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: 0001977992
申报总市值
US$1.9亿
US$1.9亿
174 檔
25.9%
Q3 2024 季度申报显示，Trivant Custom Portfolio Group, LLC 披露的美股组合总市值为 US$1.9亿，涵盖 174 个不同之权益投资仓位。
Trivant Custom Portfolio Group, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 40 档持股的同时，亦同步清仓 29 档并减仓 31 档标的。
在资产配置集中度方面，Trivant Custom Portfolio Group, LLC 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 25.9%，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 | AAPL | Apple Inc | 股票-科技 | 9.40% | +0.95% | -0.93% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.27% | +0.41% | +0.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.05% | -0.13% | +1.99% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-其他 | 4.86% | -0.16% | +93.51% | |
| 5 | MBSD | Flexshares Disciplined Durat | ETF-其他 | 3.45% | — | -0.90% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.05% | -0.15% | +6.54% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.02% | +0.88% | +0.43% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.95% | +0.35% | +0.36% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.76% | -0.27% | +0.41% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 2.48% | -1.61% | -0.48% | |
| 11 | DE | Deere & Co | 股票-工业 | 2.39% | +0.10% | +0.34% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 2.33% | +1.02% | +0.11% | |
| 13 | NOC | Northrop Grumman CORP | 股票-工业 | 2.32% | -0.50% | -0.56% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.27% | -0.12% | +0.31% | |
| 15 | GE | General Electric | 股票-工业 | 2.24% | -0.08% | -0.22% | |
| 16 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.17% | -1.05% | +0.42% | |
| 17 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.13% | +0.03% | +1.04% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 2.04% | — | +4.15% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.02% | — | -6.24% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | +0.20% | -0.27% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 1.98% | -0.08% | +7.50% | |
| 22 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.90% | — | +0.45% | |
| 23 | AME | Ametek Inc | 股票-工业 | 1.66% | +0.12% | +0.72% | |
| 24 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.58% | — | -0.81% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.57% | — | +0.43% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | +0.15% | +0.27% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.39% | -0.49% | +1.36% | |
| 28 | PHM | Pultegroup Inc | 股票-周期性消费 | 1.27% | — | +2.69% | |
| 29 | MSCI | Msci Inc | 股票-金融 | 1.11% | +0.06% | +3.09% | |
| 30 | LNG | Cheniere Energy Inc | 股票-能源 | 0.99% | -0.30% | +1.59% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.97% | -0.12% | -38.81% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.96% | -0.10% | -0.56% | |
| 33 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.94% | — | +600.49% | |
| 34 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.90% | -0.09% | +32.97% | |
| 35 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.90% | -0.04% | -34.60% | |
| 36 | AZO | Autozone Inc | 股票-周期性消费 | 0.87% | -0.08% | +1.48% | |
| 37 | ROK | Rockwell Automation Inc | 股票-工业 | 0.85% | — | -5.01% | |
| 38 | SRE | Sempra | 股票-公用事业 | 0.81% | -0.08% | +0.67% | |
| 39 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.78% | — | +5.44% | |
| 40 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.65% | -0.12% | -34.41% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.63% | +0.23% | +19.08% | |
| 42 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.61% | — | -57.81% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | — | +3.67% | |
| 44 | UBS | UBS Group AG | 股票-金融 | 0.59% | -1.38% | EXIT | |
| 45 | KIM | Kimco Realty CORP | 股票-房地产 | 0.58% | — | +15.57% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | +0.04% | -10.96% | |
| 47 | FISV | Fiserv Inc | 股票-其他 | 0.51% | — | — | |
| 48 | EVR | Evercore Inc - A | 股票-金融 | 0.51% | +0.04% | +3.84% | |
| 49 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.45% | +0.14% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.44% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | +2.3% | +93.51% | 加仓 |
| 2 | SHW | Sherwin-williams Co/the | +0.8% | +600.49% | 加仓 |
| 3 | FISV | Fiserv Inc | +0.5% | NEW | 新建仓 |
| 4 | CDNS | Cadence Design Sys Inc | +0.5% | NEW | 新建仓 |
| 5 | WSM | Williams-sonoma Inc | +0.4% | NEW | 新建仓 |
| 6 | UBER | Uber Technologies Inc | +0.4% | NEW | 新建仓 |
| 7 | LOW | Lowe's Cos Inc | +0.3% | +0.42% | 加仓 |
| 8 | NOC | Northrop Grumman CORP | +0.3% | -0.56% | 减仓 |
| 9 | AAPL | Apple Inc | +0.3% | -0.93% | 减仓 |
| 10 | PHM | Pultegroup Inc | +0.3% | +2.69% | 加仓 |
| 11 | WMT | Walmart Inc | +0.3% | -0.48% | 减仓 |
| 12 | GE | General Electric | +0.2% | -0.22% | 减仓 |
| 13 | ULTA | Ulta Beauty Inc | +0.2% | +32.97% | 加仓 |
| 14 | MSCI | Msci Inc | +0.2% | +3.09% | 加仓 |
| 15 | META | Meta Platforms Inc-class A | +0.2% | +0.31% | 加仓 |
| 16 | SYK | Stryker CORP | +0.1% | +7.50% | 加仓 |
| 17 | KIM | Kimco Realty CORP | +0.1% | +15.57% | 加仓 |
| 18 | DE | Deere & Co | +0.1% | +0.34% | 加仓 |
| 19 | EXP | Eagle Materials Inc | +0.1% | +3.15% | 加仓 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.43% | 加仓 |
| 21 | ZTS | Zoetis Inc | +0.1% | +5.44% | 加仓 |
| 22 | EVR | Evercore Inc - A | +0.1% | +3.84% | 加仓 |
| 23 | MAS | Masco CORP | +0.1% | — | 不变 |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +6.54% | 加仓 |
| 25 | LLY | Eli Lilly & Co | +0.1% | +19.08% | 加仓 |
| 26 | SNY | Sanofi-adr | +0.1% | +1.40% | 加仓 |
| 27 | HO1 | Hologic Inc | 0% | +10.57% | 加仓 |
| 28 | SRE | Sempra | 0% | +0.67% | 加仓 |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +11.96% | 加仓 |
| 30 | TSLA | Tesla Inc | 0% | — | 不变 |
| 31 | BKNG | Booking Holdings Inc | 0% | +1.04% | 加仓 |
| 32 | FBIN | Fortune Brands Innovations I | 0% | — | 不变 |
| 33 | SJM | Jm Smucker Co/the | 0% | NEW | 新建仓 |
| 34 | SPG | Simon Property Group Inc | 0% | NEW | 新建仓 |
| 35 | AZO | Autozone Inc | 0% | +1.48% | 加仓 |
| 36 | IMCV | Ishares Morningstar Mid-cap | 0% | +1.38% | 加仓 |
| 37 | FIW | First Trust Water ETF | 0% | — | 不变 |
| 38 | MELI | Mercadolibre Inc | 0% | — | 不变 |
| 39 | FTAI | FTAI Aviation Ltd. | 0% | — | 不变 |
| 40 | TOL | Toll Brothers Inc | 0% | NEW | 新建仓 |
| 41 | BMY | Bristol-myers Squibb Co | 0% | NEW | 新建仓 |
| 42 | PKST | Peakstone Realty Trust | 0% | — | 不变 |
| 43 | SN | SharkNinja, Inc. | 0% | — | 不变 |
| 44 | HPQ | Hp Inc | 0% | NEW | 新建仓 |
| 45 | MRVL | Marvell Technology Inc | 0% | NEW | 新建仓 |
| 46 | SBUX | Starbucks CORP | 0% | — | 不变 |
| 47 | ILMN | Illumina Inc | 0% | — | 不变 |
| 48 | SO | Southern Co/the | 0% | — | 不变 |
| 49 | NOW | Servicenow Inc | 0% | — | 不变 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | — | +3.67% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Trivant Custom Portfolio Group, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$1.9亿，共申报了 174 个公开持股仓位。
在 Q3 2024 季度，Trivant Custom Portfolio Group, LLC 按市值排列的前三大核心持股分别为：AAPL (9.4%)、NVDA (5.3%)、MSFT (5.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.4% 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
FISV
市值: US$89.2万
本季最大获利了结 / 清仓标的
BHP
前期市值: US$152.3万
在 Q3 2024 季度中，Trivant Custom Portfolio Group, LLC 共进行了 116 项持仓异动，包含新建仓 16 个仓位、加仓 40 个仓位、减仓 31 个仓位以及清仓 29 个仓位。 其中最大新建仓标的为 FISV。 本季清仓仓位包含 BHP。
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。