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
181 檔
22.4%
Q4 2024 季度申报显示，Birch Hill Investment Advisors LLC 披露的美股组合总市值为 US$24.7亿，涵盖 181 个不同之权益投资仓位。
在 Q4 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 3 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 AMZN, MSFT, FISV 等）合计占整体申报市值的 22.4%，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 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.63% | +0.15% | -1.25% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.46% | -0.38% | +0.11% | |
| 3 | FISV | Fiserv Inc | 股票-其他 | 5.45% | -0.09% | -5.88% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.89% | -0.27% | +0.67% | |
| 5 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 4.25% | -0.56% | -0.31% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.04% | +0.35% | -1.50% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.98% | +0.18% | -0.12% | |
| 8 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.61% | -0.64% | -0.71% | |
| 9 | ECL | Ecolab Inc | 股票-原材料 | 3.32% | -0.16% | -0.50% | |
| 10 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 3.24% | -0.05% | +2.77% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.87% | +0.26% | +0.03% | |
| 12 | ROK | Rockwell Automation Inc | 股票-工业 | 2.63% | +0.69% | -0.17% | |
| 13 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 2.54% | +0.03% | +90.34% | |
| 14 | KR | Kroger Co | 股票-非周期性消费 | 2.51% | -0.78% | -2.28% | |
| 15 | INTU | Intuit Inc | 股票-科技 | 2.51% | -0.31% | -0.12% | |
| 16 | SPGI | S&p Global Inc | 股票-金融 | 2.38% | -0.33% | +2.01% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.98% | +0.20% | -2.48% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 1.88% | +1.18% | -1.12% | |
| 19 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.69% | -0.06% | +1.29% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.66% | -0.25% | -2.52% | |
| 21 | ALC | Alcon Inc. | 股票-医疗保健 | 1.61% | -0.53% | +4.78% | |
| 22 | WTS | Watts Water Technologies-a | 股票-工业 | 1.59% | +0.61% | +7.65% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.57% | -0.09% | -2.48% | |
| 24 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.52% | — | -3.47% | |
| 25 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.50% | -0.15% | +0.23% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.42% | +0.10% | +2.42% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.36% | -0.02% | -34.14% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.01% | -1.29% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | -0.15% | -4.19% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.12% | +0.04% | -10.78% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 1.03% | -0.01% | +17.85% | |
| 32 | GWW | Ww Grainger Inc | 股票-工业 | 1.00% | +0.12% | -2.09% | |
| 33 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.95% | -0.03% | -3.58% | |
| 34 | GNTX | Gentex CORP | 股票-周期性消费 | 0.66% | — | -9.02% | |
| 35 | TT | Trane Technologies plc | 股票-工业 | 0.64% | +0.05% | — | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | +0.01% | -22.44% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.55% | -0.28% | -1.68% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.10% | +0.29% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | -0.03% | -0.11% | |
| 40 | MBLY | Mobileye Global Inc-a | 股票-其他 | 0.42% | — | -22.95% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.38% | — | -0.97% | |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.38% | -0.05% | -19.30% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | -0.51% | EXIT | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.33% | +0.02% | +5.20% | |
| 45 | CSL | Carlisle Cos Inc | 股票-工业 | 0.32% | — | +16.76% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.31% | +0.03% | -3.24% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | -0.01% | -1.14% | |
| 48 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.28% | -0.01% | -3.73% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.27% | -0.02% | +1.75% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.27% | — | +0.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EW | Edwards Lifesciences CORP | +1.3% | +90.34% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.7% | -1.25% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.50% | 减仓 |
| 4 | FISV | Fiserv Inc | +0.3% | -5.88% | 减仓 |
| 5 | AAPL | Apple Inc | +0.2% | -0.12% | 减仓 |
| 6 | HAYW | Hayward Holdings Inc | +0.2% | +784.56% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -2.48% | 减仓 |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | 新建仓 |
| 9 | ROK | Rockwell Automation Inc | +0.1% | -0.17% | 减仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -1.29% | 减仓 |
| 11 | KR | Kroger Co | +0.1% | -2.28% | 减仓 |
| 12 | APH | Amphenol Corp-cl A | +0.1% | -1.12% | 减仓 |
| 13 | WTS | Watts Water Technologies-a | +0.1% | +7.65% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.1% | -3.24% | 减仓 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +58.19% | 加仓 |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | -19.30% | 减仓 |
| 17 | CHWY | Chewy Inc - Class A | +0.1% | NEW | 新建仓 |
| 18 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | NEW | 新建仓 |
| 19 | UBER | Uber Technologies Inc | +0.1% | +57.04% | 加仓 |
| 20 | BC | Brunswick CORP | +0.1% | +372.93% | 加仓 |
| 21 | TJX | Tjx Companies Inc | 0% | -0.71% | 减仓 |
| 22 | MA | Mastercard Inc - A | 0% | -2.48% | 减仓 |
| 23 | MBLY | Mobileye Global Inc-a | 0% | -22.95% | 减仓 |
| 24 | ABNB | Airbnb Inc-class A | 0% | NEW | 新建仓 |
| 25 | LH | Labcorp Holdings Inc | 0% | +0.23% | 加仓 |
| 26 | NVDA | Nvidia CORP | 0% | +4.08% | 加仓 |
| 27 | COIN | Coinbase Global Inc -class A | 0% | EXIT | 清仓 |
| 28 | BTCGBP | Grayscale Bitcoin Mini Trust | 0% | EXIT | 清仓 |
| 29 | VYM | Vanguard High Dvd Yield ETF | 0% | EXIT | 清仓 |
| 30 | TT | Trane Technologies plc | 0% | — | 不变 |
| 31 | CL | Colgate-palmolive Co | -0.1% | -3.73% | 减仓 |
| 32 | CVS | Cvs Health CORP | -0.1% | -12.54% | 减仓 |
| 33 | MAS | Masco CORP | -0.1% | -5.59% | 减仓 |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -10.64% | 减仓 |
| 35 | KO | Coca-cola Co/the | -0.1% | -1.14% | 减仓 |
| 36 | SPGI | S&p Global Inc | -0.1% | +2.01% | 加仓 |
| 37 | PEP | Pepsico Inc | -0.1% | -1.68% | 减仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.67% | 加仓 |
| 39 | BAC | Bank Of America CORP | -0.1% | -22.44% | 减仓 |
| 40 | GNTX | Gentex CORP | -0.1% | -9.02% | 减仓 |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.1% | -10.78% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.2% | +0.11% | 加仓 |
| 43 | JNJ | Johnson & Johnson | -0.2% | -4.19% | 减仓 |
| 44 | ALC | Alcon Inc. | -0.2% | +4.78% | 加仓 |
| 45 | MRSH | Marsh & Mclennan Cos | -0.3% | -0.31% | 减仓 |
| 46 | MDLZ | Mondelez International Inc-a | -0.3% | -3.58% | 减仓 |
| 47 | STZ | Constellation Brands Inc-a | -0.3% | -3.47% | 减仓 |
| 48 | ECL | Ecolab Inc | -0.4% | -0.50% | 减仓 |
| 49 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | +2.77% | 加仓 |
| 50 | MRK | Merck & Co. Inc. | -1% | -34.14% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Birch Hill Investment Advisors LLC 在 Q4 2024 季度的美股持仓总市值约为 US$24.7亿，共申报了 181 个公开持股仓位。
在 Q4 2024 季度，Birch Hill Investment Advisors LLC 按市值排列的前三大核心持股分别为：AMZN (5.6%)、MSFT (5.5%)、FISV (5.5%)。其中最大持股仓位 AMZN 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
RSP
市值: US$294.2万
本季最大获利了结 / 清仓标的
COIN
前期市值: US$82.0万
在 Q4 2024 季度中，Birch Hill Investment Advisors LLC 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 13 个仓位、减仓 29 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 RSP。 本季清仓仓位包含 COIN。
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。