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: 0001307878
申报总市值
US$7.7亿
US$7.7亿
172 檔
10.5%
在 Q3 2024 申报期间，Laffer Tengler Investments, Inc.（CIK: 0001307878）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$7.7亿，共持有 172 个公开申报仓位。
在 Q3 2024，Laffer Tengler Investments, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 33 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Laffer Tengler Investments, Inc. 的前 5 大核心持股（包含 AAPL, AVGO, MSFT 等）合计占整体申报市值的 10.5%，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 | AAPL | Apple Inc | 股票-科技 | 4.71% | — | +1.13% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.14% | +0.22% | +830.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.97% | -0.34% | +0.16% | |
| 4 | AXP | American Express Co | 股票-金融 | 3.09% | +0.34% | +1.02% | |
| 5 | USB | US Bancorp | 股票-金融 | 2.66% | -0.08% | EXIT | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 2.65% | -0.55% | +13.49% | |
| 7 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.64% | +0.22% | +6.13% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.59% | -0.15% | -1.61% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.58% | -0.02% | -0.05% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.56% | +0.06% | +2.60% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 2.56% | +0.23% | +5.37% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.32% | -0.46% | +2.42% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.25% | -0.13% | +1.85% | |
| 14 | CARR | Carrier Global CORP | 股票-工业 | 2.04% | +0.21% | +4.33% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.99% | -0.01% | +7.24% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 1.93% | -0.26% | -3.58% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.87% | +0.12% | +17.18% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.79% | -0.11% | -1.67% | |
| 19 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.77% | — | +1.75% | |
| 20 | EMR | Emerson Electric Co | 股票-工业 | 1.67% | -0.03% | +7.44% | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 1.59% | -0.16% | +3.46% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.52% | — | +2.50% | |
| 23 | STLD | Steel Dynamics Inc | 股票-原材料 | 1.52% | -0.11% | +2.03% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.49% | +1.02% | +7.85% | |
| 25 | DELL | Dell Technologies -c | 股票-科技 | 1.43% | — | +146.96% | |
| 26 | LHX | L3harris Technologies Inc | 股票-工业 | 1.32% | -0.44% | +2.30% | |
| 27 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.30% | — | +1.66% | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.29% | +0.18% | -0.44% | |
| 29 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.29% | -0.08% | +1.38% | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 1.17% | -0.85% | EXIT | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.10% | -0.21% | -1.80% | |
| 32 | UBER | Uber Technologies Inc | 股票-工业 | 1.04% | -0.12% | +118.76% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.04% | — | -8.84% | |
| 34 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 1.04% | — | +2.69% | |
| 35 | MDT | Medtronic plc | 股票-医疗保健 | 1.03% | -0.81% | EXIT | |
| 36 | ADBE | Adobe Inc | 股票-科技 | 1.01% | — | +3.28% | |
| 37 | PLD | Prologis Inc | 股票-房地产 | 0.97% | -0.07% | -1.73% | |
| 38 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.96% | -0.08% | +0.83% | |
| 39 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 0.96% | -0.05% | +0.58% | |
| 40 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.95% | -0.06% | +0.71% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.93% | -0.06% | +0.80% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.85% | -0.15% | +902.48% | |
| 43 | PWR | Quanta Services Inc | 股票-工业 | 0.81% | +0.11% | +48.96% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | +0.71% | +33.00% | |
| 45 | TSLA | Tesla Inc | 股票-周期性消费 | 0.75% | +0.01% | -8.24% | |
| 46 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 0.69% | +0.33% | — | |
| 47 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.68% | -0.20% | -13.66% | |
| 48 | PSN 0.25 08-15-25债券 | Parsons CORP | 债券 | 0.67% | — | +0.48% | |
| 49 | BXMT 5.5 03-15-27债券 | Blackstone Mortgage Tr | 债券 | 0.64% | -0.42% | +0.31% | |
| 50 | NMFC 7.5 10-15-25债券 | New Mountain Finance Cor | 债券 | 0.63% | — | +5.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +0.8% | +902.48% | 加仓 |
| 2 | DELL | Dell Technologies -c | +0.7% | +146.96% | 加仓 |
| 3 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.7% | NEW | 新建仓 |
| 4 | BXMT 5.5 03-15-27债券 | Blackstone Mortgage Tr | +0.6% | +0.31% | 加仓 |
| 5 | WMT | Walmart Inc | +0.6% | +13.49% | 加仓 |
| 6 | UBER | Uber Technologies Inc | +0.6% | +118.76% | 加仓 |
| 7 | CARR | Carrier Global CORP | +0.4% | +4.33% | 加仓 |
| 8 | HD | Home Depot Inc | +0.4% | +5.37% | 加仓 |
| 9 | FE 4 05-01-26债券 | Firstenergy CORP | +0.4% | +191.09% | 加仓 |
| 10 | AMD | Advanced Micro Devices | +0.4% | +3139.24% | 加仓 |
| 11 | AXP | American Express Co | +0.4% | +1.02% | 加仓 |
| 12 | PWR | Quanta Services Inc | +0.3% | +48.96% | 加仓 |
| 13 | ORCL | Oracle CORP | +0.3% | -1.61% | 减仓 |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.3% | NEW | 新建仓 |
| 15 | AAPL | Apple Inc | +0.3% | +1.13% | 加仓 |
| 16 | ABBV | Abbvie Inc | +0.3% | +2.60% | 加仓 |
| 17 | GS | Goldman Sachs Group Inc | +0.3% | +6.13% | 加仓 |
| 18 | USB | US Bancorp | +0.2% | — | 不变 |
| 19 | BAM | Brookfield Asset Mgmt-a | +0.2% | +1.38% | 加仓 |
| 20 | SBUX | Starbucks CORP | +0.2% | -0.44% | 减仓 |
| 21 | MCD | Mcdonald's CORP | +0.2% | -1.67% | 减仓 |
| 22 | RTX | Rtx CORP | +0.2% | -3.58% | 减仓 |
| 23 | NOW | Servicenow Inc | +0.2% | +3.46% | 加仓 |
| 24 | JNJ | Johnson & Johnson | +0.2% | +1.85% | 加仓 |
| 25 | LMT | Lockheed Martin CORP | +0.2% | +0.80% | 加仓 |
| 26 | NVDA | Nvidia CORP | +0.2% | +33.00% | 加仓 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +30.82% | 加仓 |
| 28 | BDJ | Blackrock Enhanced Eqty Dvd | +0.1% | NEW | 新建仓 |
| 29 | PSN 0.25 08-15-25债券 | Parsons CORP | +0.1% | +0.48% | 加仓 |
| 30 | TSLA | Tesla Inc | +0.1% | -8.24% | 减仓 |
| 31 | MDT | Medtronic plc | +0.1% | +0.45% | 加仓 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +2.50% | 加仓 |
| 33 | PANW | Palo Alto Networks Inc | +0.1% | +7.85% | 加仓 |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +17.18% | 加仓 |
| 35 | EMR | Emerson Electric Co | 0% | +7.44% | 加仓 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -0.05% | 减仓 |
| 37 | NHMAX | Nuveen High Yld Muni Bnd-a | -0.1% | EXIT | 清仓 |
| 38 | NXPI | NXP Semiconductors N.V. | -0.2% | +1.66% | 加仓 |
| 39 | NKE | Nike Inc -cl B | -0.2% | EXIT | 清仓 |
| 40 | AMG 5.15 10-15-37债券 | Amg Capital Trust Ii | -0.3% | EXIT | 清仓 |
| 41 | MSFT | Microsoft CORP | -0.4% | +0.16% | 加仓 |
| 42 | HON | Honeywell International Inc | -0.4% | -84.83% | 减仓 |
| 43 | J | Jacobs Solutions Inc | -0.4% | EXIT | 清仓 |
| 44 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | -0.5% | +0.73% | 加仓 |
| 45 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | -0.6% | +0.72% | 加仓 |
| 46 | LRCXEUR | Lam Research CORP | -0.6% | +1.75% | 加仓 |
| 47 | JAZZ 1.5 08-15-24债券 | Jazz Investments I LTD | -0.7% | EXIT | 清仓 |
| 48 | TWO 6.25 01-15-26债券 | Two Harbors Inv CORP | -0.7% | +0.34% | 加仓 |
| 49 | ABR 7.5 08-01-25债券 | Arbor Realty Trust Inc | -0.7% | +0.53% | 加仓 |
| 50 | ITW | Illinois Tool Works | -0.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Laffer Tengler Investments, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$7.7亿，共申报了 172 个公开持股仓位。
在 Q3 2024 季度，Laffer Tengler Investments, Inc. 按市值排列的前三大核心持股分别为：AAPL (4.7%)、AVGO (4.1%)、MSFT (4.0%)。其中最大持股仓位 AAPL 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
HPE 7.625 09-01-27
市值: US$299.9万
本季最大获利了结 / 清仓标的
ITW
前期市值: US$371.9万
在 Q3 2024 季度中，Laffer Tengler Investments, Inc. 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 33 个仓位、减仓 7 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 HPE 7.625 09-01-27。 本季清仓仓位包含 ITW。
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。