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: 0001313792
申报总市值
US$14.7亿
US$14.7亿
161 檔
23.5%
Edgemoor Investment Advisors, Inc. 在 Q2 2024 季度的美股仓位总计估值为 US$14.7亿，分散于 161 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2024 期间，Edgemoor Investment Advisors, Inc. 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Edgemoor Investment Advisors, Inc. 的前 5 大核心持股（包含 MSFT, AAPL, BRK-B 等）合计占整体申报市值的 23.5%，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 | 9.45% | -0.75% | -0.69% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.45% | -0.08% | -0.14% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.27% | -0.57% | -1.85% | |
| 4 | URI | United Rentals Inc | 股票-工业 | 4.64% | +1.35% | +0.96% | |
| 5 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 4.25% | -0.71% | +0.53% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.17% | +0.26% | -1.17% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 3.34% | +3.22% | -0.64% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.24% | -0.04% | +2.23% | |
| 9 | LEN | Lennar Corp-a | 股票-周期性消费 | 2.94% | -0.17% | -0.12% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.70% | +0.23% | -0.36% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.69% | +0.29% | +0.43% | |
| 12 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 2.60% | +0.25% | +0.25% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.48% | -0.09% | +0.62% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | +0.03% | +946.07% | |
| 15 | BX | Blackstone Inc | 股票-金融 | 1.83% | -0.14% | +2.93% | |
| 16 | GD | General Dynamics CORP | 股票-工业 | 1.55% | -0.17% | +1.74% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | -0.02% | +2.54% | |
| 18 | BLKCHF | Blackrock Inc | 股票-其他 | 1.47% | — | +7.03% | |
| 19 | ARCC | Ares Capital CORP | 股票-金融 | 1.40% | -0.11% | +1.58% | |
| 20 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.29% | -0.75% | -2.92% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.22% | -0.07% | +3.39% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.20% | -0.18% | +1.42% | |
| 23 | AEP | American Electric Power | 股票-公用事业 | 1.04% | -0.12% | +1.52% | |
| 24 | SHEL | Shell Plc-adr | 股票-能源 | 1.04% | -0.31% | +7.97% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.00% | +0.40% | +6.55% | |
| 26 | SPG | Simon Property Group Inc | 股票-房地产 | 0.98% | +0.03% | +46.60% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.96% | -0.09% | +4.55% | |
| 28 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.95% | -0.13% | -5.42% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.89% | -0.03% | +3.97% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.86% | -0.24% | +3.69% | |
| 31 | EPD | Enterprise Products Partners | 股票-能源 | 0.85% | -0.16% | +0.95% | |
| 32 | CCI | Crown Castle Inc | 股票-房地产 | 0.85% | -0.12% | -1.19% | |
| 33 | O | Realty Income CORP | 股票-房地产 | 0.82% | -0.11% | +5.14% | |
| 34 | C | Citigroup Inc | 股票-金融 | 0.80% | +0.10% | +7.41% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.73% | -0.15% | -0.30% | |
| 36 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.67% | -0.05% | -2.50% | |
| 37 | PSA | Public Storage | 股票-房地产 | 0.67% | +0.01% | +13.54% | |
| 38 | ARE | Alexandria Real Estate Equit | 股票-房地产 | 0.67% | — | — | |
| 39 | SO | Southern Co/the | 股票-公用事业 | 0.65% | -0.09% | -1.86% | |
| 40 | ETR | Entergy CORP | 股票-公用事业 | 0.61% | -0.13% | +6.38% | |
| 41 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.60% | -0.07% | +5.18% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.59% | -0.01% | -1.33% | |
| 43 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.58% | -0.07% | -0.49% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.57% | -0.08% | +19.07% | |
| 45 | FISV | Fiserv Inc | 股票-其他 | 0.55% | — | +9.22% | |
| 46 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.53% | — | -4.92% | |
| 47 | T | At&t Inc | 股票-通信服务 | 0.48% | -0.28% | +3.55% | |
| 48 | NY4B | Clearway Energy Inc-a | 股票-其他 | 0.43% | -0.66% | EXIT | |
| 49 | AES | Aes CORP | 股票-公用事业 | 0.43% | — | -10.56% | |
| 50 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.39% | -0.04% | -6.26% |
根据 SEC 官方 Form 13F 申报备案，Edgemoor Investment Advisors, Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$14.7亿，共申报了 161 个公开持股仓位。
在 Q2 2024 季度，Edgemoor Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：MSFT (9.4%)、AAPL (7.5%)、BRK-B (6.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.4% 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。
在 Q2 2024 季度中，Edgemoor Investment Advisors, Inc. 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。