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: 0001729300
申报总市值
US$3.9亿
US$3.9亿
163 檔
10.3%
在 Q4 2024 申报期间，X-Square Capital, LLC（CIK: 0001729300）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$3.9亿，共持有 163 个公开申报仓位。
X-Square Capital, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 14 个全新仓位及加仓 66 档持股的同时，亦同步清仓 12 档并减仓 50 档标的。
在资产配置集中度方面，X-Square Capital, LLC 的前 5 大核心持股（包含 IBIT, SPY, META 等）合计占整体申报市值的 10.3%，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 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 5.83% | -0.42% | +19.63% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.69% | -0.46% | +10.31% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.52% | -1.22% | -0.19% | |
| 4 | OFG | Ofg Bancorp | 股票-其他 | 2.49% | -0.06% | +0.21% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | -0.16% | +0.14% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.01% | -0.24% | -0.13% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.99% | -0.25% | -0.31% | |
| 8 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.95% | -0.42% | +64.03% | |
| 9 | FBP | First Bancorp Puerto Rico | 股票-其他 | 1.91% | -0.05% | -20.58% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.87% | -0.12% | +510.33% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.82% | -0.05% | +0.45% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.81% | +2.31% | +12.73% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.22% | -0.41% | |
| 14 | MSTR | Strategy Inc | 股票-科技 | 1.62% | -0.97% | EXIT | |
| 15 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.59% | -0.47% | -0.13% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 1.49% | -0.25% | -0.10% | |
| 17 | BPOP | Popular Inc | 股票-金融 | 1.46% | -0.06% | +135.39% | |
| 18 | URI | United Rentals Inc | 股票-工业 | 1.45% | +0.25% | +0.60% | |
| 19 | CPRT | Copart Inc | 股票-工业 | 1.41% | -0.22% | +0.71% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.40% | -0.21% | -0.02% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 1.30% | +1.96% | -0.51% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.27% | -0.22% | -0.46% | |
| 23 | RH | Rh | 股票-周期性消费 | 1.25% | -0.03% | -27.48% | |
| 24 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 1.24% | -0.03% | +0.95% | |
| 25 | XPO | Xpo Inc | 股票-工业 | 1.22% | -0.29% | +0.86% | |
| 26 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.21% | -0.10% | -0.08% | |
| 27 | SU | Suncor Energy Inc | 股票-能源 | 1.21% | -0.40% | +0.32% | |
| 28 | GD | General Dynamics CORP | 股票-工业 | 1.20% | -0.26% | +0.24% | |
| 29 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 1.18% | — | +0.49% | |
| 30 | NFE | New Fortress Energy Inc | 股票-其他 | 1.15% | -0.01% | +0.25% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.08% | -0.08% | +0.97% | |
| 32 | TDG | Transdigm Group Inc | 股票-工业 | 1.08% | -0.09% | +1.02% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.09% | +0.82% | |
| 34 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.92% | -0.10% | +0.87% | |
| 35 | GNRC | Generac Holdings Inc | 股票-工业 | 0.92% | +0.17% | +0.94% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.90% | -0.04% | — | |
| 37 | ZTAX | X-square Municipal Inc ETF | ETF-其他 | 0.89% | -0.17% | +0.94% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | -0.08% | -1.97% | |
| 39 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.82% | -0.13% | +1.46% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | -0.05% | +1.35% | |
| 41 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.79% | -0.17% | +0.78% | |
| 42 | VLO | Valero Energy CORP | 股票-能源 | 0.79% | -0.08% | +0.04% | |
| 43 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.78% | -0.21% | +1.23% | |
| 44 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.78% | -0.24% | -3.57% | |
| 45 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 0.77% | +0.80% | +2.89% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.77% | -0.12% | -21.31% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.76% | -0.03% | +0.43% | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.76% | -0.15% | +1.37% | |
| 49 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.70% | -0.33% | +0.22% | |
| 50 | IREN | IREN Limited | 股票-其他 | 0.68% | +0.16% | +87.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +2.3% | +19.63% | 加仓 |
| 2 | TSLA | Tesla Inc | +1.7% | +510.33% | 加仓 |
| 3 | BPOP | Popular Inc | +0.8% | +135.39% | 加仓 |
| 4 | MSTR | Strategy Inc | +0.7% | +11.52% | 加仓 |
| 5 | FRO | Frontline plc | +0.5% | NEW | 新建仓 |
| 6 | SMLR | Semler Scientific Inc | +0.5% | NEW | 新建仓 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.4% | — | 不变 |
| 8 | MELI | Mercadolibre Inc | +0.4% | +64.03% | 加仓 |
| 9 | NFE | New Fortress Energy Inc | +0.4% | +0.25% | 加仓 |
| 10 | IREN | IREN Limited | +0.4% | +87.77% | 加仓 |
| 11 | SMCI | Super Micro Computer Inc | +0.4% | NEW | 新建仓 |
| 12 | ASML | ASML Holding N.V. | +0.3% | NEW | 新建仓 |
| 13 | MARA | Mara Holdings Inc | +0.3% | NEW | 新建仓 |
| 14 | APP | Applovin Corp-class A | +0.3% | +2.54% | 加仓 |
| 15 | BRZU | Dir Dai Ms Braz Bul 2x Etf-u | +0.3% | NEW | 新建仓 |
| 16 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | NEW | 新建仓 |
| 17 | DPST | Dirx Dly Rgnl Bnk B3x Etf-ui | +0.2% | NEW | 新建仓 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +10.31% | 加仓 |
| 19 | COIN | Coinbase Global Inc -class A | +0.2% | +84.66% | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.2% | +0.45% | 加仓 |
| 21 | LULU | Lululemon Athletica Inc | +0.2% | -3.57% | 减仓 |
| 22 | EC | Ecopetrol Sa-sponsored Adr | +0.2% | NEW | 新建仓 |
| 23 | CROX | Crocs Inc | +0.2% | NEW | 新建仓 |
| 24 | WEBL | Dirxn Dly Djns Int Bl3 E-usi | +0.2% | NEW | 新建仓 |
| 25 | XPO | Xpo Inc | +0.2% | +0.86% | 加仓 |
| 26 | HIMS | Hims & Hers Health Inc | +0.2% | +2.89% | 加仓 |
| 27 | BITX | 2x Bitcoin Strategy ETF | +0.2% | +12.10% | 加仓 |
| 28 | UBT | Proshares Ultra 20+ Year Tsy | +0.2% | NEW | 新建仓 |
| 29 | EXPE | Expedia Group Inc | +0.1% | +1.46% | 加仓 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +0.14% | 加仓 |
| 31 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建仓 |
| 32 | VUG | Vanguard Growth ETF | +0.1% | +42.52% | 加仓 |
| 33 | VAL | Valaris Limited | +0.1% | +69.57% | 加仓 |
| 34 | BKNG | Booking Holdings Inc | +0.1% | +0.78% | 加仓 |
| 35 | REAX | Real Brokerage Inc/the | +0.1% | NEW | 新建仓 |
| 36 | SHOP | Shopify Inc - Class A | +0.1% | -2.82% | 减仓 |
| 37 | RIOT | Riot Platforms Inc | +0.1% | +32.20% | 加仓 |
| 38 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +57.14% | 加仓 |
| 39 | VTV | Vanguard Value ETF | +0.1% | +44.17% | 加仓 |
| 40 | NVDA | Nvidia CORP | +0.1% | -0.41% | 减仓 |
| 41 | WMT | Walmart Inc | +0.1% | -0.46% | 减仓 |
| 42 | CPRT | Copart Inc | 0% | +0.71% | 加仓 |
| 43 | GOOG | Alphabet Inc-cl C | 0% | -1.97% | 减仓 |
| 44 | GRMN | Garmin Ltd. | 0% | — | 不变 |
| 45 | FTNT | Fortinet Inc | 0% | -0.04% | 减仓 |
| 46 | EXE | Expand Energy CORP | 0% | +0.03% | 加仓 |
| 47 | PYPL | Paypal Holdings Inc | 0% | -0.08% | 减仓 |
| 48 | MA | Mastercard Inc - A | 0% | +8.35% | 加仓 |
| 49 | MS | Morgan Stanley | 0% | -0.12% | 减仓 |
| 50 | Z | Zillow Group Inc - C | 0% | -0.44% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，X-Square Capital, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.9亿，共申报了 163 个公开持股仓位。
在 Q4 2024 季度，X-Square Capital, LLC 按市值排列的前三大核心持股分别为：IBIT (5.8%)、SPY (3.7%)、META (2.5%)。其中最大持股仓位 IBIT 占据整体投资组合约 5.8% 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
FRO
市值: US$126.0万
本季最大获利了结 / 清仓标的
UCO
前期市值: US$90.2万
在 Q4 2024 季度中，X-Square Capital, LLC 共进行了 142 项持仓异动，包含新建仓 14 个仓位、加仓 66 个仓位、减仓 50 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 FRO。 本季清仓仓位包含 UCO。
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。
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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。