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: 0001731731
申报总市值
US$4.6亿
US$4.6亿
118 檔
15.8%
在 Q4 2024 申报期间，SWS Partners（CIK: 0001731731）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.6亿，共持有 118 个公开申报仓位。
在 Q4 2024，SWS Partners 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 26 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，SWS Partners 的前 5 大核心持股（包含 IVV, IJH, SCHR 等）合计占整体申报市值的 15.8%，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 | 9.57% | -0.89% | +12.44% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.85% | -0.36% | -0.00% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-其他 | 3.45% | -0.50% | +136.91% | |
| 4 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 2.87% | -0.58% | +31.56% | |
| 5 | NTRA | Natera Inc | 股票-医疗保健 | 2.47% | +0.32% | -12.18% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.39% | +0.45% | +9.04% | |
| 7 | PCT | Purecycle Technologies Inc | 股票-其他 | 2.29% | +1.19% | +0.41% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.18% | — | +113.71% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.90% | +0.02% | -1.43% | |
| 10 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 1.83% | -0.14% | — | |
| 11 | MRVL | Marvell Technology Inc | 股票-科技 | 1.79% | +0.51% | -7.73% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.71% | -0.03% | +4.69% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.54% | -0.26% | +11.82% | |
| 14 | AMBA | Ambarella, Inc. | 股票-科技 | 1.48% | +1.29% | +0.37% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.34% | -0.30% | +24.93% | |
| 16 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 1.27% | -0.23% | +28.16% | |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.26% | -0.05% | -0.98% | |
| 18 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 1.23% | -0.13% | — | |
| 19 | RH | Rh | 股票-周期性消费 | 1.12% | -0.16% | +18.31% | |
| 20 | GH | Guardant Health Inc | 股票-医疗保健 | 1.12% | +0.61% | +44.32% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.11% | -0.07% | +7.57% | |
| 22 | OKTA | Okta Inc | 股票-科技 | 1.07% | +0.37% | +38.26% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.04% | -0.61% | EXIT | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.04% | -1.49% | |
| 25 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 1.04% | — | -1.88% | |
| 26 | ETN | Eaton Corporation plc | 股票-工业 | 1.01% | -0.03% | +3.38% | |
| 27 | UBER | Uber Technologies Inc | 股票-工业 | 0.98% | -0.08% | +19.34% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.98% | -0.08% | +28.98% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.97% | -0.10% | -3.14% | |
| 30 | BLK | Blackrock Inc | 股票-金融 | 0.97% | -0.11% | — | |
| 31 | CIEN | Ciena CORP | 股票-科技 | 0.97% | +0.01% | +0.63% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.96% | -0.30% | +32.40% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.96% | -0.08% | +33.12% | |
| 34 | SNOW | Snowflake Inc | 股票-科技 | 0.94% | +0.54% | +11.28% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.92% | -0.04% | +25.48% | |
| 36 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.91% | -0.11% | +32.88% | |
| 37 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.90% | +0.06% | -6.59% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.89% | -0.11% | +1.35% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.89% | -0.08% | +14.09% | |
| 40 | XYZ | Block Inc | 股票-金融 | 0.86% | +0.18% | -18.72% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.85% | -0.06% | -1.90% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | -0.36% | -4.83% | |
| 43 | FNF | Fidelity National Financial | 股票-金融 | 0.81% | -0.06% | -3.82% | |
| 44 | MET | Metlife Inc | 股票-金融 | 0.80% | +0.02% | -3.52% | |
| 45 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 0.80% | -0.11% | — | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | +0.15% | +5.87% | |
| 47 | GLW | Corning Inc | 股票-科技 | 0.78% | -0.23% | +0.27% | |
| 48 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.78% | +0.07% | -0.24% | |
| 49 | MP | Mp Materials CORP | 股票-原材料 | 0.77% | +0.04% | +0.44% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | +0.02% | -58.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IDUB | Aptus Intl Enhan Yld ETF | +1.8% | NEW | 新建仓 |
| 2 | OSCV | Opus Small Cap Value ETF | +1.2% | NEW | 新建仓 |
| 3 | BLK | Blackrock Inc | +1% | NEW | 新建仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.8% | +12.44% | 加仓 |
| 5 | DRSK | Aptus Defined Risk ETF | +0.8% | NEW | 新建仓 |
| 6 | ANET | Arista Networks Inc | +0.7% | NEW | 新建仓 |
| 7 | GH | Guardant Health Inc | +0.5% | +44.32% | 加仓 |
| 8 | MRVL | Marvell Technology Inc | +0.5% | -7.73% | 减仓 |
| 9 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.5% | +31.56% | 加仓 |
| 10 | CPRI | Capri Holdings Limited | +0.4% | NEW | 新建仓 |
| 11 | NVDA | Nvidia CORP | +0.3% | +9.04% | 加仓 |
| 12 | OKTA | Okta Inc | +0.3% | +38.26% | 加仓 |
| 13 | SNOW | Snowflake Inc | +0.3% | +11.28% | 加仓 |
| 14 | AMBA | Ambarella, Inc. | +0.3% | +0.37% | 加仓 |
| 15 | RH | Rh | +0.3% | +18.31% | 加仓 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +217.34% | 加仓 |
| 17 | SCHR | Schwab Intermediate-term US | +0.3% | +136.91% | 加仓 |
| 18 | CIEN | Ciena CORP | +0.2% | +0.63% | 加仓 |
| 19 | SCHP | Schwab U.s. Tips ETF | +0.2% | NEW | 新建仓 |
| 20 | 8QR | Confluent Inc-class A | +0.2% | +36.96% | 加仓 |
| 21 | AMZN | Amazon.com Inc | +0.2% | -1.43% | 减仓 |
| 22 | XLE | Ss Energy Select Sector | +0.2% | +32.40% | 加仓 |
| 23 | AAPL | Apple Inc | +0.2% | +57.44% | 加仓 |
| 24 | HZO | Marinemax Inc | +0.2% | NEW | 新建仓 |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +33.12% | 加仓 |
| 26 | USHY | Ishares Broad Usd High Yield | +0.2% | +28.98% | 加仓 |
| 27 | TSLA | Tesla Inc | +0.2% | +103.38% | 加仓 |
| 28 | PFFD | Global X US Preferred ETF | +0.2% | +24.93% | 加仓 |
| 29 | NET | Cloudflare Inc - Class A | +0.1% | -6.59% | 减仓 |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +104.70% | 加仓 |
| 31 | WFC | Wells Fargo & Co | +0.1% | -3.14% | 减仓 |
| 32 | PINS | Pinterest Inc- Class A | +0.1% | +28.16% | 加仓 |
| 33 | HDEF | Xtrackers Msci Eafe High Div | +0.1% | +32.88% | 加仓 |
| 34 | MSFT | Microsoft CORP | +0.1% | +49.01% | 加仓 |
| 35 | NTRA | Natera Inc | +0.1% | -12.18% | 减仓 |
| 36 | PCT | Purecycle Technologies Inc | +0.1% | +0.41% | 加仓 |
| 37 | MLPA | Global X Mlp ETF | -0.1% | -63.26% | 减仓 |
| 38 | ISRG | Intuitive Surgical Inc | -0.1% | -41.34% | 减仓 |
| 39 | MELI | Mercadolibre Inc | -0.2% | +0.07% | 加仓 |
| 40 | YEAR | AB Ultra Short Income ETF | -0.3% | EXIT | 清仓 |
| 41 | VYMI | Vanguard Int High Dvd Yld In | -0.3% | -75.36% | 减仓 |
| 42 | TPR | Tapestry Inc | -0.3% | -48.96% | 减仓 |
| 43 | STZ | Constellation Brands Inc-a | -0.5% | -40.29% | 减仓 |
| 44 | ANETEUR | Arista Networks Inc | -0.6% | EXIT | 清仓 |
| 45 | SCHX | Schwab US Large-cap ETF | -1% | +113.71% | 加仓 |
| 46 | BLKCHF | Blackrock Inc | -1% | EXIT | 清仓 |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | -1% | -77.44% | 减仓 |
| 48 | IJR | Ishares Core S&p Small-cap E | -1.2% | -58.18% | 减仓 |
| 49 | VYM | Vanguard High Dvd Yield ETF | -1.2% | -86.23% | 减仓 |
| 50 | SCHF | Schwab Intl Equity ETF | -2.1% | +4.69% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，SWS Partners 在 Q4 2024 季度的美股持仓总市值约为 US$4.6亿，共申报了 118 个公开持股仓位。
在 Q4 2024 季度，SWS Partners 按市值排列的前三大核心持股分别为：IVV (9.6%)、IJH (3.9%)、SCHR (3.5%)。其中最大持股仓位 IVV 占据整体投资组合约 9.6% 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
IDUB
市值: US$603.5万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$309.8万
在 Q4 2024 季度中，SWS Partners 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 26 个仓位、减仓 13 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 IDUB。 本季清仓仓位包含 BLKCHF。
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。