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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000940445
申报总市值
US$37.1亿
US$37.1亿
580 檔
14.8%
根据最新整理的 13F 季度数据集，Burney Co/ 于 Q4 2024 结束时的管理资产规模为 US$37.1亿。该机构在本季度申报了 580 档美股持仓，呈现出该时期的主要投资地图。
Burney Co/ 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 15 档持股的同时，亦同步清仓 2 档并减仓 25 档标的。
在资产配置集中度方面，Burney Co/ 的前 5 大核心持股（包含 BRNY, AAPL, VGIT 等）合计占整体申报市值的 14.8%，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 580 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 | BRNY | Burney US Factor Rotation | ETF-其他 | 9.32% | +1.02% | +2.90% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.17% | +0.02% | -1.15% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.11% | -0.14% | +18.19% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.13% | -0.48% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.84% | +0.17% | -0.83% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.58% | -0.51% | +0.06% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.54% | +0.01% | -3.85% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.54% | +0.31% | +6.14% | |
| 9 | TOL | Toll Brothers Inc | 股票-周期性消费 | 1.51% | — | +6.04% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 1.51% | +0.40% | — | |
| 11 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 1.31% | -0.16% | -3.96% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.29% | +0.43% | -1.16% | |
| 13 | MCK | Mckesson CORP | 股票-医疗保健 | 1.25% | -0.55% | -6.45% | |
| 14 | PH | Parker Hannifin CORP | 股票-工业 | 1.24% | -0.44% | -2.47% | |
| 15 | FTNT | Fortinet Inc | 股票-科技 | 1.21% | +0.16% | -2.32% | |
| 16 | DFSEUR | Discover Financial Services | 股票-其他 | 1.15% | — | -1.79% | |
| 17 | FICO | Fair Isaac CORP | 股票-科技 | 1.07% | -0.02% | -1.98% | |
| 18 | COR | Cencora Inc | 股票-医疗保健 | 0.99% | -0.19% | +0.19% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.04% | +376.58% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.91% | +0.10% | +146.35% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | -0.07% | +10.64% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | +0.08% | -4.16% | |
| 23 | AZO | Autozone Inc | 股票-周期性消费 | 0.86% | -0.13% | -15.27% | |
| 24 | CORT | Corcept Therapeutics Inc | 股票-医疗保健 | 0.84% | — | +9.13% | |
| 25 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.82% | -0.16% | -3.17% | |
| 26 | GPI | Group 1 Automotive Inc | 股票-周期性消费 | 0.80% | -0.09% | -5.57% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.80% | -0.02% | +665.60% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.75% | +0.05% | -2.15% | |
| 29 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.73% | — | -23.30% | |
| 30 | DFIC | Dimensional International Co | ETF-其他 | 0.71% | -0.02% | +4.54% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.71% | -0.10% | +16.65% | |
| 32 | TRGP | Targa Resources CORP | 股票-能源 | 0.69% | -0.06% | +0.16% | |
| 33 | NFLX | Netflix Inc | 股票-通信服务 | 0.68% | -0.08% | +25.82% | |
| 34 | UGI | Ugi CORP | 股票-公用事业 | 0.66% | -0.14% | +2.98% | |
| 35 | SYF | Synchrony Financial | 股票-金融 | 0.65% | — | +536.82% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.05% | -2.20% | |
| 37 | DOCU | Docusign Inc | 股票-科技 | 0.64% | -0.10% | +3.81% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.61% | — | +3.52% | |
| 39 | SNPS | Synopsys Inc | 股票-科技 | 0.61% | -0.03% | EXIT | |
| 40 | IRM | Iron Mountain Inc | 股票-房地产 | 0.57% | -0.01% | +0.26% | |
| 41 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 0.56% | — | +4.11% | |
| 42 | BRBR | Bellring Brands Inc | 股票-非周期性消费 | 0.54% | — | +3.95% | |
| 43 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.54% | -0.17% | +1205.30% | |
| 44 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.54% | -0.04% | -18.18% | |
| 45 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.53% | -0.08% | -2.69% | |
| 46 | TT | Trane Technologies plc | 股票-工业 | 0.53% | -0.02% | +115.98% | |
| 47 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.53% | -0.07% | +5.56% | |
| 48 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 0.53% | -0.01% | -33.58% | |
| 49 | COF | Capital One Financial CORP | 股票-金融 | 0.51% | -0.02% | -1.09% | |
| 50 | WAB | Wabtec CORP | 股票-工业 | 0.51% | -0.02% | +3.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.5% | NEW | 新建仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.8% | +376.58% | 加仓 |
| 3 | QCOM | Qualcomm Inc | +0.7% | +665.60% | 加仓 |
| 4 | BRNY | Burney US Factor Rotation | +0.6% | +2.90% | 加仓 |
| 5 | SYF | Synchrony Financial | +0.6% | +536.82% | 加仓 |
| 6 | CRUS | Cirrus Logic Inc | +0.5% | +1205.30% | 加仓 |
| 7 | LRCX | Lam Research CORP | +0.5% | NEW | 新建仓 |
| 8 | EXEL | Exelixis Inc | +0.4% | NEW | 新建仓 |
| 9 | AVGO | Broadcom Inc | +0.3% | -3.85% | 减仓 |
| 10 | TT | Trane Technologies plc | +0.3% | +115.98% | 加仓 |
| 11 | NFLX | Netflix Inc | +0.3% | +25.82% | 加仓 |
| 12 | ACAD | Acadia Pharmaceuticals Inc | +0.3% | NEW | 新建仓 |
| 13 | VGIT | Vanguard Intermediate-term T | +0.2% | +18.19% | 加仓 |
| 14 | MCO | Moody's CORP | +0.2% | NEW | 新建仓 |
| 15 | AAPL | Apple Inc | +0.2% | -1.15% | 减仓 |
| 16 | NVDA | Nvidia CORP | +0.2% | +6.14% | 加仓 |
| 17 | PANW | Palo Alto Networks Inc | +0.2% | +146.35% | 加仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.83% | 减仓 |
| 19 | DOCU | Docusign Inc | +0.2% | +3.81% | 加仓 |
| 20 | RL | Ralph Lauren CORP | +0.2% | NEW | 新建仓 |
| 21 | DFSEUR | Discover Financial Services | +0.2% | -1.79% | 减仓 |
| 22 | FUL | H.b. Fuller Co. | +0.2% | NEW | 新建仓 |
| 23 | FTNT | Fortinet Inc | +0.2% | -2.32% | 减仓 |
| 24 | AMZN | Amazon.com Inc | +0.2% | -1.16% | 减仓 |
| 25 | PSMT | Pricesmart Inc | +0.2% | NEW | 新建仓 |
| 26 | WMT | Walmart Inc | +0.2% | +16.65% | 加仓 |
| 27 | BKR | Baker Hughes Co | +0.2% | +315.05% | 加仓 |
| 28 | UTHR | United Therapeutics CORP | +0.2% | +113.27% | 加仓 |
| 29 | NGVT | Ingevity CORP | -0.2% | -91.58% | 减仓 |
| 30 | BERYEUR | Berry Global Group Inc | -0.2% | -44.78% | 减仓 |
| 31 | VICI | Vici Properties Inc | -0.2% | -40.23% | 减仓 |
| 32 | LLY | Eli Lilly & Co | -0.2% | -4.16% | 减仓 |
| 33 | IPAR | Interparfums Inc | -0.2% | -79.46% | 减仓 |
| 34 | TROW | T Rowe Price Group Inc | -0.2% | -23.30% | 减仓 |
| 35 | DKS | Dick's Sporting Goods Inc | -0.2% | -33.58% | 减仓 |
| 36 | ZS | Zscaler Inc | -0.2% | -92.35% | 减仓 |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -18.18% | 减仓 |
| 38 | LNTH | Lantheus Holdings Inc | -0.2% | -89.19% | 减仓 |
| 39 | APPF | Appfolio Inc - A | -0.2% | -73.16% | 减仓 |
| 40 | TOL | Toll Brothers Inc | -0.3% | +6.04% | 加仓 |
| 41 | RS | Reliance Inc | -0.3% | -34.55% | 减仓 |
| 42 | ALL | Allstate CORP | -0.3% | -56.09% | 减仓 |
| 43 | MTH | Meritage Homes CORP | -0.3% | -79.47% | 减仓 |
| 44 | KLAC | Kla CORP | -0.4% | -51.07% | 减仓 |
| 45 | NBIX | Neurocrine Biosciences Inc | -0.4% | -78.38% | 减仓 |
| 46 | CNC | Centene CORP | -0.4% | -67.23% | 减仓 |
| 47 | PHM | Pultegroup Inc | -0.4% | -36.97% | 减仓 |
| 48 | OC | Owens Corning | -0.5% | -72.37% | 减仓 |
| 49 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清仓 |
| 50 | ANETEUR | Arista Networks Inc | -1.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Burney Co/ 在 Q4 2024 季度的美股持仓总市值约为 US$37.1亿，共申报了 580 个公开持股仓位。
在 Q4 2024 季度，Burney Co/ 按市值排列的前三大核心持股分别为：BRNY (9.3%)、AAPL (4.2%)、VGIT (2.1%)。其中最大持股仓位 BRNY 占据整体投资组合约 9.3% 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
ANET
市值: US$4259.1万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$3814.1万
在 Q4 2024 季度中，Burney Co/ 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 15 个仓位、减仓 25 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。