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: 0001089707
申报总市值
US$1.5亿
US$1.5亿
84 檔
26.3%
Lederer & Associates Investment Counsel/ca 在 Q3 2024 季度的美股仓位总计估值为 US$1.5亿，分散于 84 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Lederer & Associates Investment Counsel/ca 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 4 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，Lederer & Associates Investment Counsel/ca 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 26.3%，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 | AAPL | Apple Inc | 股票-科技 | 9.25% | +0.04% | -0.93% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.91% | -0.33% | -1.00% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.59% | +0.37% | -0.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.36% | +0.52% | -0.23% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.98% | +0.19% | -0.31% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.78% | -0.10% | -1.41% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.27% | -0.05% | -4.19% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.25% | +0.18% | -1.41% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.24% | +0.11% | -1.31% | |
| 10 | BLKCHF | Blackrock Inc | 股票-其他 | 1.95% | — | -1.82% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.78% | +0.27% | +863.15% | |
| 12 | SYK | Stryker CORP | 股票-医疗保健 | 1.70% | -0.03% | -0.80% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.61% | -0.10% | -0.99% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.60% | -0.24% | -0.65% | |
| 15 | AMGN | Amgen Inc | 股票-医疗保健 | 1.58% | -0.21% | -1.33% | |
| 16 | SPGI | S&p Global Inc | 股票-金融 | 1.56% | -0.14% | -2.82% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.55% | -0.08% | -1.33% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | +0.03% | -31.53% | |
| 19 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.50% | — | -0.24% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.49% | +1.09% | NEW | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.45% | — | +3.86% | |
| 22 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.33% | — | +20.63% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 1.29% | -0.40% | -1.90% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.28% | -0.19% | -12.78% | |
| 25 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.27% | -0.11% | -1.92% | |
| 26 | MLM | Martin Marietta Materials | 股票-原材料 | 1.22% | -0.11% | -0.12% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 1.21% | +0.03% | -0.46% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.17% | -0.09% | +4.19% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.17% | -0.41% | — | |
| 30 | WM | Waste Management Inc | 股票-工业 | 1.16% | -0.17% | -17.40% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.13% | -0.08% | -1.33% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.04% | -0.01% | — | |
| 33 | FISV | Fiserv Inc | 股票-其他 | 1.04% | — | -1.82% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 1.03% | +0.56% | -0.88% | |
| 35 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 股票-其他 | 1.03% | — | -1.20% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.99% | +0.03% | — | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | +0.03% | -3.19% | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.97% | -0.16% | -0.33% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.89% | — | — | |
| 40 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.85% | — | +1.90% | |
| 41 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.84% | — | -0.72% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.15% | — | |
| 43 | CPAY | Corpay Inc | 股票-科技 | 0.82% | +0.04% | -0.29% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.82% | — | -0.35% | |
| 45 | WAT | Waters CORP | 股票-医疗保健 | 0.82% | +0.09% | -0.37% | |
| 46 | SYY | Sysco CORP | 股票-非周期性消费 | 0.81% | +0.04% | -0.36% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -1.82% | EXIT | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.75% | +0.06% | — | |
| 49 | LYV | Live Nation Entertainment In | 股票-通信服务 | 0.70% | — | -0.33% | |
| 50 | AMT | American Tower CORP | 股票-房地产 | 0.69% | -0.05% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | NEW | 新建仓 |
| 2 | AAPL | Apple Inc | +0.6% | -0.93% | 减仓 |
| 3 | UBER | Uber Technologies Inc | +0.6% | NEW | 新建仓 |
| 4 | BLKCHF | Blackrock Inc | +0.3% | -1.82% | 减仓 |
| 5 | HSY | Hershey Co/the | +0.2% | +20.63% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -1.41% | 减仓 |
| 7 | ADP | Automatic Data Processing | +0.2% | -1.41% | 减仓 |
| 8 | NEE | Nextera Energy Inc | +0.2% | -0.65% | 减仓 |
| 9 | PYPL | Paypal Holdings Inc | +0.2% | -0.72% | 减仓 |
| 10 | MCD | Mcdonald's CORP | +0.2% | -3.93% | 减仓 |
| 11 | LMT | Lockheed Martin CORP | +0.2% | NEW | 新建仓 |
| 12 | REZ | Ishars Res And Multi Reales | +0.2% | NEW | 新建仓 |
| 13 | FISV | Fiserv Inc | +0.1% | -1.82% | 减仓 |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | -0.35% | 减仓 |
| 15 | WAT | Waters CORP | +0.1% | -0.37% | 减仓 |
| 16 | SPGI | S&p Global Inc | +0.1% | -2.82% | 减仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -4.19% | 减仓 |
| 18 | CB | Chubb Limited | +0.1% | -1.33% | 减仓 |
| 19 | GLD | Spdr Gold Shares | +0.1% | — | 不变 |
| 20 | SCHH | Schwab US Reit ETF | +0.1% | +1.90% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.99% | 减仓 |
| 22 | SCHV | Schwab US Large-cap Value | +0.1% | +4.19% | 加仓 |
| 23 | CPAY | Corpay Inc | +0.1% | -0.29% | 减仓 |
| 24 | AMT | American Tower CORP | +0.1% | — | 不变 |
| 25 | AWK | American Water Works Co Inc | +0.1% | -1.92% | 减仓 |
| 26 | KO | Coca-cola Co/the | +0.1% | — | 不变 |
| 27 | MDT | Medtronic plc | +0.1% | -0.33% | 减仓 |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | — | 不变 |
| 29 | HD | Home Depot Inc | +0.1% | — | 不变 |
| 30 | LYV | Live Nation Entertainment In | +0.1% | -0.33% | 减仓 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | -0.88% | 减仓 |
| 32 | UNP | Union Pacific CORP | +0.1% | -0.46% | 减仓 |
| 33 | TRV | Travelers Cos Inc/the | +0.1% | — | 不变 |
| 34 | EQIX | Equinix Inc | +0.1% | — | 不变 |
| 35 | PSA | Public Storage | +0.1% | — | 不变 |
| 36 | MDLZ | Mondelez International Inc-a | +0.1% | -0.40% | 减仓 |
| 37 | SYK | Stryker CORP | 0% | -0.80% | 减仓 |
| 38 | V | Visa Inc-class A Shares | 0% | -1.31% | 减仓 |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | -3.19% | 减仓 |
| 40 | COST | Costco Wholesale CORP | -0.2% | -12.78% | 减仓 |
| 41 | AMZN | Amazon.com Inc | -0.2% | -0.31% | 减仓 |
| 42 | NVDA | Nvidia CORP | -0.3% | -0.96% | 减仓 |
| 43 | WM | Waste Management Inc | -0.3% | -17.40% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.23% | 减仓 |
| 45 | CMCSA | Comcast Corp-class A | -0.6% | EXIT | 清仓 |
| 46 | MSFT | Microsoft CORP | -0.6% | -1.00% | 减仓 |
| 47 | JPM | Jpmorgan Chase & Co | -0.7% | -31.53% | 减仓 |
| 48 | LULU | Lululemon Athletica Inc | -0.7% | EXIT | 清仓 |
| 49 | KVUE | Kenvue Inc | -0.8% | EXIT | 清仓 |
| 50 | SBUX | Starbucks CORP | -0.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lederer & Associates Investment Counsel/ca 在 Q3 2024 季度的美股持仓总市值约为 US$1.5亿，共申报了 84 个公开持股仓位。
在 Q3 2024 季度，Lederer & Associates Investment Counsel/ca 按市值排列的前三大核心持股分别为：AAPL (9.3%)、MSFT (7.9%)、NVDA (4.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.3% 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
CRWD
市值: US$85.2万
本季最大获利了结 / 清仓标的
SBUX
前期市值: US$129.4万
在 Q3 2024 季度中，Lederer & Associates Investment Counsel/ca 共进行了 42 项持仓异动，包含新建仓 4 个仓位、加仓 3 个仓位、减仓 31 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 CRWD。 本季清仓仓位包含 SBUX。
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。