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: 0001387615
申报总市值
US$2.4亿
US$2.4亿
124 檔
14.3%
截至 Q4 2024 季度末，Aull & Monroe Investment Management Corp 的美股持仓估值约为 US$2.4亿，全数申报仓位共有 124 档。
在 Q4 2024，Aull & Monroe Investment Management Corp 展现出较为审慎的避险与获利了结姿态。本季共减仓 41 个仓位并完全清仓 6 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，Aull & Monroe Investment Management Corp 的前 5 大核心持股（包含 CAT, LLY, SO 等）合计占整体申报市值的 14.3%，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 | CAT | Caterpillar Inc | 股票-工业 | 3.97% | +1.80% | -6.08% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.93% | +0.68% | -1.96% | |
| 3 | SO | Southern Co/the | 股票-公用事业 | 3.34% | -0.36% | -4.15% | |
| 4 | DE | Deere & Co | 股票-工业 | 3.23% | +0.04% | -5.46% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 2.92% | +0.01% | -5.19% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.75% | -0.15% | -4.45% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 2.73% | -0.04% | -9.52% | |
| 8 | CME | Cme Group Inc | 股票-金融 | 2.67% | -1.01% | — | |
| 9 | CSX | Csx CORP | 股票-工业 | 2.61% | +0.10% | -6.12% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.39% | -0.22% | -4.32% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | -0.14% | -7.75% | |
| 12 | DUK | Duke Energy CORP | 股票-公用事业 | 2.24% | -0.31% | -1.75% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.19% | -0.87% | -5.60% | |
| 14 | CMI | Cummins Inc | 股票-工业 | 2.11% | +0.46% | -3.31% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.10% | -0.32% | -3.99% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.92% | -0.65% | -4.51% | |
| 17 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.87% | -0.55% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | — | -3.76% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.08% | -8.40% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.68% | +0.06% | -5.76% | |
| 21 | WM | Waste Management Inc | 股票-工业 | 1.65% | -0.17% | -3.19% | |
| 22 | AMGN | Amgen Inc | 股票-医疗保健 | 1.40% | -0.10% | -4.45% | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.40% | +0.08% | -2.37% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.36% | +0.04% | -5.88% | |
| 25 | T | At&t Inc | 股票-通信服务 | 1.33% | -0.50% | -4.00% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.32% | -0.19% | -5.72% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.28% | +0.05% | -1.27% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.18% | +0.04% | -5.51% | |
| 29 | ITW | Illinois Tool Works | 股票-工业 | 1.12% | -0.07% | -0.58% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.11% | -0.29% | -4.54% | |
| 31 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.09% | — | -3.92% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 1.08% | -0.02% | -4.35% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 1.06% | +0.01% | -0.22% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 1.04% | -0.15% | -3.95% | |
| 35 | RF | Regions Financial CORP | 股票-金融 | 1.03% | +0.03% | -4.24% | |
| 36 | ET | Energy Transfer LP | 股票-能源 | 1.02% | -0.08% | -0.86% | |
| 37 | COP | Conocophillips | 股票-能源 | 1.02% | -0.31% | -2.59% | |
| 38 | FUN | Six Flags Entertainment CORP | 股票-其他 | 0.96% | +0.02% | — | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.89% | +0.02% | -7.40% | |
| 40 | RY | Royal Bank Of Canada | 股票-金融 | 0.88% | +0.13% | -2.73% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.83% | -0.01% | -3.84% | |
| 42 | GLW | Corning Inc | 股票-科技 | 0.82% | +1.25% | -5.29% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.81% | -0.08% | -11.31% | |
| 44 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.80% | -0.11% | -14.81% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.79% | -0.23% | -5.91% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.78% | -0.01% | -2.17% | |
| 47 | AAPL | Apple Inc | 股票-科技 | 0.78% | +0.04% | -0.41% | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.77% | -0.01% | -16.58% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.76% | -0.01% | -6.70% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.67% | -0.14% | -2.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CME | Cme Group Inc | +0.4% | — | 不变 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | -3.76% | 减仓 |
| 3 | ET | Energy Transfer LP | +0.3% | -0.86% | 减仓 |
| 4 | FUN | Six Flags Entertainment CORP | +0.2% | — | 不变 |
| 5 | EMR | Emerson Electric Co | +0.2% | -4.35% | 减仓 |
| 6 | DE | Deere & Co | +0.2% | -5.46% | 减仓 |
| 7 | CBOE | Cboe Global Markets Inc | +0.1% | — | 不变 |
| 8 | CVX | Chevron CORP | +0.1% | -4.51% | 减仓 |
| 9 | WM | Waste Management Inc | +0.1% | -3.19% | 减仓 |
| 10 | PG | Procter & Gamble Co/the | 0% | -4.45% | 减仓 |
| 11 | DUK | Duke Energy CORP | 0% | -1.75% | 减仓 |
| 12 | UNP | Union Pacific CORP | 0% | -0.22% | 减仓 |
| 13 | RTX | Rtx CORP | 0% | -3.95% | 减仓 |
| 14 | COP | Conocophillips | 0% | -2.59% | 减仓 |
| 15 | MSFT | Microsoft CORP | 0% | -7.75% | 减仓 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -8.40% | 减仓 |
| 17 | ABT | Abbott Laboratories | 0% | -11.31% | 减仓 |
| 18 | TGT | Target CORP | 0% | -2.81% | 减仓 |
| 19 | UPS | United Parcel Service-cl B | 0% | -6.70% | 减仓 |
| 20 | QCOM | Qualcomm Inc | 0% | -9.07% | 减仓 |
| 21 | CAG | Conagra Brands Inc | -0.1% | -8.96% | 减仓 |
| 22 | CARR | Carrier Global CORP | -0.1% | -10.33% | 减仓 |
| 23 | PSX | Phillips 66 | -0.1% | -11.93% | 减仓 |
| 24 | PFE | Pfizer Inc | -0.1% | -10.49% | 减仓 |
| 25 | MDLZ | Mondelez International Inc-a | -0.1% | -6.13% | 减仓 |
| 26 | VZ | Verizon Communications Inc | -0.1% | -4.54% | 减仓 |
| 27 | KO | Coca-cola Co/the | -0.1% | -3.84% | 减仓 |
| 28 | PAA | Plains All Amer Pipeline LP | -0.1% | EXIT | 清仓 |
| 29 | CSX | Csx CORP | -0.1% | -6.12% | 减仓 |
| 30 | CL | Colgate-palmolive Co | -0.1% | -3.92% | 减仓 |
| 31 | D | Dominion Energy Inc | -0.1% | EXIT | 清仓 |
| 32 | PEP | Pepsico Inc | -0.1% | -5.72% | 减仓 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -7.40% | 减仓 |
| 34 | STX | Seagate Technology Holdings plc | -0.1% | -1.44% | 减仓 |
| 35 | TECH | Bio-techne CORP | -0.1% | EXIT | 清仓 |
| 36 | CVS | Cvs Health CORP | -0.1% | EXIT | 清仓 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -5.60% | 减仓 |
| 38 | ABBV | Abbvie Inc | -0.1% | -5.76% | 减仓 |
| 39 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | 清仓 |
| 40 | HD | Home Depot Inc | -0.1% | -9.52% | 减仓 |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -14.81% | 减仓 |
| 42 | LMT | Lockheed Martin CORP | -0.1% | -5.91% | 减仓 |
| 43 | INTC | Intel CORP | -0.1% | -18.66% | 减仓 |
| 44 | DOW | Dow Inc | -0.1% | EXIT | 清仓 |
| 45 | SO | Southern Co/the | -0.1% | -4.15% | 减仓 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -4.32% | 减仓 |
| 47 | CAT | Caterpillar Inc | -0.2% | -6.08% | 减仓 |
| 48 | NEE | Nextera Energy Inc | -0.2% | -3.99% | 减仓 |
| 49 | AMGN | Amgen Inc | -0.2% | -4.45% | 减仓 |
| 50 | LLY | Eli Lilly & Co | -0.3% | -1.96% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Aull & Monroe Investment Management Corp 在 Q4 2024 季度的美股持仓总市值约为 US$2.4亿，共申报了 124 个公开持股仓位。
在 Q4 2024 季度，Aull & Monroe Investment Management Corp 按市值排列的前三大核心持股分别为：CAT (4.0%)、LLY (3.9%)、SO (3.3%)。其中最大持股仓位 CAT 占据整体投资组合约 4.0% 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
DOW
前期市值: US$28.1万
在 Q4 2024 季度中，Aull & Monroe Investment Management Corp 共进行了 47 项持仓异动，包含新建仓 0 个仓位、加仓 0 个仓位、减仓 41 个仓位以及清仓 6 个仓位。 本季清仓仓位包含 DOW。
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。