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: 0001690717
申报总市值
US$2.3亿
US$2.3亿
164 檔
19.6%
在 Q3 2024 的 13F 官方备案中，ELCO Management Co., LLC 管理的美股投资组合规模来到 US$2.3亿，整体持股档数为 164 档。
在 Q3 2024，ELCO Management Co., LLC 操作展现出积极扩展与加仓意向。本季共新建仓 16 个新仓位，并对 14 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，ELCO Management Co., LLC 的前 5 大核心持股（包含 , WMB, 等）合计占整体申报市值的 19.6%，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 | ✓ | 股票-其他 | 5.44% | — | +0.37% | ||
| 2 | WMB | Williams Cos Inc | 股票-能源 | 5.21% | -0.52% | -0.17% | |
| 3 | ✓ | 股票-其他 | 4.87% | — | -0.48% | ||
| 4 | ✓ | 股票-其他 | 4.81% | — | +0.29% | ||
| 5 | AAPL | Apple Inc | 股票-科技 | 4.16% | +0.08% | -0.68% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.17% | +0.16% | -0.31% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.16% | -0.11% | |
| 8 | ✓ | 股票-其他 | 2.64% | — | -0.45% | ||
| 9 | ✓ | 股票-其他 | 2.41% | — | +0.06% | ||
| 10 | HXL | Hexcel CORP | 股票-工业 | 2.35% | +0.25% | -0.03% | |
| 11 | ✓ | 股票-其他 | 2.22% | — | +1.92% | ||
| 12 | ✓ | 股票-其他 | 1.92% | — | — | ||
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.84% | -0.04% | -0.43% | |
| 14 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 1.53% | -0.04% | +0.13% | |
| 15 | ✓ | 股票-其他 | 1.36% | — | -2.25% | ||
| 16 | GEL | Genesis Energy L.p. | 股票-其他 | 1.36% | -0.42% | -0.02% | |
| 17 | ✓ | 股票-其他 | 1.29% | — | +14.41% | ||
| 18 | ✓ | 股票-其他 | 1.29% | — | +0.93% | ||
| 19 | HUBB | Hubbell Inc | 股票-工业 | 1.19% | -0.05% | -0.04% | |
| 20 | WES | Western Midstream Partners L | 股票-能源 | 1.16% | -0.06% | -0.02% | |
| 21 | OKE | Oneok Inc | 股票-能源 | 1.15% | -0.07% | +0.01% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.14% | -0.15% | — | |
| 23 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.14% | -0.24% | -5.19% | |
| 24 | HON | Honeywell International Inc | 股票-工业 | 1.01% | -0.83% | EXIT | |
| 25 | ✓ | 股票-其他 | 0.96% | — | -0.33% | ||
| 26 | EPD | Enterprise Products Partners | 股票-能源 | 0.91% | -0.07% | -0.01% | |
| 27 | ✓ | 股票-其他 | 0.90% | — | -0.05% | ||
| 28 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.87% | +0.61% | +24.23% | |
| 29 | ✓ | 股票-其他 | 0.86% | — | -0.34% | ||
| 30 | ✓ | 股票-其他 | 0.85% | — | +68.91% | ||
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | -0.05% | -0.22% | |
| 32 | ILMN | Illumina Inc | 股票-医疗保健 | 0.78% | +0.11% | -0.93% | |
| 33 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.76% | -0.02% | — | |
| 34 | ✓ | 股票-其他 | 0.75% | — | -9.92% | ||
| 35 | ✓ | 股票-其他 | 0.70% | — | -0.00% | ||
| 36 | ✓ | 股票-其他 | 0.64% | — | +7.81% | ||
| 37 | ✓ | 股票-其他 | 0.62% | — | -1.29% | ||
| 38 | ✓ | Firstsun Cap Bancorp | 股票-其他 | 0.62% | — | — | |
| 39 | PFE | Pfizer Inc | 股票-医疗保健 | 0.60% | -0.09% | -3.73% | |
| 40 | ✓ | 股票-其他 | 0.57% | — | — | ||
| 41 | ✓ | 股票-其他 | 0.56% | — | -3.48% | ||
| 42 | BA | Boeing Co/the | 股票-工业 | 0.55% | +0.02% | -2.21% | |
| 43 | CNM | Core & Main Inc-class A | 股票-工业 | 0.55% | -0.06% | +31.51% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.54% | -0.06% | -0.58% | |
| 45 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.53% | +0.01% | -0.53% | |
| 46 | ✓ | 股票-其他 | 0.50% | — | +38.80% | ||
| 47 | SWIM | Latham Group Inc | 股票-其他 | 0.50% | +0.07% | +39.31% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | -0.10% | — | |
| 49 | ✓ | 股票-其他 | 0.48% | — | — | ||
| 50 | ✓ | 股票-其他 | 0.47% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FSUN | Firstsun Capital Bancorp | +0.6% | NEW | 新建仓 |
| 2 | AMTB | Amerant Bancorp Inc | +0.4% | NEW | 新建仓 |
| 3 | SWIM | Latham Group Inc | +0.3% | +39.31% | 加仓 |
| 4 | VST | Vistra CORP | +0.3% | NEW | 新建仓 |
| 5 | EQT | Eqt CORP | +0.3% | — | 加仓 |
| 6 | TRGP | Targa Resources CORP | +0.3% | — | 减仓 |
| 7 | PNW | Pinnacle West Capital Corporation | +0.3% | NEW | 新建仓 |
| 8 | CLMT | Calumet Inc | +0.2% | NEW | 新建仓 |
| 9 | FRST | Primis Financial CORP | +0.2% | — | 加仓 |
| 10 | 0E41 | Enlink Midstream LLC | +0.2% | NEW | 新建仓 |
| 11 | CIVB | Civista Bancshares Inc | +0.2% | NEW | 新建仓 |
| 12 | HD | Home Depot Inc | +0.2% | -0.43% | 减仓 |
| 13 | SCHB | Schwab US Broad Market ETF | +0.2% | +24.23% | 加仓 |
| 14 | MOFG | Midwestone Financial Group I | +0.2% | NEW | 新建仓 |
| 15 | WMS | Advanced Drainage Systems In | +0.2% | NEW | 新建仓 |
| 16 | DFAU | Dimensional US Core Equity M | +0.1% | — | 加仓 |
| 17 | AOS | Smith (a.o.) CORP | +0.1% | NEW | 新建仓 |
| 18 | NEE | Nextera Energy Inc | +0.1% | — | 加仓 |
| 19 | CWEN | Clearway Energy Inc-c | +0.1% | NEW | 新建仓 |
| 20 | HRMY | Harmony Biosciences Holdings | +0.1% | NEW | 新建仓 |
| 21 | LMT | Lockheed Martin CORP | +0.1% | NEW | 新建仓 |
| 22 | ABBV | Abbvie Inc | +0.1% | — | 不变 |
| 23 | VBNK | Versabank | +0.1% | — | 加仓 |
| 24 | BCAL | California Bancorp | +0.1% | — | 加仓 |
| 25 | AXP | American Express Co | +0.1% | NEW | 新建仓 |
| 26 | DE | Deere & Co | +0.1% | NEW | 新建仓 |
| 27 | FAST | Fastenal Co | +0.1% | NEW | 新建仓 |
| 28 | ILMN | Illumina Inc | +0.1% | -0.93% | 减仓 |
| 29 | HUBB | Hubbell Inc | +0.1% | -0.04% | 减仓 |
| 30 | RTX | Rtx CORP | +0.1% | — | 减仓 |
| 31 | CARR | Carrier Global CORP | +0.1% | — | 减仓 |
| 32 | PFS | Provident Financial Services | +0.1% | — | 减仓 |
| 33 | AAPL | Apple Inc | +0.1% | -0.68% | 减仓 |
| 34 | NVDA | Nvidia CORP | +0.1% | — | 加仓 |
| 35 | OKE | Oneok Inc | 0% | +0.01% | 加仓 |
| 36 | MPLX | Mplx LP | 0% | — | 加仓 |
| 37 | WMB | Williams Cos Inc | 0% | -0.17% | 减仓 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | 加仓 |
| 39 | NPWR | Net Power Inc | -0.1% | EXIT | 清仓 |
| 40 | CWCO | Consolidated Water Co. Ltd. | -0.1% | EXIT | 清仓 |
| 41 | ✓ | California Bancorp Inc | -0.1% | EXIT | 清仓 |
| 42 | BA | Boeing Co/the | -0.2% | -2.21% | 减仓 |
| 43 | AES | Aes CORP | -0.2% | EXIT | 清仓 |
| 44 | NEXT | Nextdecade CORP | -0.2% | — | 加仓 |
| 45 | LNG | Cheniere Energy Inc | -0.2% | — | 加仓 |
| 46 | ETRNUSD | Equitrans Midstream CORP | -0.3% | EXIT | 清仓 |
| 47 | GTLS | Chart Industries Inc | -0.3% | — | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.4% | -0.11% | 减仓 |
| 49 | AMZN | Amazon.com Inc | -0.4% | -0.31% | 减仓 |
| 50 | GOOG | Alphabet Inc-cl C | -0.5% | — | 减仓 |
根据 SEC 官方 Form 13F 申报备案，ELCO Management Co., LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.3亿，共申报了 164 个公开持股仓位。
在 Q3 2024 季度，ELCO Management Co., LLC 按市值排列的前三大核心持股分别为： (5.4%)、WMB (5.2%)、 (4.9%)。其中最大持股仓位 占据整体投资组合约 5.4% 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。
本季最大新建仓标的
FSUN
市值: US$115.5万
本季最大获利了结 / 清仓标的
ETRNUSD
前期市值: US$46.3万
在 Q3 2024 季度中，ELCO Management Co., LLC 共进行了 49 项持仓异动，包含新建仓 16 个仓位、加仓 14 个仓位、减仓 14 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 FSUN。 本季清仓仓位包含 ETRNUSD。
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。