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: 0001731372
申报总市值
US$6.0亿
US$6.0亿
217 檔
9.5%
Q4 2024 季度申报显示，Kendall Capital Management 披露的美股组合总市值为 US$6.0亿，涵盖 217 个不同之权益投资仓位。
Kendall Capital Management 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 21 个全新仓位及加仓 63 档持股的同时，亦同步清仓 14 档并减仓 99 档标的。
在资产配置集中度方面，Kendall Capital Management 的前 5 大核心持股（包含 SMMD, AVGO, VUG 等）合计占整体申报市值的 9.5%，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 217 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 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 5.83% | -4.43% | +64.91% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.93% | +0.04% | -9.11% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.42% | +0.03% | +9.34% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.34% | -0.04% | +1.26% | |
| 5 | OMC | Omnicom Group | 股票-通信服务 | 2.11% | -0.04% | +1.66% | |
| 6 | AVT | Avnet Inc | 股票-科技 | 2.04% | +0.48% | +4.88% | |
| 7 | VSEC | Vse CORP | 股票-工业 | 1.97% | -0.10% | -21.19% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.74% | -0.09% | -0.25% | |
| 9 | VCTR | Victory Capital Holding - A | 股票-其他 | 1.70% | +0.03% | -4.69% | |
| 10 | DELL | Dell Technologies -c | 股票-科技 | 1.65% | +2.18% | +19.04% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.64% | -0.06% | +3.17% | |
| 12 | EQH | Equitable Holdings Inc | 股票-金融 | 1.57% | -0.05% | -1.21% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.57% | -0.07% | -5.94% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.55% | -0.10% | — | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.51% | +0.13% | +2.18% | |
| 16 | CDW | Cdw Corp/de | 股票-科技 | 1.45% | -0.07% | +12.15% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.35% | -0.39% | +148.09% | |
| 18 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.29% | +0.53% | +5.73% | |
| 19 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.26% | -0.19% | -2.24% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 1.24% | +0.95% | -2.63% | |
| 21 | COR | Cencora Inc | 股票-医疗保健 | 1.20% | -0.30% | +5.08% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | -0.03% | +2.53% | |
| 23 | HPQ | Hp Inc | 股票-科技 | 1.10% | +0.01% | +7.39% | |
| 24 | IT | Gartner Inc | 股票-科技 | 1.05% | -0.10% | +39.95% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | +0.03% | +12.02% | |
| 26 | CLS | Celestica Inc | 股票-科技 | 1.03% | -0.05% | -12.79% | |
| 27 | CALM | Cal-maine Foods Inc | 股票-非周期性消费 | 1.01% | -0.08% | -4.56% | |
| 28 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 0.99% | +0.13% | +16.23% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.97% | -0.06% | -0.14% | |
| 30 | CMRE | Costamare Inc. | 股票-其他 | 0.91% | -0.23% | +0.57% | |
| 31 | UNM | Unum Group | 股票-金融 | 0.91% | -0.03% | -2.53% | |
| 32 | FISV | Fiserv Inc | 股票-其他 | 0.91% | -0.08% | -0.50% | |
| 33 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 0.88% | -0.04% | -3.13% | |
| 34 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.84% | — | -1.13% | |
| 35 | VTRS | Viatris Inc | 股票-医疗保健 | 0.82% | — | +7.65% | |
| 36 | HRB | H&r Block Inc | 股票-周期性消费 | 0.81% | -0.09% | +15.35% | |
| 37 | FHI | Federated Hermes Inc | 股票-金融 | 0.79% | — | +13.40% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.79% | -0.11% | +6.69% | |
| 39 | R | Ryder System Inc | 股票-工业 | 0.78% | +0.01% | -3.96% | |
| 40 | CMI | Cummins Inc | 股票-工业 | 0.78% | +0.05% | -0.91% | |
| 41 | ARW | Arrow Electronics Inc | 股票-科技 | 0.77% | +0.15% | -0.04% | |
| 42 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.71% | -0.05% | +13.79% | |
| 43 | LRN | Stride Inc | 股票-非周期性消费 | 0.70% | -0.08% | +24.45% | |
| 44 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.70% | -0.23% | +3.87% | |
| 45 | UPBD | Upbound Group Inc | 股票-其他 | 0.69% | -0.05% | +44.35% | |
| 46 | ✓ | Csg Systems International In | 股票-其他 | 0.69% | -0.91% | EXIT | |
| 47 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.59% | -0.10% | -4.46% | |
| 48 | URI | United Rentals Inc | 股票-工业 | 0.58% | +0.06% | -9.72% | |
| 49 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.58% | -0.06% | +32.45% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.56% | -0.07% | -2.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SMMD | Ishares Russell 2500 ETF | +2.1% | +64.91% | 加仓 |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | +0.7% | +148.09% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.5% | -9.11% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | +351.67% | 加仓 |
| 5 | CLS | Celestica Inc | +0.3% | -12.79% | 减仓 |
| 6 | DFSV | Dimensional US Small Cap Val | +0.3% | NEW | 新建仓 |
| 7 | AVUV | Avantis US Small Cap Value | +0.3% | NEW | 新建仓 |
| 8 | TNL | Travel + Leisure Co | +0.3% | NEW | 新建仓 |
| 9 | IWB | Ishares Russell 1000 ETF | +0.2% | +226.15% | 加仓 |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +9.34% | 加仓 |
| 11 | IT | Gartner Inc | +0.2% | +39.95% | 加仓 |
| 12 | EXPE | Expedia Group Inc | +0.2% | +32.45% | 加仓 |
| 13 | LRN | Stride Inc | +0.2% | +24.45% | 加仓 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +73.28% | 加仓 |
| 15 | TNK | Teekay Tankers Ltd. | +0.2% | NEW | 新建仓 |
| 16 | CALM | Cal-maine Foods Inc | +0.2% | -4.56% | 减仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.02% | 加仓 |
| 18 | GEN | Gen Digital Inc | +0.2% | +97.52% | 加仓 |
| 19 | MUNI | Pimco Intermediate Municipal | +0.2% | NEW | 新建仓 |
| 20 | DELL | Dell Technologies -c | +0.2% | +19.04% | 加仓 |
| 21 | ALSN | Allison Transmission Holding | +0.2% | +87.01% | 加仓 |
| 22 | DLX | Deluxe CORP | +0.2% | +64.69% | 加仓 |
| 23 | UPBD | Upbound Group Inc | +0.1% | +44.35% | 加仓 |
| 24 | THC | Tenet Healthcare CORP | +0.1% | NEW | 新建仓 |
| 25 | FHI | Federated Hermes Inc | +0.1% | +13.40% | 加仓 |
| 26 | ✓ | Fidelis Insurance Hldgs Ltd | +0.1% | +128.27% | 加仓 |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | NEW | 新建仓 |
| 28 | ✓ | Null | +0.1% | NEW | 新建仓 |
| 29 | VCTR | Victory Capital Holding - A | +0.1% | -4.69% | 减仓 |
| 30 | UNM | Unum Group | +0.1% | -2.53% | 减仓 |
| 31 | AMZN | Amazon.com Inc | +0.1% | NEW | 新建仓 |
| 32 | IWL | Ishares Russell Top 200 ETF | +0.1% | NEW | 新建仓 |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新建仓 |
| 34 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | 新建仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | 新建仓 |
| 36 | EQH | Equitable Holdings Inc | +0.1% | -1.21% | 减仓 |
| 37 | BMY | Bristol-myers Squibb Co | +0.1% | +6.69% | 加仓 |
| 38 | MCK | Mckesson CORP | +0.1% | +10.99% | 加仓 |
| 39 | TPR | Tapestry Inc | +0.1% | +1.78% | 加仓 |
| 40 | PRGS | Progress Software CORP | +0.1% | +37.50% | 加仓 |
| 41 | UAL | United Airlines Holdings Inc | +0.1% | +11.11% | 加仓 |
| 42 | SBGI | Sinclair Inc | +0.1% | NEW | 新建仓 |
| 43 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 44 | VTRS | Viatris Inc | +0.1% | +7.65% | 加仓 |
| 45 | FISV | Fiserv Inc | +0.1% | -0.50% | 减仓 |
| 46 | AZO | Autozone Inc | +0.1% | NEW | 新建仓 |
| 47 | GBX | Greenbrier Companies Inc | +0.1% | NEW | 新建仓 |
| 48 | UGI | Ugi CORP | +0.1% | +43.85% | 加仓 |
| 49 | TPL | Texas Pacific Land CORP | +0.1% | NEW | 新建仓 |
| 50 | IMCG | Ishares Morningstar Mid-cap | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Kendall Capital Management 在 Q4 2024 季度的美股持仓总市值约为 US$6.0亿，共申报了 217 个公开持股仓位。
在 Q4 2024 季度，Kendall Capital Management 按市值排列的前三大核心持股分别为：SMMD (5.8%)、AVGO (3.9%)、VUG (2.4%)。其中最大持股仓位 SMMD 占据整体投资组合约 5.8% 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
DFSV
市值: US$98.5万
本季最大获利了结 / 清仓标的
TNK
前期市值: US$101.3万
在 Q4 2024 季度中，Kendall Capital Management 共进行了 197 项持仓异动，包含新建仓 21 个仓位、加仓 63 个仓位、减仓 99 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 DFSV。 本季清仓仓位包含 TNK。
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。