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: 0000911274
申报总市值
US$17.3亿
US$17.3亿
225 檔
11.3%
Beese Fulmer Investment Management, Inc. 在 Q1 2024 季度的美股仓位总计估值为 US$17.3亿，分散于 225 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2024 期间，Beese Fulmer Investment Management, Inc. 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，Beese Fulmer Investment Management, Inc. 的前 5 大核心持股（包含 MSFT, AAPL, MA 等）合计占整体申报市值的 11.3%，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 225 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 | MSFT | Microsoft CORP | 股票-科技 | 5.16% | -0.30% | -0.16% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.08% | +0.14% | -2.21% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 3.13% | -0.15% | -0.95% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.84% | +0.10% | +4.30% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.26% | -0.11% | -0.00% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.19% | +0.25% | -0.44% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.19% | -0.30% | +2.04% | |
| 8 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.18% | -0.19% | -2.28% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.97% | +0.31% | +0.46% | |
| 10 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.97% | — | -0.64% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.94% | +0.20% | -2.73% | |
| 12 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.93% | -0.02% | -0.24% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.81% | -2.22% | EXIT | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.81% | -0.12% | +2.93% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.80% | -0.12% | -0.18% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | +0.02% | +0.20% | |
| 17 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.59% | -0.27% | +4.59% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.58% | -0.24% | +1.08% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.53% | -0.12% | -26.04% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.48% | -0.10% | +0.05% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.44% | -0.35% | +3.64% | |
| 22 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.39% | -0.06% | +2.14% | |
| 23 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.37% | -0.12% | -5.89% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.36% | -0.05% | -0.10% | |
| 25 | SYK | Stryker CORP | 股票-医疗保健 | 1.36% | -0.06% | +0.85% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.36% | -0.22% | +0.43% | |
| 27 | LIN | Linde plc | 股票-原材料 | 1.33% | -0.05% | -0.52% | |
| 28 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.26% | +0.03% | +3.87% | |
| 29 | ICE | Intercontinental Exchange In | 股票-金融 | 1.23% | -0.30% | +0.55% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.21% | -0.05% | -10.36% | |
| 31 | COP | Conocophillips | 股票-能源 | 1.20% | -0.10% | +2.73% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.19% | -0.15% | -6.55% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 1.17% | -0.02% | +1.77% | |
| 34 | CMI | Cummins Inc | 股票-工业 | 1.16% | +0.28% | +1.73% | |
| 35 | NFLX | Netflix Inc | 股票-通信服务 | 1.02% | -0.41% | +3502.22% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.02% | -0.15% | +0.85% | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 1.01% | +0.01% | +3.40% | |
| 38 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.01% | +0.10% | +0.83% | |
| 39 | DELL | Dell Technologies -c | 股票-科技 | 1.00% | +2.23% | +2374.53% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.96% | +0.02% | +1262.15% | |
| 41 | EMR | Emerson Electric Co | 股票-工业 | 0.91% | -0.01% | -11.65% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.90% | — | +7.55% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.01% | +2.89% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.87% | -0.04% | +9.33% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.86% | +0.04% | +3.96% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.84% | -0.01% | +4.55% | |
| 47 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.82% | +0.08% | +14.80% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.76% | +0.43% | +1.89% | |
| 49 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.75% | -0.15% | -2.72% | |
| 50 | AON | Aon plc | 股票-金融 | 0.75% | -0.03% | +10.08% |
根据 SEC 官方 Form 13F 申报备案，Beese Fulmer Investment Management, Inc. 在 Q1 2024 季度的美股持仓总市值约为 US$17.3亿，共申报了 225 个公开持股仓位。
在 Q1 2024 季度，Beese Fulmer Investment Management, Inc. 按市值排列的前三大核心持股分别为：MSFT (5.2%)、AAPL (5.1%)、MA (3.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.2% 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。
在 Q1 2024 季度中，Beese Fulmer Investment Management, Inc. 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。
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。