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: 0001911407
申报总市值
US$8.1亿
US$8.1亿
155 檔
16.3%
Eagle Rock Investment Company, LLC 在 Q3 2024 季度的美股仓位总计估值为 US$8.1亿，分散于 155 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Eagle Rock Investment Company, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 18 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Eagle Rock Investment Company, LLC 的前 5 大核心持股（包含 BND, AVGO, BSV 等）合计占整体申报市值的 16.3%，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 | BND | Vanguard Total Bond Market | ETF-其他 | 5.60% | -1.24% | +1.78% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.82% | +0.12% | +846.04% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.14% | +0.19% | +0.15% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.01% | -0.27% | -4.43% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.50% | +0.14% | +5.72% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.20% | -0.01% | -1.98% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.07% | -0.32% | +13.00% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.78% | -0.43% | +3.44% | |
| 9 | CB | Chubb Limited | 股票-金融 | 2.75% | -0.21% | -0.46% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.42% | — | -4.77% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.33% | -0.08% | -0.98% | |
| 12 | AZO | Autozone Inc | 股票-周期性消费 | 1.98% | -0.17% | -10.69% | |
| 13 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.92% | -0.44% | -0.67% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.61% | +0.59% | +21.55% | |
| 15 | KLAC | Kla CORP | 股票-科技 | 1.60% | +2.09% | -1.70% | |
| 16 | FISV | Fiserv Inc | 股票-其他 | 1.51% | -0.22% | EXIT | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.49% | +0.33% | -0.42% | |
| 18 | COR | Cencora Inc | 股票-医疗保健 | 1.43% | -0.35% | -3.19% | |
| 19 | PFE | Pfizer Inc | 股票-医疗保健 | 1.37% | -0.11% | +16.89% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.32% | +0.10% | +24.41% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.30% | -0.03% | -0.33% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.29% | +0.37% | -0.43% | |
| 23 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.23% | -0.34% | EXIT | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.48% | -0.89% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 1.11% | +1.02% | +11.64% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.11% | -0.16% | -3.30% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.08% | -0.32% | -0.55% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.05% | -0.15% | +1.63% | |
| 29 | EA | Electronic Arts Inc | 股票-通信服务 | 1.03% | — | +15.01% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 0.99% | +0.01% | +0.77% | |
| 31 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.99% | -0.23% | -0.50% | |
| 32 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.96% | +0.26% | +1.13% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.95% | -0.04% | -1.51% | |
| 34 | SUB | Ishares Short-term National | ETF-其他 | 0.91% | -0.10% | -10.28% | |
| 35 | NSC | Norfolk Southern CORP | 股票-工业 | 0.89% | — | -0.05% | |
| 36 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.86% | -0.03% | +16.80% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.80% | -0.10% | -8.03% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.78% | -0.12% | +3.44% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.77% | +0.09% | — | |
| 40 | CLX | Clorox Company | 股票-非周期性消费 | 0.75% | -0.15% | -0.67% | |
| 41 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.70% | -0.52% | +22.54% | |
| 42 | HAS | Hasbro Inc | 股票-周期性消费 | 0.65% | — | -0.05% | |
| 43 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.64% | +0.16% | -0.09% | |
| 44 | FANG | Diamondback Energy Inc | 股票-能源 | 0.62% | -0.17% | -0.06% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.61% | +0.04% | -5.86% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.60% | -0.18% | -12.42% | |
| 47 | CPAY | Corpay Inc | 股票-科技 | 0.60% | — | -1.38% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.60% | -0.07% | -5.90% | |
| 49 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.60% | -0.37% | — | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | -0.01% | -2.87% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NKE | Nike Inc -cl B | +0.6% | NEW | 新建仓 |
| 2 | GEHC | GE Healthcare Technology | +0.6% | NEW | 新建仓 |
| 3 | FISV | Fiserv Inc | +0.4% | +23.96% | 加仓 |
| 4 | ICE | Intercontinental Exchange In | +0.4% | NEW | 新建仓 |
| 5 | APO | Apollo Global Management Inc | +0.4% | NEW | 新建仓 |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | +24.41% | 加仓 |
| 7 | LULU | Lululemon Athletica Inc | +0.3% | NEW | 新建仓 |
| 8 | HCA | Hca Healthcare Inc | +0.3% | -0.67% | 减仓 |
| 9 | TGT | Target CORP | +0.3% | +166.28% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +3.44% | 加仓 |
| 11 | CBRE | Cbre Group Inc - A | +0.2% | -0.50% | 减仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | NEW | 新建仓 |
| 13 | URI | United Rentals Inc | +0.2% | +36.99% | 加仓 |
| 14 | FBND | Fidelity Total Bond ETF | +0.2% | +126.02% | 加仓 |
| 15 | SSNC | Ss&c Technologies Holdings | +0.2% | +16.80% | 加仓 |
| 16 | COF | Capital One Financial CORP | +0.2% | +55.97% | 加仓 |
| 17 | SKAA | Skechers USA Inc-cl A | +0.2% | NEW | 新建仓 |
| 18 | FWONK | Liberty Media Corp-formula-c | +0.2% | NEW | 新建仓 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +21.55% | 加仓 |
| 20 | AXP | American Express Co | +0.2% | -0.98% | 减仓 |
| 21 | PFE | Pfizer Inc | +0.2% | +16.89% | 加仓 |
| 22 | J | Jacobs Solutions Inc | +0.2% | NEW | 新建仓 |
| 23 | ELV | Elevance Health Inc | +0.1% | +25.14% | 加仓 |
| 24 | KMX | Carmax Inc | +0.1% | NEW | 新建仓 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +25.56% | 加仓 |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | NEW | 新建仓 |
| 27 | CB | Chubb Limited | +0.1% | -0.46% | 减仓 |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +74.51% | 加仓 |
| 29 | EA | Electronic Arts Inc | +0.1% | +15.01% | 加仓 |
| 30 | HAS | Hasbro Inc | +0.1% | -0.05% | 减仓 |
| 31 | IBM | Intl Business Machines CORP | +0.1% | -2.87% | 减仓 |
| 32 | CLX | Clorox Company | +0.1% | -0.67% | 减仓 |
| 33 | NSC | Norfolk Southern CORP | +0.1% | -0.05% | 减仓 |
| 34 | CSCO | Cisco Systems Inc | 0% | -0.43% | 减仓 |
| 35 | MSFT | Microsoft CORP | 0% | +13.00% | 加仓 |
| 36 | AAPL | Apple Inc | 0% | -1.98% | 减仓 |
| 37 | BND | Vanguard Total Bond Market | -0.1% | +1.78% | 加仓 |
| 38 | CWH | Camping World Holdings Inc-a | -0.2% | EXIT | 清仓 |
| 39 | ACI | Albertsons Cos Inc - Class A | -0.2% | EXIT | 清仓 |
| 40 | LH | Labcorp Holdings Inc | -0.2% | -80.31% | 减仓 |
| 41 | MU | Micron Technology Inc | -0.3% | +11.64% | 加仓 |
| 42 | QCOM | Qualcomm Inc | -0.3% | -12.42% | 减仓 |
| 43 | KLAC | Kla CORP | -0.3% | -1.70% | 减仓 |
| 44 | CNQ | Canadian Natural Resources | -0.3% | -37.94% | 减仓 |
| 45 | TROW | T Rowe Price Group Inc | -0.3% | EXIT | 清仓 |
| 46 | CDW | Cdw Corp/de | -0.3% | EXIT | 清仓 |
| 47 | OMF | Onemain Holdings Inc | -0.3% | EXIT | 清仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | +5.72% | 加仓 |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.5% | -4.43% | 减仓 |
| 50 | DG | Dollar General CORP | -0.5% | -32.73% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Eagle Rock Investment Company, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$8.1亿，共申报了 155 个公开持股仓位。
在 Q3 2024 季度，Eagle Rock Investment Company, LLC 按市值排列的前三大核心持股分别为：BND (5.6%)、AVGO (4.8%)、BSV (4.1%)。其中最大持股仓位 BND 占据整体投资组合约 5.6% 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
NKE
市值: US$359.4万
本季最大获利了结 / 清仓标的
TROW
前期市值: US$182.3万
在 Q3 2024 季度中，Eagle Rock Investment Company, LLC 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 18 个仓位、减仓 16 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 NKE。 本季清仓仓位包含 TROW。
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。