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: 0001731731
申报总市值
US$4.6亿
US$4.6亿
310 檔
14.6%
SWS Partners 在 Q2 2024 季度的美股仓位总计估值为 US$4.6亿，分散于 310 个持仓标的之中，反映其市场参与广度与投资规模。
SWS Partners 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 19 档持股的同时，亦同步清仓 5 档并减仓 20 档标的。
在资产配置集中度方面，SWS Partners 的前 5 大核心持股（包含 IVV, IJH, SCHF 等）合计占整体申报市值的 14.6%，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 310 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.70% | -0.89% | -3.23% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.49% | -0.36% | -3.94% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.29% | -0.03% | -0.19% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.93% | -0.50% | -1.21% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.86% | — | -23.91% | |
| 6 | NTRA | Natera Inc | 股票-医疗保健 | 2.66% | +0.32% | -3.99% | |
| 7 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 2.34% | -0.58% | -0.55% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.99% | +0.45% | +803.79% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.91% | +0.02% | +4.64% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.83% | -0.36% | +5.79% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.62% | +0.02% | +1.11% | |
| 12 | PCT | Purecycle Technologies Inc | 股票-其他 | 1.58% | +1.19% | +3.27% | |
| 13 | UBER | Uber Technologies Inc | 股票-工业 | 1.35% | -0.08% | -14.51% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.33% | -0.26% | -2.04% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.04% | -5.42% | |
| 16 | AMBA | Ambarella, Inc. | 股票-科技 | 1.28% | +1.29% | +25.28% | |
| 17 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 1.28% | -0.23% | -2.17% | |
| 18 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.24% | -0.05% | -2.01% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.21% | -0.01% | +41.86% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.18% | -0.10% | -3.81% | |
| 21 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.18% | — | -7.37% | |
| 22 | INTC | Intel CORP | 股票-科技 | 1.18% | — | +13.47% | |
| 23 | WRKUSD | Westrock Co | 股票-其他 | 1.16% | — | -5.91% | |
| 24 | ETN | Eaton Corporation plc | 股票-工业 | 1.16% | -0.03% | +6.63% | |
| 25 | MET | Metlife Inc | 股票-金融 | 1.14% | +0.02% | -2.07% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.12% | -0.01% | +0.03% | |
| 27 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.12% | -0.30% | +2.05% | |
| 28 | MRVL | Marvell Technology Inc | 股票-科技 | 1.11% | +0.51% | +48.18% | |
| 29 | BLKCHF | Blackrock Inc | 股票-其他 | 1.10% | — | -1.64% | |
| 30 | FNF | Fidelity National Financial | 股票-金融 | 1.08% | -0.06% | -0.94% | |
| 31 | ACN | Accenture plc | 股票-科技 | 1.07% | -0.61% | EXIT | |
| 32 | PSX | Phillips 66 | 股票-能源 | 1.04% | -0.15% | +7.95% | |
| 33 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.02% | -0.11% | +8.64% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.00% | -0.07% | +0.14% | |
| 35 | TPR | Tapestry Inc | 股票-周期性消费 | 0.96% | — | -17.69% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工业 | 0.96% | — | -1.32% | |
| 37 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.93% | — | +9.29% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.85% | +0.07% | +2.19% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.85% | -0.06% | -25.40% | |
| 40 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.81% | +0.06% | +1.32% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.80% | -0.04% | +3.02% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.79% | -0.11% | — | |
| 43 | RH | Rh | 股票-周期性消费 | 0.79% | -0.16% | +1.45% | |
| 44 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.79% | -0.08% | +2.88% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.78% | -0.07% | -0.70% | |
| 46 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.78% | -0.11% | +1.48% | |
| 47 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.77% | -0.11% | +1.28% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.77% | -0.30% | +2.46% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.77% | -0.08% | -0.13% | |
| 50 | PFE | Pfizer Inc | 股票-医疗保健 | 0.76% | -0.06% | -5.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.8% | NEW | 新建仓 |
| 2 | WMT | Walmart Inc | +0.6% | NEW | 新建仓 |
| 3 | COST | Costco Wholesale CORP | +0.6% | NEW | 新建仓 |
| 4 | GH | Guardant Health Inc | +0.4% | +73.65% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +5.79% | 加仓 |
| 6 | ABNB | Airbnb Inc-class A | +0.4% | NEW | 新建仓 |
| 7 | NVDA | Nvidia CORP | +0.4% | +803.79% | 加仓 |
| 8 | MRVL | Marvell Technology Inc | +0.4% | +48.18% | 加仓 |
| 9 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +41.86% | 加仓 |
| 10 | ANETEUR | Arista Networks Inc | +0.3% | +91.44% | 加仓 |
| 11 | NTRA | Natera Inc | +0.3% | -3.99% | 减仓 |
| 12 | AMBA | Ambarella, Inc. | +0.3% | +25.28% | 加仓 |
| 13 | YEAR | AB Ultra Short Income ETF | +0.3% | NEW | 新建仓 |
| 14 | PINS | Pinterest Inc- Class A | +0.2% | -2.17% | 减仓 |
| 15 | AMZN | Amazon.com Inc | +0.2% | +4.64% | 加仓 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | 新建仓 |
| 17 | VGIT | Vanguard Intermediate-term T | +0.1% | +40.74% | 加仓 |
| 18 | TEAM | Atlassian Corp-cl A | +0.1% | +38.55% | 加仓 |
| 19 | ETN | Eaton Corporation plc | +0.1% | +6.63% | 加仓 |
| 20 | MP | Mp Materials CORP | -0.1% | +1.41% | 加仓 |
| 21 | SCHM | Schwab US Mid Cap ETF | -0.1% | -7.97% | 减仓 |
| 22 | SHOP | Shopify Inc - Class A | -0.1% | +1.34% | 加仓 |
| 23 | ABT | Abbott Laboratories | -0.1% | -0.70% | 减仓 |
| 24 | PSX | Phillips 66 | -0.1% | +7.95% | 加仓 |
| 25 | UPS | United Parcel Service-cl B | -0.1% | -1.32% | 减仓 |
| 26 | MET | Metlife Inc | -0.1% | -2.07% | 减仓 |
| 27 | BLKCHF | Blackrock Inc | -0.1% | -1.64% | 减仓 |
| 28 | MRK | Merck & Co. Inc. | -0.1% | -6.21% | 减仓 |
| 29 | FNF | Fidelity National Financial | -0.1% | -0.94% | 减仓 |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | -17.41% | 减仓 |
| 31 | MTCH | Match Group Inc | -0.1% | +1.35% | 加仓 |
| 32 | NET | Cloudflare Inc - Class A | -0.1% | +1.32% | 加仓 |
| 33 | HZO | Marinemax Inc | -0.1% | EXIT | 清仓 |
| 34 | XYZ | Block Inc | -0.1% | +1.35% | 加仓 |
| 35 | MSFT | Microsoft CORP | -0.1% | -36.29% | 减仓 |
| 36 | META | Meta Platforms Inc-class A | -0.2% | -20.75% | 减仓 |
| 37 | IXUS | Ishares Core Intl Stock ETF | -0.2% | -37.59% | 减仓 |
| 38 | STZ | Constellation Brands Inc-a | -0.2% | -7.37% | 减仓 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -64.29% | 减仓 |
| 40 | VC | Visteon CORP | -0.3% | EXIT | 清仓 |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -3.94% | 减仓 |
| 42 | INTC | Intel CORP | -0.3% | +13.47% | 加仓 |
| 43 | MUB | Ishares National Muni Bond E | -0.3% | -25.40% | 减仓 |
| 44 | RH | Rh | -0.3% | +1.45% | 加仓 |
| 45 | UBER | Uber Technologies Inc | -0.3% | -14.51% | 减仓 |
| 46 | TPR | Tapestry Inc | -0.3% | -17.69% | 减仓 |
| 47 | GPC | Genuine Parts Co | -0.7% | EXIT | 清仓 |
| 48 | TWLO | Twilio Inc - A | -0.7% | EXIT | 清仓 |
| 49 | CTSH | Cognizant Tech Solutions-a | -0.8% | EXIT | 清仓 |
| 50 | SCHX | Schwab US Large-cap ETF | -0.8% | -23.91% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，SWS Partners 在 Q2 2024 季度的美股持仓总市值约为 US$4.6亿，共申报了 310 个公开持股仓位。
在 Q2 2024 季度，SWS Partners 按市值排列的前三大核心持股分别为：IVV (7.7%)、IJH (3.5%)、SCHF (3.3%)。其中最大持股仓位 IVV 占据整体投资组合约 7.7% 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
ORCL
市值: US$265.9万
本季最大获利了结 / 清仓标的
CTSH
前期市值: US$255.1万
在 Q2 2024 季度中，SWS Partners 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 19 个仓位、减仓 20 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ORCL。 本季清仓仓位包含 CTSH。
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。