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: 0001602476
申报总市值
US$3.3亿
US$3.3亿
79 檔
14.7%
Lumbard & Kellner, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$3.3亿，分散于 79 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Lumbard & Kellner, LLC 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 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，Lumbard & Kellner, LLC 的前 5 大核心持股（包含 ARCADIUM LITHIUM PLC, ORCL, MET 等）合计占整体申报市值的 14.7%，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 | ✓ | Arcadium Lithium PLC | 股票-其他 | 5.06% | — | +30.19% | |
| 2 | ORCL | Oracle CORP | 股票-科技 | 4.73% | -0.02% | -3.38% | |
| 3 | MET | Metlife Inc | 股票-金融 | 3.87% | +0.14% | -5.92% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.80% | +0.71% | -2.63% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 3.35% | -0.21% | -4.67% | |
| 6 | BE | Bloom Energy Corp- A | 股票-工业 | 3.30% | +0.39% | -7.53% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.22% | -0.09% | -4.08% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.07% | +0.19% | -2.55% | |
| 9 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 2.95% | +0.30% | NEW | |
| 10 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.86% | -0.46% | -36.62% | |
| 11 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 2.85% | -1.61% | +17.46% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 2.65% | -0.84% | -3.50% | |
| 13 | NOC | Northrop Grumman CORP | 股票-工业 | 2.43% | -0.72% | -5.38% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.41% | +0.03% | — | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.39% | -1.19% | -1.44% | |
| 16 | CIEN | Ciena CORP | 股票-科技 | 2.34% | -0.08% | -2.58% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 2.27% | -0.57% | -22.81% | |
| 18 | SO | Southern Co/the | 股票-公用事业 | 2.23% | — | -4.41% | |
| 19 | FLKR | Franklin Ftse South Korea | ETF-其他 | 2.12% | +0.60% | +26.18% | |
| 20 | FSLR | First Solar Inc | 股票-科技 | 2.05% | +0.13% | — | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.11% | +5.73% | |
| 22 | NFE | New Fortress Energy Inc | 股票-其他 | 1.70% | — | -23.22% | |
| 23 | WWW | Wolverine World Wide Inc | 股票-其他 | 1.66% | — | -38.80% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.61% | +0.01% | -18.95% | |
| 25 | EIDO | Ishares Msci Indonesia ETF | ETF-其他 | 1.60% | -0.42% | -1.73% | |
| 26 | FLBR | Franklin Ftse Brazil ETF | ETF-其他 | 1.59% | -0.48% | -5.18% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.46% | -0.10% | +25.00% | |
| 28 | VAL | Valaris Limited | 股票-能源 | 1.42% | — | -5.20% | |
| 29 | HBM | Hudbay Minerals Inc | 股票-其他 | 1.42% | -0.04% | -0.52% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 1.34% | +0.03% | -17.25% | |
| 31 | PRU | Prudential Financial Inc | 股票-金融 | 1.33% | — | -6.45% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.31% | -0.01% | -0.44% | |
| 33 | DV | Doubleverify Holdings Inc | 股票-其他 | 1.30% | — | -4.94% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 1.28% | — | -4.43% | |
| 35 | GPRE | Green Plains Inc | 股票-其他 | 1.16% | -0.15% | EXIT | |
| 36 | PPL | Ppl CORP | 股票-公用事业 | 1.15% | — | -4.05% | |
| 37 | FE | Firstenergy CORP | 股票-公用事业 | 1.15% | -0.03% | -1.19% | |
| 38 | KTOS | Kratos Defense & Security | 股票-工业 | 1.14% | -0.95% | — | |
| 39 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.10% | +0.49% | -2.74% | |
| 40 | SDRL | Seadrill Limited | 股票-其他 | 1.06% | — | -4.21% | |
| 41 | OI | O-i Glass Inc | 股票-其他 | 1.03% | — | -5.27% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.03% | +0.13% | — | |
| 43 | PLUS | Eplus Inc | 股票-其他 | 0.99% | — | -3.98% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | — | — | |
| 45 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 0.66% | -0.15% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.04% | -0.23% | |
| 47 | STNG | Scorpio Tankers Inc. | 股票-其他 | 0.48% | -0.09% | -21.04% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | +0.01% | +6.44% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.43% | +0.04% | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | +0.05% | -11.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Arcadium Lithium PLC | +2.9% | +30.19% | 加仓 |
| 2 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +2.4% | NEW | 新建仓 |
| 3 | FSLR | First Solar Inc | +2.1% | NEW | 新建仓 |
| 4 | BE | Bloom Energy Corp- A | +1.6% | -7.53% | 减仓 |
| 5 | KTOS | Kratos Defense & Security | +1.1% | NEW | 新建仓 |
| 6 | CLIP | Global X 1-3 Month T-bill | +0.7% | NEW | 新建仓 |
| 7 | CIEN | Ciena CORP | +0.6% | -2.58% | 减仓 |
| 8 | NFE | New Fortress Energy Inc | +0.3% | -23.22% | 减仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | -2.63% | 减仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.3% | -2.55% | 减仓 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +25.00% | 加仓 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -3.50% | 减仓 |
| 13 | HD | Home Depot Inc | +0.1% | NEW | 新建仓 |
| 14 | DV | Doubleverify Holdings Inc | +0.1% | -4.94% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +6.44% | 加仓 |
| 16 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +17.46% | 加仓 |
| 17 | FLKR | Franklin Ftse South Korea | 0% | +26.18% | 加仓 |
| 18 | CWH | Camping World Holdings Inc-a | -0.1% | EXIT | 清仓 |
| 19 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | 清仓 |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | -26.37% | 减仓 |
| 21 | DXJ | Wisdomtree Japan Hedged Eq | -0.2% | EXIT | 清仓 |
| 22 | AMAT | Applied Materials Inc | -0.2% | -8.47% | 减仓 |
| 23 | PRU | Prudential Financial Inc | -0.2% | -6.45% | 减仓 |
| 24 | FRDM | Freedom 100 Emeging Mrkt ETF | -0.2% | -2.74% | 减仓 |
| 25 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -0.44% | 减仓 |
| 26 | FDX | Fedex CORP | -0.2% | EXIT | 清仓 |
| 27 | LLY | Eli Lilly & Co | -0.2% | — | 不变 |
| 28 | FE | Firstenergy CORP | -0.2% | -1.19% | 减仓 |
| 29 | CMCSA | Comcast Corp-class A | -0.2% | -49.66% | 减仓 |
| 30 | AAPL | Apple Inc | -0.2% | -17.25% | 减仓 |
| 31 | PFE | Pfizer Inc | -0.2% | -4.43% | 减仓 |
| 32 | HBM | Hudbay Minerals Inc | -0.3% | -0.52% | 减仓 |
| 33 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -4.08% | 减仓 |
| 34 | OI | O-i Glass Inc | -0.3% | -5.27% | 减仓 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -18.95% | 减仓 |
| 36 | MET | Metlife Inc | -0.4% | -5.92% | 减仓 |
| 37 | SO | Southern Co/the | -0.4% | -4.41% | 减仓 |
| 38 | ORCL | Oracle CORP | -0.4% | -3.38% | 减仓 |
| 39 | PLUS | Eplus Inc | -0.4% | -3.98% | 减仓 |
| 40 | STNG | Scorpio Tankers Inc. | -0.4% | -21.04% | 减仓 |
| 41 | EIDO | Ishares Msci Indonesia ETF | -0.4% | -1.73% | 减仓 |
| 42 | VAL | Valaris Limited | -0.5% | -5.20% | 减仓 |
| 43 | WWW | Wolverine World Wide Inc | -0.5% | -38.80% | 减仓 |
| 44 | XBI | Ss Spdr S&p Biotech ETF | -0.5% | -4.63% | 减仓 |
| 45 | NOC | Northrop Grumman CORP | -0.5% | -5.38% | 减仓 |
| 46 | VYMI | Vanguard Int High Dvd Yld In | -0.6% | -4.67% | 减仓 |
| 47 | FLBR | Franklin Ftse Brazil ETF | -0.6% | -5.18% | 减仓 |
| 48 | GPRE | Green Plains Inc | -0.6% | -4.79% | 减仓 |
| 49 | KMI | Kinder Morgan, Inc. | -0.9% | -36.62% | 减仓 |
| 50 | LMT | Lockheed Martin CORP | -1.4% | -22.81% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lumbard & Kellner, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.3亿，共申报了 79 个公开持股仓位。
在 Q4 2024 季度，Lumbard & Kellner, LLC 按市值排列的前三大核心持股分别为：ARCADIUM LITHIUM PLC (5.1%)、ORCL (4.7%)、MET (3.9%)。其中最大持股仓位 ARCADIUM LITHIUM PLC 占据整体投资组合约 5.1% 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
SPMD
市值: US$561.3万
本季最大获利了结 / 清仓标的
FDX
前期市值: US$42.0万
在 Q4 2024 季度中，Lumbard & Kellner, LLC 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 5 个仓位、减仓 35 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SPMD。 本季清仓仓位包含 FDX。
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。
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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。