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: 0001020580
申报总市值
US$3.6亿
US$3.6亿
67 檔
49.9%
根据最新整理的 13F 季度数据集，Keating Investment Counselors Inc 于 Q4 2024 结束时的管理资产规模为 US$3.6亿。该机构在本季度申报了 67 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Keating Investment Counselors Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 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，Keating Investment Counselors Inc 的前 5 大核心持股（包含 KEAT, STIP, BIL 等）合计占整体申报市值的 49.9%，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 | KEAT | Keating Active ETF | ETF-其他 | 24.43% | +0.38% | -0.50% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 16.42% | +1.17% | -0.42% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 9.36% | +0.04% | +16.80% | |
| 4 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 3.29% | -1.27% | -0.13% | |
| 5 | OII | Oceaneering Intl Inc | 股票-能源 | 3.20% | +0.74% | +0.33% | |
| 6 | ABX | Barrick Gold CORP | 股票-金融 | 2.57% | — | -0.33% | |
| 7 | SU | Suncor Energy Inc | 股票-能源 | 2.22% | -0.52% | -0.17% | |
| 8 | PM | Philip Morris International | 股票-非周期性消费 | 2.04% | +0.03% | -0.98% | |
| 9 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 2.02% | -0.13% | -5.01% | |
| 10 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.96% | -0.13% | +2.04% | |
| 11 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.94% | -0.16% | -3.93% | |
| 12 | EQNR | Equinor Asa-spon Adr | 股票-能源 | 1.92% | -0.50% | -12.49% | |
| 13 | UL | Unilever PLC | 股票-非周期性消费 | 1.90% | +0.20% | -0.14% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工业 | 1.87% | -0.14% | -0.27% | |
| 15 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 1.73% | +0.01% | — | |
| 16 | LBTYA | Liberty Global Ltd. | 股票-其他 | 1.72% | +0.01% | +3.21% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.64% | +0.04% | -1.02% | |
| 18 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 1.46% | +0.07% | +0.98% | |
| 19 | JSAIY | J. Sainsbury Plc-spons Adr | 股票-其他 | 1.40% | +0.04% | +29.46% | |
| 20 | CALM | Cal-maine Foods Inc | 股票-非周期性消费 | 1.33% | +0.08% | -43.22% | |
| 21 | NTR | Nutrien LTD | 股票-原材料 | 1.12% | — | +23.91% | |
| 22 | SNREN | Sunrise Communicat-cl A | 股票-其他 | 1.09% | — | — | |
| 23 | LW | Lamb Weston Holdings Inc | 股票-非周期性消费 | 0.98% | +0.10% | +15.87% | |
| 24 | WY | Weyerhaeuser Co | 股票-房地产 | 0.88% | — | -0.24% | |
| 25 | SLB | Slb LTD | 股票-能源 | 0.87% | -0.24% | +2.74% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工业 | 0.77% | +0.15% | -0.26% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -0.10% | -1.02% | |
| 28 | TALO | Talos Energy Inc | 股票-其他 | 0.73% | -0.22% | +5.13% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | -0.01% | -0.99% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.61% | +0.03% | -0.26% | |
| 31 | ✓ | 股票-其他 | 0.51% | — | — | ||
| 32 | SYK | Stryker CORP | 股票-医疗保健 | 0.48% | -0.02% | — | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | — | -0.89% | |
| 34 | MMM | 3m Co | 股票-工业 | 0.39% | +0.01% | -4.93% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.35% | — | -10.76% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.34% | -0.02% | -0.34% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.33% | -0.06% | — | |
| 38 | AAPL | Apple Inc | 股票-科技 | 0.29% | -0.03% | -1.71% | |
| 39 | DOV | Dover CORP | 股票-工业 | 0.28% | +0.01% | -9.38% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | +0.02% | — | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.23% | -0.08% | — | |
| 42 | COP | Conocophillips | 股票-能源 | 0.23% | -0.02% | -2.02% | |
| 43 | RIG | Transocean Ltd. | 股票-能源 | 0.22% | +0.08% | — | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.20% | +0.01% | +30.38% | |
| 45 | HON | Honeywell International Inc | 股票-工业 | 0.20% | -0.05% | — | |
| 46 | NEM | Newmont CORP | 股票-原材料 | 0.19% | -0.10% | — | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.18% | — | -1.06% | |
| 48 | WMT | Walmart Inc | 股票-非周期性消费 | 0.17% | — | — | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.17% | -0.06% | EXIT | |
| 50 | HES | Hess CORP | 股票-其他 | 0.14% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GSK | Gsk Plc-spon Adr | +1.7% | NEW | 新建仓 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.7% | +16.80% | 加仓 |
| 3 | SNREN | Sunrise Communicat-cl A | +1.1% | NEW | 新建仓 |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | +0.5% | -0.42% | 减仓 |
| 5 | OII | Oceaneering Intl Inc | +0.3% | +0.33% | 加仓 |
| 6 | RIG | Transocean Ltd. | +0.2% | NEW | 新建仓 |
| 7 | JSAIY | J. Sainsbury Plc-spons Adr | +0.2% | +29.46% | 加仓 |
| 8 | LW | Lamb Weston Holdings Inc | +0.2% | +15.87% | 加仓 |
| 9 | NTR | Nutrien LTD | +0.2% | +23.91% | 加仓 |
| 10 | DIS | Walt Disney Co/the | +0.1% | -0.89% | 减仓 |
| 11 | BMY | Bristol-myers Squibb Co | +0.1% | +30.38% | 加仓 |
| 12 | PM | Philip Morris International | +0.1% | -0.98% | 减仓 |
| 13 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.13% | 减仓 |
| 14 | NG | Novagold Resources Inc | 0% | +281.25% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | 0% | — | 不变 |
| 16 | EMR | Emerson Electric Co | 0% | -1.06% | 减仓 |
| 17 | SU | Suncor Energy Inc | 0% | -0.17% | 减仓 |
| 18 | HD | Home Depot Inc | 0% | -1.02% | 减仓 |
| 19 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 20 | COP | Conocophillips | 0% | -2.02% | 减仓 |
| 21 | UPS | United Parcel Service-cl B | 0% | -0.26% | 减仓 |
| 22 | SLB | Slb LTD | 0% | +2.74% | 加仓 |
| 23 | MMM | 3m Co | 0% | -4.93% | 减仓 |
| 24 | GDX | Vaneck Gold Miners ETF | 0% | — | 不变 |
| 25 | SHEL | Shell Plc-adr | 0% | -19.40% | 减仓 |
| 26 | PEP | Pepsico Inc | 0% | -0.34% | 减仓 |
| 27 | DOV | Dover CORP | 0% | -9.38% | 减仓 |
| 28 | NOBL | Proshares S&p 500 Dividend A | 0% | -22.87% | 减仓 |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | +136.09% | 加仓 |
| 30 | XOM | Exxon Mobil CORP | 0% | -1.02% | 减仓 |
| 31 | JNJ | Johnson & Johnson | -0.1% | -0.99% | 减仓 |
| 32 | TGT | Target CORP | -0.1% | EXIT | 清仓 |
| 33 | URI | United Rentals Inc | -0.1% | EXIT | 清仓 |
| 34 | NEM | Newmont CORP | -0.1% | — | 不变 |
| 35 | AFL | Aflac Inc | -0.1% | EXIT | 清仓 |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.1% | -0.26% | 减仓 |
| 37 | INTC | Intel CORP | -0.1% | -10.76% | 减仓 |
| 38 | VZ | Verizon Communications Inc | -0.1% | +2.04% | 加仓 |
| 39 | CVS | Cvs Health CORP | -0.1% | EXIT | 清仓 |
| 40 | WY | Weyerhaeuser Co | -0.1% | -0.24% | 减仓 |
| 41 | UL | Unilever PLC | -0.2% | -0.14% | 减仓 |
| 42 | KEAT | Keating Active ETF | -0.2% | -0.50% | 减仓 |
| 43 | LMT | Lockheed Martin CORP | -0.3% | -0.27% | 减仓 |
| 44 | CALM | Cal-maine Foods Inc | -0.3% | -43.22% | 减仓 |
| 45 | EQNR | Equinor Asa-spon Adr | -0.3% | -12.49% | 减仓 |
| 46 | TTEN | Totalenergies Se -spon Adr | -0.4% | -3.93% | 减仓 |
| 47 | VOD | Vodafone Group Plc-sp Adr | -0.4% | -5.01% | 减仓 |
| 48 | ABX | Barrick Gold CORP | -0.6% | -0.33% | 减仓 |
| 49 | LBTYA | Liberty Global Ltd. | -0.9% | +3.21% | 加仓 |
| 50 | HP5A | Equity Commonwealth | -2.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Keating Investment Counselors Inc 在 Q4 2024 季度的美股持仓总市值约为 US$3.6亿，共申报了 67 个公开持股仓位。
在 Q4 2024 季度，Keating Investment Counselors Inc 按市值排列的前三大核心持股分别为：KEAT (24.4%)、STIP (16.4%)、BIL (9.4%)。其中最大持股仓位 KEAT 占据整体投资组合约 24.4% 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
GSK
市值: US$553.3万
本季最大获利了结 / 清仓标的
HP5A
前期市值: US$717.3万
在 Q4 2024 季度中，Keating Investment Counselors Inc 共进行了 46 项持仓异动，包含新建仓 3 个仓位、加仓 11 个仓位、减仓 27 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 GSK。 本季清仓仓位包含 HP5A。
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。