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: 0001568303
申报总市值
US$3.5亿
US$3.5亿
293 檔
20.8%
West Family Investments, Inc. 在 Q3 2024 季度的美股仓位总计估值为 US$3.5亿，分散于 293 个持仓标的之中，反映其市场参与广度与投资规模。
West Family Investments, Inc. 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 19 档持股的同时，亦同步清仓 10 档并减仓 9 档标的。
在资产配置集中度方面，West Family Investments, Inc. 的前 5 大核心持股（包含 IAU, LGO, TLT 等）合计占整体申报市值的 20.8%，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 293 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 | IAU | Ishares Gold Trust | ETF-避险与商品 | 9.06% | -11.94% | EXIT | |
| 2 | LGO | Largo Inc | 股票-其他 | 3.99% | -0.72% | — | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.93% | -5.84% | EXIT | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.87% | -5.96% | EXIT | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.63% | -0.02% | +16.71% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | +0.13% | +20.77% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.19% | +0.49% | +16.78% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 2.64% | -2.70% | EXIT | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.85% | +0.02% | +21.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.80% | +0.11% | +7.65% | |
| 11 | EXE | Expand Energy CORP | 股票-能源 | 1.40% | -1.75% | — | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.39% | +0.14% | +5.84% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.33% | -0.02% | +21.67% | |
| 14 | EQT | Eqt CORP | 股票-能源 | 1.29% | -2.29% | -23.57% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.21% | +0.31% | +7.46% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.88% | -0.94% | EXIT | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | -0.10% | +6.92% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.85% | +0.04% | +2.97% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.82% | +0.28% | -67.50% | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 0.80% | +0.17% | +20.83% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.29% | +1167.38% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.79% | -0.24% | +5.59% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | +0.34% | +8.23% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | -0.11% | +15.61% | |
| 25 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.67% | -0.06% | +5.46% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | -0.14% | +7.23% | |
| 27 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 0.57% | -1.45% | — | |
| 28 | CRSP | CRISPR Therapeutics AG | 股票-医疗保健 | 0.57% | -0.59% | — | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.56% | +0.03% | +2.46% | |
| 30 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.55% | -0.02% | -3.06% | |
| 31 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.55% | -0.08% | +7.17% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.02% | +21.37% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | -0.12% | +13.21% | |
| 34 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.53% | -0.53% | +13.57% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.18% | -78.08% | |
| 36 | WM | Waste Management Inc | 股票-工业 | 0.51% | -0.11% | -0.43% | |
| 37 | RSG | Republic Services Inc | 股票-工业 | 0.51% | -0.08% | +0.09% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.07% | -64.89% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | -0.15% | +2.50% | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.49% | -0.08% | +10.83% | |
| 41 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.48% | +0.07% | +5.34% | |
| 42 | WIT | Wipro Ltd-adr | 股票-其他 | 0.48% | -0.06% | -1.16% | |
| 43 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.46% | -0.02% | +88.87% | |
| 44 | SHEL | Shell Plc-adr | 股票-能源 | 0.45% | +0.03% | +4.45% | |
| 45 | MSI | Motorola Solutions Inc | 股票-科技 | 0.45% | -0.06% | +0.24% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.16% | +1.79% | |
| 47 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.44% | -0.08% | +22.77% | |
| 48 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.43% | +0.02% | +0.42% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.42% | -0.13% | +7.54% | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.42% | +0.04% | +4.96% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +2% | — | 不变 |
| 2 | AAPL | Apple Inc | +1.2% | +16.71% | 加仓 |
| 3 | LGO | Largo Inc | +0.9% | — | 不变 |
| 4 | MSFT | Microsoft CORP | +0.8% | +20.77% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.7% | +16.78% | 加仓 |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | — | 不变 |
| 7 | SCHP | Schwab U.s. Tips ETF | +0.6% | — | 不变 |
| 8 | META | Meta Platforms Inc-class A | +0.5% | +21.67% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.5% | +21.36% | 加仓 |
| 10 | MBB | Ishares Mbs ETF | +0.4% | — | 不变 |
| 11 | TSLA | Tesla Inc | +0.4% | +20.83% | 加仓 |
| 12 | AVGO | Broadcom Inc | +0.3% | +1167.38% | 加仓 |
| 13 | HDB | Hdfc Bank Ltd-adr | +0.2% | +88.87% | 加仓 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +6.92% | 加仓 |
| 15 | WMT | Walmart Inc | +0.2% | +5.59% | 加仓 |
| 16 | ABT | Abbott Laboratories | +0.2% | NEW | 新建仓 |
| 17 | PG | Procter & Gamble Co/the | +0.2% | +15.61% | 加仓 |
| 18 | TMUS | T-mobile US Inc | +0.2% | +22.77% | 加仓 |
| 19 | HD | Home Depot Inc | +0.2% | +30.95% | 加仓 |
| 20 | V | Visa Inc-class A Shares | +0.2% | +21.37% | 加仓 |
| 21 | CRM | Salesforce Inc | +0.2% | +76.65% | 加仓 |
| 22 | UBS | UBS Group AG | +0.1% | NEW | 新建仓 |
| 23 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 24 | ORCL | Oracle CORP | +0.1% | +27.48% | 加仓 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +65.24% | 加仓 |
| 26 | EOG | Eog Resources Inc | +0.1% | NEW | 新建仓 |
| 27 | MDT | Medtronic plc | +0.1% | NEW | 新建仓 |
| 28 | NKE | Nike Inc -cl B | +0.1% | NEW | 新建仓 |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +85.34% | 加仓 |
| 30 | PKX | Posco Holdings Inc -spon Adr | +0.1% | NEW | 新建仓 |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 0% | +2.97% | 加仓 |
| 32 | HUM | Humana Inc | -0.1% | EXIT | 清仓 |
| 33 | EQT | Eqt CORP | -0.2% | -23.57% | 减仓 |
| 34 | HSBC | Hsbc Holdings Plc-spons Adr | -0.6% | -78.60% | 减仓 |
| 35 | MA | Mastercard Inc - A | -0.6% | -64.89% | 减仓 |
| 36 | WPM | Wheaton Precious Metals CORP | -0.7% | EXIT | 清仓 |
| 37 | GHC | Graham Holdings Co-class B | -0.7% | EXIT | 清仓 |
| 38 | FCX | Freeport-mcmoran Inc | -1% | -91.60% | 减仓 |
| 39 | CVX | Chevron CORP | -1.1% | -83.41% | 减仓 |
| 40 | UNH | Unitedhealth Group Inc | -1.1% | -67.50% | 减仓 |
| 41 | KGC | Kinross Gold CORP | -1.2% | -96.48% | 减仓 |
| 42 | XOM | Exxon Mobil CORP | -1.5% | -78.08% | 减仓 |
| 43 | XLE | Ss Energy Select Sector | -1.6% | EXIT | 清仓 |
| 44 | ELV | Elevance Health Inc | -1.6% | -92.36% | 减仓 |
| 45 | GDX | Vaneck Gold Miners ETF | -1.7% | EXIT | 清仓 |
| 46 | ABX | Barrick Gold CORP | -1.8% | EXIT | 清仓 |
| 47 | HACK | Amplify Cybersecurity ETF | -2.3% | EXIT | 清仓 |
| 48 | SLV | Ishares Silver Trust | -2.3% | EXIT | 清仓 |
| 49 | RRC | Range Resources CORP | -2.8% | EXIT | 清仓 |
| 50 | NEM | Newmont CORP | -3.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，West Family Investments, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$3.5亿，共申报了 293 个公开持股仓位。
在 Q3 2024 季度，West Family Investments, Inc. 按市值排列的前三大核心持股分别为：IAU (9.1%)、LGO (4.0%)、TLT (3.9%)。其中最大持股仓位 IAU 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
ABT
市值: US$54.4万
本季最大获利了结 / 清仓标的
NEM
前期市值: US$1027.4万
在 Q3 2024 季度中，West Family Investments, Inc. 共进行了 45 项持仓异动，包含新建仓 7 个仓位、加仓 19 个仓位、减仓 9 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 ABT。 本季清仓仓位包含 NEM。
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。