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: 0001387723
申报总市值
US$3.6亿
US$3.6亿
145 檔
41.6%
在 Q3 2024 的 13F 官方备案中，Bank Of Stockton 管理的美股投资组合规模来到 US$3.6亿，整体持股档数为 145 档。
在 Q3 2024，Bank Of Stockton 展现出较为审慎的避险与获利了结姿态。本季共减仓 85 个仓位并完全清仓 1 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，Bank Of Stockton 的前 5 大核心持股（包含 IVV, IJH, IJR 等）合计占整体申报市值的 41.6%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
HPE
市值: US$61.4万
本季最大获利了结 / 清仓标的
HON
前期市值: US$21.6万
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 16.26% | -0.65% | +4.65% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 13.99% | -0.10% | -0.44% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.87% | +0.25% | -4.98% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.44% | -0.20% | -21.70% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.12% | -0.67% | -0.47% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.04% | +0.04% | -3.32% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.39% | +0.21% | -4.40% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.30% | -2.82% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.06% | -0.12% | +4.34% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.91% | -0.34% | -2.41% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.05% | -1.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.54% | +0.26% | -3.64% | |
| 13 | CMF | Ishares California Muni Bond | ETF-其他 | 1.42% | -0.09% | -0.13% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.34% | -0.06% | -0.92% | |
| 15 | PH | Parker Hannifin CORP | 股票-工业 | 1.27% | -0.03% | -8.82% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.24% | -0.12% | +10.84% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | +0.01% | -2.36% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.04% | -0.05% | +40.27% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 1.04% | +1.30% | -5.79% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 0.98% | -0.29% | -2.77% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 0.96% | +0.11% | -1.46% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.85% | +0.04% | -3.28% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 0.79% | -0.09% | -2.71% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.46% | +108.13% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | -0.09% | -0.38% | |
| 26 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.75% | +0.07% | +93.66% | |
| 27 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.75% | -0.03% | +1.43% | |
| 28 | PGR | Progressive CORP | 股票-金融 | 0.74% | -0.01% | -3.40% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.73% | — | -11.85% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | -0.19% | -1.69% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.20% | -15.63% | |
| 32 | CMI | Cummins Inc | 股票-工业 | 0.65% | +0.13% | +2.05% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.65% | -0.08% | +4.46% | |
| 34 | DHR | Danaher CORP | 股票-医疗保健 | 0.61% | -0.04% | -1.73% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.56% | +0.07% | -0.36% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.56% | -0.08% | +1.06% | |
| 37 | MU | Micron Technology Inc | 股票-科技 | 0.55% | +2.93% | -1.91% | |
| 38 | SYK | Stryker CORP | 股票-医疗保健 | 0.53% | -0.05% | -6.62% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.48% | +0.07% | -2.79% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.47% | -0.06% | -32.25% | |
| 41 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.45% | — | -5.81% | |
| 42 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | +0.20% | +14.28% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.41% | +0.02% | +3.75% | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.40% | -0.02% | -7.39% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.39% | +0.01% | -4.86% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.36% | -0.04% | +129.19% | |
| 47 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.35% | -0.06% | -12.04% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | +0.07% | +19.95% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.32% | +0.02% | +6.48% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.30% | -0.04% | -6.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +4.65% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +108.13% | 加仓 |
| 3 | WFC | Wells Fargo & Co | +0.2% | +40.27% | 加仓 |
| 4 | HPE | Hewlett Packard Enterprise | +0.2% | NEW | 新建仓 |
| 5 | COP | Conocophillips | +0.2% | +129.19% | 加仓 |
| 6 | SCZ | Ishares Msci Eafe Small-cap | +0.2% | +4.34% | 加仓 |
| 7 | SLB | Slb LTD | +0.2% | NEW | 新建仓 |
| 8 | DAL | Delta Air Lines Inc | +0.2% | NEW | 新建仓 |
| 9 | HD | Home Depot Inc | +0.1% | -0.92% | 减仓 |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.44% | 减仓 |
| 11 | PFF | Ishares Preferred & Income S | +0.1% | +10.84% | 加仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | +126.27% | 加仓 |
| 13 | ORCL | Oracle CORP | +0.1% | +4.46% | 加仓 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | NEW | 新建仓 |
| 15 | DE | Deere & Co | +0.1% | +136.45% | 加仓 |
| 16 | PH | Parker Hannifin CORP | +0.1% | -8.82% | 减仓 |
| 17 | WMT | Walmart Inc | +0.1% | -2.77% | 减仓 |
| 18 | IVE | Ishares S&p 500 Value ETF | +0.1% | -0.47% | 减仓 |
| 19 | PGR | Progressive CORP | +0.1% | -3.40% | 减仓 |
| 20 | ICF | Ishares Select U.s. Reit ETF | +0.1% | +1.43% | 加仓 |
| 21 | CMI | Cummins Inc | +0.1% | +2.05% | 加仓 |
| 22 | BALL | Ball CORP | +0.1% | NEW | 新建仓 |
| 23 | ILMN | Illumina Inc | +0.1% | NEW | 新建仓 |
| 24 | TAP | Molson Coors Beverage Co - B | +0.1% | NEW | 新建仓 |
| 25 | IBM | Intl Business Machines CORP | +0.1% | +6.48% | 加仓 |
| 26 | EPD | Enterprise Products Partners | +0.1% | NEW | 新建仓 |
| 27 | PAA | Plains All Amer Pipeline LP | +0.1% | NEW | 新建仓 |
| 28 | CVE | Cenovus Energy Inc | +0.1% | NEW | 新建仓 |
| 29 | ACN | Accenture plc | +0.1% | +1.06% | 加仓 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +19.95% | 加仓 |
| 31 | KHC | Kraft Heinz Co/the | +0.1% | NEW | 新建仓 |
| 32 | SO | Southern Co/the | +0.1% | NEW | 新建仓 |
| 33 | DVN | Devon Energy CORP | +0.1% | NEW | 新建仓 |
| 34 | AAPL | Apple Inc | +0.1% | -3.32% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | +0.1% | -0.38% | 减仓 |
| 36 | PNC | Pnc Financial Services Group | 0% | +7.76% | 加仓 |
| 37 | TMUS | T-mobile US Inc | 0% | +5.97% | 加仓 |
| 38 | UNH | Unitedhealth Group Inc | 0% | -2.79% | 减仓 |
| 39 | GS | Goldman Sachs Group Inc | 0% | +3.75% | 加仓 |
| 40 | USB | US Bancorp | 0% | +9.54% | 加仓 |
| 41 | BLKCHF | Blackrock Inc | 0% | +12.84% | 加仓 |
| 42 | ISRG | Intuitive Surgical Inc | 0% | +18.95% | 加仓 |
| 43 | ETR | Entergy CORP | 0% | +3.90% | 加仓 |
| 44 | SNY | Sanofi-adr | 0% | +22.72% | 加仓 |
| 45 | AZNN | Astrazeneca Plc-spons Adr | 0% | +48.67% | 加仓 |
| 46 | DHR | Danaher CORP | 0% | -1.73% | 减仓 |
| 47 | ABT | Abbott Laboratories | 0% | -1.69% | 减仓 |
| 48 | NOC | Northrop Grumman CORP | 0% | -2.08% | 减仓 |
| 49 | PANW | Palo Alto Networks Inc | 0% | +20.00% | 加仓 |
| 50 | NFLX | Netflix Inc | 0% | +7.59% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Of Stockton 在 Q3 2024 季度的美股持仓总市值约为 US$3.6亿，共申报了 145 个公开持股仓位。
在 Q3 2024 季度，Bank Of Stockton 按市值排列的前三大核心持股分别为：IVV (16.3%)、IJH (14.0%)、IJR (5.9%)。其中最大持股仓位 IVV 占据整体投资组合约 16.3% 的权重。
在 Q3 2024 季度中，Bank Of Stockton 共进行了 136 项持仓异动，包含新建仓 14 个仓位、加仓 36 个仓位、减仓 85 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 HPE。 本季清仓仓位包含 HON。
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。
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。
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。