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
116 檔
15.6%
根据最新整理的 13F 季度数据集，SWS Partners 于 Q3 2024 结束时的管理资产规模为 US$4.6亿。该机构在本季度申报了 116 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，SWS Partners 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
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 15.6%，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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.77% | -0.89% | +1.43% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.05% | -0.36% | +2.22% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.81% | -0.03% | +1.59% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-其他 | 3.20% | -0.50% | -1.42% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.14% | — | -2.44% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 2.42% | -0.58% | -14.14% | |
| 7 | NTRA | Natera Inc | 股票-医疗保健 | 2.37% | +0.32% | -28.67% | |
| 8 | PCT | Purecycle Technologies Inc | 股票-其他 | 2.22% | +1.19% | -18.07% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.09% | +0.45% | +0.00% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.96% | +0.02% | +3.34% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.72% | +0.02% | -12.08% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.51% | -0.26% | +1.97% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.38% | -0.01% | -0.49% | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.37% | -0.05% | +1.42% | |
| 15 | MRVL | Marvell Technology Inc | 股票-科技 | 1.33% | +0.51% | +9.25% | |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.25% | -0.01% | +0.96% | |
| 17 | AMBA | Ambarella, Inc. | 股票-科技 | 1.21% | +1.29% | -15.54% | |
| 18 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.19% | -0.30% | -5.67% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.18% | -0.07% | +1.17% | |
| 20 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 1.16% | -0.23% | +16.38% | |
| 21 | UBER | Uber Technologies Inc | 股票-工业 | 1.08% | -0.08% | -27.38% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.05% | -0.61% | EXIT | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.03% | -0.03% | -21.32% | |
| 24 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 1.02% | — | — | |
| 25 | TPR | Tapestry Inc | 股票-周期性消费 | 1.00% | — | -11.56% | |
| 26 | BLKCHF | Blackrock Inc | 股票-其他 | 0.99% | — | -30.32% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.04% | -33.16% | |
| 28 | FNF | Fidelity National Financial | 股票-金融 | 0.97% | -0.06% | -32.88% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.95% | -0.11% | -7.19% | |
| 30 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.93% | -0.11% | -9.83% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.92% | -0.06% | +0.38% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.91% | +0.07% | -12.79% | |
| 33 | MP | Mp Materials CORP | 股票-原材料 | 0.91% | +0.04% | -11.63% | |
| 34 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.88% | — | -30.13% | |
| 35 | MET | Metlife Inc | 股票-金融 | 0.88% | +0.02% | -38.10% | |
| 36 | XYZ | Block Inc | 股票-金融 | 0.88% | +0.18% | +65.43% | |
| 37 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.85% | -0.04% | -14.53% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.85% | -0.10% | -29.45% | |
| 39 | RH | Rh | 股票-周期性消费 | 0.85% | -0.16% | -26.89% | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.82% | -0.08% | +4939.67% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.81% | -0.08% | -6.85% | |
| 42 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.80% | -0.11% | -12.74% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.79% | -0.08% | -7.94% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | -0.36% | -55.53% | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.79% | -0.30% | -1.17% | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.78% | -0.15% | -24.63% | |
| 47 | GLW | Corning Inc | 股票-科技 | 0.78% | -0.23% | -5.61% | |
| 48 | OKTA | Okta Inc | 股票-科技 | 0.77% | +0.37% | +31.80% | |
| 49 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.77% | -0.11% | -24.68% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | +0.15% | -9.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.1% | +1.43% | 加仓 |
| 2 | SW | Smurfit Westrock Plc | +1% | NEW | 新建仓 |
| 3 | PM | Philip Morris International | +0.8% | +4939.67% | 加仓 |
| 4 | GD | General Dynamics CORP | +0.7% | +39352.63% | 加仓 |
| 5 | PCT | Purecycle Technologies Inc | +0.6% | -18.07% | 减仓 |
| 6 | APH | Amphenol Corp-cl A | +0.6% | NEW | 新建仓 |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +2.22% | 加仓 |
| 8 | MU | Micron Technology Inc | +0.5% | NEW | 新建仓 |
| 9 | SCHF | Schwab Intl Equity ETF | +0.5% | +1.59% | 加仓 |
| 10 | CIEN | Ciena CORP | +0.4% | +70.59% | 加仓 |
| 11 | XYZ | Block Inc | +0.4% | +65.43% | 加仓 |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.3% | +3.34% | 加仓 |
| 13 | 8QR | Confluent Inc-class A | +0.3% | NEW | 新建仓 |
| 14 | MRVL | Marvell Technology Inc | +0.2% | +9.25% | 加仓 |
| 15 | MP | Mp Materials CORP | +0.2% | -11.63% | 减仓 |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +1.17% | 加仓 |
| 17 | VYM | Vanguard High Dvd Yield ETF | +0.2% | -0.49% | 减仓 |
| 18 | MELI | Mercadolibre Inc | +0.2% | -9.83% | 减仓 |
| 19 | ORCL | Oracle CORP | +0.2% | -7.19% | 减仓 |
| 20 | NET | Cloudflare Inc - Class A | -0.1% | -10.02% | 减仓 |
| 21 | AMBA | Ambarella, Inc. | -0.1% | -15.54% | 减仓 |
| 22 | GH | Guardant Health Inc | -0.1% | +6.22% | 加仓 |
| 23 | SNOW | Snowflake Inc | -0.1% | -1.71% | 减仓 |
| 24 | AMAT | Applied Materials Inc | -0.1% | -10.00% | 减仓 |
| 25 | ABNB | Airbnb Inc-class A | -0.1% | -9.98% | 减仓 |
| 26 | ED | Consolidated Edison Inc | -0.1% | -30.85% | 减仓 |
| 27 | ISRG | Intuitive Surgical Inc | -0.1% | -33.77% | 减仓 |
| 28 | PINS | Pinterest Inc- Class A | -0.1% | +16.38% | 加仓 |
| 29 | BLKCHF | Blackrock Inc | -0.1% | -30.32% | 减仓 |
| 30 | FNF | Fidelity National Financial | -0.1% | -32.88% | 减仓 |
| 31 | DUK | Duke Energy CORP | -0.1% | -31.02% | 减仓 |
| 32 | ETN | Eaton Corporation plc | -0.1% | -21.32% | 减仓 |
| 33 | AMZN | Amazon.com Inc | -0.2% | -12.08% | 减仓 |
| 34 | KMB | Kimberly-clark CORP | -0.2% | -37.17% | 减仓 |
| 35 | LYB | LyondellBasell Industries N.V. | -0.2% | -29.80% | 减仓 |
| 36 | MPC | Marathon Petroleum CORP | -0.3% | -24.68% | 减仓 |
| 37 | UPS | United Parcel Service-cl B | -0.3% | -29.92% | 减仓 |
| 38 | MET | Metlife Inc | -0.3% | -38.10% | 减仓 |
| 39 | PSX | Phillips 66 | -0.3% | -24.63% | 减仓 |
| 40 | UBER | Uber Technologies Inc | -0.3% | -27.38% | 减仓 |
| 41 | NTRA | Natera Inc | -0.3% | -28.67% | 减仓 |
| 42 | STZ | Constellation Brands Inc-a | -0.3% | -30.13% | 减仓 |
| 43 | JPM | Jpmorgan Chase & Co | -0.3% | -33.16% | 减仓 |
| 44 | WFC | Wells Fargo & Co | -0.3% | -29.45% | 减仓 |
| 45 | TEAM | Atlassian Corp-cl A | -0.5% | EXIT | 清仓 |
| 46 | COST | Costco Wholesale CORP | -0.6% | EXIT | 清仓 |
| 47 | MDLZ | Mondelez International Inc-a | -0.6% | EXIT | 清仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -1% | -55.53% | 减仓 |
| 49 | WRKUSD | Westrock Co | -1.2% | EXIT | 清仓 |
| 50 | INTC | Intel CORP | -1.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，SWS Partners 在 Q3 2024 季度的美股持仓总市值约为 US$4.6亿，共申报了 116 个公开持股仓位。
在 Q3 2024 季度，SWS Partners 按市值排列的前三大核心持股分别为：IVV (8.8%)、IJH (4.0%)、SCHF (3.8%)。其中最大持股仓位 IVV 占据整体投资组合约 8.8% 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
SW
市值: US$319.9万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$394.8万
在 Q3 2024 季度中，SWS Partners 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 12 个仓位、减仓 29 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SW。 本季清仓仓位包含 INTC。
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。