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: 0001767306
申报总市值
US$121.9亿
US$121.9亿
1630 檔
8.0%
根据最新整理的 13F 季度数据集，Vanguard Personalized Indexing Management, LLC 于 Q1 2024 结束时的管理资产规模为 US$121.9亿。该机构在本季度申报了 1630 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024，Vanguard Personalized Indexing Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 42 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Vanguard Personalized Indexing Management, LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 8.0%，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 1630 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 | MSFT | Microsoft CORP | 股票-科技 | 6.30% | -0.62% | +9.64% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.20% | -0.02% | +5.60% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.35% | -0.11% | +9.10% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.09% | -0.01% | +12.31% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.09% | +0.34% | +12.08% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.00% | -0.35% | +10.53% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.32% | +0.22% | +8.26% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | +0.13% | +11.90% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | +0.06% | +1.62% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | -0.11% | +13.66% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | +0.01% | +10.08% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | +0.04% | +10.31% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.85% | +0.18% | +6.15% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 0.85% | -0.09% | +17.96% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 0.75% | -0.01% | +8.82% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 0.73% | -0.03% | +14.59% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | -0.05% | +10.63% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | -0.19% | +11.36% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.67% | -0.03% | +8.91% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.30% | +11.29% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.59% | +0.02% | +13.73% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | -0.07% | +36.53% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 0.54% | -0.28% | +10.09% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +0.75% | +11.93% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.51% | -0.09% | +11.73% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.50% | -0.23% | +263.13% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 0.47% | -0.04% | +3.52% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.04% | +8.57% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.16% | +17.45% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.44% | -0.05% | +8.53% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.01% | +23.45% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.41% | -0.10% | +14.21% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | -0.03% | +21.48% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.40% | +0.38% | +7.35% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.39% | -0.12% | +10.72% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.39% | -0.05% | +28.74% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | +0.16% | +5.85% | |
| 38 | LIN | Linde plc | 股票-原材料 | 0.37% | +0.01% | +11.88% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.35% | +0.18% | +10.24% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.34% | -0.01% | +20.58% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.34% | -0.07% | +19.67% | |
| 42 | INTU | Intuit Inc | 股票-科技 | 0.34% | -0.10% | +22.55% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.33% | -0.04% | +8.68% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.33% | -0.07% | +5.36% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.32% | +0.02% | +7.55% | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.31% | -0.02% | +5.83% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.31% | +0.05% | +25.85% | |
| 48 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.30% | -0.06% | +14.68% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.30% | +0.13% | +20.52% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.29% | — | +10.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +9.10% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +10.53% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +12.31% | 加仓 |
| 4 | RTX | Rtx CORP | +0.2% | NEW | 新建仓 |
| 5 | LLY | Eli Lilly & Co | +0.2% | +8.26% | 加仓 |
| 6 | TGT | Target CORP | +0.2% | NEW | 新建仓 |
| 7 | TRV | Travelers Cos Inc/the | +0.1% | NEW | 新建仓 |
| 8 | EW | Edwards Lifesciences CORP | +0.1% | NEW | 新建仓 |
| 9 | AVGO | Broadcom Inc | +0.1% | +11.90% | 加仓 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +13.66% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.1% | +9.64% | 加仓 |
| 12 | COR | Cencora Inc | +0.1% | NEW | 新建仓 |
| 13 | FTNT | Fortinet Inc | +0.1% | NEW | 新建仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +10.08% | 加仓 |
| 15 | MA | Mastercard Inc - A | +0.1% | +17.96% | 加仓 |
| 16 | DIS | Walt Disney Co/the | +0.1% | +20.58% | 加仓 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +42.59% | 加仓 |
| 18 | TTEN | Totalenergies Se -spon Adr | +0.1% | NEW | 新建仓 |
| 19 | EPD | Enterprise Products Partners | +0.1% | NEW | 新建仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +36.53% | 加仓 |
| 21 | GE | General Electric | +0.1% | +16.42% | 加仓 |
| 22 | UBER | Uber Technologies Inc | +0.1% | +42.63% | 加仓 |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +8.91% | 加仓 |
| 24 | ABBV | Abbvie Inc | +0.1% | +13.73% | 加仓 |
| 25 | NFLX | Netflix Inc | +0.1% | +10.09% | 加仓 |
| 26 | AMD | Advanced Micro Devices | +0.1% | +11.93% | 加仓 |
| 27 | WMT | Walmart Inc | +0.1% | +263.13% | 加仓 |
| 28 | TMO | Thermo Fisher Scientific Inc | +0.1% | +28.74% | 加仓 |
| 29 | QCOM | Qualcomm Inc | +0.1% | +25.85% | 加仓 |
| 30 | PGR | Progressive CORP | +0.1% | +18.60% | 加仓 |
| 31 | MU | Micron Technology Inc | +0.1% | +22.05% | 加仓 |
| 32 | BAC | Bank Of America CORP | +0.1% | +23.45% | 加仓 |
| 33 | AMAT | Applied Materials Inc | +0.1% | +7.35% | 加仓 |
| 34 | ASML | ASML Holding N.V. | +0.1% | +20.53% | 加仓 |
| 35 | XOM | Exxon Mobil CORP | 0% | +11.29% | 加仓 |
| 36 | CAT | Caterpillar Inc | 0% | +10.24% | 加仓 |
| 37 | ETN | Eaton Corporation plc | 0% | +7.55% | 加仓 |
| 38 | WFC | Wells Fargo & Co | 0% | +20.11% | 加仓 |
| 39 | HD | Home Depot Inc | 0% | +14.59% | 加仓 |
| 40 | CRM | Salesforce Inc | 0% | +11.73% | 加仓 |
| 41 | ORCL | Oracle CORP | 0% | +8.57% | 加仓 |
| 42 | KO | Coca-cola Co/the | 0% | +21.48% | 加仓 |
| 43 | PG | Procter & Gamble Co/the | 0% | +10.63% | 加仓 |
| 44 | COST | Costco Wholesale CORP | 0% | +11.36% | 加仓 |
| 45 | CVX | Chevron CORP | 0% | +17.45% | 加仓 |
| 46 | GOOGL | Alphabet Inc-cl A | — | +12.08% | 加仓 |
| 47 | V | Visa Inc-class A Shares | 0% | +10.31% | 加仓 |
| 48 | GOOG | Alphabet Inc-cl C | -0.1% | +1.62% | 加仓 |
| 49 | TSLA | Tesla Inc | -0.4% | +8.82% | 加仓 |
| 50 | AAPL | Apple Inc | -1.5% | +5.60% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Vanguard Personalized Indexing Management, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$121.9亿，共申报了 1630 个公开持股仓位。
在 Q1 2024 季度，Vanguard Personalized Indexing Management, LLC 按市值排列的前三大核心持股分别为：MSFT (6.3%)、AAPL (5.2%)、NVDA (4.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.3% 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
RTX
市值: US$1085.6万
在 Q1 2024 季度中，Vanguard Personalized Indexing Management, LLC 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 42 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 RTX。
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。