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: 0001980273
申报总市值
US$3.3亿
US$3.3亿
64 檔
30.7%
EDENTREE ASSET MANAGEMENT Ltd 在 Q3 2024 季度的美股仓位总计估值为 US$3.3亿，分散于 64 个持仓标的之中，反映其市场参与广度与投资规模。
EDENTREE ASSET MANAGEMENT Ltd 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 14 档持股的同时，亦同步清仓 2 档并减仓 16 档标的。
在资产配置集中度方面，EDENTREE ASSET MANAGEMENT Ltd 的前 5 大核心持股（包含 MSFT, GOOGL, MDT 等）合计占整体申报市值的 30.7%，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 | MSFT | Microsoft CORP | 股票-科技 | 8.84% | -1.86% | -4.03% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.26% | -0.34% | +16.27% | |
| 3 | MDT | Medtronic plc | 股票-医疗保健 | 6.37% | -0.81% | +0.47% | |
| 4 | NKE | Nike Inc -cl B | 股票-周期性消费 | 3.53% | -0.47% | +4.46% | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 3.19% | -0.11% | -25.69% | |
| 6 | ADI | Analog Devices Inc | 股票-科技 | 3.17% | +0.52% | -7.87% | |
| 7 | VMI | Valmont Industries | 股票-工业 | 3.01% | +0.53% | — | |
| 8 | BSX | Boston Scientific CORP | 股票-医疗保健 | 2.84% | -1.25% | -2.60% | |
| 9 | BRKR | Bruker CORP | 股票-医疗保健 | 2.84% | -0.28% | +3.50% | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 2.82% | — | +28.74% | |
| 11 | XYL | Xylem Inc | 股票-工业 | 2.77% | +0.01% | -0.14% | |
| 12 | APTV | Aptiv PLC | 股票-周期性消费 | 2.66% | — | — | |
| 13 | AVNT | Avient CORP | 股票-原材料 | 2.64% | -0.17% | -7.74% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.62% | -1.60% | +1273.10% | |
| 15 | CME | Cme Group Inc | 股票-金融 | 2.42% | -0.52% | — | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.42% | -0.34% | — | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 2.36% | — | — | |
| 18 | IEX | Idex CORP | 股票-工业 | 2.35% | +0.07% | +649.38% | |
| 19 | MRVL | Marvell Technology Inc | 股票-科技 | 2.27% | — | — | |
| 20 | MWA | Mueller Water Products Inc-a | 股票-工业 | 2.26% | — | -16.12% | |
| 21 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 2.16% | +0.15% | +13.05% | |
| 22 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.09% | -0.58% | -18.18% | |
| 23 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 1.91% | +0.05% | — | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 1.90% | — | +50.94% | |
| 25 | ACN | Accenture plc | 股票-科技 | 1.89% | -0.95% | EXIT | |
| 26 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.81% | -0.07% | — | |
| 27 | ATKR | Atkore Inc | 股票-其他 | 1.50% | -0.93% | — | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.11% | +0.39% | — | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | +0.19% | +2.66% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.98% | +0.16% | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.96% | +0.48% | -8.95% | |
| 32 | ADSK | Autodesk Inc | 股票-科技 | 0.89% | -0.03% | — | |
| 33 | EXK | Exact Sciences CORP | 股票-原材料 | 0.85% | — | — | |
| 34 | CLH | Clean Harbors Inc | 股票-工业 | 0.73% | +0.05% | -13.10% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.70% | +0.57% | — | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +1.11% | +997.09% | |
| 37 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.53% | -0.01% | -33.33% | |
| 38 | LIN | Linde plc | 股票-原材料 | 0.50% | +0.21% | — | |
| 39 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.47% | +0.14% | +72.86% | |
| 40 | ICE | Intercontinental Exchange In | 股票-金融 | 0.47% | -0.15% | — | |
| 41 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.47% | -0.08% | — | |
| 42 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.47% | +0.02% | — | |
| 43 | STN | Stantec Inc | 股票-其他 | 0.46% | -0.05% | — | |
| 44 | ✓ | Atlantica Sustainable Infr P | 股票-其他 | 0.45% | — | — | |
| 45 | PNR | Pentair plc | 股票-工业 | 0.44% | +0.03% | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | +0.01% | +15.41% | |
| 47 | PFE | Pfizer Inc | 股票-医疗保健 | 0.42% | -0.05% | — | |
| 48 | ALTREUR | Altair Engineering Inc - A | 股票-其他 | 0.40% | — | — | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.40% | +0.32% | — | |
| 50 | AYI | Acuity Inc | 股票-工业 | 0.39% | +0.16% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +2.4% | +1273.10% | 加仓 |
| 2 | IEX | Idex CORP | +2% | +649.38% | 加仓 |
| 3 | SW | Smurfit Westrock Plc | +1.9% | NEW | 新建仓 |
| 4 | ATKR | Atkore Inc | +1.5% | NEW | 新建仓 |
| 5 | AMD | Advanced Micro Devices | +0.5% | +50.94% | 加仓 |
| 6 | FERG | Ferguson Enterprises Inc | +0.5% | NEW | 新建仓 |
| 7 | NKE | Nike Inc -cl B | +0.4% | +4.46% | 加仓 |
| 8 | MDT | Medtronic plc | +0.3% | +0.47% | 加仓 |
| 9 | EXK | Exact Sciences CORP | +0.3% | — | 不变 |
| 10 | ADBE | Adobe Inc | +0.3% | +28.74% | 加仓 |
| 11 | HD | Home Depot Inc | +0.2% | — | 不变 |
| 12 | ACN | Accenture plc | +0.2% | +1.85% | 加仓 |
| 13 | CDNS | Cadence Design Sys Inc | +0.1% | +72.86% | 加仓 |
| 14 | SPOT | Spotify Technology S.A. | +0.1% | — | 不变 |
| 15 | BRKR | Bruker CORP | +0.1% | +3.50% | 加仓 |
| 16 | CME | Cme Group Inc | +0.1% | — | 不变 |
| 17 | PNR | Pentair plc | +0.1% | — | 不变 |
| 18 | AVGO | Broadcom Inc | 0% | +997.09% | 加仓 |
| 19 | PG | Procter & Gamble Co/the | 0% | +15.41% | 加仓 |
| 20 | BMY | Bristol-myers Squibb Co | 0% | — | 不变 |
| 21 | ICE | Intercontinental Exchange In | 0% | — | 不变 |
| 22 | TMUS | T-mobile US Inc | 0% | — | 不变 |
| 23 | HASI | Ha Sustainable Infrastructur | 0% | — | 不变 |
| 24 | AAPL | Apple Inc | 0% | — | 不变 |
| 25 | ADSK | Autodesk Inc | 0% | — | 不变 |
| 26 | AYI | Acuity Inc | 0% | — | 不变 |
| 27 | CSCO | Cisco Systems Inc | 0% | — | 不变 |
| 28 | PAYX | Paychex Inc | 0% | — | 不变 |
| 29 | ABBV | Abbvie Inc | 0% | — | 不变 |
| 30 | LIN | Linde plc | — | — | 不变 |
| 31 | AOS | Smith (a.o.) CORP | — | — | 不变 |
| 32 | RYN | Rayonier Inc | — | — | 不变 |
| 33 | V | Visa Inc-class A Shares | 0% | +2.66% | 加仓 |
| 34 | PFE | Pfizer Inc | 0% | — | 不变 |
| 35 | RRX | Regal Rexnord CORP | 0% | -16.70% | 减仓 |
| 36 | FSS | Federal Signal CORP | 0% | -8.80% | 减仓 |
| 37 | NOW | Servicenow Inc | 0% | -13.00% | 减仓 |
| 38 | EMR | Emerson Electric Co | 0% | — | 不变 |
| 39 | ✓ | Atlantica Sustainable Infr P | 0% | — | 不变 |
| 40 | ALTREUR | Altair Engineering Inc - A | -0.1% | — | 不变 |
| 41 | STN | Stantec Inc | -0.1% | — | 不变 |
| 42 | LRCXEUR | Lam Research CORP | -0.1% | — | 不变 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.1% | — | 不变 |
| 44 | AVNT | Avient CORP | -0.1% | -7.74% | 减仓 |
| 45 | VMI | Valmont Industries | -0.1% | — | 不变 |
| 46 | BSX | Boston Scientific CORP | -0.1% | -2.60% | 减仓 |
| 47 | MSA | Msa Safety Inc | -0.1% | -12.85% | 减仓 |
| 48 | LSCC | Lattice Semiconductor CORP | -0.1% | +13.05% | 加仓 |
| 49 | CLH | Clean Harbors Inc | -0.1% | -13.10% | 减仓 |
| 50 | MRVL | Marvell Technology Inc | -0.1% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，EDENTREE ASSET MANAGEMENT Ltd 在 Q3 2024 季度的美股持仓总市值约为 US$3.3亿，共申报了 64 个公开持股仓位。
在 Q3 2024 季度，EDENTREE ASSET MANAGEMENT Ltd 按市值排列的前三大核心持股分别为：MSFT (8.8%)、GOOGL (7.3%)、MDT (6.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.8% 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
SW
市值: US$659.5万
本季最大获利了结 / 清仓标的
ST
前期市值: US$645.5万
在 Q3 2024 季度中，EDENTREE ASSET MANAGEMENT Ltd 共进行了 35 项持仓异动，包含新建仓 3 个仓位、加仓 14 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SW。 本季清仓仓位包含 ST。
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。