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: 0001917618
申报总市值
US$8.6亿
US$8.6亿
85 檔
15.5%
截至 Q3 2024 季度末，Alley Investment Management Company, LLC 的美股持仓估值约为 US$8.6亿，全数申报仓位共有 85 档。
在 Q3 2024，Alley Investment Management Company, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 32 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Alley Investment Management Company, LLC 的前 5 大核心持股（包含 AAPL, JPM, AMP 等）合计占整体申报市值的 15.5%，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 | 3.93% | +0.29% | +0.01% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.42% | +0.17% | -0.31% | |
| 3 | AMP | Ameriprise Financial Inc | 股票-金融 | 3.32% | -1.42% | -0.53% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | -0.13% | +0.44% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.87% | +0.19% | +0.53% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.82% | -0.07% | +6.33% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 2.70% | — | -0.12% | |
| 8 | PAYX | Paychex Inc | 股票-科技 | 2.69% | +0.02% | +0.75% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工业 | 2.59% | -0.55% | -0.35% | |
| 10 | BLKCHF | Blackrock Inc | 股票-其他 | 2.58% | — | -0.14% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.56% | -0.46% | -1.02% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.52% | -0.07% | +4.28% | |
| 13 | PM | Philip Morris International | 股票-非周期性消费 | 2.48% | +0.09% | -0.65% | |
| 14 | ACN | Accenture plc | 股票-科技 | 2.46% | — | +0.65% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 2.39% | -0.09% | +0.53% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.21% | +0.21% | -0.52% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 2.12% | -0.02% | -0.61% | |
| 18 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.10% | -0.32% | +53.17% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.05% | +0.84% | +0.03% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.04% | -0.12% | +1.13% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 2.01% | -0.79% | +1.41% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.00% | -0.31% | +1.63% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 1.91% | -0.05% | +4.81% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.78% | +0.25% | -0.03% | |
| 25 | MCHP | Microchip Technology Inc | 股票-科技 | 1.76% | +0.06% | +1.28% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.74% | -0.02% | +4.39% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.67% | — | -12.22% | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 1.55% | -0.12% | -0.65% | |
| 29 | DHR | Danaher CORP | 股票-医疗保健 | 1.55% | -0.04% | -0.10% | |
| 30 | INTU | Intuit Inc | 股票-科技 | 1.52% | -0.73% | -0.21% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | -0.02% | +0.39% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.44% | +0.36% | +19.90% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.41% | -0.05% | +4.46% | |
| 34 | BR | Broadridge Financial Solutio | 股票-科技 | 1.40% | — | +0.21% | |
| 35 | DFSEUR | Discover Financial Services | 股票-其他 | 1.37% | — | -0.66% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.35% | -0.06% | +0.29% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 1.22% | — | +0.43% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.14% | +0.03% | NEW | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.11% | -0.22% | +1.33% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | +0.14% | +23.15% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.00% | +0.09% | +34.52% | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.96% | -0.06% | +1.65% | |
| 43 | SNA | Snap-on Inc | 股票-工业 | 0.92% | — | -45.91% | |
| 44 | CSL | Carlisle Cos Inc | 股票-工业 | 0.90% | -0.72% | +0.19% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.24% | — | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.88% | -0.14% | +1.73% | |
| 47 | CCI | Crown Castle Inc | 股票-房地产 | 0.87% | — | +0.45% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事业 | 0.82% | -0.14% | +0.64% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.81% | — | -45.06% | |
| 50 | PLD | Prologis Inc | 股票-房地产 | 0.81% | -0.10% | +2.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | +0.7% | +53.17% | 加仓 |
| 2 | LMT | Lockheed Martin CORP | +0.4% | -0.35% | 减仓 |
| 3 | BLKCHF | Blackrock Inc | +0.3% | -0.14% | 减仓 |
| 4 | SBUX | Starbucks CORP | +0.3% | -0.03% | 减仓 |
| 5 | PM | Philip Morris International | +0.2% | -0.65% | 减仓 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +34.52% | 加仓 |
| 7 | HD | Home Depot Inc | +0.2% | -0.12% | 减仓 |
| 8 | NEE | Nextera Energy Inc | +0.2% | +1.13% | 加仓 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +23.15% | 加仓 |
| 10 | ACN | Accenture plc | +0.2% | +0.65% | 加仓 |
| 11 | ABBV | Abbvie Inc | +0.2% | +0.53% | 加仓 |
| 12 | PAYX | Paychex Inc | +0.2% | +0.75% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +19.90% | 加仓 |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +6.33% | 加仓 |
| 15 | AAPL | Apple Inc | +0.1% | +0.01% | 加仓 |
| 16 | CCI | Crown Castle Inc | +0.1% | +0.45% | 加仓 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | +29.97% | 加仓 |
| 18 | MA | Mastercard Inc - A | +0.1% | -0.61% | 减仓 |
| 19 | ABT | Abbott Laboratories | +0.1% | +1.63% | 加仓 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.39% | 加仓 |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | -0.14% | 减仓 |
| 22 | DUK | Duke Energy CORP | +0.1% | +0.64% | 加仓 |
| 23 | WEC | Wec Energy Group Inc | +0.1% | +1.17% | 加仓 |
| 24 | DHR | Danaher CORP | +0.1% | -0.10% | 减仓 |
| 25 | USB | US Bancorp | +0.1% | +0.81% | 加仓 |
| 26 | PLD | Prologis Inc | +0.1% | +2.43% | 加仓 |
| 27 | AMP | Ameriprise Financial Inc | 0% | -0.53% | 减仓 |
| 28 | ITW | Illinois Tool Works | 0% | +0.43% | 加仓 |
| 29 | CSCO | Cisco Systems Inc | 0% | +1.11% | 加仓 |
| 30 | UNP | Union Pacific CORP | 0% | +0.53% | 加仓 |
| 31 | BND | Vanguard Total Bond Market | 0% | +4.81% | 加仓 |
| 32 | VZ | Verizon Communications Inc | 0% | +1.33% | 加仓 |
| 33 | BR | Broadridge Financial Solutio | 0% | +0.21% | 加仓 |
| 34 | CSL | Carlisle Cos Inc | 0% | +0.19% | 加仓 |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +4.46% | 加仓 |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +4.28% | 加仓 |
| 37 | MUB | Ishares National Muni Bond E | 0% | +4.39% | 加仓 |
| 38 | DFSEUR | Discover Financial Services | 0% | -0.66% | 减仓 |
| 39 | SYK | Stryker CORP | 0% | -0.65% | 减仓 |
| 40 | COST | Costco Wholesale CORP | -0.1% | -1.02% | 减仓 |
| 41 | JPM | Jpmorgan Chase & Co | -0.1% | -0.31% | 减仓 |
| 42 | INTU | Intuit Inc | -0.2% | -0.21% | 减仓 |
| 43 | CVX | Chevron CORP | -0.3% | +1.41% | 加仓 |
| 44 | AMZN | Amazon.com Inc | -0.3% | -0.52% | 减仓 |
| 45 | MCHP | Microchip Technology Inc | -0.4% | +1.28% | 加仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.03% | 加仓 |
| 47 | MSFT | Microsoft CORP | -0.4% | +0.44% | 加仓 |
| 48 | MRK | Merck & Co. Inc. | -0.6% | -12.22% | 减仓 |
| 49 | SNA | Snap-on Inc | -0.7% | -45.91% | 减仓 |
| 50 | PEP | Pepsico Inc | -0.7% | -45.06% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Alley Investment Management Company, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$8.6亿，共申报了 85 个公开持股仓位。
在 Q3 2024 季度，Alley Investment Management Company, LLC 按市值排列的前三大核心持股分别为：AAPL (3.9%)、JPM (3.4%)、AMP (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.9% 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
JPM
前期市值: US$2596.1万
在 Q3 2024 季度中，Alley Investment Management Company, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 32 个仓位、减仓 18 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。