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。
CIK: 0000313028
申报总市值
US$329.8亿
US$329.8亿
300 檔
11.8%
Q2 2024 季度申报显示,Barrow Hanley Mewhinney & Strauss LLC 披露的美股组合总市值为 US$329.8亿,涵盖 300 个不同之权益投资仓位。
在 Q2 2024 期间,Barrow Hanley Mewhinney & Strauss LLC 的持仓组合保持高度稳定,未出现显著的大幅增减仓操作,显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面,Barrow Hanley Mewhinney & Strauss LLC 的前 5 大核心持股(包含 ENB, FIS, APD 等)合计占整体申报市值的 11.8%,反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股(共 300 只)
| # | 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 | ENB | Enbridge Inc | 股票-能源 | 2.80% | -0.06% | +3.72% | |
| 2 | FIS | Fidelity National Info Serv | 股票-科技 | 2.71% | -0.22% | -2.97% | |
| 3 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.70% | -0.27% | +4.17% | |
| 4 | ETR | Entergy CORP | 股票-公用事业 | 2.53% | -0.54% | +12.39% | |
| 5 | QCOM | Qualcomm Inc | 股票-科技 | 2.51% | -0.98% | -20.76% | |
| 6 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.49% | -0.26% | -4.70% | |
| 7 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.43% | -0.01% | -3.44% | |
| 8 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.28% | +0.14% | -3.02% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 1.97% | -0.15% | -5.71% | |
| 10 | AIG | American International Group | 股票-金融 | 1.91% | — | -0.37% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.85% | — | -33.43% | |
| 12 | PNW | Pinnacle West Capital | 股票-公用事业 | 1.82% | -0.18% | +24.60% | |
| 13 | APTV | Aptiv PLC | 股票-周期性消费 | 1.81% | — | +13.70% | |
| 14 | HES | Hess CORP | 股票-其他 | 1.80% | — | -5.11% | |
| 15 | AXTA | Axalta Coating Systems Ltd. | 股票-原材料 | 1.75% | +0.16% | +0.92% | |
| 16 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.75% | -0.75% | EXIT | |
| 17 | HAL | Halliburton Co | 股票-能源 | 1.71% | -0.34% | -0.55% | |
| 18 | ARMK | Aramark | 股票-工业 | 1.65% | — | -24.47% | |
| 19 | AVTR | Avantor Inc | 股票-医疗保健 | 1.61% | +0.02% | -5.51% | |
| 20 | MDT | Medtronic plc | 股票-医疗保健 | 1.61% | -0.27% | -3.80% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.60% | +0.01% | +1.64% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.60% | -0.83% | — | |
| 23 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 1.59% | -2.51% | EXIT | |
| 24 | J | Jacobs Solutions Inc | 股票-工业 | 1.59% | — | +6.13% | |
| 25 | ALL | Allstate CORP | 股票-金融 | 1.59% | — | -3.93% | |
| 26 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 1.52% | +0.44% | +2.44% | |
| 27 | PSA | Public Storage | 股票-房地产 | 1.48% | +0.02% | -2.17% | |
| 28 | LAD | Lithia Motors Inc | 股票-周期性消费 | 1.47% | — | +14.69% | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 1.42% | -0.02% | -5.74% | |
| 30 | CRH | CRH plc | 股票-原材料 | 1.40% | +0.09% | -0.18% | |
| 31 | PSX | Phillips 66 | 股票-能源 | 1.36% | -0.25% | +2.90% | |
| 32 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 1.28% | — | +0.81% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.22% | +0.66% | +3.41% | |
| 34 | VICI | Vici Properties Inc | 股票-房地产 | 1.13% | -0.24% | -9.74% | |
| 35 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.12% | — | +1.40% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | -0.10% | +686.42% | |
| 37 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.00% | -0.21% | EXIT | |
| 38 | EA | Electronic Arts Inc | 股票-通信服务 | 0.99% | — | +3.81% | |
| 39 | SNY | Sanofi-adr | 股票-医疗保健 | 0.98% | -0.58% | +113.84% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.96% | -0.07% | +1.96% | |
| 41 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.94% | -0.43% | EXIT | |
| 42 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工业 | 0.92% | +0.11% | +6.68% | |
| 43 | CIEN | Ciena CORP | 股票-科技 | 0.89% | -0.18% | +119.91% | |
| 44 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.88% | -0.24% | -14.32% | |
| 45 | HUM | Humana Inc | 股票-医疗保健 | 0.87% | +0.64% | -23.00% | |
| 46 | SN | SharkNinja, Inc. | 股票-周期性消费 | 0.81% | +0.01% | -18.42% | |
| 47 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.80% | +0.03% | +2.79% | |
| 48 | PRKS | United Parks & Resorts Inc | 股票-其他 | 0.76% | — | +4.69% | |
| 49 | MTB | M & T Bank CORP | 股票-金融 | 0.72% | — | +3.23% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | +0.06% | +11.06% |
根据 SEC 官方 Form 13F 申报备案,Barrow Hanley Mewhinney & Strauss LLC 在 Q2 2024 季度的美股持仓总市值约为 US$329.8亿,共申报了 300 个公开持股仓位。
在 Q2 2024 季度,Barrow Hanley Mewhinney & Strauss LLC 按市值排列的前三大核心持股分别为:ENB (2.8%)、FIS (2.7%)、APD (2.7%)。其中最大持股仓位 ENB 占据整体投资组合约 2.8% 的权重。
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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。
在 Q2 2024 季度中,Barrow Hanley Mewhinney & Strauss LLC 的持仓组合维持高度稳定,未出现大规模调仓操作。
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。