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: 0001730578
申报总市值
US$1.5亿
US$1.5亿
116 檔
24.8%
Q3 2024 季度申报显示，Vanguard Capital Wealth Advisors 披露的美股组合总市值为 US$1.5亿，涵盖 116 个不同之权益投资仓位。
在 Q3 2024，Vanguard Capital Wealth Advisors 展现出较为审慎的避险与获利了结姿态。本季共减仓 19 个仓位并完全清仓 22 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，Vanguard Capital Wealth Advisors 的前 5 大核心持股（包含 AAPL, NVDA, AMZN 等）合计占整体申报市值的 24.8%，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 | 14.64% | -2.55% | -1.22% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.41% | -0.90% | -34.29% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.12% | -0.27% | -42.27% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.72% | -0.37% | -33.39% | |
| 5 | URI | United Rentals Inc | 股票-工业 | 4.53% | +0.49% | -1.94% | |
| 6 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.62% | +0.15% | NEW | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.51% | -0.52% | -55.20% | |
| 8 | MU | Micron Technology Inc | 股票-科技 | 2.03% | +5.26% | -40.67% | |
| 9 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.86% | -0.66% | +76.28% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.75% | -0.29% | +244.58% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.21% | -60.82% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 1.43% | +0.16% | +0.81% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 1.35% | +0.38% | -21.54% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.27% | -0.12% | -22.19% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 1.26% | — | +15.66% | |
| 16 | HDGE | Advisorshares Ranger Eq Bear | ETF-其他 | 1.24% | -0.93% | -16.10% | |
| 17 | BA | Boeing Co/the | 股票-工业 | 1.23% | +0.07% | -18.80% | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 1.13% | -0.33% | -78.96% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.10% | -0.17% | -57.02% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.07% | -0.20% | +42.31% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.03% | -0.34% | -2.61% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.99% | -0.19% | +118.19% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.20% | -3.03% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | -0.12% | -1.10% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 0.84% | -0.12% | +5.02% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | -0.14% | +1.57% | |
| 27 | IYZ | Ishares US Telecommunication | ETF-其他 | 0.82% | — | — | |
| 28 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.77% | -0.08% | -14.66% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.76% | -0.21% | +84.20% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.75% | -0.18% | +89.23% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.74% | +1.11% | -33.11% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.72% | +0.14% | NEW | |
| 33 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.65% | -0.07% | -16.69% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.64% | +0.19% | NEW | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +0.33% | +41.75% | |
| 36 | BOAT | Sonicshares Global Shipping | ETF-其他 | 0.61% | — | — | |
| 37 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.60% | -0.09% | +350.00% | |
| 38 | XAWFX | Alliancebernstein Gl Hi Inc | 股票-其他 | 0.60% | -0.10% | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.24% | -20.55% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.59% | — | +36.40% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.58% | -0.06% | -10.05% | |
| 42 | COP | Conocophillips | 股票-能源 | 0.56% | -0.71% | EXIT | |
| 43 | GGN | Gamco Glbl Gold Ntrl Res Inc | 股票-其他 | 0.55% | — | -12.07% | |
| 44 | KIO | Kkr Income Opportunities | 股票-其他 | 0.54% | — | — | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.53% | +0.11% | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.28% | -57.81% | |
| 47 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.52% | — | — | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.50% | +0.06% | -51.16% | |
| 49 | UEC | Uranium Energy CORP | 股票-能源 | 0.49% | -0.18% | +439.29% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.07% | -65.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +6% | -1.22% | 减仓 |
| 2 | URI | United Rentals Inc | +2.2% | -1.94% | 减仓 |
| 3 | IAU | Ishares Gold Trust | +1.6% | +3.80% | 加仓 |
| 4 | SLV | Ishares Silver Trust | +1.2% | +76.28% | 加仓 |
| 5 | IYZ | Ishares US Telecommunication | +0.8% | NEW | 新建仓 |
| 6 | SCHA | Schwab US Small-cap ETF | +0.7% | NEW | 新建仓 |
| 7 | SCHV | Schwab US Large-cap Value | +0.7% | +118.19% | 加仓 |
| 8 | BOAT | Sonicshares Global Shipping | +0.6% | NEW | 新建仓 |
| 9 | XOP | Ss Spdr S&p Og Exp & Prod | +0.5% | NEW | 新建仓 |
| 10 | MTG | Mgic Investment CORP | +0.5% | NEW | 新建仓 |
| 11 | BA | Boeing Co/the | +0.1% | -18.80% | 减仓 |
| 12 | NVDA | Nvidia CORP | 0% | -34.29% | 减仓 |
| 13 | MPC | Marathon Petroleum CORP | -0.2% | -53.55% | 减仓 |
| 14 | INTC | Intel CORP | -0.2% | -33.11% | 减仓 |
| 15 | VLO | Valero Energy CORP | -0.2% | -57.37% | 减仓 |
| 16 | XOM | Exxon Mobil CORP | -0.3% | -57.81% | 减仓 |
| 17 | QCOM | Qualcomm Inc | -0.3% | -51.16% | 减仓 |
| 18 | ORCL | Oracle CORP | -0.3% | -65.45% | 减仓 |
| 19 | SRPT | Sarepta Therapeutics Inc | -0.3% | EXIT | 清仓 |
| 20 | GOOG | Alphabet Inc-cl C | -0.3% | -33.39% | 减仓 |
| 21 | COIN | Coinbase Global Inc -class A | -0.3% | EXIT | 清仓 |
| 22 | GRAB | Grab Holdings Limited | -0.3% | EXIT | 清仓 |
| 23 | C | Citigroup Inc | -0.3% | EXIT | 清仓 |
| 24 | EBAY | Ebay Inc | -0.3% | EXIT | 清仓 |
| 25 | CRWD | Crowdstrike Holdings Inc - A | -0.3% | EXIT | 清仓 |
| 26 | SHOP | Shopify Inc - Class A | -0.3% | EXIT | 清仓 |
| 27 | COST | Costco Wholesale CORP | -0.3% | -70.38% | 减仓 |
| 28 | BIIB | Biogen Inc | -0.4% | EXIT | 清仓 |
| 29 | PYPL | Paypal Holdings Inc | -0.4% | EXIT | 清仓 |
| 30 | IOT | Samsara Inc-cl A | -0.4% | EXIT | 清仓 |
| 31 | PDBC | Invesco Optimum Yield Divers | -0.4% | -77.18% | 减仓 |
| 32 | MGM | Mgm Resorts International | -0.4% | EXIT | 清仓 |
| 33 | BIDU | Baidu Inc - Spon Adr | -0.4% | EXIT | 清仓 |
| 34 | MELI | Mercadolibre Inc | -0.4% | EXIT | 清仓 |
| 35 | BAC | Bank Of America CORP | -0.6% | -57.02% | 减仓 |
| 36 | UBER | Uber Technologies Inc | -0.6% | EXIT | 清仓 |
| 37 | FTGC | First Trust Global Tactical | -0.6% | EXIT | 清仓 |
| 38 | COMT | Ishares Gsci Commodity Dynam | -0.6% | EXIT | 清仓 |
| 39 | META | Meta Platforms Inc-class A | -0.7% | -55.20% | 减仓 |
| 40 | CSCO | Cisco Systems Inc | -0.7% | EXIT | 清仓 |
| 41 | MU | Micron Technology Inc | -0.8% | -40.67% | 减仓 |
| 42 | ELV | Elevance Health Inc | -0.8% | EXIT | 清仓 |
| 43 | BCS | Barclays PLC | -0.9% | EXIT | 清仓 |
| 44 | BKNG | Booking Holdings Inc | -0.9% | EXIT | 清仓 |
| 45 | MSFT | Microsoft CORP | -1% | -60.82% | 减仓 |
| 46 | AMZN | Amazon.com Inc | -1.1% | -42.27% | 减仓 |
| 47 | AVGO | Broadcom Inc | -1.3% | +244.58% | 加仓 |
| 48 | TSLA | Tesla Inc | -1.5% | -78.96% | 减仓 |
| 49 | MA | Mastercard Inc - A | -3.2% | EXIT | 清仓 |
| 50 | UNH | Unitedhealth Group Inc | -4.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Vanguard Capital Wealth Advisors 在 Q3 2024 季度的美股持仓总市值约为 US$1.5亿，共申报了 116 个公开持股仓位。
在 Q3 2024 季度，Vanguard Capital Wealth Advisors 按市值排列的前三大核心持股分别为：AAPL (14.6%)、NVDA (7.4%)、AMZN (7.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 14.6% 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
IYZ
市值: US$77.8万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$716.2万
在 Q3 2024 季度中，Vanguard Capital Wealth Advisors 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 4 个仓位、减仓 19 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 IYZ。 本季清仓仓位包含 UNH。
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。