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: 0001755651
申报总市值
US$3.1亿
US$3.1亿
81 檔
11.2%
Monte Financial Group, LLC 在 Q2 2024 季度的美股仓位总计估值为 US$3.1亿，分散于 81 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2024 期间，Monte Financial Group, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Monte Financial Group, LLC 的前 5 大核心持股（包含 CMCSA, WFC, RTX 等）合计占整体申报市值的 11.2%，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 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 3.52% | -0.12% | +7.41% | |
| 2 | WFC | Wells Fargo & Co | 股票-金融 | 3.27% | +0.01% | -11.30% | |
| 3 | RTX | Rtx CORP | 股票-工业 | 3.02% | +0.10% | -2.31% | |
| 4 | TXN | Texas Instruments Inc | 股票-科技 | 2.82% | +0.46% | -1.71% | |
| 5 | HD | Home Depot Inc | 股票-周期性消费 | 2.79% | +0.44% | -0.34% | |
| 6 | GRMN | Garmin Ltd. | 股票-科技 | 2.77% | +0.31% | -2.50% | |
| 7 | GLW | Corning Inc | 股票-科技 | 2.74% | -0.12% | -1.88% | |
| 8 | TGT | Target CORP | 股票-周期性消费 | 2.72% | -0.11% | EXIT | |
| 9 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.61% | -2.23% | +3.10% | |
| 10 | DELL | Dell Technologies -c | 股票-科技 | 2.60% | -0.79% | -25.94% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.58% | -0.02% | -0.18% | |
| 12 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.53% | +0.58% | +2.83% | |
| 13 | PFE | Pfizer Inc | 股票-医疗保健 | 2.49% | -0.98% | +6.96% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.46% | -0.39% | -10.41% | |
| 15 | CPB | THE Campbell's Company | 股票-非周期性消费 | 2.37% | -1.39% | EXIT | |
| 16 | EOG | Eog Resources Inc | 股票-能源 | 2.33% | -0.14% | -3.46% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.32% | -0.15% | +18.96% | |
| 18 | WSO | Watsco Inc | 股票-工业 | 2.30% | -0.28% | -0.97% | |
| 19 | OMC | Omnicom Group | 股票-通信服务 | 2.30% | -2.02% | EXIT | |
| 20 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.28% | -0.06% | -11.69% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 2.21% | -0.04% | +4.37% | |
| 22 | RF | Regions Financial CORP | 股票-金融 | 2.19% | +0.19% | +3.82% | |
| 23 | SWK | Stanley Black & Decker Inc | 股票-工业 | 2.18% | +0.42% | +7.39% | |
| 24 | ETN | Eaton Corporation plc | 股票-工业 | 2.14% | — | -1.48% | |
| 25 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.09% | -0.10% | +2.69% | |
| 26 | TROW | T Rowe Price Group Inc | 股票-金融 | 2.07% | — | +1.45% | |
| 27 | MTB | M & T Bank CORP | 股票-金融 | 2.05% | +0.17% | -2.52% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.79% | -0.12% | — | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 1.73% | +0.52% | +1.49% | |
| 30 | IP | International Paper Co | 股票-周期性消费 | 1.71% | — | -40.12% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | +0.22% | -7.21% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.62% | — | — | |
| 33 | CME | Cme Group Inc | 股票-金融 | 1.53% | -0.34% | +0.07% | |
| 34 | PPG | Ppg Industries Inc | 股票-原材料 | 1.48% | -0.10% | -2.03% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.09% | +0.10% | +1.69% | |
| 36 | AAPL | Apple Inc | 股票-科技 | 1.06% | +0.09% | -0.70% | |
| 37 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.85% | — | +26.80% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.06% | — | |
| 39 | AXP | American Express Co | 股票-金融 | 0.72% | +0.02% | -0.71% | |
| 40 | APH | Amphenol Corp-cl A | 股票-科技 | 0.68% | -0.05% | +96.53% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | -0.04% | +745.66% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | +0.07% | -0.40% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.62% | -0.07% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | -0.06% | -0.66% | |
| 45 | KLAC | Kla CORP | 股票-科技 | 0.60% | -0.22% | -1.72% | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.58% | -0.01% | +1.61% | |
| 47 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.58% | -0.06% | -1.82% | |
| 48 | PH | Parker Hannifin CORP | 股票-工业 | 0.56% | -0.03% | -0.24% | |
| 49 | TEL | TE Connectivity plc | 股票-科技 | 0.56% | — | -0.57% | |
| 50 | MCO | Moody's CORP | 股票-金融 | 0.54% | — | -0.03% |
根据 SEC 官方 Form 13F 申报备案，Monte Financial Group, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$3.1亿，共申报了 81 个公开持股仓位。
在 Q2 2024 季度，Monte Financial Group, LLC 按市值排列的前三大核心持股分别为：CMCSA (3.5%)、WFC (3.3%)、RTX (3.0%)。其中最大持股仓位 CMCSA 占据整体投资组合约 3.5% 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。
在 Q2 2024 季度中，Monte Financial Group, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。