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: 0000928052
申报总市值
US$75.4亿
US$75.4亿
1033 檔
21.4%
在 Q4 2024 申报期间，Hm Payson & Co（CIK: 0000928052）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$75.4亿，共持有 1033 个公开申报仓位。
在 Q4 2024，Hm Payson & Co 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 28 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Hm Payson & Co 的前 5 大核心持股（包含 AAPL, AVGO, MSFT 等）合计占整体申报市值的 21.4%，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 1033 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 | AAPL | Apple Inc | 股票-科技 | 7.54% | +0.19% | +1.35% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 6.01% | +0.49% | -0.97% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.58% | -0.39% | +1.39% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.67% | +0.56% | +0.27% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.54% | +0.31% | +2.30% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.00% | +0.09% | +2.82% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.20% | -0.02% | +0.10% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.19% | +0.09% | +0.34% | |
| 9 | ACN | Accenture plc | 股票-科技 | 1.89% | -0.60% | +2.71% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | -0.09% | -0.97% | |
| 11 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.86% | -0.23% | +795.56% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.86% | +0.10% | +6.45% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.74% | +0.03% | -0.31% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.73% | -0.29% | +1.48% | |
| 15 | LHX | L3harris Technologies Inc | 股票-工业 | 1.67% | -0.43% | +2.94% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.64% | — | +7.58% | |
| 17 | AME | Ametek Inc | 股票-工业 | 1.62% | +0.04% | +0.67% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.62% | +0.12% | +0.05% | |
| 19 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.55% | -0.23% | +15.09% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.47% | -0.22% | +8.01% | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 1.40% | +2.06% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | -0.20% | +0.48% | |
| 23 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.29% | — | +10.15% | |
| 24 | AZO | Autozone Inc | 股票-周期性消费 | 1.25% | -0.16% | +3.68% | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 1.16% | +0.62% | +39.85% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.12% | -0.12% | +654.58% | |
| 27 | HUBB | Hubbell Inc | 股票-工业 | 1.08% | -0.05% | +6.69% | |
| 28 | CDW | Cdw Corp/de | 股票-科技 | 1.07% | -0.08% | -7.78% | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.02% | -0.05% | -1.27% | |
| 30 | SPGI | S&p Global Inc | 股票-金融 | 1.01% | -0.14% | +0.49% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.01% | -0.22% | -0.39% | |
| 32 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.92% | -0.13% | +1.58% | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 0.91% | -0.03% | +3.62% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | +0.07% | -3.50% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.91% | -0.13% | +43.35% | |
| 36 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.89% | -0.02% | -0.26% | |
| 37 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.83% | -0.09% | -21.16% | |
| 38 | CAT | Caterpillar Inc | 股票-工业 | 0.80% | -0.33% | -0.97% | |
| 39 | AON | Aon plc | 股票-金融 | 0.78% | -0.42% | +0.66% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.75% | -0.12% | -1.86% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.73% | +0.12% | -0.18% | |
| 42 | NVT | nVent Electric plc | 股票-工业 | 0.70% | +0.22% | +38.57% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.12% | +7.08% | |
| 44 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.67% | +0.02% | -0.95% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | -0.06% | +0.49% | |
| 46 | TYL | Tyler Technologies Inc | 股票-科技 | 0.61% | -0.08% | -0.39% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | -0.14% | -0.55% | |
| 48 | GD | General Dynamics CORP | 股票-工业 | 0.60% | -0.08% | +0.56% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.03% | +3.81% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.55% | -0.14% | +7.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBTH | Ishares Ibonds Dec 2027 Term | +1.7% | +795.56% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1.5% | -0.97% | 减仓 |
| 3 | LRCX | Lam Research CORP | +1.4% | NEW | 新建仓 |
| 4 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +1% | +654.58% | 加仓 |
| 5 | AAPL | Apple Inc | +0.6% | +1.35% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +0.27% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.5% | +2.82% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.4% | +2.30% | 加仓 |
| 9 | V | Visa Inc-class A Shares | +0.3% | +0.34% | 加仓 |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | +0.3% | +43.35% | 加仓 |
| 11 | DE | Deere & Co | +0.2% | +675.25% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.05% | 加仓 |
| 13 | IBTG | Ishares Ibonds Dec 2026 Term | +0.2% | +15.09% | 加仓 |
| 14 | NVT | nVent Electric plc | +0.2% | +38.57% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +0.48% | 加仓 |
| 16 | ASML | ASML Holding N.V. | +0.2% | +39.85% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.1% | +0.10% | 加仓 |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +10.15% | 加仓 |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +7.58% | 加仓 |
| 20 | AME | Ametek Inc | +0.1% | +0.67% | 加仓 |
| 21 | AZO | Autozone Inc | +0.1% | +3.68% | 加仓 |
| 22 | AXP | American Express Co | +0.1% | +3.91% | 加仓 |
| 23 | META | Meta Platforms Inc-class A | 0% | +1.48% | 加仓 |
| 24 | PFE | Pfizer Inc | -0.1% | -10.96% | 减仓 |
| 25 | HPQ | Hp Inc | -0.1% | -16.20% | 减仓 |
| 26 | MCD | Mcdonald's CORP | -0.1% | -0.39% | 减仓 |
| 27 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -91.51% | 减仓 |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | -1.57% | 减仓 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | +1.58% | 加仓 |
| 30 | CAT | Caterpillar Inc | -0.1% | -0.97% | 减仓 |
| 31 | DHR | Danaher CORP | -0.1% | +7.89% | 加仓 |
| 32 | GD | General Dynamics CORP | -0.1% | +0.56% | 加仓 |
| 33 | HD | Home Depot Inc | -0.1% | -0.31% | 减仓 |
| 34 | ABBV | Abbvie Inc | -0.1% | +6.45% | 加仓 |
| 35 | NXPI | NXP Semiconductors N.V. | -0.1% | -5.58% | 减仓 |
| 36 | OTIS | Otis Worldwide CORP | -0.1% | -0.26% | 减仓 |
| 37 | JNJ | Johnson & Johnson | -0.2% | -3.50% | 减仓 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.2% | +8.01% | 加仓 |
| 39 | LHX | L3harris Technologies Inc | -0.2% | +2.94% | 加仓 |
| 40 | AMGN | Amgen Inc | -0.2% | +3.62% | 加仓 |
| 41 | TEX | Terex CORP | -0.2% | -96.80% | 减仓 |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | -35.50% | 减仓 |
| 43 | DHI | Dr Horton Inc | -0.3% | -0.95% | 减仓 |
| 44 | WEX | Wex Inc | -0.4% | -58.60% | 减仓 |
| 45 | MPC | Marathon Petroleum CORP | -0.4% | -21.16% | 减仓 |
| 46 | CDW | Cdw Corp/de | -0.5% | -7.78% | 减仓 |
| 47 | MRK | Merck & Co. Inc. | -0.7% | -51.27% | 减仓 |
| 48 | IBDP | Ishares Ibonds Dec 2024 Term | -1.2% | EXIT | 清仓 |
| 49 | IBTE | Ishares Ibonds Dec 2024 Term | -1.5% | EXIT | 清仓 |
| 50 | LRCXEUR | Lam Research CORP | -1.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Hm Payson & Co 在 Q4 2024 季度的美股持仓总市值约为 US$75.4亿，共申报了 1033 个公开持股仓位。
在 Q4 2024 季度，Hm Payson & Co 按市值排列的前三大核心持股分别为：AAPL (7.5%)、AVGO (6.0%)、MSFT (5.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.5% 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
LRCX
市值: US$8279.7万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$9036.4万
在 Q4 2024 季度中，Hm Payson & Co 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 28 个仓位、减仓 18 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 LRCXEUR。
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。