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: 0001802882
申报总市值
US$4.6亿
US$4.6亿
91 檔
17.4%
Harrell Investment Partners, LLC 在 Q3 2024 季度的美股仓位总计估值为 US$4.6亿，分散于 91 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Harrell Investment Partners, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 5 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，Harrell Investment Partners, LLC 的前 5 大核心持股（包含 AAPL, AVGO, MSFT 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 | AAPL | Apple Inc | 股票-科技 | 6.79% | +0.14% | -1.46% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.74% | +0.57% | +838.78% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.48% | -0.26% | -2.12% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.36% | -0.09% | -3.34% | |
| 5 | ETN | Eaton Corporation plc | 股票-工业 | 3.29% | +0.16% | -6.19% | |
| 6 | MSI | Motorola Solutions Inc | 股票-科技 | 3.10% | -0.33% | -2.91% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.06% | +0.42% | +1.42% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.97% | +0.12% | — | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.60% | -0.08% | -1.99% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.56% | -0.03% | -6.23% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 2.27% | -0.52% | -1.23% | |
| 12 | CB | Chubb Limited | 股票-金融 | 2.27% | -0.06% | -1.71% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 2.13% | — | +44.81% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.13% | +0.39% | -0.06% | |
| 15 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.09% | -0.08% | -1.41% | |
| 16 | TT | Trane Technologies plc | 股票-工业 | 1.97% | +0.06% | -2.61% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.88% | -0.01% | -2.08% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.84% | +0.08% | -5.16% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.70% | -0.02% | +13.32% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.66% | -0.09% | -0.97% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.63% | -0.10% | -17.94% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.57% | -0.31% | +26.32% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.40% | -0.16% | -0.03% | |
| 24 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.38% | -0.12% | -3.19% | |
| 25 | CME | Cme Group Inc | 股票-金融 | 1.32% | -0.55% | -3.74% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.29% | +0.06% | +2.25% | |
| 27 | SLAB | Silicon Laboratories Inc | 股票-科技 | 1.28% | — | — | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | +0.02% | -4.19% | |
| 29 | MDT | Medtronic plc | 股票-医疗保健 | 1.17% | — | -1.86% | |
| 30 | ADI | Analog Devices Inc | 股票-科技 | 1.14% | +0.46% | — | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.13% | -0.60% | EXIT | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.13% | -0.03% | +4.64% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.11% | +0.12% | -3.34% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 1.10% | -0.05% | -1.03% | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.10% | -0.06% | +17.40% | |
| 36 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.09% | -0.05% | -3.02% | |
| 37 | IAI | Ishares U.s. Broker-dealers | ETF-其他 | 1.06% | — | +10.60% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 1.00% | -0.14% | +1.07% | |
| 39 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.99% | -0.07% | -6.15% | |
| 40 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.99% | -0.49% | EXIT | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.99% | +0.01% | -3.70% | |
| 42 | DVN | Devon Energy CORP | 股票-能源 | 0.98% | — | -2.42% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | -0.50% | +0.20% | |
| 44 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.94% | +0.06% | +1.21% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.01% | -9.05% | |
| 46 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.86% | — | +4.58% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.84% | +0.07% | -5.04% | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.81% | — | — | |
| 49 | SPGI | S&p Global Inc | 股票-金融 | 0.74% | -0.03% | +2.28% | |
| 50 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.74% | -0.01% | +38.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices Inc | +1.1% | NEW | 新建仓 |
| 2 | XLRE | Ss Real Estate Select Sector | +0.8% | NEW | 新建仓 |
| 3 | XLF | Ss Financial Select Sector | +0.8% | +44.81% | 加仓 |
| 4 | AAPL | Apple Inc | +0.4% | -1.46% | 减仓 |
| 5 | XLP | Ss Consumer Staples Sel Sect | +0.4% | +26.32% | 加仓 |
| 6 | XLY | Ss Consumer Disc Select Sect | +0.3% | +13.32% | 加仓 |
| 7 | MSI | Motorola Solutions Inc | +0.3% | -2.91% | 减仓 |
| 8 | WMT | Walmart Inc | +0.3% | -1.23% | 减仓 |
| 9 | PEG | Public Service Enterprise Gp | +0.3% | +38.71% | 加仓 |
| 10 | HD | Home Depot Inc | +0.3% | -1.99% | 减仓 |
| 11 | NEE | Nextera Energy Inc | +0.3% | +32.12% | 加仓 |
| 12 | VZ | Verizon Communications Inc | +0.2% | +17.40% | 加仓 |
| 13 | TT | Trane Technologies plc | +0.2% | -2.61% | 减仓 |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +4.64% | 加仓 |
| 15 | CB | Chubb Limited | +0.2% | -1.71% | 减仓 |
| 16 | IAI | Ishares U.s. Broker-dealers | +0.2% | +10.60% | 加仓 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | -0.03% | 减仓 |
| 18 | ICE | Intercontinental Exchange In | +0.1% | -1.03% | 减仓 |
| 19 | FISV | Fiserv Inc | +0.1% | +0.80% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -0.97% | 减仓 |
| 21 | APD | Air Products & Chemicals Inc | +0.1% | -3.19% | 减仓 |
| 22 | BBY | Best Buy Co Inc | +0.1% | -5.40% | 减仓 |
| 23 | IQV | Iqvia Holdings Inc | +0.1% | +4.58% | 加仓 |
| 24 | MDT | Medtronic plc | +0.1% | -1.86% | 减仓 |
| 25 | SPGI | S&p Global Inc | +0.1% | +2.28% | 加仓 |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | -3.34% | 减仓 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.25% | 加仓 |
| 28 | CME | Cme Group Inc | +0.1% | -3.74% | 减仓 |
| 29 | STE | STERIS plc | +0.1% | +7.73% | 加仓 |
| 30 | IVE | Ishares S&p 500 Value ETF | +0.1% | NEW | 新建仓 |
| 31 | CRM | Salesforce Inc | 0% | +1.07% | 加仓 |
| 32 | ELF | Elf Beauty Inc | -0.1% | — | 不变 |
| 33 | HUM | Humana Inc | -0.1% | EXIT | 清仓 |
| 34 | ET | Energy Transfer LP | -0.1% | EXIT | 清仓 |
| 35 | NXPI | NXP Semiconductors N.V. | -0.1% | +1.21% | 加仓 |
| 36 | IEUR | Ishares Core Msci Europe ETF | -0.1% | -60.55% | 减仓 |
| 37 | DXCM | Dexcom Inc | -0.1% | +11.19% | 加仓 |
| 38 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清仓 |
| 39 | EW | Edwards Lifesciences CORP | -0.2% | -3.54% | 减仓 |
| 40 | AMZN | Amazon.com Inc | -0.2% | -5.16% | 减仓 |
| 41 | MPC | Marathon Petroleum CORP | -0.2% | -1.41% | 减仓 |
| 42 | DVN | Devon Energy CORP | -0.3% | -2.42% | 减仓 |
| 43 | MRK | Merck & Co. Inc. | -0.3% | -2.08% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.06% | 减仓 |
| 45 | XLC | Ss Comm Select Sector Spdr | -0.3% | -17.94% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.4% | -2.12% | 减仓 |
| 47 | HAL | Halliburton Co | -0.5% | EXIT | 清仓 |
| 48 | VPL | Vanguard Ftse Pacific ETF | -0.9% | -62.33% | 减仓 |
| 49 | VEU | Vanguard Ftse All-world Ex-u | -1.1% | -63.38% | 减仓 |
| 50 | CSCO | Cisco Systems Inc | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Harrell Investment Partners, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$4.6亿，共申报了 91 个公开持股仓位。
在 Q3 2024 季度，Harrell Investment Partners, LLC 按市值排列的前三大核心持股分别为：AAPL (6.8%)、AVGO (4.7%)、MSFT (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.8% 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
ADI
市值: US$402.6万
本季最大获利了结 / 清仓标的
CSCO
前期市值: US$457.0万
在 Q3 2024 季度中，Harrell Investment Partners, LLC 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 16 个仓位、减仓 25 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ADI。 本季清仓仓位包含 CSCO。
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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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。