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: 0000860644
申报总市值
US$476.8亿
US$476.8亿
185 檔
18.1%
根据最新整理的 13F 季度数据集，Aristotle Capital Management, LLC 于 Q4 2024 结束时的管理资产规模为 US$476.8亿。该机构在本季度申报了 185 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Aristotle Capital Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 140 个仓位并完全清仓 3 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，Aristotle Capital Management, LLC 的前 5 大核心持股（包含 PH, MSFT, AMP 等）合计占整体申报市值的 18.1%，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 | PH | Parker Hannifin CORP | 股票-工业 | 3.91% | +0.12% | -1.69% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.15% | -1.85% | |
| 3 | AMP | Ameriprise Financial Inc | 股票-金融 | 3.33% | -0.06% | -2.21% | |
| 4 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 3.25% | +1.16% | -0.04% | |
| 5 | COF | Capital One Financial CORP | 股票-金融 | 2.76% | +0.11% | -1.93% | |
| 6 | LEN | Lennar Corp-a | 股票-周期性消费 | 2.63% | -0.03% | -0.59% | |
| 7 | CTVA | Corteva Inc | 股票-原材料 | 2.56% | -0.14% | -1.51% | |
| 8 | MLM | Martin Marietta Materials | 股票-原材料 | 2.38% | -0.19% | -2.15% | |
| 9 | AKX | Ansys Inc | 股票-其他 | 2.30% | — | -1.73% | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 2.25% | -0.23% | -1.95% | |
| 11 | ATO | Atmos Energy CORP | 股票-公用事业 | 2.18% | -1.87% | -1.38% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 2.17% | +0.54% | -0.93% | |
| 13 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 2.15% | -0.16% | +393.75% | |
| 14 | RPM | Rpm International Inc | 股票-原材料 | 2.13% | +0.08% | -1.74% | |
| 15 | USB | US Bancorp | 股票-金融 | 2.11% | +0.19% | -1.42% | |
| 16 | BX | Blackstone Inc | 股票-金融 | 2.09% | -0.03% | -1.12% | |
| 17 | ECL | Ecolab Inc | 股票-原材料 | 2.05% | — | -0.25% | |
| 18 | HON | Honeywell International Inc | 股票-工业 | 1.98% | — | EXIT | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.95% | -0.06% | -0.43% | |
| 20 | ALC | Alcon Inc. | 股票-医疗保健 | 1.93% | -0.24% | -0.37% | |
| 21 | DHR | Danaher CORP | 股票-医疗保健 | 1.92% | -1.38% | -0.56% | |
| 22 | PNC | Pnc Financial Services Group | 股票-金融 | 1.86% | +0.20% | -1.14% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.86% | -0.05% | -0.52% | |
| 24 | XYL | Xylem Inc | 股票-工业 | 1.85% | — | -0.48% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.83% | +0.01% | -0.47% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.83% | -0.17% | -0.66% | |
| 27 | TDY | Teledyne Technologies Inc | 股票-科技 | 1.77% | +0.10% | -1.97% | |
| 28 | AIG | American International Group | 股票-金融 | 1.77% | -0.11% | -1.93% | |
| 29 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.75% | -0.09% | -1.56% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.71% | -0.42% | -2.50% | |
| 31 | CTRA | Coterra Energy Inc | 股票-能源 | 1.69% | -0.25% | EXIT | |
| 32 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.67% | +0.03% | -2.61% | |
| 33 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.61% | -0.16% | -2.25% | |
| 34 | MCHP | Microchip Technology Inc | 股票-科技 | 1.55% | +0.50% | -3.14% | |
| 35 | GD | General Dynamics CORP | 股票-工业 | 1.51% | -0.04% | -0.26% | |
| 36 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.50% | +0.08% | -1.41% | |
| 37 | MGDDY | Michelin (cgde)-unspon Adr | 股票-其他 | 1.43% | +0.01% | -0.65% | |
| 38 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 1.43% | +0.18% | -1.90% | |
| 39 | ELS | Equity Lifestyle Properties | 股票-房地产 | 1.35% | -0.02% | -0.96% | |
| 40 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.33% | — | -7.34% | |
| 41 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.27% | — | -3.71% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 1.23% | -0.18% | -2.41% | |
| 43 | OSK | Oshkosh CORP | 股票-工业 | 1.14% | -0.02% | -1.50% | |
| 44 | CBSH | Commerce Bancshares Inc | 股票-金融 | 1.03% | — | +4.28% | |
| 45 | BN | Brookfield CORP | 股票-金融 | 0.53% | — | -3.10% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | +0.13% | +427.48% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.08% | -2.47% | |
| 48 | KO | The Coca-Cola Company | 股票-非周期性消费 | 0.30% | +0.01% | -2.30% | |
| 49 | BAP | Credicorp Ltd. | 股票-金融 | 0.29% | +0.05% | -2.36% | |
| 50 | ✓ | Brookfield Corp | 股票-其他 | 0.25% | — | -4.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WSM | Williams-sonoma Inc | +0.7% | -0.04% | 减仓 |
| 2 | COF | Capital One Financial CORP | +0.5% | -1.93% | 减仓 |
| 3 | AMP | Ameriprise Financial Inc | +0.5% | -2.21% | 减仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +427.48% | 加仓 |
| 5 | BX | Blackstone Inc | +0.3% | -1.12% | 减仓 |
| 6 | CFR | Cullen/frost Bankers Inc | +0.3% | -1.41% | 减仓 |
| 7 | SONY | Sony Group CORP - Sp Adr | +0.3% | +393.75% | 加仓 |
| 8 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.2% | -1.90% | 减仓 |
| 9 | HON | Honeywell International Inc | +0.2% | -1.73% | 减仓 |
| 10 | AKX | Ansys Inc | +0.2% | -1.73% | 减仓 |
| 11 | CTRA | Coterra Energy Inc | +0.2% | -0.92% | 减仓 |
| 12 | USB | US Bancorp | +0.2% | -1.42% | 减仓 |
| 13 | PH | Parker Hannifin CORP | +0.2% | -1.69% | 减仓 |
| 14 | TDY | Teledyne Technologies Inc | +0.2% | -1.97% | 减仓 |
| 15 | PNC | Pnc Financial Services Group | +0.2% | -1.14% | 减仓 |
| 16 | CBSH | Commerce Bancshares Inc | +0.1% | +4.28% | 加仓 |
| 17 | XEL | Xcel Energy Inc | +0.1% | -1.56% | 减仓 |
| 18 | RPM | Rpm International Inc | +0.1% | -1.74% | 减仓 |
| 19 | ATO | Atmos Energy CORP | +0.1% | -1.38% | 减仓 |
| 20 | EFA | Ishares Msci Eafe ETF | +0.1% | +193.56% | 加仓 |
| 21 | IWD | Ishares Russell 1000 Value E | +0.1% | +613.35% | 加仓 |
| 22 | MSFT | Microsoft CORP | +0.1% | -1.85% | 减仓 |
| 23 | AIG | American International Group | +0.1% | -1.93% | 减仓 |
| 24 | BN | Brookfield CORP | +0.1% | -3.10% | 减仓 |
| 25 | MS | Morgan Stanley | 0% | -1.57% | 减仓 |
| 26 | PG | Procter & Gamble Co/the | 0% | -0.52% | 减仓 |
| 27 | EBKDY | Erste Group Bank Ag-spon Adr | 0% | -2.13% | 减仓 |
| 28 | SONY | Sony Group Corporation | 0% | -3.91% | 减仓 |
| 29 | CCJ | Cameco CORP | 0% | -2.09% | 减仓 |
| 30 | CTVA | Corteva Inc | 0% | -1.51% | 减仓 |
| 31 | VTV | Vanguard Value ETF | 0% | +1781.34% | 加仓 |
| 32 | ✓ | Erste Group Bank AG | 0% | -1.71% | 减仓 |
| 33 | MONOY | Monotaro Co LTD - Unsp Adr | 0% | +6.67% | 加仓 |
| 34 | DBSDY | Dbs Group Holdings-spon Adr | 0% | -1.43% | 减仓 |
| 35 | ✓ | Pan Pacific International Holdings CORP | 0% | -1.84% | 减仓 |
| 36 | DQJCY | Pan Pacific Intern-unsp Adr | 0% | -1.69% | 减仓 |
| 37 | ✓ | Dbs Group Holdings LTD | 0% | -4.54% | 减仓 |
| 38 | ✓ | Brookfield Corp | 0% | -4.92% | 减仓 |
| 39 | SNPS | Synopsys Inc | 0% | NEW | 新建仓 |
| 40 | ACN | Accenture plc | 0% | -2.47% | 减仓 |
| 41 | ACWI | Ishares Msci Acwi ETF | 0% | NEW | 新建仓 |
| 42 | NCLH | Norwegian Cruise Line Holdings Ltd. | 0% | -7.20% | 减仓 |
| 43 | ✓ | Monotaro Co LTD | 0% | -3.11% | 减仓 |
| 44 | BAP | Credicorp Ltd. | 0% | -2.36% | 减仓 |
| 45 | ✓ | Mitsubishi Ufj Financial Group Inc | 0% | -10.71% | 减仓 |
| 46 | JAZZ | Jazz Pharmaceuticals plc | 0% | -7.88% | 减仓 |
| 47 | JPM | Jpmorgan Chase & Co | 0% | -0.28% | 减仓 |
| 48 | ✓ | Magna International Inc | 0% | -1.20% | 减仓 |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 50 | ✓ | Safran SA | — | -3.18% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Aristotle Capital Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$476.8亿，共申报了 185 个公开持股仓位。
在 Q4 2024 季度，Aristotle Capital Management, LLC 按市值排列的前三大核心持股分别为：PH (3.9%)、MSFT (3.3%)、AMP (3.3%)。其中最大持股仓位 PH 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。
本季最大新建仓标的
SNPS
市值: US$693.5万
本季最大获利了结 / 清仓标的
KDDIY
前期市值: US$534.1万
在 Q4 2024 季度中，Aristotle Capital Management, LLC 共进行了 162 项持仓异动，包含新建仓 3 个仓位、加仓 16 个仓位、减仓 140 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SNPS。 本季清仓仓位包含 KDDIY。
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。