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: 0001799859
申报总市值
US$2.0亿
US$2.0亿
86 檔
33.8%
在 Q2 2024 的 13F 官方备案中，Birch Capital Management, LLC 管理的美股投资组合规模来到 US$2.0亿，整体持股档数为 86 档。
Birch Capital Management, LLC 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 20 档持股的同时，亦同步清仓 3 档并减仓 23 档标的。
在资产配置集中度方面，Birch Capital Management, LLC 的前 5 大核心持股（包含 NVO, AAPL, MSFT 等）合计占整体申报市值的 33.8%，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 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 10.48% | +0.80% | -1.71% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.89% | +0.27% | +0.00% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.26% | -0.30% | -0.07% | |
| 4 | GWW | Ww Grainger Inc | 股票-工业 | 6.94% | +1.24% | -0.18% | |
| 5 | AMGN | Amgen Inc | 股票-医疗保健 | 3.43% | -0.06% | -8.79% | |
| 6 | SPGI | S&p Global Inc | 股票-金融 | 3.42% | -0.31% | -7.96% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工业 | 3.13% | +0.58% | +0.64% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.91% | +0.62% | +0.16% | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.82% | -0.11% | -1.16% | |
| 10 | ACN | Accenture plc | 股票-科技 | 2.73% | -0.48% | -2.58% | |
| 11 | RMD | Resmed Inc | 股票-医疗保健 | 2.71% | -0.64% | +3.39% | |
| 12 | COR | Cencora Inc | 股票-医疗保健 | 2.68% | -0.55% | +1.31% | |
| 13 | EPD | Enterprise Products Partners | 股票-能源 | 2.54% | -0.42% | -4.86% | |
| 14 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 2.50% | -0.40% | -0.97% | |
| 15 | ICE | Intercontinental Exchange In | 股票-金融 | 2.37% | -0.51% | -3.26% | |
| 16 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.12% | +0.01% | +0.44% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.87% | +0.08% | -0.04% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.74% | +1.05% | +18.37% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.66% | -0.20% | +3.14% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.65% | +1.02% | -0.64% | |
| 21 | FDS | Factset Research Systems Inc | 股票-金融 | 1.50% | +0.87% | +4.19% | |
| 22 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.42% | -0.21% | +1.33% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | -0.19% | -9.51% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.29% | +0.01% | -20.32% | |
| 25 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.28% | -0.18% | +43.49% | |
| 26 | DG | Dollar General CORP | 股票-非周期性消费 | 1.27% | — | +13.50% | |
| 27 | G | Genpact Limited | 股票-科技 | 1.26% | -1.00% | +104.02% | |
| 28 | ITW | Illinois Tool Works | 股票-工业 | 1.18% | -0.12% | +1.31% | |
| 29 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.17% | -0.12% | -6.01% | |
| 30 | CAH | Cardinal Health Inc | 股票-医疗保健 | 1.14% | — | +14.64% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.07% | +0.01% | -15.62% | |
| 32 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.03% | -0.54% | +1.53% | |
| 33 | CPAY | Corpay Inc | 股票-科技 | 0.99% | -0.31% | +13.16% | |
| 34 | WSO | Watsco Inc | 股票-工业 | 0.97% | +0.24% | -0.35% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.95% | -0.01% | — | |
| 36 | FDX | Fedex CORP | 股票-工业 | 0.82% | -1.66% | +4.87% | |
| 37 | MPLX | Mplx LP | 股票-能源 | 0.68% | -0.09% | +85.67% | |
| 38 | OKE | Oneok Inc | 股票-能源 | 0.65% | -0.08% | +19.22% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.14% | +904.99% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | +0.04% | +20.94% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.46% | -0.04% | +35.86% | |
| 42 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.45% | -0.04% | EXIT | |
| 43 | PAYX | Paychex Inc | 股票-科技 | 0.44% | -0.04% | EXIT | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.06% | -20.25% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.41% | -0.03% | -9.91% | |
| 46 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.41% | +0.02% | -20.38% | |
| 47 | SNA | Snap-on Inc | 股票-工业 | 0.37% | +0.10% | +27.52% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.33% | +0.07% | -4.35% | |
| 49 | AM | Antero Midstream CORP | 股票-能源 | 0.28% | -0.05% | — | |
| 50 | WMB | Williams Cos Inc | 股票-能源 | 0.26% | -0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | +0.00% | 加仓 |
| 2 | NVO | Novo-nordisk A/s-spons Adr | +0.9% | -1.71% | 减仓 |
| 3 | G | Genpact Limited | +0.6% | +104.02% | 加仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +18.37% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | +0.16% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.4% | -0.07% | 减仓 |
| 7 | MPLX | Mplx LP | +0.3% | +85.67% | 加仓 |
| 8 | AM | Antero Midstream CORP | +0.3% | NEW | 新建仓 |
| 9 | GPC | Genuine Parts Co | +0.3% | +43.49% | 加仓 |
| 10 | WMB | Williams Cos Inc | +0.3% | NEW | 新建仓 |
| 11 | CQP | Cheniere Energy Partners LP | +0.2% | NEW | 新建仓 |
| 12 | NVDA | Nvidia CORP | +0.2% | +904.99% | 加仓 |
| 13 | MLPX | Global X Mlp & Energy Infras | +0.1% | +35.86% | 加仓 |
| 14 | OKE | Oneok Inc | +0.1% | +19.22% | 加仓 |
| 15 | INFY | Infosys Ltd-sp Adr | +0.1% | -0.97% | 减仓 |
| 16 | FDX | Fedex CORP | +0.1% | +4.87% | 加仓 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +20.94% | 加仓 |
| 18 | WSO | Watsco Inc | +0.1% | -0.35% | 减仓 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | -0.04% | 减仓 |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | -4.35% | 减仓 |
| 21 | DG | Dollar General CORP | 0% | +13.50% | 加仓 |
| 22 | ORCL | Oracle CORP | -0.1% | -20.25% | 减仓 |
| 23 | CTSH | Cognizant Tech Solutions-a | -0.1% | +1.53% | 加仓 |
| 24 | ABBV | Abbvie Inc | -0.1% | — | 不变 |
| 25 | PEP | Pepsico Inc | -0.1% | -9.91% | 减仓 |
| 26 | FISV | Fiserv Inc | -0.1% | +3.14% | 加仓 |
| 27 | BDX | Becton Dickinson And Co | -0.1% | +1.33% | 加仓 |
| 28 | CSCO | Cisco Systems Inc | -0.1% | -0.64% | 减仓 |
| 29 | ICE | Intercontinental Exchange In | -0.1% | -3.26% | 减仓 |
| 30 | OMC | Omnicom Group | -0.1% | -39.62% | 减仓 |
| 31 | FDS | Factset Research Systems Inc | -0.1% | +4.19% | 加仓 |
| 32 | SPGI | S&p Global Inc | -0.1% | -7.96% | 减仓 |
| 33 | EPD | Enterprise Products Partners | -0.1% | -4.86% | 减仓 |
| 34 | ITW | Illinois Tool Works | -0.1% | +1.31% | 加仓 |
| 35 | TROW | T Rowe Price Group Inc | -0.2% | -6.01% | 减仓 |
| 36 | CNI | Canadian Natl Railway Co | -0.2% | -20.38% | 减仓 |
| 37 | COR | Cencora Inc | -0.2% | +1.31% | 加仓 |
| 38 | TRP | Tc Energy CORP | -0.2% | EXIT | 清仓 |
| 39 | JPST | Jpmorgan Ultra-short Income | -0.2% | -15.62% | 减仓 |
| 40 | UPS | United Parcel Service-cl B | -0.2% | +0.64% | 加仓 |
| 41 | DFSEUR | Discover Financial Services | -0.3% | -51.56% | 减仓 |
| 42 | JNJ | Johnson & Johnson | -0.3% | -9.51% | 减仓 |
| 43 | NKE | Nike Inc -cl B | -0.3% | -21.25% | 减仓 |
| 44 | ENB | Enbridge Inc | -0.3% | EXIT | 清仓 |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -72.72% | 减仓 |
| 46 | MINT | Pimco Enhanced Short Maturit | -0.3% | -20.32% | 减仓 |
| 47 | ACN | Accenture plc | -0.5% | -2.58% | 减仓 |
| 48 | ET | Energy Transfer LP | -0.5% | EXIT | 清仓 |
| 49 | CVS | Cvs Health CORP | -0.7% | +0.44% | 加仓 |
| 50 | GWW | Ww Grainger Inc | -0.9% | -0.18% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Birch Capital Management, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$2.0亿，共申报了 86 个公开持股仓位。
在 Q2 2024 季度，Birch Capital Management, LLC 按市值排列的前三大核心持股分别为：NVO (10.5%)、AAPL (7.9%)、MSFT (7.3%)。其中最大持股仓位 NVO 占据整体投资组合约 10.5% 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。
本季最大新建仓标的
AM
市值: US$54.3万
本季最大获利了结 / 清仓标的
ET
前期市值: US$103.9万
在 Q2 2024 季度中，Birch Capital Management, LLC 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 20 个仓位、减仓 23 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 AM。 本季清仓仓位包含 ET。
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。