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: 0001569855
申报总市值
US$15.9亿
US$15.9亿
224 檔
13.2%
Q2 2024 季度申报显示，Janney Capital Management LLC 披露的美股组合总市值为 US$15.9亿，涵盖 224 个不同之权益投资仓位。
在 Q2 2024，Janney Capital Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 32 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，Janney Capital Management LLC 的前 5 大核心持股（包含 IEFA, MSFT, TSM 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。
仅显示前 200 大持股（共 224 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.97% | — | -3.40% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.30% | -11.11% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.44% | -0.16% | -3.86% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.43% | — | -9.00% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.20% | — | -8.86% | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.19% | -0.09% | -0.88% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.19% | — | -4.05% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.05% | -0.23% | -4.12% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.67% | — | -2.00% | |
| 10 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.42% | +0.17% | -2.13% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.32% | -0.11% | -1.40% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.32% | -0.27% | -4.55% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.27% | — | — | |
| 14 | BP | Bp Plc-spons Adr | 股票-能源 | 1.26% | — | -0.71% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.25% | — | -3.96% | |
| 16 | XLE | Ss Energy Select Sector | ETF-其他 | 1.24% | — | +39.38% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.23% | — | -1.80% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.21% | — | -19.97% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.17% | — | -3.02% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.15% | — | -1.96% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | — | -4.77% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.12% | — | -3.84% | |
| 23 | MDT | Medtronic plc | 股票-医疗保健 | 1.09% | — | -4.82% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.09% | — | -0.31% | |
| 25 | SPG | Simon Property Group Inc | 股票-房地产 | 1.06% | — | -4.16% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.05% | +0.15% | -3.93% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.03% | — | -4.40% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 1.02% | +0.12% | -4.24% | |
| 29 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.00% | -0.13% | -4.57% | |
| 30 | UBS | UBS Group AG | 股票-金融 | 1.00% | — | -5.66% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.00% | — | -0.27% | |
| 32 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.99% | — | -2.13% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | +0.14% | -5.86% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.98% | +0.22% | -6.86% | |
| 35 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.95% | -0.10% | +38.45% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | -0.10% | +668.57% | |
| 37 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.93% | — | -0.34% | |
| 38 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 0.93% | +0.13% | -3.64% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.93% | — | -2.70% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.92% | -0.16% | -0.79% | |
| 41 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.91% | — | -4.31% | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.89% | — | -5.19% | |
| 43 | AKX | Ansys Inc | 股票-其他 | 0.89% | — | -0.23% | |
| 44 | HON | Honeywell International Inc | 股票-工业 | 0.88% | — | -3.48% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | — | -5.09% | |
| 46 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.86% | — | -1.94% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.86% | — | -5.53% | |
| 48 | URNM | Sprott Uranium Miners ETF | ETF-其他 | 0.84% | — | -1.82% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | — | -4.67% | |
| 50 | SNOW | Snowflake Inc | 股票-科技 | 0.78% | — | +10.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.3% | NEW | 新建仓 |
| 2 | BBY | Best Buy Co Inc | +0.7% | NEW | 新建仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -3.86% | 减仓 |
| 4 | XLI | Ss Industrial Select Sector | +0.5% | +1184.63% | 加仓 |
| 5 | PH | Parker Hannifin CORP | +0.5% | NEW | 新建仓 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | NEW | 新建仓 |
| 7 | AMGN | Amgen Inc | +0.4% | +2355.00% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.4% | -4.12% | 减仓 |
| 9 | XLE | Ss Energy Select Sector | +0.4% | +39.38% | 加仓 |
| 10 | ZTS | Zoetis Inc | +0.3% | +38.45% | 加仓 |
| 11 | PDD | Pdd Holdings Inc | +0.3% | +60.06% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.77% | 减仓 |
| 13 | WMT | Walmart Inc | +0.2% | -3.02% | 减仓 |
| 14 | AMZN | Amazon.com Inc | +0.1% | -0.31% | 减仓 |
| 15 | ADBE | Adobe Inc | +0.1% | -0.79% | 减仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -4.05% | 减仓 |
| 17 | XLC | Ss Comm Select Sector Spdr | 0% | -8.86% | 减仓 |
| 18 | IEFA | Ishares Core Msci Eafe ETF | 0% | -3.40% | 减仓 |
| 19 | BP | Bp Plc-spons Adr | 0% | -0.71% | 减仓 |
| 20 | MSFT | Microsoft CORP | — | -11.11% | 减仓 |
| 21 | IWM | Ishares Russell 2000 ETF | — | -2.00% | 减仓 |
| 22 | SPG | Simon Property Group Inc | 0% | -4.16% | 减仓 |
| 23 | AKX | Ansys Inc | 0% | -0.23% | 减仓 |
| 24 | LIN | Linde plc | 0% | -3.80% | 减仓 |
| 25 | SNOW | Snowflake Inc | 0% | +10.16% | 加仓 |
| 26 | UBS | UBS Group AG | 0% | -5.66% | 减仓 |
| 27 | CSCO | Cisco Systems Inc | 0% | -3.93% | 减仓 |
| 28 | ABBV | Abbvie Inc | -0.1% | -4.55% | 减仓 |
| 29 | KHC | Kraft Heinz Co/the | -0.1% | -4.44% | 减仓 |
| 30 | SLB | Slb LTD | -0.1% | -2.31% | 减仓 |
| 31 | UPS | United Parcel Service-cl B | -0.1% | -5.53% | 减仓 |
| 32 | JNJ | Johnson & Johnson | -0.1% | -5.86% | 减仓 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -3.84% | 减仓 |
| 34 | FMX | Fomento Economico Mex-sp Adr | -0.1% | -0.33% | 减仓 |
| 35 | HD | Home Depot Inc | -0.1% | -6.51% | 减仓 |
| 36 | XLV | Ss Health Care Select Sector | -0.1% | EXIT | 清仓 |
| 37 | IBM | Intl Business Machines CORP | -0.1% | -3.96% | 减仓 |
| 38 | MDT | Medtronic plc | -0.1% | -4.82% | 减仓 |
| 39 | CAT | Caterpillar Inc | -0.1% | -6.86% | 减仓 |
| 40 | TGT | Target CORP | -0.2% | -5.05% | 减仓 |
| 41 | ULTA | Ulta Beauty Inc | -0.2% | -3.20% | 减仓 |
| 42 | PAYX | Paychex Inc | -0.2% | -23.09% | 减仓 |
| 43 | VYMI | Vanguard Int High Dvd Yld In | -0.2% | EXIT | 清仓 |
| 44 | XLRE | Ss Real Estate Select Sector | -0.6% | -52.18% | 减仓 |
| 45 | EXE | Expand Energy CORP | -0.8% | EXIT | 清仓 |
| 46 | V | Visa Inc-class A Shares | -0.9% | EXIT | 清仓 |
| 47 | NOW | Servicenow Inc | -0.9% | EXIT | 清仓 |
| 48 | PEP | Pepsico Inc | -0.9% | EXIT | 清仓 |
| 49 | IEUS | Ishares Msci Europe Small-ca | -1.2% | EXIT | 清仓 |
| 50 | KIE | Ss Spdr S&p Insurance ETF | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Janney Capital Management LLC 在 Q2 2024 季度的美股持仓总市值约为 US$15.9亿，共申报了 224 个公开持股仓位。
在 Q2 2024 季度，Janney Capital Management LLC 按市值排列的前三大核心持股分别为：IEFA (5.0%)、MSFT (2.8%)、TSM (2.4%)。其中最大持股仓位 IEFA 占据整体投资组合约 5.0% 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
XLU
市值: US$1793.3万
本季最大获利了结 / 清仓标的
KIE
前期市值: US$1964.3万
在 Q2 2024 季度中，Janney Capital Management LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 6 个仓位、减仓 32 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 XLU。 本季清仓仓位包含 KIE。
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。