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
116 檔
20.3%
根据最新整理的 13F 季度数据集，Lynch & Associates/in 于 Q4 2024 结束时的管理资产规模为 US$5.7亿。该机构在本季度申报了 116 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Lynch & Associates/in 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 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，Lynch & Associates/in 的前 5 大核心持股（包含 MSFT, IVV, WMT 等）合计占整体申报市值的 20.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
AVGO
市值: US$25.1万
本季最大获利了结 / 清仓标的
CINF
前期市值: US$76.9万
| # | 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% | -0.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.28% | +0.20% | -4.37% | |
| 3 | WMT | Walmart Inc | 股票-非周期性消费 | 4.07% | -0.65% | -1.82% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.99% | +0.19% | -1.47% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.26% | -0.14% | -0.74% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.98% | +0.10% | -1.20% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.83% | +0.19% | -0.02% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.81% | -3.85% | EXIT | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.81% | -0.13% | -1.53% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.54% | +0.13% | -1.66% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.30% | +0.14% | +0.58% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.10% | -0.39% | +0.47% | |
| 13 | EMR | Emerson Electric Co | 股票-工业 | 2.07% | +0.02% | -3.35% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.96% | — | -2.27% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.92% | +0.83% | +0.07% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.69% | -0.53% | +2.30% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.68% | -0.40% | -0.11% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.62% | +0.05% | +3.02% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.54% | +0.09% | -2.67% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.53% | +0.05% | -0.96% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 1.42% | -0.14% | -1.29% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.40% | -0.20% | -0.01% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.38% | +0.09% | -1.71% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.37% | -0.02% | -0.19% | |
| 25 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.34% | -0.16% | -0.27% | |
| 26 | HON | Honeywell International Inc | 股票-工业 | 1.33% | -1.11% | EXIT | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | +0.10% | +3.17% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.28% | +0.29% | +2.42% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | +0.32% | -0.01% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | -0.04% | +0.15% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.12% | +0.37% | +5.20% | |
| 32 | SYY | Sysco CORP | 股票-非周期性消费 | 1.02% | +0.05% | -1.15% | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.01% | +0.04% | +4.05% | |
| 34 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.00% | -0.13% | -0.40% | |
| 35 | ✓ | 股票-其他 | 0.94% | -0.13% | +5.14% | ||
| 36 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.91% | +0.21% | -0.64% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 0.89% | -0.04% | +0.73% | |
| 38 | FSFG | First Savings Financial Grp | 股票-其他 | 0.88% | — | — | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.84% | -0.02% | +225.22% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.84% | -0.13% | +0.52% | |
| 41 | DFSEUR | Discover Financial Services | 股票-其他 | 0.80% | — | -26.14% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.77% | -0.08% | -1.74% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.73% | -0.07% | -0.70% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.72% | +0.02% | +0.37% | |
| 45 | USB | US Bancorp | 股票-金融 | 0.70% | +0.08% | +2.01% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.69% | — | -9.43% | |
| 47 | DOW | Dow Inc | 股票-原材料 | 0.58% | — | -14.98% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | +0.02% | +9.70% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.52% | -0.04% | +5.04% | |
| 50 | PFE | Pfizer Inc | 股票-医疗保健 | 0.52% | -0.07% | -4.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.5% | -1.82% | 减仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | -1.20% | 减仓 |
| 3 | CSCO | Cisco Systems Inc | +0.2% | +0.07% | 加仓 |
| 4 | EMR | Emerson Electric Co | +0.2% | -3.35% | 减仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.42% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +4.05% | 加仓 |
| 7 | AAPL | Apple Inc | +0.2% | -1.66% | 减仓 |
| 8 | BAC | Bank Of America CORP | +0.2% | -1.71% | 减仓 |
| 9 | V | Visa Inc-class A Shares | +0.1% | +9.70% | 加仓 |
| 10 | HON | Honeywell International Inc | +0.1% | -2.07% | 减仓 |
| 11 | DIS | Walt Disney Co/the | +0.1% | -1.74% | 减仓 |
| 12 | FSFG | First Savings Financial Grp | +0.1% | — | 不变 |
| 13 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -0.64% | 减仓 |
| 14 | AVGO | Broadcom Inc | +0.1% | NEW | 新建仓 |
| 15 | NVDA | Nvidia CORP | +0.1% | +11.54% | 加仓 |
| 16 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.47% | 减仓 |
| 17 | ADP | Automatic Data Processing | 0% | NEW | 新建仓 |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | -4.37% | 减仓 |
| 19 | MSFT | Microsoft CORP | — | -0.56% | 减仓 |
| 20 | TXN | Texas Instruments Inc | 0% | +5.20% | 加仓 |
| 21 | PG | Procter & Gamble Co/the | 0% | -0.74% | 减仓 |
| 22 | MCD | Mcdonald's CORP | 0% | +0.47% | 加仓 |
| 23 | DUK | Duke Energy CORP | 0% | -0.70% | 减仓 |
| 24 | FHLC | Fidelity Msci Health Care | 0% | +0.87% | 加仓 |
| 25 | SHW | Sherwin-williams Co/the | 0% | +0.44% | 加仓 |
| 26 | VZ | Verizon Communications Inc | 0% | -2.84% | 减仓 |
| 27 | DFUS | Dimensional US Eq Mkt ETF | 0% | EXIT | 清仓 |
| 28 | PFE | Pfizer Inc | -0.1% | -4.07% | 减仓 |
| 29 | DFSEUR | Discover Financial Services | -0.1% | -26.14% | 减仓 |
| 30 | AFBI | Affinity Bancshares Inc | -0.1% | EXIT | 清仓 |
| 31 | GIS | General Mills Inc | -0.1% | -2.93% | 减仓 |
| 32 | TTEN | Totalenergies Se -spon Adr | -0.1% | -2.77% | 减仓 |
| 33 | AMGN | Amgen Inc | -0.1% | -3.21% | 减仓 |
| 34 | CI | THE Cigna Group | -0.1% | -3.53% | 减仓 |
| 35 | ADBE | Adobe Inc | -0.1% | -21.88% | 减仓 |
| 36 | CL | Colgate-palmolive Co | -0.1% | -2.92% | 减仓 |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -0.27% | 减仓 |
| 38 | ✓ | -0.1% | +5.14% | 加仓 | |
| 39 | UPS | United Parcel Service-cl B | -0.1% | -0.96% | 减仓 |
| 40 | IP | International Paper Co | -0.1% | EXIT | 清仓 |
| 41 | LLY | Eli Lilly & Co | -0.2% | -0.01% | 减仓 |
| 42 | CVS | Cvs Health CORP | -0.2% | -23.51% | 减仓 |
| 43 | CINF | Cincinnati Financial CORP | -0.2% | EXIT | 清仓 |
| 44 | KO | Coca-cola Co/the | -0.2% | -0.19% | 减仓 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -1.33% | 减仓 |
| 46 | ABBV | Abbvie Inc | -0.2% | -0.02% | 减仓 |
| 47 | MRK | Merck & Co. Inc. | -0.3% | -2.27% | 减仓 |
| 48 | LMT | Lockheed Martin CORP | -0.3% | -0.11% | 减仓 |
| 49 | JNJ | Johnson & Johnson | -0.3% | -1.53% | 减仓 |
| 50 | DOW | Dow Inc | -0.3% | -14.98% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lynch & Associates/in 在 Q4 2024 季度的美股持仓总市值约为 US$5.7亿，共申报了 116 个公开持股仓位。
在 Q4 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%)、WMT (4.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.7% 的权重。
在 Q4 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 10 个仓位、减仓 33 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 AVGO。 本季清仓仓位包含 CINF。
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。
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。
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。