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: 0000949012
申报总市值
US$25.5亿
US$25.5亿
288 檔
14.6%
Q2 2024 季度申报显示，Berkshire Asset Management Llc/pa 披露的美股组合总市值为 US$25.5亿，涵盖 288 个不同之权益投资仓位。
在 Q2 2024 期间，Berkshire Asset Management Llc/pa 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，Berkshire Asset Management Llc/pa 的前 5 大核心持股（包含 MSFT, JPM, ABBV 等）合计占整体申报市值的 14.6%，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 288 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 | 4.49% | -0.22% | -9.10% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.23% | +0.08% | +5.25% | |
| 3 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.47% | +0.22% | — | |
| 4 | BAC | Bank Of America CORP | 股票-金融 | 3.25% | +0.18% | +5.25% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 3.15% | -0.93% | +6.11% | |
| 6 | QCOM | Qualcomm Inc | 股票-科技 | 3.04% | +0.53% | +5.29% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.02% | +0.13% | +6.07% | |
| 8 | NUE | Nucor CORP | 股票-原材料 | 2.81% | +0.55% | +5.49% | |
| 9 | WM | Waste Management Inc | 股票-工业 | 2.71% | -0.25% | +4.66% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 2.16% | +1.10% | +4.82% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.14% | -0.01% | +5.15% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工业 | 2.12% | -0.50% | +6.23% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 2.09% | -0.34% | +3.74% | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 2.02% | — | +19.44% | |
| 15 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.02% | -0.11% | +5.68% | |
| 16 | TEL | TE Connectivity plc | 股票-科技 | 1.99% | — | +4.19% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.93% | -0.09% | +7.04% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.90% | -0.13% | +4.12% | |
| 19 | HON | Honeywell International Inc | 股票-工业 | 1.78% | -2.09% | EXIT | |
| 20 | CB | Chubb Limited | 股票-金融 | 1.69% | -0.08% | — | |
| 21 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.69% | -0.21% | +5.90% | |
| 22 | PPL | Ppl CORP | 股票-公用事业 | 1.68% | -0.23% | +7.86% | |
| 23 | NSC | Norfolk Southern CORP | 股票-工业 | 1.68% | +0.01% | +11.84% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.66% | -0.26% | +10.72% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.59% | -0.23% | +6.04% | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 1.59% | +0.15% | +5.56% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.50% | -0.14% | +5.88% | |
| 28 | MTB | M & T Bank CORP | 股票-金融 | 1.48% | +0.12% | +7.34% | |
| 29 | GIS | General Mills Inc | 股票-非周期性消费 | 1.44% | -0.54% | +3.59% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.43% | -0.23% | +6.13% | |
| 31 | DE | Deere & Co | 股票-工业 | 1.35% | +0.07% | +8.16% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.26% | -0.19% | -4.23% | |
| 33 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.24% | -0.22% | +5.99% | |
| 34 | EOG | Eog Resources Inc | 股票-能源 | 1.13% | -0.30% | +8.24% | |
| 35 | PFE | Pfizer Inc | 股票-医疗保健 | 0.98% | -0.03% | +2.18% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.94% | +0.03% | +0.98% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.94% | +0.02% | +1.13% | |
| 38 | WPC | Wp Carey Inc | 股票-房地产 | 0.91% | -0.02% | +1.41% | |
| 39 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.83% | +0.03% | -0.72% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.81% | -0.04% | -2.10% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.80% | +0.09% | +8.83% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.78% | +0.11% | +5.86% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.68% | +0.13% | — | |
| 44 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.66% | -0.28% | — | |
| 45 | COP | Conocophillips | 股票-能源 | 0.62% | -0.16% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.62% | -0.01% | — | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.60% | +0.03% | +0.02% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | +0.15% | +51.10% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.47% | -0.04% | +0.90% | |
| 50 | AMGN | Amgen Inc | 股票-医疗保健 | 0.46% | -0.02% | +0.12% |
根据 SEC 官方 Form 13F 申报备案，Berkshire Asset Management Llc/pa 在 Q2 2024 季度的美股持仓总市值约为 US$25.5亿，共申报了 288 个公开持股仓位。
在 Q2 2024 季度，Berkshire Asset Management Llc/pa 按市值排列的前三大核心持股分别为：MSFT (4.5%)、JPM (4.2%)、ABBV (3.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.5% 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 Q2 2024 季度中，Berkshire Asset Management Llc/pa 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。