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: 0001790837
申报总市值
US$2.2亿
US$2.2亿
91 檔
19.3%
截至 Q3 2024 季度末，Bull Street Advisors, LLC 的美股持仓估值约为 US$2.2亿，全数申报仓位共有 91 档。
在 Q3 2024，Bull Street Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 37 个仓位并完全清仓 1 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，Bull Street Advisors, LLC 的前 5 大核心持股（包含 AAPL, BSV, TJX 等）合计占整体申报市值的 19.3%，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 | AAPL | Apple Inc | 股票-科技 | 4.22% | +0.42% | -2.12% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.13% | -0.41% | -1.63% | |
| 3 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.95% | +4.17% | -1.94% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.72% | -0.69% | -3.28% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.59% | -0.32% | -0.83% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.10% | -2.44% | |
| 7 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.45% | -0.11% | -0.96% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 3.34% | -0.08% | -0.88% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.33% | -0.44% | -2.73% | |
| 10 | DHR | Danaher CORP | 股票-医疗保健 | 2.70% | -0.17% | -0.30% | |
| 11 | FISV | Fiserv Inc | 股票-其他 | 2.68% | -0.39% | -0.46% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.12% | -0.04% | -0.50% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.10% | -0.15% | -1.60% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.04% | -0.21% | -3.00% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 2.04% | -0.79% | -0.56% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 1.95% | -0.11% | -1.26% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.86% | -0.15% | -2.18% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.82% | -0.20% | -2.75% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.72% | -0.13% | -2.37% | |
| 20 | SYY | Sysco CORP | 股票-非周期性消费 | 1.69% | +0.03% | -0.83% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | +0.08% | -2.54% | |
| 22 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.67% | +0.15% | -0.36% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.66% | -0.10% | -3.19% | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.56% | -0.08% | -1.56% | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.54% | -0.30% | -3.68% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.45% | +0.05% | -0.22% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.36% | -0.08% | -13.86% | |
| 28 | HON | Honeywell International Inc | 股票-工业 | 1.36% | -1.54% | EXIT | |
| 29 | ✓ | 股票-其他 | 1.23% | — | — | ||
| 30 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.48% | +10.85% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.17% | -0.10% | -1.75% | |
| 32 | RSG | Republic Services Inc | 股票-工业 | 1.15% | -0.13% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.08% | +0.01% | -1.64% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 1.05% | -0.14% | -2.05% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.95% | +0.57% | +18.37% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.92% | +0.01% | -2.78% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.84% | -0.17% | -3.13% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | +0.18% | -1.81% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.82% | +0.05% | -1.60% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事业 | 0.81% | -0.01% | -1.05% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | +0.01% | -3.84% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.74% | -0.01% | — | |
| 43 | PFE | Pfizer Inc | 股票-医疗保健 | 0.73% | -0.16% | -2.38% | |
| 44 | CPT | Camden Property Trust | 股票-房地产 | 0.73% | +0.05% | — | |
| 45 | GIS | General Mills Inc | 股票-非周期性消费 | 0.72% | -0.05% | — | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.71% | +0.03% | — | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.70% | -0.16% | -1.75% | |
| 48 | D | Dominion Energy Inc | 股票-公用事业 | 0.69% | +0.08% | -0.53% | |
| 49 | FTV | Fortive CORP | 股票-科技 | 0.66% | -0.03% | -1.29% | |
| 50 | NUE | Nucor CORP | 股票-原材料 | 0.66% | +0.20% | -1.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.4% | -0.88% | 减仓 |
| 2 | FISV | Fiserv Inc | +0.4% | -0.46% | 减仓 |
| 3 | KO | Coca-cola Co/the | +0.2% | -0.96% | 减仓 |
| 4 | CSCO | Cisco Systems Inc | +0.2% | +18.37% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.83% | 减仓 |
| 6 | AAPL | Apple Inc | +0.2% | -2.12% | 减仓 |
| 7 | DHR | Danaher CORP | +0.2% | -0.30% | 减仓 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.50% | 减仓 |
| 9 | AXP | American Express Co | +0.2% | -0.22% | 减仓 |
| 10 | ADP | Automatic Data Processing | +0.1% | -2.37% | 减仓 |
| 11 | RTX | Rtx CORP | +0.1% | -2.05% | 减仓 |
| 12 | MDLZ | Mondelez International Inc-a | +0.1% | -1.56% | 减仓 |
| 13 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 14 | GIS | General Mills Inc | +0.1% | — | 不变 |
| 15 | D | Dominion Energy Inc | +0.1% | -0.53% | 减仓 |
| 16 | SYY | Sysco CORP | +0.1% | -0.83% | 减仓 |
| 17 | DUK | Duke Energy CORP | +0.1% | -1.05% | 减仓 |
| 18 | CARR | Carrier Global CORP | +0.1% | -0.25% | 减仓 |
| 19 | CPT | Camden Property Trust | +0.1% | — | 不变 |
| 20 | AFL | Aflac Inc | +0.1% | — | 不变 |
| 21 | USB | US Bancorp | +0.1% | -2.34% | 减仓 |
| 22 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 23 | VLTO | Veralto CORP | 0% | — | 减仓 |
| 24 | TJX | Tjx Companies Inc | 0% | -1.94% | 减仓 |
| 25 | DEO | Diageo Plc-sponsored Adr | 0% | — | 不变 |
| 26 | ABT | Abbott Laboratories | 0% | -1.75% | 减仓 |
| 27 | AVB | Avalonbay Communities Inc | 0% | — | 不变 |
| 28 | 6D8 | Dupont De Nemours Inc | 0% | -2.57% | 减仓 |
| 29 | CB | Chubb Limited | 0% | -2.47% | 减仓 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 31 | CVX | Chevron CORP | — | +10.85% | 加仓 |
| 32 | RSG | Republic Services Inc | — | — | 不变 |
| 33 | PG | Procter & Gamble Co/the | 0% | -2.18% | 减仓 |
| 34 | PSX | Phillips 66 | -0.1% | -1.62% | 减仓 |
| 35 | NUE | Nucor CORP | -0.1% | -1.10% | 减仓 |
| 36 | SUB | Ishares Short-term National | -0.1% | -9.37% | 减仓 |
| 37 | COST | Costco Wholesale CORP | -0.1% | -2.73% | 减仓 |
| 38 | COP | Conocophillips | -0.1% | -4.24% | 减仓 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | — | 不变 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -1.75% | 减仓 |
| 41 | HON | Honeywell International Inc | -0.1% | -1.69% | 减仓 |
| 42 | BSV | Vanguard Short-term Bond ETF | -0.1% | -1.63% | 减仓 |
| 43 | GOOG | Alphabet Inc-cl C | -0.1% | -1.81% | 减仓 |
| 44 | ELV | Elevance Health Inc | -0.1% | -0.36% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.64% | 减仓 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -1.60% | 减仓 |
| 47 | VGSH | Vanguard Short-term Treasury | -0.2% | -3.28% | 减仓 |
| 48 | TIP | Ishares Tips Bond ETF | -0.2% | -13.86% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.4% | -2.44% | 减仓 |
| 50 | INTC | Intel CORP | -0.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Bull Street Advisors, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 91 个公开持股仓位。
在 Q3 2024 季度，Bull Street Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (4.2%)、BSV (4.1%)、TJX (4.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.2% 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
GE
市值: US$21.8万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$95.9万
在 Q3 2024 季度中，Bull Street Advisors, LLC 共进行了 41 项持仓异动，包含新建仓 1 个仓位、加仓 2 个仓位、减仓 37 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 GE。 本季清仓仓位包含 INTC。
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。