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: 0001907480
申报总市值
US$1.9亿
US$1.9亿
80 檔
12.8%
在 Q3 2024 申报期间，Klein Pavlis & Peasley Financial, Inc.（CIK: 0001907480）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$1.9亿，共持有 80 个公开申报仓位。
在 Q3 2024，Klein Pavlis & Peasley Financial, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 25 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Klein Pavlis & Peasley Financial, Inc. 的前 5 大核心持股（包含 AEM, CCJ, OKE 等）合计占整体申报市值的 12.8%，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 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 4.72% | -1.38% | -10.41% | |
| 2 | CCJ | Cameco CORP | 股票-能源 | 4.34% | -0.63% | +6.67% | |
| 3 | OKE | Oneok Inc | 股票-能源 | 3.73% | — | +1.89% | |
| 4 | SCCO | Southern Copper CORP | 股票-原材料 | 3.49% | +0.19% | +2.76% | |
| 5 | NEM | Newmont CORP | 股票-原材料 | 3.45% | — | -0.96% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.94% | +0.02% | +27.62% | |
| 7 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 2.88% | -0.64% | -4.41% | |
| 8 | RBA | Rb Global Inc | 股票-工业 | 2.88% | +0.42% | +1.99% | |
| 9 | MAS | Masco CORP | 股票-工业 | 2.70% | +0.27% | +1.59% | |
| 10 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 2.60% | — | -8.07% | |
| 11 | HPQ | Hp Inc | 股票-科技 | 2.56% | — | +2.42% | |
| 12 | SWKS | Skyworks Solutions Inc | 股票-科技 | 2.47% | — | -15.61% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.42% | -0.04% | +1.12% | |
| 14 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.31% | — | +4.87% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.11% | +0.54% | +39.86% | |
| 16 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 2.02% | +0.04% | +5.82% | |
| 17 | CF | Cf Industries Holdings Inc | 股票-原材料 | 1.83% | — | +3.90% | |
| 18 | MDT | Medtronic plc | 股票-医疗保健 | 1.81% | -0.14% | +57.46% | |
| 19 | COP | Conocophillips | 股票-能源 | 1.70% | -0.57% | +29.49% | |
| 20 | CIVI | Civitas Resources Inc | 股票-其他 | 1.67% | — | +10.81% | |
| 21 | FBIN | Fortune Brands Innovations I | 股票-工业 | 1.48% | — | -1.90% | |
| 22 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.47% | — | -35.65% | |
| 23 | BKE | Buckle Inc/the | 股票-其他 | 1.44% | -0.11% | +2.77% | |
| 24 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 1.43% | — | +22.14% | |
| 25 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.40% | — | — | |
| 26 | GGG | Graco Inc | 股票-工业 | 1.38% | — | +15.88% | |
| 27 | IIPR | Innovative Industrial Proper | 股票-房地产 | 1.38% | — | -4.72% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 1.30% | +0.18% | +0.33% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.24% | -0.03% | -3.54% | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 1.22% | +0.22% | -1.67% | |
| 31 | FE | Firstenergy CORP | 股票-公用事业 | 1.10% | — | -1.89% | |
| 32 | FNV | Franco-nevada CORP | 股票-原材料 | 1.10% | -0.40% | -2.17% | |
| 33 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.09% | -0.13% | -0.84% | |
| 34 | RH | Rh | 股票-周期性消费 | 1.08% | — | -0.99% | |
| 35 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 1.06% | — | -24.88% | |
| 36 | FSM | Fortuna Mining CORP | 股票-其他 | 1.04% | -0.09% | -0.25% | |
| 37 | SYF | Synchrony Financial | 股票-金融 | 0.98% | +0.13% | -25.23% | |
| 38 | ROK | Rockwell Automation Inc | 股票-工业 | 0.98% | +0.43% | +4.82% | |
| 39 | VNT | Vontier CORP | 股票-科技 | 0.95% | — | +3.82% | |
| 40 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 0.94% | — | -49.05% | |
| 41 | ABX | Barrick Gold CORP | 股票-金融 | 0.93% | — | +2.49% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.89% | — | +1.94% | |
| 43 | CRI | Carter's Inc | 股票-其他 | 0.88% | — | +13.82% | |
| 44 | SD | Sandridge Energy Inc | 股票-其他 | 0.87% | -0.10% | -0.76% | |
| 45 | EMN | Eastman Chemical Co | 股票-原材料 | 0.85% | — | -3.12% | |
| 46 | AAPL | Apple Inc | 股票-科技 | 0.83% | +0.02% | -1.13% | |
| 47 | CNQ | Canadian Natural Resources | 股票-能源 | 0.83% | — | +14.76% | |
| 48 | HUBB | Hubbell Inc | 股票-工业 | 0.82% | +0.25% | +11.25% | |
| 49 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.80% | -0.01% | +0.79% | |
| 50 | WNC | Wabash National CORP | 股票-其他 | 0.78% | — | +11.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NKE | Nike Inc -cl B | +1.4% | NEW | 新建仓 |
| 2 | PYPL | Paypal Holdings Inc | +0.8% | NEW | 新建仓 |
| 3 | MDT | Medtronic plc | +0.7% | +57.46% | 加仓 |
| 4 | ZM | Zoom Communications Inc | +0.7% | NEW | 新建仓 |
| 5 | MUR | Murphy Oil CORP | +0.6% | NEW | 新建仓 |
| 6 | HEESEUR | H&e Equipment Services Inc | +0.5% | NEW | 新建仓 |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +39.86% | 加仓 |
| 8 | NEM | Newmont CORP | +0.4% | -0.96% | 减仓 |
| 9 | MCK | Mckesson CORP | +0.4% | +249.58% | 加仓 |
| 10 | MAS | Masco CORP | +0.4% | +1.59% | 加仓 |
| 11 | SBUX | Starbucks CORP | +0.4% | +4.87% | 加仓 |
| 12 | FBIN | Fortune Brands Innovations I | +0.3% | -1.90% | 减仓 |
| 13 | TECK | Teck Resources Ltd-cls B | +0.2% | +22.14% | 加仓 |
| 14 | RH | Rh | +0.2% | -0.99% | 减仓 |
| 15 | LNTH | Lantheus Holdings Inc | +0.2% | NEW | 新建仓 |
| 16 | GGG | Graco Inc | +0.2% | +15.88% | 加仓 |
| 17 | SLM | Slm CORP | +0.2% | NEW | 新建仓 |
| 18 | JNJ | Johnson & Johnson | +0.2% | +1.12% | 加仓 |
| 19 | CF | Cf Industries Holdings Inc | +0.1% | +3.90% | 加仓 |
| 20 | BKE | Buckle Inc/the | +0.1% | +2.77% | 加仓 |
| 21 | ALSN | Allison Transmission Holding | +0.1% | -8.07% | 减仓 |
| 22 | COP | Conocophillips | +0.1% | +29.49% | 加仓 |
| 23 | HUBB | Hubbell Inc | +0.1% | +11.25% | 加仓 |
| 24 | OKE | Oneok Inc | +0.1% | +1.89% | 加仓 |
| 25 | ABX | Barrick Gold CORP | +0.1% | +2.49% | 加仓 |
| 26 | IIPR | Innovative Industrial Proper | +0.1% | -4.72% | 减仓 |
| 27 | PM | Philip Morris International | +0.1% | -1.67% | 减仓 |
| 28 | CRI | Carter's Inc | +0.1% | +13.82% | 加仓 |
| 29 | SCHW | Schwab (charles) CORP | 0% | +27.62% | 加仓 |
| 30 | BWXT | Bwx Technologies Inc | 0% | +0.79% | 加仓 |
| 31 | WSM | Williams-sonoma Inc | 0% | +111.34% | 加仓 |
| 32 | FE | Firstenergy CORP | 0% | -1.89% | 减仓 |
| 33 | NDSN | Nordson CORP | 0% | +2.23% | 加仓 |
| 34 | WPM | Wheaton Precious Metals CORP | 0% | -4.41% | 减仓 |
| 35 | SCCO | Southern Copper CORP | 0% | +2.76% | 加仓 |
| 36 | AEM | Agnico Eagle Mines LTD | 0% | -10.41% | 减仓 |
| 37 | RBA | Rb Global Inc | -0.1% | +1.99% | 加仓 |
| 38 | HPQ | Hp Inc | -0.2% | +2.42% | 加仓 |
| 39 | COST | Costco Wholesale CORP | -0.2% | EXIT | 清仓 |
| 40 | AMKR | Amkor Technology Inc | -0.2% | EXIT | 清仓 |
| 41 | ECPG | Encore Capital Group Inc | -0.2% | -43.24% | 减仓 |
| 42 | CCJ | Cameco CORP | -0.3% | +6.67% | 加仓 |
| 43 | QCOM | Qualcomm Inc | -0.4% | +0.33% | 加仓 |
| 44 | SYF | Synchrony Financial | -0.4% | -25.23% | 减仓 |
| 45 | BBY | Best Buy Co Inc | -0.6% | -35.65% | 减仓 |
| 46 | CIVI | Civitas Resources Inc | -0.6% | +10.81% | 加仓 |
| 47 | INTC | Intel CORP | -0.7% | EXIT | 清仓 |
| 48 | SWKS | Skyworks Solutions Inc | -1% | -15.61% | 减仓 |
| 49 | SSNC | Ss&c Technologies Holdings | -1.1% | EXIT | 清仓 |
| 50 | NXST | Nexstar Media Group Inc | -1.1% | -49.05% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Klein Pavlis & Peasley Financial, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$1.9亿，共申报了 80 个公开持股仓位。
在 Q3 2024 季度，Klein Pavlis & Peasley Financial, Inc. 按市值排列的前三大核心持股分别为：AEM (4.7%)、CCJ (4.3%)、OKE (3.7%)。其中最大持股仓位 AEM 占据整体投资组合约 4.7% 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
NKE
市值: US$174.2万
本季最大获利了结 / 清仓标的
SSNC
前期市值: US$119.6万
在 Q3 2024 季度中，Klein Pavlis & Peasley Financial, Inc. 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 25 个仓位、减仓 14 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 NKE。 本季清仓仓位包含 SSNC。
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。