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: 0001535061
申报总市值
US$33.7亿
US$33.7亿
829 檔
3.8%
在 Q4 2024 的 13F 官方备案中，Edgestream Partners, L.P. 管理的美股投资组合规模来到 US$33.7亿，整体持股档数为 829 档。
Edgestream Partners, L.P. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 14 个全新仓位及加仓 10 档持股的同时，亦同步清仓 18 档并减仓 8 档标的。
在资产配置集中度方面，Edgestream Partners, L.P. 的前 5 大核心持股（包含 SPY, AAPL, MSFT 等）合计占整体申报市值的 3.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 829 只）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.58% | +0.52% | -8.93% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 1.33% | -0.18% | EXIT | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | -0.28% | +8.12% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | +0.04% | -42.85% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | +0.01% | NEW | |
| 6 | NFLX | Netflix Inc | 股票-通信服务 | 0.61% | +0.01% | +85.18% | |
| 7 | LIN | Linde plc | 股票-原材料 | 0.46% | — | +18.08% | |
| 8 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.44% | -0.07% | +39.36% | |
| 9 | TRGP | Targa Resources CORP | 股票-能源 | 0.44% | +0.14% | +14.87% | |
| 10 | ARES | Ares Management CORP - A | 股票-金融 | 0.42% | — | +16.88% | |
| 11 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.42% | — | — | |
| 12 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.42% | +0.17% | +24.51% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.42% | +0.02% | +1851.06% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 0.42% | +0.21% | — | |
| 15 | UNM | Unum Group | 股票-金融 | 0.41% | +0.08% | NEW | |
| 16 | BMRN | Biomarin Pharmaceutical Inc | 股票-医疗保健 | 0.41% | +0.11% | +407.65% | |
| 17 | FOXA | Fox CORP - Class A | 股票-通信服务 | 0.40% | -0.23% | EXIT | |
| 18 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.40% | -0.14% | — | |
| 19 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.40% | -0.19% | +441.77% | |
| 20 | TPR | Tapestry Inc | 股票-周期性消费 | 0.39% | -0.06% | +52.58% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | +0.16% | +288.85% | |
| 22 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.38% | +0.02% | +2265.00% | |
| 23 | LSTR | Landstar System Inc | 股票-工业 | 0.38% | — | +22.94% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.38% | -0.11% | +65.20% | |
| 25 | FSS | Federal Signal CORP | 股票-工业 | 0.37% | -0.21% | EXIT | |
| 26 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 0.37% | -0.12% | EXIT | |
| 27 | NOVT | Novanta Inc | 股票-其他 | 0.37% | — | — | |
| 28 | NI | Nisource Inc | 股票-公用事业 | 0.37% | +0.06% | — | |
| 29 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.37% | — | — | |
| 30 | IRM | Iron Mountain Inc | 股票-房地产 | 0.37% | — | +244.24% | |
| 31 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.36% | +0.17% | +2641.71% | |
| 32 | VRRM | Verra Mobility CORP | 股票-其他 | 0.35% | -0.34% | +35.26% | |
| 33 | SCCO | Southern Copper CORP | 股票-原材料 | 0.35% | — | +130.01% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | -0.10% | EXIT | |
| 35 | EIX | Edison International | 股票-公用事业 | 0.34% | +0.01% | NEW | |
| 36 | TCBI | Texas Capital Bancshares Inc | 股票-金融 | 0.34% | -0.18% | +149.02% | |
| 37 | CRC | California Resources CORP | 股票-能源 | 0.34% | +0.39% | NEW | |
| 38 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.34% | +0.08% | NEW | |
| 39 | SHOO | Steven Madden LTD | 股票-其他 | 0.33% | +0.07% | NEW | |
| 40 | QTWO | Q2 Holdings Inc | 股票-科技 | 0.33% | — | +0.68% | |
| 41 | ROP | Roper Technologies Inc | 股票-科技 | 0.33% | -0.29% | +513.53% | |
| 42 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.33% | -0.34% | +336.44% | |
| 43 | EVR | Evercore Inc - A | 股票-金融 | 0.33% | — | — | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.33% | +0.03% | +18.77% | |
| 45 | KIM | Kimco Realty CORP | 股票-房地产 | 0.33% | -0.10% | EXIT | |
| 46 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.32% | -0.30% | EXIT | |
| 47 | CSW | Csw Industrials Inc | 股票-工业 | 0.32% | — | — | |
| 48 | SON | Sonoco Products Co | 股票-周期性消费 | 0.32% | — | +422.18% | |
| 49 | BC | Brunswick CORP | 股票-周期性消费 | 0.32% | +0.02% | NEW | |
| 50 | BCPC | Balchem CORP | 股票-原材料 | 0.32% | +0.06% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +54.72% | 加仓 |
| 2 | KDP | Keurig Dr Pepper Inc | +0.4% | NEW | 新建仓 |
| 3 | AMGN | Amgen Inc | +0.4% | NEW | 新建仓 |
| 4 | UNM | Unum Group | +0.4% | NEW | 新建仓 |
| 5 | AOS | Smith (a.o.) CORP | +0.4% | NEW | 新建仓 |
| 6 | ORLY | O'reilly Automotive Inc | +0.4% | +1851.06% | 加仓 |
| 7 | NOVT | Novanta Inc | +0.4% | NEW | 新建仓 |
| 8 | NI | Nisource Inc | +0.4% | NEW | 新建仓 |
| 9 | MPWR | Monolithic Power Systems Inc | +0.4% | NEW | 新建仓 |
| 10 | ELV | Elevance Health Inc | +0.4% | +2265.00% | 加仓 |
| 11 | NFLX | Netflix Inc | +0.3% | +85.18% | 加仓 |
| 12 | FCX | Freeport-mcmoran Inc | +0.3% | +2641.71% | 加仓 |
| 13 | CRC | California Resources CORP | +0.3% | NEW | 新建仓 |
| 14 | MAR | Marriott International -cl A | +0.3% | +441.77% | 加仓 |
| 15 | EVR | Evercore Inc - A | +0.3% | NEW | 新建仓 |
| 16 | CSW | Csw Industrials Inc | +0.3% | NEW | 新建仓 |
| 17 | BMRN | Biomarin Pharmaceutical Inc | +0.3% | +407.65% | 加仓 |
| 18 | BC | Brunswick CORP | +0.3% | NEW | 新建仓 |
| 19 | FSS | Federal Signal CORP | +0.3% | +481.12% | 加仓 |
| 20 | ACT | Enact Holdings Inc | +0.3% | NEW | 新建仓 |
| 21 | OPCH | Option Care Health Inc | +0.3% | NEW | 新建仓 |
| 22 | IDXX | Idexx Laboratories Inc | +0.3% | +1388.52% | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.3% | +288.85% | 加仓 |
| 24 | BA | Boeing Co/the | +0.3% | NEW | 新建仓 |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | EXIT | 清仓 |
| 26 | CMC | Commercial Metals Co | -0.3% | EXIT | 清仓 |
| 27 | CBZ | Cbiz Inc | -0.3% | EXIT | 清仓 |
| 28 | ODFL | Old Dominion Freight Line | -0.3% | -87.89% | 减仓 |
| 29 | VVV | Valvoline Inc | -0.3% | EXIT | 清仓 |
| 30 | SO | Southern Co/the | -0.3% | -91.83% | 减仓 |
| 31 | GOLF | Acushnet Holdings CORP | -0.3% | EXIT | 清仓 |
| 32 | HUBS | Hubspot Inc | -0.3% | EXIT | 清仓 |
| 33 | ABBV | Abbvie Inc | -0.3% | -71.69% | 减仓 |
| 34 | WTM | White Mountains Insurance Group, Ltd. | -0.3% | EXIT | 清仓 |
| 35 | CHRD | Chord Energy CORP | -0.3% | EXIT | 清仓 |
| 36 | IBP | Installed Building Products | -0.3% | EXIT | 清仓 |
| 37 | MTDR | Matador Resources Co | -0.4% | EXIT | 清仓 |
| 38 | ESAB | Esab CORP | -0.4% | EXIT | 清仓 |
| 39 | RS | Reliance Inc | -0.4% | EXIT | 清仓 |
| 40 | TDG | Transdigm Group Inc | -0.4% | -93.01% | 减仓 |
| 41 | HCA | Hca Healthcare Inc | -0.4% | EXIT | 清仓 |
| 42 | MKL | Markel Group Inc | -0.4% | EXIT | 清仓 |
| 43 | NVDA | Nvidia CORP | -0.4% | -89.35% | 减仓 |
| 44 | HAS | Hasbro Inc | -0.4% | EXIT | 清仓 |
| 45 | EVRG | Evergy Inc | -0.4% | EXIT | 清仓 |
| 46 | ADP | Automatic Data Processing | -0.4% | -94.76% | 减仓 |
| 47 | SHW | Sherwin-williams Co/the | -0.4% | -91.92% | 减仓 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | -42.85% | 减仓 |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -0.7% | EXIT | 清仓 |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -1.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Edgestream Partners, L.P. 在 Q4 2024 季度的美股持仓总市值约为 US$33.7亿，共申报了 829 个公开持股仓位。
在 Q4 2024 季度，Edgestream Partners, L.P. 按市值排列的前三大核心持股分别为：SPY (1.6%)、AAPL (1.3%)、MSFT (1.0%)。其中最大持股仓位 SPY 占据整体投资组合约 1.6% 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
KDP
市值: US$993.3万
本季最大获利了结 / 清仓标的
HYG
前期市值: US$3088.0万
在 Q4 2024 季度中，Edgestream Partners, L.P. 共进行了 50 项持仓异动，包含新建仓 14 个仓位、加仓 10 个仓位、减仓 8 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 KDP。 本季清仓仓位包含 HYG。
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。