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: 0001424177
申报总市值
US$24.7亿
US$24.7亿
178 檔
21.7%
在 Q3 2024 的 13F 官方备案中，Birch Hill Investment Advisors LLC 管理的美股投资组合规模来到 US$24.7亿，整体持股档数为 178 档。
在 Q3 2024，Birch Hill Investment Advisors LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 0 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，Birch Hill Investment Advisors LLC 的前 5 大核心持股（包含 MSFT, FISV, BRK-B 等）合计占整体申报市值的 21.7%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.62% | -0.38% | -0.23% | |
| 2 | FISV | Fiserv Inc | 股票-其他 | 5.12% | -0.09% | -2.05% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.98% | -0.27% | -0.62% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.89% | +0.15% | -0.54% | |
| 5 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 4.52% | -0.56% | -0.60% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.75% | +0.18% | -0.12% | |
| 7 | ECL | Ecolab Inc | 股票-原材料 | 3.67% | -0.16% | -0.74% | |
| 8 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 3.67% | -0.05% | -1.95% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.63% | +0.35% | -1.97% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.57% | -0.64% | -1.26% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.91% | +0.26% | -1.00% | |
| 12 | INTU | Intuit Inc | 股票-科技 | 2.51% | -0.31% | +0.54% | |
| 13 | ROK | Rockwell Automation Inc | 股票-工业 | 2.50% | +0.69% | -0.33% | |
| 14 | SPGI | S&p Global Inc | 股票-金融 | 2.44% | -0.33% | +0.22% | |
| 15 | KR | Kroger Co | 股票-非周期性消费 | 2.44% | -0.78% | -3.76% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.39% | -0.02% | -0.69% | |
| 17 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.86% | — | +1.26% | |
| 18 | ALC | Alcon Inc. | 股票-医疗保健 | 1.83% | -0.53% | -0.03% | |
| 19 | APH | Amphenol Corp-cl A | 股票-科技 | 1.80% | +1.18% | -1.00% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.80% | +0.20% | -1.41% | |
| 21 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.72% | -0.06% | +4.19% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.67% | -0.25% | -5.91% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.53% | -0.09% | -0.90% | |
| 24 | WTS | Watts Water Technologies-a | 股票-工业 | 1.52% | +0.61% | +7.66% | |
| 25 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.47% | -0.15% | +0.91% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.42% | +0.10% | +10.63% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | -0.15% | -3.32% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.24% | +0.04% | +0.56% | |
| 29 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.23% | -0.03% | -2.67% | |
| 30 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.20% | +0.03% | +0.80% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.01% | -2.42% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.03% | -0.01% | +42.53% | |
| 33 | GWW | Ww Grainger Inc | 股票-工业 | 1.02% | +0.12% | -0.93% | |
| 34 | GNTX | Gentex CORP | 股票-周期性消费 | 0.76% | — | -12.68% | |
| 35 | TT | Trane Technologies plc | 股票-工业 | 0.68% | +0.05% | — | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | +0.01% | -6.49% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | -0.28% | -1.58% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.10% | +2.19% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | -0.03% | -0.47% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | -0.51% | EXIT | |
| 41 | MBLY | Mobileye Global Inc-a | 股票-其他 | 0.38% | — | -48.37% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.37% | — | — | |
| 43 | CSL | Carlisle Cos Inc | 股票-工业 | 0.34% | — | +6.57% | |
| 44 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.33% | -0.01% | — | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.33% | -0.01% | -0.81% | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.33% | -0.05% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.32% | +0.02% | +0.20% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.30% | — | +0.81% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.28% | +0.11% | +1.51% | |
| 50 | HD | Home Depot Inc | 股票-周期性消费 | 0.27% | -0.01% | -0.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +0.7% | -2.05% | 减仓 |
| 2 | IBM | Intl Business Machines CORP | +0.5% | -1.00% | 减仓 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -0.62% | 减仓 |
| 4 | SPGI | S&p Global Inc | +0.3% | +0.22% | 加仓 |
| 5 | AAPL | Apple Inc | +0.3% | -0.12% | 减仓 |
| 6 | WTS | Watts Water Technologies-a | +0.2% | +7.66% | 加仓 |
| 7 | ADBE | Adobe Inc | +0.2% | +42.53% | 加仓 |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +10.63% | 加仓 |
| 9 | KR | Kroger Co | +0.2% | -3.76% | 减仓 |
| 10 | ALC | Alcon Inc. | +0.2% | -0.03% | 减仓 |
| 11 | ECL | Ecolab Inc | +0.1% | -0.74% | 减仓 |
| 12 | MA | Mastercard Inc - A | +0.1% | -0.90% | 减仓 |
| 13 | MRSH | Marsh & Mclennan Cos | +0.1% | -0.60% | 减仓 |
| 14 | LH | Labcorp Holdings Inc | +0.1% | +0.91% | 加仓 |
| 15 | GWW | Ww Grainger Inc | +0.1% | -0.93% | 减仓 |
| 16 | TJX | Tjx Companies Inc | +0.1% | -1.26% | 减仓 |
| 17 | TT | Trane Technologies plc | +0.1% | — | 不变 |
| 18 | MDLZ | Mondelez International Inc-a | +0.1% | -2.67% | 减仓 |
| 19 | ACN | Accenture plc | +0.1% | +2.19% | 加仓 |
| 20 | LECO | Lincoln Electric Holdings | +0.1% | +4.19% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -3.32% | 减仓 |
| 22 | NKE | Nike Inc -cl B | +0.1% | +26.66% | 加仓 |
| 23 | CSL | Carlisle Cos Inc | 0% | +6.57% | 加仓 |
| 24 | ADP | Automatic Data Processing | 0% | — | 不变 |
| 25 | NEE | Nextera Energy Inc | 0% | +1.51% | 加仓 |
| 26 | IJS | Ishares S&p Small-cap 600 Va | 0% | +18.41% | 加仓 |
| 27 | ORCL | Oracle CORP | 0% | -1.04% | 减仓 |
| 28 | KVUE | Kenvue Inc | 0% | +1.33% | 加仓 |
| 29 | APD | Air Products & Chemicals Inc | 0% | +6.47% | 加仓 |
| 30 | BTCGBP | Grayscale Bitcoin Mini Trust | 0% | NEW | 新建仓 |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +0.56% | 加仓 |
| 32 | HD | Home Depot Inc | 0% | -0.52% | 减仓 |
| 33 | RTX | Rtx CORP | 0% | — | 不变 |
| 34 | KO | Coca-cola Co/the | 0% | -0.81% | 减仓 |
| 35 | BBJP | Jpmorgan Betabuilders Japan | 0% | +9.45% | 加仓 |
| 36 | BAC | Bank Of America CORP | -0.1% | -6.49% | 减仓 |
| 37 | CVS | Cvs Health CORP | -0.1% | -36.78% | 减仓 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -16.38% | 减仓 |
| 39 | APH | Amphenol Corp-cl A | -0.1% | -1.00% | 减仓 |
| 40 | ROK | Rockwell Automation Inc | -0.2% | -0.33% | 减仓 |
| 41 | INTU | Intuit Inc | -0.2% | +0.54% | 加仓 |
| 42 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -1.95% | 减仓 |
| 43 | GNTX | Gentex CORP | -0.3% | -12.68% | 减仓 |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | -1.41% | 减仓 |
| 45 | MRK | Merck & Co. Inc. | -0.3% | -0.69% | 减仓 |
| 46 | AMZN | Amazon.com Inc | -0.4% | -0.54% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.4% | -0.23% | 减仓 |
| 48 | EW | Edwards Lifesciences CORP | -0.5% | +0.80% | 加仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.6% | -1.97% | 减仓 |
| 50 | MBLY | Mobileye Global Inc-a | -1.2% | -48.37% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Birch Hill Investment Advisors LLC 在 Q3 2024 季度的美股持仓总市值约为 US$24.7亿，共申报了 178 个公开持股仓位。
在 Q3 2024 季度，Birch Hill Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (5.6%)、FISV (5.1%)、BRK-B (5.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.6% 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
BTCGBP
市值: US$77.4万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$1.2亿
在 Q3 2024 季度中，Birch Hill Investment Advisors LLC 共进行了 47 项持仓异动，包含新建仓 1 个仓位、加仓 17 个仓位、减仓 29 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 BTCGBP。
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。