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: 0001089707
申报总市值
US$1.5亿
US$1.5亿
85 檔
27.6%
截至 Q4 2024 季度末，Lederer & Associates Investment Counsel/ca 的美股持仓估值约为 US$1.5亿，全数申报仓位共有 85 档。
在 Q4 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 33 个仓位并完全清仓 3 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 27.6%，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
ABBV
市值: US$183.4万
本季最大获利了结 / 清仓标的
LYV
前期市值: US$99.8万
| # | 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 | AAPL | Apple Inc | 股票-科技 | 9.55% | +0.04% | -3.21% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.52% | -0.33% | -2.20% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.04% | +0.37% | +0.09% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.73% | +0.52% | -1.91% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.41% | +0.19% | -1.87% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.73% | -0.10% | -3.28% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.49% | +0.11% | -2.71% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.36% | +0.18% | -0.40% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.22% | -0.05% | -0.01% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.12% | +0.27% | -10.73% | |
| 11 | BLKCHF | Blackrock Inc | 股票-其他 | 2.02% | — | -2.99% | |
| 12 | SYK | Stryker CORP | 股票-医疗保健 | 1.62% | -0.03% | -3.73% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | +0.03% | -5.16% | |
| 14 | SPGI | S&p Global Inc | 股票-金融 | 1.45% | -0.14% | -3.09% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.44% | -0.08% | -2.48% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.43% | -0.10% | +0.18% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.32% | +0.04% | +703.28% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.30% | -0.19% | -0.68% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 1.30% | -0.40% | -19.06% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.29% | -0.24% | -3.83% | |
| 21 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.28% | — | +10.14% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.28% | +0.08% | — | |
| 23 | AMGN | Amgen Inc | 股票-医疗保健 | 1.26% | -0.21% | -0.22% | |
| 24 | ADBE | Adobe Inc | 股票-科技 | 1.25% | — | +1.51% | |
| 25 | UNP | Union Pacific CORP | 股票-工业 | 1.19% | +0.03% | +7.48% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.15% | -0.41% | — | |
| 27 | MLM | Martin Marietta Materials | 股票-原材料 | 1.15% | -0.11% | -1.58% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.14% | -0.09% | +200.66% | |
| 29 | WM | Waste Management Inc | 股票-工业 | 1.10% | -0.17% | -1.81% | |
| 30 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.10% | -0.11% | +2.31% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.09% | +0.03% | -1.10% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.08% | -0.08% | +100.00% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 1.08% | +0.56% | -5.77% | |
| 34 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 1.05% | — | — | |
| 35 | FISV | Fiserv Inc | 股票-其他 | 1.01% | — | -14.45% | |
| 36 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.01% | — | -4.18% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.90% | -0.01% | — | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.88% | +0.03% | +0.10% | |
| 39 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.87% | — | -4.54% | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.85% | -0.16% | -0.46% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.83% | — | -6.05% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.15% | +0.04% | |
| 43 | WAT | Waters CORP | 股票-医疗保健 | 0.81% | +0.09% | -3.28% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.77% | — | +0.35% | |
| 45 | SYY | Sysco CORP | 股票-非周期性消费 | 0.75% | +0.04% | -4.91% | |
| 46 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 股票-其他 | 0.74% | — | -15.24% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.72% | +0.06% | +61.63% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.72% | +1.09% | NEW | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.72% | +0.06% | -0.11% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.71% | +0.33% | -2.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +1.3% | NEW | 新建仓 |
| 2 | LLY | Eli Lilly & Co | +1.1% | +703.28% | 加仓 |
| 3 | FLUT | Flutter Entertainment plc | +1.1% | NEW | 新建仓 |
| 4 | CME | Cme Group Inc | +0.7% | NEW | 新建仓 |
| 5 | NVDA | Nvidia CORP | +0.5% | +0.09% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.4% | -1.87% | 减仓 |
| 7 | GPC | Genuine Parts Co | +0.4% | NEW | 新建仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.91% | 减仓 |
| 9 | AVGO | Broadcom Inc | +0.3% | -10.73% | 减仓 |
| 10 | AAPL | Apple Inc | +0.3% | -3.21% | 减仓 |
| 11 | V | Visa Inc-class A Shares | +0.3% | -2.71% | 减仓 |
| 12 | UBER | Uber Technologies Inc | +0.2% | +61.63% | 加仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.10% | 减仓 |
| 14 | ADP | Automatic Data Processing | +0.1% | -0.40% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -5.16% | 减仓 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -2.04% | 减仓 |
| 17 | BLKCHF | Blackrock Inc | +0.1% | -2.99% | 减仓 |
| 18 | BAC | Bank Of America CORP | +0.1% | +1.10% | 加仓 |
| 19 | SYY | Sysco CORP | -0.1% | -4.91% | 减仓 |
| 20 | WM | Waste Management Inc | -0.1% | -1.81% | 减仓 |
| 21 | MLM | Martin Marietta Materials | -0.1% | -1.58% | 减仓 |
| 22 | PSA | Public Storage | -0.1% | -3.63% | 减仓 |
| 23 | SCHH | Schwab US Reit ETF | -0.1% | +0.35% | 加仓 |
| 24 | TRV | Travelers Cos Inc/the | -0.1% | -13.88% | 减仓 |
| 25 | SYK | Stryker CORP | -0.1% | -3.73% | 减仓 |
| 26 | CCI | Crown Castle Inc | -0.1% | -5.21% | 减仓 |
| 27 | KMB | Kimberly-clark CORP | -0.1% | -4.22% | 减仓 |
| 28 | XOM | Exxon Mobil CORP | -0.1% | -4.32% | 减仓 |
| 29 | PEP | Pepsico Inc | -0.1% | +0.10% | 加仓 |
| 30 | SPGI | S&p Global Inc | -0.1% | -3.09% | 减仓 |
| 31 | CB | Chubb Limited | -0.1% | -2.48% | 减仓 |
| 32 | PLD | Prologis Inc | -0.1% | -3.72% | 减仓 |
| 33 | MDT | Medtronic plc | -0.1% | -0.46% | 减仓 |
| 34 | KO | Coca-cola Co/the | -0.1% | — | 不变 |
| 35 | MDLZ | Mondelez International Inc-a | -0.1% | -1.46% | 减仓 |
| 36 | AMT | American Tower CORP | -0.2% | -3.70% | 减仓 |
| 37 | AWK | American Water Works Co Inc | -0.2% | +2.31% | 加仓 |
| 38 | CPAY | Corpay Inc | -0.2% | -27.45% | 减仓 |
| 39 | JNJ | Johnson & Johnson | -0.2% | +0.18% | 加仓 |
| 40 | ADBE | Adobe Inc | -0.2% | +1.51% | 加仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -14.60% | 减仓 |
| 42 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.3% | -15.24% | 减仓 |
| 43 | NEE | Nextera Energy Inc | -0.3% | -3.83% | 减仓 |
| 44 | AMGN | Amgen Inc | -0.3% | -0.22% | 减仓 |
| 45 | MSGS | Madison Square Garden Sports | -0.4% | EXIT | 清仓 |
| 46 | MSFT | Microsoft CORP | -0.4% | -2.20% | 减仓 |
| 47 | ELV | Elevance Health Inc | -0.5% | -4.18% | 减仓 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | EXIT | 清仓 |
| 49 | LYV | Live Nation Entertainment In | -0.7% | EXIT | 清仓 |
| 50 | MCD | Mcdonald's CORP | -0.8% | -49.02% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lederer & Associates Investment Counsel/ca 在 Q4 2024 季度的美股持仓总市值约为 US$1.5亿，共申报了 85 个公开持股仓位。
在 Q4 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 (9.6%)、MSFT (7.5%)、NVDA (5.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.6% 的权重。
在 Q4 2024 季度中，Lederer & Associates Investment Counsel/ca 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 9 个仓位、减仓 33 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 ABBV。 本季清仓仓位包含 LYV。
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。