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: 0001640951
申报总市值
US$17.9亿
US$17.9亿
103 檔
20.6%
Empire Life Investments Inc. 在 Q4 2024 季度的美股仓位总计估值为 US$17.9亿，分散于 103 个持仓标的之中，反映其市场参与广度与投资规模。
Empire Life Investments Inc. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 15 档持股的同时，亦同步清仓 5 档并减仓 18 档标的。
在资产配置集中度方面，Empire Life Investments Inc. 的前 5 大核心持股（包含 MSFT, VOO, AMZN 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 | 6.87% | -0.48% | -3.78% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.87% | +0.16% | +2.69% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.78% | -0.15% | +12.34% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.47% | +0.33% | +8.15% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.17% | -0.13% | -12.24% | |
| 6 | PNC | Pnc Financial Services Group | 股票-金融 | 2.80% | +0.11% | -5.51% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.19% | -0.03% | +32.58% | |
| 8 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.19% | +0.19% | -2.25% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.15% | -0.11% | -4.96% | |
| 10 | FISV | Fiserv Inc | 股票-其他 | 2.11% | — | -13.73% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.08% | — | +4.70% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.03% | -0.26% | -17.48% | |
| 13 | TYL | Tyler Technologies Inc | 股票-科技 | 1.98% | -0.22% | -8.27% | |
| 14 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.93% | -0.34% | -26.62% | |
| 15 | NEM | Newmont CORP | 股票-原材料 | 1.92% | -0.41% | -5.34% | |
| 16 | NOC | Northrop Grumman CORP | 股票-工业 | 1.87% | -0.14% | -6.43% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.76% | +0.03% | -5.80% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.75% | -0.20% | -7.64% | |
| 19 | AME | Ametek Inc | 股票-工业 | 1.75% | -0.04% | +16.33% | |
| 20 | EOG | Eog Resources Inc | 股票-能源 | 1.71% | -0.30% | -6.29% | |
| 21 | MSI | Motorola Solutions Inc | 股票-科技 | 1.70% | -0.11% | +3.73% | |
| 22 | VST | Vistra CORP | 股票-公用事业 | 1.70% | -0.16% | +0.87% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.61% | +0.12% | +5.05% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.53% | — | -5.78% | |
| 25 | URTH | Ishares Msci World ETF | ETF-其他 | 1.45% | -0.05% | +38.99% | |
| 26 | TDW | Tidewater Inc | 股票-能源 | 1.31% | -0.62% | +29.61% | |
| 27 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.30% | -0.14% | -5.56% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 1.28% | +1.15% | +917.55% | |
| 29 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.23% | — | +3.24% | |
| 30 | CME | Cme Group Inc | 股票-金融 | 1.23% | -0.49% | +5.33% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.22% | -0.23% | -12.61% | |
| 32 | AZO | Autozone Inc | 股票-周期性消费 | 1.22% | -0.34% | +31.86% | |
| 33 | MO | Altria Group Inc | 股票-非周期性消费 | 1.21% | -0.02% | -15.06% | |
| 34 | WSC | Willscot Holdings CORP | 股票-工业 | 1.19% | +0.65% | NEW | |
| 35 | FIS | Fidelity National Info Serv | 股票-科技 | 1.13% | — | -5.96% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.13% | — | -22.03% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 1.12% | — | +23.73% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.07% | — | +3.56% | |
| 39 | AEE | Ameren Corporation | 股票-公用事业 | 1.03% | -0.10% | -5.58% | |
| 40 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.01% | — | -5.33% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.89% | +0.14% | -5.23% | |
| 42 | VNT | Vontier CORP | 股票-科技 | 0.88% | — | -6.34% | |
| 43 | ROP | Roper Technologies Inc | 股票-科技 | 0.87% | -0.15% | -6.90% | |
| 44 | EXK | Exact Sciences CORP | 股票-原材料 | 0.86% | — | -2.39% | |
| 45 | BTU | Peabody Energy CORP | 股票-能源 | 0.76% | -0.34% | +6.48% | |
| 46 | T | At&t Inc | 股票-通信服务 | 0.76% | -0.31% | -40.52% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.72% | +0.43% | -5.54% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.71% | +0.33% | +11.57% | |
| 49 | BSY | Bentley Systems Inc-class B | 股票-科技 | 0.69% | — | -6.61% | |
| 50 | KEX | Kirby CORP | 股票-工业 | 0.66% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.3% | +12.34% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | +8.15% | 加仓 |
| 3 | AAPL | Apple Inc | +0.7% | +32.58% | 加仓 |
| 4 | KEX | Kirby CORP | +0.7% | NEW | 新建仓 |
| 5 | NVDA | Nvidia CORP | +0.5% | NEW | 新建仓 |
| 6 | JPEF | Jpmorgan Equity Focus ETF | +0.5% | NEW | 新建仓 |
| 7 | URTH | Ishares Msci World ETF | +0.4% | +38.99% | 加仓 |
| 8 | AME | Ametek Inc | +0.4% | +16.33% | 加仓 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.4% | +2.69% | 加仓 |
| 10 | AZO | Autozone Inc | +0.3% | +31.86% | 加仓 |
| 11 | VST | Vistra CORP | +0.3% | +0.87% | 加仓 |
| 12 | JGRO | Jpmorgan Active Growth ETF | +0.3% | NEW | 新建仓 |
| 13 | NOW | Servicenow Inc | +0.2% | NEW | 新建仓 |
| 14 | HUBS | Hubspot Inc | +0.2% | +22.38% | 加仓 |
| 15 | META | Meta Platforms Inc-class A | +0.2% | NEW | 新建仓 |
| 16 | VICI | Vici Properties Inc | +0.2% | NEW | 新建仓 |
| 17 | VONG | Vanguard Russell 1000 Growth | +0.2% | +74.42% | 加仓 |
| 18 | IWY | Ishares Russell Top 200 Grow | +0.2% | +145.00% | 加仓 |
| 19 | LIN | Linde plc | +0.2% | NEW | 新建仓 |
| 20 | KO | Coca-cola Co/the | +0.2% | NEW | 新建仓 |
| 21 | ISRG | Intuitive Surgical Inc | +0.2% | NEW | 新建仓 |
| 22 | HBAN | Huntington Bancshares Inc | +0.2% | NEW | 新建仓 |
| 23 | TSLA | Tesla Inc | +0.1% | NEW | 新建仓 |
| 24 | LRCX | Lam Research CORP | -0.1% | +917.55% | 加仓 |
| 25 | MRK | Merck & Co. Inc. | -0.1% | +4.70% | 加仓 |
| 26 | BTU | Peabody Energy CORP | -0.1% | +6.48% | 加仓 |
| 27 | TYL | Tyler Technologies Inc | -0.1% | -8.27% | 减仓 |
| 28 | MO | Altria Group Inc | -0.1% | -15.06% | 减仓 |
| 29 | UNH | Unitedhealth Group Inc | -0.1% | -16.73% | 减仓 |
| 30 | ZTS | Zoetis Inc | -0.2% | +3.24% | 加仓 |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | EXIT | 清仓 |
| 32 | EXK | Exact Sciences CORP | -0.2% | -2.39% | 减仓 |
| 33 | VLO | Valero Energy CORP | -0.2% | -24.95% | 减仓 |
| 34 | VLTO | Veralto CORP | -0.2% | -97.83% | 减仓 |
| 35 | STZ | Constellation Brands Inc-a | -0.2% | -5.33% | 减仓 |
| 36 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | EXIT | 清仓 |
| 37 | MSFT | Microsoft CORP | -0.2% | -3.78% | 减仓 |
| 38 | TDVG | T Rowe Price Dividend Growth | -0.3% | EXIT | 清仓 |
| 39 | TJX | Tjx Companies Inc | -0.3% | -17.48% | 减仓 |
| 40 | NOC | Northrop Grumman CORP | -0.3% | -6.43% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.3% | -7.64% | 减仓 |
| 42 | VZ | Verizon Communications Inc | -0.4% | -33.29% | 减仓 |
| 43 | RRX | Regal Rexnord CORP | -0.4% | -33.73% | 减仓 |
| 44 | ADP | Automatic Data Processing | -0.4% | EXIT | 清仓 |
| 45 | CMCSA | Comcast Corp-class A | -0.4% | -22.03% | 减仓 |
| 46 | T | At&t Inc | -0.4% | -40.52% | 减仓 |
| 47 | ROST | Ross Stores Inc | -0.6% | -26.62% | 减仓 |
| 48 | GNTX | Gentex CORP | -0.7% | EXIT | 清仓 |
| 49 | ELV | Elevance Health Inc | -0.9% | -2.25% | 减仓 |
| 50 | NEM | Newmont CORP | -0.9% | -5.34% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Empire Life Investments Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$17.9亿，共申报了 103 个公开持股仓位。
在 Q4 2024 季度，Empire Life Investments Inc. 按市值排列的前三大核心持股分别为：MSFT (6.9%)、VOO (4.9%)、AMZN (4.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.9% 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
KEX
市值: US$1044.2万
本季最大获利了结 / 清仓标的
GNTX
前期市值: US$1122.6万
在 Q4 2024 季度中，Empire Life Investments Inc. 共进行了 50 项持仓异动，包含新建仓 12 个仓位、加仓 15 个仓位、减仓 18 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 KEX。 本季清仓仓位包含 GNTX。
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。