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: 0001785445
申报总市值
US$2.3亿
US$2.3亿
113 檔
25.2%
Q4 2024 季度申报显示，tru Independence LLC 披露的美股组合总市值为 US$2.3亿，涵盖 113 个不同之权益投资仓位。
在 Q4 2024，tru Independence LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 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，tru Independence LLC 的前 5 大核心持股（包含 DFAI, FTCS, FBND 等）合计占整体申报市值的 25.2%，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 | DFAI | Dimensional International Co | ETF-其他 | 4.41% | -0.42% | +5.17% | |
| 2 | FTCS | First Trust Capital Strength | ETF-其他 | 3.81% | -0.32% | +1.81% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.74% | -0.22% | +6.73% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.43% | +0.23% | +2.80% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.74% | +0.04% | -4.13% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.73% | +0.55% | -0.78% | |
| 7 | GM | General Motors Co | 股票-周期性消费 | 2.64% | — | -7.50% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 2.51% | — | -7.46% | |
| 9 | TG7 | Triumph Group Inc | 股票-其他 | 2.45% | — | -6.72% | |
| 10 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 2.40% | +0.40% | +0.72% | |
| 11 | SPG | Simon Property Group Inc | 股票-房地产 | 2.25% | — | -7.09% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | -0.10% | -5.26% | |
| 13 | GLW | Corning Inc | 股票-科技 | 2.10% | — | -6.59% | |
| 14 | ALK | Alaska Air Group Inc | 股票-工业 | 1.98% | — | -6.32% | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.93% | — | +4.18% | |
| 16 | ALL | Allstate CORP | 股票-金融 | 1.90% | — | -6.59% | |
| 17 | KIM | Kimco Realty CORP | 股票-房地产 | 1.85% | — | -6.70% | |
| 18 | T | At&t Inc | 股票-通信服务 | 1.83% | — | -4.35% | |
| 19 | UAL | United Airlines Holdings Inc | 股票-工业 | 1.82% | — | -47.72% | |
| 20 | FDX | Fedex CORP | 股票-工业 | 1.78% | — | -5.24% | |
| 21 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.75% | — | +46.71% | |
| 22 | BA | Boeing Co/the | 股票-工业 | 1.74% | — | -5.88% | |
| 23 | ENR | Energizer Holdings Inc | 股票-其他 | 1.71% | — | -6.18% | |
| 24 | UL | Unilever PLC | 股票-非周期性消费 | 1.64% | — | -6.88% | |
| 25 | FMC | Fmc CORP | 股票-原材料 | 1.59% | — | +28.94% | |
| 26 | CMA | Comerica Inc | 股票-其他 | 1.56% | — | -7.47% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.52% | -0.01% | -4.07% | |
| 28 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.50% | — | -35.12% | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.50% | — | -7.37% | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 1.49% | — | -3.94% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 1.48% | +0.11% | NEW | |
| 32 | CVX | Chevron CORP | 股票-能源 | 1.44% | -0.03% | -3.61% | |
| 33 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 1.42% | — | -6.33% | |
| 34 | F | Ford Motor Co | 股票-周期性消费 | 1.42% | — | -5.80% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.38% | — | -3.92% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.15% | -8.02% | |
| 37 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 1.22% | — | -1.62% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | -0.03% | -6.91% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.11% | -0.04% | -4.24% | |
| 40 | OI | O-i Glass Inc | 股票-其他 | 1.10% | — | -5.52% | |
| 41 | BRX | Brixmor Property Group Inc | 股票-房地产 | 1.05% | — | -5.37% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.02% | +0.01% | -0.89% | |
| 43 | ENVX | Enovix CORP | 股票-其他 | 0.97% | — | -5.00% | |
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.96% | — | -7.50% | |
| 45 | BP | Bp Plc-spons Adr | 股票-能源 | 0.95% | — | -2.44% | |
| 46 | DOW | Dow Inc | 股票-原材料 | 0.94% | — | -3.35% | |
| 47 | FTGC | First Trust Global Tactical | ETF-其他 | 0.94% | -0.04% | +7.01% | |
| 48 | ACI | Albertsons Cos Inc - Class A | 股票-非周期性消费 | 0.83% | — | -38.51% | |
| 49 | HISF | First Tr Hi Inc Strat Foc | ETF-其他 | 0.78% | -0.09% | +7.87% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.74% | +0.20% | -0.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TG7 | Triumph Group Inc | +0.8% | -6.72% | 减仓 |
| 2 | ALK | Alaska Air Group Inc | +0.6% | -6.32% | 减仓 |
| 3 | GM | General Motors Co | +0.4% | -7.50% | 减仓 |
| 4 | QGRW | Wisdomtree US Quality Growth | +0.3% | +0.72% | 加仓 |
| 5 | DFAC | Dimensional US Core Equity 2 | +0.3% | +2.80% | 加仓 |
| 6 | FBND | Fidelity Total Bond ETF | +0.3% | +6.73% | 加仓 |
| 7 | LYB | LyondellBasell Industries N.V. | +0.3% | +46.71% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -5.26% | 减仓 |
| 9 | AAPL | Apple Inc | +0.3% | -4.13% | 减仓 |
| 10 | BA | Boeing Co/the | +0.3% | -5.88% | 减仓 |
| 11 | BAC | Bank Of America CORP | +0.2% | -7.46% | 减仓 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | -5.80% | 减仓 |
| 13 | DFAI | Dimensional International Co | +0.2% | +5.17% | 加仓 |
| 14 | ENVX | Enovix CORP | +0.2% | -5.00% | 减仓 |
| 15 | FTGC | First Trust Global Tactical | +0.1% | +7.01% | 加仓 |
| 16 | COST | Costco Wholesale CORP | +0.1% | NEW | 新建仓 |
| 17 | IR | Ingersoll-rand Inc | +0.1% | NEW | 新建仓 |
| 18 | TSLA | Tesla Inc | +0.1% | NEW | 新建仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | NEW | 新建仓 |
| 20 | DFAE | Dimensional Emerging Core Eq | +0.1% | +4.18% | 加仓 |
| 21 | V | Visa Inc-class A Shares | +0.1% | NEW | 新建仓 |
| 22 | KR | Kroger Co | +0.1% | NEW | 新建仓 |
| 23 | SPG | Simon Property Group Inc | 0% | -7.09% | 减仓 |
| 24 | CMA | Comerica Inc | 0% | -7.47% | 减仓 |
| 25 | ALL | Allstate CORP | 0% | -6.59% | 减仓 |
| 26 | FMC | Fmc CORP | 0% | +28.94% | 加仓 |
| 27 | VYM | Vanguard High Dvd Yield ETF | 0% | -3.92% | 减仓 |
| 28 | KIM | Kimco Realty CORP | 0% | -6.70% | 减仓 |
| 29 | CVX | Chevron CORP | 0% | -3.61% | 减仓 |
| 30 | TSN | Tyson Foods Inc-cl A | 0% | -1.62% | 减仓 |
| 31 | BP | Bp Plc-spons Adr | 0% | -2.44% | 减仓 |
| 32 | SHEL | Shell Plc-adr | 0% | -3.94% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.1% | -8.02% | 减仓 |
| 34 | ABBV | Abbvie Inc | -0.1% | -0.89% | 减仓 |
| 35 | PEP | Pepsico Inc | -0.1% | EXIT | 清仓 |
| 36 | F | Ford Motor Co | -0.1% | -5.80% | 减仓 |
| 37 | UAL | United Airlines Holdings Inc | -0.1% | -47.72% | 减仓 |
| 38 | GPK | Graphic Packaging Holding Co | -0.1% | -6.33% | 减仓 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -6.91% | 减仓 |
| 40 | MRK | Merck & Co. Inc. | -0.2% | -4.07% | 减仓 |
| 41 | VZ | Verizon Communications Inc | -0.2% | -7.37% | 减仓 |
| 42 | OI | O-i Glass Inc | -0.2% | -5.52% | 减仓 |
| 43 | UL | Unilever PLC | -0.2% | -6.88% | 减仓 |
| 44 | DOW | Dow Inc | -0.3% | -3.35% | 减仓 |
| 45 | ACI | Albertsons Cos Inc - Class A | -0.4% | -38.51% | 减仓 |
| 46 | CVS | Cvs Health CORP | -0.4% | -7.50% | 减仓 |
| 47 | TRV | Travelers Cos Inc/the | -0.6% | -35.12% | 减仓 |
| 48 | CLF | Cleveland-cliffs Inc | -1% | EXIT | 清仓 |
| 49 | UPS | United Parcel Service-cl B | -1.2% | EXIT | 清仓 |
| 50 | WFC | Wells Fargo & Co | -1.8% | -96.61% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，tru Independence LLC 在 Q4 2024 季度的美股持仓总市值约为 US$2.3亿，共申报了 113 个公开持股仓位。
在 Q4 2024 季度，tru Independence LLC 按市值排列的前三大核心持股分别为：DFAI (4.4%)、FTCS (3.8%)、FBND (3.7%)。其中最大持股仓位 DFAI 占据整体投资组合约 4.4% 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
COST
市值: US$37.0万
本季最大获利了结 / 清仓标的
UPS
前期市值: US$423.1万
在 Q4 2024 季度中，tru Independence LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 8 个仓位、减仓 33 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 COST。 本季清仓仓位包含 UPS。
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。
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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。