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: 0001691919
申报总市值
US$14.8亿
US$14.8亿
161 檔
67.3%
Q1 2024 季度申报显示，Symmetry Investments LP 披露的美股组合总市值为 US$14.8亿，涵盖 161 个不同之权益投资仓位。
在 Q1 2024，Symmetry Investments LP 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 18 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Symmetry Investments LP 的前 5 大核心持股（包含 BAC, HES, MSFT 等）合计占整体申报市值的 67.3%，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 | BAC | Bank Of America CORP | 股票-金融 | 35.85% | — | +0.37% | |
| 2 | HES | Hess CORP | 股票-其他 | 11.02% | — | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.97% | -1.51% | +110.66% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 3.68% | -0.06% | — | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.00% | -1.48% | +1.17% | |
| 6 | XLE | Ss Energy Select Sector | ETF-其他 | 2.39% | -0.66% | EXIT | |
| 7 | NSC | Norfolk Southern CORP | 股票-工业 | 2.09% | +8.97% | +136.23% | |
| 8 | MSTR | Strategy Inc | 股票-科技 | 1.85% | — | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.63% | — | +18.18% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | -1.74% | -6.85% | |
| 11 | UNP | Union Pacific CORP | 股票-工业 | 1.36% | -7.52% | +90.81% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.34% | -0.14% | EXIT | |
| 13 | TDG | Transdigm Group Inc | 股票-工业 | 0.91% | — | -45.40% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 0.91% | +0.19% | -32.38% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 0.82% | +0.25% | NEW | |
| 16 | WDC | Western Digital CORP | 股票-科技 | 0.81% | +0.10% | NEW | |
| 17 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 0.76% | -0.68% | +182.51% | |
| 18 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.75% | — | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | +788.94% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.68% | — | +78.45% | |
| 21 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.67% | — | — | |
| 22 | FWONK | Liberty Media Corp-formula-c | 股票-通信服务 | 0.63% | -1.41% | -31.32% | |
| 23 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.52% | — | -8.19% | |
| 24 | URI | United Rentals Inc | 股票-工业 | 0.51% | — | +87.62% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.50% | — | +186.38% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | — | — | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.46% | — | -74.64% | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 0.45% | — | +218.95% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.45% | — | -74.45% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.45% | — | +1065.83% | |
| 31 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.43% | — | +230.11% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.42% | -0.08% | -22.98% | |
| 33 | GM | General Motors Co | 股票-周期性消费 | 0.40% | — | — | |
| 34 | IR | Ingersoll-rand Inc | 股票-工业 | 0.40% | -0.34% | EXIT | |
| 35 | CCJ | Cameco CORP | 股票-能源 | 0.40% | — | — | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.39% | — | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.39% | — | -81.69% | |
| 38 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.37% | — | +531.97% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | — | -65.50% | |
| 40 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.36% | — | -13.87% | |
| 41 | EME | Emcor Group Inc | 股票-工业 | 0.33% | — | — | |
| 42 | P | Everpure Inc-a | 股票-科技 | 0.33% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.33% | +0.25% | NEW | |
| 44 | UBER | Uber Technologies Inc | 股票-工业 | 0.33% | -1.92% | -29.52% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | — | -44.40% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.32% | — | -21.76% | |
| 47 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.32% | — | — | |
| 48 | MRVL | Marvell Technology Inc | 股票-科技 | 0.31% | +0.10% | NEW | |
| 49 | FWONA | Liberty Media Corp-formula-a | 股票-其他 | 0.29% | -0.11% | +20.50% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.28% | — | +128.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.9% | +110.66% | 加仓 |
| 2 | XLE | Ss Energy Select Sector | +2.3% | +2145.47% | 加仓 |
| 3 | NSC | Norfolk Southern CORP | +1.1% | +136.23% | 加仓 |
| 4 | V | Visa Inc-class A Shares | +0.7% | +788.94% | 加仓 |
| 5 | UNP | Union Pacific CORP | +0.5% | +90.81% | 加仓 |
| 6 | TKO | Tko Group Holdings Inc | +0.5% | +182.51% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.4% | -6.85% | 减仓 |
| 8 | RTX | Rtx CORP | +0.4% | +1065.83% | 加仓 |
| 9 | WDC | Western Digital CORP | +0.4% | +66.59% | 加仓 |
| 10 | CRM | Salesforce Inc | +0.3% | +186.38% | 加仓 |
| 11 | BKNG | Booking Holdings Inc | +0.3% | +531.97% | 加仓 |
| 12 | DHR | Danaher CORP | +0.3% | +218.95% | 加仓 |
| 13 | ULTA | Ulta Beauty Inc | +0.3% | +230.11% | 加仓 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.3% | +78.45% | 加仓 |
| 15 | URI | United Rentals Inc | +0.3% | +87.62% | 加仓 |
| 16 | WMT | Walmart Inc | +0.2% | +267.65% | 加仓 |
| 17 | IWM | Ishares Russell 2000 ETF | 0% | +18.18% | 加仓 |
| 18 | AMZN | Amazon.com Inc | 0% | +1.17% | 加仓 |
| 19 | VFC | Vf CORP | -0.4% | -92.23% | 减仓 |
| 20 | CAT | Caterpillar Inc | -0.5% | -75.70% | 减仓 |
| 21 | AAPL | Apple Inc | -0.5% | -56.48% | 减仓 |
| 22 | TDG | Transdigm Group Inc | -0.8% | -45.40% | 减仓 |
| 23 | ABNB | Airbnb Inc-class A | -0.8% | -78.21% | 减仓 |
| 24 | AEHR | Aehr Test Systems | -0.8% | -74.70% | 减仓 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | -65.50% | 减仓 |
| 26 | IR | Ingersoll-rand Inc | -1.1% | -74.17% | 减仓 |
| 27 | HD | Home Depot Inc | -1.5% | -74.64% | 减仓 |
| 28 | DE | Deere & Co | -1.6% | -74.45% | 减仓 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2% | -81.69% | 减仓 |
| 30 | BAC | Bank Of America CORP | -2.6% | +0.37% | 加仓 |
| 31 | HES | Hess CORP | — | NEW | 新建仓 |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | 清仓 |
| 33 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建仓 |
| 34 | MSTR | Strategy Inc | — | NEW | 新建仓 |
| 35 | FXI | Ishares China Large-cap ETF | — | EXIT | 清仓 |
| 36 | KRE | Ss Spdr S&p Regional Bank | — | EXIT | 清仓 |
| 37 | OXY | Occidental Petroleum CORP | — | NEW | 新建仓 |
| 38 | PYPL | Paypal Holdings Inc | — | NEW | 新建仓 |
| 39 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 40 | DAL | Delta Air Lines Inc | — | EXIT | 清仓 |
| 41 | SLB | Slb LTD | — | EXIT | 清仓 |
| 42 | GM | General Motors Co | — | NEW | 新建仓 |
| 43 | CCJ | Cameco CORP | — | NEW | 新建仓 |
| 44 | XLRE | Ss Real Estate Select Sector | — | NEW | 新建仓 |
| 45 | STLD | Steel Dynamics Inc | — | EXIT | 清仓 |
| 46 | NEE | Nextera Energy Inc | — | EXIT | 清仓 |
| 47 | EME | Emcor Group Inc | — | NEW | 新建仓 |
| 48 | P | Everpure Inc-a | — | NEW | 新建仓 |
| 49 | RACE | Ferrari N.V. | — | NEW | 新建仓 |
| 50 | SCHW | Schwab (charles) CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Symmetry Investments LP 在 Q1 2024 季度的美股持仓总市值约为 US$14.8亿，共申报了 161 个公开持股仓位。
在 Q1 2024 季度，Symmetry Investments LP 按市值排列的前三大核心持股分别为：BAC (35.9%)、HES (11.0%)、MSFT (6.0%)。其中最大持股仓位 BAC 占据整体投资组合约 35.9% 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
HES
市值: US$1.8亿
本季最大获利了结 / 清仓标的
LQD
前期市值: US$6916.3万
在 Q1 2024 季度中，Symmetry Investments LP 共进行了 50 项持仓异动，包含新建仓 12 个仓位、加仓 18 个仓位、减仓 12 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 HES。 本季清仓仓位包含 LQD。
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。