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: 0001226886
申报总市值
US$4.6亿
US$4.6亿
173 檔
19.7%
在 Q4 2024 申报期间，Alpine Woods Capital Investors, LLC（CIK: 0001226886）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.6亿，共持有 173 个公开申报仓位。
在 Q4 2024，Alpine Woods Capital Investors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 10 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，Alpine Woods Capital Investors, LLC 的前 5 大核心持股（包含 AVGO, AAPL, JPM 等）合计占整体申报市值的 19.7%，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 | AVGO | Broadcom Inc | 股票-科技 | 4.36% | +0.06% | -4.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.66% | +0.04% | -3.82% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.36% | +0.18% | +3.53% | |
| 4 | WFC | Wells Fargo & Co | 股票-金融 | 2.90% | +1.01% | -36.42% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | +0.15% | -2.84% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.85% | +0.03% | +5.19% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.37% | -5.54% | -0.05% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.23% | +0.03% | -5.30% | |
| 9 | INGR | Ingredion Inc | 股票-非周期性消费 | 1.82% | -0.18% | +4.95% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.81% | +0.17% | -0.19% | |
| 11 | MSI | Motorola Solutions Inc | 股票-科技 | 1.60% | -0.21% | -2.40% | |
| 12 | CARR | Carrier Global CORP | 股票-工业 | 1.53% | +0.01% | -15.26% | |
| 13 | LHX | L3harris Technologies Inc | 股票-工业 | 1.51% | -0.46% | -18.40% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.46% | +0.06% | +30.05% | |
| 15 | AMGN | Amgen Inc | 股票-医疗保健 | 1.45% | +0.02% | -10.78% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.44% | +0.16% | -0.36% | |
| 17 | HPQ | Hp Inc | 股票-科技 | 1.43% | — | +2.77% | |
| 18 | EQIX | Equinix Inc | 股票-房地产 | 1.42% | — | +0.24% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.35% | -0.02% | +20.21% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.28% | +0.37% | +154.83% | |
| 21 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.25% | — | +14.57% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.24% | +0.15% | +0.39% | |
| 23 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.20% | +0.29% | -2.11% | |
| 24 | TT | Trane Technologies plc | 股票-工业 | 1.18% | +0.01% | +9.57% | |
| 25 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.15% | +0.01% | -7.54% | |
| 26 | CMI | Cummins Inc | 股票-工业 | 1.13% | +0.38% | -0.22% | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 1.12% | -0.35% | EXIT | |
| 28 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.11% | +0.45% | -8.09% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.09% | -0.17% | -0.45% | |
| 30 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.08% | -0.15% | +5.17% | |
| 31 | TTEK | Tetra Tech Inc | 股票-工业 | 1.06% | -0.61% | EXIT | |
| 32 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.99% | -0.74% | +2.61% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | +0.06% | -10.34% | |
| 34 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 0.95% | — | -12.40% | |
| 35 | SNA | Snap-on Inc | 股票-工业 | 0.93% | — | -7.44% | |
| 36 | DOX | Amdocs Limited | 股票-科技 | 0.92% | — | -29.23% | |
| 37 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 0.87% | -0.14% | -1.02% | |
| 38 | OKE | Oneok Inc | 股票-能源 | 0.86% | — | +15.24% | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 0.84% | -0.45% | -23.17% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | -0.15% | -0.05% | |
| 41 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.84% | — | +2.65% | |
| 42 | IMAX | Imax CORP | 股票-其他 | 0.81% | -0.08% | -1.21% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.77% | -0.18% | +19.22% | |
| 44 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.76% | — | -1.47% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.73% | -0.33% | -46.49% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | +0.01% | — | |
| 47 | CPAY | Corpay Inc | 股票-科技 | 0.68% | — | — | |
| 48 | FISV | Fiserv Inc | 股票-其他 | 0.64% | — | — | |
| 49 | WMB | Williams Cos Inc | 股票-能源 | 0.63% | -0.07% | +9.58% | |
| 50 | GRMN | Garmin Ltd. | 股票-科技 | 0.62% | -0.05% | -9.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | -4.63% | 减仓 |
| 2 | GIS | General Mills Inc | +0.6% | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | +0.5% | -3.82% | 减仓 |
| 4 | COP | Conocophillips | +0.5% | +515.10% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.5% | NEW | 新建仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +5.19% | 加仓 |
| 7 | ABBV | Abbvie Inc | +0.4% | +30.05% | 加仓 |
| 8 | GS | Goldman Sachs Group Inc | +0.4% | NEW | 新建仓 |
| 9 | ANET | Arista Networks Inc | +0.4% | NEW | 新建仓 |
| 10 | SEI | Solaris Energy Infrastructur | +0.3% | NEW | 新建仓 |
| 11 | ETHA | Ishares Ethereum Trust ETF | +0.3% | NEW | 新建仓 |
| 12 | CCJ | Cameco CORP | +0.3% | NEW | 新建仓 |
| 13 | PANW | Palo Alto Networks Inc | +0.3% | +154.83% | 加仓 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.3% | +20.21% | 加仓 |
| 15 | AGX | Argan Inc | +0.2% | +150.00% | 加仓 |
| 16 | NVDA | Nvidia CORP | — | -0.05% | 减仓 |
| 17 | MSI | Motorola Solutions Inc | 0% | -2.40% | 减仓 |
| 18 | HPQ | Hp Inc | -0.1% | +2.77% | 加仓 |
| 19 | SNA | Snap-on Inc | -0.1% | -7.44% | 减仓 |
| 20 | TXN | Texas Instruments Inc | -0.1% | +0.39% | 加仓 |
| 21 | NFLX | Netflix Inc | -0.1% | -23.17% | 减仓 |
| 22 | AMD | Advanced Micro Devices | -0.1% | -5.45% | 减仓 |
| 23 | AES | Aes CORP | -0.1% | EXIT | 清仓 |
| 24 | ICE | Intercontinental Exchange In | -0.1% | -12.89% | 减仓 |
| 25 | TTEK | Tetra Tech Inc | -0.1% | -0.16% | 减仓 |
| 26 | XOM | Exxon Mobil CORP | -0.2% | -72.80% | 减仓 |
| 27 | POR | Portland General Electric Co | -0.2% | -35.35% | 减仓 |
| 28 | NU | Nu Holdings Ltd. | -0.2% | EXIT | 清仓 |
| 29 | WTRG | Essential Utilities Inc | -0.2% | -30.35% | 减仓 |
| 30 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -46.19% | 减仓 |
| 31 | HSY | Hershey Co/the | -0.2% | EXIT | 清仓 |
| 32 | CART | Maplebear Inc | -0.2% | -38.18% | 减仓 |
| 33 | CCL1EUR | Carnival CORP LTD | -0.2% | EXIT | 清仓 |
| 34 | TDW | Tidewater Inc | -0.2% | -85.80% | 减仓 |
| 35 | TECK | Teck Resources Ltd-cls B | -0.2% | -12.40% | 减仓 |
| 36 | URNM | Sprott Uranium Miners ETF | -0.2% | -78.64% | 减仓 |
| 37 | RSG | Republic Services Inc | -0.2% | EXIT | 清仓 |
| 38 | AESI | Atlas Energy Solutions Inc | -0.3% | -81.76% | 减仓 |
| 39 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清仓 |
| 40 | CARR | Carrier Global CORP | -0.3% | -15.26% | 减仓 |
| 41 | KHC | Kraft Heinz Co/the | -0.4% | EXIT | 清仓 |
| 42 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | 清仓 |
| 43 | DOX | Amdocs Limited | -0.4% | -29.23% | 减仓 |
| 44 | AMGN | Amgen Inc | -0.4% | -10.78% | 减仓 |
| 45 | BEPC | Brookfield Renewable Corporation | -0.4% | EXIT | 清仓 |
| 46 | MRO* | Marathon Oil CORP | -0.5% | EXIT | 清仓 |
| 47 | UBER | Uber Technologies Inc | -0.6% | -60.41% | 减仓 |
| 48 | PEP | Pepsico Inc | -0.6% | -46.49% | 减仓 |
| 49 | LHX | L3harris Technologies Inc | -0.7% | -18.40% | 减仓 |
| 50 | WFC | Wells Fargo & Co | -1.5% | -36.42% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Alpine Woods Capital Investors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$4.6亿，共申报了 173 个公开持股仓位。
在 Q4 2024 季度，Alpine Woods Capital Investors, LLC 按市值排列的前三大核心持股分别为：AVGO (4.4%)、AAPL (3.7%)、JPM (3.4%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.4% 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
GIS
市值: US$311.7万
本季最大获利了结 / 清仓标的
MRO*
前期市值: US$298.9万
在 Q4 2024 季度中，Alpine Woods Capital Investors, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 8 个仓位、减仓 25 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 GIS。 本季清仓仓位包含 MRO*。
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。