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: 0001036325
申报总市值
US$232.9亿
US$232.9亿
102 檔
24.7%
截至 Q3 2024 季度末，Davis Selected Advisers 的美股持仓估值约为 US$232.9亿，全数申报仓位共有 102 档。
在 Q3 2024，Davis Selected Advisers 展现出较为审慎的避险与获利了结姿态。本季共减仓 35 个仓位并完全清仓 1 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，Davis Selected Advisers 的前 5 大核心持股（包含 META, COF, BRK-A 等）合计占整体申报市值的 24.7%，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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.72% | -0.53% | -11.26% | |
| 2 | COF | Capital One Financial CORP | 股票-金融 | 8.09% | -0.02% | -0.07% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.27% | -0.25% | -11.69% | |
| 4 | AMAT | Applied Materials Inc | 股票-科技 | 4.66% | -1.56% | -1.75% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 4.52% | -0.15% | -7.08% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.25% | +1.10% | -28.98% | |
| 7 | MGM | Mgm Resorts International | 股票-周期性消费 | 4.17% | +0.78% | +59.83% | |
| 8 | HUM | Humana Inc | 股票-医疗保健 | 4.10% | — | -0.08% | |
| 9 | VTRS | Viatris Inc | 股票-医疗保健 | 4.08% | +0.28% | +8.88% | |
| 10 | USB | US Bancorp | 股票-金融 | 3.69% | +0.25% | +1.16% | |
| 11 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 3.34% | -0.37% | -1.21% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.85% | +0.42% | -0.38% | |
| 13 | CI | THE Cigna Group | 股票-医疗保健 | 2.80% | -0.07% | -0.43% | |
| 14 | TXN | Texas Instruments Inc | 股票-科技 | 2.74% | +0.58% | -0.01% | |
| 15 | MKL | Markel Group Inc | 股票-金融 | 2.55% | +0.04% | +0.88% | |
| 16 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.16% | -0.06% | -27.97% | |
| 17 | OC | Owens Corning | 股票-工业 | 2.13% | +0.38% | -5.38% | |
| 18 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 2.09% | -0.04% | +0.35% | |
| 19 | SOLV | Solventum CORP | 股票-医疗保健 | 2.06% | +0.19% | +2.08% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | -0.06% | -7.80% | |
| 21 | CB | Chubb Limited | 股票-金融 | 1.91% | -0.11% | -6.25% | |
| 22 | INTC | Intel CORP | 股票-科技 | 1.66% | — | -0.15% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | -0.08% | -24.32% | |
| 24 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 1.25% | — | — | |
| 25 | AGCO | Agco CORP | 股票-工业 | 1.12% | -0.05% | +50.41% | |
| 26 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 1.04% | -0.74% | +0.20% | |
| 27 | COP | Conocophillips | 股票-能源 | 0.83% | -0.30% | +270.44% | |
| 28 | CPNG | Coupang Inc | 股票-周期性消费 | 0.82% | — | -0.57% | |
| 29 | PPLI | People Inc | 股票-通信服务 | 0.82% | +0.03% | -0.08% | |
| 30 | DUSA | Davis Select US Equity ETF | ETF-其他 | 0.79% | +0.03% | — | |
| 31 | BEKE | Ke Holdings Inc-adr | 股票-其他 | 0.66% | -0.01% | -1.91% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | -0.03% | -1.45% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | +0.02% | +0.01% | |
| 34 | DAR | Darling Ingredients Inc | 股票-非周期性消费 | 0.59% | -0.01% | -0.22% | |
| 35 | FITB | Fifth Third Bancorp | 股票-金融 | 0.59% | +0.05% | -1.72% | |
| 36 | DINT | Davis Select International | ETF-其他 | 0.52% | — | — | |
| 37 | PNC | Pnc Financial Services Group | 股票-金融 | 0.52% | — | -1.69% | |
| 38 | DFNL | Davis Select Financial ETF | ETF-其他 | 0.44% | +0.01% | — | |
| 39 | AXP | American Express Co | 股票-金融 | 0.44% | -0.02% | -20.96% | |
| 40 | DWLD | Davis Select Worldwide ETF | ETF-其他 | 0.41% | -0.01% | — | |
| 41 | SE | Sea Ltd-adr | 股票-通信服务 | 0.34% | +0.13% | -0.50% | |
| 42 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.34% | -0.02% | -1.67% | |
| 43 | L | Loews CORP | 股票-金融 | 0.27% | -0.04% | -3.45% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | -0.02% | -1.78% | |
| 45 | WCC | Wesco International Inc | 股票-工业 | 0.24% | +0.06% | +32.21% | |
| 46 | ✓ | Bank Of Nt Butterfield&son L | 股票-其他 | 0.22% | — | -0.89% | |
| 47 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 0.22% | -0.03% | — | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | -0.03% | +5.47% | |
| 49 | JD | Jd.com Inc-adr | 股票-周期性消费 | 0.19% | -0.01% | -79.85% | |
| 50 | PLD | Prologis Inc | 股票-房地产 | 0.17% | -0.01% | +4.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TCOM | Trip.com Group Ltd-adr | +1.3% | NEW | 新建仓 |
| 2 | MGM | Mgm Resorts International | +1.1% | +59.83% | 加仓 |
| 3 | COP | Conocophillips | +0.6% | +270.44% | 加仓 |
| 4 | VTRS | Viatris Inc | +0.5% | +8.88% | 加仓 |
| 5 | SOLV | Solventum CORP | +0.5% | +2.08% | 加仓 |
| 6 | USB | US Bancorp | +0.4% | +1.16% | 加仓 |
| 7 | AGCO | Agco CORP | +0.4% | +50.41% | 加仓 |
| 8 | COF | Capital One Financial CORP | +0.3% | -0.07% | 减仓 |
| 9 | RNR | RenaissanceRe Holdings Ltd. | +0.2% | NEW | 新建仓 |
| 10 | DGX | Quest Diagnostics Inc | +0.2% | +0.35% | 加仓 |
| 11 | BEKE | Ke Holdings Inc-adr | +0.2% | -1.91% | 减仓 |
| 12 | PLD | Prologis Inc | +0.2% | +4.20% | 加仓 |
| 13 | TECK | Teck Resources Ltd-cls B | +0.1% | -1.21% | 减仓 |
| 14 | PSA | Public Storage | +0.1% | -1.98% | 减仓 |
| 15 | CUZ | Cousins Properties Inc | +0.1% | -9.16% | 减仓 |
| 16 | VTR | Ventas Inc | +0.1% | -1.55% | 减仓 |
| 17 | AMT | American Tower CORP | +0.1% | -0.17% | 减仓 |
| 18 | EQIX | Equinix Inc | +0.1% | +11.99% | 加仓 |
| 19 | CPNG | Coupang Inc | +0.1% | -0.57% | 减仓 |
| 20 | ARE | Alexandria Real Estate Equit | +0.1% | +0.33% | 加仓 |
| 21 | DLR | Digital Realty Trust Inc | +0.1% | -0.72% | 减仓 |
| 22 | PPLI | People Inc | +0.1% | -0.08% | 减仓 |
| 23 | RKT | Rocket Cos Inc-class A | +0.1% | -1.67% | 减仓 |
| 24 | SPG | Simon Property Group Inc | +0.1% | -1.83% | 减仓 |
| 25 | BRX | Brixmor Property Group Inc | +0.1% | -1.88% | 减仓 |
| 26 | TXN | Texas Instruments Inc | +0.1% | -0.01% | 减仓 |
| 27 | DINT | Davis Select International | +0.1% | — | 不变 |
| 28 | SE | Sea Ltd-adr | +0.1% | -0.50% | 减仓 |
| 29 | AVB | Avalonbay Communities Inc | +0.1% | -2.01% | 减仓 |
| 30 | BXP | Bxp Inc | +0.1% | -1.25% | 减仓 |
| 31 | FITB | Fifth Third Bancorp | +0.1% | -1.72% | 减仓 |
| 32 | PNC | Pnc Financial Services Group | +0.1% | -1.69% | 减仓 |
| 33 | WCC | Wesco International Inc | +0.1% | +32.21% | 加仓 |
| 34 | CB | Chubb Limited | +0.1% | -6.25% | 减仓 |
| 35 | CI | THE Cigna Group | 0% | -0.43% | 减仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -7.80% | 减仓 |
| 37 | MBC | Masterbrand Inc | -0.1% | EXIT | 清仓 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -43.37% | 减仓 |
| 39 | GOOG | Alphabet Inc-cl C | -0.1% | -1.45% | 减仓 |
| 40 | FWONA | Liberty Media Corp-formula-a | -0.1% | -97.32% | 减仓 |
| 41 | OC | Owens Corning | -0.2% | -5.38% | 减仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.38% | 减仓 |
| 43 | BNY | Bank Of New York Mellon CORP | -0.4% | -27.97% | 减仓 |
| 44 | JD | Jd.com Inc-adr | -0.5% | -79.85% | 减仓 |
| 45 | JPM | Jpmorgan Chase & Co | -0.5% | -24.32% | 减仓 |
| 46 | INTC | Intel CORP | -0.6% | -0.15% | 减仓 |
| 47 | WFC | Wells Fargo & Co | -0.8% | -7.08% | 减仓 |
| 48 | HUM | Humana Inc | -0.9% | -0.08% | 减仓 |
| 49 | AMAT | Applied Materials Inc | -1.1% | -1.75% | 减仓 |
| 50 | AMZN | Amazon.com Inc | -2.2% | -28.98% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Davis Selected Advisers 在 Q3 2024 季度的美股持仓总市值约为 US$232.9亿，共申报了 102 个公开持股仓位。
在 Q3 2024 季度，Davis Selected Advisers 按市值排列的前三大核心持股分别为：META (8.7%)、COF (8.1%)、BRK-A (6.3%)。其中最大持股仓位 META 占据整体投资组合约 8.7% 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
TCOM
市值: US$2.2亿
本季最大获利了结 / 清仓标的
MBC
前期市值: US$1208.9万
在 Q3 2024 季度中，Davis Selected Advisers 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 11 个仓位、减仓 35 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 TCOM。 本季清仓仓位包含 MBC。
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。