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: 0001365707
申报总市值
US$5.7亿
US$5.7亿
392 檔
10.8%
根据最新整理的 13F 季度数据集，Contravisory Investment Management, Inc. 于 Q4 2024 结束时的管理资产规模为 US$5.7亿。该机构在本季度申报了 392 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 20 个仓位并完全清仓 13 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, NFLX, TSM 等）合计占整体申报市值的 10.8%，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 392 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 | 3.09% | — | -7.17% | |
| 2 | NFLX | Netflix Inc | 股票-通信服务 | 3.00% | — | NEW | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.47% | +0.66% | -2.26% | |
| 4 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 2.29% | — | -1.64% | |
| 5 | FISV | Fiserv Inc | 股票-其他 | 2.23% | — | -2.25% | |
| 6 | CTAS | Cintas CORP | 股票-工业 | 2.21% | -1.62% | EXIT | |
| 7 | DLR | Digital Realty Trust Inc | 股票-房地产 | 2.20% | — | -0.49% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.17% | — | NEW | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.17% | -0.05% | -1.06% | |
| 10 | AFL | Aflac Inc | 股票-金融 | 2.08% | -0.17% | -0.88% | |
| 11 | UBS | UBS Group AG | 股票-金融 | 2.05% | +0.09% | -0.95% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | -1.64% | -0.42% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 2.04% | -1.91% | -0.17% | |
| 14 | MSI | Motorola Solutions Inc | 股票-科技 | 2.04% | — | -1.80% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.04% | +0.06% | -1.43% | |
| 16 | OKE | Oneok Inc | 股票-能源 | 2.03% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.00% | -1.62% | -0.79% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.95% | -0.11% | -0.26% | |
| 19 | PNC | Pnc Financial Services Group | 股票-金融 | 1.95% | — | -0.23% | |
| 20 | CPAY | Corpay Inc | 股票-科技 | 1.95% | — | -0.83% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.90% | -1.71% | -0.24% | |
| 22 | CARR | Carrier Global CORP | 股票-工业 | 1.89% | — | -0.47% | |
| 23 | FITB | Fifth Third Bancorp | 股票-金融 | 1.83% | — | -0.39% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.79% | — | -0.76% | |
| 25 | IOT | Samsara Inc-cl A | 股票-科技 | 1.77% | — | -1.52% | |
| 26 | SN | SharkNinja, Inc. | 股票-周期性消费 | 1.75% | — | — | |
| 27 | CMS | Cms Energy CORP | 股票-公用事业 | 1.74% | — | EXIT | |
| 28 | CPRT | Copart Inc | 股票-工业 | 1.74% | — | -0.77% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.18% | -0.53% | |
| 30 | UDR | Udr Inc | 股票-房地产 | 1.72% | — | +0.50% | |
| 31 | CAT | Caterpillar Inc | 股票-工业 | 1.71% | +0.07% | +1619.75% | |
| 32 | AVB | Avalonbay Communities Inc | 股票-房地产 | 1.71% | — | — | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 1.69% | — | EXIT | |
| 34 | RVTY | Revvity Inc | 股票-医疗保健 | 1.65% | -0.01% | EXIT | |
| 35 | AA | Alcoa CORP | 股票-原材料 | 1.61% | — | -0.28% | |
| 36 | EQR | Equity Residential | 股票-房地产 | 1.59% | — | +0.68% | |
| 37 | WCN | Waste Connections Inc | 股票-工业 | 1.59% | — | -0.03% | |
| 38 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.56% | — | -0.24% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.39% | -0.03% | +0.64% | |
| 40 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.35% | — | -0.43% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.34% | -0.13% | -3.50% | |
| 42 | PWR | Quanta Services Inc | 股票-工业 | 0.30% | — | -1.12% | |
| 43 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.29% | -0.03% | -1.97% | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.28% | -0.04% | EXIT | |
| 45 | GRMN | Garmin Ltd. | 股票-科技 | 0.27% | — | +0.29% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.26% | +0.59% | -21.00% | |
| 47 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.26% | — | -1.66% | |
| 48 | COR | Cencora Inc | 股票-医疗保健 | 0.26% | -1.86% | EXIT | |
| 49 | TRGP | Targa Resources CORP | 股票-能源 | 0.25% | — | -0.69% | |
| 50 | WAB | Wabtec CORP | 股票-工业 | 0.25% | -0.03% | -0.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | OKE | Oneok Inc | +2% | NEW | 新建仓 |
| 2 | SN | SharkNinja, Inc. | +1.8% | NEW | 新建仓 |
| 3 | CMS | Cms Energy CORP | +1.7% | NEW | 新建仓 |
| 4 | AVB | Avalonbay Communities Inc | +1.7% | NEW | 新建仓 |
| 5 | CAT | Caterpillar Inc | +1.6% | +1619.75% | 加仓 |
| 6 | RVTY | Revvity Inc | +1.6% | +1715.91% | 加仓 |
| 7 | NFLX | Netflix Inc | +0.5% | -5.21% | 减仓 |
| 8 | SPOT | Spotify Technology S.A. | +0.4% | -7.17% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.3% | -1.06% | 减仓 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -2.26% | 减仓 |
| 11 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 12 | FISV | Fiserv Inc | +0.2% | -2.25% | 减仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.26% | 减仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -1.43% | 减仓 |
| 15 | BAC | Bank Of America CORP | +0.2% | -0.17% | 减仓 |
| 16 | DLR | Digital Realty Trust Inc | +0.2% | -0.49% | 减仓 |
| 17 | EWG | Ishares Msci Germany ETF | +0.2% | NEW | 新建仓 |
| 18 | MKTX | Marketaxess Holdings Inc | +0.2% | NEW | 新建仓 |
| 19 | AXP | American Express Co | +0.2% | -0.24% | 减仓 |
| 20 | AAL | American Airlines Group Inc | +0.2% | NEW | 新建仓 |
| 21 | CPRT | Copart Inc | +0.1% | -0.77% | 减仓 |
| 22 | CPAY | Corpay Inc | +0.1% | -0.83% | 减仓 |
| 23 | BIO | Bio-rad Laboratories-a | +0.1% | NEW | 新建仓 |
| 24 | REG | Regency Centers CORP | +0.1% | NEW | 新建仓 |
| 25 | NI | Nisource Inc | +0.1% | NEW | 新建仓 |
| 26 | PODD | Insulet CORP | +0.1% | NEW | 新建仓 |
| 27 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | NEW | 新建仓 |
| 28 | MA | Mastercard Inc - A | +0.1% | -0.42% | 减仓 |
| 29 | ALLE | Allegion plc | +0.1% | NEW | 新建仓 |
| 30 | AOS | Smith (a.o.) CORP | -0.2% | EXIT | 清仓 |
| 31 | EFA | Ishares Msci Eafe ETF | -0.2% | -37.49% | 减仓 |
| 32 | CCL1EUR | Carnival CORP LTD | -0.2% | EXIT | 清仓 |
| 33 | XLE | Ss Energy Select Sector | -0.2% | EXIT | 清仓 |
| 34 | EPOL | Ishares Msci Poland ETF | -0.2% | EXIT | 清仓 |
| 35 | EIRL | Ishares Msci Ireland ETF | -0.2% | EXIT | 清仓 |
| 36 | AFL | Aflac Inc | -0.2% | -0.88% | 减仓 |
| 37 | IOT | Samsara Inc-cl A | -0.2% | -1.52% | 减仓 |
| 38 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清仓 |
| 39 | NEE | Nextera Energy Inc | -0.2% | +0.64% | 加仓 |
| 40 | SNPS | Synopsys Inc | -0.3% | EXIT | 清仓 |
| 41 | CTAS | Cintas CORP | -0.3% | -1.37% | 减仓 |
| 42 | KLAC | Kla CORP | -0.3% | -99.19% | 减仓 |
| 43 | CARR | Carrier Global CORP | -0.4% | -0.47% | 减仓 |
| 44 | DHI | Dr Horton Inc | -0.6% | -0.24% | 减仓 |
| 45 | TGT | Target CORP | -1.6% | EXIT | 清仓 |
| 46 | LRCXEUR | Lam Research CORP | -1.7% | EXIT | 清仓 |
| 47 | CTLTEUR | Catalent Inc | -1.7% | EXIT | 清仓 |
| 48 | WLK | Westlake CORP | -2% | EXIT | 清仓 |
| 49 | AMAT | Applied Materials Inc | -2% | EXIT | 清仓 |
| 50 | MCK | Mckesson CORP | -2.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Contravisory Investment Management, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$5.7亿，共申报了 392 个公开持股仓位。
在 Q4 2024 季度，Contravisory Investment Management, Inc. 按市值排列的前三大核心持股分别为：SPOT (3.1%)、NFLX (3.0%)、TSM (2.5%)。其中最大持股仓位 SPOT 占据整体投资组合约 3.1% 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
OKE
市值: US$948.3万
本季最大获利了结 / 清仓标的
MCK
前期市值: US$1248.4万
在 Q4 2024 季度中，Contravisory Investment Management, Inc. 共进行了 50 项持仓异动，包含新建仓 14 个仓位、加仓 3 个仓位、减仓 20 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 OKE。 本季清仓仓位包含 MCK。
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。
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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。