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: 0001911497
申报总市值
US$1.4亿
US$1.4亿
205 檔
35.2%
在 Q3 2024 的 13F 官方备案中，Ulland Investment Advisors, LLC 管理的美股投资组合规模来到 US$1.4亿，整体持股档数为 205 档。
在 Q3 2024，Ulland Investment Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 6 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，Ulland Investment Advisors, LLC 的前 5 大核心持股（包含 NVDA, QQQ, AXON 等）合计占整体申报市值的 35.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 205 只）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 9.71% | -0.31% | -1.03% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.50% | +0.24% | +0.56% | |
| 3 | AXON | Axon Enterprise Inc | 股票-工业 | 6.38% | +0.48% | -1.43% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.33% | +0.40% | -1.38% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.98% | -0.10% | -0.94% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.64% | -0.88% | -5.20% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 5.28% | +0.42% | -3.77% | |
| 8 | VRT | Vertiv Holdings Co-a | 股票-工业 | 4.25% | +0.71% | -1.01% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.15% | -0.08% | -0.94% | |
| 10 | SKY | Champion Homes Inc | 股票-周期性消费 | 3.64% | +0.12% | -1.03% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.02% | +0.17% | -0.28% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.62% | -0.05% | -1.26% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.03% | +0.04% | -4.06% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.02% | -1.36% | — | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.01% | -0.38% | -3.25% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.13% | -3.63% | |
| 17 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 1.69% | -0.04% | -82.95% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.53% | -0.05% | +28.41% | |
| 19 | SMCI | Super Micro Computer Inc | 股票-科技 | 1.52% | — | — | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.32% | +0.03% | -4.42% | |
| 21 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.14% | -0.16% | — | |
| 22 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.98% | -0.09% | — | |
| 23 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 0.97% | +0.27% | -7.18% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.94% | -0.05% | -5.30% | |
| 25 | PSI | Invesco Semiconductors ETF | ETF-其他 | 0.88% | +0.22% | -14.17% | |
| 26 | JUST | Goldman Sachs Just US Lrg | ETF-避险与商品 | 0.85% | -0.13% | — | |
| 27 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.78% | -0.14% | — | |
| 28 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.73% | -0.05% | -49.94% | |
| 29 | CVLT | Commvault Systems Inc | 股票-科技 | 0.73% | -0.28% | EXIT | |
| 30 | LNTH | Lantheus Holdings Inc | 股票-医疗保健 | 0.71% | +0.06% | +4.45% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.67% | -0.04% | +0.87% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.09% | -4.43% | |
| 33 | ICE | Intercontinental Exchange In | 股票-金融 | 0.63% | -0.43% | -10.58% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.68% | EXIT | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | -0.10% | +3.26% | |
| 36 | INTU | Intuit Inc | 股票-科技 | 0.40% | +0.04% | — | |
| 37 | ECL | Ecolab Inc | 股票-原材料 | 0.40% | +0.01% | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | — | +1.01% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.37% | -0.06% | +8.49% | |
| 40 | NZAC | State Street Spdr Msci Acwi | ETF-其他 | 0.37% | — | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.33% | -0.12% | -14.38% | |
| 42 | AKX | Ansys Inc | 股票-其他 | 0.30% | — | +78.73% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.27% | -0.03% | — | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | -0.02% | — | |
| 45 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.22% | -0.02% | -10.76% | |
| 46 | SCCO | Southern Copper CORP | 股票-原材料 | 0.21% | -0.01% | +0.37% | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.20% | +0.16% | — | |
| 48 | TT | Trane Technologies plc | 股票-工业 | 0.20% | — | -1.37% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.20% | +0.24% | -15.39% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.20% | -0.01% | -13.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AXON | Axon Enterprise Inc | +1.9% | -1.43% | 减仓 |
| 2 | SMCI | Super Micro Computer Inc | +1.5% | NEW | 新建仓 |
| 3 | SKY | Champion Homes Inc | +1.1% | -1.03% | 减仓 |
| 4 | AAPL | Apple Inc | +0.8% | -0.94% | 减仓 |
| 5 | UNH | Unitedhealth Group Inc | +0.7% | -3.77% | 减仓 |
| 6 | VRT | Vertiv Holdings Co-a | +0.7% | -1.01% | 减仓 |
| 7 | META | Meta Platforms Inc-class A | +0.7% | -5.20% | 减仓 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +0.56% | 加仓 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +28.41% | 加仓 |
| 10 | LOW | Lowe's Cos Inc | +0.4% | -3.25% | 减仓 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | — | 不变 |
| 12 | CVLT | Commvault Systems Inc | +0.3% | +16.07% | 加仓 |
| 13 | LNTH | Lantheus Holdings Inc | +0.2% | +4.45% | 加仓 |
| 14 | NVDA | Nvidia CORP | +0.2% | -1.03% | 减仓 |
| 15 | V | Visa Inc-class A Shares | +0.2% | -1.26% | 减仓 |
| 16 | YOU | Clear Secure Inc -class A | +0.2% | +318.69% | 加仓 |
| 17 | SCHM | Schwab US Mid Cap ETF | +0.2% | -4.06% | 减仓 |
| 18 | AKX | Ansys Inc | +0.1% | +78.73% | 加仓 |
| 19 | BSX | Boston Scientific CORP | +0.1% | — | 不变 |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | — | 不变 |
| 21 | SMMD | Ishares Russell 2500 ETF | +0.1% | -4.42% | 减仓 |
| 22 | SUSA | Ishares Esg Optimized Msci U | +0.1% | — | 不变 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -4.43% | 减仓 |
| 24 | AMKR | Amkor Technology Inc | +0.1% | NEW | 新建仓 |
| 25 | XYZ | Block Inc | +0.1% | NEW | 新建仓 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | 新建仓 |
| 27 | AMZN | Amazon.com Inc | 0% | -0.94% | 减仓 |
| 28 | JTEK | Jpmorgan US Tech Leaders | 0% | -7.18% | 减仓 |
| 29 | AMGN | Amgen Inc | 0% | EXIT | 清仓 |
| 30 | CRM | Salesforce Inc | 0% | -44.72% | 减仓 |
| 31 | MSFT | Microsoft CORP | -0.1% | -3.63% | 减仓 |
| 32 | XLE | Ss Energy Select Sector | -0.1% | -14.38% | 减仓 |
| 33 | AAP | Advance Auto Parts Inc | -0.1% | -31.14% | 减仓 |
| 34 | TGT | Target CORP | -0.1% | -74.07% | 减仓 |
| 35 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -98.99% | 减仓 |
| 36 | EA | Electronic Arts Inc | -0.1% | -49.09% | 减仓 |
| 37 | INTC | Intel CORP | -0.1% | EXIT | 清仓 |
| 38 | KMB | Kimberly-clark CORP | -0.1% | EXIT | 清仓 |
| 39 | SNOW | Snowflake Inc | -0.1% | EXIT | 清仓 |
| 40 | FIS | Fidelity National Info Serv | -0.1% | EXIT | 清仓 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -15.39% | 减仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.28% | 减仓 |
| 43 | DGII | Digi International Inc | -0.1% | -63.63% | 减仓 |
| 44 | PSI | Invesco Semiconductors ETF | -0.2% | -14.17% | 减仓 |
| 45 | EEFT | Euronet Worldwide Inc | -0.2% | -78.35% | 减仓 |
| 46 | SCHW | Schwab (charles) CORP | -0.3% | -69.55% | 减仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.4% | -1.38% | 减仓 |
| 48 | IGV | Ishares Expanded Tech-softwa | -0.6% | -49.94% | 减仓 |
| 49 | SMCIUSD | Super Micro Computer Inc | -2.4% | EXIT | 清仓 |
| 50 | WFC 7.5 PERP L债券 | Wells Fargo & Company | -7% | -82.95% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ulland Investment Advisors, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$1.4亿，共申报了 205 个公开持股仓位。
在 Q3 2024 季度，Ulland Investment Advisors, LLC 按市值排列的前三大核心持股分别为：NVDA (9.7%)、QQQ (6.5%)、AXON (6.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 9.7% 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
SMCI
市值: US$208.2万
本季最大获利了结 / 清仓标的
SMCIUSD
前期市值: US$341.7万
在 Q3 2024 季度中，Ulland Investment Advisors, LLC 共进行了 46 项持仓异动，包含新建仓 4 个仓位、加仓 6 个仓位、减仓 30 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 SMCI。 本季清仓仓位包含 SMCIUSD。
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。