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
165 檔
25.4%
Q3 2024 季度申报显示，Edgemoor Investment Advisors, Inc. 披露的美股组合总市值为 US$14.7亿，涵盖 165 个不同之权益投资仓位。
在 Q3 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 25.4%，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 | 8.24% | -0.75% | -3.03% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.55% | -0.08% | -2.02% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.48% | -0.57% | -2.19% | |
| 4 | URI | United Rentals Inc | 股票-工业 | 5.35% | +1.35% | -1.33% | |
| 5 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 4.78% | -0.71% | -2.04% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.48% | +0.26% | -1.89% | |
| 7 | LEN | Lennar Corp-a | 股票-周期性消费 | 3.42% | -0.17% | -0.65% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.96% | -0.04% | +1.44% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.71% | +0.23% | +897.07% | |
| 10 | AMAT | Applied Materials Inc | 股票-科技 | 2.68% | +3.22% | +0.33% | |
| 11 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 2.61% | +0.25% | +95.89% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.32% | +0.29% | +1.44% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.31% | -0.09% | +0.22% | |
| 14 | BX | Blackstone Inc | 股票-金融 | 2.05% | -0.14% | -3.29% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | +0.03% | +3.01% | |
| 16 | BLKCHF | Blackrock Inc | 股票-其他 | 1.64% | — | -0.48% | |
| 17 | GD | General Dynamics CORP | 股票-工业 | 1.49% | -0.17% | -1.47% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.45% | -0.02% | +0.70% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | -0.07% | +0.45% | |
| 20 | ARCC | Ares Capital CORP | 股票-金融 | 1.33% | -0.11% | +1.42% | |
| 21 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.26% | -0.75% | -2.71% | |
| 22 | AEP | American Electric Power | 股票-公用事业 | 1.13% | -0.12% | -0.54% | |
| 23 | SPG | Simon Property Group Inc | 股票-房地产 | 1.04% | +0.03% | +2.76% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.01% | -0.09% | +0.67% | |
| 25 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.98% | -0.18% | -0.30% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.97% | +0.40% | +4.29% | |
| 27 | O | Realty Income CORP | 股票-房地产 | 0.95% | -0.11% | +2.68% | |
| 28 | CCI | Crown Castle Inc | 股票-房地产 | 0.94% | -0.12% | -2.24% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.94% | -0.03% | +0.86% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.92% | -0.13% | +2.59% | |
| 31 | SHEL | Shell Plc-adr | 股票-能源 | 0.90% | -0.31% | +2.13% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.88% | -0.24% | +0.63% | |
| 33 | PSA | Public Storage | 股票-房地产 | 0.81% | +0.01% | +3.34% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.80% | -0.15% | -1.55% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.78% | -0.16% | -2.72% | |
| 36 | C | Citigroup Inc | 股票-金融 | 0.77% | +0.10% | +3.98% | |
| 37 | ETR | Entergy CORP | 股票-公用事业 | 0.72% | -0.13% | +2.25% | |
| 38 | SO | Southern Co/the | 股票-公用事业 | 0.70% | -0.09% | -0.49% | |
| 39 | ARE | Alexandria Real Estate Equit | 股票-房地产 | 0.66% | — | +4.13% | |
| 40 | FISV | Fiserv Inc | 股票-其他 | 0.64% | — | +3.24% | |
| 41 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.63% | -0.05% | -2.12% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.62% | -0.08% | +9.65% | |
| 43 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.60% | -0.07% | +0.46% | |
| 44 | T | At&t Inc | 股票-通信服务 | 0.54% | -0.28% | +4.03% | |
| 45 | NY4B | Clearway Energy Inc-a | 股票-其他 | 0.52% | -0.66% | EXIT | |
| 46 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.51% | — | -4.56% | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.50% | -0.01% | -1.75% | |
| 48 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.47% | -0.07% | -7.77% | |
| 49 | AES | Aes CORP | 股票-公用事业 | 0.44% | — | -4.13% | |
| 50 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.39% | -0.04% | -1.82% |
根据 SEC 官方 Form 13F 申报备案，Edgemoor Investment Advisors, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$14.7亿，共申报了 165 个公开持股仓位。
在 Q3 2024 季度，Edgemoor Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：MSFT (8.2%)、AAPL (7.5%)、BRK-B (6.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.2% 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 Q3 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。