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
94 檔
25.3%
在 Q4 2024 申报期间，Lipe & Dalton（CIK: 0001570396）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.2亿，共持有 94 个公开申报仓位。
在 Q4 2024，Lipe & Dalton 展现出较为审慎的避险与获利了结姿态。本季共减仓 35 个仓位并完全清仓 7 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，Lipe & Dalton 的前 5 大核心持股（包含 AAPL, , 等）合计占整体申报市值的 25.3%，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 | 9.98% | -0.04% | -1.99% | |
| 2 | ✓ | 股票-其他 | 5.93% | +0.47% | -1.77% | ||
| 3 | ✓ | 股票-其他 | 5.07% | +0.18% | -1.38% | ||
| 4 | OKE | Oneok Inc | 股票-能源 | 3.97% | -0.28% | -0.43% | |
| 5 | ✓ | 股票-其他 | 3.87% | -0.31% | -0.23% | ||
| 6 | SNA | Snap-on Inc | 股票-工业 | 3.02% | -0.09% | -0.06% | |
| 7 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.88% | +0.23% | -0.08% | |
| 8 | EMR | Emerson Electric Co | 股票-工业 | 2.81% | -0.11% | -0.50% | |
| 9 | ✓ | 股票-其他 | 2.81% | -0.57% | +0.41% | ||
| 10 | BA | Boeing Co/the | 股票-工业 | 2.78% | -0.15% | -6.04% | |
| 11 | DHR | Danaher CORP | 股票-医疗保健 | 2.62% | -0.14% | -0.60% | |
| 12 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 2.49% | — | -2.00% | |
| 13 | ✓ | 股票-其他 | 2.39% | +0.03% | -0.35% | ||
| 14 | YUM | Yum! Brands Inc | 股票-周期性消费 | 2.08% | -0.21% | -0.98% | |
| 15 | ✓ | 股票-其他 | 1.96% | +0.02% | -3.88% | ||
| 16 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.86% | -0.38% | — | |
| 17 | DE | Deere & Co | 股票-工业 | 1.77% | — | — | |
| 18 | ✓ | 股票-其他 | 1.74% | -0.38% | — | ||
| 19 | MS | Morgan Stanley | 股票-金融 | 1.71% | +0.09% | -3.97% | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.70% | -0.01% | +0.37% | |
| 21 | ✓ | 股票-其他 | 1.58% | — | -1.41% | ||
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.10% | -6.63% | |
| 23 | ✓ | 股票-其他 | 1.44% | -0.78% | -3.52% | ||
| 24 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.43% | -0.20% | -0.73% | |
| 25 | BALL | Ball CORP | 股票-周期性消费 | 1.40% | — | -0.03% | |
| 26 | BWA | Borgwarner Inc | 股票-周期性消费 | 1.36% | +0.11% | -0.17% | |
| 27 | ✓ | 股票-其他 | 1.35% | -0.03% | -8.87% | ||
| 28 | ✓ | 股票-其他 | 1.32% | -0.14% | +1.86% | ||
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 1.22% | -0.15% | -1.29% | |
| 30 | MLM | Martin Marietta Materials | 股票-原材料 | 1.21% | -0.16% | — | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.20% | -0.03% | -4.86% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 1.16% | -0.39% | -2.17% | |
| 33 | ✓ | 股票-其他 | 1.06% | -0.06% | -0.20% | ||
| 34 | INTC | Intel CORP | 股票-科技 | 0.99% | +1.53% | +2.30% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.90% | — | -2.02% | |
| 36 | CI | THE Cigna Group | 股票-医疗保健 | 0.85% | -0.09% | -3.30% | |
| 37 | ✓ | 股票-其他 | 0.85% | -0.12% | -2.66% | ||
| 38 | ✓ | 股票-其他 | 0.81% | -0.08% | — | ||
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | -0.11% | +2.14% | |
| 40 | ✓ | 股票-其他 | 0.74% | -0.09% | — | ||
| 41 | ✓ | 股票-其他 | 0.68% | +0.06% | -1.43% | ||
| 42 | ✓ | 股票-其他 | 0.67% | -0.06% | — | ||
| 43 | ✓ | 股票-其他 | 0.66% | — | -4.31% | ||
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.65% | +0.23% | +0.19% | |
| 45 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 0.64% | — | -4.24% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.61% | -0.05% | — | |
| 47 | ✓ | 股票-其他 | 0.61% | -0.04% | -2.92% | ||
| 48 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.59% | -0.76% | +0.03% | |
| 49 | ✓ | 股票-其他 | 0.58% | — | -5.66% | ||
| 50 | ✓ | 股票-其他 | 0.57% | — | -2.50% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | -1.99% | 减仓 |
| 2 | ✓ | +0.9% | -1.77% | 减仓 | |
| 3 | ✓ | +0.8% | -1.38% | 减仓 | |
| 4 | SNA | Snap-on Inc | +0.6% | -0.06% | 减仓 |
| 5 | OKE | Oneok Inc | +0.5% | -0.43% | 减仓 |
| 6 | ✓ | +0.5% | -0.23% | 减仓 | |
| 7 | EMR | Emerson Electric Co | +0.4% | -0.50% | 减仓 |
| 8 | BA | Boeing Co/the | +0.4% | -6.04% | 减仓 |
| 9 | MS | Morgan Stanley | +0.3% | -3.97% | 减仓 |
| 10 | BAM | Brookfield Asset Mgmt-a | +0.2% | -0.73% | 减仓 |
| 11 | BMY | Bristol-myers Squibb Co | +0.2% | +0.37% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.2% | -4.86% | 减仓 |
| 13 | WFC | Wells Fargo & Co | +0.1% | — | 不变 |
| 14 | DFSEUR | Discover Financial Services | +0.1% | NEW | 新建仓 |
| 15 | ✓ | +0.1% | NEW | 新建仓 | |
| 16 | YUM | Yum! Brands Inc | — | -0.98% | 减仓 |
| 17 | ✓ | 0% | +0.41% | 加仓 | |
| 18 | MSFT | Microsoft CORP | -0.1% | -6.63% | 减仓 |
| 19 | ✓ | -0.1% | -3.44% | 减仓 | |
| 20 | ✓ | -0.1% | -4.31% | 减仓 | |
| 21 | QCOM | Qualcomm Inc | -0.1% | -2.02% | 减仓 |
| 22 | ✓ | -0.1% | -2.92% | 减仓 | |
| 23 | SIRI | Sirius Xm Holdings Inc | -0.1% | -14.51% | 减仓 |
| 24 | ✓ | -0.1% | -1.76% | 减仓 | |
| 25 | LOW | Lowe's Cos Inc | -0.1% | EXIT | 清仓 |
| 26 | ✓ | -0.1% | -1.41% | 减仓 | |
| 27 | INTC | Intel CORP | -0.1% | +2.30% | 加仓 |
| 28 | ✓ | -0.1% | — | 不变 | |
| 29 | ✓ | -0.1% | -5.66% | 减仓 | |
| 30 | ✓ | -0.1% | -1.43% | 减仓 | |
| 31 | ✓ | -0.1% | EXIT | 清仓 | |
| 32 | ✓ | -0.1% | -0.20% | 减仓 | |
| 33 | ABT | Abbott Laboratories | -0.1% | EXIT | 清仓 |
| 34 | BWA | Borgwarner Inc | -0.1% | -0.17% | 减仓 |
| 35 | KLAC | Kla CORP | -0.1% | EXIT | 清仓 |
| 36 | COO | Cooper Cos Inc/the | -0.1% | -4.24% | 减仓 |
| 37 | ✓ | -0.1% | -60.63% | 减仓 | |
| 38 | CBU | Community Financial System I | -0.1% | EXIT | 清仓 |
| 39 | ✓ | -0.2% | -0.35% | 减仓 | |
| 40 | LMT | Lockheed Martin CORP | -0.2% | -2.17% | 减仓 |
| 41 | CVS | Cvs Health CORP | -0.2% | +0.19% | 加仓 |
| 42 | CI | THE Cigna Group | -0.2% | -3.30% | 减仓 |
| 43 | AMGN | Amgen Inc | -0.2% | -1.29% | 减仓 |
| 44 | BALL | Ball CORP | -0.2% | -0.03% | 减仓 |
| 45 | ✓ | -0.3% | -54.23% | 减仓 | |
| 46 | ✓ | -0.3% | EXIT | 清仓 | |
| 47 | KHC | Kraft Heinz Co/the | -0.3% | -2.00% | 减仓 |
| 48 | ✓ | -0.4% | -3.52% | 减仓 | |
| 49 | DHR | Danaher CORP | -0.4% | -0.60% | 减仓 |
| 50 | ✓ | Vector Group, Ltd | -1.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lipe & Dalton 在 Q4 2024 季度的美股持仓总市值约为 US$2.2亿，共申报了 94 个公开持股仓位。
在 Q4 2024 季度，Lipe & Dalton 按市值排列的前三大核心持股分别为：AAPL (10.0%)、 (5.9%)、 (5.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.0% 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
DFSEUR
市值: US$22.5万
本季最大获利了结 / 清仓标的
Vector Group, Ltd
前期市值: US$314.8万
在 Q4 2024 季度中，Lipe & Dalton 共进行了 48 项持仓异动，包含新建仓 2 个仓位、加仓 4 个仓位、减仓 35 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 DFSEUR。 本季清仓仓位包含 Vector Group, Ltd。
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。