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: 0001329375
申报总市值
US$22.3亿
US$22.3亿
62 檔
21.9%
截至 Q3 2024 季度末，CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 的美股持仓估值约为 US$22.3亿，全数申报仓位共有 62 档。
在 Q3 2024，CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 操作展现出积极扩展与加仓意向。本季共新建仓 13 个新仓位，并对 18 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 的前 5 大核心持股（包含 ET, TRGP, LNG 等）合计占整体申报市值的 21.9%，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 | ET | Energy Transfer LP | 股票-能源 | 8.61% | -0.86% | +7.93% | |
| 2 | TRGP | Targa Resources CORP | 股票-能源 | 8.50% | -0.73% | -7.41% | |
| 3 | LNG | Cheniere Energy Inc | 股票-能源 | 7.04% | -0.32% | +8.35% | |
| 4 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 5.95% | -0.04% | +1.23% | |
| 5 | OKE | Oneok Inc | 股票-能源 | 5.92% | -0.95% | +3.73% | |
| 6 | MPLX | Mplx LP | 股票-能源 | 4.90% | -1.18% | +16.99% | |
| 7 | DTM | Dt Midstream Inc | 股票-能源 | 4.79% | -0.06% | -5.70% | |
| 8 | KMI | Kinder Morgan, Inc. | 股票-能源 | 4.58% | -1.60% | -11.26% | |
| 9 | EPD | Enterprise Products Partners | 股票-能源 | 4.38% | -0.69% | +16.41% | |
| 10 | PBA | Pembina Pipeline CORP | 股票-能源 | 4.27% | -0.61% | -1.65% | |
| 11 | TRP | Tc Energy CORP | 股票-能源 | 4.25% | -0.27% | +41.74% | |
| 12 | WMB | Williams Cos Inc | 股票-能源 | 3.73% | +0.09% | -20.78% | |
| 13 | WES | Western Midstream Partners L | 股票-能源 | 3.70% | -0.95% | +10.06% | |
| 14 | 0E41 | Enlink Midstream LLC | 股票-其他 | 3.55% | — | +32.36% | |
| 15 | HESM | Hess Midstream LP - Class A | 股票-其他 | 3.44% | — | +3.84% | |
| 16 | PSX | Phillips 66 | 股票-能源 | 1.64% | -1.07% | -27.97% | |
| 17 | VST | Vistra CORP | 股票-公用事业 | 1.56% | +0.04% | +50.42% | |
| 18 | EQT | Eqt CORP | 股票-能源 | 1.43% | -0.31% | — | |
| 19 | KNTK | Kinetik Holdings Inc | 股票-其他 | 1.33% | -0.70% | +15.69% | |
| 20 | AM | Antero Midstream CORP | 股票-能源 | 1.14% | +0.03% | -6.47% | |
| 21 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.13% | -1.16% | -26.21% | |
| 22 | GEL | Genesis Energy L.p. | 股票-其他 | 1.12% | -0.13% | -1.45% | |
| 23 | CWEN | Clearway Energy Inc-c | 股票-公用事业 | 1.07% | — | -3.06% | |
| 24 | VNOMUSD | Viper Energy Inc-cl A | 股票-其他 | 1.04% | — | +3.36% | |
| 25 | CEG | Constellation Energy | 股票-公用事业 | 1.04% | +0.05% | +136.96% | |
| 26 | ENB | Enbridge Inc | 股票-能源 | 0.92% | -0.36% | -45.50% | |
| 27 | FSLR | First Solar Inc | 股票-科技 | 0.66% | — | -13.25% | |
| 28 | PWR | Quanta Services Inc | 股票-工业 | 0.61% | +0.38% | +97.86% | |
| 29 | TLN | Talen Energy CORP | 股票-公用事业 | 0.59% | -0.09% | — | |
| 30 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.57% | +0.04% | +241.04% | |
| 31 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.51% | +0.16% | +43.40% | |
| 32 | ARLP | Alliance Resource Partners | 股票-其他 | 0.46% | -0.10% | — | |
| 33 | ✓ | Atlantica Sustainable Infr P | 股票-其他 | 0.40% | — | — | |
| 34 | TXO | Txo Partners LP | 股票-其他 | 0.39% | -0.06% | — | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.36% | — | +77.42% | |
| 36 | CVE | Cenovus Energy Inc | 股票-能源 | 0.32% | -0.04% | EXIT | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.32% | -0.25% | — | |
| 38 | ITRI | Itron Inc | 股票-科技 | 0.31% | — | +33.33% | |
| 39 | SO | Southern Co/the | 股票-公用事业 | 0.30% | +0.12% | — | |
| 40 | DUK | Duke Energy CORP | 股票-公用事业 | 0.28% | +0.12% | — | |
| 41 | CORZ | Core Scientific Inc | 股票-科技 | 0.24% | +0.01% | NEW | |
| 42 | CLSK | Cleanspark Inc | 股票-金融 | 0.21% | +0.01% | +50.00% | |
| 43 | AEP | American Electric Power | 股票-公用事业 | 0.20% | +0.21% | — | |
| 44 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.19% | — | +7.41% | |
| 45 | J | Jacobs Solutions Inc | 股票-工业 | 0.18% | — | +11.76% | |
| 46 | S | Sentinelone Inc -class A | 股票-科技 | 0.18% | — | — | |
| 47 | PRIM | Primoris Services CORP | 股票-工业 | 0.17% | -1.08% | EXIT | |
| 48 | RSG | Republic Services Inc | 股票-工业 | 0.16% | — | +22.22% | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.16% | — | +66.67% | |
| 50 | NTNX | Nutanix Inc - A | 股票-科技 | 0.15% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TRP | Tc Energy CORP | +1.7% | +41.74% | 加仓 |
| 2 | EQT | Eqt CORP | +1.4% | NEW | 新建仓 |
| 3 | 0E41 | Enlink Midstream LLC | +0.8% | +32.36% | 加仓 |
| 4 | VST | Vistra CORP | +0.8% | +50.42% | 加仓 |
| 5 | CEG | Constellation Energy | +0.7% | +136.96% | 加仓 |
| 6 | TLN | Talen Energy CORP | +0.6% | NEW | 新建仓 |
| 7 | MPLX | Mplx LP | +0.6% | +16.99% | 加仓 |
| 8 | OKE | Oneok Inc | +0.4% | +3.73% | 加仓 |
| 9 | ✓ | Atlantica Sustainable Infr P | +0.4% | NEW | 新建仓 |
| 10 | PAA | Plains All Amer Pipeline LP | +0.4% | +241.04% | 加仓 |
| 11 | EPD | Enterprise Products Partners | +0.3% | +16.41% | 加仓 |
| 12 | PWR | Quanta Services Inc | +0.3% | +97.86% | 加仓 |
| 13 | NEE | Nextera Energy Inc | +0.3% | NEW | 新建仓 |
| 14 | SO | Southern Co/the | +0.3% | NEW | 新建仓 |
| 15 | DUK | Duke Energy CORP | +0.3% | NEW | 新建仓 |
| 16 | CORZ | Core Scientific Inc | +0.2% | NEW | 新建仓 |
| 17 | LNG | Cheniere Energy Inc | +0.2% | +8.35% | 加仓 |
| 18 | KNTK | Kinetik Holdings Inc | +0.2% | +15.69% | 加仓 |
| 19 | AEP | American Electric Power | +0.2% | NEW | 新建仓 |
| 20 | NRG | Nrg Energy Inc | +0.2% | +43.40% | 加仓 |
| 21 | S | Sentinelone Inc -class A | +0.2% | NEW | 新建仓 |
| 22 | VZ | Verizon Communications Inc | +0.2% | +77.42% | 加仓 |
| 23 | VNOMUSD | Viper Energy Inc-cl A | +0.1% | +3.36% | 加仓 |
| 24 | MSI | Motorola Solutions Inc | +0.1% | NEW | 新建仓 |
| 25 | EQIX | Equinix Inc | +0.1% | NEW | 新建仓 |
| 26 | TMUS | T-mobile US Inc | +0.1% | NEW | 新建仓 |
| 27 | CWEN | Clearway Energy Inc-c | +0.1% | -3.06% | 减仓 |
| 28 | DLR | Digital Realty Trust Inc | +0.1% | NEW | 新建仓 |
| 29 | PRIM | Primoris Services CORP | +0.1% | +62.50% | 加仓 |
| 30 | PBA | Pembina Pipeline CORP | +0.1% | -1.65% | 减仓 |
| 31 | ITRI | Itron Inc | +0.1% | +33.33% | 加仓 |
| 32 | WES | Western Midstream Partners L | -0.1% | +10.06% | 加仓 |
| 33 | ET | Energy Transfer LP | -0.1% | +7.93% | 加仓 |
| 34 | NXT | Nextpower Inc-cl A | -0.1% | -50.00% | 减仓 |
| 35 | TRGP | Targa Resources CORP | -0.1% | -7.41% | 减仓 |
| 36 | CVE | Cenovus Energy Inc | -0.1% | -4.69% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | EXIT | 清仓 |
| 38 | DTM | Dt Midstream Inc | -0.2% | -5.70% | 减仓 |
| 39 | SB9 | Sitio Royalties Corp-a | -0.2% | EXIT | 清仓 |
| 40 | DKL | Delek Logistics Partners LP | -0.2% | EXIT | 清仓 |
| 41 | EE | Excelerate Energy Inc-a | -0.2% | EXIT | 清仓 |
| 42 | GEL | Genesis Energy L.p. | -0.2% | -1.45% | 减仓 |
| 43 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | -50.00% | 减仓 |
| 44 | AQN | Algonquin Power & Utilities | -0.4% | EXIT | 清仓 |
| 45 | XIFR | Xplr Infrastructure LP | -0.6% | EXIT | 清仓 |
| 46 | MPC | Marathon Petroleum CORP | -0.6% | -26.21% | 减仓 |
| 47 | ENB | Enbridge Inc | -0.7% | -45.50% | 减仓 |
| 48 | PSX | Phillips 66 | -1% | -27.97% | 减仓 |
| 49 | WMB | Williams Cos Inc | -1% | -20.78% | 减仓 |
| 50 | ETRNUSD | Equitrans Midstream CORP | -4.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 在 Q3 2024 季度的美股持仓总市值约为 US$22.3亿，共申报了 62 个公开持股仓位。
在 Q3 2024 季度，CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 按市值排列的前三大核心持股分别为：ET (8.6%)、TRGP (8.5%)、LNG (7.0%)。其中最大持股仓位 ET 占据整体投资组合约 8.6% 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
EQT
市值: US$1938.4万
本季最大获利了结 / 清仓标的
ETRNUSD
前期市值: US$5296.0万
在 Q3 2024 季度中，CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 共进行了 50 项持仓异动，包含新建仓 13 个仓位、加仓 18 个仓位、减仓 12 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 EQT。 本季清仓仓位包含 ETRNUSD。
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。