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: 0001962005
申报总市值
US$1.1亿
US$1.1亿
75 檔
22.5%
Crescent Sterling, Ltd. 在 Q4 2024 季度的美股仓位总计估值为 US$1.1亿，分散于 75 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Crescent Sterling, Ltd. 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 4 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，Crescent Sterling, Ltd. 的前 5 大核心持股（包含 SCHD, AAPL, MSFT 等）合计占整体申报市值的 22.5%，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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.45% | -0.13% | +218.45% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.08% | +0.20% | -2.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.07% | -0.22% | +1.84% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.33% | +0.09% | -3.83% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.85% | -0.05% | -3.40% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 3.65% | -1.18% | -9.00% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.59% | +0.25% | -4.04% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.45% | -0.17% | +0.31% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 3.33% | -0.02% | -0.32% | |
| 10 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.07% | -0.46% | -0.49% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.91% | +1.25% | -0.96% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 2.49% | -0.72% | -12.47% | |
| 13 | AMGN | Amgen Inc | 股票-医疗保健 | 2.49% | -0.04% | +4.94% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.41% | +0.20% | +3.83% | |
| 15 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.37% | -0.18% | -1.56% | |
| 16 | DOW | Dow Inc | 股票-原材料 | 2.08% | — | -2.12% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.90% | +0.13% | +305.21% | |
| 18 | SWK | Stanley Black & Decker Inc | 股票-工业 | 1.87% | +0.17% | -4.14% | |
| 19 | PSX | Phillips 66 | 股票-能源 | 1.73% | -0.35% | -1.08% | |
| 20 | HON | Honeywell International Inc | 股票-工业 | 1.61% | -0.90% | -0.66% | |
| 21 | QCOM | Qualcomm Inc | 股票-科技 | 1.48% | +0.27% | -0.37% | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.30% | — | +28.05% | |
| 23 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.26% | -0.33% | +1.11% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.20% | -0.31% | -3.00% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.16% | +0.10% | +188.87% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.14% | +0.07% | +90.67% | |
| 27 | CMI | Cummins Inc | 股票-工业 | 1.10% | +0.25% | -0.68% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.09% | +0.13% | +46.58% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 1.05% | -0.28% | +2.93% | |
| 30 | VLO | Valero Energy CORP | 股票-能源 | 1.03% | -0.02% | -4.59% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.97% | +0.20% | — | |
| 32 | SHEL | Shell Plc-adr | 股票-能源 | 0.97% | -0.35% | -7.78% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | +0.17% | +9.26% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.01% | -0.30% | |
| 35 | GIS | General Mills Inc | 股票-非周期性消费 | 0.85% | -0.10% | +0.42% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.83% | -0.25% | -14.29% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.83% | +0.05% | -0.23% | |
| 38 | PCAR | Paccar Inc | 股票-工业 | 0.81% | — | — | |
| 39 | TD | Toronto-dominion Bank | 股票-金融 | 0.80% | — | -31.16% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | -0.21% | +11.07% | |
| 41 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.76% | — | -12.62% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.75% | +0.07% | -0.89% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.72% | -0.01% | — | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.66% | -0.01% | -7.31% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.65% | -0.20% | +4.02% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.63% | +0.04% | +98.09% | |
| 47 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.61% | -0.03% | — | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.59% | -0.25% | +86.85% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.01% | -0.12% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | -2.71% | 减仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.7% | -3.83% | 减仓 |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +218.45% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +46.58% | 加仓 |
| 5 | CSCO | Cisco Systems Inc | +0.5% | -0.96% | 减仓 |
| 6 | CRM | Salesforce Inc | +0.4% | +86.85% | 加仓 |
| 7 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.3% | NEW | 新建仓 |
| 8 | SCHG | Schwab US Large-cap Growth | +0.3% | +305.21% | 加仓 |
| 9 | MDY | State Street Spdr S&p Midcap | +0.3% | +3.83% | 加仓 |
| 10 | HON | Honeywell International Inc | +0.2% | -0.66% | 减仓 |
| 11 | NVDA | Nvidia CORP | +0.2% | +9.26% | 加仓 |
| 12 | SCHX | Schwab US Large-cap ETF | +0.2% | NEW | 新建仓 |
| 13 | WMT | Walmart Inc | +0.2% | +2.93% | 加仓 |
| 14 | STZ | Constellation Brands Inc-a | +0.2% | +28.05% | 加仓 |
| 15 | COST | Costco Wholesale CORP | +0.1% | +11.07% | 加仓 |
| 16 | HD | Home Depot Inc | +0.1% | -0.32% | 减仓 |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | -1.56% | 减仓 |
| 18 | PG | Procter & Gamble Co/the | 0% | -3.40% | 减仓 |
| 19 | KMB | Kimberly-clark CORP | — | -0.23% | 减仓 |
| 20 | TXN | Texas Instruments Inc | 0% | — | 不变 |
| 21 | SCHF | Schwab Intl Equity ETF | 0% | +98.09% | 加仓 |
| 22 | QCOM | Qualcomm Inc | 0% | -0.37% | 减仓 |
| 23 | VZ | Verizon Communications Inc | 0% | +1.11% | 加仓 |
| 24 | LMT | Lockheed Martin CORP | 0% | +4.02% | 加仓 |
| 25 | SHEL | Shell Plc-adr | -0.1% | -7.78% | 减仓 |
| 26 | VV | Vanguard Large-cap ETF | -0.1% | -14.29% | 减仓 |
| 27 | 6D8 | Dupont De Nemours Inc | -0.1% | — | 不变 |
| 28 | KO | Coca-cola Co/the | -0.1% | -0.12% | 减仓 |
| 29 | GIS | General Mills Inc | -0.1% | +0.42% | 加仓 |
| 30 | VLO | Valero Energy CORP | -0.1% | -4.59% | 减仓 |
| 31 | LLY | Eli Lilly & Co | -0.1% | -11.52% | 减仓 |
| 32 | BDX | Becton Dickinson And Co | -0.1% | -12.62% | 减仓 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -7.31% | 减仓 |
| 34 | BIV | Vanguard Intermediate-term B | -0.1% | -33.75% | 减仓 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +0.31% | 加仓 |
| 36 | GPC | Genuine Parts Co | -0.1% | -17.81% | 减仓 |
| 37 | REGN | Regeneron Pharmaceuticals | -0.1% | -3.60% | 减仓 |
| 38 | CVX | Chevron CORP | -0.1% | -9.00% | 减仓 |
| 39 | PEP | Pepsico Inc | -0.1% | -0.49% | 减仓 |
| 40 | PSX | Phillips 66 | -0.1% | -1.08% | 减仓 |
| 41 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | -0.2% | EXIT | 清仓 |
| 42 | AMGN | Amgen Inc | -0.2% | +4.94% | 加仓 |
| 43 | ABBV | Abbvie Inc | -0.3% | -4.04% | 减仓 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | EXIT | 清仓 |
| 45 | AMT | American Tower CORP | -0.3% | EXIT | 清仓 |
| 46 | XOM | Exxon Mobil CORP | -0.4% | -12.47% | 减仓 |
| 47 | TD | Toronto-dominion Bank | -0.5% | -31.16% | 减仓 |
| 48 | DOW | Dow Inc | -0.6% | -2.12% | 减仓 |
| 49 | SWK | Stanley Black & Decker Inc | -0.6% | -4.14% | 减仓 |
| 50 | TEL | TE Connectivity plc | -1.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Crescent Sterling, Ltd. 在 Q4 2024 季度的美股持仓总市值约为 US$1.1亿，共申报了 75 个公开持股仓位。
在 Q4 2024 季度，Crescent Sterling, Ltd. 按市值排列的前三大核心持股分别为：SCHD (6.5%)、AAPL (6.1%)、MSFT (5.1%)。其中最大持股仓位 SCHD 占据整体投资组合约 6.5% 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
VIOG
市值: US$29.5万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$173.9万
在 Q4 2024 季度中，Crescent Sterling, Ltd. 共进行了 48 项持仓异动，包含新建仓 2 个仓位、加仓 15 个仓位、减仓 27 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 VIOG。 本季清仓仓位包含 TEL。
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。