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: 0001965334
申报总市值
US$36.7亿
US$36.7亿
402 檔
7.9%
截至 Q3 2024 季度末，Moran Wealth Management, LLC 的美股持仓估值约为 US$36.7亿，全数申报仓位共有 402 档。
Moran Wealth Management, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 12 档持股的同时，亦同步清仓 4 档并减仓 25 档标的。
在资产配置集中度方面，Moran Wealth Management, LLC 的前 5 大核心持股（包含 TT, LMT, PH 等）合计占整体申报市值的 7.9%，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 402 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 | TT | Trane Technologies plc | 股票-工业 | 2.02% | — | -3.55% | |
| 2 | LMT | Lockheed Martin CORP | 股票-工业 | 1.94% | -0.30% | +1.25% | |
| 3 | PH | Parker Hannifin CORP | 股票-工业 | 1.81% | -0.13% | -1.77% | |
| 4 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.57% | — | -1.19% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | — | -0.21% | |
| 6 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.47% | +0.07% | +91.79% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | +0.01% | +876.95% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.05% | -2.64% | |
| 9 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.34% | +0.08% | -2.71% | |
| 10 | GRMN | Garmin Ltd. | 股票-科技 | 1.29% | -0.07% | +64.93% | |
| 11 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.13% | -0.11% | +39.53% | |
| 12 | PHM | Pultegroup Inc | 股票-周期性消费 | 1.13% | -0.01% | -2.38% | |
| 13 | EOG | Eog Resources Inc | 股票-能源 | 1.08% | -0.37% | -4.62% | |
| 14 | LIN | Linde plc | 股票-原材料 | 1.07% | -0.09% | -3.15% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.03% | +0.08% | -3.10% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.98% | -0.07% | +78.50% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | +0.04% | -3.05% | |
| 18 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.94% | — | -0.40% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 0.94% | -0.05% | -2.06% | |
| 20 | CE | Celanese CORP | 股票-原材料 | 0.91% | — | +0.05% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.91% | -0.07% | -26.44% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | — | +0.19% | |
| 23 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.88% | -0.02% | +0.27% | |
| 24 | IT | Gartner Inc | 股票-科技 | 0.86% | — | -0.27% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 0.86% | -0.62% | -1.47% | |
| 26 | MSI | Motorola Solutions Inc | 股票-科技 | 0.84% | -0.12% | -5.86% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 0.82% | +0.15% | -1.50% | |
| 28 | NOC | Northrop Grumman CORP | 股票-工业 | 0.80% | — | +0.59% | |
| 29 | NTAP | Netapp Inc | 股票-科技 | 0.79% | +0.17% | -4.11% | |
| 30 | IRM | Iron Mountain Inc | 股票-房地产 | 0.79% | +0.02% | -4.21% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.09% | +3.32% | |
| 32 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.77% | — | -0.35% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.75% | -0.48% | EXIT | |
| 34 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.75% | -0.03% | -1.03% | |
| 35 | PLD | Prologis Inc | 股票-房地产 | 0.74% | -0.01% | -0.09% | |
| 36 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.72% | -0.03% | +13.09% | |
| 37 | MUSA | Murphy USA Inc | 股票-周期性消费 | 0.72% | -0.03% | -1.63% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.72% | +0.01% | NEW | |
| 39 | CTAS | Cintas CORP | 股票-工业 | 0.71% | -0.04% | +783.54% | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.70% | +0.01% | -2.46% | |
| 41 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.68% | — | +647.53% | |
| 42 | PCAR | Paccar Inc | 股票-工业 | 0.67% | -0.41% | -25.22% | |
| 43 | CAT | Caterpillar Inc | 股票-工业 | 0.66% | +0.11% | -0.20% | |
| 44 | MOH | Molina Healthcare Inc | 股票-医疗保健 | 0.66% | — | -0.45% | |
| 45 | PWR | Quanta Services Inc | 股票-工业 | 0.65% | +0.06% | -4.87% | |
| 46 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.63% | -0.02% | +0.21% | |
| 47 | CHE | Chemed CORP | 股票-医疗保健 | 0.63% | — | +0.19% | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.61% | -0.07% | -0.43% | |
| 49 | HRB | H&r Block Inc | 股票-周期性消费 | 0.61% | — | -1.80% | |
| 50 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.61% | -0.02% | -6.55% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GRMN | Garmin Ltd. | +0.5% | +64.93% | 加仓 |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +78.50% | 加仓 |
| 3 | PGR | Progressive CORP | +0.4% | +225.48% | 加仓 |
| 4 | CTAS | Cintas CORP | +0.4% | +783.54% | 加仓 |
| 5 | BSX | Boston Scientific CORP | +0.4% | +414.35% | 加仓 |
| 6 | SPOT | Spotify Technology S.A. | +0.4% | NEW | 新建仓 |
| 7 | AMP | Ameriprise Financial Inc | +0.3% | +39.53% | 加仓 |
| 8 | LMT | Lockheed Martin CORP | +0.3% | +1.25% | 加仓 |
| 9 | HAS | Hasbro Inc | +0.3% | NEW | 新建仓 |
| 10 | DVA | Davita Inc | +0.3% | +3487.51% | 加仓 |
| 11 | LDOS | Leidos Holdings Inc | +0.3% | NEW | 新建仓 |
| 12 | PH | Parker Hannifin CORP | +0.2% | -1.77% | 减仓 |
| 13 | SSNC | Ss&c Technologies Holdings | +0.2% | +42.74% | 加仓 |
| 14 | EVR | Evercore Inc - A | +0.2% | +36.20% | 加仓 |
| 15 | FICO | Fair Isaac CORP | +0.2% | +38.58% | 加仓 |
| 16 | AXP | American Express Co | +0.2% | NEW | 新建仓 |
| 17 | BBY | Best Buy Co Inc | +0.2% | NEW | 新建仓 |
| 18 | TGT | Target CORP | +0.2% | NEW | 新建仓 |
| 19 | SYY | Sysco CORP | +0.2% | NEW | 新建仓 |
| 20 | PHM | Pultegroup Inc | +0.2% | -2.38% | 减仓 |
| 21 | TT | Trane Technologies plc | +0.1% | -3.55% | 减仓 |
| 22 | IRM | Iron Mountain Inc | +0.1% | -4.21% | 减仓 |
| 23 | HWM | Howmet Aerospace Inc | +0.1% | -1.03% | 减仓 |
| 24 | SNX | TD Synnex CORP | +0.1% | NEW | 新建仓 |
| 25 | PFGC | Performance Food Group Co | +0.1% | NEW | 新建仓 |
| 26 | AFL | Aflac Inc | +0.1% | -1.47% | 减仓 |
| 27 | BX | Blackstone Inc | +0.1% | -2.06% | 减仓 |
| 28 | NOC | Northrop Grumman CORP | +0.1% | +0.59% | 加仓 |
| 29 | CHRD | Chord Energy CORP | -0.2% | -34.47% | 减仓 |
| 30 | BC | Brunswick CORP | -0.2% | -38.26% | 减仓 |
| 31 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | -95.12% | 减仓 |
| 32 | RIO | Rio Tinto Plc-spon Adr | -0.2% | -44.85% | 减仓 |
| 33 | NTES | Netease Inc-adr | -0.2% | -95.38% | 减仓 |
| 34 | WIREEUR | Encore Wire CORP | -0.2% | EXIT | 清仓 |
| 35 | ACN | Accenture plc | -0.2% | EXIT | 清仓 |
| 36 | BP | Bp Plc-spons Adr | -0.3% | -95.51% | 减仓 |
| 37 | CVS | Cvs Health CORP | -0.3% | -77.14% | 减仓 |
| 38 | STLA | Stellantis N.V. | -0.3% | -75.50% | 减仓 |
| 39 | PTC | Ptc Inc | -0.3% | -71.56% | 减仓 |
| 40 | PCAR | Paccar Inc | -0.3% | -25.22% | 减仓 |
| 41 | CDNS | Cadence Design Sys Inc | -0.3% | -2.71% | 减仓 |
| 42 | XOM | Exxon Mobil CORP | -0.3% | -42.09% | 减仓 |
| 43 | LRCXEUR | Lam Research CORP | -0.4% | -67.27% | 减仓 |
| 44 | CDW | Cdw Corp/de | -0.4% | -63.26% | 减仓 |
| 45 | EG | Everest Group, Ltd. | -0.4% | EXIT | 清仓 |
| 46 | AME | Ametek Inc | -0.4% | EXIT | 清仓 |
| 47 | CRM | Salesforce Inc | -0.5% | -70.29% | 减仓 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -1.19% | 减仓 |
| 49 | SNA | Snap-on Inc | -0.5% | -63.62% | 减仓 |
| 50 | MRK | Merck & Co. Inc. | -0.5% | -26.44% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Moran Wealth Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$36.7亿，共申报了 402 个公开持股仓位。
在 Q3 2024 季度，Moran Wealth Management, LLC 按市值排列的前三大核心持股分别为：TT (2.0%)、LMT (1.9%)、PH (1.8%)。其中最大持股仓位 TT 占据整体投资组合约 2.0% 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
SPOT
市值: US$1323.8万
本季最大获利了结 / 清仓标的
EG
前期市值: US$1156.5万
在 Q3 2024 季度中，Moran Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 12 个仓位、减仓 25 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SPOT。 本季清仓仓位包含 EG。
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。