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: 0001806752
申报总市值
US$3.4亿
US$3.4亿
76 檔
13.2%
截至 Q3 2024 季度末，Hixon Zuercher, LLC 的美股持仓估值约为 US$3.4亿，全数申报仓位共有 76 档。
在 Q3 2024，Hixon Zuercher, LLC 进行了温和的常态性持仓调整（包含新建仓 12 档、加仓 11 档、减仓 27 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，Hixon Zuercher, LLC 的前 5 大核心持股（包含 AAPL, JNJ, CAT 等）合计占整体申报市值的 13.2%，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 | 3.64% | +0.13% | -9.04% | |
| 2 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.58% | -0.14% | -1.97% | |
| 3 | CAT | Caterpillar Inc | 股票-工业 | 3.55% | -0.17% | -2.03% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.52% | +0.34% | +1.39% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.30% | +0.10% | -1.94% | |
| 6 | SYK | Stryker CORP | 股票-医疗保健 | 3.13% | -0.24% | -0.70% | |
| 7 | NEE | Nextera Energy Inc | 股票-公用事业 | 3.01% | -0.30% | -1.23% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.83% | -0.11% | -14.98% | |
| 9 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.72% | -0.37% | -19.14% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.70% | +0.69% | -4.57% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | +0.40% | -10.44% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 2.49% | -0.05% | -25.17% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.49% | +0.43% | -0.42% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 2.47% | -0.32% | -1.85% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 2.44% | -2.96% | EXIT | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 2.40% | +0.24% | +0.12% | |
| 17 | HON | Honeywell International Inc | 股票-工业 | 1.95% | -1.91% | EXIT | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.93% | +0.14% | -1.54% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.87% | -0.32% | -2.08% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.85% | +0.99% | -0.71% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.85% | +0.22% | -2.15% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.84% | -0.40% | -1.05% | |
| 23 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.83% | — | +1.21% | |
| 24 | AMT | American Tower CORP | 股票-房地产 | 1.68% | -0.03% | -2.66% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.65% | -0.04% | -45.43% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.61% | -0.05% | — | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 1.59% | -0.21% | -2.47% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.53% | -0.20% | -1.55% | |
| 29 | CPRT | Copart Inc | 股票-工业 | 1.48% | -0.23% | +23.44% | |
| 30 | NFLX | Netflix Inc | 股票-通信服务 | 1.45% | -0.29% | -1.46% | |
| 31 | DOX | Amdocs Limited | 股票-科技 | 1.29% | -0.25% | — | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 1.26% | +1.62% | -5.81% | |
| 33 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.25% | -0.11% | +1.28% | |
| 34 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 1.07% | — | -4.98% | |
| 35 | TDG | Transdigm Group Inc | 股票-工业 | 1.06% | +0.14% | -1.51% | |
| 36 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.03% | -0.08% | -1.62% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.02% | +0.03% | -62.17% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.01% | -0.12% | +0.25% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.97% | -0.07% | -39.82% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.96% | — | -38.68% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.93% | -0.02% | +0.51% | |
| 42 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.92% | -0.21% | — | |
| 43 | PLD | Prologis Inc | 股票-房地产 | 0.89% | -0.04% | -5.18% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.85% | -0.01% | +1.09% | |
| 45 | PPG | Ppg Industries Inc | 股票-原材料 | 0.85% | — | — | |
| 46 | ICE | Intercontinental Exchange In | 股票-金融 | 0.82% | -0.15% | -5.77% | |
| 47 | DE | Deere & Co | 股票-工业 | 0.80% | +0.04% | +1.14% | |
| 48 | MANH | Manhattan Associates Inc | 股票-科技 | 0.79% | -0.03% | — | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | +0.14% | — | |
| 50 | BKR | Baker Hughes Co | 股票-能源 | 0.78% | -0.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1.6% | NEW | 新建仓 |
| 2 | DOX | Amdocs Limited | +1.3% | NEW | 新建仓 |
| 3 | HCA | Hca Healthcare Inc | +0.9% | NEW | 新建仓 |
| 4 | PPG | Ppg Industries Inc | +0.9% | NEW | 新建仓 |
| 5 | MANH | Manhattan Associates Inc | +0.8% | NEW | 新建仓 |
| 6 | BAC | Bank Of America CORP | +0.8% | NEW | 新建仓 |
| 7 | BKR | Baker Hughes Co | +0.8% | NEW | 新建仓 |
| 8 | PFE | Pfizer Inc | +0.7% | NEW | 新建仓 |
| 9 | AEP | American Electric Power | +0.6% | NEW | 新建仓 |
| 10 | OC | Owens Corning | +0.5% | NEW | 新建仓 |
| 11 | NEE | Nextera Energy Inc | +0.3% | -1.23% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.2% | -2.03% | 减仓 |
| 13 | WMT | Walmart Inc | +0.2% | -1.85% | 减仓 |
| 14 | CPRT | Copart Inc | +0.2% | +23.44% | 加仓 |
| 15 | AMT | American Tower CORP | +0.1% | -2.66% | 减仓 |
| 16 | MKTX | Marketaxess Holdings Inc | +0.1% | -4.98% | 减仓 |
| 17 | JPST | Jpmorgan Ultra-short Income | +0.1% | +48.72% | 加仓 |
| 18 | MMM | 3m Co | +0.1% | NEW | 新建仓 |
| 19 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | NEW | 新建仓 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -1.54% | 减仓 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.05% | 减仓 |
| 22 | APD | Air Products & Chemicals Inc | +0.1% | +0.51% | 加仓 |
| 23 | ILMN | Illumina Inc | +0.1% | -2.27% | 减仓 |
| 24 | DE | Deere & Co | 0% | +1.14% | 加仓 |
| 25 | JNJ | Johnson & Johnson | 0% | -1.97% | 减仓 |
| 26 | TDG | Transdigm Group Inc | 0% | -1.51% | 减仓 |
| 27 | ABT | Abbott Laboratories | 0% | +0.25% | 加仓 |
| 28 | ICE | Intercontinental Exchange In | 0% | -5.77% | 减仓 |
| 29 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | +1.21% | 加仓 |
| 30 | GSIE | Goldman Sachs Activebeta Int | — | +0.12% | 加仓 |
| 31 | GS | Goldman Sachs Group Inc | 0% | -2.15% | 减仓 |
| 32 | GSLC | Goldman Activebeta US Lc ETF | 0% | +1.39% | 加仓 |
| 33 | SYK | Stryker CORP | -0.1% | -0.70% | 减仓 |
| 34 | JPM | Jpmorgan Chase & Co | -0.2% | -1.94% | 减仓 |
| 35 | DG | Dollar General CORP | -0.2% | +5.61% | 加仓 |
| 36 | ADBE | Adobe Inc | -0.3% | -1.55% | 减仓 |
| 37 | SCHW | Schwab (charles) CORP | -0.3% | +1.28% | 加仓 |
| 38 | AMZN | Amazon.com Inc | -0.3% | -0.42% | 减仓 |
| 39 | APH | Amphenol Corp-cl A | -0.3% | -28.07% | 减仓 |
| 40 | EW | Edwards Lifesciences CORP | -0.4% | +1.14% | 加仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.71% | 减仓 |
| 42 | NVDA | Nvidia CORP | -0.4% | -4.57% | 减仓 |
| 43 | ORCL | Oracle CORP | -0.4% | -38.68% | 减仓 |
| 44 | MCD | Mcdonald's CORP | -0.5% | -39.82% | 减仓 |
| 45 | TSLA | Tesla Inc | -0.6% | -76.92% | 减仓 |
| 46 | COST | Costco Wholesale CORP | -0.6% | -14.98% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.6% | -10.44% | 减仓 |
| 48 | MA | Mastercard Inc - A | -0.7% | -25.17% | 减仓 |
| 49 | SBUX | Starbucks CORP | -1.3% | -62.17% | 减仓 |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -1.6% | -45.43% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Hixon Zuercher, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.4亿，共申报了 76 个公开持股仓位。
在 Q3 2024 季度，Hixon Zuercher, LLC 按市值排列的前三大核心持股分别为：AAPL (3.6%)、JNJ (3.6%)、CAT (3.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.6% 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
TLT
市值: US$411.1万
本季最大获利了结 / 清仓标的
JNJ
前期市值: US$841.1万
在 Q3 2024 季度中，Hixon Zuercher, LLC 共进行了 50 项持仓异动，包含新建仓 12 个仓位、加仓 11 个仓位、减仓 27 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 TLT。
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。