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: 0001540944
申报总市值
US$9.1亿
US$9.1亿
140 檔
20.0%
Greatmark Investment Partners, Inc. 在 Q4 2024 季度的美股仓位总计估值为 US$9.1亿，分散于 140 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Greatmark Investment Partners, Inc. 进行了温和的常态性持仓调整（包含新建仓 3 档、加仓 24 档、减仓 22 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Greatmark Investment Partners, Inc. 的前 5 大核心持股（包含 AFL, AAPL, AXP 等）合计占整体申报市值的 20.0%，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 | AFL | Aflac Inc | 股票-金融 | 7.19% | -0.37% | -1.43% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.88% | +0.24% | -2.05% | |
| 3 | AXP | American Express Co | 股票-金融 | 4.79% | +0.19% | -3.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.16% | -2.27% | |
| 5 | QCOM | Qualcomm Inc | 股票-科技 | 3.52% | +0.96% | +1.71% | |
| 6 | AN | Autonation Inc | 股票-周期性消费 | 3.39% | -0.34% | +25.47% | |
| 7 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.34% | -0.26% | +1.93% | |
| 8 | NFLX | Netflix Inc | 股票-通信服务 | 3.22% | -0.80% | -13.50% | |
| 9 | PYPL | Paypal Holdings Inc | 股票-金融 | 3.16% | -0.08% | -0.71% | |
| 10 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.06% | -0.21% | +3.52% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.76% | +0.17% | +1.57% | |
| 12 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.75% | -0.21% | +2.12% | |
| 13 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.70% | +0.03% | -2.78% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 2.44% | -0.08% | +5.75% | |
| 15 | RH | Rh | 股票-周期性消费 | 2.40% | +0.52% | -0.79% | |
| 16 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 2.37% | -0.78% | — | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.21% | -0.13% | +7.75% | |
| 18 | GWW | Ww Grainger Inc | 股票-工业 | 2.08% | +0.27% | -5.11% | |
| 19 | DVN | Devon Energy CORP | 股票-能源 | 1.97% | -0.87% | +13.53% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.96% | -0.02% | -4.38% | |
| 21 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.94% | +0.14% | +2.67% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工业 | 1.84% | -0.61% | +4.67% | |
| 23 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.56% | +0.06% | -4.79% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.52% | +0.01% | +8.30% | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 1.49% | -0.07% | -1.77% | |
| 26 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.20% | +0.37% | +24.30% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.14% | +0.09% | -2.98% | |
| 28 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 1.06% | -0.02% | -2.76% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.03% | +0.43% | -6.21% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | +0.05% | +4.26% | |
| 31 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.88% | -0.07% | +5.02% | |
| 32 | TGT | Target CORP | 股票-周期性消费 | 0.82% | — | -5.34% | |
| 33 | GD | General Dynamics CORP | 股票-工业 | 0.82% | -0.04% | +4.88% | |
| 34 | GPN | Global Payments Inc | 股票-工业 | 0.82% | — | -3.89% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.80% | — | -2.62% | |
| 36 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.78% | +0.29% | -58.21% | |
| 37 | PDS | Precision Drilling CORP | 股票-其他 | 0.76% | -0.39% | +8.97% | |
| 38 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.66% | +0.03% | -1.81% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.61% | -0.13% | +3.03% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.83% | EXIT | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.20% | +4.23% | |
| 42 | SO | Southern Co/the | 股票-公用事业 | 0.56% | -0.04% | +5.44% | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.56% | -0.01% | -1.25% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | -0.10% | — | |
| 45 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.47% | -0.01% | -1.89% | |
| 46 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 0.47% | -0.01% | +1.72% | |
| 47 | GIS | General Mills Inc | 股票-非周期性消费 | 0.43% | -0.03% | -1.28% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.43% | -0.02% | +1.87% | |
| 49 | XCHYX | Calamos Convert & High Inc | 股票-其他 | 0.42% | +0.07% | +2.81% | |
| 50 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.42% | -0.08% | +1.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ASO | Academy Sports & Outdoors In | +2.4% | NEW | 新建仓 |
| 2 | AN | Autonation Inc | +0.6% | +25.47% | 加仓 |
| 3 | SCHW | Schwab (charles) CORP | +0.5% | +1.93% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +1.57% | 加仓 |
| 5 | RH | Rh | +0.4% | -0.79% | 减仓 |
| 6 | AXP | American Express Co | +0.3% | -3.45% | 减仓 |
| 7 | NFLX | Netflix Inc | +0.3% | -13.50% | 减仓 |
| 8 | PYPL | Paypal Holdings Inc | +0.3% | -0.71% | 减仓 |
| 9 | AMP | Ameriprise Financial Inc | +0.3% | -2.78% | 减仓 |
| 10 | AAPL | Apple Inc | +0.3% | -2.05% | 减仓 |
| 11 | BKNG | Booking Holdings Inc | +0.2% | -4.79% | 减仓 |
| 12 | TRV | Travelers Cos Inc/the | +0.1% | +2.67% | 加仓 |
| 13 | WHR | Whirlpool CORP | +0.1% | +5.02% | 加仓 |
| 14 | BAC | Bank Of America CORP | +0.1% | -2.98% | 减仓 |
| 15 | WM | Waste Management Inc | +0.1% | NEW | 新建仓 |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | NEW | 新建仓 |
| 17 | EMR | Emerson Electric Co | +0.1% | -2.62% | 减仓 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +44.13% | 加仓 |
| 19 | 0VVB | Paramount Global-class B | +0.1% | +68.19% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +60.07% | 加仓 |
| 21 | PDS | Precision Drilling CORP | +0.1% | +8.97% | 加仓 |
| 22 | WSM | Williams-sonoma Inc | +0.1% | +6.98% | 加仓 |
| 23 | NVDA | Nvidia CORP | +0.1% | +97.22% | 加仓 |
| 24 | GILD | Gilead Sciences Inc | +0.1% | +1.91% | 加仓 |
| 25 | VZ | Verizon Communications Inc | -0.1% | +3.03% | 加仓 |
| 26 | NZF | Nuveen Municipal Credit Inc | -0.1% | -1.89% | 减仓 |
| 27 | URI | United Rentals Inc | -0.1% | — | 不变 |
| 28 | ABBV | Abbvie Inc | -0.1% | +4.26% | 加仓 |
| 29 | UPS | United Parcel Service-cl B | -0.1% | +4.67% | 加仓 |
| 30 | JPC | Nuveen Prefered & Income Opp | -0.1% | -2.76% | 减仓 |
| 31 | GWW | Ww Grainger Inc | -0.1% | -5.11% | 减仓 |
| 32 | ITW | Illinois Tool Works | -0.1% | -1.77% | 减仓 |
| 33 | GD | General Dynamics CORP | -0.1% | +4.88% | 加仓 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +7.75% | 加仓 |
| 35 | GIS | General Mills Inc | -0.1% | -1.28% | 减仓 |
| 36 | DVN | Devon Energy CORP | -0.1% | +13.53% | 加仓 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -6.40% | 减仓 |
| 38 | KO | Coca-cola Co/the | -0.1% | +8.30% | 加仓 |
| 39 | ELV | Elevance Health Inc | -0.2% | +24.30% | 加仓 |
| 40 | MSFT | Microsoft CORP | -0.2% | -2.27% | 减仓 |
| 41 | HD | Home Depot Inc | -0.2% | -4.38% | 减仓 |
| 42 | TGT | Target CORP | -0.2% | -5.34% | 减仓 |
| 43 | LOW | Lowe's Cos Inc | -0.2% | +2.12% | 加仓 |
| 44 | KSS | Kohls CORP | -0.2% | -69.12% | 减仓 |
| 45 | QCOM | Qualcomm Inc | -0.3% | +1.71% | 加仓 |
| 46 | MPC | Marathon Petroleum CORP | -0.4% | +3.52% | 加仓 |
| 47 | AMGN | Amgen Inc | -0.4% | +5.75% | 加仓 |
| 48 | AFL | Aflac Inc | -0.7% | -1.43% | 减仓 |
| 49 | INTC | Intel CORP | -1.2% | -88.03% | 减仓 |
| 50 | CVS | Cvs Health CORP | -1.8% | -58.21% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Greatmark Investment Partners, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$9.1亿，共申报了 140 个公开持股仓位。
在 Q4 2024 季度，Greatmark Investment Partners, Inc. 按市值排列的前三大核心持股分别为：AFL (7.2%)、AAPL (4.9%)、AXP (4.8%)。其中最大持股仓位 AFL 占据整体投资组合约 7.2% 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
ASO
市值: US$1743.9万
本季最大获利了结 / 清仓标的
AFL
前期市值: US$5790.5万
在 Q4 2024 季度中，Greatmark Investment Partners, Inc. 共进行了 49 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 0 个仓位。 其中最大新建仓标的为 ASO。
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。