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: 0001541353
申报总市值
US$5.0亿
US$5.0亿
199 檔
12.7%
根据最新整理的 13F 季度数据集，Triangle Securities Wealth Management 于 Q3 2024 结束时的管理资产规模为 US$5.0亿。该机构在本季度申报了 199 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Triangle Securities Wealth Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 3 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，Triangle Securities Wealth Management 的前 5 大核心持股（包含 JAVA, SCHM, VGT 等）合计占整体申报市值的 12.7%，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 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 3.77% | -0.05% | +350.85% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.66% | +0.14% | +2.85% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.33% | +0.57% | -0.41% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.33% | -3.41% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.80% | +0.02% | -0.30% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.25% | -0.19% | +1.72% | |
| 7 | KKR | Kkr & Co Inc | 股票-金融 | 2.23% | -0.18% | -5.45% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.09% | +0.05% | -0.86% | |
| 9 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 2.09% | — | -2.68% | |
| 10 | SAMT | Strategas Macro Them Opps | ETF-其他 | 2.04% | +0.11% | -0.22% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.99% | +0.91% | -2.97% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.92% | -0.01% | -2.01% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.79% | +0.12% | +2.47% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.78% | +0.02% | +2.32% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.72% | -0.20% | -1.04% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.05% | -1.62% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -0.54% | -3.31% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.48% | +0.06% | -2.48% | |
| 19 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 1.22% | -0.04% | -1.31% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.21% | -0.03% | +3.93% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.20% | -0.01% | -2.04% | |
| 22 | BN | Brookfield CORP | 股票-金融 | 1.11% | -0.09% | +123.34% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.98% | +0.03% | -2.49% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.02% | +918.32% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.07% | -9.10% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | -0.07% | -2.03% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.89% | +0.11% | -7.99% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.89% | -0.01% | +1.80% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事业 | 0.88% | -0.14% | -2.31% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.88% | -0.17% | -0.62% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | -0.11% | -4.63% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.04% | -0.38% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | +0.02% | -3.10% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.76% | -0.14% | -3.36% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.75% | -0.16% | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.72% | -0.17% | -2.73% | |
| 37 | WAB | Wabtec CORP | 股票-工业 | 0.71% | -0.05% | +1.87% | |
| 38 | CAT | Caterpillar Inc | 股票-工业 | 0.71% | +0.28% | -1.43% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | -0.05% | -0.30% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.70% | -0.11% | -3.73% | |
| 41 | LIN | Linde plc | 股票-原材料 | 0.68% | -0.06% | -0.52% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.66% | +0.02% | +0.76% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.65% | +0.10% | +0.46% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.64% | -0.04% | -6.08% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.63% | -0.11% | -0.90% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.19% | +0.53% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.62% | +0.10% | -1.22% | |
| 48 | SAGP | Strategas Global Policy Opp | ETF-其他 | 0.62% | -0.07% | -3.88% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.60% | +0.01% | -1.76% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.59% | -0.03% | -0.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | +2.9% | +350.85% | 加仓 |
| 2 | BN | Brookfield CORP | +0.7% | +123.34% | 加仓 |
| 3 | FBND | Fidelity Total Bond ETF | +0.3% | NEW | 新建仓 |
| 4 | XLRE | Ss Real Estate Select Sector | +0.3% | +161.58% | 加仓 |
| 5 | QLTY | Gmo U.s. Quality ETF | +0.3% | NEW | 新建仓 |
| 6 | CPRT | Copart Inc | +0.2% | NEW | 新建仓 |
| 7 | BX | Blackstone Inc | +0.2% | -2.97% | 减仓 |
| 8 | LOW | Lowe's Cos Inc | +0.2% | -1.04% | 减仓 |
| 9 | KKR | Kkr & Co Inc | +0.2% | -5.45% | 减仓 |
| 10 | AMD | Advanced Micro Devices | +0.1% | +186.46% | 加仓 |
| 11 | ULTA | Ulta Beauty Inc | +0.1% | NEW | 新建仓 |
| 12 | SWK | Stanley Black & Decker Inc | +0.1% | +0.81% | 加仓 |
| 13 | NEE | Nextera Energy Inc | +0.1% | — | 不变 |
| 14 | LYV | Live Nation Entertainment In | +0.1% | +7.76% | 加仓 |
| 15 | CGXU | Cap Group Intl Focus | +0.1% | +53.98% | 加仓 |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.47% | 加仓 |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.93% | 加仓 |
| 18 | RTX | Rtx CORP | +0.1% | -3.36% | 减仓 |
| 19 | WAB | Wabtec CORP | +0.1% | +1.87% | 加仓 |
| 20 | ORCL | Oracle CORP | +0.1% | -3.73% | 减仓 |
| 21 | CAT | Caterpillar Inc | 0% | -1.43% | 减仓 |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -0.30% | 减仓 |
| 23 | KIE | Ss Spdr S&p Insurance ETF | 0% | -1.31% | 减仓 |
| 24 | SCHM | Schwab US Mid Cap ETF | 0% | +2.85% | 加仓 |
| 25 | DUK | Duke Energy CORP | 0% | -2.31% | 减仓 |
| 26 | UNH | Unitedhealth Group Inc | 0% | -1.22% | 减仓 |
| 27 | AVGO | Broadcom Inc | — | +918.32% | 加仓 |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.32% | 加仓 |
| 29 | AAPL | Apple Inc | 0% | -2.01% | 减仓 |
| 30 | VCR | Vanguard Consumer Discre ETF | 0% | -2.04% | 减仓 |
| 31 | TPYP | Tortoise North American Pipeline Fund | -0.1% | -2.68% | 减仓 |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | +1.72% | 加仓 |
| 33 | SAMT | Strategas Macro Them Opps | -0.1% | -0.22% | 减仓 |
| 34 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | EXIT | 清仓 |
| 35 | INTC | Intel CORP | -0.1% | EXIT | 清仓 |
| 36 | NKE | Nike Inc -cl B | -0.1% | -46.56% | 减仓 |
| 37 | BMY | Bristol-myers Squibb Co | -0.1% | -37.25% | 减仓 |
| 38 | AMAT | Applied Materials Inc | -0.1% | -8.98% | 减仓 |
| 39 | LMT | Lockheed Martin CORP | -0.1% | -73.86% | 减仓 |
| 40 | DIS | Walt Disney Co/the | -0.2% | -27.19% | 减仓 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -15.18% | 减仓 |
| 42 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -56.60% | 减仓 |
| 43 | CVS | Cvs Health CORP | -0.2% | -40.83% | 减仓 |
| 44 | LLY | Eli Lilly & Co | -0.2% | -7.99% | 减仓 |
| 45 | LRCXEUR | Lam Research CORP | -0.2% | -4.56% | 减仓 |
| 46 | GRMN | Garmin Ltd. | -0.2% | -28.04% | 减仓 |
| 47 | BWA | Borgwarner Inc | -0.2% | EXIT | 清仓 |
| 48 | EL | Estee Lauder Companies-cl A | -0.2% | -66.31% | 减仓 |
| 49 | GOOG | Alphabet Inc-cl C | -0.4% | -0.86% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.5% | -3.41% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Triangle Securities Wealth Management 在 Q3 2024 季度的美股持仓总市值约为 US$5.0亿，共申报了 199 个公开持股仓位。
在 Q3 2024 季度，Triangle Securities Wealth Management 按市值排列的前三大核心持股分别为：JAVA (3.8%)、SCHM (3.7%)、VGT (3.3%)。其中最大持股仓位 JAVA 占据整体投资组合约 3.8% 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
FBND
市值: US$131.4万
本季最大获利了结 / 清仓标的
BWA
前期市值: US$80.7万
在 Q3 2024 季度中，Triangle Securities Wealth Management 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 14 个仓位、减仓 28 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 FBND。 本季清仓仓位包含 BWA。
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。