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: 0001971875
申报总市值
US$2.5亿
US$2.5亿
199 檔
20.6%
Q2 2024 季度申报显示，Empire Financial Management Company, LLC 披露的美股组合总市值为 US$2.5亿，涵盖 199 个不同之权益投资仓位。
在 Q2 2024 期间，Empire Financial Management Company, LLC 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，Empire Financial Management Company, LLC 的前 5 大核心持股（包含 MSFT, DSTL, AAPL 等）合计占整体申报市值的 20.6%，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 | MSFT | Microsoft CORP | 股票-科技 | 4.35% | -0.85% | -2.21% | |
| 2 | DSTL | Distillate US Fundamental St | ETF-其他 | 4.05% | +2.78% | -9.49% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.30% | -1.55% | +2.58% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.85% | -2.48% | -0.13% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.63% | +0.87% | +1.63% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.15% | -2.14% | -1.03% | |
| 7 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.95% | +1.16% | -9.99% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 1.89% | -0.07% | +14.82% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.68% | +0.82% | -4.19% | |
| 10 | GCOW | Pacer Global Cash Cows Divid | ETF-其他 | 1.33% | +0.76% | -2.63% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.32% | -0.57% | EXIT | |
| 12 | FDIV | Marketdsk Focused US Dvd ETF | ETF-其他 | 1.30% | +1.19% | +4.21% | |
| 13 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.29% | -1.09% | EXIT | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.29% | +0.99% | +4.93% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | +0.37% | -7.24% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.19% | -0.79% | -0.22% | |
| 17 | RTX | Rtx CORP | 股票-工业 | 1.19% | -0.24% | +5.71% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | +1.03% | -1.70% | |
| 19 | CEG | Constellation Energy | 股票-公用事业 | 1.15% | -1.08% | EXIT | |
| 20 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 1.12% | +1.16% | +0.59% | |
| 21 | DSTX | Distillate International Fun | ETF-其他 | 1.12% | +0.77% | -11.79% | |
| 22 | JHSC | John Hancock Multi Small Cap | ETF-中小型股 | 1.11% | +0.78% | -9.29% | |
| 23 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.08% | +0.79% | +4.04% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.07% | — | -4.09% | |
| 25 | HGER | Harbor Commodity All Weather | ETF-避险与商品 | 1.04% | +0.71% | +19.26% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | -0.60% | EXIT | |
| 27 | LMT | Lockheed Martin CORP | 股票-工业 | 1.02% | +0.11% | +3.27% | |
| 28 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.01% | -0.76% | EXIT | |
| 29 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.98% | +0.67% | +4.65% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.94% | -0.40% | EXIT | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | +0.76% | +942.04% | |
| 32 | PFE | Pfizer Inc | 股票-医疗保健 | 0.87% | -0.37% | EXIT | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.86% | +0.49% | +23.07% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 0.83% | +0.67% | +9.55% | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.82% | +1.20% | +4.00% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | -1.41% | EXIT | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.78% | — | +291.95% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.77% | — | +11.93% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | +0.69% | -5.53% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.74% | -0.45% | EXIT | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | -0.61% | -8.53% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.70% | +0.08% | NEW | |
| 43 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.69% | +0.35% | +1.01% | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.69% | -0.04% | -0.57% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.61% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | +0.40% | -1.81% | |
| 47 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.68% | +1.06% | -8.36% | |
| 48 | ETN | Eaton Corporation plc | 股票-工业 | 0.67% | -0.04% | -1.34% | |
| 49 | HON | Honeywell International Inc | 股票-工业 | 0.66% | -2.42% | EXIT | |
| 50 | EXC | Exelon CORP | 股票-公用事业 | 0.66% | -0.63% | EXIT |
根据 SEC 官方 Form 13F 申报备案，Empire Financial Management Company, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$2.5亿，共申报了 199 个公开持股仓位。
在 Q2 2024 季度，Empire Financial Management Company, LLC 按市值排列的前三大核心持股分别为：MSFT (4.3%)、DSTL (4.0%)、AAPL (3.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.3% 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，Empire Financial Management Company, LLC 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。