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: 0001272544
申报总市值
US$3.3亿
US$3.3亿
89 檔
24.3%
截至 Q4 2024 季度末，Montgomery Investment Management Inc 的美股持仓估值约为 US$3.3亿，全数申报仓位共有 89 档。
在 Q4 2024，Montgomery Investment Management 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 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，Montgomery Investment Management Inc 的前 5 大核心持股（包含 URI, VSEC, TFC 等）合计占整体申报市值的 24.3%，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 | URI | United Rentals Inc | 股票-工业 | 9.70% | +3.24% | -0.30% | |
| 2 | VSEC | Vse CORP | 股票-工业 | 5.72% | +0.69% | -31.62% | |
| 3 | TFC | Truist Financial CORP | 股票-金融 | 5.67% | -0.20% | -0.43% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.23% | +0.05% | -0.78% | |
| 5 | NVR | Nvr Inc | 股票-周期性消费 | 5.18% | -0.24% | -1.83% | |
| 6 | DE | Deere & Co | 股票-工业 | 4.53% | — | -0.85% | |
| 7 | COP | Conocophillips | 股票-能源 | 3.72% | -1.28% | -0.10% | |
| 8 | LEN | Lennar Corp-a | 股票-周期性消费 | 3.68% | -0.20% | -0.58% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 3.29% | +0.08% | -0.39% | |
| 10 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 3.20% | -0.11% | -1.52% | |
| 11 | FANG | Diamondback Energy Inc | 股票-能源 | 2.85% | -0.63% | -0.45% | |
| 12 | GIS | General Mills Inc | 股票-非周期性消费 | 2.83% | -0.22% | -1.74% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.63% | -0.88% | -0.43% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.28% | +0.08% | -0.47% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.16% | — | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 2.13% | -0.14% | — | |
| 17 | CAT | Caterpillar Inc | 股票-工业 | 2.05% | +1.17% | -7.15% | |
| 18 | CF | Cf Industries Holdings Inc | 股票-原材料 | 1.86% | -0.55% | -5.13% | |
| 19 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.82% | -0.11% | -0.33% | |
| 20 | PSX | Phillips 66 | 股票-能源 | 1.82% | -0.45% | -0.12% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.81% | -0.11% | -0.43% | |
| 22 | LGIH | Lgi Homes Inc | 股票-其他 | 1.72% | +0.15% | -8.01% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.51% | +0.86% | +144.49% | |
| 24 | VLO | Valero Energy CORP | 股票-能源 | 1.44% | -0.16% | — | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 1.09% | +0.05% | — | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | -0.11% | -0.27% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.06% | +0.03% | +9.55% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.92% | -0.13% | -1.50% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.91% | +0.03% | -0.15% | |
| 30 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.86% | — | +0.56% | |
| 31 | SU | Suncor Energy Inc | 股票-能源 | 0.80% | -0.35% | -0.52% | |
| 32 | HPQ | Hp Inc | 股票-科技 | 0.79% | -0.06% | -1.12% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.72% | -0.12% | — | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.70% | -0.14% | — | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.56% | -0.11% | -0.81% | |
| 36 | KNF | Knife River CORP | 股票-原材料 | 0.53% | -0.04% | — | |
| 37 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.50% | -0.04% | -1.78% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | -0.08% | — | |
| 39 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.43% | -0.06% | +0.79% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.41% | -0.09% | — | |
| 41 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.35% | +0.01% | -6.82% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | +0.02% | — | |
| 43 | DAL | Delta Air Lines Inc | 股票-工业 | 0.35% | +0.09% | -1.35% | |
| 44 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.35% | — | — | |
| 45 | CVE | Cenovus Energy Inc | 股票-能源 | 0.34% | -0.06% | +1.61% | |
| 46 | MDU | Mdu Resources Group Inc | 股票-公用事业 | 0.33% | -0.04% | — | |
| 47 | WY | Weyerhaeuser Co | 股票-房地产 | 0.31% | -0.03% | — | |
| 48 | ECG | Everus Construction Group | 股票-工业 | 0.30% | +0.09% | — | |
| 49 | GL | Globe Life Inc | 股票-金融 | 0.27% | +0.04% | — | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.26% | -0.22% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.9% | +144.49% | 加仓 |
| 2 | AAPL | Apple Inc | +0.7% | -0.78% | 减仓 |
| 3 | TFC | Truist Financial CORP | +0.5% | -0.43% | 减仓 |
| 4 | NOW | Servicenow Inc | +0.5% | — | 不变 |
| 5 | BAC | Bank Of America CORP | +0.4% | -0.47% | 减仓 |
| 6 | ECG | Everus Construction Group | +0.3% | NEW | 新建仓 |
| 7 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +9.55% | 加仓 |
| 9 | SYU1 | Synovus Financial CORP | +0.2% | +0.56% | 加仓 |
| 10 | CVX | Chevron CORP | +0.2% | -0.43% | 减仓 |
| 11 | MSFT | Microsoft CORP | +0.1% | — | 不变 |
| 12 | PNC | Pnc Financial Services Group | +0.1% | — | 不变 |
| 13 | KNF | Knife River CORP | +0.1% | — | 不变 |
| 14 | COP | Conocophillips | +0.1% | -0.10% | 减仓 |
| 15 | FANG | Diamondback Energy Inc | +0.1% | -0.45% | 减仓 |
| 16 | PM | Philip Morris International | +0.1% | NEW | 新建仓 |
| 17 | DAL | Delta Air Lines Inc | +0.1% | -1.35% | 减仓 |
| 18 | WMT | Walmart Inc | +0.1% | — | 不变 |
| 19 | SHOP | Shopify Inc - Class A | +0.1% | — | 不变 |
| 20 | CF | Cf Industries Holdings Inc | 0% | -5.13% | 减仓 |
| 21 | CRGY | Crescent Energy Inc-a | 0% | — | 不变 |
| 22 | AVGO | Broadcom Inc | 0% | — | 不变 |
| 23 | MCD | Mcdonald's CORP | 0% | — | 不变 |
| 24 | LOW | Lowe's Cos Inc | — | +0.79% | 加仓 |
| 25 | ODFL | Old Dominion Freight Line | 0% | — | 不变 |
| 26 | VLO | Valero Energy CORP | 0% | — | 不变 |
| 27 | ABBV | Abbvie Inc | 0% | -0.15% | 减仓 |
| 28 | HPQ | Hp Inc | 0% | -1.12% | 减仓 |
| 29 | JNJ | Johnson & Johnson | 0% | -0.27% | 减仓 |
| 30 | WY | Weyerhaeuser Co | 0% | — | 不变 |
| 31 | RYN | Rayonier Inc | 0% | -2.02% | 减仓 |
| 32 | SWN1EUR | Southwestern Energy Co | -0.1% | EXIT | 清仓 |
| 33 | NOV | Nov Inc | -0.1% | EXIT | 清仓 |
| 34 | SLB | Slb LTD | -0.1% | EXIT | 清仓 |
| 35 | CSX | Csx CORP | -0.1% | EXIT | 清仓 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -0.43% | 减仓 |
| 37 | NEE | Nextera Energy Inc | -0.1% | -1.50% | 减仓 |
| 38 | BHP | Bhp Group Ltd-spon Adr | -0.1% | -6.82% | 减仓 |
| 39 | PSX | Phillips 66 | -0.1% | -0.12% | 减仓 |
| 40 | MDU | Mdu Resources Group Inc | -0.1% | — | 不变 |
| 41 | CAT | Caterpillar Inc | -0.1% | -7.15% | 减仓 |
| 42 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清仓 |
| 43 | GIS | General Mills Inc | -0.2% | -1.74% | 减仓 |
| 44 | FCX | Freeport-mcmoran Inc | -0.4% | -0.33% | 减仓 |
| 45 | LGIH | Lgi Homes Inc | -0.6% | -8.01% | 减仓 |
| 46 | URI | United Rentals Inc | -0.6% | -0.30% | 减仓 |
| 47 | NVR | Nvr Inc | -0.7% | -1.83% | 减仓 |
| 48 | LEN-B | Lennar CORP - B Shs | -0.7% | -1.52% | 减仓 |
| 49 | VSEC | Vse CORP | -1% | -31.62% | 减仓 |
| 50 | LEN | Lennar Corp-a | -1% | -0.58% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Montgomery Investment Management Inc 在 Q4 2024 季度的美股持仓总市值约为 US$3.3亿，共申报了 89 个公开持股仓位。
在 Q4 2024 季度，Montgomery Investment Management Inc 按市值排列的前三大核心持股分别为：URI (9.7%)、VSEC (5.7%)、TFC (5.7%)。其中最大持股仓位 URI 占据整体投资组合约 9.7% 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
ECG
市值: US$76.5万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$53.7万
在 Q4 2024 季度中，Montgomery Investment Management Inc 共进行了 37 项持仓异动，包含新建仓 3 个仓位、加仓 4 个仓位、减仓 25 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ECG。 本季清仓仓位包含 ANETEUR。
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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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。