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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000894300
申报总市值
US$4.8亿
US$4.8亿
39 檔
56.4%
Q3 2024 季度申报显示，Bender Robert & Associates 披露的美股组合总市值为 US$4.8亿，涵盖 39 个不同之权益投资仓位。
在 Q3 2024，Bender Robert & Associates 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 4 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，Bender Robert & Associates 的前 5 大核心持股（包含 AAPL, NVDA, ISRG 等）合计占整体申报市值的 56.4%，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 | AAPL | Apple Inc | 股票-科技 | 20.08% | -0.50% | -2.79% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 17.08% | -0.50% | -6.46% | |
| 3 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 8.81% | -1.92% | -0.53% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.85% | -0.08% | -0.16% | |
| 5 | MELI | Mercadolibre Inc | 股票-周期性消费 | 5.83% | -0.71% | -0.33% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.32% | -0.76% | -0.95% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.40% | +0.53% | -0.87% | |
| 8 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 3.17% | -0.55% | -0.13% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.91% | +0.14% | -0.82% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 2.70% | -0.25% | -0.10% | |
| 11 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.68% | -0.08% | -0.56% | |
| 12 | ADBE | Adobe Inc | 股票-科技 | 2.65% | -0.38% | +0.01% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 2.41% | +4.32% | -0.32% | |
| 14 | CB | Chubb Limited | 股票-金融 | 2.07% | -0.23% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.05% | +0.30% | -0.09% | |
| 16 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 2.03% | -0.66% | -0.07% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | -0.20% | -0.21% | |
| 18 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.80% | -0.16% | -0.98% | |
| 19 | ILMN | Illumina Inc | 股票-医疗保健 | 1.23% | +0.27% | -0.85% | |
| 20 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.90% | -0.01% | -0.24% | |
| 21 | FIVE | Five Below | 股票-周期性消费 | 0.73% | — | -1.89% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.73% | -0.04% | -0.62% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | -0.09% | -2.13% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.65% | -0.13% | -0.36% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.63% | +1.82% | +0.97% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.27% | -0.06% | -2.46% | |
| 27 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.23% | — | -17.74% | |
| 28 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.20% | -0.02% | -39.43% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.18% | +0.01% | -42.02% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.14% | -0.02% | -0.69% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.13% | -0.01% | -8.78% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | -0.02% | -1.09% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.12% | -0.01% | -6.76% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.09% | +0.04% | -4.39% | |
| 35 | DE | Deere & Co | 股票-工业 | 0.09% | — | -0.98% | |
| 36 | NUE | Nucor CORP | 股票-原材料 | 0.08% | +0.02% | -3.19% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.07% | -0.01% | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.05% | -0.06% | EXIT | |
| 39 | AEP | American Electric Power | 股票-公用事业 | 0.04% | -0.06% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | +2.1% | NEW | 新建仓 |
| 2 | MELI | Mercadolibre Inc | +1% | -0.33% | 减仓 |
| 3 | AAPL | Apple Inc | +0.8% | -2.79% | 减仓 |
| 4 | ISRG | Intuitive Surgical Inc | +0.5% | -0.53% | 减仓 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | -0.95% | 减仓 |
| 6 | NOW | Servicenow Inc | +0.2% | -0.10% | 减仓 |
| 7 | ILMN | Illumina Inc | +0.2% | -0.85% | 减仓 |
| 8 | SBUX | Starbucks CORP | +0.2% | -0.24% | 减仓 |
| 9 | HD | Home Depot Inc | +0.1% | -0.62% | 减仓 |
| 10 | NEE | Nextera Energy Inc | +0.1% | -0.36% | 减仓 |
| 11 | AEP | American Electric Power | 0% | NEW | 新建仓 |
| 12 | BKNG | Booking Holdings Inc | 0% | -0.98% | 减仓 |
| 13 | ORCL | Oracle CORP | 0% | — | 不变 |
| 14 | ABT | Abbott Laboratories | 0% | -0.69% | 减仓 |
| 15 | JNJ | Johnson & Johnson | 0% | -1.09% | 减仓 |
| 16 | CAT | Caterpillar Inc | 0% | -4.39% | 减仓 |
| 17 | DE | Deere & Co | 0% | -0.98% | 减仓 |
| 18 | COST | Costco Wholesale CORP | — | -2.46% | 减仓 |
| 19 | PANW | Palo Alto Networks Inc | 0% | +0.97% | 加仓 |
| 20 | NUE | Nucor CORP | 0% | -3.19% | 减仓 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -8.78% | 减仓 |
| 22 | V | Visa Inc-class A Shares | 0% | -13.87% | 减仓 |
| 23 | SMMT | Summit Therapeutics Inc | 0% | EXIT | 清仓 |
| 24 | MRK | Merck & Co. Inc. | 0% | -6.76% | 减仓 |
| 25 | ULTA | Ulta Beauty Inc | -0.1% | -0.07% | 减仓 |
| 26 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -17.74% | 减仓 |
| 27 | DIS | Walt Disney Co/the | -0.1% | -2.13% | 减仓 |
| 28 | AMD | Advanced Micro Devices | -0.1% | -0.32% | 减仓 |
| 29 | BA | Boeing Co/the | -0.1% | EXIT | 清仓 |
| 30 | GILD | Gilead Sciences Inc | -0.1% | -39.43% | 减仓 |
| 31 | ABBV | Abbvie Inc | -0.1% | -42.02% | 减仓 |
| 32 | PAYX | Paychex Inc | -0.1% | EXIT | 清仓 |
| 33 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -0.56% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.1% | -0.21% | 减仓 |
| 35 | BMY | Bristol-myers Squibb Co | -0.2% | EXIT | 清仓 |
| 36 | FIVE | Five Below | -0.2% | -1.89% | 减仓 |
| 37 | LLY | Eli Lilly & Co | -0.2% | -0.87% | 减仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.09% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.3% | +0.01% | 加仓 |
| 40 | GOOG | Alphabet Inc-cl C | -0.4% | -0.82% | 减仓 |
| 41 | AMZN | Amazon.com Inc | -0.4% | -0.16% | 减仓 |
| 42 | LULU | Lululemon Athletica Inc | -0.5% | -0.13% | 减仓 |
| 43 | NVDA | Nvidia CORP | -2.1% | -6.46% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bender Robert & Associates 在 Q3 2024 季度的美股持仓总市值约为 US$4.8亿，共申报了 39 个公开持股仓位。
在 Q3 2024 季度，Bender Robert & Associates 按市值排列的前三大核心持股分别为：AAPL (20.1%)、NVDA (17.1%)、ISRG (8.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 20.1% 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
CB
市值: US$973.3万
本季最大获利了结 / 清仓标的
BMY
前期市值: US$100.9万
在 Q3 2024 季度中，Bender Robert & Associates 共进行了 42 项持仓异动，包含新建仓 2 个仓位、加仓 2 个仓位、减仓 34 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 CB。 本季清仓仓位包含 BMY。
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。