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: 0001365707
申报总市值
US$5.7亿
US$5.7亿
343 檔
10.5%
在 Q3 2024 的 13F 官方备案中，Contravisory Investment Management, Inc. 管理的美股投资组合规模来到 US$5.7亿，整体持股档数为 343 档。
在 Q3 2024，Contravisory Investment Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 17 个仓位并完全清仓 12 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，Contravisory Investment Management, Inc. 的前 5 大核心持股（包含 SPOT, MCK, CTAS 等）合计占整体申报市值的 10.5%，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 343 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 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 2.74% | — | -1.45% | |
| 2 | MCK | Mckesson CORP | 股票-医疗保健 | 2.67% | — | -2.92% | |
| 3 | CTAS | Cintas CORP | 股票-工业 | 2.52% | -1.62% | EXIT | |
| 4 | NFLX | Netflix Inc | 股票-通信服务 | 2.52% | — | NEW | |
| 5 | AFL | Aflac Inc | 股票-金融 | 2.27% | -0.17% | -0.01% | |
| 6 | CARR | Carrier Global CORP | 股票-工业 | 2.24% | — | +0.61% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.22% | +0.66% | -0.15% | |
| 8 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 2.22% | — | -0.82% | |
| 9 | DHI | Dr Horton Inc | 股票-周期性消费 | 2.13% | — | -1.97% | |
| 10 | UBS | UBS Group AG | 股票-金融 | 2.11% | +0.09% | -0.29% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.11% | — | NEW | |
| 12 | DLR | Digital Realty Trust Inc | 股票-房地产 | 2.02% | — | +0.18% | |
| 13 | MSI | Motorola Solutions Inc | 股票-科技 | 2.02% | — | -1.33% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 2.00% | — | -0.95% | |
| 15 | IOT | Samsara Inc-cl A | 股票-科技 | 1.97% | — | -0.27% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.97% | -1.62% | +0.12% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.97% | +0.16% | +4.11% | |
| 18 | WLK | Westlake CORP | 股票-原材料 | 1.95% | — | -0.18% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.93% | -1.64% | -0.66% | |
| 20 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.89% | — | +1.45% | |
| 21 | PNC | Pnc Financial Services Group | 股票-金融 | 1.87% | — | -0.06% | |
| 22 | FITB | Fifth Third Bancorp | 股票-金融 | 1.87% | — | +0.10% | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.86% | -0.05% | -0.89% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.85% | -1.91% | +0.07% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.82% | +0.06% | +0.28% | |
| 26 | CPAY | Corpay Inc | 股票-科技 | 1.81% | — | -0.47% | |
| 27 | UDR | Udr Inc | 股票-房地产 | 1.79% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.18% | -0.58% | |
| 29 | AXP | American Express Co | 股票-金融 | 1.74% | -1.71% | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.11% | +1411.93% | |
| 31 | CTLTEUR | Catalent Inc | 股票-其他 | 1.70% | — | +1329.89% | |
| 32 | SYK | Stryker CORP | 股票-医疗保健 | 1.69% | — | EXIT | |
| 33 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.68% | — | -1.69% | |
| 34 | WCN | Waste Connections Inc | 股票-工业 | 1.66% | — | -0.07% | |
| 35 | AA | Alcoa CORP | 股票-原材料 | 1.65% | — | — | |
| 36 | EQR | Equity Residential | 股票-房地产 | 1.64% | — | — | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.62% | -0.03% | +72930.08% | |
| 38 | CPRT | Copart Inc | 股票-工业 | 1.60% | — | -0.64% | |
| 39 | TGT | Target CORP | 股票-周期性消费 | 1.58% | -0.15% | +0.48% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | -0.06% | +39.06% | |
| 41 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.35% | — | -7.28% | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.33% | -0.13% | +37.99% | |
| 43 | KLAC | Kla CORP | 股票-科技 | 0.33% | +1.70% | +0.10% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | +0.59% | -32.77% | |
| 45 | SNPS | Synopsys Inc | 股票-科技 | 0.30% | — | -2.82% | |
| 46 | PWR | Quanta Services Inc | 股票-工业 | 0.29% | — | +2.36% | |
| 47 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.28% | — | -1.38% | |
| 48 | IRM | Iron Mountain Inc | 股票-房地产 | 0.27% | — | -17.06% | |
| 49 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.27% | -0.03% | -18.47% | |
| 50 | COR | Cencora Inc | 股票-医疗保健 | 0.26% | -1.86% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UDR | Udr Inc | +1.8% | NEW | 新建仓 |
| 2 | AXP | American Express Co | +1.7% | NEW | 新建仓 |
| 3 | AA | Alcoa CORP | +1.7% | NEW | 新建仓 |
| 4 | EQR | Equity Residential | +1.6% | NEW | 新建仓 |
| 5 | NEE | Nextera Energy Inc | +1.6% | +72930.08% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +1.6% | +1411.93% | 加仓 |
| 7 | CTLTEUR | Catalent Inc | +1.6% | +1329.89% | 加仓 |
| 8 | IOT | Samsara Inc-cl A | +0.5% | -0.27% | 减仓 |
| 9 | DHI | Dr Horton Inc | +0.5% | -1.97% | 减仓 |
| 10 | CARR | Carrier Global CORP | +0.4% | +0.61% | 加仓 |
| 11 | AFL | Aflac Inc | +0.4% | -0.01% | 减仓 |
| 12 | SPOT | Spotify Technology S.A. | +0.3% | -1.45% | 减仓 |
| 13 | CTAS | Cintas CORP | +0.3% | +296.62% | 加仓 |
| 14 | FISV | Fiserv Inc | +0.3% | -0.95% | 减仓 |
| 15 | PNC | Pnc Financial Services Group | +0.2% | -0.06% | 减仓 |
| 16 | FITB | Fifth Third Bancorp | +0.2% | +0.10% | 加仓 |
| 17 | MSI | Motorola Solutions Inc | +0.2% | -1.33% | 减仓 |
| 18 | CPAY | Corpay Inc | +0.2% | -0.47% | 减仓 |
| 19 | EWD | Ishares Msci Sweden ETF | +0.2% | NEW | 新建仓 |
| 20 | META | Meta Platforms Inc-class A | +0.2% | +0.12% | 加仓 |
| 21 | HAS | Hasbro Inc | +0.2% | +9547.83% | 加仓 |
| 22 | LDOS | Leidos Holdings Inc | +0.2% | NEW | 新建仓 |
| 23 | CL | Colgate-palmolive Co | +0.2% | NEW | 新建仓 |
| 24 | SW | Smurfit Westrock Plc | +0.2% | NEW | 新建仓 |
| 25 | MA | Mastercard Inc - A | +0.1% | -0.66% | 减仓 |
| 26 | BBY | Best Buy Co Inc | +0.1% | NEW | 新建仓 |
| 27 | MRSH | Marsh & Mclennan Cos | +0.1% | +1.45% | 加仓 |
| 28 | DLR | Digital Realty Trust Inc | +0.1% | +0.18% | 加仓 |
| 29 | CRL | Charles River Laboratories | -0.1% | EXIT | 清仓 |
| 30 | MAS | Masco CORP | -0.1% | EXIT | 清仓 |
| 31 | CDW | Cdw Corp/de | -0.1% | -96.52% | 减仓 |
| 32 | EWW | Ishares Msci Mexico ETF | -0.2% | EXIT | 清仓 |
| 33 | WRKUSD | Westrock Co | -0.2% | EXIT | 清仓 |
| 34 | DPZ | Domino's Pizza Inc | -0.2% | EXIT | 清仓 |
| 35 | XLE | Ss Energy Select Sector | -0.2% | -40.54% | 减仓 |
| 36 | EWQ | Ishares Msci France ETF | -0.2% | EXIT | 清仓 |
| 37 | CBOE | Cboe Global Markets Inc | -0.2% | EXIT | 清仓 |
| 38 | XLK | Ss Technology Select Sector | -0.2% | -32.77% | 减仓 |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | +0.28% | 加仓 |
| 40 | CMG | Chipotle Mexican Grill Inc | -0.3% | -0.82% | 减仓 |
| 41 | AMAT | Applied Materials Inc | -0.3% | +4.11% | 加仓 |
| 42 | LRCXEUR | Lam Research CORP | -0.6% | -1.69% | 减仓 |
| 43 | MCK | Mckesson CORP | -0.7% | -2.92% | 减仓 |
| 44 | FAST | Fastenal Co | -1.6% | EXIT | 清仓 |
| 45 | CDNS | Cadence Design Sys Inc | -1.6% | -85.01% | 减仓 |
| 46 | ABNB | Airbnb Inc-class A | -1.7% | EXIT | 清仓 |
| 47 | SHOP | Shopify Inc - Class A | -1.8% | EXIT | 清仓 |
| 48 | CAH | Cardinal Health Inc | -2% | EXIT | 清仓 |
| 49 | PINS | Pinterest Inc- Class A | -2.2% | EXIT | 清仓 |
| 50 | CRWD | Crowdstrike Holdings Inc - A | -3.3% | -99.58% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Contravisory Investment Management, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$5.7亿，共申报了 343 个公开持股仓位。
在 Q3 2024 季度，Contravisory Investment Management, Inc. 按市值排列的前三大核心持股分别为：SPOT (2.7%)、MCK (2.7%)、CTAS (2.5%)。其中最大持股仓位 SPOT 占据整体投资组合约 2.7% 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
UDR
市值: US$838.2万
本季最大获利了结 / 清仓标的
PINS
前期市值: US$995.9万
在 Q3 2024 季度中，Contravisory Investment Management, Inc. 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 12 个仓位、减仓 17 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 UDR。 本季清仓仓位包含 PINS。
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。