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: 0001570396
申报总市值
US$2.2亿
US$2.2亿
102 檔
23.2%
Q3 2024 季度申报显示，Lipe & Dalton 披露的美股组合总市值为 US$2.2亿，涵盖 102 个不同之权益投资仓位。
Lipe & Dalton 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 13 档持股的同时，亦同步清仓 4 档并减仓 21 档标的。
在资产配置集中度方面，Lipe & Dalton 的前 5 大核心持股（包含 AAPL, , 等）合计占整体申报市值的 23.2%，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 | 9.02% | -0.04% | -1.47% | |
| 2 | ✓ | 股票-其他 | 5.05% | +0.47% | -2.10% | ||
| 3 | ✓ | 股票-其他 | 4.24% | +0.18% | -1.67% | ||
| 4 | OKE | Oneok Inc | 股票-能源 | 3.45% | -0.28% | -0.25% | |
| 5 | ✓ | 股票-其他 | 3.42% | -0.31% | -0.21% | ||
| 6 | DHR | Danaher CORP | 股票-医疗保健 | 3.04% | -0.14% | +0.02% | |
| 7 | ✓ | 股票-其他 | 2.82% | -0.57% | — | ||
| 8 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 2.77% | — | +0.11% | |
| 9 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.67% | +0.23% | -1.44% | |
| 10 | ✓ | 股票-其他 | 2.54% | +0.03% | -0.39% | ||
| 11 | SNA | Snap-on Inc | 股票-工业 | 2.46% | -0.09% | — | |
| 12 | BA | Boeing Co/the | 股票-工业 | 2.42% | -0.15% | -0.71% | |
| 13 | EMR | Emerson Electric Co | 股票-工业 | 2.38% | -0.11% | -0.22% | |
| 14 | YUM | Yum! Brands Inc | 股票-周期性消费 | 2.08% | -0.21% | -0.29% | |
| 15 | ✓ | 股票-其他 | 1.94% | +0.02% | -2.60% | ||
| 16 | ✓ | 股票-其他 | 1.84% | -0.78% | -1.27% | ||
| 17 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.78% | -0.38% | +1.27% | |
| 18 | ✓ | 股票-其他 | 1.73% | -0.38% | — | ||
| 19 | ✓ | 股票-其他 | 1.67% | — | -0.22% | ||
| 20 | DE | Deere & Co | 股票-工业 | 1.66% | — | — | |
| 21 | BALL | Ball CORP | 股票-周期性消费 | 1.64% | — | -0.32% | |
| 22 | ✓ | Vector Group, Ltd | 股票-其他 | 1.59% | — | -0.42% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.10% | — | |
| 24 | BWA | Borgwarner Inc | 股票-周期性消费 | 1.48% | +0.11% | — | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.48% | -0.01% | -1.03% | |
| 26 | AMGN | Amgen Inc | 股票-医疗保健 | 1.45% | -0.15% | -1.11% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.41% | +0.09% | -1.10% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 1.36% | -0.39% | -0.43% | |
| 29 | ✓ | 股票-其他 | 1.27% | -0.14% | -2.59% | ||
| 30 | ✓ | 股票-其他 | 1.23% | -0.03% | -0.28% | ||
| 31 | MLM | Martin Marietta Materials | 股票-原材料 | 1.20% | -0.16% | — | |
| 32 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.20% | -0.20% | +0.60% | |
| 33 | ✓ | 股票-其他 | 1.17% | -0.06% | -0.99% | ||
| 34 | INTC | Intel CORP | 股票-科技 | 1.08% | +1.53% | -4.87% | |
| 35 | CI | THE Cigna Group | 股票-医疗保健 | 1.06% | -0.09% | +0.02% | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.02% | -0.03% | +1.14% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.97% | — | +0.54% | |
| 38 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.86% | +0.23% | +0.74% | |
| 39 | ✓ | 股票-其他 | 0.84% | -0.09% | +0.84% | ||
| 40 | ✓ | 股票-其他 | 0.82% | -0.12% | — | ||
| 41 | ✓ | 股票-其他 | 0.78% | +0.06% | +0.01% | ||
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | -0.11% | +16.11% | |
| 43 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 0.77% | — | +2.16% | |
| 44 | ✓ | 股票-其他 | 0.75% | -0.08% | — | ||
| 45 | ✓ | 股票-其他 | 0.72% | — | +0.28% | ||
| 46 | ✓ | 股票-其他 | 0.68% | -0.04% | -0.18% | ||
| 47 | ✓ | 股票-其他 | 0.68% | — | -1.40% | ||
| 48 | ✓ | 股票-其他 | 0.65% | -0.06% | -10.66% | ||
| 49 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.64% | -0.76% | +17.40% | |
| 50 | ✓ | 股票-其他 | 0.62% | -0.42% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2.8% | NEW | 新建仓 | |
| 2 | SNA | Snap-on Inc | +2.5% | NEW | 新建仓 |
| 3 | ✓ | +0.6% | -0.21% | 减仓 | |
| 4 | SIRI | Sirius Xm Holdings Inc | +0.5% | NEW | 新建仓 |
| 5 | CM | Can Imperial Bk Of Commerce | +0.4% | -1.44% | 减仓 |
| 6 | ✓ | Vector Group, Ltd | +0.4% | -0.42% | 减仓 |
| 7 | AAPL | Apple Inc | +0.2% | -1.47% | 减仓 |
| 8 | ✓ | +0.2% | — | 不变 | |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | -1.03% | 减仓 |
| 10 | LMT | Lockheed Martin CORP | +0.2% | -0.43% | 减仓 |
| 11 | AMTM | Amentum Holdings Inc | +0.2% | NEW | 新建仓 |
| 12 | ✓ | +0.2% | -0.39% | 减仓 | |
| 13 | BAM | Brookfield Asset Mgmt-a | +0.2% | +0.60% | 加仓 |
| 14 | ✓ | +0.2% | -2.59% | 减仓 | |
| 15 | OKE | Oneok Inc | +0.2% | -0.25% | 减仓 |
| 16 | COO | Cooper Cos Inc/the | +0.1% | +2.16% | 加仓 |
| 17 | DHR | Danaher CORP | +0.1% | +0.02% | 加仓 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +16.11% | 加仓 |
| 19 | ✓ | +0.1% | +0.01% | 加仓 | |
| 20 | ✓ | +0.1% | +0.28% | 加仓 | |
| 21 | FFIV | F5 Inc | +0.1% | NEW | 新建仓 |
| 22 | ✓ | Exact Sciences CORP | +0.1% | — | 不变 |
| 23 | ✓ | +0.1% | NEW | 新建仓 | |
| 24 | BALL | Ball CORP | +0.1% | -0.32% | 减仓 |
| 25 | HSY | Hershey Co/the | +0.1% | +17.40% | 加仓 |
| 26 | DE | Deere & Co | +0.1% | — | 不变 |
| 27 | BWA | Borgwarner Inc | +0.1% | — | 不变 |
| 28 | KHC | Kraft Heinz Co/the | +0.1% | +0.11% | 加仓 |
| 29 | ✓ | +0.1% | — | 不变 | |
| 30 | ✓ | +0.1% | -0.44% | 减仓 | |
| 31 | ✓ | +0.1% | +0.01% | 加仓 | |
| 32 | ✓ | +0.1% | -1.67% | 减仓 | |
| 33 | ✓ | +0.1% | +0.84% | 加仓 | |
| 34 | ✓ | 0% | -0.36% | 减仓 | |
| 35 | JKHY | Jack Henry & Associates Inc | 0% | +1.27% | 加仓 |
| 36 | MS | Morgan Stanley | — | -1.10% | 减仓 |
| 37 | CVS | Cvs Health CORP | — | +0.74% | 加仓 |
| 38 | YUM | Yum! Brands Inc | 0% | -0.29% | 减仓 |
| 39 | ✓ | -0.1% | EXIT | 清仓 | |
| 40 | ✓ | -0.1% | -0.18% | 减仓 | |
| 41 | MSFT | Microsoft CORP | -0.2% | — | 不变 |
| 42 | QCOM | Qualcomm Inc | -0.2% | +0.54% | 加仓 |
| 43 | ✓ | -0.3% | -0.22% | 减仓 | |
| 44 | ✓ | -0.4% | -17.22% | 减仓 | |
| 45 | 22941EUR | Liberty Media Corp-cl A New | -0.5% | EXIT | 清仓 |
| 46 | INTC | Intel CORP | -0.5% | -4.87% | 减仓 |
| 47 | BA | Boeing Co/the | -0.7% | -0.71% | 减仓 |
| 48 | ✓ | -1% | -2.10% | 减仓 | |
| 49 | ROK | Rockwell Automation Inc | -2.6% | EXIT | 清仓 |
| 50 | ✓ | -3.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lipe & Dalton 在 Q3 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 102 个公开持股仓位。
在 Q3 2024 季度，Lipe & Dalton 按市值排列的前三大核心持股分别为：AAPL (9.0%)、 (5.0%)、 (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.0% 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
市值: US$558.0万
本季最大获利了结 / 清仓标的
前期市值: US$570.9万
在 Q3 2024 季度中，Lipe & Dalton 共进行了 44 项持仓异动，包含新建仓 6 个仓位、加仓 13 个仓位、减仓 21 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 。
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。