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: 0000702007
申报总市值
US$2.7亿
US$2.7亿
907 檔
11.0%
在 Q3 2024 申报期间，Caldwell Sutter Capital, Inc.（CIK: 0000702007）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$2.7亿，共持有 907 个公开申报仓位。
在 Q3 2024，Caldwell Sutter Capital, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 4 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，Caldwell Sutter Capital, Inc. 的前 5 大核心持股（包含 AAPL, MSA, MSFT 等）合计占整体申报市值的 11.0%，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 907 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 | AAPL | Apple Inc | 股票-科技 | 5.24% | +0.28% | -6.14% | |
| 2 | MSA | Msa Safety Inc | 股票-工业 | 2.84% | -0.05% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.06% | -3.50% | |
| 4 | KNTK | Kinetik Holdings Inc | 股票-其他 | 1.83% | -0.18% | -4.14% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | +0.07% | -10.13% | |
| 6 | CAT | Caterpillar Inc | 股票-工业 | 1.71% | +0.85% | -7.42% | |
| 7 | DGICA | Donegal Group Inc-cl A | 股票-其他 | 1.62% | +0.13% | +1.32% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.44% | -0.18% | -15.99% | |
| 9 | PPIH | Perma-pipe International Hol | 股票-其他 | 1.38% | -0.46% | +0.04% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.35% | +0.07% | -0.91% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.33% | -0.36% | -4.43% | |
| 12 | FSUN | Firstsun Capital Bancorp | 股票-其他 | 1.26% | +0.03% | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.21% | +0.04% | -1.46% | |
| 14 | INBK | First Internet Bancorp | 股票-其他 | 1.17% | +0.14% | -0.41% | |
| 15 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 1.13% | -0.38% | — | |
| 16 | NEN | New England Realty Assoc-lp | 股票-其他 | 1.13% | -0.07% | — | |
| 17 | NAII | Natural Alternatives Intl | 股票-其他 | 1.11% | -0.08% | +0.56% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | +0.14% | +23.92% | |
| 19 | PFE | Pfizer Inc | 股票-医疗保健 | 1.00% | -0.24% | -0.74% | |
| 20 | GOLD | Gold.com Inc | 股票-其他 | 0.95% | -0.03% | — | |
| 21 | AXP | American Express Co | 股票-金融 | 0.94% | -0.17% | -0.11% | |
| 22 | PKBK | Parke Bancorp Inc | 股票-其他 | 0.93% | +0.09% | — | |
| 23 | BCML | Baycom CORP | 股票-其他 | 0.93% | +0.02% | +3.45% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.20% | -1.40% | |
| 25 | BANR | Banner Corporation | 股票-其他 | 0.91% | -0.05% | -2.37% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.91% | +0.07% | -8.78% | |
| 27 | SSBI | Summit State Bank | 股票-其他 | 0.90% | -0.10% | +13.01% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | -0.04% | -4.45% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.96% | EXIT | |
| 30 | UMH | Umh Properties Inc | 股票-其他 | 0.85% | -0.02% | +0.77% | |
| 31 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.84% | -0.08% | -0.82% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.83% | +0.03% | — | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.81% | -0.13% | -0.26% | |
| 34 | MCI | Barings Corporate Investors | 股票-其他 | 0.79% | -0.03% | — | |
| 35 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 0.76% | +0.09% | — | |
| 36 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.76% | +0.17% | — | |
| 37 | AXR | Amrep CORP | 股票-其他 | 0.73% | -0.10% | -2.41% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.71% | +0.04% | +0.03% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.70% | +0.30% | -0.41% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.68% | — | -1.41% | |
| 41 | CWBC | Community West Bancshares | 股票-其他 | 0.67% | +0.10% | — | |
| 42 | BSM | Black Stone Minerals LP | 股票-其他 | 0.65% | -0.05% | +1.31% | |
| 43 | ARL | American Realty Investors In | 股票-其他 | 0.64% | +0.14% | -2.36% | |
| 44 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 0.62% | +0.06% | — | |
| 45 | CSW | Csw Industrials Inc | 股票-工业 | 0.60% | -0.01% | -58.01% | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.56% | -0.02% | +2.64% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | +0.02% | -4.91% | |
| 48 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.53% | -0.05% | — | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.52% | -0.11% | +1.95% | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.51% | +0.04% | -3.50% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FSUN | Firstsun Capital Bancorp | +1.3% | NEW | 新建仓 |
| 2 | PPIH | Perma-pipe International Hol | +0.4% | +0.04% | 加仓 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +23.92% | 加仓 |
| 4 | KVUE | Kenvue Inc | +0.2% | +2058.50% | 加仓 |
| 5 | AXR | Amrep CORP | +0.2% | -2.41% | 减仓 |
| 6 | HSY | Hershey Co/the | +0.2% | +285.67% | 加仓 |
| 7 | MOD | Modine Manufacturing Co | +0.2% | — | 不变 |
| 8 | GOLD | Gold.com Inc | +0.2% | — | 不变 |
| 9 | INBK | First Internet Bancorp | +0.2% | -0.41% | 减仓 |
| 10 | DGICA | Donegal Group Inc-cl A | +0.1% | +1.32% | 加仓 |
| 11 | UMH | Umh Properties Inc | +0.1% | +0.77% | 加仓 |
| 12 | CLMT | Calumet Inc | +0.1% | NEW | 新建仓 |
| 13 | BCML | Baycom CORP | +0.1% | +3.45% | 加仓 |
| 14 | PKBK | Parke Bancorp Inc | +0.1% | — | 不变 |
| 15 | MCHB | Mechanics Bancorp-a | +0.1% | -0.83% | 减仓 |
| 16 | AXP | American Express Co | +0.1% | -0.11% | 减仓 |
| 17 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 18 | BANR | Banner Corporation | +0.1% | -2.37% | 减仓 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | -8.78% | 减仓 |
| 20 | WLY | Wiley (john) & Sons-class A | +0.1% | — | 不变 |
| 21 | ITIC | Investors Title Co | +0.1% | — | 不变 |
| 22 | ✓ | Manitex Intl Inc | +0.1% | — | 不变 |
| 23 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 24 | ARL | American Realty Investors In | +0.1% | -2.36% | 减仓 |
| 25 | NEN | New England Realty Assoc-lp | +0.1% | — | 不变 |
| 26 | HD | Home Depot Inc | +0.1% | -1.41% | 减仓 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | -2.71% | 减仓 |
| 28 | CAT | Caterpillar Inc | 0% | -7.42% | 减仓 |
| 29 | VIG | Vanguard Dividend Apprec ETF | 0% | -1.46% | 减仓 |
| 30 | KNTK | Kinetik Holdings Inc | 0% | -4.14% | 减仓 |
| 31 | GS | Goldman Sachs Group Inc | -0.1% | -83.86% | 减仓 |
| 32 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清仓 |
| 33 | QCOM | Qualcomm Inc | -0.1% | -4.42% | 减仓 |
| 34 | CL | Colgate-palmolive Co | -0.1% | EXIT | 清仓 |
| 35 | BA | Boeing Co/the | -0.1% | -3.66% | 减仓 |
| 36 | AAPL | Apple Inc | -0.1% | -6.14% | 减仓 |
| 37 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 38 | DG | Dollar General CORP | -0.1% | -4.32% | 减仓 |
| 39 | INTG | Intergroup CORP | -0.1% | -2.93% | 减仓 |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -17.27% | 减仓 |
| 41 | NVDA | Nvidia CORP | -0.2% | -35.72% | 减仓 |
| 42 | V | Visa Inc-class A Shares | -0.2% | -10.13% | 减仓 |
| 43 | CVX | Chevron CORP | -0.2% | -4.43% | 减仓 |
| 44 | INTC | Intel CORP | -0.3% | -50.20% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.3% | -3.50% | 减仓 |
| 46 | COST | Costco Wholesale CORP | -0.3% | -15.99% | 减仓 |
| 47 | MSA | Msa Safety Inc | -0.4% | — | 不变 |
| 48 | ✓ | -0.5% | -1.04% | 减仓 | |
| 49 | NWLIEUR | National Western Life Grou-a | -0.5% | EXIT | 清仓 |
| 50 | CSW | Csw Industrials Inc | -0.5% | -58.01% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Caldwell Sutter Capital, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$2.7亿，共申报了 907 个公开持股仓位。
在 Q3 2024 季度，Caldwell Sutter Capital, Inc. 按市值排列的前三大核心持股分别为：AAPL (5.2%)、MSA (2.8%)、MSFT (1.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
FSUN
市值: US$271.2万
本季最大获利了结 / 清仓标的
NWLIEUR
前期市值: US$96.1万
在 Q3 2024 季度中，Caldwell Sutter Capital, Inc. 共进行了 42 项持仓异动，包含新建仓 4 个仓位、加仓 7 个仓位、减仓 27 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 FSUN。 本季清仓仓位包含 NWLIEUR。
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。