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
84 檔
12.1%
在 Q4 2024 申报期间，Monte Financial Group, LLC（CIK: 0001755651）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$3.1亿，共持有 84 个公开申报仓位。
Monte Financial Group, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 19 档持股的同时，亦同步清仓 3 档并减仓 21 档标的。
在资产配置集中度方面，Monte Financial Group, LLC 的前 5 大核心持股（包含 WFC, CMCSA, TGT 等）合计占整体申报市值的 12.1%，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 | WFC | Wells Fargo & Co | 股票-金融 | 3.71% | +0.01% | -2.78% | |
| 2 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 3.34% | -0.12% | +0.33% | |
| 3 | TGT | Target CORP | 股票-周期性消费 | 3.15% | -0.11% | EXIT | |
| 4 | HD | Home Depot Inc | 股票-周期性消费 | 3.05% | +0.44% | -1.44% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 2.89% | -0.04% | -0.89% | |
| 6 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.89% | +0.58% | -0.29% | |
| 7 | GLW | Corning Inc | 股票-科技 | 2.84% | -0.12% | -1.47% | |
| 8 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.75% | -2.23% | +17.56% | |
| 9 | TXN | Texas Instruments Inc | 股票-科技 | 2.66% | +0.46% | +1.76% | |
| 10 | GRMN | Garmin Ltd. | 股票-科技 | 2.49% | +0.31% | -10.23% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.49% | -0.39% | +0.31% | |
| 12 | DELL | Dell Technologies -c | 股票-科技 | 2.46% | -0.79% | +0.02% | |
| 13 | MTB | M & T Bank CORP | 股票-金融 | 2.43% | +0.17% | -1.32% | |
| 14 | EOG | Eog Resources Inc | 股票-能源 | 2.39% | -0.14% | +1.13% | |
| 15 | RF | Regions Financial CORP | 股票-金融 | 2.38% | +0.19% | -3.70% | |
| 16 | PFE | Pfizer Inc | 股票-医疗保健 | 2.37% | -0.98% | +6.59% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.33% | -0.02% | +13.73% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 2.32% | +0.10% | -12.46% | |
| 19 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.29% | -0.10% | -0.84% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.24% | -0.15% | +0.90% | |
| 21 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 2.24% | -0.12% | +40.96% | |
| 22 | CPB | THE Campbell's Company | 股票-非周期性消费 | 2.23% | -1.39% | EXIT | |
| 23 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.20% | -0.06% | +3.56% | |
| 24 | SWK | Stanley Black & Decker Inc | 股票-工业 | 2.16% | +0.42% | +3.37% | |
| 25 | OMC | Omnicom Group | 股票-通信服务 | 2.15% | -2.02% | EXIT | |
| 26 | CME | Cme Group Inc | 股票-金融 | 2.15% | -0.34% | +1.73% | |
| 27 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.12% | — | +41.29% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 2.12% | +0.52% | +1.46% | |
| 29 | WSO | Watsco Inc | 股票-工业 | 2.02% | -0.28% | -10.81% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 1.55% | -0.04% | — | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | +0.22% | -2.54% | |
| 32 | PPG | Ppg Industries Inc | 股票-原材料 | 1.42% | -0.10% | +1.58% | |
| 33 | AAPL | Apple Inc | 股票-科技 | 1.16% | +0.09% | -2.09% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.95% | +0.10% | -0.39% | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 0.93% | — | -56.81% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | +0.06% | — | |
| 37 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.78% | -0.45% | EXIT | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.07% | -1.65% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.72% | +0.02% | -5.06% | |
| 40 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.64% | — | — | |
| 41 | SO | Southern Co/the | 股票-公用事业 | 0.64% | -0.07% | — | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | -0.04% | -1.78% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.61% | -0.01% | -0.72% | |
| 44 | GNRC | Generac Holdings Inc | 股票-工业 | 0.60% | — | -1.85% | |
| 45 | PH | Parker Hannifin CORP | 股票-工业 | 0.59% | -0.03% | -1.90% | |
| 46 | MCO | Moody's CORP | 股票-金融 | 0.59% | — | -1.13% | |
| 47 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.57% | — | +1.42% | |
| 48 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.56% | — | +2.55% | |
| 49 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.56% | -0.06% | -2.63% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.55% | -0.05% | -1.59% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +1.6% | NEW | 新建仓 |
| 2 | WFC | Wells Fargo & Co | +0.7% | -2.78% | 减仓 |
| 3 | KMB | Kimberly-clark CORP | +0.5% | +41.29% | 加仓 |
| 4 | NVS | Novartis Ag-sponsored Adr | +0.4% | +40.96% | 加仓 |
| 5 | CSCO | Cisco Systems Inc | +0.4% | -0.89% | 减仓 |
| 6 | LULU | Lululemon Athletica Inc | +0.2% | -2.52% | 减仓 |
| 7 | ADP | Automatic Data Processing | +0.2% | +1.46% | 加仓 |
| 8 | CME | Cme Group Inc | +0.2% | +1.73% | 加仓 |
| 9 | GRMN | Garmin Ltd. | +0.2% | -10.23% | 减仓 |
| 10 | GLW | Corning Inc | +0.2% | -1.47% | 减仓 |
| 11 | HSY | Hershey Co/the | +0.2% | +17.56% | 加仓 |
| 12 | MTB | M & T Bank CORP | +0.2% | -1.32% | 减仓 |
| 13 | DECK | Deckers Outdoor CORP | +0.1% | -2.63% | 减仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不变 |
| 15 | V | Visa Inc-class A Shares | +0.1% | -1.65% | 减仓 |
| 16 | BA | Boeing Co/the | +0.1% | NEW | 新建仓 |
| 17 | FNCL | Fidelity Msci Financial Indx | +0.1% | NEW | 新建仓 |
| 18 | BRO | Brown & Brown Inc | +0.1% | +26.39% | 加仓 |
| 19 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | NEW | 新建仓 |
| 20 | TSLA | Tesla Inc | +0.1% | -5.10% | 减仓 |
| 21 | ULTA | Ulta Beauty Inc | +0.1% | +1.42% | 加仓 |
| 22 | WST | West Pharmaceutical Services | +0.1% | +2.55% | 加仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.15% | 减仓 |
| 24 | DELL | Dell Technologies -c | 0% | +0.02% | 加仓 |
| 25 | RF | Regions Financial CORP | — | -3.70% | 减仓 |
| 26 | HIG | Hartford Insurance Group Inc | 0% | +3.56% | 加仓 |
| 27 | APD | Air Products & Chemicals Inc | 0% | -0.84% | 减仓 |
| 28 | MSFT | Microsoft CORP | 0% | -2.54% | 减仓 |
| 29 | SO | Southern Co/the | 0% | — | 不变 |
| 30 | AVY | Avery Dennison CORP | -0.1% | +2.71% | 加仓 |
| 31 | LIN | Linde plc | -0.1% | -0.45% | 减仓 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | +2.58% | 加仓 |
| 33 | HD | Home Depot Inc | -0.1% | -1.44% | 减仓 |
| 34 | PPG | Ppg Industries Inc | -0.1% | +1.58% | 加仓 |
| 35 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | — | 不变 |
| 36 | DOV | Dover CORP | -0.1% | EXIT | 清仓 |
| 37 | VUG | Vanguard Growth ETF | -0.1% | EXIT | 清仓 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -0.39% | 减仓 |
| 39 | TXN | Texas Instruments Inc | -0.1% | +1.76% | 加仓 |
| 40 | TGT | Target CORP | -0.1% | +6.83% | 加仓 |
| 41 | CPB | THE Campbell's Company | -0.2% | +5.56% | 加仓 |
| 42 | JNJ | Johnson & Johnson | -0.2% | +0.90% | 加仓 |
| 43 | CMCSA | Comcast Corp-class A | -0.3% | +0.33% | 加仓 |
| 44 | WSO | Watsco Inc | -0.3% | -10.81% | 减仓 |
| 45 | RTX | Rtx CORP | -0.4% | -12.46% | 减仓 |
| 46 | OMC | Omnicom Group | -0.4% | -1.10% | 减仓 |
| 47 | TEL | TE Connectivity plc | -0.6% | EXIT | 清仓 |
| 48 | SWK | Stanley Black & Decker Inc | -0.6% | +3.37% | 加仓 |
| 49 | ETN | Eaton Corporation plc | -1.2% | -56.81% | 减仓 |
| 50 | IP | International Paper Co | -1.7% | -95.80% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Monte Financial Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.1亿，共申报了 84 个公开持股仓位。
在 Q4 2024 季度，Monte Financial Group, LLC 按市值排列的前三大核心持股分别为：WFC (3.7%)、CMCSA (3.3%)、TGT (3.1%)。其中最大持股仓位 WFC 占据整体投资组合约 3.7% 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
UPS
市值: US$363.2万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$136.5万
在 Q4 2024 季度中，Monte Financial Group, LLC 共进行了 47 项持仓异动，包含新建仓 4 个仓位、加仓 19 个仓位、减仓 21 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UPS。 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。
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