Form 13F 申报备案，Sonora Investment Management Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$14.1亿，共申报了 298 个公开持股仓位。
在 Q4 2024 季度，Sonora Investment Management Group, LLC 按市值排列的前三大核心持股分别为：AAPL (5.2%)、MSFT (4.3%)、GOOG (3.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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 Q4 2024 季度中，Sonora Investment Management Group, LLC 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。