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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001427351
申报总市值
US$4.7亿
US$4.7亿
212 檔
13.8%
在 Q3 2024 申报期间，Meridian Investment Counsel Inc.（CIK: 0001427351）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$4.7亿，共持有 212 个公开申报仓位。
在 Q3 2024，Meridian Investment Counsel Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 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，Meridian Investment Counsel Inc. 的前 5 大核心持股（包含 TSM, AAPL, MSFT 等）合计占整体申报市值的 13.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 212 只）
| # | 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.49% | +1.41% | -2.02% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.26% | +0.06% | -8.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.67% | -0.26% | -2.95% | |
| 4 | ADBE | Adobe Inc | 股票-科技 | 3.47% | -0.24% | -0.09% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.47% | -0.44% | +0.01% | |
| 6 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.88% | -0.65% | -1.37% | |
| 7 | FDX | Fedex CORP | 股票-工业 | 1.67% | -0.21% | -0.42% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.66% | +0.02% | -2.45% | |
| 9 | NSC | Norfolk Southern CORP | 股票-工业 | 1.59% | -0.04% | -1.24% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.55% | -0.22% | +17.22% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.48% | -0.03% | — | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.43% | -0.29% | -2.30% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 1.42% | +0.15% | -2.97% | |
| 14 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.41% | — | -0.87% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.32% | -0.09% | -3.74% | |
| 16 | WGO | Winnebago Industries | 股票-其他 | 1.32% | -0.15% | -1.51% | |
| 17 | MET | Metlife Inc | 股票-金融 | 1.32% | — | -4.23% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.24% | — | +16.85% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.22% | -0.08% | -6.72% | |
| 20 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 1.14% | +0.24% | -2.00% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | +0.02% | -3.54% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.11% | -0.12% | +19.61% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.09% | +0.43% | -3.84% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.09% | -0.14% | +1.27% | |
| 25 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.08% | -0.16% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.29% | +18.89% | |
| 27 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.02% | -0.09% | -5.25% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.99% | +0.02% | -0.36% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.87% | -0.02% | — | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.84% | -0.02% | +44.12% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.84% | +0.11% | -2.64% | |
| 32 | MCK | Mckesson CORP | 股票-医疗保健 | 0.81% | -0.09% | — | |
| 33 | DOC | Healthpeak Properties Inc | 股票-房地产 | 0.79% | +0.10% | -4.72% | |
| 34 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 0.78% | -0.14% | EXIT | |
| 35 | XLB | Ss Materials Select Sector | ETF-其他 | 0.78% | -0.09% | -2.51% | |
| 36 | WY | Weyerhaeuser Co | 股票-房地产 | 0.77% | -0.05% | -3.27% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.75% | +0.02% | — | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.74% | -0.49% | -1.65% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.72% | +0.03% | -3.12% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | +0.06% | -7.54% | |
| 41 | GE | General Electric | 股票-工业 | 0.69% | +0.12% | +3.77% | |
| 42 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.69% | -0.14% | +27.37% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.66% | -0.05% | -4.25% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | +0.02% | -5.79% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.15% | +0.92% | |
| 46 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.64% | -0.06% | -2.03% | |
| 47 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.64% | -0.01% | — | |
| 48 | BP | Bp Plc-spons Adr | 股票-能源 | 0.64% | -0.17% | -3.20% | |
| 49 | LHX | L3harris Technologies Inc | 股票-工业 | 0.63% | -0.20% | -3.63% | |
| 50 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.60% | +0.23% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.4% | +17.22% | 加仓 |
| 2 | MDY | State Street Spdr S&p Midcap | +0.3% | +44.12% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +19.61% | 加仓 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +18.89% | 加仓 |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +16.85% | 加仓 |
| 6 | CBRE | Cbre Group Inc - A | +0.2% | -5.25% | 减仓 |
| 7 | MDT | Medtronic plc | +0.2% | +169.50% | 加仓 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +52.53% | 加仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.65% | 减仓 |
| 10 | KMI | Kinder Morgan, Inc. | +0.2% | +27.37% | 加仓 |
| 11 | HD | Home Depot Inc | +0.2% | — | 不变 |
| 12 | VDC | Vanguard Consumer Staple ETF | +0.2% | NEW | 新建仓 |
| 13 | WMT | Walmart Inc | +0.2% | -2.30% | 减仓 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.2% | +66.34% | 加仓 |
| 15 | NSC | Norfolk Southern CORP | +0.1% | -1.24% | 减仓 |
| 16 | TM | Toyota Motor CORP -spon Adr | +0.1% | +96.69% | 加仓 |
| 17 | ORCL | Oracle CORP | +0.1% | -3.74% | 减仓 |
| 18 | KDP | Keurig Dr Pepper Inc | +0.1% | +19.24% | 加仓 |
| 19 | IAU | Ishares Gold Trust | +0.1% | -1.37% | 减仓 |
| 20 | TEL | TE Connectivity plc | +0.1% | NEW | 新建仓 |
| 21 | ABBV | Abbvie Inc | +0.1% | -2.45% | 减仓 |
| 22 | TRV | Travelers Cos Inc/the | +0.1% | -0.87% | 减仓 |
| 23 | MET | Metlife Inc | +0.1% | -4.23% | 减仓 |
| 24 | GE | General Electric | +0.1% | +3.77% | 加仓 |
| 25 | GEV | GE Vernova Inc | +0.1% | +8.82% | 加仓 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | -5.79% | 减仓 |
| 27 | AXON | Axon Enterprise Inc | +0.1% | — | 不变 |
| 28 | FLGB | Franklin Ftse United Kingdom | +0.1% | +18.34% | 加仓 |
| 29 | WY | Weyerhaeuser Co | +0.1% | -3.27% | 减仓 |
| 30 | BTI | British American Tob-sp Adr | +0.1% | -2.03% | 减仓 |
| 31 | CB | Chubb Limited | +0.1% | — | 不变 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | -3.54% | 减仓 |
| 33 | 6D8 | Dupont De Nemours Inc | +0.1% | -0.68% | 减仓 |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | EXIT | 清仓 |
| 35 | SPGI | S&p Global Inc | -0.1% | EXIT | 清仓 |
| 36 | BCSF | Bain Capital Specialty Finan | -0.1% | -53.86% | 减仓 |
| 37 | OHI | Omega Healthcare Investors | -0.1% | EXIT | 清仓 |
| 38 | TEL | TE Connectivity plc | -0.1% | EXIT | 清仓 |
| 39 | MGM | Mgm Resorts International | -0.1% | -2.43% | 减仓 |
| 40 | EWJ | Ishares Msci Japan ETF | -0.2% | -61.59% | 减仓 |
| 41 | BP | Bp Plc-spons Adr | -0.2% | -3.20% | 减仓 |
| 42 | MCK | Mckesson CORP | -0.2% | — | 不变 |
| 43 | INTC | Intel CORP | -0.2% | -5.99% | 减仓 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -2.64% | 减仓 |
| 45 | FDX | Fedex CORP | -0.3% | -0.42% | 减仓 |
| 46 | CVX | Chevron CORP | -0.3% | +0.01% | 加仓 |
| 47 | QCOM | Qualcomm Inc | -0.4% | -2.97% | 减仓 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | -2.02% | 减仓 |
| 49 | ADBE | Adobe Inc | -0.4% | -0.09% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.4% | -2.95% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Meridian Investment Counsel Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$4.7亿，共申报了 212 个公开持股仓位。
在 Q3 2024 季度，Meridian Investment Counsel Inc. 按市值排列的前三大核心持股分别为：TSM (5.5%)、AAPL (4.3%)、MSFT (3.7%)。其中最大持股仓位 TSM 占据整体投资组合约 5.5% 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
VDC
市值: US$53.2万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$42.1万
在 Q3 2024 季度中，Meridian Investment Counsel Inc. 共进行了 46 项持仓异动，包含新建仓 2 个仓位、加仓 15 个仓位、减仓 25 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 VDC。 本季清仓仓位包含 TEL。
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。