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: 0001791002
申报总市值
US$4.2亿
US$4.2亿
126 檔
26.0%
在 Q3 2024 申报期间，Xcel Wealth Management, LLC（CIK: 0001791002）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$4.2亿，共持有 126 个公开申报仓位。
在 Q3 2024，Xcel Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 21 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，Xcel Wealth Management, LLC 的前 5 大核心持股（包含 RH, AMZN, GOOGL 等）合计占整体申报市值的 26.0%，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 | RH | Rh | 股票-周期性消费 | 12.18% | +0.41% | +1.31% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.92% | -0.29% | +8.72% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.61% | +0.07% | -9.68% | |
| 4 | BAC | Bank Of America CORP | 股票-金融 | 4.48% | -0.42% | +1.35% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.69% | -0.11% | +0.71% | |
| 6 | F | Ford Motor Co | 股票-周期性消费 | 3.40% | -0.48% | +38.07% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.28% | -0.23% | -4.03% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.21% | -0.17% | -0.58% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 3.16% | -0.10% | -0.13% | |
| 10 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.34% | -0.60% | +0.07% | |
| 11 | PFE | Pfizer Inc | 股票-医疗保健 | 2.34% | -0.21% | +0.38% | |
| 12 | BA | Boeing Co/the | 股票-工业 | 2.23% | -0.32% | +16.82% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.95% | -0.14% | -1.19% | |
| 14 | WHR | Whirlpool CORP | 股票-周期性消费 | 1.85% | -0.20% | EXIT | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.77% | -0.01% | -0.27% | |
| 16 | DEA | Easterly Government Properties, Inc. | 股票-其他 | 1.56% | — | +0.28% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.50% | -0.44% | -1.02% | |
| 18 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.49% | -0.37% | +2.29% | |
| 19 | UBER | Uber Technologies Inc | 股票-工业 | 1.48% | -0.36% | -4.54% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.28% | -0.08% | -7.18% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.27% | +0.69% | +4.07% | |
| 22 | FRT | Federal Realty Invs Trust | 股票-房地产 | 1.25% | -0.19% | -7.13% | |
| 23 | BLMN | Bloomin' Brands Inc | 股票-其他 | 1.20% | -0.01% | +19.35% | |
| 24 | NOW | Servicenow Inc | 股票-科技 | 1.15% | -0.24% | -3.30% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | — | +714.11% | |
| 26 | GE | General Electric | 股票-工业 | 1.05% | +0.05% | -0.39% | |
| 27 | TSLA | Tesla Inc | 股票-周期性消费 | 1.00% | +0.11% | +2.07% | |
| 28 | PRU | Prudential Financial Inc | 股票-金融 | 1.00% | +0.39% | -8.02% | |
| 29 | YETI | Yeti Holdings Inc | 股票-周期性消费 | 0.85% | -0.02% | -2.73% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.84% | -0.25% | +1.21% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | -0.30% | +40.20% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.83% | -0.19% | -9.72% | |
| 33 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.80% | +0.02% | +0.28% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.78% | -0.21% | -0.31% | |
| 35 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.71% | -0.19% | -0.10% | |
| 36 | TGT | Target CORP | 股票-周期性消费 | 0.70% | — | -12.07% | |
| 37 | CELH | Celsius Holdings Inc | 股票-非周期性消费 | 0.66% | +0.01% | -9.11% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +0.50% | +109.35% | |
| 39 | PPL | Ppl CORP | 股票-公用事业 | 0.58% | -0.09% | -69.76% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.55% | +1.15% | — | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.55% | -0.09% | — | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.55% | -0.39% | +3.95% | |
| 43 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.52% | — | +5.85% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | -0.40% | -4.93% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工业 | 0.49% | +0.22% | NEW | |
| 46 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.48% | — | -19.81% | |
| 47 | T | At&t Inc | 股票-通信服务 | 0.46% | -0.21% | -0.79% | |
| 48 | CAT | Caterpillar Inc | 股票-工业 | 0.45% | +0.29% | -11.76% | |
| 49 | GRMN | Garmin Ltd. | 股票-科技 | 0.44% | -0.11% | -1.73% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.01% | -0.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RH | Rh | +2.8% | +1.31% | 加仓 |
| 2 | UPS | United Parcel Service-cl B | +0.3% | +265.40% | 加仓 |
| 3 | AMD | Advanced Micro Devices | +0.3% | +109.35% | 加仓 |
| 4 | HD | Home Depot Inc | +0.3% | -0.13% | 减仓 |
| 5 | F | Ford Motor Co | +0.3% | +38.07% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.2% | +2.07% | 加仓 |
| 7 | NEE | Nextera Energy Inc | +0.2% | +2.29% | 加仓 |
| 8 | DIS | Walt Disney Co/the | +0.2% | +40.20% | 加仓 |
| 9 | AAPL | Apple Inc | +0.2% | +0.71% | 加仓 |
| 10 | WMT | Walmart Inc | +0.1% | -1.02% | 减仓 |
| 11 | SBUX | Starbucks CORP | +0.1% | NEW | 新建仓 |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +106.60% | 加仓 |
| 13 | GE | General Electric | +0.1% | -0.39% | 减仓 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建仓 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.19% | 减仓 |
| 16 | MU | Micron Technology Inc | +0.1% | +152.57% | 加仓 |
| 17 | AXP | American Express Co | +0.1% | -0.31% | 减仓 |
| 18 | BX | Blackstone Inc | +0.1% | — | 不变 |
| 19 | BXP | Bxp Inc | +0.1% | +0.64% | 加仓 |
| 20 | MO | Altria Group Inc | +0.1% | NEW | 新建仓 |
| 21 | SBCF | Seacoast Banking Corp/fl | +0.1% | NEW | 新建仓 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +1.21% | 加仓 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +50.10% | 加仓 |
| 24 | AWK | American Water Works Co Inc | +0.1% | NEW | 新建仓 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | 新建仓 |
| 26 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建仓 |
| 27 | VZ | Verizon Communications Inc | +0.1% | +0.07% | 加仓 |
| 28 | DEA | Easterly Government Properties, Inc. | 0% | +0.28% | 加仓 |
| 29 | ABT | Abbott Laboratories | 0% | +3.95% | 加仓 |
| 30 | NOW | Servicenow Inc | 0% | -3.30% | 减仓 |
| 31 | WHR | Whirlpool CORP | 0% | +3.12% | 加仓 |
| 32 | RTX | Rtx CORP | 0% | -9.72% | 减仓 |
| 33 | MS | Morgan Stanley | — | -0.27% | 减仓 |
| 34 | FRT | Federal Realty Invs Trust | 0% | -7.13% | 减仓 |
| 35 | PANW | Palo Alto Networks Inc | 0% | +4.07% | 加仓 |
| 36 | ROST | Ross Stores Inc | -0.1% | EXIT | 清仓 |
| 37 | PFE | Pfizer Inc | -0.1% | +0.38% | 加仓 |
| 38 | TFC | Truist Financial CORP | -0.1% | EXIT | 清仓 |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | EXIT | 清仓 |
| 40 | KO | Coca-cola Co/the | -0.1% | -30.10% | 减仓 |
| 41 | LMT | Lockheed Martin CORP | -0.1% | EXIT | 清仓 |
| 42 | SCHW | Schwab (charles) CORP | -0.1% | — | 不变 |
| 43 | AMZN | Amazon.com Inc | -0.1% | +8.72% | 加仓 |
| 44 | STZ | Constellation Brands Inc-a | -0.2% | -19.81% | 减仓 |
| 45 | CRM | Salesforce Inc | -0.2% | -46.88% | 减仓 |
| 46 | AVGO | Broadcom Inc | -0.3% | +714.11% | 加仓 |
| 47 | NVDA | Nvidia CORP | -0.3% | -0.58% | 减仓 |
| 48 | CELH | Celsius Holdings Inc | -0.8% | -9.11% | 减仓 |
| 49 | PPL | Ppl CORP | -1.1% | -69.76% | 减仓 |
| 50 | GOOGL | Alphabet Inc-cl A | -1.4% | -9.68% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Xcel Wealth Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$4.2亿，共申报了 126 个公开持股仓位。
在 Q3 2024 季度，Xcel Wealth Management, LLC 按市值排列的前三大核心持股分别为：RH (12.2%)、AMZN (6.9%)、GOOGL (4.6%)。其中最大持股仓位 RH 占据整体投资组合约 12.2% 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
SBUX
市值: US$46.5万
本季最大获利了结 / 清仓标的
LMT
前期市值: US$32.2万
在 Q3 2024 季度中，Xcel Wealth Management, LLC 共进行了 48 项持仓异动，包含新建仓 7 个仓位、加仓 21 个仓位、减仓 16 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SBUX。 本季清仓仓位包含 LMT。
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。