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: 0001585047
申报总市值
US$5.8亿
US$5.8亿
179 檔
29.8%
根据最新整理的 13F 季度数据集，Columbia Asset Management 于 Q3 2024 结束时的管理资产规模为 US$5.8亿。该机构在本季度申报了 179 档美股持仓，呈现出该时期的主要投资地图。
Columbia Asset Management 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 19 档持股的同时，亦同步清仓 1 档并减仓 26 档标的。
在资产配置集中度方面，Columbia Asset Management 的前 5 大核心持股（包含 AAPL, MSFT, ERIE 等）合计占整体申报市值的 29.8%，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 | 9.23% | -0.01% | -1.13% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.34% | -0.56% | -0.29% | |
| 3 | ERIE | Erie Indemnity Company-cl A | 股票-金融 | 7.06% | -0.44% | -0.83% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.16% | -0.01% | -0.86% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.09% | +2.93% | NEW | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.82% | +0.04% | -1.14% | |
| 7 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.66% | -0.09% | -3.43% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.58% | +0.43% | -0.91% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.08% | +0.18% | +838.62% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.64% | -0.27% | -1.28% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.59% | +0.04% | -3.93% | |
| 12 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.58% | +0.03% | -0.81% | |
| 13 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-科技型 | 1.50% | — | -0.58% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.47% | +0.19% | -0.51% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 1.45% | -0.25% | +0.54% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | +0.05% | +3.93% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.40% | +0.05% | +0.59% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.40% | -0.16% | -0.47% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.30% | -0.15% | +0.48% | |
| 20 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.29% | -0.28% | +2.22% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 1.24% | +0.59% | -1.36% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.19% | -0.05% | -2.35% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.15% | +0.19% | -0.38% | |
| 24 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.11% | -0.46% | +1.60% | |
| 25 | TGT | Target CORP | 股票-周期性消费 | 1.10% | -0.07% | +0.77% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 1.06% | -0.14% | -0.56% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.05% | +0.43% | -0.05% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.05% | -0.05% | -0.29% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 1.04% | -0.02% | -0.08% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 1.00% | -0.06% | +6.63% | |
| 31 | DAL | Delta Air Lines Inc | 股票-工业 | 0.98% | — | +3.16% | |
| 32 | PFE | Pfizer Inc | 股票-医疗保健 | 0.97% | -0.24% | -1.17% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.92% | -0.42% | -4.30% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.90% | -0.21% | -3.09% | |
| 35 | MDT | Medtronic plc | 股票-医疗保健 | 0.86% | — | +10.55% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | -0.14% | +4.37% | |
| 37 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.79% | -0.04% | +458.87% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.77% | -0.03% | +3.28% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.75% | -0.20% | -1.66% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | -0.09% | -3.32% | |
| 41 | MMM | 3m Co | 股票-工业 | 0.68% | -0.02% | -1.98% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | +0.07% | +9.17% | |
| 43 | BP | Bp Plc-spons Adr | 股票-能源 | 0.67% | -0.35% | +3.65% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.67% | -0.04% | +2.03% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.58% | +0.09% | -3.22% | |
| 46 | SHEL | Shell Plc-adr | 股票-能源 | 0.56% | -0.18% | -3.17% | |
| 47 | NFLX | Netflix Inc | 股票-通信服务 | 0.56% | -0.17% | +7.41% | |
| 48 | HON | Honeywell International Inc | 股票-工业 | 0.53% | -0.57% | EXIT | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | +0.04% | +2.17% | |
| 50 | T | At&t Inc | 股票-通信服务 | 0.51% | -0.21% | +1.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ERIE | Erie Indemnity Company-cl A | +2% | -0.83% | 减仓 |
| 2 | SBUX | Starbucks CORP | +0.2% | -0.81% | 减仓 |
| 3 | AAPL | Apple Inc | +0.2% | -1.13% | 减仓 |
| 4 | IBM | Intl Business Machines CORP | +0.2% | -3.93% | 减仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.09% | 减仓 |
| 6 | GLD | Spdr Gold Shares | +0.2% | NEW | 新建仓 |
| 7 | NKE | Nike Inc -cl B | +0.1% | +2.22% | 加仓 |
| 8 | MDT | Medtronic plc | +0.1% | +10.55% | 加仓 |
| 9 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | 新建仓 |
| 10 | MMM | 3m Co | +0.1% | -1.98% | 减仓 |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | 新建仓 |
| 12 | ABBV | Abbvie Inc | +0.1% | +0.59% | 加仓 |
| 13 | CAT | Caterpillar Inc | +0.1% | -1.36% | 减仓 |
| 14 | HD | Home Depot Inc | +0.1% | -2.35% | 减仓 |
| 15 | PSA | Public Storage | +0.1% | +9.46% | 加仓 |
| 16 | BAX | Baxter International Inc | +0.1% | NEW | 新建仓 |
| 17 | DAL | Delta Air Lines Inc | +0.1% | +3.16% | 加仓 |
| 18 | MCD | Mcdonald's CORP | +0.1% | -3.09% | 减仓 |
| 19 | AXP | American Express Co | +0.1% | +2.03% | 加仓 |
| 20 | GLW | Corning Inc | +0.1% | +15.48% | 加仓 |
| 21 | KO | Coca-cola Co/the | +0.1% | -0.29% | 减仓 |
| 22 | T | At&t Inc | +0.1% | +1.27% | 加仓 |
| 23 | AMT | American Tower CORP | +0.1% | +8.29% | 加仓 |
| 24 | JNJ | Johnson & Johnson | 0% | -1.28% | 减仓 |
| 25 | CSCO | Cisco Systems Inc | 0% | -0.05% | 减仓 |
| 26 | VZ | Verizon Communications Inc | 0% | +1.60% | 加仓 |
| 27 | VIG | Vanguard Dividend Apprec ETF | 0% | +3.28% | 加仓 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.93% | 加仓 |
| 29 | NFLX | Netflix Inc | 0% | +7.41% | 加仓 |
| 30 | UNP | Union Pacific CORP | 0% | -0.08% | 减仓 |
| 31 | COST | Costco Wholesale CORP | 0% | +4.37% | 加仓 |
| 32 | TGT | Target CORP | 0% | +0.77% | 加仓 |
| 33 | PG | Procter & Gamble Co/the | 0% | -0.47% | 减仓 |
| 34 | ABNB | Airbnb Inc-class A | -0.1% | EXIT | 清仓 |
| 35 | V | Visa Inc-class A Shares | -0.1% | -1.14% | 减仓 |
| 36 | SDA | Sealed Air CORP | -0.1% | -22.23% | 减仓 |
| 37 | ASML | ASML Holding N.V. | -0.1% | +3.13% | 加仓 |
| 38 | SHEL | Shell Plc-adr | -0.1% | -3.17% | 减仓 |
| 39 | BP | Bp Plc-spons Adr | -0.1% | +3.65% | 加仓 |
| 40 | DECK | Deckers Outdoor CORP | -0.1% | +458.87% | 加仓 |
| 41 | QCOM | Qualcomm Inc | -0.2% | -3.22% | 减仓 |
| 42 | CVX | Chevron CORP | -0.2% | -4.30% | 减仓 |
| 43 | GOOG | Alphabet Inc-cl C | -0.2% | -0.38% | 减仓 |
| 44 | ADBE | Adobe Inc | -0.2% | +0.54% | 加仓 |
| 45 | LULU | Lululemon Athletica Inc | -0.2% | -36.13% | 减仓 |
| 46 | INTC | Intel CORP | -0.3% | -31.45% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -0.4% | -0.86% | 减仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.91% | 减仓 |
| 49 | MRK | Merck & Co. Inc. | -0.6% | -3.43% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.8% | -0.29% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Columbia Asset Management 在 Q3 2024 季度的美股持仓总市值约为 US$5.8亿，共申报了 179 个公开持股仓位。
在 Q3 2024 季度，Columbia Asset Management 按市值排列的前三大核心持股分别为：AAPL (9.2%)、MSFT (7.3%)、ERIE (7.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.2% 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
GLD
市值: US$92.6万
本季最大获利了结 / 清仓标的
ABNB
前期市值: US$35.0万
在 Q3 2024 季度中，Columbia Asset Management 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 19 个仓位、减仓 26 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 GLD。 本季清仓仓位包含 ABNB。
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。