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: 0001056288
申报总市值
US$695.5亿
US$695.5亿
2021 檔
4.9%
根据最新整理的 13F 季度数据集，Federated Hermes, Inc. 于 Q1 2024 结束时的管理资产规模为 US$695.5亿。该机构在本季度申报了 2021 档美股持仓，呈现出该时期的主要投资地图。
Federated Hermes, Inc. 在 Q1 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 24 档持股的同时，亦同步清仓 1 档并减仓 22 档标的。
在资产配置集中度方面，Federated Hermes, Inc. 的前 5 大核心持股（包含 MSFT, VZ, PM 等）合计占整体申报市值的 4.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
BZ
市值: US$8522.3万
本季最大获利了结 / 清仓标的
AYXEUR
前期市值: US$9406.6万
仅显示前 200 大持股（共 2021 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 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.40% | -2.83% | |
| 2 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.52% | -0.27% | +0.19% | |
| 3 | PM | Philip Morris International | 股票-非周期性消费 | 1.48% | -0.17% | -4.39% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | +0.13% | +0.97% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.29% | -0.01% | -0.72% | |
| 6 | DUK | Duke Energy CORP | 股票-公用事业 | 1.24% | -0.12% | -3.35% | |
| 7 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.15% | — | -2.24% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.03% | +0.65% | +8.83% | |
| 9 | USB | US Bancorp | 股票-金融 | 0.98% | +0.05% | -0.85% | |
| 10 | SO | Southern Co/the | 股票-公用事业 | 0.97% | -0.03% | -4.61% | |
| 11 | AMGN | Amgen Inc | 股票-医疗保健 | 0.96% | +0.06% | -15.34% | |
| 12 | PFE | Pfizer Inc | 股票-医疗保健 | 0.92% | -0.26% | +8.28% | |
| 13 | WING | Wingstop Inc | 股票-周期性消费 | 0.92% | +0.02% | -1.35% | |
| 14 | AEP | American Electric Power | 股票-公用事业 | 0.92% | -0.04% | -0.79% | |
| 15 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.90% | +0.02% | -5.01% | |
| 16 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.89% | -0.02% | +39.52% | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 0.89% | -0.48% | -0.94% | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 0.88% | -0.17% | -4.96% | |
| 19 | D | Dominion Energy Inc | 股票-公用事业 | 0.88% | — | +2.47% | |
| 20 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.84% | -0.33% | -7.41% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.81% | +0.34% | +1.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | -0.33% | -10.67% | |
| 23 | TT | Trane Technologies plc | 股票-工业 | 0.76% | -0.03% | -10.88% | |
| 24 | T | At&t Inc | 股票-通信服务 | 0.75% | -0.02% | +1.19% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.75% | +0.20% | -22.02% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | -0.19% | +7.05% | |
| 27 | ETR | Entergy CORP | 股票-公用事业 | 0.70% | — | -1.63% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.61% | +29.30% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 0.64% | — | -2.26% | |
| 30 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.62% | — | EXIT | |
| 31 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.57% | -0.02% | -16.77% | |
| 32 | PPL | Ppl CORP | 股票-公用事业 | 0.55% | -0.01% | -0.47% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | -0.27% | -5.77% | |
| 34 | AMCR | Amcor plc | 股票-周期性消费 | 0.55% | — | -1.28% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 0.54% | -0.09% | +1.74% | |
| 36 | ✓ | Fusion Pharmaceuticals Inc | 股票-其他 | 0.53% | — | -0.69% | |
| 37 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.51% | +0.01% | -2.50% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.51% | +0.01% | +1479.95% | |
| 39 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.50% | — | -20.93% | |
| 40 | IDYA | Ideaya Biosciences Inc | 股票-其他 | 0.49% | -0.08% | +25.04% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.14% | +2.22% | |
| 42 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.47% | — | +1.31% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | -0.10% | +11.43% | |
| 44 | WMB | Williams Cos Inc | 股票-能源 | 0.45% | -0.01% | -46.66% | |
| 45 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.44% | — | -4.07% | |
| 46 | CSGP | Costar Group Inc | 股票-房地产 | 0.44% | +0.09% | -5.67% | |
| 47 | BIDU | Baidu Inc - Spon Adr | 股票-通信服务 | 0.44% | +0.18% | +1.99% | |
| 48 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 0.41% | -0.06% | -0.03% | |
| 49 | PAYX | Paychex Inc | 股票-科技 | 0.41% | -0.05% | -2.66% | |
| 50 | ENB | Enbridge Inc | 股票-能源 | 0.41% | -0.05% | +1.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +0.97% | 加仓 |
| 2 | BMY | Bristol-myers Squibb Co | +0.5% | +1479.95% | 加仓 |
| 3 | ✓ | Fusion Pharmaceuticals Inc | +0.3% | -0.69% | 减仓 |
| 4 | TME | Tencent Music Entertainm-adr | +0.2% | +2851.44% | 加仓 |
| 5 | WING | Wingstop Inc | +0.2% | -1.35% | 减仓 |
| 6 | NTNX | Nutanix Inc - A | +0.2% | +90.37% | 加仓 |
| 7 | BZ | Kanzhun LTD - Adr | +0.2% | NEW | 新建仓 |
| 8 | SPOT | Spotify Technology S.A. | +0.2% | +44.27% | 加仓 |
| 9 | WPM | Wheaton Precious Metals CORP | +0.2% | NEW | 新建仓 |
| 10 | IDYA | Ideaya Biosciences Inc | +0.2% | +25.04% | 加仓 |
| 11 | GE | General Electric | +0.1% | +47.14% | 加仓 |
| 12 | GILD | Gilead Sciences Inc | +0.1% | +39.52% | 加仓 |
| 13 | CVX | Chevron CORP | +0.1% | +29.30% | 加仓 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +11.43% | 加仓 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.26% | 加仓 |
| 16 | UBER | Uber Technologies Inc | +0.1% | +127.84% | 加仓 |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +628.52% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.1% | -0.72% | 减仓 |
| 19 | VST | Vistra CORP | +0.1% | -7.45% | 减仓 |
| 20 | MELI | Mercadolibre Inc | +0.1% | +145.84% | 加仓 |
| 21 | QCOM | Qualcomm Inc | +0.1% | +856.13% | 加仓 |
| 22 | KVYO | Klaviyo Inc-a | +0.1% | +330.16% | 加仓 |
| 23 | KVUE | Kenvue Inc | +0.1% | +64.35% | 加仓 |
| 24 | DASH | Doordash Inc - A | +0.1% | +36.02% | 加仓 |
| 25 | PRU | Prudential Financial Inc | +0.1% | +56.89% | 加仓 |
| 26 | CAVA | Cava Group Inc | +0.1% | +71.03% | 加仓 |
| 27 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +218.51% | 加仓 |
| 28 | TOST | Toast Inc-class A | +0.1% | NEW | 新建仓 |
| 29 | DIS | Walt Disney Co/the | +0.1% | -0.98% | 减仓 |
| 30 | FIX | Comfort Systems USA Inc | +0.1% | -3.51% | 减仓 |
| 31 | HUBS | Hubspot Inc | +0.1% | +103.74% | 加仓 |
| 32 | COST | Costco Wholesale CORP | +0.1% | +7.05% | 加仓 |
| 33 | VZ | Verizon Communications Inc | +0.1% | +0.19% | 加仓 |
| 34 | MSFT | Microsoft CORP | 0% | -2.83% | 减仓 |
| 35 | MDB | Mongodb Inc | -0.1% | -90.91% | 减仓 |
| 36 | HSY | Hershey Co/the | -0.1% | -86.35% | 减仓 |
| 37 | NEM | Newmont CORP | -0.1% | -49.93% | 减仓 |
| 38 | HDV | Ishares Core High Dividend E | -0.1% | -99.62% | 减仓 |
| 39 | AVGO | Broadcom Inc | -0.1% | -38.37% | 减仓 |
| 40 | CORT | Corcept Therapeutics Inc | -0.1% | -97.05% | 减仓 |
| 41 | DVAX | Dynavax Technologies CORP | -0.2% | -29.71% | 减仓 |
| 42 | HUM | Humana Inc | -0.2% | -81.30% | 减仓 |
| 43 | CVS | Cvs Health CORP | -0.2% | -73.97% | 减仓 |
| 44 | TTEN | Totalenergies Se -spon Adr | -0.2% | -20.93% | 减仓 |
| 45 | AYXEUR | Alteryx Inc - Class A | -0.2% | EXIT | 清仓 |
| 46 | PM | Philip Morris International | -0.2% | -4.39% | 减仓 |
| 47 | AMGN | Amgen Inc | -0.3% | -15.34% | 减仓 |
| 48 | AMPH | Amphastar Pharmaceuticals In | -0.3% | -36.53% | 减仓 |
| 49 | WMB | Williams Cos Inc | -0.4% | -46.66% | 减仓 |
| 50 | MDT | Medtronic plc | -0.5% | -92.31% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Federated Hermes, Inc. 在 Q1 2024 季度的美股持仓总市值约为 US$695.5亿，共申报了 2021 个公开持股仓位。
在 Q1 2024 季度，Federated Hermes, Inc. 按市值排列的前三大核心持股分别为：MSFT (2.2%)、VZ (1.5%)、PM (1.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.2% 的权重。
在 Q1 2024 季度中，Federated Hermes, Inc. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 24 个仓位、减仓 22 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BZ。 本季清仓仓位包含 AYXEUR。
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。
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。
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。