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: 0001895612
申报总市值
US$4.6亿
US$4.6亿
143 檔
11.3%
Q1 2024 季度申报显示，VELA Investment Management, LLC 披露的美股组合总市值为 US$4.6亿，涵盖 143 个不同之权益投资仓位。
在 Q1 2024 期间，VELA Investment Management, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，VELA Investment Management, LLC 的前 5 大核心持股（包含 KEX, BRK-B, HUBG 等）合计占整体申报市值的 11.3%，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 | KEX | Kirby CORP | 股票-工业 | 4.61% | -0.72% | +2.07% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.96% | -0.03% | -0.48% | |
| 3 | HUBG | Hub Group Inc-cl A | 股票-其他 | 3.20% | -0.02% | +131.98% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.08% | +0.30% | +16.29% | |
| 5 | GBX | Greenbrier Companies Inc | 股票-其他 | 2.71% | -0.12% | -5.93% | |
| 6 | CIVI | Civitas Resources Inc | 股票-其他 | 2.28% | — | +3.70% | |
| 7 | GHC | Graham Holdings Co-class B | 股票-工业 | 2.25% | — | +0.51% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | +0.46% | +69.36% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.84% | +0.07% | +5.46% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 1.76% | -0.10% | +244.59% | |
| 11 | SYY | Sysco CORP | 股票-非周期性消费 | 1.75% | -0.86% | EXIT | |
| 12 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.67% | — | -4.60% | |
| 13 | ASH | Ashland Inc | 股票-原材料 | 1.65% | — | +1.06% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.57% | +0.03% | +319.19% | |
| 15 | AIT | Applied Industrial Tech Inc | 股票-工业 | 1.56% | -0.02% | -2.08% | |
| 16 | WNC | Wabash National CORP | 股票-其他 | 1.55% | — | +200.90% | |
| 17 | HUM | Humana Inc | 股票-医疗保健 | 1.51% | — | +13.89% | |
| 18 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.43% | -0.16% | +0.49% | |
| 19 | NOC | Northrop Grumman CORP | 股票-工业 | 1.38% | -0.04% | +2.08% | |
| 20 | NTNX | Nutanix Inc - A | 股票-科技 | 1.23% | — | -23.02% | |
| 21 | MDT | Medtronic plc | 股票-医疗保健 | 1.21% | -0.01% | +1.45% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.19% | -0.02% | +1.71% | |
| 23 | CRTO | Criteo Sa-spon Adr | 股票-其他 | 1.18% | -0.34% | +0.26% | |
| 24 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.09% | +0.07% | +4.47% | |
| 25 | FIS | Fidelity National Info Serv | 股票-科技 | 1.09% | -0.03% | +3.57% | |
| 26 | EHC | Encompass Health CORP | 股票-医疗保健 | 1.09% | +0.36% | -10.65% | |
| 27 | ET | Energy Transfer LP | 股票-能源 | 1.07% | — | -3.23% | |
| 28 | RRC | Range Resources CORP | 股票-能源 | 1.04% | -0.04% | +10.22% | |
| 29 | FDX | Fedex CORP | 股票-工业 | 1.03% | -0.02% | +39.41% | |
| 30 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 0.98% | -0.54% | +121.04% | |
| 31 | SU | Suncor Energy Inc | 股票-能源 | 0.97% | -0.17% | +0.07% | |
| 32 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.97% | -0.08% | EXIT | |
| 33 | MTN | Vail Resorts Inc | 股票-周期性消费 | 0.95% | -0.02% | +0.06% | |
| 34 | WEN | Wendy's Co/the | 股票-周期性消费 | 0.90% | — | +6.87% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.89% | -0.12% | +68.22% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.88% | +0.59% | -15.21% | |
| 37 | PFGC | Performance Food Group Co | 股票-非周期性消费 | 0.86% | +0.17% | -3.92% | |
| 38 | FROG | JFrog Ltd. | 股票-科技 | 0.85% | — | — | |
| 39 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 0.82% | +0.14% | +19.46% | |
| 40 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.82% | -0.27% | EXIT | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.81% | -0.05% | -25.98% | |
| 42 | CNM | Core & Main Inc-class A | 股票-工业 | 0.77% | — | +80.44% | |
| 43 | MCHP | Microchip Technology Inc | 股票-科技 | 0.76% | — | +67.13% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.75% | — | -21.56% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.74% | +0.04% | +13.60% | |
| 46 | TDW | Tidewater Inc | 股票-能源 | 0.70% | -0.08% | +6.03% | |
| 47 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 0.68% | -0.07% | EXIT | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | +0.24% | +72.25% | |
| 49 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.68% | +1.22% | NEW | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.07% | +1.29% |
根据 SEC 官方 Form 13F 申报备案，VELA Investment Management, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$4.6亿，共申报了 143 个公开持股仓位。
在 Q1 2024 季度，VELA Investment Management, LLC 按市值排列的前三大核心持股分别为：KEX (4.6%)、BRK-B (4.0%)、HUBG (3.2%)。其中最大持股仓位 KEX 占据整体投资组合约 4.6% 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。
在 Q1 2024 季度中，VELA Investment Management, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。