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: 0000938592
申报总市值
US$19.0亿
US$19.0亿
246 檔
23.6%
在 Q4 2024 申报期间，Moody Lynn Lieberson & Walker, LLC（CIK: 0000938592）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$19.0亿，共持有 246 个公开申报仓位。
在 Q4 2024，Moody Lynn Lieberson & Walker, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 22 个仓位并完全清仓 8 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，Moody Lynn Lieberson & Walker, LLC 的前 5 大核心持股（包含 AVGO, NVDA, MSFT 等）合计占整体申报市值的 23.6%，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 246 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 | AVGO | Broadcom Inc | 股票-科技 | 7.23% | +0.52% | -2.51% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.95% | +0.40% | -2.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.96% | -0.39% | -1.23% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.68% | +0.34% | -0.07% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.57% | +0.79% | +3.01% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.04% | +0.83% | -4.70% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.21% | +0.30% | +13.58% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.06% | -0.13% | -0.14% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.93% | -0.03% | +0.27% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.87% | +0.05% | +0.72% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.78% | -1.27% | +1.88% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 2.65% | -0.20% | +8.40% | |
| 13 | WM | Waste Management Inc | 股票-工业 | 2.32% | -0.32% | +4.63% | |
| 14 | NOW | Servicenow Inc | 股票-科技 | 2.13% | -0.52% | EXIT | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 1.95% | -0.59% | +0.92% | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.89% | +0.53% | +15.76% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.70% | +0.09% | -13.92% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.67% | — | +2.47% | |
| 19 | LIN | Linde plc | 股票-原材料 | 1.66% | -0.07% | +0.52% | |
| 20 | ETN | Eaton Corporation plc | 股票-工业 | 1.60% | +0.11% | +0.59% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.60% | -0.07% | +0.82% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.59% | -0.09% | -9.33% | |
| 23 | SYK | Stryker CORP | 股票-医疗保健 | 1.54% | -0.29% | +0.80% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.41% | +0.04% | -12.24% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 1.28% | -0.01% | -0.63% | |
| 26 | GEV | GE Vernova Inc | 股票-工业 | 1.26% | +0.62% | +54.64% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | +0.06% | -0.94% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | +0.04% | +10.64% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.98% | -0.55% | -15.03% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.76% | +0.16% | -1.17% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.23% | -5.04% | |
| 32 | SO | Southern Co/the | 股票-公用事业 | 0.74% | -0.16% | -9.42% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | -0.10% | -16.68% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.36% | -2.00% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | +0.14% | -1.12% | |
| 36 | OWLSX | Old Westbury Lrg Cap Str | 股票-其他 | 0.57% | +0.05% | +2.84% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | -0.06% | +1.69% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.55% | — | +585.79% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | -0.05% | -7.41% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.52% | +0.17% | -1.64% | |
| 41 | ANET | Arista Networks Inc | 股票-科技 | 0.49% | +0.06% | — | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.47% | -0.06% | -1.59% | |
| 43 | HTHIY | Hitachi LTD -adr | 股票-其他 | 0.47% | -0.01% | +2.89% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.45% | +0.41% | -3.97% | |
| 45 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.45% | +0.42% | +97.76% | |
| 46 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.39% | +0.02% | +3.88% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.36% | -0.66% | -3.71% | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 0.35% | -0.04% | EXIT | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.33% | — | +1.48% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.30% | +0.03% | -0.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | -2.51% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.8% | +13.58% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +3.01% | 加仓 |
| 4 | GEV | GE Vernova Inc | +0.6% | +54.64% | 加仓 |
| 5 | MS | Morgan Stanley | +0.5% | +15.76% | 加仓 |
| 6 | NOW | Servicenow Inc | +0.5% | +11.51% | 加仓 |
| 7 | ANET | Arista Networks Inc | +0.5% | NEW | 新建仓 |
| 8 | BMY | Bristol-myers Squibb Co | +0.5% | +585.79% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.4% | -2.32% | 减仓 |
| 10 | NFLX | Netflix Inc | +0.4% | +0.92% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | +0.72% | 加仓 |
| 12 | MA | Mastercard Inc - A | +0.3% | +8.40% | 加仓 |
| 13 | BX | Blackstone Inc | +0.3% | +0.27% | 加仓 |
| 14 | AAPL | Apple Inc | +0.3% | -0.07% | 减仓 |
| 15 | PYPL | Paypal Holdings Inc | +0.2% | NEW | 新建仓 |
| 16 | XYZ | Block Inc | +0.2% | NEW | 新建仓 |
| 17 | V | Visa Inc-class A Shares | +0.2% | +10.64% | 加仓 |
| 18 | FTNT | Fortinet Inc | +0.2% | NEW | 新建仓 |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | 新建仓 |
| 20 | TSLA | Tesla Inc | +0.2% | NEW | 新建仓 |
| 21 | ORCL | Oracle CORP | +0.2% | +133.73% | 加仓 |
| 22 | SAP | Sap Se-sponsored Adr | +0.1% | +50.31% | 加仓 |
| 23 | CCJ | Cameco CORP | -0.1% | EXIT | 清仓 |
| 24 | XOM | Exxon Mobil CORP | -0.1% | -5.04% | 减仓 |
| 25 | JNJ | Johnson & Johnson | -0.2% | -0.94% | 减仓 |
| 26 | CB | Chubb Limited | -0.2% | -83.65% | 减仓 |
| 27 | INTU | Intuit Inc | -0.2% | -70.38% | 减仓 |
| 28 | URA | Global X Uranium ETF | -0.2% | EXIT | 清仓 |
| 29 | SO | Southern Co/the | -0.2% | -9.42% | 减仓 |
| 30 | NRG | Nrg Energy Inc | -0.2% | -87.37% | 减仓 |
| 31 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | EXIT | 清仓 |
| 32 | MCD | Mcdonald's CORP | -0.2% | -16.68% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.2% | -1.23% | 减仓 |
| 34 | ATLKY | Atlas Copco Ab-spons Adr A | -0.2% | EXIT | 清仓 |
| 35 | AEM | Agnico Eagle Mines LTD | -0.2% | -87.80% | 减仓 |
| 36 | FCX | Freeport-mcmoran Inc | -0.2% | EXIT | 清仓 |
| 37 | LIN | Linde plc | -0.2% | +0.52% | 加仓 |
| 38 | NEM | Newmont CORP | -0.3% | EXIT | 清仓 |
| 39 | MDLZ | Mondelez International Inc-a | -0.3% | -36.53% | 减仓 |
| 40 | GDX | Vaneck Gold Miners ETF | -0.3% | -90.61% | 减仓 |
| 41 | LMT | Lockheed Martin CORP | -0.3% | -0.63% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.3% | -15.03% | 减仓 |
| 43 | AMD | Advanced Micro Devices | -0.3% | -64.19% | 减仓 |
| 44 | ANETEUR | Arista Networks Inc | -0.5% | EXIT | 清仓 |
| 45 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | -12.24% | 减仓 |
| 46 | ABBV | Abbvie Inc | -0.5% | -13.92% | 减仓 |
| 47 | FERG | Ferguson Enterprises Inc | -0.5% | -60.52% | 减仓 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.5% | -9.33% | 减仓 |
| 49 | LLY | Eli Lilly & Co | -0.9% | -4.70% | 减仓 |
| 50 | UBER | Uber Technologies Inc | -0.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Moody Lynn Lieberson & Walker, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$19.0亿，共申报了 246 个公开持股仓位。
在 Q4 2024 季度，Moody Lynn Lieberson & Walker, LLC 按市值排列的前三大核心持股分别为：AVGO (7.2%)、NVDA (6.0%)、MSFT (5.0%)。其中最大持股仓位 AVGO 占据整体投资组合约 7.2% 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
ANET
市值: US$805.9万
本季最大获利了结 / 清仓标的
UBER
前期市值: US$1400.1万
在 Q4 2024 季度中，Moody Lynn Lieberson & Walker, LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 14 个仓位、减仓 22 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 UBER。
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。