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: 0001101250
申报总市值
US$4.0亿
US$4.0亿
226 檔
21.1%
在 Q4 2024 的 13F 官方备案中，Burke & Herbert Bank & Trust Co 管理的美股投资组合规模来到 US$4.0亿，整体持股档数为 226 档。
在 Q4 2024，Burke & Herbert Bank & Trust Co 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 6 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，Burke & Herbert Bank & Trust Co 的前 5 大核心持股（包含 SPY, MSFT, AAPL 等）合计占整体申报市值的 21.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 226 只）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.59% | +0.23% | +1.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.62% | -0.51% | -0.66% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.91% | +0.07% | -0.33% | |
| 4 | BHRB | Burke & Herbert Financial Se | 股票-其他 | 3.78% | +0.06% | -2.48% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.30% | +0.16% | +0.70% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.02% | +0.08% | +0.57% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.02% | +0.22% | -0.27% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.95% | -0.64% | -0.19% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.95% | -0.13% | -0.47% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.88% | +0.05% | +1.93% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.77% | -0.25% | -0.27% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.75% | +0.23% | -1.03% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.59% | +0.29% | +0.10% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.42% | -0.10% | -2.68% | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.39% | -0.10% | -0.25% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.38% | +0.20% | +3.89% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.31% | -0.12% | -0.38% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 1.22% | -0.05% | -0.70% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | +0.11% | +0.63% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | -0.11% | -0.83% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.99% | -0.30% | -0.34% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.94% | +0.01% | +3.07% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.90% | +0.13% | +3.94% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.11% | +0.18% | |
| 25 | NSC | Norfolk Southern CORP | 股票-工业 | 0.88% | -0.02% | -0.16% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.87% | -0.12% | — | |
| 27 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.86% | -0.10% | -0.01% | |
| 28 | CSX | Csx CORP | 股票-工业 | 0.85% | +0.03% | -1.19% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.84% | -0.18% | -0.81% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.83% | -0.05% | +1.69% | |
| 31 | WM | Waste Management Inc | 股票-工业 | 0.79% | -0.05% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.37% | -0.38% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.72% | +0.02% | -1.40% | |
| 34 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.68% | -0.06% | -1.73% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | -0.01% | +4.78% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.66% | +0.13% | +2.14% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.28% | -1.45% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.65% | -0.06% | +0.20% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.07% | -0.20% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.63% | -0.08% | -4.24% | |
| 41 | FISV | Fiserv Inc | 股票-其他 | 0.63% | — | — | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.59% | -0.04% | -0.36% | |
| 43 | EMR | Emerson Electric Co | 股票-工业 | 0.58% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | -0.02% | — | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.56% | -0.05% | -1.36% | |
| 46 | PAVE | Global X US Infrastructure | ETF-其他 | 0.56% | +0.02% | -0.63% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.56% | +0.02% | -0.06% | |
| 48 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.55% | -0.16% | -0.53% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.54% | +0.01% | — | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.54% | -0.06% | -0.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | -0.33% | 减仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +1.42% | 加仓 |
| 3 | BLK | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.89% | 加仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.1% | -0.83% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.18% | 加仓 |
| 7 | WMT | Walmart Inc | +0.1% | -0.34% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | -1.73% | 减仓 |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.94% | 加仓 |
| 10 | FISV | Fiserv Inc | +0.1% | — | 不变 |
| 11 | COF | Capital One Financial CORP | +0.1% | +3.32% | 加仓 |
| 12 | WFC | Wells Fargo & Co | +0.1% | -0.25% | 减仓 |
| 13 | EMR | Emerson Electric Co | +0.1% | — | 不变 |
| 14 | DIS | Walt Disney Co/the | +0.1% | -4.24% | 减仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -1.45% | 减仓 |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建仓 |
| 17 | CCJ | Cameco CORP | +0.1% | NEW | 新建仓 |
| 18 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.27% | 减仓 |
| 19 | MSFT | Microsoft CORP | 0% | -0.66% | 减仓 |
| 20 | PG | Procter & Gamble Co/the | 0% | -0.47% | 减仓 |
| 21 | HD | Home Depot Inc | 0% | -0.70% | 减仓 |
| 22 | VEU | Vanguard Ftse All-world Ex-u | 0% | -1.62% | 减仓 |
| 23 | NSC | Norfolk Southern CORP | 0% | -0.16% | 减仓 |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +0.14% | 加仓 |
| 25 | INTC | Intel CORP | 0% | -4.54% | 减仓 |
| 26 | UBER | Uber Technologies Inc | -0.1% | — | 不变 |
| 27 | LOW | Lowe's Cos Inc | -0.1% | -0.53% | 减仓 |
| 28 | COM | Direxion Auspice Brd Cmdty | -0.1% | -40.24% | 减仓 |
| 29 | XLB | Ss Materials Select Sector | -0.1% | EXIT | 清仓 |
| 30 | IDV | Ishares International Select | -0.1% | EXIT | 清仓 |
| 31 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | 清仓 |
| 32 | VZ | Verizon Communications Inc | -0.1% | -3.42% | 减仓 |
| 33 | CSX | Csx CORP | -0.1% | -1.19% | 减仓 |
| 34 | NEE | Nextera Energy Inc | -0.1% | — | 不变 |
| 35 | ELV | Elevance Health Inc | -0.1% | -1.20% | 减仓 |
| 36 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | 清仓 |
| 37 | CARR | Carrier Global CORP | -0.1% | -45.43% | 减仓 |
| 38 | MRK | Merck & Co. Inc. | -0.1% | -0.44% | 减仓 |
| 39 | CVS | Cvs Health CORP | -0.1% | EXIT | 清仓 |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.1% | -2.68% | 减仓 |
| 41 | ABBV | Abbvie Inc | -0.1% | — | 不变 |
| 42 | DOW | Dow Inc | -0.1% | -48.26% | 减仓 |
| 43 | PEP | Pepsico Inc | -0.1% | -0.81% | 减仓 |
| 44 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.93% | 加仓 |
| 45 | CI | THE Cigna Group | -0.1% | -10.80% | 减仓 |
| 46 | XOM | Exxon Mobil CORP | -0.1% | -0.19% | 减仓 |
| 47 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清仓 |
| 48 | JNJ | Johnson & Johnson | -0.2% | -0.27% | 减仓 |
| 49 | KO | Coca-cola Co/the | -0.2% | -0.25% | 减仓 |
| 50 | LLY | Eli Lilly & Co | -0.2% | -1.03% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Burke & Herbert Bank & Trust Co 在 Q4 2024 季度的美股持仓总市值约为 US$4.0亿，共申报了 226 个公开持股仓位。
在 Q4 2024 季度，Burke & Herbert Bank & Trust Co 按市值排列的前三大核心持股分别为：SPY (5.6%)、MSFT (4.6%)、AAPL (3.9%)。其中最大持股仓位 SPY 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
BLK
市值: US$71.3万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$66.7万
在 Q4 2024 季度中，Burke & Herbert Bank & Trust Co 共进行了 45 项持仓异动，包含新建仓 3 个仓位、加仓 7 个仓位、减仓 29 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。