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: 0000859872
申报总市值
US$28.6亿
US$28.6亿
180 檔
18.8%
在 Q4 2024 的 13F 官方备案中，Klingenstein Fields & Co LP 管理的美股投资组合规模来到 US$28.6亿，整体持股档数为 180 档。
在 Q4 2024，Klingenstein Fields & Co LP 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 1 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，Klingenstein Fields & Co LP 的前 5 大核心持股（包含 AVGO, MSFT, BRK-B 等）合计占整体申报市值的 18.8%，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 | AVGO | Broadcom Inc | 股票-科技 | 6.21% | +0.41% | -6.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.11% | -0.35% | -0.74% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.90% | -0.27% | -0.75% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.87% | +0.06% | -1.18% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.55% | +0.04% | -0.92% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.51% | +0.45% | -1.47% | |
| 7 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.44% | +2.37% | +96.85% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.20% | +0.10% | +0.51% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.82% | -0.26% | -0.18% | |
| 10 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.69% | -0.59% | -0.26% | |
| 11 | UNP | Union Pacific CORP | 股票-工业 | 2.53% | -0.03% | -0.15% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.26% | +0.18% | +0.39% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.01% | -0.33% | -1.19% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | -0.04% | -1.61% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.97% | +0.12% | -1.51% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.77% | -0.40% | -1.34% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.72% | -0.05% | -4.11% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.59% | -0.25% | -0.52% | |
| 19 | HON | Honeywell International Inc | 股票-工业 | 1.56% | -1.46% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.56% | +0.15% | -1.25% | |
| 21 | RTX | Rtx CORP | 股票-工业 | 1.56% | -0.32% | -0.58% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.50% | +0.15% | -4.90% | |
| 23 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.43% | +0.34% | -0.80% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | -0.19% | -1.13% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 1.40% | -0.47% | -1.69% | |
| 26 | ETN | Eaton Corporation plc | 股票-工业 | 1.27% | +0.06% | -1.58% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.26% | +0.07% | +82.52% | |
| 28 | CB | Chubb Limited | 股票-金融 | 1.21% | -0.09% | -0.75% | |
| 29 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.15% | -0.07% | -1.89% | |
| 30 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.15% | -0.08% | -0.79% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.13% | -0.07% | +0.59% | |
| 32 | VMC | Vulcan Materials Co | 股票-原材料 | 1.12% | -0.04% | -0.72% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 1.12% | -0.47% | -0.41% | |
| 34 | NOW | Servicenow Inc | 股票-科技 | 1.11% | -0.07% | -1.56% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 1.09% | -0.03% | -0.52% | |
| 36 | BN | Brookfield CORP | 股票-金融 | 1.08% | — | -0.56% | |
| 37 | AMT | American Tower CORP | 股票-房地产 | 1.03% | -0.05% | -0.63% | |
| 38 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.02% | — | +0.14% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.90% | — | +0.00% | |
| 40 | FTV | Fortive CORP | 股票-科技 | 0.89% | — | -0.05% | |
| 41 | ROP | Roper Technologies Inc | 股票-科技 | 0.82% | — | +0.37% | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.82% | — | -0.49% | |
| 43 | PLD | Prologis Inc | 股票-房地产 | 0.81% | -0.12% | +1.01% | |
| 44 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.78% | — | +0.13% | |
| 45 | ZS | Zscaler Inc | 股票-科技 | 0.68% | -0.48% | +0.14% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | — | -0.79% | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.66% | -0.07% | +0.12% | |
| 48 | MMM | 3m Co | 股票-工业 | 0.63% | -0.01% | -0.07% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.11% | -0.26% | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.61% | -0.24% | +0.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | -6.45% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.6% | -0.92% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.47% | 减仓 |
| 4 | DIS | Walt Disney Co/the | +0.4% | -0.18% | 减仓 |
| 5 | NFLX | Netflix Inc | +0.3% | -1.69% | 减仓 |
| 6 | AAPL | Apple Inc | +0.3% | -1.18% | 减仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | -1.51% | 减仓 |
| 8 | NVDA | Nvidia CORP | +0.3% | +0.39% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -1.61% | 减仓 |
| 10 | PANW | Palo Alto Networks Inc | +0.2% | +96.85% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -1.25% | 减仓 |
| 12 | REGN | Regeneron Pharmaceuticals | +0.2% | +1083.65% | 加仓 |
| 13 | NOW | Servicenow Inc | +0.2% | -1.56% | 减仓 |
| 14 | HON | Honeywell International Inc | +0.1% | -0.37% | 减仓 |
| 15 | PYPL | Paypal Holdings Inc | +0.1% | -0.79% | 减仓 |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | -1.34% | 减仓 |
| 17 | BN | Brookfield CORP | +0.1% | -0.56% | 减仓 |
| 18 | AMP | Ameriprise Financial Inc | +0.1% | — | 不变 |
| 19 | FTV | Fortive CORP | 0% | -0.05% | 减仓 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.75% | 减仓 |
| 21 | CB | Chubb Limited | 0% | -0.75% | 减仓 |
| 22 | HD | Home Depot Inc | 0% | -0.52% | 减仓 |
| 23 | SO | Southern Co/the | 0% | +0.01% | 加仓 |
| 24 | SBUX | Starbucks CORP | -0.1% | -0.49% | 减仓 |
| 25 | ROP | Roper Technologies Inc | -0.1% | +0.37% | 加仓 |
| 26 | MSFT | Microsoft CORP | -0.1% | -0.74% | 减仓 |
| 27 | RTX | Rtx CORP | -0.1% | -0.58% | 减仓 |
| 28 | ADBE | Adobe Inc | -0.1% | +1.43% | 加仓 |
| 29 | NEE | Nextera Energy Inc | -0.1% | +0.08% | 加仓 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -4.46% | 减仓 |
| 31 | NKE | Nike Inc -cl B | -0.1% | +0.39% | 加仓 |
| 32 | FTLS | First Trust Long/short Eqty | -0.1% | EXIT | 清仓 |
| 33 | SCHA | Schwab US Small-cap ETF | -0.1% | +82.52% | 加仓 |
| 34 | DHR | Danaher CORP | -0.1% | +0.23% | 加仓 |
| 35 | 6D8 | Dupont De Nemours Inc | -0.1% | +0.13% | 加仓 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | +0.59% | 加仓 |
| 37 | PLD | Prologis Inc | -0.1% | +1.01% | 加仓 |
| 38 | MDLZ | Mondelez International Inc-a | -0.1% | +0.12% | 加仓 |
| 39 | STZ | Constellation Brands Inc-a | -0.2% | +0.14% | 加仓 |
| 40 | UNP | Union Pacific CORP | -0.2% | -0.15% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -1.13% | 减仓 |
| 42 | CL | Colgate-palmolive Co | -0.2% | -1.89% | 减仓 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.2% | -0.80% | 减仓 |
| 44 | AMT | American Tower CORP | -0.3% | -0.63% | 减仓 |
| 45 | PEP | Pepsico Inc | -0.3% | -0.26% | 减仓 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.3% | -0.52% | 减仓 |
| 47 | LLY | Eli Lilly & Co | -0.4% | +0.51% | 加仓 |
| 48 | XLK | Ss Technology Select Sector | -0.4% | -60.36% | 减仓 |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.6% | -50.01% | 减仓 |
| 50 | SCHF | Schwab Intl Equity ETF | -0.7% | +0.82% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Klingenstein Fields & Co LP 在 Q4 2024 季度的美股持仓总市值约为 US$28.6亿，共申报了 180 个公开持股仓位。
在 Q4 2024 季度，Klingenstein Fields & Co LP 按市值排列的前三大核心持股分别为：AVGO (6.2%)、MSFT (4.1%)、BRK-B (3.9%)。其中最大持股仓位 AVGO 占据整体投资组合约 6.2% 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。
本季最大获利了结 / 清仓标的
FTLS
前期市值: US$204.5万
在 Q4 2024 季度中，Klingenstein Fields & Co LP 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 17 个仓位、减仓 31 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 FTLS。
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。