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: 0000765443
申报总市值
US$106.0亿
US$106.0亿
156 檔
13.7%
在 Q4 2024 申报期间，Duff & Phelps Investment Management Co（CIK: 0000765443）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$106.0亿，共持有 156 个公开申报仓位。
Duff & Phelps Investment Management Co 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 53 档持股的同时，亦同步清仓 5 档并减仓 70 档标的。
在资产配置集中度方面，Duff & Phelps Investment Management Co 的前 5 大核心持股（包含 EQIX, WELL, PLD 等）合计占整体申报市值的 13.7%，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 | EQIX | Equinix Inc | 股票-房地产 | 4.83% | -0.61% | +0.88% | |
| 2 | WELL | Welltower Inc | 股票-房地产 | 3.89% | +1.08% | +1.51% | |
| 3 | PLD | Prologis Inc | 股票-房地产 | 3.67% | +0.02% | -0.50% | |
| 4 | DLR | Digital Realty Trust Inc | 股票-房地产 | 2.75% | +0.05% | +0.80% | |
| 5 | AVB | Avalonbay Communities Inc | 股票-房地产 | 2.18% | +0.25% | -3.44% | |
| 6 | SRE | Sempra | 股票-公用事业 | 2.02% | -0.31% | -0.70% | |
| 7 | VTR | Ventas Inc | 股票-房地产 | 2.01% | +0.18% | +0.17% | |
| 8 | AMT | American Tower CORP | 股票-房地产 | 2.00% | -0.05% | -0.26% | |
| 9 | PSA | Public Storage | 股票-房地产 | 1.94% | +0.36% | -2.51% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.92% | -0.40% | -4.93% | |
| 11 | AMH | American Homes 4 Rent- A | 股票-房地产 | 1.87% | +0.34% | +17.30% | |
| 12 | SPG | Simon Property Group Inc | 股票-房地产 | 1.76% | +0.38% | -25.23% | |
| 13 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 1.75% | -0.13% | -8.07% | |
| 14 | NI | Nisource Inc | 股票-公用事业 | 1.69% | -0.12% | -1.29% | |
| 15 | AEE | Ameren Corporation | 股票-公用事业 | 1.61% | -0.03% | -0.16% | |
| 16 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.60% | -0.17% | — | |
| 17 | IRM | Iron Mountain Inc | 股票-房地产 | 1.57% | +0.06% | +0.46% | |
| 18 | LNG | Cheniere Energy Inc | 股票-能源 | 1.56% | -0.06% | -14.24% | |
| 19 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.53% | -0.10% | -0.61% | |
| 20 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.46% | — | +8.96% | |
| 21 | ETR | Entergy CORP | 股票-公用事业 | 1.42% | -0.02% | +117.28% | |
| 22 | WMB | Williams Cos Inc | 股票-能源 | 1.37% | -0.06% | -0.75% | |
| 23 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.37% | -0.13% | -4.11% | |
| 24 | EVRG | Evergy Inc | 股票-公用事业 | 1.36% | -0.06% | +1.60% | |
| 25 | REXR | Rexford Industrial Realty In | 股票-房地产 | 1.35% | -0.02% | +40.40% | |
| 26 | SO | Southern Co/the | 股票-公用事业 | 1.35% | -0.12% | -14.69% | |
| 27 | BRX | Brixmor Property Group Inc | 股票-房地产 | 1.34% | +0.15% | -7.54% | |
| 28 | OKE | Oneok Inc | 股票-能源 | 1.26% | -0.15% | +3.18% | |
| 29 | PCG | P G & E CORP | 股票-公用事业 | 1.19% | -0.23% | +22.45% | |
| 30 | TRGP | Targa Resources CORP | 股票-能源 | 1.19% | -0.02% | -7.85% | |
| 31 | ET | Energy Transfer LP | 股票-能源 | 1.17% | -0.08% | +0.93% | |
| 32 | DTE | Dte Energy Company | 股票-公用事业 | 1.15% | +0.01% | -12.18% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 1.15% | -0.26% | +143.33% | |
| 34 | CMS | Cms Energy CORP | 股票-公用事业 | 1.14% | -0.12% | -7.11% | |
| 35 | PPL | Ppl CORP | 股票-公用事业 | 1.14% | -0.07% | +45.07% | |
| 36 | MPLX | Mplx LP | 股票-能源 | 1.13% | -0.13% | +1.96% | |
| 37 | CUBE | Cubesmart | 股票-房地产 | 1.12% | +0.18% | -0.85% | |
| 38 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.08% | -0.37% | +6.26% | |
| 39 | WTRG | Essential Utilities Inc | 股票-公用事业 | 1.05% | -0.18% | -4.77% | |
| 40 | OGE | Oge Energy CORP | 股票-公用事业 | 1.03% | -0.08% | +11.68% | |
| 41 | TRP | Tc Energy CORP | 股票-能源 | 1.01% | -0.09% | +2.58% | |
| 42 | ESS | Essex Property Trust Inc | 股票-房地产 | 1.00% | +0.36% | -6.01% | |
| 43 | KIM | Kimco Realty CORP | 股票-房地产 | 0.93% | — | -24.24% | |
| 44 | CCI | Crown Castle Inc | 股票-房地产 | 0.93% | -0.09% | -4.44% | |
| 45 | SUI | Sun Communities Inc | 股票-房地产 | 0.87% | — | -2.83% | |
| 46 | T | At&t Inc | 股票-通信服务 | 0.84% | -0.34% | — | |
| 47 | AEP | American Electric Power | 股票-公用事业 | 0.81% | -0.01% | +20.88% | |
| 48 | D | Dominion Energy Inc | 股票-公用事业 | 0.80% | — | — | |
| 49 | RHP | Ryman Hospitality Properties | 股票-房地产 | 0.80% | +0.28% | +4.24% | |
| 50 | EPRT | Essential Properties Realty | 股票-房地产 | 0.77% | +0.06% | +0.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DUK | Duke Energy CORP | +0.7% | +143.33% | 加仓 |
| 2 | EQIX | Equinix Inc | +0.5% | +0.88% | 加仓 |
| 3 | MAA | Mid-america Apartment Comm | +0.4% | +271.33% | 加仓 |
| 4 | PPL | Ppl CORP | +0.4% | +45.07% | 加仓 |
| 5 | DLR | Digital Realty Trust Inc | +0.4% | +0.80% | 加仓 |
| 6 | ETR | Entergy CORP | +0.3% | +117.28% | 加仓 |
| 7 | AMH | American Homes 4 Rent- A | +0.3% | +17.30% | 加仓 |
| 8 | PCG | P G & E CORP | +0.3% | +22.45% | 加仓 |
| 9 | ET | Energy Transfer LP | +0.3% | +0.93% | 加仓 |
| 10 | WMB | Williams Cos Inc | +0.3% | -0.75% | 减仓 |
| 11 | DTM | Dt Midstream Inc | +0.2% | +43.35% | 加仓 |
| 12 | OKE | Oneok Inc | +0.2% | +3.18% | 加仓 |
| 13 | TRGP | Targa Resources CORP | +0.2% | -7.85% | 减仓 |
| 14 | SRE | Sempra | +0.2% | -0.70% | 减仓 |
| 15 | WELL | Welltower Inc | +0.2% | +1.51% | 加仓 |
| 16 | CP | Canadian Pacific Kansas City | +0.2% | +132.82% | 加仓 |
| 17 | OGE | Oge Energy CORP | +0.2% | +11.68% | 加仓 |
| 18 | REXR | Rexford Industrial Realty In | +0.2% | +40.40% | 加仓 |
| 19 | MPLX | Mplx LP | +0.1% | +1.96% | 加仓 |
| 20 | LNT | Alliant Energy CORP | +0.1% | +8.96% | 加仓 |
| 21 | NI | Nisource Inc | +0.1% | -1.29% | 减仓 |
| 22 | KGS | Kodiak Gas Services Inc | +0.1% | +911.44% | 加仓 |
| 23 | SOBO | South Bow CORP | +0.1% | NEW | 新建仓 |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +0.02% | 加仓 |
| 25 | ENB | Enbridge Inc | +0.1% | +10.58% | 加仓 |
| 26 | XEL | Xcel Energy Inc | +0.1% | — | 不变 |
| 27 | LNG | Cheniere Energy Inc | +0.1% | -14.24% | 减仓 |
| 28 | AEP | American Electric Power | +0.1% | +20.88% | 加仓 |
| 29 | AEE | Ameren Corporation | +0.1% | -0.16% | 减仓 |
| 30 | PAA | Plains All Amer Pipeline LP | +0.1% | +14.04% | 加仓 |
| 31 | SBRA | Sabra Health Care Reit Inc | +0.1% | +16.30% | 加仓 |
| 32 | T | At&t Inc | +0.1% | — | 不变 |
| 33 | CNP | Centerpoint Energy Inc | +0.1% | -8.07% | 减仓 |
| 34 | EVRG | Evergy Inc | +0.1% | +1.60% | 加仓 |
| 35 | ERII | Energy Recovery Inc | +0.1% | NEW | 新建仓 |
| 36 | GLPI | Gaming And Leisure Propertie | +0.1% | +16.15% | 加仓 |
| 37 | RHP | Ryman Hospitality Properties | +0.1% | +4.24% | 加仓 |
| 38 | PEG | Public Service Enterprise Gp | +0.1% | +6.26% | 加仓 |
| 39 | TRP | Tc Energy CORP | +0.1% | +2.58% | 加仓 |
| 40 | GFL | Gfl Environmental Inc-sub Vt | 0% | +9.94% | 加仓 |
| 41 | CUZ | Cousins Properties Inc | 0% | -0.88% | 减仓 |
| 42 | SR | Spire Inc | 0% | — | 不变 |
| 43 | WEC | Wec Energy Group Inc | 0% | -0.61% | 减仓 |
| 44 | ZWS | Zurn Elkay Water Solutions C | 0% | +10.37% | 加仓 |
| 45 | MWA | Mueller Water Products Inc-a | 0% | +13.50% | 加仓 |
| 46 | ATO | Atmos Energy CORP | 0% | -4.11% | 减仓 |
| 47 | PECO | Phillips Edison & Company In | 0% | -1.16% | 减仓 |
| 48 | KEYUF | Keyera CORP | 0% | — | 不变 |
| 49 | SUN | Sunoco LP | 0% | +16.69% | 加仓 |
| 50 | GTLS | Chart Industries Inc | 0% | +49.98% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Duff & Phelps Investment Management Co 在 Q4 2024 季度的美股持仓总市值约为 US$106.0亿，共申报了 156 个公开持股仓位。
在 Q4 2024 季度，Duff & Phelps Investment Management Co 按市值排列的前三大核心持股分别为：EQIX (4.8%)、WELL (3.9%)、PLD (3.7%)。其中最大持股仓位 EQIX 占据整体投资组合约 4.8% 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
SOBO
市值: US$1053.3万
本季最大获利了结 / 清仓标的
CMCSA
前期市值: US$4550.4万
在 Q4 2024 季度中，Duff & Phelps Investment Management Co 共进行了 133 项持仓异动，包含新建仓 5 个仓位、加仓 53 个仓位、减仓 70 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SOBO。 本季清仓仓位包含 CMCSA。
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。