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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002013988
申报总市值
US$4.0亿
US$4.0亿
160 檔
10.4%
截至 Q4 2024 季度末，Wealth Group, Ltd. 的美股持仓估值约为 US$4.0亿，全数申报仓位共有 160 档。
在 Q4 2024，Wealth Group, Ltd. 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 16 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Wealth Group, Ltd. 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 10.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
LRCX
市值: US$50.9万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$51.0万
| # | 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 | 11.98% | +3.08% | -0.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.50% | +0.34% | +0.98% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | +0.40% | -1.26% | |
| 4 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.15% | — | +0.49% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.09% | +1.86% | +0.76% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.05% | +1.64% | +0.43% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 3.04% | -0.98% | -1.90% | |
| 8 | TFC | Truist Financial CORP | 股票-金融 | 2.49% | -0.42% | -0.47% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.96% | +0.01% | +0.33% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.90% | -0.46% | +0.61% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.83% | -1.87% | -0.48% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.67% | -0.51% | -0.32% | |
| 13 | DUK | Duke Energy CORP | 股票-公用事业 | 1.59% | -1.83% | -0.13% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.45% | -0.42% | -0.24% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 1.42% | -0.41% | -0.62% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.36% | -0.61% | -0.52% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.26% | — | +31.91% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.20% | +1.34% | +10.63% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.58% | -0.20% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.14% | +0.24% | -1.41% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.03% | -0.15% | +1.99% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.97% | +0.10% | -0.64% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | +0.61% | +1.25% | |
| 24 | PH | Parker Hannifin CORP | 股票-工业 | 0.85% | -0.37% | +4.39% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | +0.06% | -4.83% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.83% | +0.27% | +16.29% | |
| 27 | PM | Philip Morris International | 股票-非周期性消费 | 0.82% | -0.68% | +3.57% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 0.81% | -0.36% | -0.99% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 0.79% | +0.13% | -2.49% | |
| 30 | CMI | Cummins Inc | 股票-工业 | 0.78% | +0.48% | +2.60% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.78% | -0.46% | -1.13% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | +0.14% | -2.78% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.73% | — | +463.21% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.31% | +1.99% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | — | +0.50% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.68% | — | +332.47% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | — | +8.85% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.62% | — | -3.52% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.61% | +0.05% | +3.11% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.60% | — | +0.37% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.58% | -0.15% | -1.24% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.57% | — | +0.30% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.56% | -0.04% | +0.91% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.79% | +5.59% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.52% | — | +15.36% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.50% | — | +139.01% | |
| 47 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-其他 | 0.50% | — | -12.02% | |
| 48 | BLDR | Builders Firstsource Inc | 股票-工业 | 0.49% | -0.33% | EXIT | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.47% | +0.13% | NEW | |
| 50 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.46% | -0.41% | +2.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.4% | +0.76% | 加仓 |
| 2 | AAPL | Apple Inc | +0.4% | -0.30% | 减仓 |
| 3 | LRCX | Lam Research CORP | +0.3% | NEW | 新建仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.43% | 加仓 |
| 5 | BND | Vanguard Total Bond Market | +0.2% | +31.91% | 加仓 |
| 6 | SCHG | Schwab US Large-cap Growth | +0.2% | +463.21% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.2% | -0.64% | 减仓 |
| 8 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | 新建仓 |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | NEW | 新建仓 |
| 10 | CSX | Csx CORP | +0.2% | NEW | 新建仓 |
| 11 | GILD | Gilead Sciences Inc | +0.2% | NEW | 新建仓 |
| 12 | SCHV | Schwab US Large-cap Value | +0.2% | +332.47% | 加仓 |
| 13 | WMT | Walmart Inc | +0.2% | -1.90% | 减仓 |
| 14 | NVDA | Nvidia CORP | +0.2% | -1.26% | 减仓 |
| 15 | DIS | Walt Disney Co/the | +0.1% | NEW | 新建仓 |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | 新建仓 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | 新建仓 |
| 18 | INTU | Intuit Inc | +0.1% | NEW | 新建仓 |
| 19 | MS | Morgan Stanley | +0.1% | NEW | 新建仓 |
| 20 | IAU | Ishares Gold Trust | +0.1% | NEW | 新建仓 |
| 21 | ARCC | Ares Capital CORP | +0.1% | NEW | 新建仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.20% | 减仓 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +1.25% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +28.50% | 加仓 |
| 25 | SO | Southern Co/the | +0.1% | +54.33% | 加仓 |
| 26 | VTV | Vanguard Value ETF | +0.1% | +66.32% | 加仓 |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +0.37% | 加仓 |
| 28 | MA | Mastercard Inc - A | +0.1% | +0.33% | 加仓 |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +9.19% | 加仓 |
| 30 | CMI | Cummins Inc | 0% | +2.60% | 加仓 |
| 31 | TJX | Tjx Companies Inc | 0% | +0.49% | 加仓 |
| 32 | BDX | Becton Dickinson And Co | -0.1% | -16.42% | 减仓 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -0.23% | 减仓 |
| 34 | TBIL | F/m US Treasury 3 Month Bill | -0.1% | -33.34% | 减仓 |
| 35 | TGT | Target CORP | -0.1% | -17.93% | 减仓 |
| 36 | PEP | Pepsico Inc | -0.1% | -1.13% | 减仓 |
| 37 | ADBE | Adobe Inc | -0.2% | -3.52% | 减仓 |
| 38 | W | Wayfair Inc- Class A | -0.2% | EXIT | 清仓 |
| 39 | ADM | Archer-daniels-midland Co | -0.2% | EXIT | 清仓 |
| 40 | REGN | Regeneron Pharmaceuticals | -0.2% | EXIT | 清仓 |
| 41 | MCD | Mcdonald's CORP | -0.2% | +0.61% | 加仓 |
| 42 | VZ | Verizon Communications Inc | -0.2% | -14.89% | 减仓 |
| 43 | LLY | Eli Lilly & Co | -0.2% | -2.78% | 减仓 |
| 44 | KO | Coca-cola Co/the | -0.2% | +1.99% | 加仓 |
| 45 | DUK | Duke Energy CORP | -0.2% | -0.13% | 减仓 |
| 46 | BLDR | Builders Firstsource Inc | -0.2% | -0.43% | 减仓 |
| 47 | LMT | Lockheed Martin CORP | -0.2% | -0.99% | 减仓 |
| 48 | AMGN | Amgen Inc | -0.3% | -2.49% | 减仓 |
| 49 | IBDP | Ishares Ibonds Dec 2024 Term | -0.3% | EXIT | 清仓 |
| 50 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Group, Ltd. 在 Q4 2024 季度的美股持仓总市值约为 US$4.0亿，共申报了 160 个公开持股仓位。
在 Q4 2024 季度，Wealth Group, Ltd. 按市值排列的前三大核心持股分别为：AAPL (12.0%)、MSFT (5.5%)、NVDA (3.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 12.0% 的权重。
在 Q4 2024 季度中，Wealth Group, Ltd. 共进行了 50 项持仓异动，包含新建仓 12 个仓位、加仓 16 个仓位、减仓 17 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 LRCXEUR。
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。
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。
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。