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
75 檔
13.3%
根据最新整理的 13F 季度数据集，Klein Pavlis & Peasley Financial, Inc. 于 Q4 2024 结束时的管理资产规模为 US$1.9亿。该机构在本季度申报了 75 档美股持仓，呈现出该时期的主要投资地图。
Klein Pavlis & Peasley Financial, Inc. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 25 档持股的同时，亦同步清仓 10 档并减仓 10 档标的。
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 CCJ, AEM, SGOV 等）合计占整体申报市值的 13.3%，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 | CCJ | Cameco CORP | 股票-能源 | 4.74% | -0.63% | +0.52% | |
| 2 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 4.39% | -1.38% | -5.17% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 4.24% | +0.54% | +99.64% | |
| 4 | OKE | Oneok Inc | 股票-能源 | 3.72% | — | -10.43% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.52% | +0.02% | +3.94% | |
| 6 | RBA | Rb Global Inc | 股票-工业 | 3.31% | +0.42% | +1.49% | |
| 7 | SCCO | Southern Copper CORP | 股票-原材料 | 2.94% | +0.19% | +5.65% | |
| 8 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 2.90% | — | -1.92% | |
| 9 | PM | Philip Morris International | 股票-非周期性消费 | 2.87% | +0.22% | +135.21% | |
| 10 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 2.78% | -0.64% | +3.73% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.63% | — | +20.49% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.55% | -0.04% | +2.76% | |
| 13 | HPQ | Hp Inc | 股票-科技 | 2.52% | — | +7.06% | |
| 14 | MAS | Masco CORP | 股票-工业 | 2.45% | +0.27% | +3.99% | |
| 15 | ROK | Rockwell Automation Inc | 股票-工业 | 2.14% | +0.43% | +102.52% | |
| 16 | CF | Cf Industries Holdings Inc | 股票-原材料 | 1.98% | — | +7.89% | |
| 17 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 1.95% | +0.04% | +10.46% | |
| 18 | MDT | Medtronic plc | 股票-医疗保健 | 1.93% | -0.14% | +19.13% | |
| 19 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.83% | — | +48.65% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.71% | -0.57% | +5.57% | |
| 21 | BKE | Buckle Inc/the | 股票-其他 | 1.62% | -0.11% | -3.43% | |
| 22 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.58% | — | +31.07% | |
| 23 | GGG | Graco Inc | 股票-工业 | 1.49% | — | +10.66% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 1.47% | +0.18% | +24.28% | |
| 25 | RH | Rh | 股票-周期性消费 | 1.32% | — | +3.43% | |
| 26 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.31% | -0.08% | — | |
| 27 | FBIN | Fortune Brands Innovations I | 股票-工业 | 1.28% | — | +11.59% | |
| 28 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 1.17% | — | +4.68% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | -0.03% | -1.93% | |
| 30 | VNT | Vontier CORP | 股票-科技 | 1.08% | — | +3.97% | |
| 31 | AVB | Avalonbay Communities Inc | 股票-房地产 | 1.07% | +0.23% | — | |
| 32 | FNV | Franco-nevada CORP | 股票-原材料 | 1.01% | -0.40% | -3.52% | |
| 33 | FSM | Fortuna Mining CORP | 股票-其他 | 1.00% | -0.09% | +2.73% | |
| 34 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.98% | -0.13% | +1.47% | |
| 35 | FE | Firstenergy CORP | 股票-公用事业 | 0.97% | — | -2.57% | |
| 36 | HUBB | Hubbell Inc | 股票-工业 | 0.94% | +0.25% | +15.54% | |
| 37 | SD | Sandridge Energy Inc | 股票-其他 | 0.92% | -0.10% | +8.91% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.90% | — | +7.64% | |
| 39 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.90% | — | -27.19% | |
| 40 | AAPL | Apple Inc | 股票-科技 | 0.89% | +0.02% | -0.90% | |
| 41 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.87% | +0.13% | NEW | |
| 42 | OPRA | Opera Ltd-adr | 股票-其他 | 0.86% | +0.37% | — | |
| 43 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.85% | — | +1.71% | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 0.84% | +0.02% | +5.01% | |
| 45 | ABX | Barrick Gold CORP | 股票-金融 | 0.83% | — | +13.82% | |
| 46 | ZM | Zoom Communications Inc | 股票-科技 | 0.83% | +0.04% | +5.98% | |
| 47 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.82% | -0.01% | -1.08% | |
| 48 | CRI | Carter's Inc | 股票-其他 | 0.80% | — | +8.58% | |
| 49 | CNQ | Canadian Natural Resources | 股票-能源 | 0.79% | — | +1.94% | |
| 50 | CIVI | Civitas Resources Inc | 股票-其他 | 0.77% | — | -49.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.1% | +99.64% | 加仓 |
| 2 | PM | Philip Morris International | +1.7% | +135.21% | 加仓 |
| 3 | HIG | Hartford Insurance Group Inc | +1.3% | NEW | 新建仓 |
| 4 | ROK | Rockwell Automation Inc | +1.2% | +102.52% | 加仓 |
| 5 | AVB | Avalonbay Communities Inc | +1.1% | NEW | 新建仓 |
| 6 | OPRA | Opera Ltd-adr | +0.9% | NEW | 新建仓 |
| 7 | DVN | Devon Energy CORP | +0.6% | NEW | 新建仓 |
| 8 | OSK | Oshkosh CORP | +0.6% | NEW | 新建仓 |
| 9 | SCHW | Schwab (charles) CORP | +0.6% | +3.94% | 加仓 |
| 10 | RBA | Rb Global Inc | +0.4% | +1.49% | 加仓 |
| 11 | CCJ | Cameco CORP | +0.4% | +0.52% | 加仓 |
| 12 | BBY | Best Buy Co Inc | +0.4% | +48.65% | 加仓 |
| 13 | SBUX | Starbucks CORP | +0.3% | +20.49% | 加仓 |
| 14 | ALSN | Allison Transmission Holding | +0.3% | -1.92% | 减仓 |
| 15 | RH | Rh | +0.2% | +3.43% | 加仓 |
| 16 | NKE | Nike Inc -cl B | +0.2% | +31.07% | 加仓 |
| 17 | WSM | Williams-sonoma Inc | +0.2% | +3.92% | 加仓 |
| 18 | BKE | Buckle Inc/the | +0.2% | -3.43% | 减仓 |
| 19 | QCOM | Qualcomm Inc | +0.2% | +24.28% | 加仓 |
| 20 | ZM | Zoom Communications Inc | +0.2% | +5.98% | 加仓 |
| 21 | RCMT | Rcm Technologies Inc | +0.2% | +60.47% | 加仓 |
| 22 | HEESEUR | H&e Equipment Services Inc | +0.2% | +28.70% | 加仓 |
| 23 | CF | Cf Industries Holdings Inc | +0.2% | +7.89% | 加仓 |
| 24 | EMR | Emerson Electric Co | +0.1% | +5.01% | 加仓 |
| 25 | VNT | Vontier CORP | +0.1% | +3.97% | 加仓 |
| 26 | WPM | Wheaton Precious Metals CORP | -0.1% | +3.73% | 加仓 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -1.93% | 减仓 |
| 28 | EMN | Eastman Chemical Co | -0.1% | +5.39% | 加仓 |
| 29 | NDSN | Nordson CORP | -0.1% | +1.72% | 加仓 |
| 30 | FE | Firstenergy CORP | -0.1% | -2.57% | 减仓 |
| 31 | SFM | Sprouts Farmers Market Inc | -0.2% | -27.19% | 减仓 |
| 32 | MU | Micron Technology Inc | -0.2% | EXIT | 清仓 |
| 33 | MRK | Merck & Co. Inc. | -0.2% | EXIT | 清仓 |
| 34 | EA | Electronic Arts Inc | -0.2% | EXIT | 清仓 |
| 35 | LNTH | Lantheus Holdings Inc | -0.2% | EXIT | 清仓 |
| 36 | FBIN | Fortune Brands Innovations I | -0.2% | +11.59% | 加仓 |
| 37 | TTC | Toro Co | -0.2% | -37.16% | 减仓 |
| 38 | MAS | Masco CORP | -0.3% | +3.99% | 加仓 |
| 39 | TECK | Teck Resources Ltd-cls B | -0.3% | +4.68% | 加仓 |
| 40 | AEM | Agnico Eagle Mines LTD | -0.3% | -5.17% | 减仓 |
| 41 | ECPG | Encore Capital Group Inc | -0.3% | EXIT | 清仓 |
| 42 | SCCO | Southern Copper CORP | -0.6% | +5.65% | 加仓 |
| 43 | CVX | Chevron CORP | -0.7% | EXIT | 清仓 |
| 44 | IIPR | Innovative Industrial Proper | -0.7% | -1.41% | 减仓 |
| 45 | WNC | Wabash National CORP | -0.8% | EXIT | 清仓 |
| 46 | CIVI | Civitas Resources Inc | -0.9% | -49.26% | 减仓 |
| 47 | NXST | Nexstar Media Group Inc | -0.9% | EXIT | 清仓 |
| 48 | SYF | Synchrony Financial | -1% | EXIT | 清仓 |
| 49 | SWKS | Skyworks Solutions Inc | -2% | -78.61% | 减仓 |
| 50 | NEM | Newmont CORP | -3.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Klein Pavlis & Peasley Financial, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$1.9亿，共申报了 75 个公开持股仓位。
在 Q4 2024 季度，Klein Pavlis & Peasley Financial, Inc. 按市值排列的前三大核心持股分别为：CCJ (4.7%)、AEM (4.4%)、SGOV (4.2%)。其中最大持股仓位 CCJ 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
HIG
市值: US$161.9万
本季最大获利了结 / 清仓标的
NEM
前期市值: US$430.9万
在 Q4 2024 季度中，Klein Pavlis & Peasley Financial, Inc. 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 25 个仓位、减仓 10 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 HIG。 本季清仓仓位包含 NEM。
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。