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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001897835
申报总市值
US$1.1亿
US$1.1亿
136 檔
25.6%
截至 Q3 2024 季度末，Alan B Lancz & Associates, Inc. 的美股持仓估值约为 US$1.1亿，全数申报仓位共有 136 档。
在 Q3 2024，Alan B Lancz & Associates, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 11 个既有持股进行加仓（合计增持 21 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Alan B Lancz & Associates, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, COST 等）合计占整体申报市值的 25.6%，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 | AAPL | Apple Inc | 股票-科技 | 9.56% | +0.13% | -2.47% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.92% | -0.36% | +2.47% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.76% | -0.71% | -0.09% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.22% | +0.61% | -0.18% | |
| 5 | AMGN | Amgen Inc | 股票-医疗保健 | 3.54% | -0.26% | -0.42% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.48% | +0.46% | +3.65% | |
| 7 | QCOM | Qualcomm Inc | 股票-科技 | 2.44% | +0.39% | +3.64% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.40% | -0.09% | -0.61% | |
| 9 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 2.16% | -0.33% | -2.00% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.81% | +0.05% | +1.92% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | — | +14.04% | |
| 12 | HON | Honeywell International Inc | 股票-工业 | 1.59% | -1.68% | EXIT | |
| 13 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.44% | -0.06% | +0.73% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.41% | +0.22% | +1.47% | |
| 15 | CE | Celanese CORP | 股票-原材料 | 1.40% | -0.17% | — | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.29% | -0.24% | — | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.22% | -0.08% | — | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.18% | +0.11% | +8.33% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | +0.46% | -11.04% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.10% | -0.17% | -0.70% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.01% | +22.19% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.02% | +0.03% | -2.60% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | -0.09% | +8.45% | |
| 24 | PSMT | Pricesmart Inc | 股票-非周期性消费 | 0.99% | +0.18% | — | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | -0.09% | — | |
| 26 | GEN | Gen Digital Inc | 股票-科技 | 0.95% | +0.11% | -2.07% | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 0.88% | -0.14% | — | |
| 28 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.85% | -0.20% | +4.72% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 0.85% | -0.01% | — | |
| 30 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.79% | -0.07% | — | |
| 31 | NSC | Norfolk Southern CORP | 股票-工业 | 0.78% | -0.02% | — | |
| 32 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.75% | -0.08% | — | |
| 33 | ALL | Allstate CORP | 股票-金融 | 0.75% | +0.03% | — | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.72% | -0.06% | — | |
| 35 | BX | Blackstone Inc | 股票-金融 | 0.66% | -0.04% | — | |
| 36 | OKE | Oneok Inc | 股票-能源 | 0.65% | -0.10% | — | |
| 37 | UBER | Uber Technologies Inc | 股票-工业 | 0.63% | +0.05% | +2.25% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.61% | -0.06% | — | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | +0.04% | +8.89% | |
| 40 | SRE | Sempra | 股票-公用事业 | 0.60% | — | — | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.56% | -0.39% | EXIT | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.56% | -0.02% | +11.11% | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.55% | -0.12% | — | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.55% | +0.02% | — | |
| 45 | AMT | American Tower CORP | 股票-房地产 | 0.55% | -0.06% | — | |
| 46 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 0.54% | +0.01% | -8.91% | |
| 47 | CME | Cme Group Inc | 股票-金融 | 0.53% | -0.15% | — | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.52% | -0.11% | — | |
| 49 | NI | Nisource Inc | 股票-公用事业 | 0.51% | -0.06% | — | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.50% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +0.3% | NEW | 新建仓 |
| 2 | ALSN | Allison Transmission Holding | +0.3% | -2.00% | 减仓 |
| 3 | FCX | Freeport-mcmoran Inc | +0.2% | NEW | 新建仓 |
| 4 | TRP | Tc Energy CORP | +0.2% | NEW | 新建仓 |
| 5 | EBAY | Ebay Inc | +0.2% | NEW | 新建仓 |
| 6 | ENPH | Enphase Energy Inc | +0.2% | NEW | 新建仓 |
| 7 | BNS | Bank Of Nova Scotia | +0.2% | NEW | 新建仓 |
| 8 | KDP | Keurig Dr Pepper Inc | +0.2% | NEW | 新建仓 |
| 9 | IBM | Intl Business Machines CORP | +0.2% | NEW | 新建仓 |
| 10 | ACN | Accenture plc | +0.2% | NEW | 新建仓 |
| 11 | USB | US Bancorp | +0.2% | NEW | 新建仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +22.19% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +8.45% | 加仓 |
| 14 | GILD | Gilead Sciences Inc | +0.1% | +4.72% | 加仓 |
| 15 | SHOP | Shopify Inc - Class A | +0.1% | +18.69% | 加仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | +8.33% | 加仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.61% | 减仓 |
| 18 | NEE | Nextera Energy Inc | +0.1% | -0.70% | 减仓 |
| 19 | VST | Vistra CORP | +0.1% | — | 不变 |
| 20 | HD | Home Depot Inc | +0.1% | +11.11% | 加仓 |
| 21 | BX | Blackstone Inc | +0.1% | — | 不变 |
| 22 | ORCL | Oracle CORP | +0.1% | — | 不变 |
| 23 | NVDA | Nvidia CORP | +0.1% | +14.04% | 加仓 |
| 24 | ALL | Allstate CORP | +0.1% | — | 不变 |
| 25 | LMT | Lockheed Martin CORP | +0.1% | — | 不变 |
| 26 | NEM | Newmont CORP | +0.1% | — | 不变 |
| 27 | AMT | American Tower CORP | +0.1% | — | 不变 |
| 28 | PNR | Pentair plc | +0.1% | — | 不变 |
| 29 | PSMT | Pricesmart Inc | +0.1% | — | 不变 |
| 30 | MDT | Medtronic plc | +0.1% | — | 不变 |
| 31 | NSC | Norfolk Southern CORP | +0.1% | — | 不变 |
| 32 | LOW | Lowe's Cos Inc | +0.1% | — | 不变 |
| 33 | NI | Nisource Inc | +0.1% | — | 不变 |
| 34 | PYPL | Paypal Holdings Inc | +0.1% | — | 不变 |
| 35 | ABBV | Abbvie Inc | 0% | -2.60% | 减仓 |
| 36 | AWK | American Water Works Co Inc | 0% | — | 不变 |
| 37 | APD | Air Products & Chemicals Inc | 0% | — | 不变 |
| 38 | MKC | Mccormick & Co-non Vtg Shrs | 0% | — | 不变 |
| 39 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 40 | AAPL | Apple Inc | 0% | -2.47% | 减仓 |
| 41 | CMCSA | Comcast Corp-class A | 0% | — | 不变 |
| 42 | DLTR | Dollar Tree Inc | -0.1% | +6.56% | 加仓 |
| 43 | INTC | Intel CORP | -0.1% | -2.65% | 减仓 |
| 44 | MU | Micron Technology Inc | -0.2% | -11.76% | 减仓 |
| 45 | COST | Costco Wholesale CORP | -0.2% | -0.09% | 减仓 |
| 46 | AMGN | Amgen Inc | -0.2% | -0.42% | 减仓 |
| 47 | MRK | Merck & Co. Inc. | -0.2% | +0.73% | 加仓 |
| 48 | GOOG | Alphabet Inc-cl C | -0.5% | +3.65% | 加仓 |
| 49 | QCOM | Qualcomm Inc | -0.5% | +3.64% | 加仓 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.8% | -0.18% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Alan B Lancz & Associates, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$1.1亿，共申报了 136 个公开持股仓位。
在 Q3 2024 季度，Alan B Lancz & Associates, Inc. 按市值排列的前三大核心持股分别为：AAPL (9.6%)、MSFT (4.9%)、COST (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.6% 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
RSP
市值: US$32.2万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$965.9万
在 Q3 2024 季度中，Alan B Lancz & Associates, Inc. 共进行了 31 项持仓异动，包含新建仓 10 个仓位、加仓 11 个仓位、减仓 10 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 RSP。
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。