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
175 檔
26.4%
Q4 2024 季度申报显示，KLCM Advisors, Inc. 披露的美股组合总市值为 US$12.7亿，涵盖 175 个不同之权益投资仓位。
在 Q4 2024，KLCM Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 2 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，KLCM Advisors, Inc. 的前 5 大核心持股（包含 , BA, C 等）合计占整体申报市值的 26.4%，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 | 25.60% | — | -0.28% | ||
| 2 | BA | Boeing Co/the | 股票-工业 | 3.62% | +0.01% | +1.33% | |
| 3 | C | Citigroup Inc | 股票-金融 | 3.57% | +0.25% | -4.26% | |
| 4 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 3.49% | -0.21% | -4.15% | |
| 5 | ✓ | 股票-其他 | 2.65% | — | -3.64% | ||
| 6 | MCS | Marcus Corporation | 股票-其他 | 2.54% | +0.34% | -38.60% | |
| 7 | T | At&t Inc | 股票-通信服务 | 2.29% | -0.05% | -3.83% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.26% | +0.22% | -1.74% | |
| 9 | ✓ | 股票-其他 | 2.12% | — | +0.96% | ||
| 10 | NEM | Newmont CORP | 股票-原材料 | 2.08% | -0.02% | -0.68% | |
| 11 | KVUE | Kenvue Inc | 股票-非周期性消费 | 2.05% | — | -2.52% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.00% | -0.07% | -10.62% | |
| 13 | ✓ | 股票-其他 | 1.99% | — | +153.92% | ||
| 14 | ✓ | 股票-其他 | 1.98% | — | -3.18% | ||
| 15 | ✓ | 股票-其他 | 1.86% | — | +19.84% | ||
| 16 | GT | Goodyear Tire & Rubber Co | 股票-周期性消费 | 1.85% | -0.27% | +59.38% | |
| 17 | ✓ | 股票-其他 | 1.79% | — | -2.38% | ||
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.76% | +0.09% | -7.28% | |
| 19 | TFC | Truist Financial CORP | 股票-金融 | 1.75% | -0.04% | -1.44% | |
| 20 | ✓ | 股票-其他 | 1.71% | — | -3.69% | ||
| 21 | CTRA | Coterra Energy Inc | 股票-能源 | 1.61% | -0.03% | EXIT | |
| 22 | HAL | Halliburton Co | 股票-能源 | 1.43% | -0.86% | -6.52% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.25% | -0.06% | -4.48% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 1.24% | — | -4.53% | |
| 25 | DOW | Dow Inc | 股票-原材料 | 1.22% | -0.42% | +1.51% | |
| 26 | ✓ | 股票-其他 | 1.17% | — | -6.67% | ||
| 27 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.07% | -0.11% | -0.99% | |
| 28 | BLDR | Builders Firstsource Inc | 股票-工业 | 1.02% | +0.05% | -2.06% | |
| 29 | HN9 | Hanesbrands Inc | 股票-其他 | 0.94% | — | -24.91% | |
| 30 | PTEN | Patterson-uti Energy Inc | 股票-能源 | 0.93% | -0.03% | -3.73% | |
| 31 | ✓ | 股票-其他 | 0.91% | — | — | ||
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | +0.10% | -16.78% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.73% | +0.08% | -0.26% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | +0.02% | — | |
| 35 | PFE | Pfizer Inc | 股票-医疗保健 | 0.58% | -0.07% | +44.02% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.54% | — | +0.74% | |
| 37 | FISV | Fiserv Inc | 股票-其他 | 0.48% | -0.05% | -0.59% | |
| 38 | ✓ | 股票-其他 | 0.46% | — | -1.60% | ||
| 39 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.07% | +0.83% | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.42% | -0.04% | -19.04% | |
| 41 | ✓ | 股票-其他 | 0.41% | — | +6.37% | ||
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | +0.02% | +5.44% | |
| 43 | ✓ | 股票-其他 | 0.39% | — | -12.80% | ||
| 44 | ✓ | 股票-其他 | 0.38% | — | -1.49% | ||
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.38% | -0.06% | +252.87% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | -2.08% | |
| 47 | WRB | Wr Berkley CORP | 股票-金融 | 0.37% | — | — | |
| 48 | ✓ | 股票-其他 | 0.33% | — | +0.26% | ||
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.33% | +0.03% | +4.54% | |
| 50 | ✓ | 股票-其他 | 0.33% | — | -28.96% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | — | 减仓 |
| 2 | MAN | Manpowergroup Inc | +1% | — | 加仓 |
| 3 | ZBH | Zimmer Biomet Holdings Inc | +0.9% | NEW | 新建仓 |
| 4 | GT | Goodyear Tire & Rubber Co | +0.7% | +59.38% | 加仓 |
| 5 | BA | Boeing Co/the | +0.5% | +1.33% | 加仓 |
| 6 | CAG | Conagra Brands Inc | +0.3% | NEW | 新建仓 |
| 7 | PEP | Pepsico Inc | +0.3% | +252.87% | 加仓 |
| 8 | C | Citigroup Inc | +0.2% | -4.26% | 减仓 |
| 9 | APA | Apa CORP | +0.2% | — | 加仓 |
| 10 | WFC | Wells Fargo & Co | +0.2% | -10.62% | 减仓 |
| 11 | GTES | Gates Industrial Corporation plc | +0.2% | — | 减仓 |
| 12 | PFE | Pfizer Inc | +0.1% | +44.02% | 加仓 |
| 13 | TSLA | Tesla Inc | +0.1% | — | 加仓 |
| 14 | ETN | Eaton Corporation plc | +0.1% | — | 加仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | — | 减仓 |
| 16 | DIS | Walt Disney Co/the | +0.1% | -4.48% | 减仓 |
| 17 | GM | General Motors Co | +0.1% | — | 减仓 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | -4.15% | 减仓 |
| 19 | AAPL | Apple Inc | +0.1% | -1.74% | 减仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +5.44% | 加仓 |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | 加仓 |
| 22 | FISV | Fiserv Inc | +0.1% | -0.59% | 减仓 |
| 23 | BAC | Bank Of America CORP | 0% | -7.28% | 减仓 |
| 24 | AVGO | Broadcom Inc | -0.1% | -46.22% | 减仓 |
| 25 | HP | Helmerich & Payne | -0.1% | EXIT | 清仓 |
| 26 | NUE | Nucor CORP | -0.1% | — | 不变 |
| 27 | TGT | Target CORP | -0.1% | — | 加仓 |
| 28 | XOM | Exxon Mobil CORP | -0.1% | — | 减仓 |
| 29 | NFLX | Netflix Inc | -0.1% | — | 减仓 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 减仓 |
| 31 | META | Meta Platforms Inc-class A | -0.1% | -34.00% | 减仓 |
| 32 | NOW | Servicenow Inc | -0.1% | — | 减仓 |
| 33 | ADBE | Adobe Inc | -0.1% | — | 减仓 |
| 34 | AMD | Advanced Micro Devices | -0.1% | -14.04% | 减仓 |
| 35 | LLY | Eli Lilly & Co | -0.1% | — | 不变 |
| 36 | KSS | Kohls CORP | -0.1% | EXIT | 清仓 |
| 37 | MSFT | Microsoft CORP | -0.2% | -16.78% | 减仓 |
| 38 | HN9 | Hanesbrands Inc | -0.2% | -24.91% | 减仓 |
| 39 | HAL | Halliburton Co | -0.2% | -6.52% | 减仓 |
| 40 | BBY | Best Buy Co Inc | -0.3% | -0.99% | 减仓 |
| 41 | MDT | Medtronic plc | -0.3% | -4.53% | 减仓 |
| 42 | KHC | Kraft Heinz Co/the | -0.3% | -88.90% | 减仓 |
| 43 | KVUE | Kenvue Inc | -0.3% | -2.52% | 减仓 |
| 44 | VZ | Verizon Communications Inc | -0.3% | — | 减仓 |
| 45 | BLDR | Builders Firstsource Inc | -0.4% | -2.06% | 减仓 |
| 46 | MCS | Marcus Corporation | -0.4% | -38.60% | 减仓 |
| 47 | DOW | Dow Inc | -0.5% | +1.51% | 加仓 |
| 48 | OGN | Organon & Co | -0.6% | — | 加仓 |
| 49 | ATI | Ati Inc | -0.8% | — | 减仓 |
| 50 | NEM | Newmont CORP | -1% | -0.68% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，KLCM Advisors, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$12.7亿，共申报了 175 个公开持股仓位。
在 Q4 2024 季度，KLCM Advisors, Inc. 按市值排列的前三大核心持股分别为： (25.6%)、BA (3.6%)、C (3.6%)。其中最大持股仓位 占据整体投资组合约 25.6% 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
ZBH
市值: US$782.5万
本季最大获利了结 / 清仓标的
KSS
前期市值: US$115.2万
在 Q4 2024 季度中，KLCM Advisors, Inc. 共进行了 48 项持仓异动，包含新建仓 2 个仓位、加仓 13 个仓位、减仓 31 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ZBH。 本季清仓仓位包含 KSS。
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。
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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。