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: 0001632118
申报总市值
US$2.3亿
US$2.3亿
35 檔
54.5%
在 Q3 2024 申报期间，Bontempo Ohly Capital Mgmt LLC（CIK: 0001632118）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.3亿，共持有 35 个公开申报仓位。
在 Q3 2024，Bontempo Ohly Capital Mgmt LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 22 个既有持股进行加仓（合计增持 23 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Bontempo Ohly Capital Mgmt LLC 的前 5 大核心持股（包含 IVV, EFA, GRMN 等）合计占整体申报市值的 54.5%，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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 26.78% | +2.03% | +0.85% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 24.28% | +0.26% | +1.36% | |
| 3 | GRMN | Garmin Ltd. | 股票-科技 | 2.64% | — | -0.33% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工业 | 2.33% | — | -0.09% | |
| 5 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.32% | -0.23% | +0.39% | |
| 6 | TXN | Texas Instruments Inc | 股票-科技 | 2.28% | +1.00% | -0.03% | |
| 7 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.24% | +0.02% | +0.84% | |
| 8 | FAST | Fastenal Co | 股票-工业 | 2.17% | -0.05% | +0.53% | |
| 9 | GD | General Dynamics CORP | 股票-工业 | 2.16% | -0.06% | +0.19% | |
| 10 | CLX | Clorox Company | 股票-非周期性消费 | 2.12% | — | +0.43% | |
| 11 | GIS | General Mills Inc | 股票-非周期性消费 | 2.11% | -0.21% | +0.56% | |
| 12 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.08% | -0.57% | +1.26% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 2.07% | — | -1.03% | |
| 14 | PAYX | Paychex Inc | 股票-科技 | 2.07% | +0.02% | +0.66% | |
| 15 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.06% | -0.14% | +0.87% | |
| 16 | TGT | Target CORP | 股票-周期性消费 | 2.03% | -0.02% | +0.51% | |
| 17 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 1.99% | — | -0.17% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.95% | — | +2.66% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.86% | — | +1.18% | |
| 20 | DOW | Dow Inc | 股票-原材料 | 1.85% | — | +1.99% | |
| 21 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 1.82% | — | +0.57% | |
| 22 | MMM | 3m Co | 股票-工业 | 1.51% | — | +2.32% | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.48% | — | +2.54% | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 1.24% | -0.04% | +5.23% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | -0.04% | +6.49% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.44% | +6.70% | |
| 27 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.68% | — | +0.18% | |
| 28 | SD2 | Sandy Spring Bancorp Inc | 股票-其他 | 0.62% | — | — | |
| 29 | SOLV | Solventum CORP | 股票-医疗保健 | 0.18% | — | -0.21% | |
| 30 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.18% | +0.02% | — | |
| 31 | PNC | Pnc Financial Services Group | 股票-金融 | 0.15% | +0.02% | — | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.15% | +0.08% | -17.76% | |
| 33 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.15% | -0.11% | EXIT | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.09% | +0.02% | — | |
| 35 | EGBN | Eagle Bancorp Inc | 股票-其他 | 0.09% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +0.3% | +2.32% | 加仓 |
| 2 | LMT | Lockheed Martin CORP | +0.3% | -0.09% | 减仓 |
| 3 | IBM | Intl Business Machines CORP | +0.3% | -1.03% | 减仓 |
| 4 | LOW | Lowe's Cos Inc | +0.3% | +0.39% | 加仓 |
| 5 | CLX | Clorox Company | +0.2% | +0.43% | 加仓 |
| 6 | GIS | General Mills Inc | +0.1% | +0.56% | 加仓 |
| 7 | APD | Air Products & Chemicals Inc | +0.1% | +0.87% | 加仓 |
| 8 | FAST | Fastenal Co | +0.1% | +0.53% | 加仓 |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +2.66% | 加仓 |
| 10 | SD2 | Sandy Spring Bancorp Inc | +0.1% | — | 不变 |
| 11 | EGBN | Eagle Bancorp Inc | +0.1% | NEW | 新建仓 |
| 12 | KO | Coca-cola Co/the | +0.1% | +0.84% | 加仓 |
| 13 | PAYX | Paychex Inc | +0.1% | +0.66% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +6.49% | 加仓 |
| 15 | SOLV | Solventum CORP | 0% | -0.21% | 减仓 |
| 16 | VZ | Verizon Communications Inc | 0% | +1.26% | 加仓 |
| 17 | PNC | Pnc Financial Services Group | 0% | — | 不变 |
| 18 | BSX | Boston Scientific CORP | — | — | 不变 |
| 19 | CVS | Cvs Health CORP | 0% | +2.54% | 加仓 |
| 20 | AMGN | Amgen Inc | 0% | +5.23% | 加仓 |
| 21 | MRK | Merck & Co. Inc. | 0% | — | 不变 |
| 22 | ADP | Automatic Data Processing | 0% | -17.76% | 减仓 |
| 23 | AMZN | Amazon.com Inc | 0% | — | 不变 |
| 24 | CMCSA | Comcast Corp-class A | 0% | +1.18% | 加仓 |
| 25 | GRMN | Garmin Ltd. | -0.1% | -0.33% | 减仓 |
| 26 | TXN | Texas Instruments Inc | -0.1% | -0.03% | 减仓 |
| 27 | TGT | Target CORP | -0.1% | +0.51% | 加仓 |
| 28 | DOW | Dow Inc | -0.1% | +1.99% | 加仓 |
| 29 | HRL | Hormel Foods CORP | -0.1% | +0.57% | 加仓 |
| 30 | GD | General Dynamics CORP | -0.1% | +0.19% | 加仓 |
| 31 | CVX | Chevron CORP | -0.1% | +6.70% | 加仓 |
| 32 | TSN | Tyson Foods Inc-cl A | -0.1% | -0.17% | 减仓 |
| 33 | EFA | Ishares Msci Eafe ETF | -0.3% | +1.36% | 加仓 |
| 34 | WBA | Walgreens Boots Alliance Inc | -0.3% | +0.18% | 加仓 |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.8% | +0.85% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bontempo Ohly Capital Mgmt LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.3亿，共申报了 35 个公开持股仓位。
在 Q3 2024 季度，Bontempo Ohly Capital Mgmt LLC 按市值排列的前三大核心持股分别为：IVV (26.8%)、EFA (24.3%)、GRMN (2.6%)。其中最大持股仓位 IVV 占据整体投资组合约 26.8% 的权重。
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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
EGBN
市值: US$20.2万
本季最大获利了结 / 清仓标的
GRMN
前期市值: US$537.9万
在 Q3 2024 季度中，Bontempo Ohly Capital Mgmt LLC 共进行了 30 项持仓异动，包含新建仓 1 个仓位、加仓 22 个仓位、减仓 7 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 EGBN。
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。
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