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: 0001054257
申报总市值
US$3.4亿
US$3.4亿
489 檔
22.9%
Adirondack Trust Co 在 Q3 2024 季度的美股仓位总计估值为 US$3.4亿，分散于 489 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Adirondack Trust Co 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 24 档、减仓 26 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Adirondack Trust Co 的前 5 大核心持股（包含 SPY, AAPL, NVDA 等）合计占整体申报市值的 22.9%，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 489 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.15% | +0.17% | +0.76% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.50% | -0.09% | -0.52% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.22% | +0.02% | -3.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.06% | -0.27% | +0.13% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.65% | +0.02% | +0.27% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.36% | -0.01% | -1.33% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.99% | -0.15% | -0.35% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.05% | +0.05% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.62% | +0.06% | -2.66% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.62% | -0.11% | -0.01% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.62% | +0.24% | -1.57% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.60% | +0.14% | +2.07% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.56% | -0.08% | +0.19% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.55% | -0.15% | -1.09% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.41% | -0.33% | +0.19% | |
| 16 | VTHR | Vanguard Russell 3000 | ETF-其他 | 1.40% | +0.42% | +26.52% | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.40% | -0.23% | -1.41% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工业 | 1.34% | -0.21% | -0.62% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.31% | +0.20% | -4.12% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 1.24% | +0.42% | -6.82% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.24% | +0.01% | +1.89% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | -0.11% | -0.46% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -0.40% | +0.95% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.13% | +0.07% | +13.91% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.90% | -0.14% | -0.71% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.87% | -0.30% | -0.71% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.87% | +0.22% | +1.98% | |
| 28 | WM | Waste Management Inc | 股票-工业 | 0.86% | -0.11% | -0.65% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.86% | -0.06% | -1.33% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 0.77% | -0.19% | +0.32% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.72% | +0.02% | -0.41% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.16% | +2.48% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.67% | +0.10% | +0.39% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.65% | +0.72% | +1.11% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | +0.06% | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | — | +0.63% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | +0.02% | — | |
| 38 | PFE | Pfizer Inc | 股票-医疗保健 | 0.60% | -0.07% | -2.31% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.58% | +0.01% | -2.67% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.58% | +0.01% | -0.66% | |
| 41 | SYK | Stryker CORP | 股票-医疗保健 | 0.57% | -0.07% | -1.64% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.57% | -0.05% | +0.78% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.56% | -0.04% | -1.15% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | -0.09% | -1.11% | |
| 45 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.54% | -0.04% | -1.34% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.54% | -0.07% | -2.32% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.01% | +1.17% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.51% | -0.10% | -1.54% | |
| 49 | MET | Metlife Inc | 股票-金融 | 0.51% | +0.02% | -4.41% | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.49% | -0.10% | -22.47% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTHR | Vanguard Russell 3000 | +0.3% | +26.52% | 加仓 |
| 2 | AAPL | Apple Inc | +0.2% | -0.52% | 减仓 |
| 3 | LMT | Lockheed Martin CORP | +0.2% | -0.62% | 减仓 |
| 4 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +108.85% | 加仓 |
| 5 | HD | Home Depot Inc | +0.2% | +0.19% | 加仓 |
| 6 | MCD | Mcdonald's CORP | +0.2% | +0.19% | 加仓 |
| 7 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.2% | +89.24% | 加仓 |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +94.67% | 加仓 |
| 9 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +43.84% | 加仓 |
| 10 | ABBV | Abbvie Inc | +0.1% | +1.89% | 加仓 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | -0.41% | 减仓 |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +13.91% | 加仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.01% | 减仓 |
| 14 | NEE | Nextera Energy Inc | +0.1% | -0.71% | 减仓 |
| 15 | WMT | Walmart Inc | +0.1% | +0.32% | 加仓 |
| 16 | ORCL | Oracle CORP | +0.1% | +0.78% | 加仓 |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +51.37% | 加仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -0.46% | 减仓 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | -2.32% | 减仓 |
| 20 | BLKCHF | Blackrock Inc | +0.1% | -0.08% | 减仓 |
| 21 | IWD | Ishares Russell 1000 Value E | +0.1% | +19.66% | 加仓 |
| 22 | LULU | Lululemon Athletica Inc | +0.1% | +1427.50% | 加仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -1.09% | 减仓 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +2.48% | 加仓 |
| 25 | SO | Southern Co/the | +0.1% | -1.15% | 减仓 |
| 26 | SMH | Vaneck Semiconductor ETF | +0.1% | +32.27% | 加仓 |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +41.34% | 加仓 |
| 28 | D | Dominion Energy Inc | +0.1% | +31.80% | 加仓 |
| 29 | CAT | Caterpillar Inc | 0% | -6.82% | 减仓 |
| 30 | KO | Coca-cola Co/the | 0% | -1.33% | 减仓 |
| 31 | UNH | Unitedhealth Group Inc | 0% | -0.66% | 减仓 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.76% | 加仓 |
| 33 | ACN | Accenture plc | 0% | -0.66% | 减仓 |
| 34 | MET | Metlife Inc | 0% | -4.41% | 减仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | 0% | -2.66% | 减仓 |
| 36 | MDY | State Street Spdr S&p Midcap | 0% | -1.33% | 减仓 |
| 37 | PG | Procter & Gamble Co/the | 0% | -0.35% | 减仓 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +0.05% | 加仓 |
| 39 | BA | Boeing Co/the | -0.1% | -67.73% | 减仓 |
| 40 | VZ | Verizon Communications Inc | -0.1% | -22.47% | 减仓 |
| 41 | CVX | Chevron CORP | -0.1% | -0.71% | 减仓 |
| 42 | BAC | Bank Of America CORP | -0.1% | -36.65% | 减仓 |
| 43 | GLW | Corning Inc | -0.1% | -75.25% | 减仓 |
| 44 | AMAT | Applied Materials Inc | -0.2% | +1.11% | 加仓 |
| 45 | QCOM | Qualcomm Inc | -0.2% | +0.39% | 加仓 |
| 46 | AROW | Arrow Financial CORP | -0.2% | -85.40% | 减仓 |
| 47 | INTC | Intel CORP | -0.2% | -8.95% | 减仓 |
| 48 | AMZN | Amazon.com Inc | -0.3% | +0.27% | 加仓 |
| 49 | MSFT | Microsoft CORP | -0.4% | +0.13% | 加仓 |
| 50 | NVDA | Nvidia CORP | -0.5% | -3.27% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Adirondack Trust Co 在 Q3 2024 季度的美股持仓总市值约为 US$3.4亿，共申报了 489 个公开持股仓位。
在 Q3 2024 季度，Adirondack Trust Co 按市值排列的前三大核心持股分别为：SPY (12.2%)、AAPL (6.5%)、NVDA (4.2%)。其中最大持股仓位 SPY 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。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$1532.7万
在 Q3 2024 季度中，Adirondack Trust Co 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 24 个仓位、减仓 26 个仓位以及清仓 0 个仓位。
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。