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: 0001010873
申报总市值
US$17.9亿
US$17.9亿
168 檔
24.7%
截至 Q4 2024 季度末，Franklin Street Advisors Inc /nc 的美股持仓估值约为 US$17.9亿，全数申报仓位共有 168 档。
在 Q4 2024，Franklin Street Advisors Inc /nc 展现出较为审慎的避险与获利了结姿态。本季共减仓 32 个仓位并完全清仓 2 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，Franklin Street Advisors Inc /nc 的前 5 大核心持股（包含 AAPL, , MSFT 等）合计占整体申报市值的 24.7%，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 | 7.35% | -0.03% | -4.60% | |
| 2 | ✓ | 股票-其他 | 7.00% | -0.15% | -4.33% | ||
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.49% | -0.45% | -0.54% | |
| 4 | ✓ | 股票-其他 | 4.29% | -0.11% | -3.37% | ||
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.27% | +0.06% | -1.07% | |
| 6 | ✓ | 股票-其他 | 3.51% | -1.13% | -4.34% | ||
| 7 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 2.68% | — | +52.38% | |
| 8 | ✓ | 股票-其他 | 2.47% | +0.19% | +0.57% | ||
| 9 | ✓ | 股票-其他 | 2.40% | +0.23% | -0.55% | ||
| 10 | ✓ | 股票-其他 | 2.28% | -0.18% | -0.91% | ||
| 11 | ✓ | 股票-其他 | 2.12% | -0.50% | -8.77% | ||
| 12 | AFL | Aflac Inc | 股票-金融 | 1.91% | -0.04% | -9.06% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.86% | +0.16% | -9.26% | |
| 14 | CME | Cme Group Inc | 股票-金融 | 1.85% | -0.77% | -0.88% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.71% | +0.35% | -5.74% | |
| 16 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.68% | -0.39% | -30.88% | |
| 17 | ✓ | 股票-其他 | 1.68% | -0.01% | +3.47% | ||
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | -0.41% | -4.88% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.57% | +0.18% | -13.42% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.48% | +0.12% | -2.20% | |
| 21 | ✓ | 股票-其他 | 1.48% | -0.12% | -0.24% | ||
| 22 | ✓ | 股票-其他 | 1.48% | -0.22% | +5.82% | ||
| 23 | ✓ | 股票-其他 | 1.46% | -0.31% | +8.08% | ||
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.39% | +0.01% | -4.68% | |
| 25 | ✓ | 股票-其他 | 1.39% | -0.19% | -3.52% | ||
| 26 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.31% | — | +7222.98% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 1.29% | -0.27% | -2.60% | |
| 28 | CTAS | Cintas CORP | 股票-工业 | 1.28% | -1.04% | EXIT | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.21% | -0.13% | +111.66% | |
| 30 | ✓ | 股票-其他 | 1.18% | -0.65% | — | ||
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.16% | -0.48% | -20.12% | |
| 32 | DHR | Danaher CORP | 股票-医疗保健 | 1.12% | -0.01% | -2.92% | |
| 33 | ✓ | 股票-其他 | 1.07% | -0.04% | EXIT | ||
| 34 | ✓ | 股票-其他 | 1.05% | — | +17.78% | ||
| 35 | ✓ | 股票-其他 | 1.04% | +0.11% | +8.87% | ||
| 36 | ✓ | 股票-其他 | 0.94% | — | +126.79% | ||
| 37 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.89% | — | -0.24% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.87% | +0.23% | -10.38% | |
| 39 | MLM | Martin Marietta Materials | 股票-原材料 | 0.87% | -0.51% | +15.48% | |
| 40 | ✓ | 股票-其他 | 0.84% | — | — | ||
| 41 | AMGN | Amgen Inc | 股票-医疗保健 | 0.80% | — | -20.22% | |
| 42 | CMI | Cummins Inc | 股票-工业 | 0.77% | -0.09% | -4.78% | |
| 43 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.73% | -0.07% | -3.36% | |
| 44 | PH | Parker Hannifin CORP | 股票-工业 | 0.73% | — | +1.20% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.01% | -1.39% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.69% | +0.01% | -3.63% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | — | -49.54% | |
| 48 | ✓ | 股票-其他 | 0.67% | -0.01% | -0.74% | ||
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.62% | -0.02% | +0.40% | |
| 50 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.48% | — | -40.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LULU | Lululemon Athletica Inc | +1.4% | +52.38% | 加仓 |
| 2 | BMY | Bristol-myers Squibb Co | +1.3% | +7222.98% | 加仓 |
| 3 | ✓ | +1.2% | NEW | 新建仓 | |
| 4 | ✓ | +0.8% | NEW | 新建仓 | |
| 5 | ✓ | +0.6% | +0.57% | 加仓 | |
| 6 | AMZN | Amazon.com Inc | +0.6% | -1.07% | 减仓 |
| 7 | ✓ | +0.5% | +126.79% | 加仓 | |
| 8 | LNG | Cheniere Energy Inc | +0.5% | NEW | 新建仓 |
| 9 | ✓ | +0.3% | -3.37% | 减仓 | |
| 10 | ✓ | +0.3% | +3.47% | 加仓 | |
| 11 | ✓ | +0.3% | -4.33% | 减仓 | |
| 12 | ✓ | +0.3% | NEW | 新建仓 | |
| 13 | ✓ | +0.3% | +8.08% | 加仓 | |
| 14 | ✓ | +0.3% | -0.55% | 减仓 | |
| 15 | XYZ | Block Inc | +0.2% | NEW | 新建仓 |
| 16 | ✓ | +0.1% | -0.91% | 减仓 | |
| 17 | DIS | Walt Disney Co/the | +0.1% | -5.74% | 减仓 |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | +111.66% | 加仓 |
| 19 | ✓ | +0.1% | +17.78% | 加仓 | |
| 20 | WMT | Walmart Inc | +0.1% | -2.60% | 减仓 |
| 21 | MLM | Martin Marietta Materials | +0.1% | +15.48% | 加仓 |
| 22 | AAPL | Apple Inc | +0.1% | -4.60% | 减仓 |
| 23 | ✓ | +0.1% | +8.87% | 加仓 | |
| 24 | CME | Cme Group Inc | +0.1% | -0.88% | 减仓 |
| 25 | ITW | Illinois Tool Works | -0.1% | EXIT | 清仓 |
| 26 | ADBE | Adobe Inc | -0.1% | -1.74% | 减仓 |
| 27 | MCD | Mcdonald's CORP | -0.1% | -19.29% | 减仓 |
| 28 | ✓ | -0.1% | -0.74% | 减仓 | |
| 29 | AXP | American Express Co | -0.1% | -13.42% | 减仓 |
| 30 | QCOM | Qualcomm Inc | -0.1% | -3.63% | 减仓 |
| 31 | IBM | Intl Business Machines CORP | -0.1% | -10.38% | 减仓 |
| 32 | ✓ | -0.1% | -4.34% | 减仓 | |
| 33 | ARM | Arm Holdings Plc-adr | -0.2% | -0.24% | 减仓 |
| 34 | ✓ | -0.2% | +2.91% | 加仓 | |
| 35 | ✓ | -0.2% | -0.24% | 减仓 | |
| 36 | XOM | Exxon Mobil CORP | -0.3% | -4.88% | 减仓 |
| 37 | MSFT | Microsoft CORP | -0.3% | -0.54% | 减仓 |
| 38 | ✓ | -0.3% | -8.77% | 减仓 | |
| 39 | DHR | Danaher CORP | -0.3% | -2.92% | 减仓 |
| 40 | LLY | Eli Lilly & Co | -0.3% | -4.68% | 减仓 |
| 41 | EMR | Emerson Electric Co | -0.4% | -66.45% | 减仓 |
| 42 | BDX | Becton Dickinson And Co | -0.4% | -40.04% | 减仓 |
| 43 | AFL | Aflac Inc | -0.4% | -9.06% | 减仓 |
| 44 | ABBV | Abbvie Inc | -0.5% | -9.26% | 减仓 |
| 45 | AMGN | Amgen Inc | -0.5% | -20.22% | 减仓 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.6% | -20.12% | 减仓 |
| 47 | TJX | Tjx Companies Inc | -0.7% | -30.88% | 减仓 |
| 48 | KO | Coca-cola Co/the | -0.9% | -49.54% | 减仓 |
| 49 | LMT | Lockheed Martin CORP | -1% | -76.92% | 减仓 |
| 50 | HSY | Hershey Co/the | -1.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Franklin Street Advisors Inc /nc 在 Q4 2024 季度的美股持仓总市值约为 US$17.9亿，共申报了 168 个公开持股仓位。
在 Q4 2024 季度，Franklin Street Advisors Inc /nc 按市值排列的前三大核心持股分别为：AAPL (7.3%)、 (7.0%)、MSFT (6.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.3% 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。
本季最大新建仓标的
市值: US$1767.1万
本季最大获利了结 / 清仓标的
HSY
前期市值: US$1636.8万
在 Q4 2024 季度中，Franklin Street Advisors Inc /nc 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 11 个仓位、减仓 32 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HSY。
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。