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: 0001932645
申报总市值
US$1.1亿
US$1.1亿
182 檔
31.1%
在 Q4 2024 申报期间，Wallace Advisory Group, LLC（CIK: 0001932645）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$1.1亿，共持有 182 个公开申报仓位。
在 Q4 2024，Wallace Advisory Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 15 个新仓位，并对 14 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Wallace Advisory Group, LLC 的前 5 大核心持股（包含 MRK, CVX, AMZN 等）合计占整体申报市值的 31.1%，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 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 9.09% | -0.89% | +0.05% | |
| 2 | CVX | Chevron CORP | 股票-能源 | 4.53% | -2.67% | +0.70% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.51% | -0.04% | +1.08% | |
| 4 | CI | THE Cigna Group | 股票-医疗保健 | 2.92% | -0.30% | +0.06% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.83% | +0.25% | +42.27% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 2.18% | -0.30% | +3.56% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.20% | -5.91% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.94% | — | -8.79% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.50% | +0.29% | +1.89% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | +0.13% | -0.28% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.39% | — | -2.96% | |
| 12 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.32% | — | +352.40% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.26% | -0.28% | -0.22% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.26% | -0.03% | -1.41% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.25% | -0.23% | -7.29% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.22% | — | +85.07% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 1.18% | — | +26.67% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.11% | — | -0.07% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.06% | — | -6.50% | |
| 20 | INDA | Ishares Msci India ETF | ETF-其他 | 1.04% | — | -4.70% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.03% | — | — | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | -0.15% | +4.01% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 1.00% | -0.37% | EXIT | |
| 24 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.00% | — | -48.81% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | -0.11% | -17.33% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.96% | — | +8.68% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.85% | +0.04% | +8.18% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | +0.34% | +15.24% | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 0.83% | -0.17% | -12.21% | |
| 30 | JD | Jd.com Inc-adr | 股票-周期性消费 | 0.76% | -0.16% | -6.60% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.28% | — | |
| 32 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.74% | -0.33% | +38.12% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | -0.25% | -2.76% | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.72% | -0.15% | -2.42% | |
| 35 | NFLX | Netflix Inc | 股票-通信服务 | 0.72% | -0.10% | -1.88% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.71% | — | +0.19% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.05% | -6.12% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.65% | -3.70% | +90.09% | |
| 39 | MSCI | Msci Inc | 股票-金融 | 0.64% | -0.33% | EXIT | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.62% | — | -15.32% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.02% | -23.01% | |
| 42 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.61% | -0.32% | -0.88% | |
| 43 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.60% | -0.28% | EXIT | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.59% | +0.33% | -2.91% | |
| 45 | T | At&t Inc | 股票-通信服务 | 0.58% | -0.18% | -2.12% | |
| 46 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型股与成长 | 0.57% | +0.18% | +189.60% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | — | +17.06% | |
| 48 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.56% | — | — | |
| 49 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.53% | — | -5.40% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.51% | +0.36% | -5.30% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +1.1% | +352.40% | 加仓 |
| 2 | VIG | Vanguard Dividend Apprec ETF | +1% | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | +0.9% | +42.27% | 加仓 |
| 4 | ORCL | Oracle CORP | +0.8% | NEW | 新建仓 |
| 5 | SHLD | Global X Defense Tech ETF | +0.6% | NEW | 新建仓 |
| 6 | TIP | Ishares Tips Bond ETF | +0.5% | +85.07% | 加仓 |
| 7 | SPXL | Direxion Daily S&p 500 Bull | +0.4% | +189.60% | 加仓 |
| 8 | EPAM | Epam Systems Inc | +0.3% | NEW | 新建仓 |
| 9 | MSCI | Msci Inc | +0.3% | +63.09% | 加仓 |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +90.09% | 加仓 |
| 11 | MDLZ | Mondelez International Inc-a | +0.3% | NEW | 新建仓 |
| 12 | SHOP | Shopify Inc - Class A | +0.3% | +38.12% | 加仓 |
| 13 | PAYC | Paycom Software Inc | +0.3% | NEW | 新建仓 |
| 14 | SRE | Sempra | +0.3% | NEW | 新建仓 |
| 15 | TSLA | Tesla Inc | +0.2% | NEW | 新建仓 |
| 16 | AVGO | Broadcom Inc | +0.2% | NEW | 新建仓 |
| 17 | GLDM | Spdr Gold Minishares Trust | +0.2% | +3.56% | 加仓 |
| 18 | JD | Jd.com Inc-adr | +0.2% | -6.60% | 减仓 |
| 19 | WDAY | Workday Inc-class A | +0.2% | +60.49% | 加仓 |
| 20 | BAH | Booz Allen Hamilton Holdings | +0.2% | +107.52% | 加仓 |
| 21 | SONY | Sony Group CORP - Sp Adr | +0.2% | NEW | 新建仓 |
| 22 | GSHD | Goosehead Insurance Inc -a | +0.2% | NEW | 新建仓 |
| 23 | IBM | Intl Business Machines CORP | +0.2% | +17.06% | 加仓 |
| 24 | GE | General Electric | +0.2% | NEW | 新建仓 |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.2% | NEW | 新建仓 |
| 26 | COST | Costco Wholesale CORP | +0.2% | NEW | 新建仓 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | NEW | 新建仓 |
| 28 | ADBE | Adobe Inc | +0.1% | +26.67% | 加仓 |
| 29 | TDC | Teradata CORP | -0.2% | EXIT | 清仓 |
| 30 | P | Everpure Inc-a | -0.2% | EXIT | 清仓 |
| 31 | ENTG | Entegris Inc | -0.2% | EXIT | 清仓 |
| 32 | EME | Emcor Group Inc | -0.2% | EXIT | 清仓 |
| 33 | NVT | nVent Electric plc | -0.2% | EXIT | 清仓 |
| 34 | XONE | Bondbloxx Bbg 1 Dur US Treas | -0.2% | EXIT | 清仓 |
| 35 | WFRD | Weatherford International plc | -0.2% | EXIT | 清仓 |
| 36 | ✓ | Bank Montreal Que | -0.2% | -39.66% | 减仓 |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | -0.2% | -27.92% | 减仓 |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -23.01% | 减仓 |
| 39 | CPAY | Corpay Inc | -0.2% | EXIT | 清仓 |
| 40 | CR | Crane Co | -0.2% | EXIT | 清仓 |
| 41 | DG | Dollar General CORP | -0.3% | EXIT | 清仓 |
| 42 | NKE | Nike Inc -cl B | -0.3% | EXIT | 清仓 |
| 43 | MSFT | Microsoft CORP | -0.4% | -5.91% | 减仓 |
| 44 | PG | Procter & Gamble Co/the | -0.4% | EXIT | 清仓 |
| 45 | GOOG | Alphabet Inc-cl C | -0.4% | -17.33% | 减仓 |
| 46 | CVX | Chevron CORP | -0.5% | +0.70% | 加仓 |
| 47 | CRM | Salesforce Inc | -0.7% | -78.57% | 减仓 |
| 48 | XHLF | Bondbloxx Bbg 6 Mth US Treas | -1.1% | -48.81% | 减仓 |
| 49 | MRK | Merck & Co. Inc. | -1.4% | +0.05% | 加仓 |
| 50 | BBJP | Jpmorgan Betabuilders Japan | -1.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Wallace Advisory Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$1.1亿，共申报了 182 个公开持股仓位。
在 Q4 2024 季度，Wallace Advisory Group, LLC 按市值排列的前三大核心持股分别为：MRK (9.1%)、CVX (4.5%)、AMZN (3.5%)。其中最大持股仓位 MRK 占据整体投资组合约 9.1% 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
VIG
市值: US$148.8万
本季最大获利了结 / 清仓标的
BBJP
前期市值: US$249.7万
在 Q4 2024 季度中，Wallace Advisory Group, LLC 共进行了 50 项持仓异动，包含新建仓 15 个仓位、加仓 14 个仓位、减仓 8 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 VIG。 本季清仓仓位包含 BBJP。
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。