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: 0001966036
申报总市值
US$2.2亿
US$2.2亿
78 檔
35.7%
根据最新整理的 13F 季度数据集，Ausbil Investment Management Ltd 于 Q3 2024 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 78 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Ausbil Investment Management Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 19 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ausbil Investment Management Ltd 的前 5 大核心持股（包含 PEG, AMT, NEE 等）合计占整体申报市值的 35.7%，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 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 7.25% | -3.05% | EXIT | |
| 2 | AMT | American Tower CORP | 股票-房地产 | 5.80% | -0.52% | +49.60% | |
| 3 | NEE | Nextera Energy Inc | 股票-公用事业 | 5.05% | -1.26% | -26.30% | |
| 4 | TRP | Tc Energy CORP | 股票-能源 | 4.73% | — | +54.20% | |
| 5 | ETR | Entergy CORP | 股票-公用事业 | 4.42% | +2.64% | +11.45% | |
| 6 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 4.27% | — | — | |
| 7 | CCI | Crown Castle Inc | 股票-房地产 | 3.97% | -0.53% | +58.50% | |
| 8 | ATO | Atmos Energy CORP | 股票-公用事业 | 3.53% | -0.51% | +2.39% | |
| 9 | EXC | Exelon CORP | 股票-公用事业 | 3.47% | — | +7.95% | |
| 10 | SRE | Sempra | 股票-公用事业 | 3.38% | — | — | |
| 11 | ✓ | Ferrovial Se | 股票-其他 | 3.20% | -0.01% | — | |
| 12 | ENB | Enbridge Inc | 股票-能源 | 2.90% | -0.46% | -0.35% | |
| 13 | AEE | Ameren Corporation | 股票-公用事业 | 2.81% | — | -4.66% | |
| 14 | WMB | Williams Cos Inc | 股票-能源 | 2.68% | -0.68% | -45.44% | |
| 15 | TXNM | Txnm Energy Inc | 股票-公用事业 | 2.43% | — | — | |
| 16 | LNG | Cheniere Energy Inc | 股票-能源 | 2.41% | +0.79% | +2.05% | |
| 17 | EIX | Edison International | 股票-公用事业 | 2.39% | — | -40.87% | |
| 18 | NI | Nisource Inc | 股票-公用事业 | 2.37% | -0.34% | — | |
| 19 | PCG | P G & E CORP | 股票-公用事业 | 2.33% | -1.14% | +5.95% | |
| 20 | OKE | Oneok Inc | 股票-能源 | 2.07% | -0.40% | -18.17% | |
| 21 | TRGP | Targa Resources CORP | 股票-能源 | 2.03% | — | -34.45% | |
| 22 | CMS | Cms Energy CORP | 股票-公用事业 | 1.86% | — | +16.91% | |
| 23 | POWL | Powell Industries Inc | 股票-工业 | 1.52% | -0.25% | -14.40% | |
| 24 | STRL | Sterling Infrastructure Inc | 股票-工业 | 1.44% | — | -4.68% | |
| 25 | EME | Emcor Group Inc | 股票-工业 | 1.44% | — | -1.63% | |
| 26 | PPL | Ppl CORP | 股票-公用事业 | 1.42% | — | — | |
| 27 | MLI | Mueller Industries Inc | 股票-工业 | 1.36% | -0.30% | +3.88% | |
| 28 | EXP | Eagle Materials Inc | 股票-原材料 | 1.29% | — | +400.31% | |
| 29 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 1.23% | — | +42.80% | |
| 30 | FN | Fabrinet | 股票-科技 | 1.20% | -0.18% | +0.52% | |
| 31 | PRIM | Primoris Services CORP | 股票-工业 | 1.17% | -0.12% | EXIT | |
| 32 | CLS | Celestica Inc | 股票-科技 | 0.84% | — | -9.44% | |
| 33 | COLB | Columbia Banking System Inc | 股票-金融 | 0.65% | +0.40% | +483.18% | |
| 34 | IBP | Installed Building Products | 股票-周期性消费 | 0.64% | +0.18% | -39.19% | |
| 35 | CBU | Community Financial System I | 股票-其他 | 0.61% | +0.60% | +494.74% | |
| 36 | KNF | Knife River CORP | 股票-原材料 | 0.60% | — | +599.50% | |
| 37 | BLD | Topbuild CORP | 股票-工业 | 0.60% | -1.00% | EXIT | |
| 38 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.50% | +0.44% | NEW | |
| 39 | EVR | Evercore Inc - A | 股票-金融 | 0.49% | — | +38.78% | |
| 40 | NVT | nVent Electric plc | 股票-工业 | 0.45% | — | -55.73% | |
| 41 | EGP | Eastgroup Properties Inc | 股票-房地产 | 0.43% | +0.36% | +261.62% | |
| 42 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 0.42% | — | -63.19% | |
| 43 | HBM | Hudbay Minerals Inc | 股票-其他 | 0.41% | +0.15% | NEW | |
| 44 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.41% | — | — | |
| 45 | LIF | Life360 Inc | 股票-其他 | 0.39% | — | — | |
| 46 | AIT | Applied Industrial Tech Inc | 股票-工业 | 0.39% | +0.26% | -20.75% | |
| 47 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.37% | -0.26% | — | |
| 48 | 7SU | Summit Materials Inc -cl A | 股票-其他 | 0.32% | — | +355.83% | |
| 49 | CCJ | Cameco CORP | 股票-能源 | 0.29% | -0.01% | +1066.67% | |
| 50 | PNW | Pinnacle West Capital Corporation | 股票-公用事业 | 0.27% | — | +40.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NGG | National Grid Plc-sp Adr | +4.3% | NEW | 新建仓 |
| 2 | SRE | Sempra | +3.4% | NEW | 新建仓 |
| 3 | ✓ | Ferrovial Se | +3.2% | NEW | 新建仓 |
| 4 | TXNM | Txnm Energy Inc | +2.4% | NEW | 新建仓 |
| 5 | NI | Nisource Inc | +2.4% | NEW | 新建仓 |
| 6 | AMT | American Tower CORP | +1.5% | +49.60% | 加仓 |
| 7 | TRP | Tc Energy CORP | +1.5% | +54.20% | 加仓 |
| 8 | PPL | Ppl CORP | +1.4% | NEW | 新建仓 |
| 9 | CCI | Crown Castle Inc | +1.2% | +58.50% | 加仓 |
| 10 | EXP | Eagle Materials Inc | +1% | +400.31% | 加仓 |
| 11 | COLB | Columbia Banking System Inc | +0.5% | +483.18% | 加仓 |
| 12 | KNF | Knife River CORP | +0.5% | +599.50% | 加仓 |
| 13 | CBU | Community Financial System I | +0.5% | +494.74% | 加仓 |
| 14 | BHP | Bhp Group Ltd-spon Adr | +0.4% | NEW | 新建仓 |
| 15 | LIF | Life360 Inc | +0.4% | NEW | 新建仓 |
| 16 | MOD | Modine Manufacturing Co | +0.4% | +42.80% | 加仓 |
| 17 | EGP | Eastgroup Properties Inc | +0.3% | +261.62% | 加仓 |
| 18 | EXE | Expand Energy CORP | +0.3% | NEW | 新建仓 |
| 19 | CCJ | Cameco CORP | +0.3% | +1066.67% | 加仓 |
| 20 | MTZ | Mastec Inc | +0.2% | NEW | 新建仓 |
| 21 | 7SU | Summit Materials Inc -cl A | +0.2% | +355.83% | 加仓 |
| 22 | PRI | Primerica Inc | +0.2% | NEW | 新建仓 |
| 23 | PRIM | Primoris Services CORP | +0.2% | +31.76% | 加仓 |
| 24 | ETR | Entergy CORP | +0.1% | +11.45% | 加仓 |
| 25 | CMS | Cms Energy CORP | +0.1% | +16.91% | 加仓 |
| 26 | MLI | Mueller Industries Inc | 0% | +3.88% | 加仓 |
| 27 | POWL | Powell Industries Inc | 0% | -14.40% | 减仓 |
| 28 | PEG | Public Service Enterprise Gp | -0.1% | +8.71% | 加仓 |
| 29 | EXC | Exelon CORP | -0.2% | +7.95% | 加仓 |
| 30 | PCG | P G & E CORP | -0.3% | +5.95% | 加仓 |
| 31 | ATO | Atmos Energy CORP | -0.3% | +2.39% | 加仓 |
| 32 | ONTO | Onto Innovation Inc | -0.3% | -66.15% | 减仓 |
| 33 | AEE | Ameren Corporation | -0.4% | -4.66% | 减仓 |
| 34 | OXY | Occidental Petroleum CORP | -0.4% | -86.67% | 减仓 |
| 35 | APA | Apa CORP | -0.4% | EXIT | 清仓 |
| 36 | FORM | Formfactor Inc | -0.4% | -80.65% | 减仓 |
| 37 | SLB | Slb LTD | -0.5% | EXIT | 清仓 |
| 38 | ENB | Enbridge Inc | -0.5% | -0.35% | 减仓 |
| 39 | IBP | Installed Building Products | -0.5% | -39.19% | 减仓 |
| 40 | BLD | Topbuild CORP | -0.9% | -50.20% | 减仓 |
| 41 | LMAT | Lemaitre Vascular Inc | -1% | -63.19% | 减仓 |
| 42 | NVT | nVent Electric plc | -1% | -55.73% | 减仓 |
| 43 | ATKR | Atkore Inc | -1.2% | -81.22% | 减仓 |
| 44 | TRGP | Targa Resources CORP | -1.6% | -34.45% | 减仓 |
| 45 | MEDP | Medpace Holdings Inc | -1.7% | EXIT | 清仓 |
| 46 | CNP | Centerpoint Energy Inc | -1.9% | -86.80% | 减仓 |
| 47 | EIX | Edison International | -2.1% | -40.87% | 减仓 |
| 48 | PBA | Pembina Pipeline CORP | -2.6% | EXIT | 清仓 |
| 49 | NEE | Nextera Energy Inc | -2.6% | -26.30% | 减仓 |
| 50 | WMB | Williams Cos Inc | -3.4% | -45.44% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ausbil Investment Management Ltd 在 Q3 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 78 个公开持股仓位。
在 Q3 2024 季度，Ausbil Investment Management Ltd 按市值排列的前三大核心持股分别为：PEG (7.3%)、AMT (5.8%)、NEE (5.0%)。其中最大持股仓位 PEG 占据整体投资组合约 7.3% 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
NGG
市值: US$1237.8万
本季最大获利了结 / 清仓标的
PBA
前期市值: US$555.8万
在 Q3 2024 季度中，Ausbil Investment Management Ltd 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 19 个仓位、减仓 16 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 NGG。 本季清仓仓位包含 PBA。
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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