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
483 檔
23.9%
截至 Q4 2024 季度末，Adirondack Trust Co 的美股持仓估值约为 US$3.4亿，全数申报仓位共有 483 档。
在 Q4 2024，Adirondack Trust Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
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 23.9%，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 483 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 | 12.50% | +0.17% | +1.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.80% | -0.09% | -1.78% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.40% | +0.02% | -4.90% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.92% | -0.27% | -0.56% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.08% | +0.02% | -0.58% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.35% | -0.01% | +0.44% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.05% | -1.39% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.89% | -0.15% | -1.34% | |
| 9 | VTHR | Vanguard Russell 3000 | ETF-其他 | 1.81% | +0.42% | +27.86% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | -0.11% | -0.38% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.58% | +0.06% | -0.67% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.48% | +0.24% | -4.27% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.48% | -0.08% | -0.14% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.36% | +0.14% | -1.24% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.33% | +0.07% | +10.51% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | -0.15% | -3.76% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.31% | -0.33% | -1.62% | |
| 18 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.20% | -0.23% | -2.81% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.17% | +0.20% | -5.75% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.17% | -0.11% | -0.10% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 1.12% | +0.42% | -1.80% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 1.10% | -0.21% | -0.03% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.10% | +0.01% | -0.39% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.40% | -1.57% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.89% | +0.22% | +0.09% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.85% | -0.19% | -0.04% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.85% | -0.30% | -0.36% | |
| 28 | WM | Waste Management Inc | 股票-工业 | 0.83% | -0.11% | -0.51% | |
| 29 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.78% | -0.11% | +80.39% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.16% | -1.07% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | +0.06% | +8.69% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.74% | -0.14% | -1.68% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | -0.06% | -0.23% | |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.74% | -0.10% | +98.05% | |
| 35 | TSLA | Tesla Inc | 股票-周期性消费 | 0.73% | +0.02% | +0.45% | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.72% | -0.10% | +121.92% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | +0.02% | -1.48% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | +0.02% | +5.91% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.64% | -0.08% | +93.70% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | — | — | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.01% | -1.22% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.60% | +0.10% | -0.17% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.59% | +0.01% | -1.37% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.56% | -0.07% | -2.89% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.56% | -0.07% | -0.22% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.05% | +0.30% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | -0.09% | -2.32% | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.52% | +0.72% | +0.24% | |
| 49 | BLK | Blackrock Inc | 股票-金融 | 0.51% | -0.03% | — | |
| 50 | SO | Southern Co/the | 股票-公用事业 | 0.50% | -0.04% | -0.47% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.5% | NEW | 新建仓 |
| 2 | AMZN | Amazon.com Inc | +0.4% | -0.58% | 减仓 |
| 3 | VTHR | Vanguard Russell 3000 | +0.4% | +27.86% | 加仓 |
| 4 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.4% | +121.92% | 加仓 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +1.63% | 加仓 |
| 6 | IBDU | Ishares Ibonds Dec 2029 Term | +0.4% | +98.05% | 加仓 |
| 7 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.3% | +80.39% | 加仓 |
| 8 | AAPL | Apple Inc | +0.3% | -1.78% | 减仓 |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.3% | +93.70% | 加仓 |
| 10 | TSLA | Tesla Inc | +0.3% | +0.45% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -1.39% | 减仓 |
| 12 | IWF | Ishares Russell 1000 Growth | +0.2% | +10.51% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.2% | -4.90% | 减仓 |
| 14 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.2% | +190.43% | 加仓 |
| 15 | IBDY | Ishares Ibonds Dec 2033 CORP | +0.1% | +183.69% | 加仓 |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +8.69% | 加仓 |
| 17 | WMT | Walmart Inc | +0.1% | -0.04% | 减仓 |
| 18 | V | Visa Inc-class A Shares | +0.1% | -1.22% | 减仓 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -1.07% | 减仓 |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +29.83% | 加仓 |
| 21 | NFLX | Netflix Inc | +0.1% | +0.22% | 加仓 |
| 22 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | 清仓 |
| 23 | TGT | Target CORP | -0.1% | -11.33% | 减仓 |
| 24 | QCOM | Qualcomm Inc | -0.1% | -0.17% | 减仓 |
| 25 | DHR | Danaher CORP | -0.1% | -0.24% | 减仓 |
| 26 | CL | Colgate-palmolive Co | -0.1% | -1.53% | 减仓 |
| 27 | PSX | Phillips 66 | -0.1% | -1.02% | 减仓 |
| 28 | HD | Home Depot Inc | -0.1% | -0.14% | 减仓 |
| 29 | UNH | Unitedhealth Group Inc | -0.1% | — | 不变 |
| 30 | CVS | Cvs Health CORP | -0.1% | -13.25% | 减仓 |
| 31 | AMD | Advanced Micro Devices | -0.1% | +1.28% | 加仓 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -1.34% | 减仓 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -1.62% | 减仓 |
| 34 | KO | Coca-cola Co/the | -0.1% | -0.23% | 减仓 |
| 35 | VZ | Verizon Communications Inc | -0.1% | -13.99% | 减仓 |
| 36 | CAT | Caterpillar Inc | -0.1% | -1.80% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -1.57% | 减仓 |
| 38 | AMAT | Applied Materials Inc | -0.1% | +0.24% | 加仓 |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.1% | -5.75% | 减仓 |
| 40 | ABBV | Abbvie Inc | -0.1% | -0.39% | 减仓 |
| 41 | TIP | Ishares Tips Bond ETF | -0.1% | -4.27% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.1% | -0.56% | 减仓 |
| 43 | NEE | Nextera Energy Inc | -0.2% | -1.68% | 减仓 |
| 44 | INTC | Intel CORP | -0.2% | -31.13% | 减仓 |
| 45 | PFE | Pfizer Inc | -0.2% | -22.57% | 减仓 |
| 46 | PEP | Pepsico Inc | -0.2% | -2.81% | 减仓 |
| 47 | JNJ | Johnson & Johnson | -0.2% | -3.76% | 减仓 |
| 48 | LMT | Lockheed Martin CORP | -0.2% | -0.03% | 减仓 |
| 49 | LLY | Eli Lilly & Co | -0.2% | -1.24% | 减仓 |
| 50 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Adirondack Trust Co 在 Q4 2024 季度的美股持仓总市值约为 US$3.4亿，共申报了 483 个公开持股仓位。
在 Q4 2024 季度，Adirondack Trust Co 按市值排列的前三大核心持股分别为：SPY (12.5%)、AAPL (6.8%)、NVDA (4.4%)。其中最大持股仓位 SPY 占据整体投资组合约 12.5% 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
BLK
市值: US$134.5万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$125.1万
在 Q4 2024 季度中，Adirondack Trust Co 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 15 个仓位、减仓 31 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。