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: 0001539948
申报总市值
US$14.1亿
US$14.1亿
237 檔
14.2%
截至 Q3 2024 季度末，United Asset Strategies, Inc. 的美股持仓估值约为 US$14.1亿，全数申报仓位共有 237 档。
在 Q3 2024，United Asset Strategies, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 33 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，United Asset Strategies, Inc. 的前 5 大核心持股（包含 XLK, AAPL, MSFT 等）合计占整体申报市值的 14.2%，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 237 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 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.08% | -0.35% | +1.48% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.03% | +1.25% | +15.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.97% | +0.19% | +6.51% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.39% | +0.10% | +11.55% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | +0.54% | -7.40% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.89% | -0.18% | +104.70% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.79% | +0.35% | +2.71% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.56% | -0.22% | +2.25% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.93% | -0.30% | +2.34% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 1.85% | -0.03% | +7.52% | |
| 11 | ETR | Entergy CORP | 股票-公用事业 | 1.80% | -0.06% | +1.70% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.73% | -0.11% | +3.15% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工业 | 1.68% | -0.35% | +1.24% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | -0.66% | +1.64% | |
| 15 | CI | THE Cigna Group | 股票-医疗保健 | 1.55% | — | +2.49% | |
| 16 | ADBE | Adobe Inc | 股票-科技 | 1.55% | -0.79% | +26.69% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.51% | -0.11% | +3.77% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.44% | +0.21% | +2.77% | |
| 19 | MRVL | Marvell Technology Inc | 股票-科技 | 1.38% | +0.02% | NEW | |
| 20 | PH | Parker Hannifin CORP | 股票-工业 | 1.37% | -0.01% | +1.16% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.33% | +0.06% | +0.94% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.29% | — | -0.84% | |
| 23 | ECL | Ecolab Inc | 股票-原材料 | 1.29% | -0.06% | -14.05% | |
| 24 | WM | Waste Management Inc | 股票-工业 | 1.22% | -0.05% | +2.39% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.18% | -0.02% | +2.58% | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.17% | -0.23% | +3.88% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.12% | -0.19% | +3.15% | |
| 28 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.12% | -0.14% | +3.65% | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.11% | +0.01% | +4.19% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.85% | +4.02% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.06% | +0.12% | +0.93% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.02% | -0.01% | -6.23% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.01% | -0.71% | +4.26% | |
| 34 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.00% | -0.01% | +0.58% | |
| 35 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.98% | -0.01% | +3.99% | |
| 36 | AMGN | Amgen Inc | 股票-医疗保健 | 0.95% | -0.07% | -17.88% | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.92% | -0.01% | +2.80% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | -0.07% | +510.59% | |
| 39 | AIG | American International Group | 股票-金融 | 0.90% | -0.07% | +2.33% | |
| 40 | TER | Teradyne Inc | 股票-科技 | 0.83% | +0.07% | NEW | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.76% | -0.27% | +4.06% | |
| 42 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.75% | -0.15% | +1.40% | |
| 43 | MCK | Mckesson CORP | 股票-医疗保健 | 0.75% | -0.17% | +2.95% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.73% | — | +0.47% | |
| 45 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.70% | +0.11% | -5.37% | |
| 46 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | -0.35% | -1.07% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.41% | +2.04% | |
| 48 | SYF | Synchrony Financial | 股票-金融 | 0.64% | — | +0.94% | |
| 49 | O | Realty Income CORP | 股票-房地产 | 0.64% | -0.64% | +4.30% | |
| 50 | XLB | Ss Materials Select Sector | ETF-其他 | 0.63% | -0.02% | -7.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +1.4% | +104.70% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.8% | +510.59% | 加仓 |
| 3 | AAPL | Apple Inc | +0.7% | +15.56% | 加仓 |
| 4 | ETR | Entergy CORP | +0.3% | +1.70% | 加仓 |
| 5 | LMT | Lockheed Martin CORP | +0.3% | +1.24% | 加仓 |
| 6 | NOW | Servicenow Inc | +0.3% | +7.52% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +2.25% | 加仓 |
| 8 | PH | Parker Hannifin CORP | +0.2% | +1.16% | 加仓 |
| 9 | VTR | Ventas Inc | +0.2% | +69.82% | 加仓 |
| 10 | SBUX | Starbucks CORP | +0.2% | +4.19% | 加仓 |
| 11 | IWS | Ishares Russell Mid-cap Valu | +0.2% | NEW | 新建仓 |
| 12 | BNY | Bank Of New York Mellon CORP | +0.2% | NEW | 新建仓 |
| 13 | GLD | Spdr Gold Shares | +0.2% | +2.34% | 加仓 |
| 14 | ADBE | Adobe Inc | +0.2% | +26.69% | 加仓 |
| 15 | MA | Mastercard Inc - A | +0.1% | +3.15% | 加仓 |
| 16 | HD | Home Depot Inc | +0.1% | +2.58% | 加仓 |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.1% | +3.77% | 加仓 |
| 18 | PM | Philip Morris International | +0.1% | +2.80% | 加仓 |
| 19 | APD | Air Products & Chemicals Inc | +0.1% | +23.68% | 加仓 |
| 20 | TSLA | Tesla Inc | +0.1% | +44.07% | 加仓 |
| 21 | ORCL | Oracle CORP | +0.1% | +41.68% | 加仓 |
| 22 | VST | Vistra CORP | +0.1% | NEW | 新建仓 |
| 23 | O | Realty Income CORP | +0.1% | +4.30% | 加仓 |
| 24 | DASH | Doordash Inc - A | +0.1% | NEW | 新建仓 |
| 25 | KMI | Kinder Morgan, Inc. | +0.1% | +3.65% | 加仓 |
| 26 | NEE | Nextera Energy Inc | +0.1% | +44.13% | 加仓 |
| 27 | TMUS | T-mobile US Inc | +0.1% | +1.40% | 加仓 |
| 28 | OZ | Belpointe Prep Llc- Class A | +0.1% | — | 不变 |
| 29 | AMZN | Amazon.com Inc | +0.1% | +11.55% | 加仓 |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +0.93% | 加仓 |
| 31 | CI | THE Cigna Group | 0% | +2.49% | 加仓 |
| 32 | MRVL | Marvell Technology Inc | 0% | +3.79% | 加仓 |
| 33 | JPM | Jpmorgan Chase & Co | — | +1.64% | 加仓 |
| 34 | LLY | Eli Lilly & Co | -0.1% | -21.77% | 减仓 |
| 35 | MSFT | Microsoft CORP | -0.1% | +6.51% | 加仓 |
| 36 | PTC | Ptc Inc | -0.2% | EXIT | 清仓 |
| 37 | MAR | Marriott International -cl A | -0.2% | EXIT | 清仓 |
| 38 | EFV | Ishares Msci Eafe Value ETF | -0.2% | -45.17% | 减仓 |
| 39 | MCK | Mckesson CORP | -0.2% | +2.95% | 加仓 |
| 40 | SCHW | Schwab (charles) CORP | -0.2% | +3.15% | 加仓 |
| 41 | ECL | Ecolab Inc | -0.2% | -14.05% | 减仓 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -41.93% | 减仓 |
| 43 | AMGN | Amgen Inc | -0.2% | -17.88% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | +2.71% | 加仓 |
| 45 | EW | Edwards Lifesciences CORP | -0.4% | +3.99% | 加仓 |
| 46 | NVDA | Nvidia CORP | -0.5% | -7.40% | 减仓 |
| 47 | XOP | Ss Spdr S&p Og Exp & Prod | -0.7% | -89.87% | 减仓 |
| 48 | MDT | Medtronic plc | -0.8% | -92.16% | 减仓 |
| 49 | TER | Teradyne Inc | -1.1% | -48.70% | 减仓 |
| 50 | SNPS | Synopsys Inc | -1.2% | -80.30% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，United Asset Strategies, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$14.1亿，共申报了 237 个公开持股仓位。
在 Q3 2024 季度，United Asset Strategies, Inc. 按市值排列的前三大核心持股分别为：XLK (4.1%)、AAPL (4.0%)、MSFT (4.0%)。其中最大持股仓位 XLK 占据整体投资组合约 4.1% 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
IWS
市值: US$213.7万
本季最大获利了结 / 清仓标的
PTC
前期市值: US$159.7万
在 Q3 2024 季度中，United Asset Strategies, Inc. 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 33 个仓位、减仓 10 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 IWS。 本季清仓仓位包含 PTC。
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。