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: 0001889322
申报总市值
US$5.6亿
US$5.6亿
80 檔
13.7%
Q1 2024 季度申报显示，Strong Tower Advisory Services 披露的美股组合总市值为 US$5.6亿，涵盖 80 个不同之权益投资仓位。
在 Q1 2024 期间，Strong Tower Advisory Services 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，Strong Tower Advisory Services 的前 5 大核心持股（包含 MSTR, FSK, NVDA 等）合计占整体申报市值的 13.7%，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 | MSTR | Strategy Inc | 股票-科技 | 9.35% | -0.95% | +36.74% | |
| 2 | FSK | Fs Kkr Capital CORP | 股票-金融 | 6.91% | — | +1.21% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.43% | +0.15% | -7.12% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.11% | +0.22% | +0.05% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.98% | +0.23% | -36.42% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 3.98% | +1.03% | -0.14% | |
| 7 | FBRT | Franklin Bsp Realty Trust In | 股票-其他 | 3.64% | -0.14% | EXIT | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.42% | +0.14% | +2.27% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 3.05% | -0.19% | +5.04% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.76% | -2.75% | +9.34% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.75% | +0.44% | -4.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.63% | +0.43% | -1.36% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.48% | +0.04% | +11.10% | |
| 14 | TSLA | Tesla Inc | 股票-周期性消费 | 2.18% | +0.09% | +1.09% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 2.09% | -0.57% | -0.51% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.97% | — | -1.27% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.92% | +0.14% | -1.68% | |
| 18 | PWR | Quanta Services Inc | 股票-工业 | 1.89% | +0.55% | -0.37% | |
| 19 | COF | Capital One Financial CORP | 股票-金融 | 1.79% | — | -0.54% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 1.73% | +0.07% | +0.19% | |
| 21 | LPX | Louisiana-pacific CORP | 股票-工业 | 1.70% | +0.35% | -1.20% | |
| 22 | DE | Deere & Co | 股票-工业 | 1.62% | — | +0.46% | |
| 23 | MMM | 3m Co | 股票-工业 | 1.46% | +0.59% | -1.78% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.17% | — | +2.97% | |
| 25 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.97% | -0.13% | +8.19% | |
| 26 | PH | Parker Hannifin CORP | 股票-工业 | 0.93% | -0.06% | +0.60% | |
| 27 | ECL | Ecolab Inc | 股票-原材料 | 0.76% | +0.02% | +2.17% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.75% | -0.01% | +2.26% | |
| 29 | GRMN | Garmin Ltd. | 股票-科技 | 0.74% | -0.02% | +2.62% | |
| 30 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.69% | — | +3.10% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.69% | — | +2.69% | |
| 32 | ETN | Eaton Corporation plc | 股票-工业 | 0.64% | +0.10% | +7.07% | |
| 33 | BLKCHF | Blackrock Inc | 股票-其他 | 0.63% | — | +3.10% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.62% | -0.06% | +5.31% | |
| 35 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.61% | — | -1.18% | |
| 36 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.59% | +0.07% | +4.14% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 0.59% | -0.01% | +3.90% | |
| 38 | ROP | Roper Technologies Inc | 股票-科技 | 0.59% | +0.02% | +3.73% | |
| 39 | FDS | Factset Research Systems Inc | 股票-金融 | 0.58% | — | +4.32% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | -0.06% | +7.92% | |
| 41 | STE | STERIS plc | 股票-医疗保健 | 0.54% | -0.06% | +5.32% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.27% | +7.45% | |
| 43 | TXT | Textron Inc | 股票-工业 | 0.52% | — | +9.87% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | +0.06% | +10.11% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.49% | -0.74% | EXIT | |
| 46 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.49% | — | +7.51% | |
| 47 | CMI | Cummins Inc | 股票-工业 | 0.49% | +0.18% | +13.12% | |
| 48 | LHX | L3harris Technologies Inc | 股票-工业 | 0.48% | -0.18% | +6.30% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.47% | +0.13% | +13.85% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.47% | -0.08% | +237.89% |
根据 SEC 官方 Form 13F 申报备案，Strong Tower Advisory Services 在 Q1 2024 季度的美股持仓总市值约为 US$5.6亿，共申报了 80 个公开持股仓位。
在 Q1 2024 季度，Strong Tower Advisory Services 按市值排列的前三大核心持股分别为：MSTR (9.3%)、FSK (6.9%)、NVDA (6.4%)。其中最大持股仓位 MSTR 占据整体投资组合约 9.3% 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。
在 Q1 2024 季度中，Strong Tower Advisory Services 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。