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: 0001308331
申报总市值
US$2.4亿
US$2.4亿
126 檔
22.2%
根据最新整理的 13F 季度数据集，Boit C F David 于 Q4 2024 结束时的管理资产规模为 US$2.4亿。该机构在本季度申报了 126 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Boit C F David 展现出较为审慎的避险与获利了结姿态。本季共减仓 5 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，Boit C F David 的前 5 大核心持股（包含 BRK-B, MSFT, XOM 等）合计占整体申报市值的 22.2%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.21% | -0.17% | -0.32% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.74% | -0.24% | +0.32% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 4.55% | -1.51% | -5.83% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.23% | -0.28% | — | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.78% | +0.27% | +0.33% | |
| 6 | CAT | Caterpillar Inc | 股票-工业 | 3.56% | +1.17% | -8.88% | |
| 7 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.52% | +0.05% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.47% | +0.89% | +1.96% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 3.35% | +0.38% | — | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 3.30% | +0.22% | — | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.99% | -0.06% | — | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 2.95% | -0.06% | — | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.89% | -0.48% | — | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.59% | +0.25% | — | |
| 15 | CB | Chubb Limited | 股票-金融 | 2.25% | -0.02% | — | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.20% | +0.24% | — | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.13% | -0.06% | — | |
| 18 | SYK | Stryker CORP | 股票-医疗保健 | 2.07% | +0.03% | — | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.87% | -0.24% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | +0.10% | — | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.75% | -0.12% | — | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.64% | -0.03% | — | |
| 23 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.55% | -0.01% | — | |
| 24 | INTU | Intuit Inc | 股票-科技 | 1.52% | -0.50% | — | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 1.29% | -0.28% | — | |
| 26 | ADI | Analog Devices Inc | 股票-科技 | 1.28% | +0.31% | — | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 1.02% | -0.03% | — | |
| 28 | PH | Parker Hannifin CORP | 股票-工业 | 0.99% | +0.05% | — | |
| 29 | AMT | American Tower CORP | 股票-房地产 | 0.85% | -0.07% | — | |
| 30 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.83% | +0.02% | -11.65% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.82% | -0.04% | — | |
| 32 | PPG | Ppg Industries Inc | 股票-原材料 | 0.77% | +0.04% | — | |
| 33 | EOG | Eog Resources Inc | 股票-能源 | 0.72% | -0.11% | — | |
| 34 | PCAR | Paccar Inc | 股票-工业 | 0.70% | -0.01% | — | |
| 35 | PFE | Pfizer Inc | 股票-医疗保健 | 0.66% | -0.11% | — | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.65% | +0.03% | — | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.63% | -0.03% | — | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.58% | -0.02% | — | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.55% | — | — | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.52% | -0.01% | — | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.51% | -0.17% | — | |
| 42 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.43% | +0.04% | — | |
| 43 | GWW | Ww Grainger Inc | 股票-工业 | 0.42% | +0.07% | — | |
| 44 | MMM | 3m Co | 股票-工业 | 0.41% | -0.02% | EXIT | |
| 45 | PAYC | Paycom Software Inc | 股票-科技 | 0.41% | -0.01% | — | |
| 46 | GLW | Corning Inc | 股票-科技 | 0.41% | +0.79% | — | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | +0.05% | — | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | +0.03% | — | |
| 49 | LNC | Lincoln National CORP | 股票-金融 | 0.38% | -0.02% | — | |
| 50 | UL | Unilever PLC | 股票-非周期性消费 | 0.37% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | — | 不变 |
| 2 | V | Visa Inc-class A Shares | +0.6% | — | 不变 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.96% | 加仓 |
| 4 | AAPL | Apple Inc | +0.4% | +0.33% | 加仓 |
| 5 | PAYC | Paycom Software Inc | +0.4% | — | 不变 |
| 6 | BAC | Bank Of America CORP | +0.3% | — | 不变 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | — | 不变 |
| 8 | ✓ | Nestle S A Sponsored Adr | +0.2% | NEW | 新建仓 |
| 9 | MA | Mastercard Inc - A | +0.2% | — | 不变 |
| 10 | MSFT | Microsoft CORP | +0.2% | +0.32% | 加仓 |
| 11 | ADP | Automatic Data Processing | +0.2% | — | 不变 |
| 12 | WFC | Wells Fargo & Co | +0.1% | — | 不变 |
| 13 | APP | Applovin Corp-class A | +0.1% | — | 不变 |
| 14 | ✓ | Jardine Matheson Holdings LTD Adr | +0.1% | +288.46% | 加仓 |
| 15 | INTU | Intuit Inc | +0.1% | — | 不变 |
| 16 | AMZN | Amazon.com Inc | +0.1% | — | 不变 |
| 17 | NVDA | Nvidia CORP | +0.1% | — | 不变 |
| 18 | DIS | Walt Disney Co/the | +0.1% | — | 不变 |
| 19 | PCAR | Paccar Inc | +0.1% | — | 不变 |
| 20 | EMR | Emerson Electric Co | 0% | — | 不变 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.32% | 减仓 |
| 22 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 23 | PFE | Pfizer Inc | 0% | — | 不变 |
| 24 | UL | Unilever PLC | 0% | — | 不变 |
| 25 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 26 | EL | Estee Lauder Companies-cl A | 0% | — | 不变 |
| 27 | AMAT | Applied Materials Inc | -0.1% | — | 不变 |
| 28 | VLTO | Veralto CORP | -0.1% | -53.70% | 减仓 |
| 29 | PPG | Ppg Industries Inc | -0.1% | — | 不变 |
| 30 | ADI | Analog Devices Inc | -0.1% | — | 不变 |
| 31 | ADBE | Adobe Inc | -0.1% | — | 不变 |
| 32 | CB | Chubb Limited | -0.1% | — | 不变 |
| 33 | BA | Boeing Co/the | -0.1% | EXIT | 清仓 |
| 34 | MCD | Mcdonald's CORP | -0.1% | — | 不变 |
| 35 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | 不变 |
| 36 | JMHLY | Jardine Matheson Hd-unsp Adr | -0.1% | EXIT | 清仓 |
| 37 | NVS | Novartis Ag-sponsored Adr | -0.1% | — | 不变 |
| 38 | AMGN | Amgen Inc | -0.1% | — | 不变 |
| 39 | QCOM | Qualcomm Inc | -0.1% | — | 不变 |
| 40 | PEP | Pepsico Inc | -0.2% | — | 不变 |
| 41 | DHR | Danaher CORP | -0.2% | — | 不变 |
| 42 | ABBV | Abbvie Inc | -0.2% | — | 不变 |
| 43 | CL | Colgate-palmolive Co | -0.2% | -11.65% | 减仓 |
| 44 | AMT | American Tower CORP | -0.2% | — | 不变 |
| 45 | LMT | Lockheed Martin CORP | -0.3% | — | 不变 |
| 46 | NSRGY | Nestle Sa-spons Adr | -0.3% | EXIT | 清仓 |
| 47 | JNJ | Johnson & Johnson | -0.3% | — | 不变 |
| 48 | MRK | Merck & Co. Inc. | -0.4% | — | 不变 |
| 49 | CAT | Caterpillar Inc | -0.6% | -8.88% | 减仓 |
| 50 | XOM | Exxon Mobil CORP | -0.8% | -5.83% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Boit C F David 在 Q4 2024 季度的美股持仓总市值约为 US$2.4亿，共申报了 126 个公开持股仓位。
在 Q4 2024 季度，Boit C F David 按市值排列的前三大核心持股分别为：BRK-B (7.2%)、MSFT (6.7%)、XOM (4.5%)。其中最大持股仓位 BRK-B 占据整体投资组合约 7.2% 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
NESTLE S A SPONSORED ADR
市值: US$47.9万
本季最大获利了结 / 清仓标的
NSRGY
前期市值: US$58.0万
在 Q4 2024 季度中，Boit C F David 共进行了 13 项持仓异动，包含新建仓 1 个仓位、加仓 4 个仓位、减仓 5 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 NESTLE S A SPONSORED ADR。 本季清仓仓位包含 NSRGY。
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。