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: 0000938759
申报总市值
US$4.4亿
US$4.4亿
114 檔
17.4%
Q4 2024 季度申报显示，Monarch Capital Management Inc 披露的美股组合总市值为 US$4.4亿，涵盖 114 个不同之权益投资仓位。
在 Q4 2024，Monarch Capital Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 57 个仓位并完全清仓 5 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，Monarch Capital Management Inc 的前 5 大核心持股（包含 MSFT, AAPL, WMT 等）合计占整体申报市值的 17.4%，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
CRM
市值: US$21.8万
本季最大获利了结 / 清仓标的
SOLV
前期市值: US$29.3万
| # | 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 | 5.82% | +1.52% | -0.06% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.52% | +0.45% | +0.39% | |
| 3 | WMT | Walmart Inc | 股票-非周期性消费 | 3.61% | -0.25% | -3.45% | |
| 4 | HD | Home Depot Inc | 股票-周期性消费 | 3.59% | -0.51% | -0.23% | |
| 5 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.20% | +0.37% | +0.51% | |
| 6 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.15% | -0.32% | -0.26% | |
| 7 | LKFN | Lakeland Financial CORP | 股票-其他 | 2.92% | -0.15% | -1.67% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.91% | +0.29% | -2.65% | |
| 9 | FELE | Franklin Electric Co Inc | 股票-工业 | 2.65% | -0.28% | -2.68% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.58% | +0.07% | -0.74% | |
| 11 | KR | Kroger Co | 股票-非周期性消费 | 2.43% | +0.16% | -0.85% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.39% | +0.09% | +1.33% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 2.32% | -0.35% | -0.16% | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 2.14% | +0.11% | -4.23% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.14% | -0.02% | +0.24% | |
| 16 | PWR | Quanta Services Inc | 股票-工业 | 2.08% | -0.33% | -4.24% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.99% | -0.10% | -0.88% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.78% | +0.02% | -0.36% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.76% | -0.02% | -5.58% | |
| 20 | AFL | Aflac Inc | 股票-金融 | 1.75% | -0.09% | -0.22% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.74% | +0.09% | +0.02% | |
| 22 | USB | US Bancorp | 股票-金融 | 1.74% | -0.08% | -0.29% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.70% | +0.25% | -0.11% | |
| 24 | FISV | Fiserv Inc | 股票-其他 | 1.68% | +0.01% | -1.54% | |
| 25 | SYK | Stryker CORP | 股票-医疗保健 | 1.58% | -0.11% | -1.82% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.50% | -1.42% | EXIT | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 1.39% | +0.09% | -1.32% | |
| 28 | SYY | Sysco CORP | 股票-非周期性消费 | 1.26% | -0.09% | -0.66% | |
| 29 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.19% | +0.21% | -1.75% | |
| 30 | MMM | 3m Co | 股票-工业 | 1.15% | — | -0.66% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.15% | -0.13% | — | |
| 32 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.13% | -0.17% | -0.95% | |
| 33 | FFIV | F5 Inc | 股票-科技 | 1.10% | — | -2.25% | |
| 34 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.01% | +0.04% | +6.08% | |
| 35 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 1.00% | +0.02% | -0.29% | |
| 36 | STLD | Steel Dynamics Inc | 股票-原材料 | 0.97% | -0.09% | -0.25% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工业 | 0.94% | -0.13% | +4.36% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.93% | -0.08% | +4.86% | |
| 39 | PFE | Pfizer Inc | 股票-医疗保健 | 0.84% | +0.11% | +7.60% | |
| 40 | FLS | Flowserve CORP | 股票-工业 | 0.78% | -0.02% | -5.94% | |
| 41 | CARR | Carrier Global CORP | 股票-工业 | 0.72% | -0.15% | -1.60% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.72% | -0.02% | -0.42% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.01% | -0.16% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.67% | -0.01% | -0.36% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | +0.03% | +0.39% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | -0.06% | +1.66% | |
| 47 | 35Y | Corecard CORP | 股票-其他 | 0.61% | — | +2.00% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.11% | -0.97% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.53% | -0.01% | +0.99% | |
| 50 | TGT | Target CORP | 股票-周期性消费 | 0.53% | +0.05% | +1.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +0.39% | 加仓 |
| 2 | WMT | Walmart Inc | +0.3% | -3.45% | 减仓 |
| 3 | CSCO | Cisco Systems Inc | +0.3% | -0.16% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -0.88% | 减仓 |
| 5 | 35Y | Corecard CORP | +0.2% | +2.00% | 加仓 |
| 6 | FISV | Fiserv Inc | +0.2% | -1.54% | 减仓 |
| 7 | EMR | Emerson Electric Co | +0.2% | -4.23% | 减仓 |
| 8 | KR | Kroger Co | +0.2% | -0.85% | 减仓 |
| 9 | DG | Dollar General CORP | +0.2% | +183.34% | 加仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -5.58% | 减仓 |
| 11 | LKFN | Lakeland Financial CORP | +0.2% | -1.67% | 减仓 |
| 12 | FFIV | F5 Inc | +0.1% | -2.25% | 减仓 |
| 13 | ADP | Automatic Data Processing | +0.1% | -2.65% | 减仓 |
| 14 | DIS | Walt Disney Co/the | +0.1% | +0.39% | 加仓 |
| 15 | GILD | Gilead Sciences Inc | +0.1% | -1.75% | 减仓 |
| 16 | USB | US Bancorp | +0.1% | -0.29% | 减仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.66% | 加仓 |
| 18 | CINF | Cincinnati Financial CORP | +0.1% | -0.95% | 减仓 |
| 19 | PWR | Quanta Services Inc | +0.1% | -4.24% | 减仓 |
| 20 | CRM | Salesforce Inc | +0.1% | NEW | 新建仓 |
| 21 | REGN | Regeneron Pharmaceuticals | +0.1% | +105.98% | 加仓 |
| 22 | GEV | GE Vernova Inc | +0.1% | -3.04% | 减仓 |
| 23 | FLS | Flowserve CORP | +0.1% | -5.94% | 减仓 |
| 24 | BMY | Bristol-myers Squibb Co | 0% | -0.20% | 减仓 |
| 25 | OKE | Oneok Inc | 0% | -1.94% | 减仓 |
| 26 | APD | Air Products & Chemicals Inc | 0% | +4.86% | 加仓 |
| 27 | WFC | Wells Fargo & Co | 0% | — | 不变 |
| 28 | PLXS | Plexus CORP | 0% | -2.33% | 减仓 |
| 29 | V | Visa Inc-class A Shares | 0% | — | 不变 |
| 30 | CPRT | Copart Inc | 0% | — | 不变 |
| 31 | NTRS | Northern Trust CORP | 0% | -3.92% | 减仓 |
| 32 | AMZN | Amazon.com Inc | 0% | +0.11% | 加仓 |
| 33 | ABT | Abbott Laboratories | 0% | +0.02% | 加仓 |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 35 | ACN | Accenture plc | 0% | -0.11% | 减仓 |
| 36 | COP | Conocophillips | 0% | +22.03% | 加仓 |
| 37 | VTWO | Vanguard Russell 2000 ETF | 0% | +14.39% | 加仓 |
| 38 | LLY | Eli Lilly & Co | 0% | +17.73% | 加仓 |
| 39 | J | Jacobs Solutions Inc | 0% | +0.32% | 加仓 |
| 40 | IWP | Ishares Russell Mid-cap Grow | 0% | — | 不变 |
| 41 | PNC | Pnc Financial Services Group | 0% | — | 不变 |
| 42 | GWW | Ww Grainger Inc | 0% | -2.69% | 减仓 |
| 43 | MO | Altria Group Inc | 0% | — | 不变 |
| 44 | DE | Deere & Co | 0% | — | 不变 |
| 45 | VTIP | Vanguard Short-term Tips | — | -0.42% | 减仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | — | -0.16% | 减仓 |
| 47 | PFE | Pfizer Inc | — | +7.60% | 加仓 |
| 48 | T | At&t Inc | — | -10.83% | 减仓 |
| 49 | PPL | Ppl CORP | — | — | 不变 |
| 50 | MDLZ | Mondelez International Inc-a | — | +9.45% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Monarch Capital Management Inc 在 Q4 2024 季度的美股持仓总市值约为 US$4.4亿，共申报了 114 个公开持股仓位。
在 Q4 2024 季度，Monarch Capital Management Inc 按市值排列的前三大核心持股分别为：MSFT (5.8%)、AAPL (4.5%)、WMT (3.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.8% 的权重。
在 Q4 2024 季度中，Monarch Capital Management Inc 共进行了 94 项持仓异动，包含新建仓 1 个仓位、加仓 31 个仓位、减仓 57 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 CRM。 本季清仓仓位包含 SOLV。
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。