institutional_position_shift_skill SKILL.md skillA
institutional_position_shift_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wind-alice/alicemarket/institutional_position_shift_skill@git:20260519.104b3aaPins git:20260519.104b3aa in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- wind-alice/alicemarket
- Path
skills/institutional_position_shift_skill/SKILL.md- Versions recorded
- 4
- Latest version
- git:20260519.104b3aa, committed May 19, 2026
- First version recorded
- May 13, 2026
- Size
- 4,645 bytes
- Repository stars
- 153
- License
- none declared
识别机构持仓变化、共识强化与调仓方向，帮助判断哪些公司或行业正在被增配、减配或重新定价。适用于13F、基金季报、机构持仓复盘与风格验证。.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Institutional Position Shift Skill ## 数据依赖与执行前置条件 推荐使用万得 `wind-mcp-skill` 获取底层数据。执行前先检查本地是否已有 `wind-mcp-skill`；若没有，提示用户安装： ```bash # GitHub npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y # Gitee 镜像（国内） npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y ``` ## 技能定位 本技能用于分析机构持仓变化，回答“哪些方向被机构明显增配或减配、这些变化体现了什么共识、是高信念加仓还是被动调整、对后续市场和个股意味着什么”。输出重点不是简单比较持股数量，而是解释持仓变化背后的偏好迁移和潜在影响。 ## 执行流程 ### Step 1：确认样本范围、报告周期与解读口径 先明确本次研究的样本和边界： - 观察的是哪类机构 - 覆盖的是单只股票、一个行业，还是更大的股票池 - 对应的是哪个报告周期 - 用户更关心机构共识变化，还是某几家核心机构的动作 同时要提醒使用者：机构持仓披露通常存在时间滞后，结论应结合这一点解读。 ### Step 2：梳理持仓变化的总体特征 先从整体上判断： - 哪些行业或风格被集中增配 - 哪些方向被系统性减配 - 机构持仓是更集中还是更分散 - 原有热门方向是否仍在强化，还是开始松动 这一阶段的目标是先把大方向看清楚。 ### Step 3：拆解重点公司和代表性变化 进一步聚焦最有代表性的持仓变化： - 哪些公司被明显增持 - 哪些公司被明显减持 - 哪些变化来自原有核心仓位继续加码 - 哪些变化体现机构从旧主线转向新主线 应优先挑选能代表共识变化的样本，而不是机械罗列全部名单。 ### Step 4：区分高信念调仓与被动变化 机构持仓变化并不都具有同样含义，需要进一步判断： - 是主动表达观点，还是被动因涨跌、基准调整或流动性原因而变化 - 加仓是否伴随更高集中度 - 减仓是否代表观点转弱，还是阶段性兑现 - 是否存在机构之间分歧加大而非单一共识强化 ### Step 5：提炼对行业、主题与个股的含义 围绕调仓结果，说明： - 哪些行业或主题正在获得机构共识支持 - 哪些公司可能因机构增持得到估值与流动性支撑 - 哪些公司若出现机构撤退，风险应如何评估 - 后续需要通过哪些经营或市场信号验证机构判断是否正确 ### Step 6：形成机构调仓洞察成稿 …
Read the whole file at its exact version.
How to install
mdr add wind-alice/alicemarket/institutional_position_shift_skill@sha256:4ff8d8d486d3bedaThe line at the top of this page pins the label git:20260519.104b3aa, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_p2k7j5dkwqapgon7)
4 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 4 versions of this file, between May 13, 2026 and May 19, 2026, about one every 2 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260519.104b3aa latest | 2026-05-19 | 104b3aa | 4,645 B | A | view · diff |
| git:20260518.6dd89eb | 2026-05-18 | 6dd89eb | 4,377 B | A | view · diff |
| git:20260514.5ec04f5 | 2026-05-14 | 5ec04f5 | 5,500 B | A | view · diff |
| git:20260513.e0daa30 | 2026-05-13 | e0daa30 | 4,279 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (4645 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
wind-alice/alicemarket · 153 stars · license none declared · pushed 2026-10-30 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_p2k7j5dkwqapgon7 GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/institutional_position_shift_skill GET https://markdownregistry.com/api/v1/blob/4ff8d8d486d3beda7301d3bb085d2d43e93062bc138528547ecfc145f887b4a0
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.