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。
CIK: 0000019475
申报总市值
US$4.7亿
US$4.7亿
123 檔
10.7%
截至 Q3 2024 季度末,Chase Investment Counsel CORP 的美股持仓估值约为 US$4.7亿,全数申报仓位共有 123 档。
在 Q3 2024 期间,Chase Investment Counsel CORP 的持仓组合保持高度稳定,未出现显著的大幅增减仓操作,显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面,Chase Investment Counsel CORP 的前 5 大核心持股(包含 NVDA, META, AMZN 等)合计占整体申报市值的 10.7%,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 | NVDA | Nvidia CORP | 股票-科技 | 4.73% | -0.12% | -18.17% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.56% | -0.02% | +8.33% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.95% | +0.05% | -7.20% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | +0.21% | -34.90% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.70% | +2.22% | +2.85% | |
| 6 | TMUS | T-mobile US Inc | 股票-通信服务 | 2.29% | — | +14.48% | |
| 7 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.18% | — | +0.90% | |
| 8 | EBAY | Ebay Inc | 股票-周期性消费 | 2.17% | +0.04% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.12% | — | -29.75% | |
| 10 | HLI | Houlihan Lokey Inc | 股票-金融 | 2.10% | — | +68.73% | |
| 11 | VRT | Vertiv Holdings Co-a | 股票-工业 | 2.06% | +0.13% | -21.31% | |
| 12 | GEN | Gen Digital Inc | 股票-科技 | 2.02% | — | — | |
| 13 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.00% | +0.08% | +67.15% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.91% | -0.03% | +2.67% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | -0.02% | -1.11% | |
| 16 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.86% | — | — | |
| 17 | FLS | Flowserve CORP | 股票-工业 | 1.85% | — | +0.05% | |
| 18 | FIS | Fidelity National Info Serv | 股票-科技 | 1.83% | — | +52.83% | |
| 19 | DVA | Davita Inc | 股票-医疗保健 | 1.81% | — | +56.26% | |
| 20 | HALO | Halozyme Therapeutics Inc | 股票-医疗保健 | 1.78% | -0.01% | +2.48% | |
| 21 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.76% | — | +4.32% | |
| 22 | PFE | Pfizer Inc | 股票-医疗保健 | 1.76% | — | — | |
| 23 | ARES | Ares Management CORP - A | 股票-金融 | 1.75% | — | +2.08% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.74% | -0.27% | +729.69% | |
| 25 | HWM | Howmet Aerospace Inc | 股票-工业 | 1.73% | -0.21% | +2.03% | |
| 26 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.72% | -0.09% | -2.66% | |
| 27 | FFIV | F5 Inc | 股票-科技 | 1.57% | — | — | |
| 28 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.51% | -1.17% | -2.32% | |
| 29 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.44% | — | +1.71% | |
| 30 | GNRC | Generac Holdings Inc | 股票-工业 | 1.43% | — | — | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.40% | — | +2.38% | |
| 32 | PWR | Quanta Services Inc | 股票-工业 | 1.39% | -0.05% | -32.56% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 1.39% | — | — | |
| 34 | SF | Stifel Financial CORP | 股票-金融 | 1.31% | — | +2.64% | |
| 35 | QTWO | Q2 Holdings Inc | 股票-科技 | 1.28% | — | +4.20% | |
| 36 | KEX | Kirby CORP | 股票-工业 | 1.27% | — | -27.99% | |
| 37 | UHS | Universal Health Services-b | 股票-医疗保健 | 1.26% | — | +2.64% | |
| 38 | NMIH | Nmi Holdings Inc | 股票-金融 | 1.25% | — | — | |
| 39 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.15% | — | — | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.09% | — | -14.37% | |
| 41 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 1.09% | — | +0.03% | |
| 42 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.96% | -0.41% | -1.67% | |
| 43 | SE | Sea Ltd-adr | 股票-通信服务 | 0.69% | — | +68.03% | |
| 44 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.62% | -0.08% | +100.00% | |
| 45 | MLI | Mueller Industries Inc | 股票-工业 | 0.59% | -0.15% | — | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.57% | — | -7.27% | |
| 47 | DE | Deere & Co | 股票-工业 | 0.56% | — | +53.85% | |
| 48 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.53% | — | +2.44% | |
| 49 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.53% | -0.03% | +30.77% | |
| 50 | CROX | Crocs Inc | 股票-周期性消费 | 0.53% | -0.13% | — |
根据 SEC 官方 Form 13F 申报备案,Chase Investment Counsel CORP 在 Q3 2024 季度的美股持仓总市值约为 US$4.7亿,共申报了 123 个公开持股仓位。
在 Q3 2024 季度,Chase Investment Counsel CORP 按市值排列的前三大核心持股分别为:NVDA (4.7%)、META (3.6%)、AMZN (3.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.7% 的权重。
在 Q3 2024 季度中,Chase Investment Counsel CORP 的持仓组合维持高度稳定,未出现大规模调仓操作。
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。
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。
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。