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: 0001108965
申报总市值
US$5.7亿
US$5.7亿
120 檔
20.5%
在 Q3 2024 申报期间，Lynch & Associates/in（CIK: 0001108965）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$5.7亿，共持有 120 个公开申报仓位。
在 Q3 2024，Lynch & Associates/in 进行了温和的常态性持仓调整（包含新建仓 2 档、加仓 23 档、减仓 24 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Lynch & Associates/in 的前 5 大核心持股（包含 MSFT, IVV, IJH 等）合计占整体申报市值的 20.5%，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 | MSFT | Microsoft CORP | 股票-科技 | 9.66% | -0.48% | -0.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.27% | +0.20% | -0.81% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.95% | +0.19% | +0.66% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 3.61% | -0.65% | -1.32% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.30% | -0.14% | -0.61% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.11% | -0.13% | -0.71% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.07% | +0.19% | -0.36% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.03% | -3.85% | EXIT | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.58% | +0.10% | -0.24% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.35% | +0.13% | -0.48% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.24% | +0.14% | -1.80% | |
| 12 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.23% | — | -0.24% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.14% | -0.39% | +0.06% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工业 | 1.97% | -0.40% | -1.25% | |
| 15 | EMR | Emerson Electric Co | 股票-工业 | 1.85% | +0.02% | -2.38% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.68% | +0.83% | +0.91% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.63% | -0.53% | -0.45% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工业 | 1.63% | +0.05% | -3.31% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.58% | +0.05% | +1.08% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.54% | -0.02% | -0.93% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.51% | +0.09% | -1.37% | |
| 22 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.43% | -0.16% | +0.34% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.43% | +0.32% | -1.30% | |
| 24 | SYK | Stryker CORP | 股票-医疗保健 | 1.40% | -0.14% | +0.94% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.37% | -0.20% | -0.44% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | -0.04% | -0.45% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.25% | +0.10% | +2.40% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.23% | +0.09% | +0.62% | |
| 29 | HON | Honeywell International Inc | 股票-工业 | 1.21% | -1.11% | EXIT | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 1.14% | +0.37% | +3.26% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | +0.29% | +1.69% | |
| 32 | ✓ | 股票-其他 | 1.03% | -0.13% | +1.41% | ||
| 33 | SYY | Sysco CORP | 股票-非周期性消费 | 1.03% | +0.05% | +0.12% | |
| 34 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.95% | -0.13% | -0.36% | |
| 35 | DOW | Dow Inc | 股票-原材料 | 0.90% | — | -2.21% | |
| 36 | ITW | Illinois Tool Works | 股票-工业 | 0.89% | -0.04% | +1.03% | |
| 37 | DFSEUR | Discover Financial Services | 股票-其他 | 0.86% | — | -0.21% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.85% | -0.13% | +1.79% | |
| 39 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.84% | +0.21% | +3.83% | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.80% | +0.04% | +1.09% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.78% | -0.02% | +15.96% | |
| 42 | FSFG | First Savings Financial Grp | 股票-其他 | 0.77% | — | — | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.77% | -0.07% | +1.09% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.74% | +0.02% | +1.91% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | -0.08% | -2.69% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.64% | — | +1.40% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.64% | +0.08% | +2.45% | |
| 48 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.59% | — | -1.12% | |
| 49 | PFE | Pfizer Inc | 股票-医疗保健 | 0.57% | -0.07% | -3.73% | |
| 50 | GIS | General Mills Inc | 股票-非周期性消费 | 0.56% | -0.03% | -3.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.3% | -1.32% | 减仓 |
| 2 | IBM | Intl Business Machines CORP | +0.3% | -1.80% | 减仓 |
| 3 | LMT | Lockheed Martin CORP | +0.3% | -1.25% | 减仓 |
| 4 | MCD | Mcdonald's CORP | +0.2% | +0.06% | 加仓 |
| 5 | ABBV | Abbvie Inc | +0.2% | -0.36% | 减仓 |
| 6 | LOW | Lowe's Cos Inc | +0.2% | +0.34% | 加仓 |
| 7 | MMM | 3m Co | +0.2% | +1.91% | 加仓 |
| 8 | FSFG | First Savings Financial Grp | +0.2% | — | 不变 |
| 9 | ✓ | +0.1% | +1.41% | 加仓 | |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +15.96% | 加仓 |
| 11 | RTX | Rtx CORP | +0.1% | +1.79% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.71% | 减仓 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +0.91% | 加仓 |
| 14 | HD | Home Depot Inc | +0.1% | +12.03% | 加仓 |
| 15 | SHW | Sherwin-williams Co/the | +0.1% | +5.14% | 加仓 |
| 16 | AAPL | Apple Inc | +0.1% | -0.48% | 减仓 |
| 17 | CGDV | Cap Group Dividend Value | +0.1% | NEW | 新建仓 |
| 18 | KO | Coca-cola Co/the | +0.1% | -0.93% | 减仓 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.45% | 减仓 |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.40% | 加仓 |
| 21 | DUK | Duke Energy CORP | +0.1% | +1.09% | 加仓 |
| 22 | USB | US Bancorp | +0.1% | +2.45% | 加仓 |
| 23 | AFBI | Affinity Bancshares Inc | +0.1% | NEW | 新建仓 |
| 24 | UNP | Union Pacific CORP | +0.1% | +10.94% | 加仓 |
| 25 | PM | Philip Morris International | +0.1% | -0.61% | 减仓 |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.08% | 加仓 |
| 27 | ITW | Illinois Tool Works | 0% | +1.03% | 加仓 |
| 28 | FNCL | Fidelity Msci Financial Indx | 0% | +3.87% | 加仓 |
| 29 | ABT | Abbott Laboratories | 0% | -0.44% | 减仓 |
| 30 | TXN | Texas Instruments Inc | 0% | +3.26% | 加仓 |
| 31 | SYY | Sysco CORP | 0% | +0.12% | 加仓 |
| 32 | GIS | General Mills Inc | 0% | -3.12% | 减仓 |
| 33 | FHLC | Fidelity Msci Health Care | 0% | +6.23% | 加仓 |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.66% | 加仓 |
| 35 | SYK | Stryker CORP | — | +0.94% | 加仓 |
| 36 | TJX | Tjx Companies Inc | — | -0.36% | 减仓 |
| 37 | DFSEUR | Discover Financial Services | — | -0.21% | 减仓 |
| 38 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.37% | 减仓 |
| 39 | PG | Procter & Gamble Co/the | -0.1% | -0.61% | 减仓 |
| 40 | JPM | Jpmorgan Chase & Co | -0.1% | -0.24% | 减仓 |
| 41 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -59.62% | 减仓 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.81% | 减仓 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.69% | 加仓 |
| 44 | BA | Boeing Co/the | -0.2% | +1.40% | 加仓 |
| 45 | UPS | United Parcel Service-cl B | -0.2% | -3.31% | 减仓 |
| 46 | EMR | Emerson Electric Co | -0.2% | -2.38% | 减仓 |
| 47 | CVX | Chevron CORP | -0.2% | -0.45% | 减仓 |
| 48 | MRK | Merck & Co. Inc. | -0.4% | -0.24% | 减仓 |
| 49 | INTC | Intel CORP | -0.4% | -71.18% | 减仓 |
| 50 | MSFT | Microsoft CORP | -1.1% | -0.87% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lynch & Associates/in 在 Q3 2024 季度的美股持仓总市值约为 US$5.7亿，共申报了 120 个公开持股仓位。
在 Q3 2024 季度，Lynch & Associates/in 按市值排列的前三大核心持股分别为：MSFT (9.7%)、IVV (4.3%)、IJH (4.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.7% 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
CGDV
市值: US$39.9万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$4787.2万
在 Q3 2024 季度中，Lynch & Associates/in 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 23 个仓位、减仓 24 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CGDV。
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。