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
69 檔
18.1%
在 Q4 2024 的 13F 官方备案中，Ausbil Investment Management Ltd 管理的美股投资组合规模来到 US$2.2亿，整体持股档数为 69 档。
在 Q4 2024，Ausbil Investment Management Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 9 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，Ausbil Investment Management Ltd 的前 5 大核心持股（包含 PEG, SRE, TRP 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 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 5.44% | -3.05% | EXIT | |
| 2 | SRE | Sempra | 股票-公用事业 | 5.19% | — | -15.98% | |
| 3 | TRP | Tc Energy CORP | 股票-能源 | 4.85% | — | -41.13% | |
| 4 | NI | Nisource Inc | 股票-公用事业 | 4.34% | -0.34% | -0.01% | |
| 5 | EXC | Exelon CORP | 股票-公用事业 | 4.27% | — | -24.71% | |
| 6 | ETR | Entergy CORP | 股票-公用事业 | 4.18% | +2.64% | -6.68% | |
| 7 | WMB | Williams Cos Inc | 股票-能源 | 3.37% | -0.68% | -41.93% | |
| 8 | ATO | Atmos Energy CORP | 股票-公用事业 | 3.31% | -0.51% | -46.10% | |
| 9 | AEE | Ameren Corporation | 股票-公用事业 | 3.26% | — | -34.52% | |
| 10 | ✓ | Ferrovial Se | 股票-其他 | 3.18% | -0.01% | -41.04% | |
| 11 | TXNM | Txnm Energy Inc | 股票-公用事业 | 3.13% | — | -33.86% | |
| 12 | ENB | Enbridge Inc | 股票-能源 | 3.12% | -0.46% | -41.84% | |
| 13 | LNG | Cheniere Energy Inc | 股票-能源 | 3.02% | +0.79% | -41.93% | |
| 14 | CSX | Csx CORP | 股票-工业 | 2.92% | +0.33% | — | |
| 15 | PCG | P G & E CORP | 股票-公用事业 | 2.89% | -1.14% | -31.26% | |
| 16 | NSC | Norfolk Southern CORP | 股票-工业 | 2.83% | +0.28% | — | |
| 17 | PPL | Ppl CORP | 股票-公用事业 | 2.60% | — | +8.10% | |
| 18 | TRGP | Targa Resources CORP | 股票-能源 | 2.59% | — | -41.90% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.56% | -1.26% | -65.85% | |
| 20 | AMT | American Tower CORP | 股票-房地产 | 2.45% | -0.52% | -69.14% | |
| 21 | OKE | Oneok Inc | 股票-能源 | 2.35% | -0.40% | -42.18% | |
| 22 | EIX | Edison International | 股票-公用事业 | 1.98% | — | -48.03% | |
| 23 | MLI | Mueller Industries Inc | 股票-工业 | 1.94% | -0.30% | -25.17% | |
| 24 | EME | Emcor Group Inc | 股票-工业 | 1.88% | — | -31.73% | |
| 25 | POWL | Powell Industries Inc | 股票-工业 | 1.54% | -0.25% | -47.58% | |
| 26 | EGP | Eastgroup Properties Inc | 股票-房地产 | 1.41% | +0.36% | +115.97% | |
| 27 | CCI | Crown Castle Inc | 股票-房地产 | 1.38% | -0.53% | -73.76% | |
| 28 | PRIM | Primoris Services CORP | 股票-工业 | 1.35% | -0.12% | EXIT | |
| 29 | CLS | Celestica Inc | 股票-科技 | 1.30% | — | -53.36% | |
| 30 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 1.29% | — | -34.86% | |
| 31 | AIT | Applied Industrial Tech Inc | 股票-工业 | 0.99% | +0.26% | +34.01% | |
| 32 | WLDN | Willdan Group Inc | 股票-其他 | 0.88% | -0.35% | EXIT | |
| 33 | STRL | Sterling Infrastructure Inc | 股票-工业 | 0.87% | — | -71.59% | |
| 34 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.78% | +0.44% | NEW | |
| 35 | EVR | Evercore Inc - A | 股票-金融 | 0.71% | — | -24.13% | |
| 36 | 7SU | Summit Materials Inc -cl A | 股票-其他 | 0.67% | — | -9.32% | |
| 37 | CHE | Chemed CORP | 股票-医疗保健 | 0.64% | — | +105.39% | |
| 38 | CBU | Community Financial System I | 股票-其他 | 0.62% | +0.60% | -45.11% | |
| 39 | COLB | Columbia Banking System Inc | 股票-金融 | 0.62% | +0.40% | -47.09% | |
| 40 | CCJ | Cameco CORP | 股票-能源 | 0.51% | -0.01% | -8.57% | |
| 41 | PRI | Primerica Inc | 股票-金融 | 0.50% | +0.70% | +20.86% | |
| 42 | PLPC | Preformed Line Products Co | 股票-其他 | 0.42% | -0.17% | +222.80% | |
| 43 | RLI | Rli CORP | 股票-金融 | 0.41% | -0.46% | EXIT | |
| 44 | SIGI | Selective Insurance Group | 股票-金融 | 0.41% | — | +73.12% | |
| 45 | FN | Fabrinet | 股票-科技 | 0.40% | -0.18% | -80.16% | |
| 46 | SLGN | Silgan Holdings Inc | 股票-周期性消费 | 0.39% | — | +93.88% | |
| 47 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.37% | -0.26% | -23.26% | |
| 48 | MTZ | Mastec Inc | 股票-工业 | 0.36% | — | -26.32% | |
| 49 | UEC | Uranium Energy CORP | 股票-能源 | 0.35% | -0.03% | -20.62% | |
| 50 | NXE | Nexgen Energy LTD | 股票-其他 | 0.35% | -0.05% | -20.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | +2.9% | NEW | 新建仓 |
| 2 | NSC | Norfolk Southern CORP | +2.8% | NEW | 新建仓 |
| 3 | SRE | Sempra | +1.8% | -15.98% | 减仓 |
| 4 | EGP | Eastgroup Properties Inc | +1% | +115.97% | 加仓 |
| 5 | EXC | Exelon CORP | +0.8% | -24.71% | 减仓 |
| 6 | WLDN | Willdan Group Inc | +0.8% | +341.22% | 加仓 |
| 7 | TXNM | Txnm Energy Inc | +0.7% | -33.86% | 减仓 |
| 8 | WMB | Williams Cos Inc | +0.7% | -41.93% | 减仓 |
| 9 | LNG | Cheniere Energy Inc | +0.6% | -41.93% | 减仓 |
| 10 | AIT | Applied Industrial Tech Inc | +0.6% | +34.01% | 加仓 |
| 11 | MLI | Mueller Industries Inc | +0.6% | -25.17% | 减仓 |
| 12 | PCG | P G & E CORP | +0.6% | -31.26% | 减仓 |
| 13 | TRGP | Targa Resources CORP | +0.6% | -41.90% | 减仓 |
| 14 | AEE | Ameren Corporation | +0.5% | -34.52% | 减仓 |
| 15 | EME | Emcor Group Inc | +0.4% | -31.73% | 减仓 |
| 16 | CHE | Chemed CORP | +0.4% | +105.39% | 加仓 |
| 17 | PLPC | Preformed Line Products Co | +0.4% | +222.80% | 加仓 |
| 18 | OKE | Oneok Inc | +0.3% | -42.18% | 减仓 |
| 19 | ENB | Enbridge Inc | +0.2% | -41.84% | 减仓 |
| 20 | PRIM | Primoris Services CORP | +0.2% | -51.69% | 减仓 |
| 21 | TRP | Tc Energy CORP | +0.1% | -41.13% | 减仓 |
| 22 | MOD | Modine Manufacturing Co | +0.1% | -34.86% | 减仓 |
| 23 | POWL | Powell Industries Inc | 0% | -47.58% | 减仓 |
| 24 | CBU | Community Financial System I | 0% | -45.11% | 减仓 |
| 25 | FCX | Freeport-mcmoran Inc | — | -23.26% | 减仓 |
| 26 | ✓ | Ferrovial Se | 0% | -41.04% | 减仓 |
| 27 | COLB | Columbia Banking System Inc | 0% | -47.09% | 减仓 |
| 28 | HBM | Hudbay Minerals Inc | -0.1% | -60.00% | 减仓 |
| 29 | ED | Consolidated Edison Inc | -0.2% | EXIT | 清仓 |
| 30 | CNP | Centerpoint Energy Inc | -0.2% | EXIT | 清仓 |
| 31 | ATO | Atmos Energy CORP | -0.2% | -46.10% | 减仓 |
| 32 | CCS | Century Communities Inc | -0.2% | EXIT | 清仓 |
| 33 | ETR | Entergy CORP | -0.2% | -6.68% | 减仓 |
| 34 | LMAT | Lemaitre Vascular Inc | -0.3% | -83.44% | 减仓 |
| 35 | NVT | nVent Electric plc | -0.4% | -89.56% | 减仓 |
| 36 | LIF | Life360 Inc | -0.4% | EXIT | 清仓 |
| 37 | EIX | Edison International | -0.4% | -48.03% | 减仓 |
| 38 | BHP | Bhp Group Ltd-spon Adr | -0.4% | EXIT | 清仓 |
| 39 | KNF | Knife River CORP | -0.5% | -93.02% | 减仓 |
| 40 | STRL | Sterling Infrastructure Inc | -0.6% | -71.59% | 减仓 |
| 41 | BLD | Topbuild CORP | -0.6% | EXIT | 清仓 |
| 42 | IBP | Installed Building Products | -0.6% | EXIT | 清仓 |
| 43 | FN | Fabrinet | -0.8% | -80.16% | 减仓 |
| 44 | EXP | Eagle Materials Inc | -1.2% | -96.01% | 减仓 |
| 45 | PEG | Public Service Enterprise Gp | -1.8% | -55.53% | 减仓 |
| 46 | CMS | Cms Energy CORP | -1.9% | EXIT | 清仓 |
| 47 | NEE | Nextera Energy Inc | -2.5% | -65.85% | 减仓 |
| 48 | CCI | Crown Castle Inc | -2.6% | -73.76% | 减仓 |
| 49 | AMT | American Tower CORP | -3.4% | -69.14% | 减仓 |
| 50 | NGG | National Grid Plc-sp Adr | -4.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Ausbil Investment Management Ltd 在 Q4 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 69 个公开持股仓位。
在 Q4 2024 季度，Ausbil Investment Management Ltd 按市值排列的前三大核心持股分别为：PEG (5.4%)、SRE (5.2%)、TRP (4.8%)。其中最大持股仓位 PEG 占据整体投资组合约 5.4% 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
CSX
市值: US$485.9万
本季最大获利了结 / 清仓标的
NGG
前期市值: US$1237.8万
在 Q4 2024 季度中，Ausbil Investment Management Ltd 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 5 个仓位、减仓 34 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 CSX。 本季清仓仓位包含 NGG。
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。