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: 0001802279
申报总市值
US$1.5亿
US$1.5亿
108 檔
38.6%
根据最新整理的 13F 季度数据集，Hummer Financial Advisory Services Inc 于 Q4 2024 结束时的管理资产规模为 US$1.5亿。该机构在本季度申报了 108 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Hummer Financial Advisory Services Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 14 个仓位并完全清仓 8 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，Hummer Financial Advisory Services Inc 的前 5 大核心持股（包含 SPY, ACN, MDY 等）合计占整体申报市值的 38.6%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 15.56% | +1.06% | — | |
| 2 | ACN | Accenture plc | 股票-科技 | 14.16% | -2.97% | — | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 7.75% | +0.46% | — | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.93% | +0.32% | — | |
| 5 | GWW | Ww Grainger Inc | 股票-工业 | 2.96% | +0.41% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.10% | +0.17% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.10% | -1.61% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.76% | +0.34% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | +0.06% | — | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.58% | -0.06% | -0.83% | |
| 11 | SNA | Snap-on Inc | 股票-工业 | 1.50% | +0.04% | — | |
| 12 | ADSK | Autodesk Inc | 股票-科技 | 1.43% | -0.25% | — | |
| 13 | RPM | Rpm International Inc | 股票-原材料 | 1.42% | +0.05% | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | -0.50% | -0.59% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.29% | +0.25% | — | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | -0.05% | -0.95% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.14% | +0.10% | -1.22% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.13% | +0.01% | -2.02% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.08% | +0.05% | — | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 0.97% | -0.01% | -3.08% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.92% | -0.06% | — | |
| 22 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.83% | -0.06% | -4.48% | |
| 23 | CTAS | Cintas CORP | 股票-工业 | 0.81% | -0.04% | +300.00% | |
| 24 | PSA | Public Storage | 股票-房地产 | 0.77% | +0.06% | — | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 0.75% | +0.20% | -3.14% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.75% | +0.09% | — | |
| 27 | CPT | Camden Property Trust | 股票-房地产 | 0.74% | +0.05% | -2.43% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | +0.17% | -5.90% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.70% | -0.11% | -1.26% | |
| 30 | EXR | Extra Space Storage Inc | 股票-房地产 | 0.70% | +0.02% | — | |
| 31 | PH | Parker Hannifin CORP | 股票-工业 | 0.68% | +0.01% | — | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | -0.11% | — | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.61% | -0.03% | — | |
| 34 | MMM | 3m Co | 股票-工业 | 0.58% | +0.02% | -1.74% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | +0.12% | — | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.52% | -0.02% | — | |
| 37 | TSLA | Tesla Inc | 股票-周期性消费 | 0.51% | +0.03% | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.17% | -4.51% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.22% | — | |
| 40 | ITW | Illinois Tool Works | 股票-工业 | 0.46% | -0.01% | — | |
| 41 | EMR | Emerson Electric Co | 股票-工业 | 0.46% | +0.01% | -4.08% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | +0.04% | — | |
| 43 | AON | Aon plc | 股票-金融 | 0.44% | -0.01% | -11.54% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.42% | -0.03% | — | |
| 45 | AVY | Avery Dennison CORP | 股票-周期性消费 | 0.42% | -0.05% | -3.44% | |
| 46 | WMT | Walmart Inc | 股票-非周期性消费 | 0.41% | -0.08% | -6.49% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.41% | -0.03% | — | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.41% | — | -1.89% | |
| 49 | DTE | Dte Energy Company | 股票-公用事业 | 0.41% | -0.01% | -4.53% | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.40% | -0.36% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.9% | — | 不变 |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | 新建仓 |
| 3 | CTAS | Cintas CORP | +0.6% | +300.00% | 加仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | — | 不变 |
| 5 | COP | Conocophillips | +0.2% | NEW | 新建仓 |
| 6 | SNA | Snap-on Inc | +0.2% | — | 不变 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | — | 不变 |
| 8 | TSLA | Tesla Inc | +0.2% | — | 不变 |
| 9 | WFC | Wells Fargo & Co | +0.2% | NEW | 新建仓 |
| 10 | CARR | Carrier Global CORP | +0.2% | NEW | 新建仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | — | 不变 |
| 12 | ADSK | Autodesk Inc | +0.1% | — | 不变 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | 不变 |
| 14 | AAPL | Apple Inc | +0.1% | — | 不变 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不变 |
| 16 | NFLX | Netflix Inc | +0.1% | — | 不变 |
| 17 | SHOP | Shopify Inc - Class A | +0.1% | — | 不变 |
| 18 | CSCO | Cisco Systems Inc | 0% | — | 不变 |
| 19 | ACN | Accenture plc | 0% | — | 不变 |
| 20 | TMO | Thermo Fisher Scientific Inc | 0% | — | 不变 |
| 21 | DTE | Dte Energy Company | 0% | -4.53% | 减仓 |
| 22 | WEC | Wec Energy Group Inc | -0.1% | -4.48% | 减仓 |
| 23 | CI | THE Cigna Group | -0.1% | — | 不变 |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -0.83% | 减仓 |
| 25 | DHR | Danaher CORP | -0.1% | — | 不变 |
| 26 | MSFT | Microsoft CORP | -0.1% | -1.61% | 减仓 |
| 27 | HD | Home Depot Inc | -0.1% | -3.08% | 减仓 |
| 28 | CPT | Camden Property Trust | -0.1% | -2.43% | 减仓 |
| 29 | MRK | Merck & Co. Inc. | -0.1% | -1.89% | 减仓 |
| 30 | AMD | Advanced Micro Devices | -0.1% | — | 不变 |
| 31 | AVY | Avery Dennison CORP | -0.1% | -3.44% | 减仓 |
| 32 | MPC | Marathon Petroleum CORP | -0.1% | — | 不变 |
| 33 | QCOM | Qualcomm Inc | -0.1% | -3.14% | 减仓 |
| 34 | NEE | Nextera Energy Inc | -0.1% | -14.81% | 减仓 |
| 35 | AVAV | Aerovironment Inc | -0.1% | — | 不变 |
| 36 | TFX | Teleflex Inc | -0.1% | — | 不变 |
| 37 | ABBV | Abbvie Inc | -0.1% | -1.22% | 减仓 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -0.59% | 减仓 |
| 39 | EXR | Extra Space Storage Inc | -0.1% | — | 不变 |
| 40 | JNJ | Johnson & Johnson | -0.2% | -0.95% | 减仓 |
| 41 | PSA | Public Storage | -0.2% | — | 不变 |
| 42 | LLY | Eli Lilly & Co | -0.2% | -5.90% | 减仓 |
| 43 | MRO* | Marathon Oil CORP | -0.2% | EXIT | 清仓 |
| 44 | NVS | Novartis Ag-sponsored Adr | -0.2% | EXIT | 清仓 |
| 45 | INTC | Intel CORP | -0.2% | EXIT | 清仓 |
| 46 | MDT | Medtronic plc | -0.2% | EXIT | 清仓 |
| 47 | KLAC | Kla CORP | -0.2% | EXIT | 清仓 |
| 48 | BOXX | Alpha Architect 1-3 Mnth Box | -0.2% | EXIT | 清仓 |
| 49 | BLKCHF | Blackrock Inc | -0.6% | EXIT | 清仓 |
| 50 | RTX | Rtx CORP | -0.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Hummer Financial Advisory Services Inc 在 Q4 2024 季度的美股持仓总市值约为 US$1.5亿，共申报了 108 个公开持股仓位。
在 Q4 2024 季度，Hummer Financial Advisory Services Inc 按市值排列的前三大核心持股分别为：SPY (15.6%)、ACN (14.2%)、MDY (7.8%)。其中最大持股仓位 SPY 占据整体投资组合约 15.6% 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
BLK
市值: US$76.9万
本季最大获利了结 / 清仓标的
RTX
前期市值: US$87.8万
在 Q4 2024 季度中，Hummer Financial Advisory Services Inc 共进行了 27 项持仓异动，包含新建仓 4 个仓位、加仓 1 个仓位、减仓 14 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 RTX。
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。