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
46 檔
47.6%
在 Q4 2024 的 13F 官方备案中，Bender Robert & Associates 管理的美股投资组合规模来到 US$4.8亿，整体持股档数为 46 档。
Bender Robert & Associates 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 13 档持股的同时，亦同步清仓 1 档并减仓 22 档标的。
在资产配置集中度方面，Bender Robert & Associates 的前 5 大核心持股（包含 NVDA, AAPL, ISRG 等）合计占整体申报市值的 47.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 18.41% | -0.50% | -14.20% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 15.86% | -0.50% | -35.34% | |
| 3 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 9.15% | -1.92% | -13.92% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.78% | -0.08% | -13.35% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.09% | -0.76% | -17.82% | |
| 6 | MELI | Mercadolibre Inc | 股票-周期性消费 | 4.95% | -0.71% | -10.01% | |
| 7 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 3.50% | -0.55% | -31.13% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.41% | +0.53% | +1.29% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.27% | +0.14% | -13.18% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 3.00% | -0.25% | -17.77% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.69% | +0.30% | +1.35% | |
| 12 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.65% | -0.08% | +0.63% | |
| 13 | ADBE | Adobe Inc | 股票-科技 | 2.44% | -0.38% | -5.88% | |
| 14 | CB | Chubb Limited | 股票-金融 | 2.26% | -0.23% | +0.50% | |
| 15 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 2.24% | -0.66% | -13.08% | |
| 16 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.17% | -0.16% | -10.28% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.20% | +1.75% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.81% | +4.32% | -10.17% | |
| 19 | ILMN | Illumina Inc | 股票-医疗保健 | 1.15% | +0.27% | -20.10% | |
| 20 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.98% | -0.01% | +2.67% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.87% | -0.09% | +0.61% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.82% | -0.04% | +3.06% | |
| 23 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.80% | +1.82% | +109.78% | |
| 24 | FIVE | Five Below | 股票-周期性消费 | 0.69% | — | -30.84% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.63% | -0.13% | +0.81% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.33% | -0.06% | +3.78% | |
| 27 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.23% | -0.02% | -8.57% | |
| 28 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.19% | — | -12.10% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.18% | +0.01% | -0.74% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | -0.01% | -3.30% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.15% | -0.02% | -2.30% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | -0.02% | +5.09% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.12% | -0.01% | — | |
| 34 | DE | Deere & Co | 股票-工业 | 0.10% | — | -0.30% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.09% | +0.04% | -0.46% | |
| 36 | URGN | UroGen Pharma Ltd. | 股票-其他 | 0.09% | -0.15% | EXIT | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.08% | -0.01% | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.08% | -0.06% | EXIT | |
| 39 | NUE | Nucor CORP | 股票-原材料 | 0.07% | +0.02% | — | |
| 40 | EOLS | Evolus Inc | 股票-其他 | 0.07% | -0.02% | EXIT | |
| 41 | SMMT | Summit Therapeutics Inc | 股票-其他 | 0.05% | — | — | |
| 42 | PAYX | Paychex Inc | 股票-科技 | 0.05% | — | — | |
| 43 | PLSE | Pulse Biosciences Inc | 股票-其他 | 0.05% | -0.06% | EXIT | |
| 44 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.05% | — | — | |
| 45 | BCRX | Biocryst Pharmaceuticals Inc | 股票-其他 | 0.04% | -0.05% | EXIT | |
| 46 | CMRXEUR | Chimerix Inc | 股票-其他 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -14.20% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.9% | -13.35% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.35% | 加仓 |
| 4 | BKNG | Booking Holdings Inc | +0.4% | -10.28% | 减仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -13.18% | 减仓 |
| 6 | ISRG | Intuitive Surgical Inc | +0.3% | -13.92% | 减仓 |
| 7 | LULU | Lululemon Athletica Inc | +0.3% | -31.13% | 减仓 |
| 8 | NOW | Servicenow Inc | +0.3% | -17.77% | 减仓 |
| 9 | MSFT | Microsoft CORP | +0.3% | +1.75% | 加仓 |
| 10 | DIS | Walt Disney Co/the | +0.2% | +0.61% | 加仓 |
| 11 | ULTA | Ulta Beauty Inc | +0.2% | -13.08% | 减仓 |
| 12 | CB | Chubb Limited | +0.2% | +0.50% | 加仓 |
| 13 | PANW | Palo Alto Networks Inc | +0.2% | +109.78% | 加仓 |
| 14 | URGN | UroGen Pharma Ltd. | +0.1% | NEW | 新建仓 |
| 15 | HD | Home Depot Inc | +0.1% | +3.06% | 加仓 |
| 16 | SBUX | Starbucks CORP | +0.1% | +2.67% | 加仓 |
| 17 | EOLS | Evolus Inc | +0.1% | NEW | 新建仓 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +3.78% | 加仓 |
| 19 | SMMT | Summit Therapeutics Inc | +0.1% | NEW | 新建仓 |
| 20 | PAYX | Paychex Inc | +0.1% | NEW | 新建仓 |
| 21 | PLSE | Pulse Biosciences Inc | +0.1% | NEW | 新建仓 |
| 22 | TROW | T Rowe Price Group Inc | +0.1% | NEW | 新建仓 |
| 23 | BCRX | Biocryst Pharmaceuticals Inc | 0% | NEW | 新建仓 |
| 24 | V | Visa Inc-class A Shares | 0% | +12.86% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -3.30% | 减仓 |
| 26 | GILD | Gilead Sciences Inc | 0% | -8.57% | 减仓 |
| 27 | LLY | Eli Lilly & Co | 0% | +1.29% | 加仓 |
| 28 | CMRXEUR | Chimerix Inc | 0% | NEW | 新建仓 |
| 29 | JNJ | Johnson & Johnson | 0% | +5.09% | 加仓 |
| 30 | CAT | Caterpillar Inc | 0% | -0.46% | 减仓 |
| 31 | ABT | Abbott Laboratories | 0% | -2.30% | 减仓 |
| 32 | ORCL | Oracle CORP | 0% | — | 不变 |
| 33 | DE | Deere & Co | 0% | -0.30% | 减仓 |
| 34 | ABBV | Abbvie Inc | — | -0.74% | 减仓 |
| 35 | MRK | Merck & Co. Inc. | — | — | 不变 |
| 36 | NUE | Nucor CORP | 0% | — | 不变 |
| 37 | NEE | Nextera Energy Inc | 0% | +0.81% | 加仓 |
| 38 | VRTX | Vertex Pharmaceuticals Inc | 0% | +0.63% | 加仓 |
| 39 | FIVE | Five Below | 0% | -30.84% | 减仓 |
| 40 | AZNN | Astrazeneca Plc-spons Adr | 0% | -12.10% | 减仓 |
| 41 | AEP | American Electric Power | 0% | EXIT | 清仓 |
| 42 | ILMN | Illumina Inc | -0.1% | -20.10% | 减仓 |
| 43 | ADBE | Adobe Inc | -0.2% | -5.88% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | -0.2% | -17.82% | 减仓 |
| 45 | AMD | Advanced Micro Devices | -0.6% | -10.17% | 减仓 |
| 46 | MELI | Mercadolibre Inc | -0.9% | -10.01% | 减仓 |
| 47 | AAPL | Apple Inc | -4.2% | -35.34% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bender Robert & Associates 在 Q4 2024 季度的美股持仓总市值约为 US$4.8亿，共申报了 46 个公开持股仓位。
在 Q4 2024 季度，Bender Robert & Associates 按市值排列的前三大核心持股分别为：NVDA (18.4%)、AAPL (15.9%)、ISRG (9.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 18.4% 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
URGN
市值: US$37.0万
本季最大获利了结 / 清仓标的
AEP
前期市值: US$21.0万
在 Q4 2024 季度中，Bender Robert & Associates 共进行了 44 项持仓异动，包含新建仓 8 个仓位、加仓 13 个仓位、减仓 22 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 URGN。 本季清仓仓位包含 AEP。
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。