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: 0001166620
申报总市值
US$12.7亿
US$12.7亿
170 檔
24.6%
在 Q3 2024 申报期间，KLCM Advisors, Inc.（CIK: 0001166620）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$12.7亿，共持有 170 个公开申报仓位。
KLCM Advisors, Inc. 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 23 档持股的同时，亦同步清仓 1 档并减仓 22 档标的。
在资产配置集中度方面，KLCM Advisors, Inc. 的前 5 大核心持股（包含 , , BMY 等）合计占整体申报市值的 24.6%，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 | ✓ | 股票-其他 | 23.76% | — | +0.21% | ||
| 2 | ✓ | 股票-其他 | 3.42% | — | -0.71% | ||
| 3 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 3.41% | -0.21% | +31.73% | |
| 4 | C | Citigroup Inc | 股票-金融 | 3.39% | +0.25% | -2.68% | |
| 5 | BA | Boeing Co/the | 股票-工业 | 3.14% | +0.01% | +6.85% | |
| 6 | NEM | Newmont CORP | 股票-原材料 | 3.07% | -0.02% | -26.69% | |
| 7 | MCS | Marcus Corporation | 股票-其他 | 2.97% | +0.34% | +5.62% | |
| 8 | ✓ | 股票-其他 | 2.76% | — | +1.58% | ||
| 9 | T | At&t Inc | 股票-通信服务 | 2.35% | -0.05% | -20.44% | |
| 10 | KVUE | Kenvue Inc | 股票-非周期性消费 | 2.34% | — | -0.41% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.19% | +0.22% | +12.36% | |
| 12 | ✓ | 股票-其他 | 2.10% | — | -13.57% | ||
| 13 | ✓ | 股票-其他 | 1.88% | — | +2.33% | ||
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 1.84% | -0.07% | +4.39% | |
| 15 | TFC | Truist Financial CORP | 股票-金融 | 1.79% | -0.04% | — | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.75% | +0.09% | -35.53% | |
| 17 | ✓ | 股票-其他 | 1.69% | — | +115.81% | ||
| 18 | HAL | Halliburton Co | 股票-能源 | 1.67% | -0.86% | +4.12% | |
| 19 | DOW | Dow Inc | 股票-原材料 | 1.67% | -0.42% | +4.73% | |
| 20 | CTRA | Coterra Energy Inc | 股票-能源 | 1.64% | -0.03% | EXIT | |
| 21 | ✓ | 股票-其他 | 1.55% | — | -29.64% | ||
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.50% | — | -34.77% | |
| 23 | BLDR | Builders Firstsource Inc | 股票-工业 | 1.44% | +0.05% | — | |
| 24 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.33% | -0.11% | -0.17% | |
| 25 | GT | Goodyear Tire & Rubber Co | 股票-周期性消费 | 1.17% | -0.27% | +29.37% | |
| 26 | HN9 | Hanesbrands Inc | 股票-其他 | 1.15% | — | -5.86% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.15% | -0.06% | +5.53% | |
| 28 | ✓ | 股票-其他 | 1.08% | — | -3.47% | ||
| 29 | ✓ | 股票-其他 | 1.02% | — | +7.13% | ||
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | +0.10% | +18.56% | |
| 31 | PTEN | Patterson-uti Energy Inc | 股票-能源 | 0.92% | -0.03% | +16.51% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.02% | -5.19% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.71% | +0.08% | -0.56% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.60% | — | -0.04% | |
| 35 | ✓ | 股票-其他 | 0.53% | — | -79.79% | ||
| 36 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.07% | +7.32% | |
| 37 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.45% | -0.04% | +36.63% | |
| 38 | PFE | Pfizer Inc | 股票-医疗保健 | 0.45% | -0.07% | +2.36% | |
| 39 | FISV | Fiserv Inc | 股票-其他 | 0.43% | -0.05% | +5.31% | |
| 40 | ✓ | 股票-其他 | 0.41% | — | +53.76% | ||
| 41 | ✓ | 股票-其他 | 0.41% | — | -4.31% | ||
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | +2.52% | |
| 43 | ✓ | 股票-其他 | 0.39% | — | +827.22% | ||
| 44 | ✓ | 股票-其他 | 0.37% | — | -29.94% | ||
| 45 | WRB | Wr Berkley CORP | 股票-金融 | 0.37% | — | +50.00% | |
| 46 | ✓ | 股票-其他 | 0.35% | — | -12.94% | ||
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | +0.02% | -0.41% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.35% | +0.03% | +40.68% | |
| 49 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.31% | — | +10.31% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | -0.10% | +16.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TFC | Truist Financial CORP | +1.8% | NEW | 新建仓 |
| 2 | BLDR | Builders Firstsource Inc | +1.4% | NEW | 新建仓 |
| 3 | BMY | Bristol-myers Squibb Co | +1.3% | +31.73% | 加仓 |
| 4 | MCS | Marcus Corporation | +0.8% | +5.62% | 加仓 |
| 5 | APA | Apa CORP | +0.7% | — | 加仓 |
| 6 | ATI | Ati Inc | +0.5% | — | 减仓 |
| 7 | KVUE | Kenvue Inc | +0.4% | -0.41% | 减仓 |
| 8 | CTRA | Coterra Energy Inc | +0.4% | +49.57% | 加仓 |
| 9 | AAPL | Apple Inc | +0.4% | +12.36% | 加仓 |
| 10 | TGT | Target CORP | +0.4% | — | 加仓 |
| 11 | HN9 | Hanesbrands Inc | +0.3% | -5.86% | 减仓 |
| 12 | KEY | Keycorp | +0.3% | NEW | 新建仓 |
| 13 | NUE | Nucor CORP | +0.2% | NEW | 新建仓 |
| 14 | BBY | Best Buy Co Inc | +0.2% | -0.17% | 减仓 |
| 15 | CSCO | Cisco Systems Inc | +0.2% | — | 加仓 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +61.68% | 加仓 |
| 17 | NOW | Servicenow Inc | +0.1% | — | 加仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 加仓 |
| 19 | NFLX | Netflix Inc | +0.1% | — | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +36.63% | 加仓 |
| 21 | UPS | United Parcel Service-cl B | +0.1% | +40.68% | 加仓 |
| 22 | MSFT | Microsoft CORP | +0.1% | +18.56% | 加仓 |
| 23 | MAN | Manpowergroup Inc | +0.1% | — | 加仓 |
| 24 | FISV | Fiserv Inc | +0.1% | +5.31% | 加仓 |
| 25 | AVGO | Broadcom Inc | +0.1% | +1694.66% | 加仓 |
| 26 | DOW | Dow Inc | +0.1% | +4.73% | 加仓 |
| 27 | USB | US Bancorp | +0.1% | -0.56% | 减仓 |
| 28 | WEC | Wec Energy Group Inc | +0.1% | — | 减仓 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -5.19% | 减仓 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | — | 减仓 |
| 31 | KMI | Kinder Morgan, Inc. | -0.1% | — | 减仓 |
| 32 | GM | General Motors Co | -0.1% | — | 减仓 |
| 33 | PTEN | Patterson-uti Energy Inc | -0.2% | +16.51% | 加仓 |
| 34 | VZ | Verizon Communications Inc | -0.2% | — | 减仓 |
| 35 | ABBV | Abbvie Inc | -0.2% | — | 减仓 |
| 36 | KMB | Kimberly-clark CORP | -0.3% | -83.87% | 减仓 |
| 37 | KEL | Kellanova | -0.3% | -89.22% | 减仓 |
| 38 | HAL | Halliburton Co | -0.3% | +4.12% | 加仓 |
| 39 | C | Citigroup Inc | -0.3% | -2.68% | 减仓 |
| 40 | OGN | Organon & Co | -0.3% | — | 加仓 |
| 41 | GILD | Gilead Sciences Inc | -0.3% | EXIT | 清仓 |
| 42 | T | At&t Inc | -0.3% | -20.44% | 减仓 |
| 43 | NEM | Newmont CORP | -0.4% | -26.69% | 减仓 |
| 44 | GTES | Gates Industrial Corporation plc | -0.5% | — | 减仓 |
| 45 | BA | Boeing Co/the | -0.5% | +6.85% | 加仓 |
| 46 | MDT | Medtronic plc | -0.6% | -34.77% | 减仓 |
| 47 | WBA | Walgreens Boots Alliance Inc | -1.1% | -98.14% | 减仓 |
| 48 | BAC | Bank Of America CORP | -1.1% | -35.53% | 减仓 |
| 49 | NVDA | Nvidia CORP | -1.4% | — | 加仓 |
| 50 | XOM | Exxon Mobil CORP | -2.1% | — | 减仓 |
根据 SEC 官方 Form 13F 申报备案，KLCM Advisors, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$12.7亿，共申报了 170 个公开持股仓位。
在 Q3 2024 季度，KLCM Advisors, Inc. 按市值排列的前三大核心持股分别为： (23.8%)、 (3.4%)、BMY (3.4%)。其中最大持股仓位 占据整体投资组合约 23.8% 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
TFC
市值: US$1512.2万
本季最大获利了结 / 清仓标的
GILD
前期市值: US$248.4万
在 Q3 2024 季度中，KLCM Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 23 个仓位、减仓 22 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 TFC。 本季清仓仓位包含 GILD。
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。