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: 0001006407
申报总市值
US$12.6亿
US$12.6亿
85 檔
42.8%
Q3 2024 季度申报显示，Fishman Jay A Ltd/mi 披露的美股组合总市值为 US$12.6亿，涵盖 85 个不同之权益投资仓位。
Fishman Jay A Ltd/mi 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 14 档持股的同时，亦同步清仓 6 档并减仓 18 档标的。
在资产配置集中度方面，Fishman Jay A Ltd/mi 的前 5 大核心持股（包含 AAPL, AMZN, GOOGL 等）合计占整体申报市值的 42.8%，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 | AAPL | Apple Inc | 股票-科技 | 24.90% | -0.04% | -1.43% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 8.37% | +0.13% | +0.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.07% | +0.95% | +0.14% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.71% | -0.51% | +0.44% | |
| 5 | BX | Blackstone Inc | 股票-金融 | 6.43% | -0.28% | -8.20% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.89% | -0.37% | +6.11% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.60% | -0.08% | -0.08% | |
| 8 | XPO | Xpo Inc | 股票-工业 | 3.42% | -0.77% | +0.70% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.07% | +0.04% | -0.71% | |
| 10 | SYK | Stryker CORP | 股票-医疗保健 | 2.89% | -0.32% | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.56% | +0.07% | +27.89% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 2.50% | -0.05% | -0.36% | |
| 13 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.89% | — | -2.78% | |
| 14 | TWI | Titan International Inc | 股票-其他 | 1.81% | -0.03% | -5.85% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.79% | +0.01% | +8.95% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.60% | -0.22% | +0.41% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.33% | +0.03% | -0.79% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.28% | +0.03% | +2.87% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.20% | +0.09% | -0.68% | |
| 20 | WHR | Whirlpool CORP | 股票-周期性消费 | 1.10% | — | +1111.11% | |
| 21 | PFE | Pfizer Inc | 股票-医疗保健 | 0.86% | -0.21% | +1.02% | |
| 22 | GD | General Dynamics CORP | 股票-工业 | 0.76% | -0.02% | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | — | -4.01% | |
| 24 | CMA | Comerica Inc | 股票-其他 | 0.65% | — | -59.52% | |
| 25 | HON | Honeywell International Inc | 股票-工业 | 0.64% | -0.07% | EXIT | |
| 26 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.58% | -0.11% | — | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | -0.03% | -21.03% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 0.48% | — | -8.29% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.04% | — | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 0.40% | -0.02% | -3.87% | |
| 31 | ARQT | Arcutis Biotherapeutics Inc | 股票-其他 | 0.39% | +0.05% | +20.60% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.34% | -0.03% | +1.03% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.34% | +0.73% | +4.92% | |
| 34 | GXO | Gxo Logistics Inc | 股票-工业 | 0.33% | — | -35.13% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | +0.05% | — | |
| 36 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.30% | -0.06% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.02% | +0.19% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.21% | — | -19.74% | |
| 39 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.19% | -0.03% | — | |
| 40 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.16% | — | — | |
| 41 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.13% | — | — | |
| 42 | DE | Deere & Co | 股票-工业 | 0.12% | — | -5.86% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.11% | — | +223.16% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.10% | — | -9.25% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.10% | — | — | |
| 46 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.09% | -0.02% | — | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.09% | -0.02% | — | |
| 48 | MCO | Moody's CORP | 股票-金融 | 0.09% | — | — | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.09% | +0.01% | -7.74% | |
| 50 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.09% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WHR | Whirlpool CORP | +1% | +1111.11% | 加仓 |
| 2 | GD | General Dynamics CORP | +0.8% | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | +0.7% | -1.43% | 减仓 |
| 4 | META | Meta Platforms Inc-class A | +0.6% | +6.11% | 加仓 |
| 5 | BX | Blackstone Inc | +0.4% | -8.20% | 减仓 |
| 6 | NVDA | Nvidia CORP | +0.4% | +27.89% | 加仓 |
| 7 | HD | Home Depot Inc | +0.2% | -0.36% | 减仓 |
| 8 | AXP | American Express Co | +0.2% | +2.87% | 加仓 |
| 9 | SHW | Sherwin-williams Co/the | +0.1% | — | 不变 |
| 10 | ABBV | Abbvie Inc | +0.1% | -0.79% | 减仓 |
| 11 | SBUX | Starbucks CORP | +0.1% | +223.16% | 加仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建仓 |
| 13 | ZTS | Zoetis Inc | +0.1% | -2.78% | 减仓 |
| 14 | ORCL | Oracle CORP | +0.1% | — | 不变 |
| 15 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 16 | ARQT | Arcutis Biotherapeutics Inc | +0.1% | +20.60% | 加仓 |
| 17 | LEN | Lennar Corp-a | +0.1% | — | 不变 |
| 18 | NEE | Nextera Energy Inc | 0% | +1.03% | 加仓 |
| 19 | SG | Sweetgreen Inc - Class A | 0% | NEW | 新建仓 |
| 20 | LMT | Lockheed Martin CORP | 0% | -8.29% | 减仓 |
| 21 | RVMD | Revolution Medicines Inc | 0% | NEW | 新建仓 |
| 22 | VBR | Vanguard Small-cap Value ETF | 0% | NEW | 新建仓 |
| 23 | DEO | Diageo Plc-sponsored Adr | 0% | NEW | 新建仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.19% | 加仓 |
| 25 | HCA | Hca Healthcare Inc | 0% | — | 不变 |
| 26 | SYK | Stryker CORP | — | — | 不变 |
| 27 | DHR | Danaher CORP | — | -3.87% | 减仓 |
| 28 | PFE | Pfizer Inc | 0% | +1.02% | 加仓 |
| 29 | VB | Vanguard Small-cap ETF | 0% | -4.01% | 减仓 |
| 30 | COST | Costco Wholesale CORP | 0% | +0.41% | 加仓 |
| 31 | BEAM | Beam Therapeutics Inc | 0% | EXIT | 清仓 |
| 32 | DOW | Dow Inc | 0% | EXIT | 清仓 |
| 33 | TYRA | Tyra Biosciences Inc | 0% | EXIT | 清仓 |
| 34 | F | Ford Motor Co | 0% | -53.47% | 减仓 |
| 35 | PNC | Pnc Financial Services Group | 0% | EXIT | 清仓 |
| 36 | TWI | Titan International Inc | -0.1% | -5.85% | 减仓 |
| 37 | V | Visa Inc-class A Shares | -0.1% | -0.71% | 减仓 |
| 38 | LULU | Lululemon Athletica Inc | -0.1% | EXIT | 清仓 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | -0.08% | 减仓 |
| 40 | CVX | Chevron CORP | -0.1% | -40.99% | 减仓 |
| 41 | IEP | Icahn Enterprises LP | -0.1% | EXIT | 清仓 |
| 42 | JNJ | Johnson & Johnson | -0.1% | -21.03% | 减仓 |
| 43 | XPO | Xpo Inc | -0.1% | +0.70% | 加仓 |
| 44 | GXO | Gxo Logistics Inc | -0.2% | -35.13% | 减仓 |
| 45 | GOOG | Alphabet Inc-cl C | -0.2% | -0.68% | 减仓 |
| 46 | HON | Honeywell International Inc | -0.2% | -16.88% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.7% | +0.44% | 加仓 |
| 48 | AMZN | Amazon.com Inc | -0.8% | +0.47% | 加仓 |
| 49 | CMA | Comerica Inc | -0.8% | -59.52% | 减仓 |
| 50 | GOOGL | Alphabet Inc-cl A | -1.2% | +0.14% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fishman Jay A Ltd/mi 在 Q3 2024 季度的美股持仓总市值约为 US$12.6亿，共申报了 85 个公开持股仓位。
在 Q3 2024 季度，Fishman Jay A Ltd/mi 按市值排列的前三大核心持股分别为：AAPL (24.9%)、AMZN (8.4%)、GOOGL (7.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 24.9% 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
GD
市值: US$762.7万
本季最大获利了结 / 清仓标的
IEP
前期市值: US$95.8万
在 Q3 2024 季度中，Fishman Jay A Ltd/mi 共进行了 45 项持仓异动，包含新建仓 7 个仓位、加仓 14 个仓位、减仓 18 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 GD。 本季清仓仓位包含 IEP。
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。