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: 0001597690
申报总市值
US$2.1亿
US$2.1亿
107 檔
25.1%
根据最新整理的 13F 季度数据集，Trust Investment Advisors 于 Q4 2024 结束时的管理资产规模为 US$2.1亿。该机构在本季度申报了 107 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Trust Investment Advisors 展现出较为审慎的避险与获利了结姿态。本季共减仓 14 个仓位并完全清仓 16 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，Trust Investment Advisors 的前 5 大核心持股（包含 AAPL, LLY, MSFT 等）合计占整体申报市值的 25.1%，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 | 11.31% | -0.76% | +41.98% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 10.54% | +0.40% | +1.48% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.46% | -0.64% | -2.50% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.48% | -0.10% | +3.93% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.80% | -0.28% | -5.08% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.65% | +0.57% | +8.19% | |
| 7 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.70% | +1.00% | +99.39% | |
| 8 | CAT | Caterpillar Inc | 股票-工业 | 1.67% | +0.55% | +7.91% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | -0.13% | +4.44% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 1.47% | -0.07% | +5.08% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.45% | -0.03% | -4.23% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.43% | -0.34% | -14.38% | |
| 13 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.41% | -0.24% | +5.94% | |
| 14 | ETN | Eaton Corporation plc | 股票-工业 | 1.39% | -0.03% | +10.55% | |
| 15 | MSI | Motorola Solutions Inc | 股票-科技 | 1.39% | -0.24% | -7.74% | |
| 16 | OKE | Oneok Inc | 股票-能源 | 1.38% | -0.24% | +9.64% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.34% | -0.12% | -4.26% | |
| 18 | DFSEUR | Discover Financial Services | 股票-其他 | 1.26% | — | -1.63% | |
| 19 | CLS | Celestica Inc | 股票-科技 | 1.26% | +0.16% | -10.54% | |
| 20 | MS | Morgan Stanley | 股票-金融 | 1.23% | +0.02% | -6.90% | |
| 21 | IRM | Iron Mountain Inc | 股票-房地产 | 1.22% | +0.08% | +11.41% | |
| 22 | CHWY | Chewy Inc - Class A | 股票-周期性消费 | 1.19% | -0.38% | -13.16% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | +0.30% | +5.76% | |
| 24 | TT | Trane Technologies plc | 股票-工业 | 1.10% | -0.04% | -6.56% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.08% | +2.15% | -9.24% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 1.06% | +0.12% | +6.59% | |
| 27 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.03% | -0.34% | +372.76% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.03% | +0.13% | -3.59% | |
| 29 | INGR | Ingredion Inc | 股票-非周期性消费 | 1.02% | — | — | |
| 30 | CFG | Citizens Financial Group | 股票-金融 | 1.02% | -0.06% | -9.74% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 1.01% | -0.14% | -4.16% | |
| 32 | VMC | Vulcan Materials Co | 股票-原材料 | 1.00% | -0.12% | -8.67% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 1.00% | -0.29% | -17.77% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | -0.06% | -3.86% | |
| 35 | WBS | Webster Financial CORP | 股票-金融 | 0.95% | -0.10% | +12.59% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.94% | -0.18% | +12.95% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.92% | -0.37% | +3.12% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.46% | -6.55% | |
| 39 | PRU | Prudential Financial Inc | 股票-金融 | 0.84% | -0.07% | +2.13% | |
| 40 | LNC | Lincoln National CORP | 股票-金融 | 0.80% | -0.14% | +8.15% | |
| 41 | DELL | Dell Technologies -c | 股票-科技 | 0.79% | +0.21% | — | |
| 42 | O | Realty Income CORP | 股票-房地产 | 0.75% | -0.12% | +10.43% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.74% | -0.09% | -4.56% | |
| 44 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.71% | — | -3.94% | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.70% | -0.15% | -1.92% | |
| 46 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.70% | -0.18% | -3.93% | |
| 47 | T | At&t Inc | 股票-通信服务 | 0.70% | -0.34% | -2.08% | |
| 48 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.67% | +0.10% | -10.15% | |
| 49 | RITM | Rithm Capital CORP | 股票-房地产 | 0.65% | -0.08% | +20.09% | |
| 50 | MLM | Martin Marietta Materials | 股票-原材料 | 0.60% | -0.12% | -4.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3.9% | +41.98% | 加仓 |
| 2 | INGR | Ingredion Inc | +1% | NEW | 新建仓 |
| 3 | AVGO | Broadcom Inc | +1% | +3.93% | 加仓 |
| 4 | DELL | Dell Technologies -c | +0.8% | NEW | 新建仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +8.19% | 加仓 |
| 6 | CLS | Celestica Inc | +0.5% | -10.54% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +4.44% | 加仓 |
| 8 | WBS | Webster Financial CORP | +0.2% | +12.59% | 加仓 |
| 9 | OKE | Oneok Inc | +0.2% | +9.64% | 加仓 |
| 10 | DFSEUR | Discover Financial Services | +0.2% | -1.63% | 减仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | NEW | 新建仓 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +75.71% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +5.76% | 加仓 |
| 14 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 15 | TPR | Tapestry Inc | +0.2% | NEW | 新建仓 |
| 16 | LYV | Live Nation Entertainment In | +0.2% | NEW | 新建仓 |
| 17 | BX | Blackstone Inc | +0.2% | +69.60% | 加仓 |
| 18 | WH | Wyndham Hotels & Resorts Inc | +0.2% | NEW | 新建仓 |
| 19 | CVSA | Covista Inc | +0.2% | NEW | 新建仓 |
| 20 | BRC | Brady Corporation - Cl A | -0.2% | EXIT | 清仓 |
| 21 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清仓 |
| 22 | STZ | Constellation Brands Inc-a | -0.2% | -3.94% | 减仓 |
| 23 | PSA | Public Storage | -0.2% | EXIT | 清仓 |
| 24 | CI | THE Cigna Group | -0.2% | -1.46% | 减仓 |
| 25 | IFF | Intl Flavors & Fragrances | -0.2% | EXIT | 清仓 |
| 26 | AEP | American Electric Power | -0.2% | EXIT | 清仓 |
| 27 | ELV | Elevance Health Inc | -0.2% | EXIT | 清仓 |
| 28 | EBAY | Ebay Inc | -0.2% | EXIT | 清仓 |
| 29 | WMT | Walmart Inc | -0.2% | EXIT | 清仓 |
| 30 | TSCO | Tractor Supply Company | -0.2% | +372.76% | 加仓 |
| 31 | KLAC | Kla CORP | -0.2% | -8.93% | 减仓 |
| 32 | NXPI | NXP Semiconductors N.V. | -0.2% | -10.15% | 减仓 |
| 33 | RIO | Rio Tinto Plc-spon Adr | -0.2% | +5.94% | 加仓 |
| 34 | TJX | Tjx Companies Inc | -0.2% | -14.38% | 减仓 |
| 35 | UNH | Unitedhealth Group Inc | -0.2% | -3.59% | 减仓 |
| 36 | FSLR | First Solar Inc | -0.2% | -3.02% | 减仓 |
| 37 | WBA | Walgreens Boots Alliance Inc | -0.2% | EXIT | 清仓 |
| 38 | NEE | Nextera Energy Inc | -0.2% | EXIT | 清仓 |
| 39 | MSFT | Microsoft CORP | -0.3% | -2.50% | 减仓 |
| 40 | LMT | Lockheed Martin CORP | -0.3% | EXIT | 清仓 |
| 41 | RTX | Rtx CORP | -0.3% | -17.77% | 减仓 |
| 42 | CELH | Celsius Holdings Inc | -0.4% | EXIT | 清仓 |
| 43 | PEP | Pepsico Inc | -0.5% | -47.08% | 减仓 |
| 44 | DVN | Devon Energy CORP | -0.5% | EXIT | 清仓 |
| 45 | PFE | Pfizer Inc | -0.5% | -59.13% | 减仓 |
| 46 | AMD | Advanced Micro Devices | -0.5% | -9.24% | 减仓 |
| 47 | ACLS | Axcelis Technologies Inc | -0.6% | EXIT | 清仓 |
| 48 | F | Ford Motor Co | -0.6% | EXIT | 清仓 |
| 49 | KSS | Kohls CORP | -0.8% | EXIT | 清仓 |
| 50 | LLY | Eli Lilly & Co | -1.4% | +1.48% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Trust Investment Advisors 在 Q4 2024 季度的美股持仓总市值约为 US$2.1亿，共申报了 107 个公开持股仓位。
在 Q4 2024 季度，Trust Investment Advisors 按市值排列的前三大核心持股分别为：AAPL (11.3%)、LLY (10.5%)、MSFT (5.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.3% 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
INGR
市值: US$160.0万
本季最大获利了结 / 清仓标的
KSS
前期市值: US$125.2万
在 Q4 2024 季度中，Trust Investment Advisors 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 12 个仓位、减仓 14 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 INGR。 本季清仓仓位包含 KSS。
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。