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: 0002088236
申报总市值
US$1.7亿
US$1.7亿
111 檔
33.1%
截至 Q3 2024 季度末，Basepoint Wealth LLC 的美股持仓估值约为 US$1.7亿，全数申报仓位共有 111 档。
在 Q3 2024，Basepoint Wealth LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 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，Basepoint Wealth LLC 的前 5 大核心持股（包含 PHYS, PSLV, BRK-B 等）合计占整体申报市值的 33.1%，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 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 18.12% | -3.36% | +1.25% | |
| 2 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 13.26% | -4.25% | -0.24% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.89% | +0.03% | -3.11% | |
| 4 | DE | Deere & Co | 股票-工业 | 3.72% | +0.46% | -0.13% | |
| 5 | PEO | Adams Natural Resources Fund | 股票-其他 | 3.68% | -0.35% | -6.14% | |
| 6 | INGR | Ingredion Inc | 股票-非周期性消费 | 2.48% | -0.11% | -3.69% | |
| 7 | MMM | 3m Co | 股票-工业 | 2.33% | — | -2.06% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.23% | +0.29% | +2.80% | |
| 9 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.18% | -0.16% | +0.58% | |
| 10 | GD | General Dynamics CORP | 股票-工业 | 1.77% | -0.02% | +0.15% | |
| 11 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 1.60% | -0.03% | -4.67% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | +0.26% | -3.36% | |
| 13 | SMG | Scotts Miracle-gro Co | 股票-原材料 | 1.26% | -0.10% | -1.76% | |
| 14 | TPR | Tapestry Inc | 股票-周期性消费 | 1.18% | -0.46% | -2.04% | |
| 15 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.14% | — | +79.26% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.06% | +0.04% | -22.73% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.06% | +0.13% | +5.86% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | +0.17% | -11.83% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.00% | +0.10% | -1.60% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.95% | +0.06% | -1.98% | |
| 21 | RTX | Rtx CORP | 股票-工业 | 0.94% | -0.01% | -0.77% | |
| 22 | COP | Conocophillips | 股票-能源 | 0.89% | -0.13% | -10.41% | |
| 23 | ZM | Zoom Communications Inc | 股票-科技 | 0.85% | +0.23% | +0.37% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | +0.08% | -2.01% | |
| 25 | 0VVB | Paramount Global-class B | 股票-其他 | 0.78% | — | -1.42% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.77% | -0.11% | -1.94% | |
| 27 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.74% | +0.01% | +1.80% | |
| 28 | EMN | Eastman Chemical Co | 股票-原材料 | 0.73% | -0.04% | -2.37% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.72% | +0.03% | -1.24% | |
| 30 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.72% | +0.02% | +11.67% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.67% | +0.01% | +4.86% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | -0.01% | -11.34% | |
| 33 | HN9 | Hanesbrands Inc | 股票-其他 | 0.65% | — | +1.44% | |
| 34 | CMI | Cummins Inc | 股票-工业 | 0.64% | +0.01% | -10.74% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | +0.01% | -0.51% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | +0.04% | +0.32% | |
| 37 | PFG | Principal Financial Group | 股票-金融 | 0.60% | +0.09% | -1.01% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.59% | -0.04% | +0.77% | |
| 39 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 0.58% | — | -8.19% | |
| 40 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.57% | -0.01% | -2.97% | |
| 41 | DVA | Davita Inc | 股票-医疗保健 | 0.56% | +0.03% | -23.70% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | +0.06% | -16.17% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.53% | -0.05% | -1.78% | |
| 44 | CARR | Carrier Global CORP | 股票-工业 | 0.52% | +0.05% | +5.93% | |
| 45 | NTR | Nutrien LTD | 股票-原材料 | 0.51% | -0.03% | -1.91% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.58% | EXIT | |
| 47 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.50% | +0.10% | -8.32% | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.49% | +0.02% | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | +0.16% | +1.00% | |
| 50 | WTBA | West Bancorporation | 股票-其他 | 0.48% | +0.05% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | +1.1% | +1.25% | 加仓 |
| 2 | MMM | 3m Co | +0.4% | -2.06% | 减仓 |
| 3 | JLL | Jones Lang Lasalle Inc | +0.2% | -4.67% | 减仓 |
| 4 | SMG | Scotts Miracle-gro Co | +0.2% | -1.76% | 减仓 |
| 5 | HN9 | Hanesbrands Inc | +0.2% | +1.44% | 加仓 |
| 6 | INGR | Ingredion Inc | +0.2% | -3.69% | 减仓 |
| 7 | DE | Deere & Co | +0.2% | -0.13% | 减仓 |
| 8 | AAPL | Apple Inc | +0.1% | +2.80% | 加仓 |
| 9 | ABBV | Abbvie Inc | +0.1% | +5.86% | 加仓 |
| 10 | CARR | Carrier Global CORP | +0.1% | +5.93% | 加仓 |
| 11 | RTX | Rtx CORP | +0.1% | -0.77% | 减仓 |
| 12 | AMP | Ameriprise Financial Inc | +0.1% | +11.67% | 加仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.11% | 减仓 |
| 14 | LNT | Alliant Energy CORP | +0.1% | +1.80% | 加仓 |
| 15 | ZM | Zoom Communications Inc | +0.1% | +0.37% | 加仓 |
| 16 | AXP | American Express Co | +0.1% | +4.86% | 加仓 |
| 17 | NEE | Nextera Energy Inc | +0.1% | -1.94% | 减仓 |
| 18 | WMT | Walmart Inc | +0.1% | +0.77% | 加仓 |
| 19 | IVW | Ishares S&p 500 Growth ETF | 0% | +23.86% | 加仓 |
| 20 | EMN | Eastman Chemical Co | 0% | -2.37% | 减仓 |
| 21 | MELI | Mercadolibre Inc | 0% | — | 不变 |
| 22 | TPR | Tapestry Inc | 0% | -2.04% | 减仓 |
| 23 | VZ | Verizon Communications Inc | — | -1.98% | 减仓 |
| 24 | GD | General Dynamics CORP | 0% | +0.15% | 加仓 |
| 25 | FCX | Freeport-mcmoran Inc | -0.1% | -27.01% | 减仓 |
| 26 | PEP | Pepsico Inc | -0.1% | +0.58% | 加仓 |
| 27 | DVA | Davita Inc | -0.1% | -23.70% | 减仓 |
| 28 | SWKS | Skyworks Solutions Inc | -0.1% | -2.97% | 减仓 |
| 29 | MCK | Mckesson CORP | -0.1% | +0.83% | 加仓 |
| 30 | BIIB | Biogen Inc | -0.1% | -13.06% | 减仓 |
| 31 | NVDA | Nvidia CORP | -0.2% | -3.36% | 减仓 |
| 32 | INTC | Intel CORP | -0.3% | -10.93% | 减仓 |
| 33 | PSLV | Sprott Physical Silver Trust | -0.3% | -0.24% | 减仓 |
| 34 | COP | Conocophillips | -0.3% | -10.41% | 减仓 |
| 35 | QCOM | Qualcomm Inc | -0.3% | -16.17% | 减仓 |
| 36 | MSFT | Microsoft CORP | -0.3% | -11.83% | 减仓 |
| 37 | GS | Goldman Sachs Group Inc | -0.3% | -22.73% | 减仓 |
| 38 | PEO | Adams Natural Resources Fund | -0.6% | -6.14% | 减仓 |
| 39 | HD | Home Depot Inc | — | NEW | 新建仓 |
| 40 | RRC | Range Resources CORP | — | EXIT | 清仓 |
| 41 | UNH | Unitedhealth Group Inc | — | NEW | 新建仓 |
| 42 | 6D8 | Dupont De Nemours Inc | — | EXIT | 清仓 |
| 43 | RDVY | First Trust Rising Dividend | — | EXIT | 清仓 |
| 44 | CXT | Crane Nxt Co | — | EXIT | 清仓 |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新建仓 |
| 46 | BTU | Peabody Energy CORP | — | EXIT | 清仓 |
| 47 | USB | US Bancorp | — | NEW | 新建仓 |
| 48 | KO | Coca-cola Co/the | — | NEW | 新建仓 |
| 49 | FISV | Fiserv Inc | — | NEW | 新建仓 |
| 50 | EMR | Emerson Electric Co | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Basepoint Wealth LLC 在 Q3 2024 季度的美股持仓总市值约为 US$1.7亿，共申报了 111 个公开持股仓位。
在 Q3 2024 季度，Basepoint Wealth LLC 按市值排列的前三大核心持股分别为：PHYS (18.1%)、PSLV (13.3%)、BRK-B (3.9%)。其中最大持股仓位 PHYS 占据整体投资组合约 18.1% 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
HD
市值: US$66.3万
本季最大获利了结 / 清仓标的
RRC
前期市值: US$27.1万
在 Q3 2024 季度中，Basepoint Wealth LLC 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 14 个仓位、减仓 23 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 HD。 本季清仓仓位包含 RRC。
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。