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: 0001599950
申报总市值
US$7322.6万
US$7322.6万
135 檔
52.2%
在 Q4 2024 的 13F 官方备案中，Amica Retiree Medical Trust 管理的美股投资组合规模来到 US$7322.6万，整体持股档数为 135 档。
在 Q4 2024，Amica Retiree Medical Trust 展现出较为审慎的避险与获利了结姿态。本季共减仓 40 个仓位并完全清仓 5 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，Amica Retiree Medical Trust 的前 5 大核心持股（包含 IXUS, AAPL, MSFT 等）合计占整体申报市值的 52.2%，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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 16.53% | — | -14.56% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.71% | -0.43% | -10.65% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.60% | +1.16% | -10.47% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.68% | +2.74% | -15.79% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.70% | +0.13% | -7.99% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.56% | +0.22% | -7.98% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.50% | +0.94% | -12.65% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.06% | -0.39% | -7.97% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.67% | — | -8.00% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | -0.44% | -7.97% | |
| 11 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 1.46% | -0.30% | -7.07% | |
| 12 | PM | Philip Morris International | 股票-非周期性消费 | 1.46% | -0.38% | -17.30% | |
| 13 | PH | Parker Hannifin CORP | 股票-工业 | 1.40% | -0.01% | -7.98% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.27% | -0.70% | -7.97% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.27% | — | -9.42% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 1.25% | -0.27% | -8.04% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 1.23% | — | -7.98% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.18% | +0.28% | -13.89% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.16% | — | -17.88% | |
| 20 | PB | Prosperity Bancshares Inc | 股票-金融 | 1.10% | — | -16.60% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.06% | -0.27% | -7.99% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | — | -7.96% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | — | -11.45% | |
| 24 | ENTG | Entegris Inc | 股票-科技 | 0.95% | — | +68.77% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 0.89% | -0.01% | -21.24% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.89% | — | -8.05% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.89% | -0.30% | -8.01% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.87% | — | -13.97% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.86% | -0.16% | -11.82% | |
| 30 | CCK | Crown Holdings Inc | 股票-周期性消费 | 0.86% | — | -6.47% | |
| 31 | GD | General Dynamics CORP | 股票-工业 | 0.85% | +0.13% | -8.00% | |
| 32 | STE | STERIS plc | 股票-医疗保健 | 0.83% | — | -6.61% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.79% | — | -8.04% | |
| 34 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.75% | -0.64% | -7.96% | |
| 35 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.75% | — | -7.98% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | +0.08% | -8.00% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.73% | — | -7.97% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.73% | +0.01% | -16.21% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.70% | — | -7.99% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | +0.26% | -20.73% | |
| 41 | KLAC | Kla CORP | 股票-科技 | 0.67% | +0.22% | -7.93% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.67% | — | -8.02% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.67% | +0.10% | -8.00% | |
| 44 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.64% | -0.26% | -6.13% | |
| 45 | BLK | Blackrock Inc | 股票-金融 | 0.63% | — | — | |
| 46 | SRE | Sempra | 股票-公用事业 | 0.62% | — | -8.00% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.61% | +0.51% | -7.97% | |
| 48 | GOLF | Acushnet Holdings CORP | 股票-其他 | 0.57% | — | -5.12% | |
| 49 | MLM | Martin Marietta Materials | 股票-原材料 | 0.54% | -0.36% | -43.96% | |
| 50 | TYL | Tyler Technologies Inc | 股票-科技 | 0.54% | — | -10.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.7% | -7.99% | 减仓 |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | +0.5% | -10.65% | 减仓 |
| 4 | LRCX | Lam Research CORP | +0.5% | NEW | 新建仓 |
| 5 | ENTG | Entegris Inc | +0.4% | +68.77% | 加仓 |
| 6 | APTV | Aptiv PLC | +0.3% | NEW | 新建仓 |
| 7 | TSLA | Tesla Inc | +0.3% | -11.82% | 减仓 |
| 8 | NVDA | Nvidia CORP | +0.3% | -15.79% | 减仓 |
| 9 | CRM | Salesforce Inc | +0.3% | -8.04% | 减仓 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -7.98% | 减仓 |
| 11 | PFE | Pfizer Inc | +0.2% | +53.54% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -7.97% | 减仓 |
| 13 | PH | Parker Hannifin CORP | +0.1% | -7.98% | 减仓 |
| 14 | PG | Procter & Gamble Co/the | 0% | -7.99% | 减仓 |
| 15 | RTX | Rtx CORP | 0% | -8.00% | 减仓 |
| 16 | MSFT | Microsoft CORP | — | -10.47% | 减仓 |
| 17 | PB | Prosperity Bancshares Inc | 0% | -16.60% | 减仓 |
| 18 | UNP | Union Pacific CORP | 0% | -7.98% | 减仓 |
| 19 | XOM | Exxon Mobil CORP | 0% | -7.96% | 减仓 |
| 20 | ABBV | Abbvie Inc | 0% | -7.97% | 减仓 |
| 21 | AWK | American Water Works Co Inc | 0% | -7.98% | 减仓 |
| 22 | ALC | Alcon Inc. | -0.1% | -8.00% | 减仓 |
| 23 | OTIS | Otis Worldwide CORP | -0.1% | -7.98% | 减仓 |
| 24 | DHR | Danaher CORP | -0.1% | -8.00% | 减仓 |
| 25 | AMT | American Tower CORP | -0.1% | -7.96% | 减仓 |
| 26 | XLRE | Ss Real Estate Select Sector | -0.1% | -9.42% | 减仓 |
| 27 | GD | General Dynamics CORP | -0.1% | -8.00% | 减仓 |
| 28 | CCK | Crown Holdings Inc | -0.1% | -6.47% | 减仓 |
| 29 | NEE | Nextera Energy Inc | -0.1% | -7.99% | 减仓 |
| 30 | INTU | Intuit Inc | -0.1% | -21.24% | 减仓 |
| 31 | STE | STERIS plc | -0.1% | -6.61% | 减仓 |
| 32 | REGN | Regeneron Pharmaceuticals | -0.1% | -7.89% | 减仓 |
| 33 | PM | Philip Morris International | -0.1% | -17.30% | 减仓 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -8.04% | 减仓 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -11.45% | 减仓 |
| 36 | TXN | Texas Instruments Inc | -0.1% | -16.21% | 减仓 |
| 37 | MCD | Mcdonald's CORP | -0.1% | -20.73% | 减仓 |
| 38 | LAZ | Lazard Inc | -0.1% | -36.18% | 减仓 |
| 39 | ARE | Alexandria Real Estate Equit | -0.1% | EXIT | 清仓 |
| 40 | KLAC | Kla CORP | -0.1% | -7.93% | 减仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -7.97% | 减仓 |
| 42 | IWM | Ishares Russell 2000 ETF | -0.2% | -49.11% | 减仓 |
| 43 | LLY | Eli Lilly & Co | -0.3% | -17.88% | 减仓 |
| 44 | KO | Coca-cola Co/the | -0.3% | -41.47% | 减仓 |
| 45 | ICLR | ICON Public Limited Company | -0.3% | EXIT | 清仓 |
| 46 | MLM | Martin Marietta Materials | -0.3% | -43.96% | 减仓 |
| 47 | APTV | Aptiv PLC | -0.4% | EXIT | 清仓 |
| 48 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清仓 |
| 49 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清仓 |
| 50 | IXUS | Ishares Core Intl Stock ETF | -2.1% | -14.56% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Amica Retiree Medical Trust 在 Q4 2024 季度的美股持仓总市值约为 US$7322.6万，共申报了 135 个公开持股仓位。
在 Q4 2024 季度，Amica Retiree Medical Trust 按市值排列的前三大核心持股分别为：IXUS (16.5%)、AAPL (5.7%)、MSFT (5.6%)。其中最大持股仓位 IXUS 占据整体投资组合约 16.5% 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
BLK
市值: US$66.3万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$63.2万
在 Q4 2024 季度中，Amica Retiree Medical Trust 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 2 个仓位、减仓 40 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 BLK。 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。
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。