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: 0001169318
申报总市值
US$1.8亿
US$1.8亿
146 檔
9.4%
截至 Q3 2024 季度末，Albert D Mason Inc 的美股持仓估值约为 US$1.8亿，全数申报仓位共有 146 档。
在 Q3 2024，Albert D Mason Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 4 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，Albert D Mason Inc 的前 5 大核心持股（包含 GOOG, FISV, ADP 等）合计占整体申报市值的 9.4%，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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.47% | +0.32% | -0.18% | |
| 2 | FISV | Fiserv Inc | 股票-其他 | 2.21% | -0.25% | -5.30% | |
| 3 | ADP | Automatic Data Processing | 股票-科技 | 2.02% | -0.03% | +6.96% | |
| 4 | ITT | Itt Inc | 股票-工业 | 2.00% | -0.16% | -0.82% | |
| 5 | LIN | Linde plc | 股票-原材料 | 1.94% | -0.11% | -0.09% | |
| 6 | CMI | Cummins Inc | 股票-工业 | 1.88% | +0.17% | -2.05% | |
| 7 | HUBB | Hubbell Inc | 股票-工业 | 1.82% | +0.10% | +0.03% | |
| 8 | ✓ | Schneider Electric SA | 股票-其他 | 1.73% | +0.14% | -1.20% | |
| 9 | SKT | Tanger Inc | 股票-房地产 | 1.72% | +0.04% | +0.21% | |
| 10 | SNA | Snap-on Inc | 股票-工业 | 1.72% | -0.05% | -1.21% | |
| 11 | GWW | Ww Grainger Inc | 股票-工业 | 1.71% | +0.22% | -0.23% | |
| 12 | PH | Parker Hannifin CORP | 股票-工业 | 1.68% | -0.88% | — | |
| 13 | GGG | Graco Inc | 股票-工业 | 1.56% | -0.08% | +9.58% | |
| 14 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.54% | -0.07% | -1.45% | |
| 15 | PAYX | Paychex Inc | 股票-科技 | 1.47% | +0.06% | -1.09% | |
| 16 | PAC | Grupo Aeroportuario Pac-adr | 股票-其他 | 1.41% | -0.18% | +0.50% | |
| 17 | ✓ | Straumann Holdings AG | 股票-其他 | 1.32% | +0.11% | -1.03% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.26% | -0.07% | +1.59% | |
| 19 | WES | Western Midstream Partners L | 股票-能源 | 1.21% | -0.05% | +1.03% | |
| 20 | ✓ | Dollarama Inc. | 股票-其他 | 1.20% | — | -0.21% | |
| 21 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.15% | -0.70% | -1.16% | |
| 22 | GVDNY | Givaudan-unspon Adr | 股票-其他 | 1.15% | +0.07% | -0.36% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.14% | -0.36% | -1.61% | |
| 24 | ✓ | Gaztransport et Technigaz SAS | 股票-其他 | 1.14% | -0.06% | -1.29% | |
| 25 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.13% | -1.16% | EXIT | |
| 26 | CLMB | Climb Global Solutions Inc | 股票-其他 | 1.12% | +0.02% | -59.07% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 1.11% | +1.39% | -1.28% | |
| 28 | NSC | Norfolk Southern CORP | 股票-工业 | 1.09% | -0.03% | -1.26% | |
| 29 | FAST | Fastenal Co | 股票-工业 | 1.09% | -0.07% | -0.81% | |
| 30 | GRMN | Garmin Ltd. | 股票-科技 | 1.08% | -0.07% | -0.87% | |
| 31 | OGS | One Gas Inc | 股票-公用事业 | 1.07% | — | -0.30% | |
| 32 | HON | Honeywell International Inc | 股票-工业 | 1.05% | -0.61% | EXIT | |
| 33 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.04% | -0.22% | +1.45% | |
| 34 | ATR | Aptargroup Inc | 股票-医疗保健 | 1.04% | -0.11% | -1.42% | |
| 35 | AVY | Avery Dennison CORP | 股票-周期性消费 | 1.04% | — | -1.54% | |
| 36 | AAPL | Apple Inc | 股票-科技 | 1.03% | -0.01% | -1.44% | |
| 37 | ✓ | SThree PLC | 股票-其他 | 1.01% | — | -1.31% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.99% | -0.25% | -0.55% | |
| 39 | CPK | Chesapeake Utilities CORP | 股票-其他 | 0.99% | +0.18% | +0.18% | |
| 40 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.96% | -0.37% | -0.56% | |
| 41 | ✓ | Banco del Bajio SA | 股票-其他 | 0.94% | -0.08% | +0.18% | |
| 42 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.94% | — | -0.32% | |
| 43 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.92% | — | -1.10% | |
| 44 | ET | Energy Transfer LP | 股票-能源 | 0.89% | -0.12% | +1.14% | |
| 45 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.89% | — | -1.35% | |
| 46 | AHRT | Ah Realty Trust Inc | 股票-其他 | 0.88% | — | +0.66% | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.88% | -0.03% | +0.11% | |
| 48 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.87% | +0.11% | -0.69% | |
| 49 | ✓ | Sabre Insurance Group PLC | 股票-其他 | 0.85% | -0.02% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.83% | +0.40% | -0.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.7% | NEW | 新建仓 |
| 2 | IRMD | Iradimed CORP | +0.5% | NEW | 新建仓 |
| 3 | ADP | Automatic Data Processing | +0.3% | +6.96% | 加仓 |
| 4 | PH | Parker Hannifin CORP | +0.3% | — | 不变 |
| 5 | SHW | Sherwin-williams Co/the | +0.3% | -1.45% | 减仓 |
| 6 | ✓ | Straumann Holdings AG | +0.3% | -1.03% | 减仓 |
| 7 | SKT | Tanger Inc | +0.2% | +0.21% | 加仓 |
| 8 | GGG | Graco Inc | +0.2% | +9.58% | 加仓 |
| 9 | HUBB | Hubbell Inc | +0.2% | +0.03% | 加仓 |
| 10 | FISV | Fiserv Inc | +0.2% | -5.30% | 减仓 |
| 11 | ITT | Itt Inc | +0.2% | -0.82% | 减仓 |
| 12 | SFL | SFL Corporation Ltd. | +0.2% | +66.86% | 加仓 |
| 13 | CMI | Cummins Inc | +0.2% | -2.05% | 减仓 |
| 14 | ACN | Accenture plc | +0.2% | NEW | 新建仓 |
| 15 | GWW | Ww Grainger Inc | +0.1% | -0.23% | 减仓 |
| 16 | CF | Cf Industries Holdings Inc | +0.1% | NEW | 新建仓 |
| 17 | DEO | Diageo Plc-sponsored Adr | +0.1% | NEW | 新建仓 |
| 18 | MCD | Mcdonald's CORP | +0.1% | -1.61% | 减仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +1.59% | 加仓 |
| 20 | ✓ | Coats Group PLC | +0.1% | -0.44% | 减仓 |
| 21 | GVDNY | Givaudan-unspon Adr | +0.1% | -0.36% | 减仓 |
| 22 | OGS | One Gas Inc | +0.1% | -0.30% | 减仓 |
| 23 | CPK | Chesapeake Utilities CORP | +0.1% | +0.18% | 加仓 |
| 24 | NGG | National Grid Plc-sp Adr | +0.1% | -0.32% | 减仓 |
| 25 | PAC | Grupo Aeroportuario Pac-adr | +0.1% | +0.50% | 加仓 |
| 26 | NSC | Norfolk Southern CORP | +0.1% | -1.26% | 减仓 |
| 27 | ATO | Atmos Energy CORP | +0.1% | -0.69% | 减仓 |
| 28 | PB | Prosperity Bancshares Inc | +0.1% | -1.35% | 减仓 |
| 29 | FBK | Fb Financial CORP | +0.1% | -0.00% | 减仓 |
| 30 | PAYX | Paychex Inc | +0.1% | -1.09% | 减仓 |
| 31 | ✓ | Dollarama Inc. | +0.1% | -0.21% | 减仓 |
| 32 | FAST | Fastenal Co | +0.1% | -0.81% | 减仓 |
| 33 | KMI | Kinder Morgan, Inc. | +0.1% | +1.45% | 加仓 |
| 34 | ENB | Enbridge Inc | +0.1% | +3.72% | 加仓 |
| 35 | SNA | Snap-on Inc | +0.1% | -1.21% | 减仓 |
| 36 | PBA | Pembina Pipeline CORP | +0.1% | +0.54% | 加仓 |
| 37 | ATR | Aptargroup Inc | +0.1% | -1.42% | 减仓 |
| 38 | LIN | Linde plc | +0.1% | -0.09% | 减仓 |
| 39 | ✓ | Schneider Electric SA | 0% | -1.20% | 减仓 |
| 40 | CRMT | America's Car-mart Inc | -0.1% | +0.38% | 加仓 |
| 41 | GTBIF | Green Thumb Industries Inc | -0.1% | — | 不变 |
| 42 | CROX | Crocs Inc | -0.2% | EXIT | 清仓 |
| 43 | BIOX | Bioceres Crop Solutions Corp. | -0.2% | -0.56% | 减仓 |
| 44 | CHRD | Chord Energy CORP | -0.2% | -28.40% | 减仓 |
| 45 | FLNG | FLEX LNG Ltd. | -0.4% | EXIT | 清仓 |
| 46 | ✓ | Banco del Bajio SA | -0.4% | +0.18% | 加仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.4% | -0.18% | 减仓 |
| 48 | CSCO | Cisco Systems Inc | -0.5% | EXIT | 清仓 |
| 49 | CLMB | Climb Global Solutions Inc | -0.7% | -59.07% | 减仓 |
| 50 | LRCXEUR | Lam Research CORP | -1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Albert D Mason Inc 在 Q3 2024 季度的美股持仓总市值约为 US$1.8亿，共申报了 146 个公开持股仓位。
在 Q3 2024 季度，Albert D Mason Inc 按市值排列的前三大核心持股分别为：GOOG (2.5%)、FISV (2.2%)、ADP (2.0%)。其中最大持股仓位 GOOG 占据整体投资组合约 2.5% 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
LRCX
市值: US$114.3万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$149.2万
在 Q3 2024 季度中，Albert D Mason Inc 共进行了 48 项持仓异动，包含新建仓 5 个仓位、加仓 13 个仓位、减仓 26 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 LRCXEUR。
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。