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: 0001632105
申报总市值
US$8.1亿
US$8.1亿
269 檔
15.0%
在 Q3 2024 申报期间，Mitchell Mcleod Pugh & Williams Inc（CIK: 0001632105）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$8.1亿，共持有 269 个公开申报仓位。
在 Q3 2024，Mitchell Mcleod Pugh & Williams Inc 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 31 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Mitchell Mcleod Pugh & Williams Inc 的前 5 大核心持股（包含 AAPL, VOO, VUG 等）合计占整体申报市值的 15.0%，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 269 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 | AAPL | Apple Inc | 股票-科技 | 7.08% | -0.08% | -2.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.11% | -0.31% | +8.35% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 5.24% | +0.14% | +5.31% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 3.68% | +0.07% | +10.12% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.45% | +0.01% | +10.66% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.25% | +0.63% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.07% | +0.05% | +1.27% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.83% | -0.21% | +1.00% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.66% | -0.28% | +11.41% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.10% | -0.80% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.38% | +0.07% | +1.62% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.36% | -0.02% | +13.09% | |
| 13 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 1.33% | -0.01% | -3.10% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.29% | -0.03% | +0.07% | |
| 15 | SO | Southern Co/the | 股票-公用事业 | 1.23% | -0.11% | -0.18% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.18% | +0.26% | -2.88% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | +0.22% | -1.09% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.10% | +0.07% | +884.70% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.10% | -0.09% | +6.29% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.06% | +0.08% | +0.27% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.01% | -0.23% | -0.11% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | -0.11% | +0.01% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -0.30% | +0.36% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | -0.03% | -0.99% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | +0.01% | +6.47% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.84% | +0.31% | -0.44% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 0.82% | -0.07% | +0.13% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.19% | -0.73% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.71% | -0.04% | +0.79% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.66% | +0.07% | +0.17% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.66% | -0.03% | -1.04% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | -0.02% | +0.09% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | -0.05% | -0.15% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.61% | -0.14% | +16.75% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.59% | — | -0.08% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | +0.04% | -10.37% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.57% | +0.46% | -1.14% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.55% | -0.07% | +11.62% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.55% | -0.02% | +1.58% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | -0.10% | +2.00% | |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.52% | -0.05% | +4.88% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | — | +0.01% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.49% | -0.04% | -2.48% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | -0.02% | +5.14% | |
| 45 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.49% | -0.05% | +4.14% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | +0.02% | +1.39% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | -0.05% | +4.20% | |
| 48 | AFL | Aflac Inc | 股票-金融 | 0.42% | -0.03% | -0.25% | |
| 49 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.42% | -0.04% | +0.54% | |
| 50 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 0.42% | +0.27% | +93.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +0.3% | +10.66% | 加仓 |
| 2 | VTV | Vanguard Value ETF | +0.3% | +10.12% | 加仓 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +8.35% | 加仓 |
| 4 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | +93.44% | 加仓 |
| 5 | VB | Vanguard Small-cap ETF | +0.2% | +13.09% | 加仓 |
| 6 | SFBS | Servisfirst Bancshares Inc | +0.2% | -3.10% | 减仓 |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +11.41% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.1% | +0.79% | 加仓 |
| 9 | HD | Home Depot Inc | +0.1% | +0.07% | 加仓 |
| 10 | WMT | Walmart Inc | +0.1% | -0.11% | 减仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.00% | 加仓 |
| 12 | SO | Southern Co/the | +0.1% | -0.18% | 减仓 |
| 13 | BIV | Vanguard Intermediate-term B | +0.1% | +16.75% | 加仓 |
| 14 | GLD | Spdr Gold Shares | +0.1% | +27.20% | 加仓 |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +0.27% | 加仓 |
| 16 | CAT | Caterpillar Inc | +0.1% | -0.44% | 减仓 |
| 17 | VXUS | Vanguard Total Intl Stock | +0.1% | +22.59% | 加仓 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -0.21% | 减仓 |
| 19 | O | Realty Income CORP | +0.1% | +43.95% | 加仓 |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.29% | 加仓 |
| 21 | VNQ | Vanguard Real Estate ETF | +0.1% | +5.14% | 加仓 |
| 22 | AFL | Aflac Inc | +0.1% | -0.25% | 减仓 |
| 23 | LOW | Lowe's Cos Inc | +0.1% | +0.54% | 加仓 |
| 24 | VTEI | Vanguard Int Tax-exempt Bond | +0.1% | +118.80% | 加仓 |
| 25 | HPE | Hewlett Packard Enterprise | +0.1% | +59.14% | 加仓 |
| 26 | AXP | American Express Co | 0% | -1.04% | 减仓 |
| 27 | ABBV | Abbvie Inc | 0% | +0.17% | 加仓 |
| 28 | RTX | Rtx CORP | 0% | +0.10% | 加仓 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.47% | 加仓 |
| 30 | ADP | Automatic Data Processing | 0% | +0.01% | 加仓 |
| 31 | META | Meta Platforms Inc-class A | 0% | +4.20% | 加仓 |
| 32 | ORCL | Oracle CORP | 0% | — | 不变 |
| 33 | NEE | Nextera Energy Inc | 0% | -0.53% | 减仓 |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +11.62% | 加仓 |
| 35 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | +4.88% | 加仓 |
| 36 | JNJ | Johnson & Johnson | 0% | +0.01% | 加仓 |
| 37 | AVGO | Broadcom Inc | 0% | +884.70% | 加仓 |
| 38 | VUG | Vanguard Growth ETF | -0.1% | +5.31% | 加仓 |
| 39 | IEMG | Ishares Core Msci Emerging | -0.1% | EXIT | 清仓 |
| 40 | AAPL | Apple Inc | -0.1% | -2.19% | 减仓 |
| 41 | CCI | Crown Castle Inc | -0.1% | EXIT | 清仓 |
| 42 | CSCO | Cisco Systems Inc | -0.1% | -23.89% | 减仓 |
| 43 | QCOM | Qualcomm Inc | -0.1% | -0.65% | 减仓 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -10.37% | 减仓 |
| 45 | GOOG | Alphabet Inc-cl C | -0.1% | -0.08% | 减仓 |
| 46 | ADBE | Adobe Inc | -0.1% | +0.13% | 加仓 |
| 47 | AMAT | Applied Materials Inc | -0.2% | -1.14% | 减仓 |
| 48 | LLY | Eli Lilly & Co | -0.2% | -2.88% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.09% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.4% | +0.63% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mitchell Mcleod Pugh & Williams Inc 在 Q3 2024 季度的美股持仓总市值约为 US$8.1亿，共申报了 269 个公开持股仓位。
在 Q3 2024 季度，Mitchell Mcleod Pugh & Williams Inc 按市值排列的前三大核心持股分别为：AAPL (7.1%)、VOO (6.1%)、VUG (5.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.1% 的权重。
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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。
本季最大获利了结 / 清仓标的
CCI
前期市值: US$32.6万
在 Q3 2024 季度中，Mitchell Mcleod Pugh & Williams Inc 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 31 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 CCI。
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。
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