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
99 檔
17.2%
在 Q3 2024 申报期间，Symmetry Investments LP（CIK: 0001691919）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$14.8亿，共持有 99 个公开申报仓位。
在 Q3 2024，Symmetry Investments LP 展现出较为审慎的避险与获利了结姿态。本季共减仓 38 个仓位并完全清仓 101 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，Symmetry Investments LP 的前 5 大核心持股（包含 HES, MSFT, AMAT 等）合计占整体申报市值的 17.2%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
IWM
市值: US$3536.6万
本季最大获利了结 / 清仓标的
PYPL
前期市值: US$2761.6万
| # | 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 | HES | Hess CORP | 股票-其他 | 10.37% | — | -37.88% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.36% | -1.51% | +56.70% | |
| 3 | AMAT | Applied Materials Inc | 股票-科技 | 6.05% | -0.08% | +1818.92% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.99% | -1.48% | -21.52% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.97% | — | — | |
| 6 | ASML | ASML Holding N.V. | 股票-科技 | 4.71% | -3.82% | — | |
| 7 | TGT | Target CORP | 股票-周期性消费 | 3.99% | -0.15% | EXIT | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.92% | — | +54.18% | |
| 9 | SPHR | Sphere Entertainment Co | 股票-通信服务 | 1.97% | -0.20% | +1484.37% | |
| 10 | IR | Ingersoll-rand Inc | 股票-工业 | 1.86% | -0.34% | EXIT | |
| 11 | UBER | Uber Technologies Inc | 股票-工业 | 1.78% | -1.92% | +67.37% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.74% | -0.06% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.62% | — | -52.87% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.41% | -1.74% | -67.93% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.41% | — | +280.78% | |
| 16 | TDG | Transdigm Group Inc | 股票-工业 | 1.40% | — | -36.67% | |
| 17 | FWONK | Liberty Media Corp-formula-c | 股票-通信服务 | 1.34% | -1.41% | -14.63% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.30% | -0.01% | — | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.22% | -3.54% | — | |
| 20 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.10% | — | +637.29% | |
| 21 | GEV | GE Vernova Inc | 股票-工业 | 1.08% | +0.04% | -71.04% | |
| 22 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 1.05% | — | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | — | -55.03% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | — | -36.99% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.99% | — | — | |
| 26 | WDC | Western Digital CORP | 股票-科技 | 0.98% | +0.10% | NEW | |
| 27 | CVNA | Carvana Co | 股票-周期性消费 | 0.95% | — | +0.66% | |
| 28 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 0.88% | -0.68% | -25.18% | |
| 29 | PH | Parker Hannifin CORP | 股票-工业 | 0.83% | — | +147.37% | |
| 30 | AES | Aes CORP | 股票-公用事业 | 0.80% | — | +34.49% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.79% | — | -75.92% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | +0.25% | NEW | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.79% | — | -13.66% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | -60.81% | |
| 35 | ✓ | On Holding AG | 股票-其他 | 0.76% | — | +0.12% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.74% | — | — | |
| 37 | DAL | Delta Air Lines Inc | 股票-工业 | 0.71% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | -14.12% | |
| 39 | FWONA | Liberty Media Corp-formula-a | 股票-其他 | 0.69% | -0.11% | -25.10% | |
| 40 | VMC | Vulcan Materials Co | 股票-原材料 | 0.69% | +0.38% | NEW | |
| 41 | TXN | Texas Instruments Inc | 股票-科技 | 0.67% | +0.25% | NEW | |
| 42 | CPRT | Copart Inc | 股票-工业 | 0.65% | — | — | |
| 43 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.61% | — | -35.63% | |
| 44 | TSLA | Tesla Inc | 股票-周期性消费 | 0.57% | +0.14% | NEW | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | — | — | |
| 46 | PLNT | Planet Fitness Inc - Cl A | 股票-周期性消费 | 0.53% | — | — | |
| 47 | FTV | Fortive CORP | 股票-科技 | 0.51% | — | — | |
| 48 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.50% | — | -78.91% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.49% | — | -9.74% | |
| 50 | VALE | Vale Sa-sp Adr | 股票-原材料 | 0.49% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +5.8% | +1818.92% | 加仓 |
| 2 | MSFT | Microsoft CORP | +3.9% | +56.70% | 加仓 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2% | +54.18% | 加仓 |
| 4 | SPHR | Sphere Entertainment Co | +1.9% | +1484.37% | 加仓 |
| 5 | XLRE | Ss Real Estate Select Sector | +1.2% | +280.78% | 加仓 |
| 6 | ANETEUR | Arista Networks Inc | +1% | +637.29% | 加仓 |
| 7 | UBER | Uber Technologies Inc | +1% | +67.37% | 加仓 |
| 8 | IR | Ingersoll-rand Inc | +0.9% | +44.16% | 加仓 |
| 9 | PH | Parker Hannifin CORP | +0.6% | +147.37% | 加仓 |
| 10 | CVNA | Carvana Co | +0.4% | +0.66% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.4% | +82.18% | 加仓 |
| 12 | AES | Aes CORP | +0.4% | +34.49% | 加仓 |
| 13 | GLD | Spdr Gold Shares | +0.4% | +296.97% | 加仓 |
| 14 | ✓ | On Holding AG | +0.3% | +0.12% | 加仓 |
| 15 | AMD | Advanced Micro Devices | +0.3% | +161.02% | 加仓 |
| 16 | FSLR | First Solar Inc | +0.2% | +182.32% | 加仓 |
| 17 | SMH | Vaneck Semiconductor ETF | +0.2% | +144.27% | 加仓 |
| 18 | FWONK | Liberty Media Corp-formula-c | +0.2% | -14.63% | 减仓 |
| 19 | URI | United Rentals Inc | +0.2% | -1.31% | 减仓 |
| 20 | COF | Capital One Financial CORP | +0.1% | +15.86% | 加仓 |
| 21 | XLE | Ss Energy Select Sector | +0.1% | +22.63% | 加仓 |
| 22 | CPRT | Copart Inc | +0.1% | — | 不变 |
| 23 | BE | Bloom Energy Corp- A | +0.1% | +213.40% | 加仓 |
| 24 | WBA | Walgreens Boots Alliance Inc | +0.1% | +378.47% | 加仓 |
| 25 | DHR | Danaher CORP | +0.1% | -9.74% | 减仓 |
| 26 | COST | Costco Wholesale CORP | +0.1% | -13.66% | 减仓 |
| 27 | RACE | Ferrari N.V. | +0.1% | -12.50% | 减仓 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | -14.12% | 减仓 |
| 29 | TKO | Tko Group Holdings Inc | +0.1% | -25.18% | 减仓 |
| 30 | DELL | Dell Technologies -c | 0% | +54.29% | 加仓 |
| 31 | HD | Home Depot Inc | 0% | -18.70% | 减仓 |
| 32 | EQIX | Equinix Inc | 0% | -17.72% | 减仓 |
| 33 | FWONA | Liberty Media Corp-formula-a | 0% | -25.10% | 减仓 |
| 34 | 75Z | Soho House & Co Inc | 0% | +82.90% | 加仓 |
| 35 | SNOW | Snowflake Inc | 0% | +36.36% | 加仓 |
| 36 | OXY | Occidental Petroleum CORP | — | -2.25% | 减仓 |
| 37 | RUN | Sunrun Inc | — | -47.24% | 减仓 |
| 38 | LYV | Live Nation Entertainment In | 0% | -33.06% | 减仓 |
| 39 | ENVX | Enovix CORP | 0% | — | 不变 |
| 40 | MRVL | Marvell Technology Inc | 0% | -25.99% | 减仓 |
| 41 | MRVI | Maravai Lifesciences Hldgs-a | 0% | -56.52% | 减仓 |
| 42 | HWM | Howmet Aerospace Inc | 0% | -50.62% | 减仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | -35.63% | 减仓 |
| 44 | W | Wayfair Inc- Class A | -0.1% | -60.80% | 减仓 |
| 45 | TMUS | T-mobile US Inc | -0.1% | -45.91% | 减仓 |
| 46 | XLV | Ss Health Care Select Sector | -0.1% | -46.78% | 减仓 |
| 47 | MMM | 3m Co | -0.1% | -66.29% | 减仓 |
| 48 | TDG | Transdigm Group Inc | -0.2% | -36.67% | 减仓 |
| 49 | V | Visa Inc-class A Shares | -0.2% | -36.99% | 减仓 |
| 50 | SPOT | Spotify Technology S.A. | -0.2% | -75.56% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Symmetry Investments LP 在 Q3 2024 季度的美股持仓总市值约为 US$14.8亿，共申报了 99 个公开持股仓位。
在 Q3 2024 季度，Symmetry Investments LP 按市值排列的前三大核心持股分别为：HES (10.4%)、MSFT (8.4%)、AMAT (6.0%)。其中最大持股仓位 HES 占据整体投资组合约 10.4% 的权重。
在 Q3 2024 季度中，Symmetry Investments LP 共进行了 198 项持仓异动，包含新建仓 35 个仓位、加仓 24 个仓位、减仓 38 个仓位以及清仓 101 个仓位。 其中最大新建仓标的为 IWM。 本季清仓仓位包含 PYPL。
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。
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。
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。