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: 0001629931
申报总市值
US$9.1亿
US$9.1亿
159 檔
20.4%
在 Q3 2024 申报期间，Teamwork Financial Advisors, LLC（CIK: 0001629931）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$9.1亿，共持有 159 个公开申报仓位。
在 Q3 2024，Teamwork Financial Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 20 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Teamwork Financial Advisors, LLC 的前 5 大核心持股（包含 AAPL, JEPI, AMZN 等）合计占整体申报市值的 20.4%，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
EMR
市值: US$327.5万
本季最大获利了结 / 清仓标的
AMZN
前期市值: US$3583.7万
| # | 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 | AAPL | Apple Inc | 股票-科技 | 8.21% | +0.03% | +4.26% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.85% | -0.06% | -0.54% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.62% | +0.87% | -3.57% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.44% | +0.24% | +5.19% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.56% | +0.81% | +3.85% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.09% | +0.01% | -1.40% | |
| 7 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.94% | — | +9.61% | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 2.90% | — | +1.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.58% | +0.09% | -0.19% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.49% | -1.64% | +46.27% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.47% | +0.12% | -1.98% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.44% | +0.34% | -7.36% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 2.43% | +0.09% | +19.52% | |
| 14 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.37% | -0.01% | +0.56% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.29% | +0.05% | +258.85% | |
| 16 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型股 | 2.22% | — | +13.94% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.21% | -1.05% | -5.36% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.19% | -0.04% | +41.35% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 2.19% | -0.02% | +5.45% | |
| 20 | TDG | Transdigm Group Inc | 股票-工业 | 2.16% | — | +9.05% | |
| 21 | GWW | Ww Grainger Inc | 股票-工业 | 1.99% | — | +4.01% | |
| 22 | AMGN | Amgen Inc | 股票-医疗保健 | 1.97% | -0.03% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | -0.09% | -1.15% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 1.84% | +0.01% | -9.28% | |
| 25 | FANG | Diamondback Energy Inc | 股票-能源 | 1.84% | +0.02% | -40.92% | |
| 26 | WMB | Williams Cos Inc | 股票-能源 | 1.77% | — | +2955.24% | |
| 27 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 1.72% | — | +2490.00% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.70% | -0.04% | EXIT | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 1.17% | -0.11% | +9.11% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | -1.66% | EXIT | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.85% | +0.07% | +23.91% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.68% | -0.03% | +11.73% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.67% | -1.10% | +4.45% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.65% | — | +1588.13% | |
| 35 | AXON | Axon Enterprise Inc | 股票-工业 | 0.59% | — | +39.56% | |
| 36 | ZS | Zscaler Inc | 股票-科技 | 0.52% | — | +10.90% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | +0.02% | -4.53% | |
| 38 | KLAC | Kla CORP | 股票-科技 | 0.50% | -0.37% | +8.43% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.50% | -0.03% | -37.74% | |
| 40 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.49% | +0.32% | +19.43% | |
| 41 | EMR | Emerson Electric Co | 股票-工业 | 0.45% | -0.02% | EXIT | |
| 42 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.45% | — | — | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.43% | -0.10% | — | |
| 44 | SPGI | S&p Global Inc | 股票-金融 | 0.43% | — | — | |
| 45 | IR | Ingersoll-rand Inc | 股票-工业 | 0.40% | — | — | |
| 46 | DIVY | Tidal ETF Trust - Sound Equity Income ETF | ETF-其他 | 0.38% | — | -3.91% | |
| 47 | GRMN | Garmin Ltd. | 股票-科技 | 0.38% | — | +173.71% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | -0.43% | +1.03% | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.35% | +0.08% | -16.15% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.31% | -0.41% | -30.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +1.9% | +4946.44% | 加仓 |
| 2 | WMB | Williams Cos Inc | +1.7% | +2955.24% | 加仓 |
| 3 | JPME | JPM Diver Ret US Mc Equity | +1.7% | +2490.00% | 加仓 |
| 4 | COST | Costco Wholesale CORP | +1.6% | +258.85% | 加仓 |
| 5 | IJR | Ishares Core S&p Small-cap E | +1.6% | +2082.67% | 加仓 |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +46.27% | 加仓 |
| 7 | VRTX | Vertex Pharmaceuticals Inc | +0.6% | +1588.13% | 加仓 |
| 8 | AAPL | Apple Inc | +0.6% | +4.26% | 加仓 |
| 9 | XLF | Ss Financial Select Sector | +0.5% | +19.52% | 加仓 |
| 10 | EMR | Emerson Electric Co | +0.5% | NEW | 新建仓 |
| 11 | CL | Colgate-palmolive Co | +0.5% | NEW | 新建仓 |
| 12 | VLO | Valero Energy CORP | +0.4% | NEW | 新建仓 |
| 13 | SPGI | S&p Global Inc | +0.4% | NEW | 新建仓 |
| 14 | IR | Ingersoll-rand Inc | +0.4% | NEW | 新建仓 |
| 15 | JPSE | JPM Diversified Rt Small Cap | +0.3% | +13.94% | 加仓 |
| 16 | ANETEUR | Arista Networks Inc | +0.3% | +9.61% | 加仓 |
| 17 | CAT | Caterpillar Inc | +0.3% | +5.45% | 加仓 |
| 18 | TSLA | Tesla Inc | +0.3% | +9.11% | 加仓 |
| 19 | LDOS | Leidos Holdings Inc | +0.3% | NEW | 新建仓 |
| 20 | TDG | Transdigm Group Inc | +0.3% | +9.05% | 加仓 |
| 21 | AXON | Axon Enterprise Inc | +0.3% | +39.56% | 加仓 |
| 22 | GRMN | Garmin Ltd. | +0.2% | +173.71% | 加仓 |
| 23 | GWW | Ww Grainger Inc | +0.2% | +4.01% | 加仓 |
| 24 | SBUX | Starbucks CORP | +0.2% | NEW | 新建仓 |
| 25 | O | Realty Income CORP | +0.2% | NEW | 新建仓 |
| 26 | NKE | Nike Inc -cl B | +0.2% | NEW | 新建仓 |
| 27 | AMD | Advanced Micro Devices | +0.1% | +23.91% | 加仓 |
| 28 | ORCL | Oracle CORP | +0.1% | -7.36% | 减仓 |
| 29 | ISRG | Intuitive Surgical Inc | +0.1% | +0.56% | 加仓 |
| 30 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +1.84% | 加仓 |
| 31 | XLI | Ss Industrial Select Sector | +0.1% | -1.98% | 减仓 |
| 32 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -0.54% | 减仓 |
| 33 | DVN | Devon Energy CORP | -0.2% | -64.42% | 减仓 |
| 34 | STZ | Constellation Brands Inc-a | -0.2% | -72.51% | 减仓 |
| 35 | COP | Conocophillips | -0.3% | -84.75% | 减仓 |
| 36 | DECK | Deckers Outdoor CORP | -0.3% | -11.56% | 减仓 |
| 37 | CRM | Salesforce Inc | -0.3% | -85.63% | 减仓 |
| 38 | PSX | Phillips 66 | -0.3% | -78.91% | 减仓 |
| 39 | JEPQ | JPM Nasdaq Equity Premium | -0.4% | -37.74% | 减仓 |
| 40 | ODFL | Old Dominion Freight Line | -0.4% | -86.94% | 减仓 |
| 41 | MPC | Marathon Petroleum CORP | -0.5% | -76.33% | 减仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.19% | 减仓 |
| 43 | AMZN | Amazon.com Inc | -0.7% | -3.57% | 减仓 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -1.4% | -91.25% | 减仓 |
| 45 | LLY | Eli Lilly & Co | -1.4% | -89.19% | 减仓 |
| 46 | CMG | Chipotle Mexican Grill Inc | -1.5% | -87.82% | 减仓 |
| 47 | EOG | Eog Resources Inc | -1.6% | -90.22% | 减仓 |
| 48 | IJH | Ishares Core S&p Midcap ETF | -1.7% | -90.02% | 减仓 |
| 49 | NOW | Servicenow Inc | -1.7% | -87.32% | 减仓 |
| 50 | FANG | Diamondback Energy Inc | -2% | -40.92% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Teamwork Financial Advisors, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$9.1亿，共申报了 159 个公开持股仓位。
在 Q3 2024 季度，Teamwork Financial Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (8.2%)、JEPI (4.8%)、AMZN (4.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.2% 的权重。
在 Q3 2024 季度中，Teamwork Financial Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 20 个仓位、减仓 21 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 EMR。
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。