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: 0000920441
申报总市值
US$4.7亿
US$4.7亿
169 檔
28.9%
在 Q4 2024 的 13F 官方备案中，Kelly Lawrence W & Associates Inc/ca 管理的美股投资组合规模来到 US$4.7亿，整体持股档数为 169 档。
在 Q4 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 39 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，Kelly Lawrence W & Associates Inc/ca 的前 5 大核心持股（包含 AAPL, GOOGL, COST 等）合计占整体申报市值的 28.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
HIMS
市值: US$1138.4万
本季最大获利了结 / 清仓标的
IQV
前期市值: US$1336.5万
| # | 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 | 9.41% | -1.02% | -0.92% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.28% | -0.44% | -0.38% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.48% | -1.95% | -1.12% | |
| 4 | FISV | Fiserv Inc | 股票-其他 | 4.76% | — | -0.81% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 4.68% | +6.39% | +0.73% | |
| 6 | BR | Broadridge Financial Solutio | 股票-科技 | 3.94% | -0.92% | -0.07% | |
| 7 | GNRC | Generac Holdings Inc | 股票-工业 | 3.68% | +0.49% | — | |
| 8 | COF | Capital One Financial CORP | 股票-金融 | 3.56% | -0.56% | +0.18% | |
| 9 | ROP | Roper Technologies Inc | 股票-科技 | 3.56% | -0.69% | +0.69% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 3.54% | -0.46% | +0.31% | |
| 11 | ICE | Intercontinental Exchange In | 股票-金融 | 3.51% | -1.52% | +0.10% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.92% | -0.36% | +0.26% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 2.87% | — | +4.24% | |
| 14 | ENOV | Enovis CORP | 股票-其他 | 2.79% | — | +5.05% | |
| 15 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 2.66% | +0.53% | — | |
| 16 | PAYC | Paycom Software Inc | 股票-科技 | 2.53% | — | — | |
| 17 | ALB | Albemarle CORP | 股票-原材料 | 2.42% | -0.10% | -0.28% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 2.39% | — | +6413.84% | |
| 19 | LFUS | Littelfuse Inc | 股票-科技 | 2.38% | — | +1.33% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.17% | -0.82% | -2.13% | |
| 21 | CSGP | Costar Group Inc | 股票-房地产 | 2.16% | — | -6.77% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.99% | -0.67% | -5.18% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.74% | -0.21% | -4.85% | |
| 24 | AMAT | Applied Materials Inc | 股票-科技 | 1.28% | +0.80% | +0.60% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.23% | -0.07% | — | |
| 26 | AFL | Aflac Inc | 股票-金融 | 1.22% | -0.25% | — | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.95% | -0.23% | +0.74% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | -0.17% | -0.95% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.80% | +0.13% | -4.99% | |
| 30 | WWD | Woodward Inc | 股票-工业 | 0.73% | -0.26% | -5.44% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.42% | -4.22% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.15% | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.11% | +1.54% | |
| 34 | HXL | Hexcel CORP | 股票-工业 | 0.44% | -0.05% | -5.24% | |
| 35 | BWEL | Boswell (jg) Co | 股票-其他 | 0.43% | -0.10% | — | |
| 36 | RITM V0 PERP B债券 | Rithm Capital CORP | 债券 | 0.41% | -0.09% | — | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.41% | -0.06% | +0.88% | |
| 38 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | -0.04% | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.34% | EXIT | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.26% | -0.10% | -11.95% | |
| 41 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.26% | -0.05% | — | |
| 42 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.25% | -0.06% | — | |
| 43 | VRSN | Verisign Inc | 股票-科技 | 0.24% | -0.07% | — | |
| 44 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.20% | -0.11% | — | |
| 45 | T 5 PERP A债券 | At&t Inc | 债券 | 0.19% | +0.01% | — | |
| 46 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.19% | -0.07% | -7.83% | |
| 47 | AGNC V0 PERP E债券 | Agnc Investment CORP | 债券 | 0.19% | -0.04% | — | |
| 48 | OKE | Oneok Inc | 股票-能源 | 0.18% | — | — | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.16% | -0.09% | — | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.16% | -0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HIMS | Hims & Hers Health Inc | +2.7% | NEW | 新建仓 |
| 2 | PAYC | Paycom Software Inc | +2.5% | NEW | 新建仓 |
| 3 | ADBE | Adobe Inc | +2.4% | +6413.84% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.1% | -0.38% | 减仓 |
| 5 | AAPL | Apple Inc | +0.9% | -0.92% | 减仓 |
| 6 | FISV | Fiserv Inc | +0.7% | -0.81% | 减仓 |
| 7 | COF | Capital One Financial CORP | +0.7% | +0.18% | 加仓 |
| 8 | V | Visa Inc-class A Shares | +0.6% | +0.31% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.5% | +0.26% | 加仓 |
| 10 | BR | Broadridge Financial Solutio | +0.3% | -0.07% | 减仓 |
| 11 | COST | Costco Wholesale CORP | +0.3% | -1.12% | 减仓 |
| 12 | ENOV | Enovis CORP | +0.3% | +5.05% | 加仓 |
| 13 | CRM | Salesforce Inc | +0.2% | +0.74% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -4.85% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +1.54% | 加仓 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -4.99% | 减仓 |
| 17 | GNRC | Generac Holdings Inc | 0% | — | 不变 |
| 18 | HON | Honeywell International Inc | 0% | +65.66% | 加仓 |
| 19 | EW | Edwards Lifesciences CORP | 0% | — | 不变 |
| 20 | VRSN | Verisign Inc | 0% | — | 不变 |
| 21 | OCMAX | Ocm Gold Fund-atlas | 0% | NEW | 新建仓 |
| 22 | OKE | Oneok Inc | 0% | — | 不变 |
| 23 | WMT | Walmart Inc | 0% | — | 不变 |
| 24 | BXP | Bxp Inc | 0% | +75.44% | 加仓 |
| 25 | TSLA | Tesla Inc | 0% | — | 不变 |
| 26 | WFC | Wells Fargo & Co | 0% | — | 不变 |
| 27 | MSFT | Microsoft CORP | 0% | — | 不变 |
| 28 | BAC | Bank Of America CORP | 0% | — | 不变 |
| 29 | TMO | Thermo Fisher Scientific Inc | 0% | +51.52% | 加仓 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 0% | NEW | 新建仓 |
| 31 | GEV | GE Vernova Inc | 0% | -7.67% | 减仓 |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | 不变 |
| 33 | UNM | Unum Group | 0% | — | 不变 |
| 34 | BWEL | Boswell (jg) Co | 0% | — | 不变 |
| 35 | ET | Energy Transfer LP | 0% | — | 不变 |
| 36 | GILD | Gilead Sciences Inc | 0% | -7.83% | 减仓 |
| 37 | RITM V0 PERP B债券 | Rithm Capital CORP | 0% | — | 不变 |
| 38 | T | At&t Inc | 0% | -5.23% | 减仓 |
| 39 | DE | Deere & Co | 0% | — | 不变 |
| 40 | SCHW | Schwab (charles) CORP | 0% | -11.95% | 减仓 |
| 41 | ABT | Abbott Laboratories | 0% | — | 不变 |
| 42 | AGNC V0 PERP E债券 | Agnc Investment CORP | 0% | — | 不变 |
| 43 | SBLGX | Clearbridge Lrg Cap Grow-a | 0% | +5.20% | 加仓 |
| 44 | WBD | Warner Bros Discovery Inc | 0% | -9.40% | 减仓 |
| 45 | RITM V6.375 PERP C债券 | Rithm Capital CORP | 0% | — | 不变 |
| 46 | HD | Home Depot Inc | — | — | 不变 |
| 47 | HXL | Hexcel CORP | — | -5.24% | 减仓 |
| 48 | VRTX | Vertex Pharmaceuticals Inc | — | — | 不变 |
| 49 | SLB | Slb LTD | — | -9.49% | 减仓 |
| 50 | MDT | Medtronic plc | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Kelly Lawrence W & Associates Inc/ca 在 Q4 2024 季度的美股持仓总市值约为 US$4.7亿，共申报了 169 个公开持股仓位。
在 Q4 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 (9.4%)、GOOGL (7.3%)、COST (5.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.4% 的权重。
在 Q4 2024 季度中，Kelly Lawrence W & Associates Inc/ca 共进行了 72 项持仓异动，包含新建仓 5 个仓位、加仓 20 个仓位、减仓 39 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 HIMS。 本季清仓仓位包含 IQV。
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。
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。
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。