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: 0001002152
申报总市值
US$16.6亿
US$16.6亿
38 檔
20.1%
Q4 2024 季度申报显示，Compass Capital Management, Inc 披露的美股组合总市值为 US$16.6亿，涵盖 38 个不同之权益投资仓位。
在 Q4 2024，Compass Capital Management, Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 21 个仓位并完全清仓 0 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，Compass Capital Management, Inc 的前 5 大核心持股（包含 MSFT, GOOGL, V 等）合计占整体申报市值的 20.1%，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 | MSFT | Microsoft CORP | 股票-科技 | 4.49% | -0.07% | -0.26% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.48% | +0.29% | -2.27% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 4.43% | +0.23% | -4.69% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 4.26% | -0.50% | -14.60% | |
| 5 | MSI | Motorola Solutions Inc | 股票-科技 | 4.21% | -0.21% | -8.49% | |
| 6 | ACN | Accenture plc | 股票-科技 | 4.16% | -0.50% | -4.87% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 4.15% | +0.26% | -3.80% | |
| 8 | APH | Amphenol Corp-cl A | 股票-科技 | 4.13% | +1.11% | -3.29% | |
| 9 | FISV | Fiserv Inc | 股票-其他 | 4.12% | — | -17.43% | |
| 10 | SYK | Stryker CORP | 股票-医疗保健 | 4.05% | -0.03% | -1.86% | |
| 11 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 4.02% | +0.10% | -2.53% | |
| 12 | SHW | Sherwin-williams Co/the | 股票-原材料 | 3.97% | +0.18% | -1.88% | |
| 13 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 3.85% | +0.02% | -0.52% | |
| 14 | ICE | Intercontinental Exchange In | 股票-金融 | 3.85% | -1.01% | -2.56% | |
| 15 | FAST | Fastenal Co | 股票-工业 | 3.84% | -0.05% | -5.20% | |
| 16 | FDX | Fedex CORP | 股票-工业 | 3.83% | — | -0.84% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 3.78% | +0.04% | -1.84% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 3.71% | +0.03% | +6.60% | |
| 19 | ROP | Roper Technologies Inc | 股票-科技 | 3.59% | -0.03% | -0.07% | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 3.58% | — | +4.84% | |
| 21 | QCOM | Qualcomm Inc | 股票-科技 | 3.57% | +0.23% | +6.31% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.49% | +0.02% | -0.10% | |
| 23 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 3.45% | -3.13% | +1.33% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.18% | +0.10% | +4.92% | |
| 25 | LIN | Linde plc | 股票-原材料 | 3.13% | -0.02% | -5.49% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.58% | +0.09% | +4920.61% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.54% | +0.02% | — | |
| 28 | AAPL | Apple Inc | 股票-科技 | 0.24% | +0.13% | — | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.07% | -0.01% | — | |
| 30 | OMC | Omnicom Group | 股票-通信服务 | 0.06% | — | — | |
| 31 | TGT | Target CORP | 股票-周期性消费 | 0.05% | — | +0.02% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.04% | +0.02% | — | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.03% | -2.82% | — | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.03% | — | -14.49% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.02% | +0.02% | NEW | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.01% | — | — | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.01% | +0.23% | — | |
| 38 | ✓ | 股票-其他 | — | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.6% | +4920.61% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.27% | 减仓 |
| 3 | V | Visa Inc-class A Shares | +0.5% | -4.69% | 减仓 |
| 4 | APH | Amphenol Corp-cl A | +0.3% | -3.29% | 减仓 |
| 5 | ADP | Automatic Data Processing | +0.2% | -3.80% | 减仓 |
| 6 | FDX | Fedex CORP | +0.2% | -0.84% | 减仓 |
| 7 | CHD | Church & Dwight Co Inc | +0.1% | -0.52% | 减仓 |
| 8 | MSFT | Microsoft CORP | +0.1% | -0.26% | 减仓 |
| 9 | SYK | Stryker CORP | +0.1% | -1.86% | 减仓 |
| 10 | AAPL | Apple Inc | 0% | — | 不变 |
| 11 | VOO | Vanguard S&p 500 ETF | 0% | NEW | 新建仓 |
| 12 | EMR | Emerson Electric Co | 0% | NEW | 新建仓 |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 14 | PEP | Pepsico Inc | — | — | 不变 |
| 15 | MCD | Mcdonald's CORP | — | — | 不变 |
| 16 | ✓ | — | NEW | 新建仓 | |
| 17 | LLY | Eli Lilly & Co | — | — | 不变 |
| 18 | HD | Home Depot Inc | — | — | 不变 |
| 19 | DIS | Walt Disney Co/the | — | -14.49% | 减仓 |
| 20 | OMC | Omnicom Group | 0% | — | 不变 |
| 21 | TGT | Target CORP | 0% | +0.02% | 加仓 |
| 22 | QCOM | Qualcomm Inc | 0% | +6.31% | 加仓 |
| 23 | WMT | Walmart Inc | -0.1% | -14.60% | 减仓 |
| 24 | FAST | Fastenal Co | -0.1% | -5.20% | 减仓 |
| 25 | ITW | Illinois Tool Works | -0.1% | -1.84% | 减仓 |
| 26 | ACN | Accenture plc | -0.1% | -4.87% | 减仓 |
| 27 | FISV | Fiserv Inc | -0.1% | -17.43% | 减仓 |
| 28 | CHKP | Check Point Software Technologies Ltd. | -0.1% | -2.53% | 减仓 |
| 29 | MSI | Motorola Solutions Inc | -0.1% | -8.49% | 减仓 |
| 30 | ROP | Roper Technologies Inc | -0.1% | -0.07% | 减仓 |
| 31 | MRK | Merck & Co. Inc. | -0.2% | +4.92% | 加仓 |
| 32 | ICE | Intercontinental Exchange In | -0.3% | -2.56% | 减仓 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.3% | +6.60% | 加仓 |
| 34 | JNJ | Johnson & Johnson | -0.3% | -0.10% | 减仓 |
| 35 | SHW | Sherwin-williams Co/the | -0.4% | -1.88% | 减仓 |
| 36 | DHR | Danaher CORP | -0.4% | +4.84% | 加仓 |
| 37 | EXPD | Expeditors Intl Wash Inc | -0.5% | +1.33% | 加仓 |
| 38 | LIN | Linde plc | -0.5% | -5.49% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Compass Capital Management, Inc 在 Q4 2024 季度的美股持仓总市值约为 US$16.6亿，共申报了 38 个公开持股仓位。
在 Q4 2024 季度，Compass Capital Management, Inc 按市值排列的前三大核心持股分别为：MSFT (4.5%)、GOOGL (4.5%)、V (4.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.5% 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
VOO
市值: US$28.0万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$7007.9万
在 Q4 2024 季度中，Compass Capital Management, Inc 共进行了 31 项持仓异动，包含新建仓 3 个仓位、加仓 7 个仓位、减仓 21 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 VOO。
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。