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: 0001550057
申报总市值
US$22.9亿
US$22.9亿
225 檔
35.8%
根据最新整理的 13F 季度数据集，Goelzer Investment Management, Inc. 于 Q3 2024 结束时的管理资产规模为 US$22.9亿。该机构在本季度申报了 225 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Goelzer Investment Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 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，Goelzer Investment Management, Inc. 的前 5 大核心持股（包含 LLY, IVV, SLYV 等）合计占整体申报市值的 35.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 225 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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 26.55% | +4.06% | -3.78% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.90% | +0.12% | +5.46% | |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 4.33% | -1.84% | +8.61% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.03% | +0.11% | +3.86% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.16% | -0.10% | -3.46% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.20% | -2.69% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.94% | -0.04% | -2.84% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.24% | +0.03% | -31.25% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | -0.39% | -1.61% | |
| 10 | ETN | Eaton Corporation plc | 股票-工业 | 1.08% | +0.04% | +0.02% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 1.03% | +0.12% | +0.46% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.98% | -0.12% | +1.14% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工业 | 0.94% | -0.21% | -0.91% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | +0.07% | +0.67% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.83% | -0.05% | -1.00% | |
| 16 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.78% | -0.20% | -1.48% | |
| 17 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.77% | -0.10% | — | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.77% | -0.10% | +0.68% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.75% | -0.09% | -0.88% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | -0.01% | +1.08% | |
| 21 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.67% | -0.07% | -1.55% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.28% | -2.81% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.66% | +0.31% | +900.58% | |
| 24 | USB | US Bancorp | 股票-金融 | 0.61% | — | -2.44% | |
| 25 | NI | Nisource Inc | 股票-公用事业 | 0.61% | -0.06% | +0.01% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.10% | -0.24% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.60% | -0.13% | +1.61% | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.59% | -0.04% | -0.71% | |
| 29 | PFG | Principal Financial Group | 股票-金融 | 0.59% | +0.02% | -0.86% | |
| 30 | ADI | Analog Devices Inc | 股票-科技 | 0.57% | +0.06% | -2.51% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | +0.01% | -0.62% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.53% | -0.22% | -1.91% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | -0.06% | -1.99% | |
| 34 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.51% | -0.01% | -0.58% | |
| 35 | TEL | TE Connectivity plc | 股票-科技 | 0.51% | -0.07% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.02% | -8.11% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | -0.01% | +27.25% | |
| 38 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.49% | -0.08% | +1.59% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.49% | -0.01% | +3.40% | |
| 40 | ENB | Enbridge Inc | 股票-能源 | 0.48% | -0.06% | -1.15% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.48% | +0.08% | -7.26% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | -0.09% | -9.67% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.47% | -0.12% | +1.74% | |
| 44 | CFG | Citizens Financial Group | 股票-金融 | 0.46% | +0.01% | -1.62% | |
| 45 | GNTX | Gentex CORP | 股票-周期性消费 | 0.46% | +0.01% | -1.24% | |
| 46 | AEP | American Electric Power | 股票-公用事业 | 0.45% | -0.05% | -0.59% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.45% | +0.20% | +0.75% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | +0.01% | -1.05% | |
| 49 | PRU | Prudential Financial Inc | 股票-金融 | 0.41% | -0.01% | -6.61% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | -0.05% | -2.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JMBS | Janus Henderson Mortg Backed | +0.8% | NEW | 新建仓 |
| 2 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.7% | +8.61% | 加仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.6% | +5.46% | 加仓 |
| 4 | TEL | TE Connectivity plc | +0.5% | NEW | 新建仓 |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +3.86% | 加仓 |
| 6 | LMT | Lockheed Martin CORP | +0.2% | -0.91% | 减仓 |
| 7 | GLW | Corning Inc | +0.2% | NEW | 新建仓 |
| 8 | AAPL | Apple Inc | +0.1% | -2.84% | 减仓 |
| 9 | OHI | Omega Healthcare Investors | +0.1% | -1.48% | 减仓 |
| 10 | BAC | Bank Of America CORP | +0.1% | +27.25% | 加仓 |
| 11 | NI | Nisource Inc | +0.1% | +0.01% | 加仓 |
| 12 | UNP | Union Pacific CORP | +0.1% | +30.37% | 加仓 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | -1.05% | 减仓 |
| 14 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | 新建仓 |
| 15 | SWK | Stanley Black & Decker Inc | +0.1% | -1.08% | 减仓 |
| 16 | WMT | Walmart Inc | +0.1% | -1.91% | 减仓 |
| 17 | ETR | Entergy CORP | +0.1% | -0.85% | 减仓 |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | -0.71% | 减仓 |
| 19 | ABBV | Abbvie Inc | +0.1% | -0.62% | 减仓 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | -1.59% | 减仓 |
| 21 | LOW | Lowe's Cos Inc | +0.1% | +0.47% | 加仓 |
| 22 | HD | Home Depot Inc | +0.1% | +8.26% | 加仓 |
| 23 | SBUX | Starbucks CORP | +0.1% | -0.61% | 减仓 |
| 24 | TRV | Travelers Cos Inc/the | +0.1% | -0.58% | 减仓 |
| 25 | AEP | American Electric Power | +0.1% | -0.59% | 减仓 |
| 26 | TLH | Ishares 10-20 Year Treasury | +0.1% | +1.14% | 加仓 |
| 27 | USB | US Bancorp | +0.1% | -2.44% | 减仓 |
| 28 | INGR | Ingredion Inc | +0.1% | -0.41% | 减仓 |
| 29 | JMST | JPM Ultra-short Muni Income | +0.1% | +25.57% | 加仓 |
| 30 | ETN | Eaton Corporation plc | 0% | +0.02% | 加仓 |
| 31 | IWD | Ishares Russell 1000 Value E | 0% | +1.61% | 加仓 |
| 32 | ENB | Enbridge Inc | 0% | -1.15% | 减仓 |
| 33 | CFG | Citizens Financial Group | 0% | -1.62% | 减仓 |
| 34 | SCHF | Schwab Intl Equity ETF | 0% | -3.46% | 减仓 |
| 35 | MCK | Mckesson CORP | -0.1% | -2.46% | 减仓 |
| 36 | CSCO | Cisco Systems Inc | -0.1% | -24.51% | 减仓 |
| 37 | GNTX | Gentex CORP | -0.1% | -1.24% | 减仓 |
| 38 | CVX | Chevron CORP | -0.1% | -2.81% | 减仓 |
| 39 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -86.37% | 减仓 |
| 40 | WSM | Williams-sonoma Inc | -0.1% | +38.33% | 加仓 |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | +0.67% | 加仓 |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -1.00% | 减仓 |
| 43 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -25.67% | 减仓 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | -79.96% | 减仓 |
| 45 | QCOM | Qualcomm Inc | -0.2% | +0.46% | 加仓 |
| 46 | MSFT | Microsoft CORP | -0.2% | -2.69% | 减仓 |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.4% | -31.25% | 减仓 |
| 48 | TEL | TE Connectivity plc | -0.5% | EXIT | 清仓 |
| 49 | MBB | Ishares Mbs ETF | -0.8% | EXIT | 清仓 |
| 50 | LLY | Eli Lilly & Co | -2.2% | -3.78% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Goelzer Investment Management, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$22.9亿，共申报了 225 个公开持股仓位。
在 Q3 2024 季度，Goelzer Investment Management, Inc. 按市值排列的前三大核心持股分别为：LLY (26.6%)、IVV (7.9%)、SLYV (4.3%)。其中最大持股仓位 LLY 占据整体投资组合约 26.6% 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
JMBS
市值: US$1412.8万
本季最大获利了结 / 清仓标的
MBB
前期市值: US$1333.5万
在 Q3 2024 季度中，Goelzer Investment Management, Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 15 个仓位、减仓 29 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 JMBS。 本季清仓仓位包含 MBB。
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。
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