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: 0001599746
申报总市值
US$7.1亿
US$7.1亿
142 檔
17.4%
在 Q2 2024 的 13F 官方备案中，Hamilton Point Investment Advisors, LLC 管理的美股投资组合规模来到 US$7.1亿，整体持股档数为 142 档。
在 Q2 2024 期间，Hamilton Point Investment Advisors, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Hamilton Point Investment Advisors, LLC 的前 5 大核心持股（包含 BRK-A, MSFT, AAPL 等）合计占整体申报市值的 17.4%，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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 8.14% | -0.96% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.30% | +1.20% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.99% | +0.16% | +0.53% | |
| 4 | EME | Emcor Group Inc | 股票-工业 | 3.48% | +0.09% | +2.55% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.14% | +0.47% | +1.20% | |
| 6 | AXP | American Express Co | 股票-金融 | 2.91% | +0.06% | +1.18% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.87% | +0.04% | — | |
| 8 | RTX | Rtx CORP | 股票-工业 | 2.31% | -0.39% | +1.14% | |
| 9 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.25% | -0.36% | +1.59% | |
| 10 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 2.25% | -0.11% | +0.76% | |
| 11 | ADBE | Adobe Inc | 股票-科技 | 2.05% | -0.16% | +0.44% | |
| 12 | AMGN | Amgen Inc | 股票-医疗保健 | 2.04% | -0.12% | +0.96% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 2.00% | -0.12% | +0.74% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.94% | -0.02% | +0.90% | |
| 15 | DE | Deere & Co | 股票-工业 | 1.78% | +0.05% | +2.08% | |
| 16 | ETN | Eaton Corporation plc | 股票-工业 | 1.76% | +0.14% | +1.28% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.76% | +0.11% | +4.19% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.55% | +0.26% | +0.05% | |
| 19 | WM | Waste Management Inc | 股票-工业 | 1.55% | -0.10% | +0.80% | |
| 20 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.54% | +0.20% | +2.17% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.54% | -0.35% | +1.25% | |
| 22 | LFUS | Littelfuse Inc | 股票-科技 | 1.49% | +0.35% | +0.40% | |
| 23 | HUBB | Hubbell Inc | 股票-工业 | 1.40% | -0.03% | +1.07% | |
| 24 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.38% | -0.72% | EXIT | |
| 25 | RELX | Relx PLC - Spon Adr | 股票-工业 | 1.37% | -0.11% | +0.86% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.36% | -0.17% | +1.55% | |
| 27 | GNTX | Gentex CORP | 股票-周期性消费 | 1.28% | — | +1.03% | |
| 28 | ROP | Roper Technologies Inc | 股票-科技 | 1.24% | -0.13% | +0.94% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | +0.03% | +2.69% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | -0.09% | -2.02% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 1.18% | -0.20% | +0.30% | |
| 32 | WSO | Watsco Inc | 股票-工业 | 1.18% | +0.02% | +1.11% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | +0.03% | -1.14% | |
| 34 | UL | Unilever PLC | 股票-非周期性消费 | 1.14% | — | -0.05% | |
| 35 | MAIN | Main Street Capital CORP | 股票-金融 | 1.12% | -0.10% | +0.78% | |
| 36 | MGRC | Mcgrath Rentcorp | 股票-其他 | 1.10% | — | +1.56% | |
| 37 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.09% | -0.60% | +2.06% | |
| 38 | FFIV | F5 Inc | 股票-科技 | 1.04% | — | +1.75% | |
| 39 | NICE | Nice LTD - Spon Adr | 股票-科技 | 1.04% | — | +4.45% | |
| 40 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.03% | -0.03% | +0.80% | |
| 41 | CMI | Cummins Inc | 股票-工业 | 0.99% | +0.34% | +0.90% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.48% | +0.12% | |
| 43 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.92% | -0.11% | +2.56% | |
| 44 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.91% | -0.01% | +0.00% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.91% | +0.11% | -3.14% | |
| 46 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.91% | -0.03% | +0.03% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | +0.05% | +876.31% | |
| 48 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 0.86% | — | +1.34% | |
| 49 | BR | Broadridge Financial Solutio | 股票-科技 | 0.86% | -0.14% | +1.77% | |
| 50 | POOL | Pool CORP | 股票-工业 | 0.81% | — | +3.05% |
根据 SEC 官方 Form 13F 申报备案，Hamilton Point Investment Advisors, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$7.1亿，共申报了 142 个公开持股仓位。
在 Q2 2024 季度，Hamilton Point Investment Advisors, LLC 按市值排列的前三大核心持股分别为：BRK-A (8.1%)、MSFT (4.7%)、AAPL (4.0%)。其中最大持股仓位 BRK-A 占据整体投资组合约 8.1% 的权重。
在 Q2 2024 季度中，Hamilton Point Investment Advisors, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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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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。