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
113 檔
26.4%
在 Q4 2024 申报期间，Vanguard Capital Wealth Advisors（CIK: 0001730578）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.5亿，共持有 113 个公开申报仓位。
在 Q4 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 18 个仓位并完全清仓 13 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 26.4%，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 | 15.95% | -2.55% | -2.13% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.63% | -0.90% | +1.66% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 8.63% | -0.27% | -0.65% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.18% | -0.37% | -6.98% | |
| 5 | URI | United Rentals Inc | 股票-工业 | 4.08% | +0.49% | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.51% | -0.52% | -5.38% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.41% | -0.29% | -1.14% | |
| 8 | MS | Morgan Stanley | 股票-金融 | 2.24% | +0.38% | +32.63% | |
| 9 | BA | Boeing Co/the | 股票-工业 | 1.98% | +0.07% | +34.27% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.81% | -0.33% | -0.48% | |
| 11 | NFLX | Netflix Inc | 股票-通信服务 | 1.60% | -0.12% | -2.94% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.41% | -0.21% | -5.13% | |
| 13 | CAT | Caterpillar Inc | 股票-工业 | 1.37% | +0.16% | +0.12% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.26% | -0.17% | +0.02% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.02% | -0.34% | +0.31% | |
| 16 | HDGE | Advisorshares Ranger Eq Bear | ETF-其他 | 1.00% | -0.93% | -11.39% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | -0.12% | -4.05% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.97% | -0.19% | +192.29% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.20% | — | |
| 20 | CCJ | Cameco CORP | 股票-能源 | 0.91% | +0.08% | — | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.86% | +0.14% | NEW | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.85% | -0.18% | +219.37% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.84% | -0.21% | +228.52% | |
| 24 | MFG | Mizuho Financial Group-adr | 股票-金融 | 0.84% | +0.07% | +129.53% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | -0.14% | -2.19% | |
| 26 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.80% | -0.09% | — | |
| 27 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.80% | -0.07% | -4.59% | |
| 28 | SLB | Slb LTD | 股票-能源 | 0.75% | — | +34.33% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.71% | -0.08% | -0.62% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.24% | +0.11% | |
| 31 | BX | Blackstone Inc | 股票-金融 | 0.69% | -0.06% | +2.79% | |
| 32 | UEC | Uranium Energy CORP | 股票-能源 | 0.66% | -0.18% | +19.07% | |
| 33 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.63% | +0.19% | NEW | |
| 34 | XAWFX | Alliancebernstein Gl Hi Inc | 股票-其他 | 0.58% | -0.10% | — | |
| 35 | IYZ | Ishares US Telecommunication | ETF-其他 | 0.58% | — | -35.40% | |
| 36 | MU | Micron Technology Inc | 股票-科技 | 0.58% | +5.26% | -66.13% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.56% | — | — | |
| 38 | PSX | Phillips 66 | 股票-能源 | 0.52% | -0.12% | -31.18% | |
| 39 | MMM | 3m Co | 股票-工业 | 0.51% | +0.31% | NEW | |
| 40 | KIO | Kkr Income Opportunities | 股票-其他 | 0.51% | — | — | |
| 41 | VXX | Ipath Series B S&p 500 Vix | ETF-大型股与成长 | 0.50% | -0.04% | — | |
| 42 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 0.50% | +0.10% | +217.41% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.07% | — | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.48% | +0.01% | — | |
| 45 | UBER | Uber Technologies Inc | 股票-工业 | 0.48% | — | — | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.48% | +1.11% | -27.22% | |
| 47 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.48% | — | — | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | +0.11% | — | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.46% | -0.06% | -2.37% | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.45% | -0.10% | +0.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.5% | -0.65% | 减仓 |
| 2 | AAPL | Apple Inc | +1.3% | -2.13% | 减仓 |
| 3 | NVDA | Nvidia CORP | +1.2% | +1.66% | 加仓 |
| 4 | CCJ | Cameco CORP | +0.9% | NEW | 新建仓 |
| 5 | MS | Morgan Stanley | +0.9% | +32.63% | 加仓 |
| 6 | BA | Boeing Co/the | +0.8% | +34.27% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.7% | -0.48% | 减仓 |
| 8 | AVGO | Broadcom Inc | +0.7% | -1.14% | 减仓 |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | NEW | 新建仓 |
| 10 | MFG | Mizuho Financial Group-adr | +0.5% | +129.53% | 加仓 |
| 11 | MMM | 3m Co | +0.5% | NEW | 新建仓 |
| 12 | VXX | Ipath Series B S&p 500 Vix | +0.5% | NEW | 新建仓 |
| 13 | UBER | Uber Technologies Inc | +0.5% | NEW | 新建仓 |
| 14 | COIN | Coinbase Global Inc -class A | +0.5% | NEW | 新建仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.5% | -6.98% | 减仓 |
| 16 | JETS | US Global Jets ETF | +0.3% | NEW | 新建仓 |
| 17 | NFLX | Netflix Inc | +0.3% | -2.94% | 减仓 |
| 18 | LYV | Live Nation Entertainment In | +0.3% | NEW | 新建仓 |
| 19 | SBUX | Starbucks CORP | +0.3% | NEW | 新建仓 |
| 20 | NDAQ | Nasdaq Inc | +0.2% | NEW | 新建仓 |
| 21 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.2% | NEW | 新建仓 |
| 22 | ETHE | Grayscale Ethereum Staking E | +0.2% | NEW | 新建仓 |
| 23 | RCS | Pimco Strategic Income Fund | +0.2% | NEW | 新建仓 |
| 24 | DECK | Deckers Outdoor CORP | +0.2% | — | 不变 |
| 25 | QCOM | Qualcomm Inc | -0.2% | -31.35% | 减仓 |
| 26 | GGN | Gamco Glbl Gold Ntrl Res Inc | -0.2% | -28.90% | 减仓 |
| 27 | COP | Conocophillips | -0.2% | -32.67% | 减仓 |
| 28 | JNJ | Johnson & Johnson | -0.2% | EXIT | 清仓 |
| 29 | EOG | Eog Resources Inc | -0.2% | EXIT | 清仓 |
| 30 | ACGL | Arch Capital Group Ltd. | -0.2% | EXIT | 清仓 |
| 31 | HDGE | Advisorshares Ranger Eq Bear | -0.2% | -11.39% | 减仓 |
| 32 | IYZ | Ishares US Telecommunication | -0.2% | -35.40% | 减仓 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | EXIT | 清仓 |
| 34 | INTC | Intel CORP | -0.3% | -27.22% | 减仓 |
| 35 | UPS | United Parcel Service-cl B | -0.3% | EXIT | 清仓 |
| 36 | VST | Vistra CORP | -0.3% | EXIT | 清仓 |
| 37 | KIE | Ss Spdr S&p Insurance ETF | -0.3% | EXIT | 清仓 |
| 38 | PSX | Phillips 66 | -0.3% | -31.18% | 减仓 |
| 39 | FCX | Freeport-mcmoran Inc | -0.3% | EXIT | 清仓 |
| 40 | THW | Abrdn World Healthcare Fund | -0.4% | EXIT | 清仓 |
| 41 | URI | United Rentals Inc | -0.5% | — | 不变 |
| 42 | MTG | Mgic Investment CORP | -0.5% | EXIT | 清仓 |
| 43 | XOP | Ss Spdr S&p Og Exp & Prod | -0.5% | EXIT | 清仓 |
| 44 | BOAT | Sonicshares Global Shipping | -0.6% | EXIT | 清仓 |
| 45 | AMD | Advanced Micro Devices | -0.6% | EXIT | 清仓 |
| 46 | GLD | Spdr Gold Shares | -0.7% | -64.45% | 减仓 |
| 47 | AMAT | Applied Materials Inc | -0.8% | -57.70% | 减仓 |
| 48 | SLV | Ishares Silver Trust | -1.4% | -76.24% | 减仓 |
| 49 | MU | Micron Technology Inc | -1.5% | -66.13% | 减仓 |
| 50 | IAU | Ishares Gold Trust | -3.2% | -89.59% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Vanguard Capital Wealth Advisors 在 Q4 2024 季度的美股持仓总市值约为 US$1.5亿，共申报了 113 个公开持股仓位。
在 Q4 2024 季度，Vanguard Capital Wealth Advisors 按市值排列的前三大核心持股分别为：AAPL (15.9%)、NVDA (8.6%)、AMZN (8.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 15.9% 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
CCJ
市值: US$83.9万
本季最大获利了结 / 清仓标的
AMD
前期市值: US$58.7万
在 Q4 2024 季度中，Vanguard Capital Wealth Advisors 共进行了 48 项持仓异动，包含新建仓 13 个仓位、加仓 4 个仓位、减仓 18 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 CCJ。 本季清仓仓位包含 AMD。
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。