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: 0001568303
申报总市值
US$3.5亿
US$3.5亿
284 檔
20.1%
根据最新整理的 13F 季度数据集，West Family Investments, Inc. 于 Q4 2024 结束时的管理资产规模为 US$3.5亿。该机构在本季度申报了 284 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，West Family Investments, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 17 个仓位并完全清仓 14 档持股，调降曝光的仓位数量高于加仓动作。
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, AAPL, SCHP 等）合计占整体申报市值的 20.1%，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 284 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 | 9.23% | -11.94% | EXIT | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.94% | -0.02% | -1.12% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.84% | -5.96% | EXIT | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.60% | -5.84% | EXIT | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.54% | +0.49% | -2.01% | |
| 6 | LGO | Largo Inc | 股票-其他 | 3.34% | -0.72% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | +0.13% | -3.83% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 2.59% | -2.70% | EXIT | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.20% | +0.11% | +4.76% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.20% | +0.02% | -1.22% | |
| 11 | EXE | Expand Energy CORP | 股票-能源 | 1.73% | -1.75% | — | |
| 12 | EQT | Eqt CORP | 股票-能源 | 1.66% | -2.29% | -0.11% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.45% | +0.31% | +2.75% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.38% | -0.02% | -1.48% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.25% | +0.17% | -1.44% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.22% | +0.14% | -1.56% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | +0.29% | -1.54% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 0.89% | -0.24% | -2.21% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | -0.10% | -1.15% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.34% | -1.37% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.82% | -0.94% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | -0.11% | -0.40% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.64% | +0.28% | -12.71% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | -0.14% | -1.25% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | +0.02% | -3.53% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.61% | +0.04% | -2.34% | |
| 27 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.61% | -0.08% | +14.29% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.56% | -0.06% | -5.57% | |
| 29 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.56% | -0.02% | -1.41% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | -0.12% | +11.07% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.54% | -0.07% | -0.77% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.53% | -0.17% | -1.33% | |
| 33 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.53% | +0.07% | -1.08% | |
| 34 | RSG | Republic Services Inc | 股票-工业 | 0.52% | -0.08% | -1.27% | |
| 35 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 0.51% | -1.45% | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.18% | +5.99% | |
| 37 | WM | Waste Management Inc | 股票-工业 | 0.49% | -0.11% | -2.72% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.49% | +0.03% | -3.49% | |
| 39 | WIT | Wipro Ltd-adr | 股票-其他 | 0.49% | -0.06% | +84.87% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | -0.15% | +1.65% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.16% | -2.36% | |
| 42 | CRSP | CRISPR Therapeutics AG | 股票-医疗保健 | 0.49% | -0.59% | — | |
| 43 | MSI | Motorola Solutions Inc | 股票-科技 | 0.46% | -0.06% | -2.90% | |
| 44 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.45% | -0.08% | -5.40% | |
| 45 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.44% | -0.08% | -1.80% | |
| 46 | SHEL | Shell Plc-adr | 股票-能源 | 0.43% | +0.03% | -1.69% | |
| 47 | RDY | Dr. Reddy's Laboratories-adr | 股票-其他 | 0.42% | -0.08% | +481.75% | |
| 48 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.42% | -0.02% | -13.30% | |
| 49 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.40% | -0.24% | +2.90% | |
| 50 | KR | Kroger Co | 股票-非周期性消费 | 0.40% | -0.09% | -1.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.5% | -1.44% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.76% | 加仓 |
| 3 | EQT | Eqt CORP | +0.4% | -0.11% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -1.22% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | -2.01% | 减仓 |
| 6 | EXE | Expand Energy CORP | +0.3% | — | 不变 |
| 7 | AAPL | Apple Inc | +0.3% | -1.12% | 减仓 |
| 8 | AVGO | Broadcom Inc | +0.3% | -1.54% | 减仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.75% | 加仓 |
| 10 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 11 | LRCX | Lam Research CORP | +0.2% | NEW | 新建仓 |
| 12 | BA | Boeing Co/the | +0.1% | NEW | 新建仓 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建仓 |
| 14 | T | At&t Inc | +0.1% | +70.37% | 加仓 |
| 15 | TSN | Tyson Foods Inc-cl A | +0.1% | NEW | 新建仓 |
| 16 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建仓 |
| 17 | NOW | Servicenow Inc | +0.1% | +27.00% | 加仓 |
| 18 | NFLX | Netflix Inc | +0.1% | -1.33% | 减仓 |
| 19 | AFRM | Affirm Holdings Inc | +0.1% | NEW | 新建仓 |
| 20 | TYL | Tyler Technologies Inc | +0.1% | NEW | 新建仓 |
| 21 | UPS | United Parcel Service-cl B | +0.1% | NEW | 新建仓 |
| 22 | MU | Micron Technology Inc | +0.1% | NEW | 新建仓 |
| 23 | SCHP | Schwab U.s. Tips ETF | 0% | +116.50% | 加仓 |
| 24 | MBB | Ishares Mbs ETF | -0.1% | +0.45% | 加仓 |
| 25 | UMC | United Microelectron-sp Adr | -0.1% | -3.30% | 减仓 |
| 26 | ALC | Alcon Inc. | -0.1% | EXIT | 清仓 |
| 27 | KMB | Kimberly-clark CORP | -0.1% | EXIT | 清仓 |
| 28 | MRK | Merck & Co. Inc. | -0.1% | -5.57% | 减仓 |
| 29 | PKX | Posco Holdings Inc -spon Adr | -0.1% | EXIT | 清仓 |
| 30 | PLD | Prologis Inc | -0.1% | EXIT | 清仓 |
| 31 | ORANY | Orange-spon Adr | -0.1% | EXIT | 清仓 |
| 32 | TD | Toronto-dominion Bank | -0.1% | EXIT | 清仓 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -14.71% | 减仓 |
| 34 | KDP | Keurig Dr Pepper Inc | -0.1% | EXIT | 清仓 |
| 35 | MSFT | Microsoft CORP | -0.1% | -3.83% | 减仓 |
| 36 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清仓 |
| 37 | ACGL | Arch Capital Group Ltd. | -0.1% | EXIT | 清仓 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | -53.77% | 减仓 |
| 39 | KLAC | Kla CORP | -0.1% | EXIT | 清仓 |
| 40 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清仓 |
| 41 | REGN | Regeneron Pharmaceuticals | -0.2% | -4.45% | 减仓 |
| 42 | ELV | Elevance Health Inc | -0.2% | EXIT | 清仓 |
| 43 | PFE | Pfizer Inc | -0.2% | EXIT | 清仓 |
| 44 | LLY | Eli Lilly & Co | -0.2% | -1.56% | 减仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -12.71% | 减仓 |
| 46 | CVS | Cvs Health CORP | -0.2% | -9.12% | 减仓 |
| 47 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清仓 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -2.34% | 减仓 |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | +22.66% | 加仓 |
| 50 | LGO | Largo Inc | -0.7% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，West Family Investments, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$3.5亿，共申报了 284 个公开持股仓位。
在 Q4 2024 季度，West Family Investments, Inc. 按市值排列的前三大核心持股分别为：IAU (9.2%)、AAPL (3.9%)、SCHP (3.8%)。其中最大持股仓位 IAU 占据整体投资组合约 9.2% 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
ANET
市值: US$61.6万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$54.2万
在 Q4 2024 季度中，West Family Investments, Inc. 共进行了 48 项持仓异动，包含新建仓 10 个仓位、加仓 7 个仓位、减仓 17 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。