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: 0000919192
申报总市值
US$144.7亿
US$144.7亿
3000 檔
18.8%
Q3 2024 季度申报显示，Amalgamated Bank 披露的美股组合总市值为 US$144.7亿，涵盖 3000 个不同之权益投资仓位。
在 Q3 2024，Amalgamated Bank 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 30 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，Amalgamated Bank 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 18.8%，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 3000 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 | AAPL | Apple Inc | 股票-科技 | 6.14% | -0.25% | +3.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.65% | -0.70% | -0.14% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.21% | +0.06% | -0.48% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.13% | -0.24% | +3.01% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.29% | -0.26% | +3.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.74% | +0.37% | +1.03% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.50% | -0.13% | +7.77% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | +0.16% | +992.16% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.45% | +0.29% | +0.36% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | +0.17% | +0.32% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.26% | — | -2.02% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.05% | -2.82% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.91% | +0.12% | +0.70% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.32% | -1.02% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.02% | +11.52% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | -0.15% | +15.42% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -0.04% | +6.21% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 0.72% | -0.04% | +2.40% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | -0.04% | +1.83% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | -0.07% | -1.48% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.63% | -0.16% | +9.51% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.62% | -0.07% | +3.85% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 0.53% | -0.23% | -0.82% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.52% | -0.03% | +1.78% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | -0.05% | -1.20% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.47% | -0.08% | +2.27% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.06% | -2.05% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.45% | +0.81% | -2.02% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | -0.01% | -3.26% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.41% | -0.04% | +0.83% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.19% | -2.41% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.40% | -0.07% | -1.48% | |
| 33 | LIN | Linde plc | 股票-原材料 | 0.39% | -0.03% | +1.41% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.39% | -0.04% | -1.94% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.07% | -0.74% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.36% | -0.08% | -2.31% | |
| 37 | GE | General Electric | 股票-工业 | 0.35% | +0.07% | +2.16% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.16% | -1.46% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.04% | +4.44% | |
| 40 | CAT | Caterpillar Inc | 股票-工业 | 0.34% | +0.19% | +4.56% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | — | -0.58% | |
| 42 | NOW | Servicenow Inc | 股票-科技 | 0.33% | -0.04% | +0.99% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.33% | -0.10% | +7.19% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | -0.05% | -2.06% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.31% | -0.02% | +0.11% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.31% | -0.05% | -4.44% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.31% | -0.10% | -0.36% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.31% | +0.13% | -1.28% | |
| 49 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.31% | -0.05% | +0.75% | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.31% | +0.40% | +3.50% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +3.09% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +0.3% | +3.44% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.3% | -2.02% | 减仓 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +7.77% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.2% | +992.16% | 加仓 |
| 6 | WMT | Walmart Inc | +0.1% | +9.51% | 加仓 |
| 7 | COST | Costco Wholesale CORP | +0.1% | +15.42% | 加仓 |
| 8 | HD | Home Depot Inc | +0.1% | +2.40% | 加仓 |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | +0.70% | 加仓 |
| 10 | MA | Mastercard Inc - A | +0.1% | +6.21% | 加仓 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | +211.13% | 加仓 |
| 12 | V | Visa Inc-class A Shares | +0.1% | +11.52% | 加仓 |
| 13 | ABBV | Abbvie Inc | +0.1% | +3.85% | 加仓 |
| 14 | IBM | Intl Business Machines CORP | +0.1% | -0.58% | 减仓 |
| 15 | ORCL | Oracle CORP | +0.1% | -2.05% | 减仓 |
| 16 | AVTR | Avantor Inc | +0.1% | +771.85% | 加仓 |
| 17 | CAT | Caterpillar Inc | +0.1% | +4.56% | 加仓 |
| 18 | GE | General Electric | +0.1% | +2.16% | 加仓 |
| 19 | PGR | Progressive CORP | +0.1% | +4.87% | 加仓 |
| 20 | TEL | TE Connectivity plc | +0.1% | NEW | 新建仓 |
| 21 | PM | Philip Morris International | 0% | +0.11% | 加仓 |
| 22 | MCD | Mcdonald's CORP | 0% | -2.31% | 减仓 |
| 23 | ACN | Accenture plc | 0% | -0.74% | 减仓 |
| 24 | KO | Coca-cola Co/the | 0% | -1.20% | 减仓 |
| 25 | RTX | Rtx CORP | 0% | -1.09% | 减仓 |
| 26 | SW | Smurfit Westrock Plc | 0% | NEW | 新建仓 |
| 27 | GEV | GE Vernova Inc | 0% | +0.01% | 加仓 |
| 28 | JNJ | Johnson & Johnson | 0% | -1.48% | 减仓 |
| 29 | NEE | Nextera Energy Inc | 0% | -1.52% | 减仓 |
| 30 | NOW | Servicenow Inc | 0% | +0.99% | 加仓 |
| 31 | LOW | Lowe's Cos Inc | 0% | -2.39% | 减仓 |
| 32 | DELL | Dell Technologies -c | 0% | +299.40% | 加仓 |
| 33 | LMT | Lockheed Martin CORP | 0% | -1.80% | 减仓 |
| 34 | SHW | Sherwin-williams Co/the | 0% | +2.16% | 加仓 |
| 35 | TT | Trane Technologies plc | 0% | +9.42% | 加仓 |
| 36 | PG | Procter & Gamble Co/the | 0% | +1.83% | 加仓 |
| 37 | CRM | Salesforce Inc | 0% | +2.27% | 加仓 |
| 38 | SWN1EUR | Southwestern Energy Co | 0% | EXIT | 清仓 |
| 39 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -0.63% | 减仓 |
| 40 | AMAT | Applied Materials Inc | -0.1% | +3.50% | 加仓 |
| 41 | MRK | Merck & Co. Inc. | -0.1% | +1.78% | 加仓 |
| 42 | MU | Micron Technology Inc | -0.1% | -2.59% | 减仓 |
| 43 | TEL | TE Connectivity plc | -0.1% | EXIT | 清仓 |
| 44 | LRCXEUR | Lam Research CORP | -0.1% | +2.65% | 加仓 |
| 45 | QCOM | Qualcomm Inc | -0.1% | +4.44% | 加仓 |
| 46 | INTC | Intel CORP | -0.1% | -2.49% | 减仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.2% | +0.36% | 加仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.03% | 加仓 |
| 49 | NVDA | Nvidia CORP | -0.3% | -0.48% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.4% | -0.14% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Amalgamated Bank 在 Q3 2024 季度的美股持仓总市值约为 US$144.7亿，共申报了 3000 个公开持股仓位。
在 Q3 2024 季度，Amalgamated Bank 按市值排列的前三大核心持股分别为：AAPL (6.1%)、MSFT (5.7%)、NVDA (5.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.1% 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
TEL
市值: US$660.5万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$680.0万
在 Q3 2024 季度中，Amalgamated Bank 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 30 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 TEL。 本季清仓仓位包含 TEL。
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。