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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000887818
申报总市值
US$106.4亿
US$106.4亿
172 檔
23.3%
在 Q4 2024 的 13F 官方备案中，Factory Mutual Insurance Co 管理的美股投资组合规模来到 US$106.4亿，整体持股档数为 172 档。
在 Q4 2024，Factory Mutual Insurance Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Factory Mutual Insurance Co 的前 5 大核心持股（包含 IXUS, AGG, AAPL 等）合计占整体申报市值的 23.3%，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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 6.15% | +0.47% | NEW | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.08% | +0.70% | -14.10% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.24% | -0.19% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.03% | -0.81% | -1.06% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.32% | -0.37% | -4.31% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.41% | +0.13% | -1.25% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.35% | -0.12% | -4.97% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.26% | -0.05% | -13.11% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.09% | -0.34% | -5.86% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.01% | — | -14.06% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.85% | -0.30% | — | |
| 12 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.58% | -0.23% | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.13% | -4.34% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.41% | +0.01% | +3.13% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | -0.17% | — | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | -0.01% | -7.58% | |
| 17 | TSLA | Tesla Inc | 股票-周期性消费 | 1.18% | -0.07% | +16.52% | |
| 18 | XLB | Ss Materials Select Sector | ETF-其他 | 1.02% | +0.45% | NEW | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.01% | +0.22% | -17.03% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.94% | -0.04% | — | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.86% | -0.26% | — | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.85% | -0.83% | — | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.67% | — | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | -0.21% | — | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.77% | — | -30.00% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | +0.07% | -6.31% | |
| 27 | NOW | Servicenow Inc | 股票-科技 | 0.74% | -0.10% | -17.33% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | -0.11% | — | |
| 29 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 0.72% | +1.84% | — | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.70% | — | — | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.69% | +0.01% | -22.34% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.69% | -0.07% | — | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.66% | -0.24% | — | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.61% | +0.05% | -20.27% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.60% | -0.04% | — | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | -0.07% | — | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.59% | +0.62% | +25.34% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.58% | -0.04% | +25.18% | |
| 39 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.57% | +0.04% | +19.15% | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.55% | -0.13% | -13.06% | |
| 41 | LCTD | Ishares World Ex U.s. Carbon | ETF-其他 | 0.54% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | — | +25.93% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | -0.06% | +16.60% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.53% | -0.02% | — | |
| 45 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.52% | -0.05% | -30.95% | |
| 46 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.52% | -0.18% | — | |
| 47 | DHR | Danaher CORP | 股票-医疗保健 | 0.51% | +0.03% | — | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.51% | -0.03% | — | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.51% | -0.05% | — | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.50% | -0.14% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | — | 不变 |
| 2 | TSLA | Tesla Inc | +0.6% | +16.52% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | -1.25% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.5% | -4.97% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | -4.31% | 减仓 |
| 6 | AVGO | Broadcom Inc | +0.4% | -13.11% | 减仓 |
| 7 | INTU | Intuit Inc | +0.4% | NEW | 新建仓 |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 9 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 10 | WFC | Wells Fargo & Co | +0.2% | +16.60% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -4.34% | 减仓 |
| 12 | CDNS | Cadence Design Sys Inc | +0.2% | +19.15% | 加仓 |
| 13 | IDXX | Idexx Laboratories Inc | +0.2% | NEW | 新建仓 |
| 14 | DDOG | Datadog Inc - Class A | +0.2% | +103.76% | 加仓 |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +7.48% | 加仓 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +25.93% | 加仓 |
| 17 | WELL | Welltower Inc | +0.1% | +52.65% | 加仓 |
| 18 | NXPI | NXP Semiconductors N.V. | +0.1% | +109.52% | 加仓 |
| 19 | DXCM | Dexcom Inc | +0.1% | +19.15% | 加仓 |
| 20 | WMT | Walmart Inc | +0.1% | — | 不变 |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +18.44% | 加仓 |
| 22 | MSFT | Microsoft CORP | +0.1% | -1.06% | 减仓 |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | 不变 |
| 24 | JNJ | Johnson & Johnson | -0.1% | — | 不变 |
| 25 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | 不变 |
| 26 | DHR | Danaher CORP | -0.1% | — | 不变 |
| 27 | FISV | Fiserv Inc | -0.1% | -32.61% | 减仓 |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | — | 不变 |
| 29 | PEP | Pepsico Inc | -0.1% | -38.65% | 减仓 |
| 30 | ORCL | Oracle CORP | -0.1% | -39.46% | 减仓 |
| 31 | XLB | Ss Materials Select Sector | -0.1% | — | 不变 |
| 32 | HON | Honeywell International Inc | -0.1% | -31.11% | 减仓 |
| 33 | ETN | Eaton Corporation plc | -0.1% | -20.27% | 减仓 |
| 34 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清仓 |
| 35 | LLY | Eli Lilly & Co | -0.1% | -6.31% | 减仓 |
| 36 | OTIS | Otis Worldwide CORP | -0.1% | -46.39% | 减仓 |
| 37 | XLE | Ss Energy Select Sector | -0.1% | -36.90% | 减仓 |
| 38 | AMGN | Amgen Inc | -0.1% | -32.36% | 减仓 |
| 39 | XLK | Ss Technology Select Sector | -0.2% | -14.06% | 减仓 |
| 40 | TMUS | T-mobile US Inc | -0.2% | -30.95% | 减仓 |
| 41 | LOW | Lowe's Cos Inc | -0.2% | -49.34% | 减仓 |
| 42 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清仓 |
| 43 | SBUX | Starbucks CORP | -0.2% | -62.46% | 减仓 |
| 44 | CCI | Crown Castle Inc | -0.2% | EXIT | 清仓 |
| 45 | 6D8 | Dupont De Nemours Inc | -0.2% | EXIT | 清仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -17.03% | 减仓 |
| 47 | IEMG | Ishares Core Msci Emerging | -0.4% | -30.00% | 减仓 |
| 48 | VGK | Vanguard Ftse Europe ETF | -0.6% | EXIT | 清仓 |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | -0.6% | -92.25% | 减仓 |
| 50 | AGG | Ishares Core U.s. Aggregate | -1% | -14.10% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Factory Mutual Insurance Co 在 Q4 2024 季度的美股持仓总市值约为 US$106.4亿，共申报了 172 个公开持股仓位。
在 Q4 2024 季度，Factory Mutual Insurance Co 按市值排列的前三大核心持股分别为：IXUS (6.2%)、AGG (6.1%)、AAPL (5.2%)。其中最大持股仓位 IXUS 占据整体投资组合约 6.2% 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。
本季最大新建仓标的
INTU
市值: US$3324.8万
本季最大获利了结 / 清仓标的
VGK
前期市值: US$5609.8万
在 Q4 2024 季度中，Factory Mutual Insurance Co 共进行了 42 项持仓异动，包含新建仓 4 个仓位、加仓 10 个仓位、减仓 23 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 INTU。 本季清仓仓位包含 VGK。
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。