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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001531593
申报总市值
US$10.5亿
US$10.5亿
599 檔
14.4%
截至 Q4 2024 季度末，Summit Securities Group LLC 的美股持仓估值约为 US$10.5亿，全数申报仓位共有 599 档。
在 Q4 2024，Summit Securities Group LLC 操作展现出积极扩展与加仓意向。本季共新建仓 26 个新仓位，并对 6 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Summit Securities Group LLC 的前 5 大核心持股（包含 AVGO, SPY, SPY 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 599 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 | AVGO | Broadcom Inc | 股票-科技 | 11.70% | -1.01% | +5870.73% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.50% | +3.53% | — | |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 4.83% | — | — | |
| 4 | ✓ | United States Stl CORP New | 股票-其他 | 3.57% | — | — | |
| 5 | ✓ | Albertsons Cos Inc | 股票-其他 | 2.49% | — | — | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 2.44% | +2.84% | NEW | |
| 7 | MRVL | Marvell Technology, Inc. | 股票-科技 | 2.30% | — | — | |
| 8 | USO | United States Oil Fund, LP | 股票-其他 | 2.23% | — | — | |
| 9 | ET | Energy Transfer LP | 股票-能源 | 2.21% | +0.60% | -56.80% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.08% | +0.08% | NEW | |
| 11 | ✓ | Albertsons Cos Inc | 股票-其他 | 2.02% | — | — | |
| 12 | CME | Cme Group Inc | 股票-金融 | 1.96% | -0.08% | +4099900.00% | |
| 13 | BITO | Proshares Bitcoin Etf-usd | ETF-加密货币 | 1.74% | -0.01% | +143.45% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.72% | -0.12% | EXIT | |
| 15 | MO | Altria Group Inc | 股票-非周期性消费 | 1.66% | +0.02% | -43.85% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.32% | — | -25.52% | |
| 17 | ✓ | Tko Group Holdings Inc | 股票-其他 | 1.29% | — | — | |
| 18 | ✓ | Siriusxm Holdings Inc | 股票-其他 | 1.27% | — | — | |
| 19 | OKE | Oneok Inc | 股票-能源 | 1.27% | +0.03% | — | |
| 20 | CPRI | Capri Holdings Limited | 股票-周期性消费 | 1.22% | — | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.12% | — | — | |
| 22 | ✓ | Ishares Tr | 股票-其他 | 1.11% | — | — | |
| 23 | BABA | Alibaba Group Holding Limited | 股票-周期性消费 | 1.05% | — | — | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.97% | -1.52% | +1428.57% | |
| 25 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.85% | — | — | |
| 26 | AA | Alcoa Corporation | 股票-原材料 | 0.83% | — | — | |
| 27 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.83% | — | +1217.00% | |
| 28 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.81% | — | — | |
| 29 | CME | CME Group Inc. | 股票-金融 | 0.79% | — | — | |
| 30 | TTWO | Take-Two Interactive Software, Inc. | 股票-通信服务 | 0.76% | — | — | |
| 31 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.75% | — | — | |
| 32 | ✓ | Amedisys Inc | 股票-其他 | 0.75% | — | — | |
| 33 | ✓ | Chevron CORP New | 股票-其他 | 0.75% | — | — | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.74% | — | — | |
| 35 | BA | The Boeing Company | 股票-工业 | 0.73% | — | — | |
| 36 | ✓ | Juniper Networks Inc | 股票-其他 | 0.62% | — | — | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.60% | -0.01% | +1968.00% | |
| 38 | ✓ | Tko Group Holdings Inc | 股票-其他 | 0.56% | — | — | |
| 39 | DLTR | Dollar Tree, Inc. | 股票-非周期性消费 | 0.54% | — | — | |
| 40 | APO | Apollo Global Management Inc | 股票-金融 | 0.52% | — | +62.11% | |
| 41 | ✓ | Nuscale Pwr CORP | 股票-其他 | 0.52% | — | — | |
| 42 | ✓ | Willscot Hldgs CORP | 股票-其他 | 0.52% | — | — | |
| 43 | ✓ | Capri Holdings Limited | 股票-其他 | 0.46% | — | — | |
| 44 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.45% | — | EXIT | |
| 45 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-周期性消费 | 0.42% | — | — | |
| 46 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.42% | — | +942.71% | |
| 47 | F | Ford Motor Company | 股票-周期性消费 | 0.41% | — | — | |
| 48 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.41% | — | — | |
| 49 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 0.37% | -0.05% | — | |
| 50 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.37% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +11.5% | +5870.73% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +8.5% | NEW | 新建仓 |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | +4.8% | NEW | 新建仓 |
| 4 | ✓ | United States Stl CORP New | +3.6% | NEW | 新建仓 |
| 5 | ✓ | Albertsons Cos Inc | +2.5% | NEW | 新建仓 |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | +2.4% | NEW | 新建仓 |
| 7 | MRVL | Marvell Technology, Inc. | +2.3% | NEW | 新建仓 |
| 8 | USO | United States Oil Fund, LP | +2.2% | NEW | 新建仓 |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +2% | +6252.38% | 加仓 |
| 10 | ✓ | Albertsons Cos Inc | +2% | NEW | 新建仓 |
| 11 | CME | Cme Group Inc | +2% | +4099900.00% | 加仓 |
| 12 | GS | Goldman Sachs Group Inc | +1.7% | NEW | 新建仓 |
| 13 | ✓ | Tko Group Holdings Inc | +1.3% | NEW | 新建仓 |
| 14 | ✓ | Siriusxm Holdings Inc | +1.3% | NEW | 新建仓 |
| 15 | OKE | Oneok Inc | +1.3% | NEW | 新建仓 |
| 16 | CPRI | Capri Holdings Limited | +1.2% | NEW | 新建仓 |
| 17 | EFA | Ishares Msci Eafe ETF | +1.1% | NEW | 新建仓 |
| 18 | ✓ | Ishares Tr | +1.1% | NEW | 新建仓 |
| 19 | BABA | Alibaba Group Holding Limited | +1.1% | NEW | 新建仓 |
| 20 | BITO | Proshares Bitcoin Etf-usd | +1% | +143.45% | 加仓 |
| 21 | IBM | Intl Business Machines CORP | +0.9% | +1428.57% | 加仓 |
| 22 | EWT | Ishares Msci Taiwan ETF | +0.9% | NEW | 新建仓 |
| 23 | AA | Alcoa Corporation | +0.8% | NEW | 新建仓 |
| 24 | RCL | Royal Caribbean Cruises Ltd. | +0.8% | NEW | 新建仓 |
| 25 | CME | CME Group Inc. | +0.8% | NEW | 新建仓 |
| 26 | TTWO | Take-Two Interactive Software, Inc. | +0.8% | NEW | 新建仓 |
| 27 | FXI | Ishares China Large-cap ETF | +0.8% | +1217.00% | 加仓 |
| 28 | TSM | Taiwan Semiconductor Manufacturing Company Limited | +0.8% | NEW | 新建仓 |
| 29 | ✓ | Amedisys Inc | +0.8% | NEW | 新建仓 |
| 30 | ✓ | Chevron CORP New | +0.8% | NEW | 新建仓 |
| 31 | QCOM | Qualcomm Inc | +0.7% | NEW | 新建仓 |
| 32 | BA | The Boeing Company | +0.7% | NEW | 新建仓 |
| 33 | RCL | Royal Caribbean Cruises Ltd. | -0.8% | -97.78% | 减仓 |
| 34 | TTWO | Take-two Interactive Softwre | -0.8% | -97.91% | 减仓 |
| 35 | MRVL | Marvell Technology Inc | -1.1% | -91.15% | 减仓 |
| 36 | SMARGBP | Smartsheet Inc-class A | -1.1% | EXIT | 清仓 |
| 37 | BTI | British American Tob-sp Adr | -1.2% | -95.92% | 减仓 |
| 38 | UL | Unilever PLC | -1.4% | EXIT | 清仓 |
| 39 | CTLTEUR | Catalent Inc | -1.5% | EXIT | 清仓 |
| 40 | SIRI | Sirius Xm Holdings Inc | -2.1% | EXIT | 清仓 |
| 41 | MO | Altria Group Inc | -2.1% | -43.85% | 减仓 |
| 42 | ET | Energy Transfer LP | -3.2% | -56.80% | 减仓 |
| 43 | GOOG | Alphabet Inc-cl C | -3.9% | EXIT | 清仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -4.3% | EXIT | 清仓 |
| 45 | CPRI | Capri Holdings Limited | -4.7% | EXIT | 清仓 |
| 46 | USX1 | United States Steel CORP | -5.2% | EXIT | 清仓 |
| 47 | PDD | Pdd Holdings Inc | -5.5% | -99.58% | 减仓 |
| 48 | ACI | Albertsons Cos Inc - Class A | -5.8% | EXIT | 清仓 |
| 49 | AMZN | Amazon.com Inc | -9.7% | EXIT | 清仓 |
| 50 | AAPL | Apple Inc | -15.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Summit Securities Group LLC 在 Q4 2024 季度的美股持仓总市值约为 US$10.5亿，共申报了 599 个公开持股仓位。
在 Q4 2024 季度，Summit Securities Group LLC 按市值排列的前三大核心持股分别为：AVGO (11.7%)、SPY (8.5%)、SPY (4.8%)。其中最大持股仓位 AVGO 占据整体投资组合约 11.7% 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。
本季最大新建仓标的
SPY
市值: US$4121.3万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$5894.9万
在 Q4 2024 季度中，Summit Securities Group LLC 共进行了 50 项持仓异动，包含新建仓 26 个仓位、加仓 6 个仓位、减仓 7 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 SPY。 本季清仓仓位包含 AAPL。
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。