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: 0002051491
申报总市值
US$4.6亿
US$4.6亿
230 檔
20.3%
在 Q3 2024 的 13F 官方备案中，Westmount Partners, LLC 管理的美股投资组合规模来到 US$4.6亿，整体持股档数为 230 档。
在 Q3 2024，Westmount Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 19 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Westmount Partners, LLC 的前 5 大核心持股（包含 AAPL, MSFT, CACI 等）合计占整体申报市值的 20.3%，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 230 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 | AAPL | Apple Inc | 股票-科技 | 11.54% | +0.92% | +0.05% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.63% | -0.30% | +10.36% | |
| 3 | CACI | Caci International Inc -cl A | 股票-科技 | 4.45% | -0.88% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.19% | +0.46% | +0.19% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 3.09% | — | -21.73% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.96% | +0.30% | +37.62% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.50% | +0.34% | +977.43% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.47% | +0.27% | -1.32% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.22% | +0.12% | +13.03% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | -0.28% | +0.28% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.99% | +0.10% | +0.48% | |
| 12 | ILMN | Illumina Inc | 股票-医疗保健 | 1.87% | -0.20% | — | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.63% | +0.13% | +4.71% | |
| 14 | ASTH | Astrana Health Inc | 股票-其他 | 1.61% | +0.32% | -1.75% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.33% | -0.33% | +0.08% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.29% | +0.06% | -1.54% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.24% | +0.08% | +92.58% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | -0.03% | -3.81% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.04% | -0.07% | +2.75% | |
| 20 | MASI* | Masimo CORP | 股票-其他 | 1.04% | -1.06% | EXIT | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.00% | -0.03% | -1.53% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | -0.12% | +0.50% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.97% | -0.14% | -8.53% | |
| 24 | KFY | Korn Ferry | 股票-工业 | 0.94% | -0.04% | -4.73% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | +0.08% | +0.01% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | -0.05% | +8.09% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.76% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | -0.14% | -0.16% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.68% | -0.01% | -0.06% | |
| 30 | NFLX | Netflix Inc | 股票-通信服务 | 0.66% | -0.26% | +0.81% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | — | +4.29% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.65% | -0.06% | +0.77% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | +0.14% | +41.22% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | -4.01% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | -0.03% | -1.29% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | +0.11% | +109.60% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.01% | -1.71% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.56% | -0.07% | -0.08% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.56% | -0.04% | -5.12% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.31% | +3.15% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | -0.04% | -0.82% | |
| 42 | CUSD | Crossingbridge Ultra-short D | ETF-其他 | 0.49% | -0.02% | +0.19% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.48% | — | -1.61% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | +0.09% | +0.43% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.43% | — | -0.05% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.43% | +0.04% | +0.03% | |
| 47 | RDNT | Radnet Inc | 股票-医疗保健 | 0.42% | -0.01% | — | |
| 48 | AMGN | Amgen Inc | 股票-医疗保健 | 0.42% | -0.03% | +18.10% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.40% | +0.03% | -5.08% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | +0.14% | +3.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +37.62% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +92.58% | 加仓 |
| 3 | ASTH | Astrana Health Inc | +0.4% | -1.75% | 减仓 |
| 4 | CACI | Caci International Inc -cl A | +0.3% | — | 不变 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +109.60% | 加仓 |
| 6 | ILMN | Illumina Inc | +0.2% | — | 不变 |
| 7 | IBM | Intl Business Machines CORP | +0.2% | -1.54% | 减仓 |
| 8 | WMT | Walmart Inc | +0.1% | +0.08% | 加仓 |
| 9 | ORCL | Oracle CORP | +0.1% | +2.75% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +8.09% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +41.22% | 加仓 |
| 12 | PNC | Pnc Financial Services Group | +0.1% | NEW | 新建仓 |
| 13 | AVGO | Broadcom Inc | +0.1% | +977.43% | 加仓 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.28% | 加仓 |
| 15 | HD | Home Depot Inc | +0.1% | -1.53% | 减仓 |
| 16 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 17 | VTR | Ventas Inc | +0.1% | NEW | 新建仓 |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | 新建仓 |
| 19 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | 新建仓 |
| 20 | NUE | Nucor CORP | +0.1% | NEW | 新建仓 |
| 21 | MMM | 3m Co | +0.1% | NEW | 新建仓 |
| 22 | LPX | Louisiana-pacific CORP | +0.1% | NEW | 新建仓 |
| 23 | GE | General Electric | +0.1% | +20.91% | 加仓 |
| 24 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建仓 |
| 25 | DFIV | Dimensional International Va | +0.1% | NEW | 新建仓 |
| 26 | EAOA | Ishares Esg Aware 80/20 Aggr | +0.1% | NEW | 新建仓 |
| 27 | AMGN | Amgen Inc | +0.1% | +18.10% | 加仓 |
| 28 | FICO | Fair Isaac CORP | +0.1% | — | 不变 |
| 29 | MASI* | Masimo CORP | 0% | — | 不变 |
| 30 | TSLA | Tesla Inc | 0% | -0.15% | 减仓 |
| 31 | PM | Philip Morris International | 0% | -0.05% | 减仓 |
| 32 | RDNT | Radnet Inc | 0% | — | 不变 |
| 33 | VT | Vanguard Tot World Stk ETF | 0% | +4.71% | 加仓 |
| 34 | ISRG | Intuitive Surgical Inc | 0% | -0.08% | 减仓 |
| 35 | JNJ | Johnson & Johnson | — | -0.16% | 减仓 |
| 36 | KFY | Korn Ferry | 0% | -4.73% | 减仓 |
| 37 | PG | Procter & Gamble Co/the | 0% | +0.50% | 加仓 |
| 38 | AMZN | Amazon.com Inc | -0.1% | +13.03% | 加仓 |
| 39 | SILA | Sila Realty Trust Inc | -0.1% | EXIT | 清仓 |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.48% | 加仓 |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.1% | EXIT | 清仓 |
| 42 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | EXIT | 清仓 |
| 43 | MU | Micron Technology Inc | -0.1% | EXIT | 清仓 |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -27.06% | 减仓 |
| 45 | QCOM | Qualcomm Inc | -0.1% | +0.43% | 加仓 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.32% | 减仓 |
| 47 | VOO | Vanguard S&p 500 ETF | -0.2% | +0.19% | 加仓 |
| 48 | AAPL | Apple Inc | -0.2% | +0.05% | 加仓 |
| 49 | MSFT | Microsoft CORP | -0.3% | +10.36% | 加仓 |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -1.2% | -21.73% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Westmount Partners, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$4.6亿，共申报了 230 个公开持股仓位。
在 Q3 2024 季度，Westmount Partners, LLC 按市值排列的前三大核心持股分别为：AAPL (11.5%)、MSFT (4.6%)、CACI (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.5% 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
PNC
市值: US$30.5万
本季最大获利了结 / 清仓标的
TDIV
前期市值: US$23.3万
在 Q3 2024 季度中，Westmount Partners, LLC 共进行了 45 项持仓异动，包含新建仓 11 个仓位、加仓 19 个仓位、减仓 11 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 PNC。 本季清仓仓位包含 TDIV。
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。