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: 0000939219
申报总市值
US$17.3亿
US$17.3亿
748 檔
23.3%
截至 Q4 2024 季度末，Lee Danner & Bass Inc 的美股持仓估值约为 US$17.3亿，全数申报仓位共有 748 档。
在 Q4 2024，Lee Danner & Bass Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 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，Lee Danner & Bass Inc 的前 5 大核心持股（包含 BRK-B, HCA, AAPL 等）合计占整体申报市值的 23.3%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 748 只）
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.81% | -0.48% | -0.34% | |
| 2 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 9.58% | -2.75% | -0.80% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.97% | +0.10% | -4.77% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | -0.17% | +0.29% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.27% | +0.37% | — | |
| 6 | ACN | Accenture plc | 股票-科技 | 3.16% | -0.50% | — | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.68% | +0.10% | -5.78% | |
| 8 | URI | United Rentals Inc | 股票-工业 | 1.83% | +0.61% | -1.31% | |
| 9 | PNW | Pinnacle West Capital Corporation | 股票-公用事业 | 1.79% | — | — | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.68% | +0.18% | — | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | +0.05% | +2.48% | |
| 12 | FDX | Fedex CORP | 股票-工业 | 1.44% | -0.26% | +0.43% | |
| 13 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.42% | -0.15% | -2.64% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 1.41% | -0.06% | -0.79% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.33% | -0.08% | +0.23% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 1.32% | -0.16% | +0.36% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.31% | -1.61% | EXIT | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | -0.05% | -0.02% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.17% | -0.17% | -1.63% | |
| 20 | L | Loews CORP | 股票-金融 | 1.15% | -0.16% | -0.47% | |
| 21 | SYY | Sysco CORP | 股票-非周期性消费 | 1.12% | +0.06% | +0.21% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 1.11% | +0.47% | -1.11% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.08% | -0.06% | -0.61% | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.00% | -0.06% | +0.38% | |
| 25 | RSG | Republic Services Inc | 股票-工业 | 0.94% | -0.09% | -1.02% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | -0.07% | — | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.89% | +0.01% | +6.70% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | +0.09% | -7.14% | |
| 29 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.83% | -0.86% | -1.47% | |
| 30 | CXW | Corecivic Inc | 股票-其他 | 0.78% | +1.18% | -2.78% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.78% | -0.02% | — | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 0.78% | -0.02% | -2.75% | |
| 33 | JEF | Jefferies Financial Group In | 股票-金融 | 0.68% | +0.01% | -0.46% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.68% | — | +2.61% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.63% | -0.56% | EXIT | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.59% | +0.01% | — | |
| 37 | GEO | Geo Group Inc/the | 股票-其他 | 0.59% | +0.45% | — | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.59% | -0.01% | +13.56% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | +0.03% | -0.78% | |
| 40 | HAL | Halliburton Co | 股票-能源 | 0.56% | -0.14% | -3.76% | |
| 41 | BN | Brookfield CORP | 股票-金融 | 0.53% | -0.01% | -6.63% | |
| 42 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.51% | -0.05% | -0.09% | |
| 43 | RF | Regions Financial CORP | 股票-金融 | 0.49% | +0.03% | — | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.48% | -0.03% | -0.20% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.47% | +0.14% | -7.24% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | +0.01% | — | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.45% | -0.08% | +40.64% | |
| 48 | TGNA | Tegna Inc | 股票-其他 | 0.44% | — | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.15% | +5.51% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.42% | +1.19% | -8.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | -0.34% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | — | 加仓 |
| 3 | AAPL | Apple Inc | +0.7% | -4.77% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.5% | -5.78% | 减仓 |
| 5 | V | Visa Inc-class A Shares | +0.4% | +2.48% | 加仓 |
| 6 | PNW | Pinnacle West Capital Corporation | +0.4% | — | 减仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.4% | — | 减仓 |
| 8 | CXW | Corecivic Inc | +0.4% | -2.78% | 减仓 |
| 9 | GEO | Geo Group Inc/the | +0.4% | — | 减仓 |
| 10 | FISV | Fiserv Inc | +0.3% | -0.79% | 减仓 |
| 11 | DIS | Walt Disney Co/the | +0.3% | -0.61% | 减仓 |
| 12 | WMT | Walmart Inc | +0.2% | -1.63% | 减仓 |
| 13 | JEF | Jefferies Financial Group In | +0.2% | -0.46% | 减仓 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | — | 加仓 |
| 15 | L | Loews CORP | +0.2% | -0.47% | 减仓 |
| 16 | SLB | Slb LTD | +0.1% | +40.64% | 加仓 |
| 17 | RF | Regions Financial CORP | +0.1% | — | 加仓 |
| 18 | SRE | Sempra | +0.1% | +169.87% | 加仓 |
| 19 | BA | Boeing Co/the | +0.1% | +9.97% | 加仓 |
| 20 | WTM | White Mountains Insurance Group, Ltd. | +0.1% | -0.09% | 减仓 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +283.92% | 加仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | — | 加仓 |
| 23 | DEO | Diageo Plc-sponsored Adr | +0.1% | +64.40% | 加仓 |
| 24 | NKE | Nike Inc -cl B | +0.1% | +39.15% | 加仓 |
| 25 | CLF | Cleveland-cliffs Inc | +0.1% | NEW | 新建仓 |
| 26 | IWF | Ishares Russell 1000 Growth | +0.1% | +61.31% | 加仓 |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +233.29% | 加仓 |
| 28 | CAT | Caterpillar Inc | 0% | -1.11% | 减仓 |
| 29 | JNJ | Johnson & Johnson | 0% | +0.23% | 加仓 |
| 30 | HAL | Halliburton Co | 0% | -3.76% | 减仓 |
| 31 | LOW | Lowe's Cos Inc | 0% | -2.64% | 减仓 |
| 32 | MRK | Merck & Co. Inc. | 0% | — | 加仓 |
| 33 | MDT | Medtronic plc | 0% | -2.75% | 减仓 |
| 34 | NHI | Natl Health Investors Inc | 0% | — | 减仓 |
| 35 | ZTS | Zoetis Inc | 0% | — | 减仓 |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -7.24% | 减仓 |
| 37 | AMGN | Amgen Inc | -0.1% | -0.20% | 减仓 |
| 38 | BKD | Brookdale Senior Living Inc | -0.1% | -7.53% | 减仓 |
| 39 | CVS | Cvs Health CORP | -0.1% | +0.44% | 加仓 |
| 40 | VSAT | Viasat Inc | -0.1% | — | 减仓 |
| 41 | URI | United Rentals Inc | -0.1% | -1.31% | 减仓 |
| 42 | INTC | Intel CORP | -0.1% | -8.80% | 减仓 |
| 43 | TRUX | Truxton CORP | -0.1% | EXIT | 清仓 |
| 44 | TGT | Target CORP | -0.1% | — | 减仓 |
| 45 | MDLZ | Mondelez International Inc-a | -0.1% | +0.38% | 加仓 |
| 46 | ✓ | Cleveland Cliffs | -0.1% | EXIT | 清仓 |
| 47 | HP5A | Equity Commonwealth | -0.4% | -1.63% | 减仓 |
| 48 | ✓ | Banco Latinoamericano Come | -0.7% | EXIT | 清仓 |
| 49 | HCA | Hca Healthcare Inc | -2% | -0.80% | 减仓 |
| 50 | FRFHF | Fairfax Financial Hldgs LTD | -9.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lee Danner & Bass Inc 在 Q4 2024 季度的美股持仓总市值约为 US$17.3亿，共申报了 748 个公开持股仓位。
在 Q4 2024 季度，Lee Danner & Bass Inc 按市值排列的前三大核心持股分别为：BRK-B (10.8%)、HCA (9.6%)、AAPL (5.0%)。其中最大持股仓位 BRK-B 占据整体投资组合约 10.8% 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
CLF
市值: US$114.7万
本季最大获利了结 / 清仓标的
FRFHF
前期市值: US$1.3亿
在 Q4 2024 季度中，Lee Danner & Bass Inc 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 17 个仓位、减仓 28 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 CLF。 本季清仓仓位包含 FRFHF。
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。