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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001307878
申报总市值
US$7.7亿
US$7.7亿
146 檔
12.1%
Q4 2024 季度申报显示，Laffer Tengler Investments, Inc. 披露的美股组合总市值为 US$7.7亿，涵盖 146 个不同之权益投资仓位。
在 Q4 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 6 个新仓位，并对 24 个既有持股进行加仓（合计增持 30 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 AVGO, MSFT, AXP 等）合计占整体申报市值的 12.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
LRCX
市值: US$767.3万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$773.2万
| # | 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 | 5.61% | +0.22% | +3.65% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.70% | -0.34% | +24.36% | |
| 3 | AXP | American Express Co | 股票-金融 | 3.73% | +0.34% | +13.50% | |
| 4 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.46% | +0.22% | +17.07% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 3.37% | -0.55% | +17.24% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.24% | -0.02% | +13.51% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.88% | — | -41.47% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 2.77% | +0.23% | +16.21% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.59% | -0.15% | +5.35% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.55% | +0.06% | +13.89% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.44% | +0.12% | +17.84% | |
| 12 | EMR | Emerson Electric Co | 股票-工业 | 2.25% | -0.03% | +22.54% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.19% | -0.01% | -3.68% | |
| 14 | RTX | Rtx CORP | 股票-工业 | 2.12% | -0.26% | +18.37% | |
| 15 | NOW | Servicenow Inc | 股票-科技 | 2.09% | -0.16% | +14.18% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.06% | -0.46% | -7.01% | |
| 17 | CARR | Carrier Global CORP | 股票-工业 | 2.05% | +0.21% | +22.19% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.94% | -0.11% | +16.95% | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.80% | +1.02% | +133.58% | |
| 20 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.78% | -0.08% | +24.17% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.75% | -0.13% | -10.45% | |
| 22 | LRCX | Lam Research CORP | 股票-科技 | 1.71% | +1.26% | — | |
| 23 | STLD | Steel Dynamics Inc | 股票-原材料 | 1.62% | -0.11% | +21.47% | |
| 24 | EOG | Eog Resources Inc | 股票-能源 | 1.60% | -0.85% | EXIT | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.58% | — | +17.79% | |
| 26 | DELL | Dell Technologies -c | 股票-科技 | 1.43% | — | +5.64% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.42% | +0.18% | +21.03% | |
| 28 | LHX | L3harris Technologies Inc | 股票-工业 | 1.38% | -0.44% | +21.64% | |
| 29 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 1.31% | — | +24.18% | |
| 30 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.30% | -0.20% | +61.43% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.26% | -0.21% | +14.21% | |
| 32 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.22% | — | +11.65% | |
| 33 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 1.16% | -0.05% | -1.82% | |
| 34 | MDT | Medtronic plc | 股票-医疗保健 | 1.07% | -0.81% | EXIT | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | +0.71% | +25.97% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 1.05% | +0.01% | -7.07% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.98% | -0.15% | +39.56% | |
| 38 | PLD | Prologis Inc | 股票-房地产 | 0.96% | -0.07% | +21.44% | |
| 39 | PWR | Quanta Services Inc | 股票-工业 | 0.95% | +0.11% | +15.20% | |
| 40 | UBER | Uber Technologies Inc | 股票-工业 | 0.93% | -0.12% | +15.22% | |
| 41 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.91% | -0.06% | +2.66% | |
| 42 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.90% | -0.08% | +2.80% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | -0.02% | +8.21% | |
| 44 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 0.72% | -0.05% | — | |
| 45 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 0.70% | +0.33% | +3.10% | |
| 46 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | 债券 | 0.70% | -0.06% | — | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.67% | +0.46% | +23.16% | |
| 48 | EQIX | Equinix Inc | 股票-房地产 | 0.62% | — | +9.61% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 0.59% | -0.08% | +8.58% | |
| 50 | PSN 0.25 08-15-25债券 | Parsons CORP | 债券 | 0.59% | — | +2.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.7% | NEW | 新建仓 |
| 2 | AVGO | Broadcom Inc | +1.5% | +3.65% | 加仓 |
| 3 | GS | Goldman Sachs Group Inc | +0.8% | +17.07% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.7% | +24.36% | 加仓 |
| 5 | WMT | Walmart Inc | +0.7% | +17.24% | 加仓 |
| 6 | BA 6 10-15-27债券 | Boeing Co/the | +0.7% | NEW | 新建仓 |
| 7 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | +0.7% | NEW | 新建仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.7% | +13.51% | 加仓 |
| 9 | AXP | American Express Co | +0.6% | +13.50% | 加仓 |
| 10 | SPOT | Spotify Technology S.A. | +0.6% | +61.43% | 加仓 |
| 11 | EMR | Emerson Electric Co | +0.6% | +22.54% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.6% | +17.84% | 加仓 |
| 13 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | +0.6% | NEW | 新建仓 |
| 14 | NOW | Servicenow Inc | +0.5% | +14.18% | 加仓 |
| 15 | BAM | Brookfield Asset Mgmt-a | +0.5% | +24.17% | 加仓 |
| 16 | EOG | Eog Resources Inc | +0.4% | +41.55% | 加仓 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | 新建仓 |
| 18 | IWD | Ishares Russell 1000 Value E | +0.4% | NEW | 新建仓 |
| 19 | PANW | Palo Alto Networks Inc | +0.3% | +133.58% | 加仓 |
| 20 | TSLA | Tesla Inc | +0.3% | -7.07% | 减仓 |
| 21 | NVDA | Nvidia CORP | +0.3% | +25.97% | 加仓 |
| 22 | CMG | Chipotle Mexican Grill Inc | +0.3% | +24.18% | 加仓 |
| 23 | HD | Home Depot Inc | +0.2% | +16.21% | 加仓 |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +23.16% | 加仓 |
| 25 | AMZN | Amazon.com Inc | +0.2% | -3.68% | 减仓 |
| 26 | APO 6.75 07-31-26债券 | Apollo Global Management | +0.2% | -1.82% | 减仓 |
| 27 | RTX | Rtx CORP | +0.2% | +18.37% | 加仓 |
| 28 | COST | Costco Wholesale CORP | +0.2% | +14.21% | 加仓 |
| 29 | MCD | Mcdonald's CORP | +0.2% | +16.95% | 加仓 |
| 30 | PWR | Quanta Services Inc | +0.2% | +15.20% | 加仓 |
| 31 | SBUX | Starbucks CORP | +0.1% | +21.03% | 加仓 |
| 32 | PLTR | Palantir Technologies Inc-a | -0.2% | -88.18% | 减仓 |
| 33 | HTLFEUR | Heartland Financial USA Inc | -0.2% | EXIT | 清仓 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | EXIT | 清仓 |
| 35 | WM | Waste Management Inc | -0.2% | -80.62% | 减仓 |
| 36 | CVX | Chevron CORP | -0.3% | -7.01% | 减仓 |
| 37 | PH | Parker Hannifin CORP | -0.3% | EXIT | 清仓 |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.3% | EXIT | 清仓 |
| 39 | JAZZ | Jazz Pharmaceuticals plc | -0.3% | EXIT | 清仓 |
| 40 | ETN | Eaton Corporation plc | -0.4% | EXIT | 清仓 |
| 41 | MSI | Motorola Solutions Inc | -0.4% | -89.25% | 减仓 |
| 42 | JNJ | Johnson & Johnson | -0.5% | -10.45% | 减仓 |
| 43 | ADBE | Adobe Inc | -0.6% | -53.52% | 减仓 |
| 44 | NMFC 7.5 10-15-25债券 | New Mountain Finance Cor | -0.6% | +3.45% | 加仓 |
| 45 | BXMT 5.5 03-15-27债券 | Blackstone Mortgage Tr | -0.6% | +2.47% | 加仓 |
| 46 | LMT | Lockheed Martin CORP | -0.8% | -82.79% | 减仓 |
| 47 | PEP | Pepsico Inc | -1% | -91.72% | 减仓 |
| 48 | LRCXEUR | Lam Research CORP | -1.8% | EXIT | 清仓 |
| 49 | AAPL | Apple Inc | -1.8% | -41.47% | 减仓 |
| 50 | USB | US Bancorp | -2.3% | -86.45% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Laffer Tengler Investments, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$7.7亿，共申报了 146 个公开持股仓位。
在 Q4 2024 季度，Laffer Tengler Investments, Inc. 按市值排列的前三大核心持股分别为：AVGO (5.6%)、MSFT (4.7%)、AXP (3.7%)。其中最大持股仓位 AVGO 占据整体投资组合约 5.6% 的权重。
在 Q4 2024 季度中，Laffer Tengler Investments, Inc. 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 24 个仓位、减仓 13 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 LRCXEUR。
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。
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。
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。