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: 0000920441
申报总市值
US$4.7亿
US$4.7亿
172 檔
28.5%
Q3 2024 季度申报显示，Kelly Lawrence W & Associates Inc/ca 披露的美股组合总市值为 US$4.7亿，涵盖 172 个不同之权益投资仓位。
在 Q3 2024，Kelly Lawrence W & Associates Inc/ca 展现出较为审慎的避险与获利了结姿态。本季共减仓 55 个仓位并完全清仓 6 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，Kelly Lawrence W & Associates Inc/ca 的前 5 大核心持股（包含 AAPL, GOOGL, AMD 等）合计占整体申报市值的 28.5%，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 | 8.54% | -1.02% | -0.81% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.19% | -0.44% | -1.18% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 6.10% | +6.39% | -0.24% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.18% | -1.95% | -1.40% | |
| 5 | FISV | Fiserv Inc | 股票-其他 | 4.05% | — | -0.89% | |
| 6 | ICE | Intercontinental Exchange In | 股票-金融 | 3.66% | -1.52% | -1.06% | |
| 7 | ROP | Roper Technologies Inc | 股票-科技 | 3.66% | -0.69% | -1.53% | |
| 8 | GNRC | Generac Holdings Inc | 股票-工业 | 3.64% | +0.49% | -0.61% | |
| 9 | BR | Broadridge Financial Solutio | 股票-科技 | 3.62% | -0.92% | -1.65% | |
| 10 | DHR | Danaher CORP | 股票-医疗保健 | 3.22% | — | -0.96% | |
| 11 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 3.01% | — | +0.35% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.97% | -0.46% | -0.80% | |
| 13 | COF | Capital One Financial CORP | 股票-金融 | 2.89% | -0.56% | -1.84% | |
| 14 | AMT | American Tower CORP | 股票-房地产 | 2.68% | -0.01% | -0.48% | |
| 15 | ALB | Albemarle CORP | 股票-原材料 | 2.58% | -0.10% | +0.25% | |
| 16 | LFUS | Littelfuse Inc | 股票-科技 | 2.56% | — | +1.10% | |
| 17 | ENOV | Enovis CORP | 股票-其他 | 2.52% | — | +3.71% | |
| 18 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 2.51% | — | +3.03% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.39% | -0.36% | +3.84% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.39% | -0.82% | -0.37% | |
| 21 | CSGP | Costar Group Inc | 股票-房地产 | 2.36% | — | +1.04% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.28% | -0.67% | -0.37% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.73% | — | +0.93% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.56% | -0.21% | -0.48% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.52% | +0.80% | -1.47% | |
| 26 | AFL | Aflac Inc | 股票-金融 | 1.27% | -0.25% | -2.74% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.23% | -0.07% | -4.51% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | -0.17% | -3.24% | |
| 29 | WWD | Woodward Inc | 股票-工业 | 0.76% | -0.26% | -3.89% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.75% | -0.23% | +19.12% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.13% | -0.83% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.42% | -1.85% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.15% | -0.35% | |
| 34 | HXL | Hexcel CORP | 股票-工业 | 0.44% | -0.05% | -4.07% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | -0.06% | -2.35% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.11% | -3.19% | |
| 37 | BWEL | Boswell (jg) Co | 股票-其他 | 0.42% | -0.10% | — | |
| 38 | RITM V0 PERP B债券 | Rithm Capital CORP | 债券 | 0.40% | -0.09% | -0.96% | |
| 39 | SHEL | Shell Plc-adr | 股票-能源 | 0.38% | -0.04% | +6.77% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.34% | EXIT | |
| 41 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.30% | -0.05% | -5.09% | |
| 42 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.26% | -0.06% | — | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.25% | -0.10% | — | |
| 44 | VRSN | Verisign Inc | 股票-科技 | 0.21% | -0.07% | — | |
| 45 | T 5 PERP A债券 | At&t Inc | 债券 | 0.20% | +0.01% | +34.13% | |
| 46 | AGNC V0 PERP E债券 | Agnc Investment CORP | 债券 | 0.18% | -0.04% | -4.89% | |
| 47 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.18% | -0.07% | -8.69% | |
| 48 | DOW | Dow Inc | 股票-原材料 | 0.17% | — | -3.01% | |
| 49 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.17% | -0.11% | -4.55% | |
| 50 | OKE | Oneok Inc | 股票-能源 | 0.16% | — | -27.65% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | -0.81% | 减仓 |
| 2 | FISV | Fiserv Inc | +0.6% | -0.89% | 减仓 |
| 3 | GNRC | Generac Holdings Inc | +0.6% | -0.61% | 减仓 |
| 4 | ICE | Intercontinental Exchange In | +0.5% | -1.06% | 减仓 |
| 5 | AMT | American Tower CORP | +0.4% | -0.48% | 减仓 |
| 6 | IQV | Iqvia Holdings Inc | +0.3% | +0.35% | 加仓 |
| 7 | DHR | Danaher CORP | +0.3% | -0.96% | 减仓 |
| 8 | BR | Broadridge Financial Solutio | +0.2% | -1.65% | 减仓 |
| 9 | AFL | Aflac Inc | +0.2% | -2.74% | 减仓 |
| 10 | JNJ | Johnson & Johnson | +0.2% | -0.37% | 减仓 |
| 11 | CRM | Salesforce Inc | +0.2% | +19.12% | 加仓 |
| 12 | COF | Capital One Financial CORP | +0.1% | -1.84% | 减仓 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +67.15% | 加仓 |
| 14 | HD | Home Depot Inc | +0.1% | -4.51% | 减仓 |
| 15 | KIM | Kimco Realty CORP | +0.1% | +144.27% | 加仓 |
| 16 | LFUS | Littelfuse Inc | +0.1% | +1.10% | 加仓 |
| 17 | COST | Costco Wholesale CORP | +0.1% | -1.40% | 减仓 |
| 18 | V | Visa Inc-class A Shares | +0.1% | -0.80% | 减仓 |
| 19 | WMT | Walmart Inc | +0.1% | +66.67% | 加仓 |
| 20 | ALB 7.25 03-01-27债券 | Albemarle CORP | +0.1% | +320.99% | 加仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.83% | 减仓 |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +36.23% | 加仓 |
| 23 | T 5 PERP A债券 | At&t Inc | +0.1% | +34.13% | 加仓 |
| 24 | DE | Deere & Co | +0.1% | +150.00% | 加仓 |
| 25 | CAT | Caterpillar Inc | +0.1% | +104.38% | 加仓 |
| 26 | CSGP | Costar Group Inc | 0% | +1.04% | 加仓 |
| 27 | PEP | Pepsico Inc | 0% | -0.37% | 减仓 |
| 28 | ABBV | Abbvie Inc | 0% | -2.35% | 减仓 |
| 29 | BAC | Bank Of America CORP | 0% | +43.45% | 加仓 |
| 30 | WFC | Wells Fargo & Co | 0% | +120.00% | 加仓 |
| 31 | PSX | Phillips 66 | 0% | +57.17% | 加仓 |
| 32 | GILD | Gilead Sciences Inc | 0% | -8.69% | 减仓 |
| 33 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 0% | — | 不变 |
| 34 | MMM | 3m Co | 0% | -8.70% | 减仓 |
| 35 | BRK-B | Berkshire Hathaway Inc. | 0% | — | 不变 |
| 36 | COP | Conocophillips | 0% | +28.74% | 加仓 |
| 37 | CPT | Camden Property Trust | 0% | +100.00% | 加仓 |
| 38 | BXP | Bxp Inc | 0% | +83.87% | 加仓 |
| 39 | PG | Procter & Gamble Co/the | 0% | -3.24% | 减仓 |
| 40 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 41 | VRSN | Verisign Inc | 0% | — | 不变 |
| 42 | ABT | Abbott Laboratories | 0% | — | 不变 |
| 43 | ATLC 9.25 01-31-29 *债券 | Atlanticus Holdings CORP | 0% | +35.50% | 加仓 |
| 44 | AEP | American Electric Power Company, Inc. | 0% | — | 不变 |
| 45 | EMR | Emerson Electric Co | 0% | +50.00% | 加仓 |
| 46 | CCI | Crown Castle Inc | 0% | — | 不变 |
| 47 | EXK | Exact Sciences CORP | 0% | — | 不变 |
| 48 | TSLA | Tesla Inc | 0% | — | 不变 |
| 49 | ZTS | Zoetis Inc | 0% | — | 不变 |
| 50 | RTX | Rtx CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Kelly Lawrence W & Associates Inc/ca 在 Q3 2024 季度的美股持仓总市值约为 US$4.7亿，共申报了 172 个公开持股仓位。
在 Q3 2024 季度，Kelly Lawrence W & Associates Inc/ca 按市值排列的前三大核心持股分别为：AAPL (8.5%)、GOOGL (6.2%)、AMD (6.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.5% 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。
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$2.5万
在 Q3 2024 季度中，Kelly Lawrence W & Associates Inc/ca 共进行了 87 项持仓异动，包含新建仓 0 个仓位、加仓 26 个仓位、减仓 55 个仓位以及清仓 6 个仓位。 本季清仓仓位包含 NVDA。
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。