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: 0001067324
申报总市值
US$6.4亿
US$6.4亿
142 檔
52.4%
根据最新整理的 13F 季度数据集，Mountain Pacific Investment Advisers LLC 于 Q3 2024 结束时的管理资产规模为 US$6.4亿。该机构在本季度申报了 142 档美股持仓，呈现出该时期的主要投资地图。
Mountain Pacific Investment Advisers LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 53 档持股的同时，亦同步清仓 1 档并减仓 53 档标的。
在资产配置集中度方面，Mountain Pacific Investment Advisers LLC 的前 5 大核心持股（包含 FISV, APH, AME 等）合计占整体申报市值的 52.4%，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 | FISV | Fiserv Inc | 股票-其他 | 5.66% | -0.59% | +0.61% | |
| 2 | APH | Amphenol Corp-cl A | 股票-科技 | 4.97% | +1.91% | -1.92% | |
| 3 | AME | Ametek Inc | 股票-工业 | 4.38% | -0.04% | +0.79% | |
| 4 | DHR | Danaher CORP | 股票-医疗保健 | 4.00% | -0.42% | +0.79% | |
| 5 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.70% | -0.08% | -0.68% | |
| 6 | IEX | Idex CORP | 股票-工业 | 3.58% | +0.25% | +1.48% | |
| 7 | ROP | Roper Technologies Inc | 股票-科技 | 3.30% | -0.41% | +1.26% | |
| 8 | ATR | Aptargroup Inc | 股票-医疗保健 | 3.29% | -0.34% | +3.93% | |
| 9 | VRSK | Verisk Analytics Inc | 股票-工业 | 3.17% | -0.32% | +1.73% | |
| 10 | VRT | Vertiv Holdings Co-a | 股票-工业 | 2.96% | +0.56% | -8.09% | |
| 11 | XYL | Xylem Inc | 股票-工业 | 2.85% | -0.32% | +1.46% | |
| 12 | CSW | Csw Industrials Inc | 股票-工业 | 2.78% | -0.03% | -12.29% | |
| 13 | GGG | Graco Inc | 股票-工业 | 2.63% | -0.46% | +2.63% | |
| 14 | LSTR | Landstar System Inc | 股票-工业 | 2.47% | +0.22% | -1.04% | |
| 15 | DCI | Donaldson Co Inc | 股票-工业 | 2.41% | -0.15% | +2.10% | |
| 16 | NDSN | Nordson CORP | 股票-工业 | 2.40% | -0.01% | +1.37% | |
| 17 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 2.23% | -0.13% | +0.44% | |
| 18 | FIX | Comfort Systems USA Inc | 股票-工业 | 2.14% | +0.38% | -0.03% | |
| 19 | FIS | Fidelity National Info Serv | 股票-科技 | 2.10% | -0.50% | +1.41% | |
| 20 | AIZ | Assurant Inc | 股票-金融 | 2.04% | +0.11% | -0.10% | |
| 21 | RPM | Rpm International Inc | 股票-原材料 | 2.01% | — | -0.38% | |
| 22 | UFPT | Ufp Technologies Inc | 股票-其他 | 2.01% | +0.10% | +0.26% | |
| 23 | FAST | Fastenal Co | 股票-工业 | 1.91% | -0.02% | -0.82% | |
| 24 | CRL | Charles River Laboratories | 股票-医疗保健 | 1.87% | — | -1.97% | |
| 25 | RBC | RBC Bearings Inc | 股票-工业 | 1.87% | +0.02% | +2.09% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.76% | -0.26% | +3.09% | |
| 27 | MSA | Msa Safety Inc | 股票-工业 | 1.61% | -0.02% | +7.05% | |
| 28 | CLH | Clean Harbors Inc | 股票-工业 | 1.56% | -0.13% | +5.81% | |
| 29 | FTV | Fortive CORP | 股票-科技 | 1.54% | -0.02% | -1.28% | |
| 30 | KAI | Kadant Inc | 股票-其他 | 1.42% | -0.01% | +1.00% | |
| 31 | TFX | Teleflex Inc | 股票-医疗保健 | 1.30% | -0.01% | -0.27% | |
| 32 | FCN | Fti Consulting Inc | 股票-工业 | 1.03% | -0.17% | +563.73% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.96% | -0.22% | +2.48% | |
| 34 | RRX | Regal Rexnord CORP | 股票-工业 | 0.94% | +0.08% | -3.42% | |
| 35 | WINA | Winmark CORP | 股票-其他 | 0.81% | +0.05% | +0.15% | |
| 36 | NVT | nVent Electric plc | 股票-工业 | 0.80% | +0.47% | +18.40% | |
| 37 | CNMD | Conmed CORP | 股票-其他 | 0.69% | -0.08% | EXIT | |
| 38 | ECL | Ecolab Inc | 股票-原材料 | 0.67% | -0.02% | -4.38% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | -0.25% | +54.29% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.61% | -0.12% | -2.45% | |
| 41 | ZD | Ziff Davis Inc | 股票-其他 | 0.59% | — | -13.65% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.56% | -0.13% | -4.51% | |
| 43 | AIT | Applied Industrial Tech Inc | 股票-工业 | 0.51% | +0.06% | — | |
| 44 | VLTO | Veralto CORP | 股票-工业 | 0.41% | -0.10% | +15.56% | |
| 45 | AAPL | Apple Inc | 股票-科技 | 0.39% | +0.02% | -1.09% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.05% | +0.45% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | +0.03% | -4.54% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.28% | -1.96% | |
| 49 | WAT | Waters CORP | 股票-医疗保健 | 0.27% | +0.06% | -1.12% | |
| 50 | PNR | Pentair plc | 股票-工业 | 0.27% | -0.09% | -1.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FCN | Fti Consulting Inc | +0.9% | +563.73% | 加仓 |
| 2 | FISV | Fiserv Inc | +0.6% | +0.61% | 加仓 |
| 3 | AIT | Applied Industrial Tech Inc | +0.5% | NEW | 新建仓 |
| 4 | FIX | Comfort Systems USA Inc | +0.3% | -0.03% | 减仓 |
| 5 | CSW | Csw Industrials Inc | +0.3% | -12.29% | 减仓 |
| 6 | ATR | Aptargroup Inc | +0.3% | +3.93% | 加仓 |
| 7 | COST | Costco Wholesale CORP | +0.2% | +54.29% | 加仓 |
| 8 | UFPT | Ufp Technologies Inc | +0.2% | +0.26% | 加仓 |
| 9 | AIZ | Assurant Inc | +0.2% | -0.10% | 减仓 |
| 10 | NDSN | Nordson CORP | +0.1% | +1.37% | 加仓 |
| 11 | DHR | Danaher CORP | +0.1% | +0.79% | 加仓 |
| 12 | GGG | Graco Inc | +0.1% | +2.63% | 加仓 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +3.09% | 加仓 |
| 14 | TFX | Teleflex Inc | +0.1% | -0.27% | 减仓 |
| 15 | KAI | Kadant Inc | +0.1% | +1.00% | 加仓 |
| 16 | VLTO | Veralto CORP | +0.1% | +15.56% | 加仓 |
| 17 | FIS | Fidelity National Info Serv | +0.1% | +1.41% | 加仓 |
| 18 | RBC | RBC Bearings Inc | +0.1% | +2.09% | 加仓 |
| 19 | RRX | Regal Rexnord CORP | +0.1% | -3.42% | 减仓 |
| 20 | FAST | Fastenal Co | +0.1% | -0.82% | 减仓 |
| 21 | RPM | Rpm International Inc | +0.1% | -0.38% | 减仓 |
| 22 | CLH | Clean Harbors Inc | +0.1% | +5.81% | 加仓 |
| 23 | MOD | Modine Manufacturing Co | 0% | — | 不变 |
| 24 | PNR | Pentair plc | 0% | -1.77% | 减仓 |
| 25 | WAT | Waters CORP | 0% | -1.12% | 减仓 |
| 26 | USB | US Bancorp | 0% | +5.71% | 加仓 |
| 27 | ABBV | Abbvie Inc | 0% | +5.39% | 加仓 |
| 28 | SPGI | S&p Global Inc | 0% | -2.45% | 减仓 |
| 29 | ADP | Automatic Data Processing | 0% | +4.51% | 加仓 |
| 30 | RSP | Invesco S&p 500 Equal Weight | 0% | +22.28% | 加仓 |
| 31 | AMGN | Amgen Inc | 0% | +20.59% | 加仓 |
| 32 | GNRC | Generac Holdings Inc | 0% | -1.27% | 减仓 |
| 33 | COP | Conocophillips | 0% | NEW | 新建仓 |
| 34 | GE | General Electric | 0% | NEW | 新建仓 |
| 35 | UNH | Unitedhealth Group Inc | 0% | NEW | 新建仓 |
| 36 | BND | Vanguard Total Bond Market | 0% | +9.40% | 加仓 |
| 37 | ABT | Abbott Laboratories | 0% | +3.90% | 加仓 |
| 38 | ZBRA | Zebra Technologies Corp-cl A | 0% | -1.64% | 减仓 |
| 39 | CHRW | C.h. Robinson Worldwide Inc | 0% | +27.27% | 加仓 |
| 40 | WMT | Walmart Inc | 0% | -1.08% | 减仓 |
| 41 | RTX | Rtx CORP | 0% | +3.81% | 加仓 |
| 42 | BIV | Vanguard Intermediate-term B | 0% | +14.62% | 加仓 |
| 43 | CAT | Caterpillar Inc | 0% | +16.08% | 加仓 |
| 44 | HD | Home Depot Inc | 0% | +3.69% | 加仓 |
| 45 | RY | Royal Bank Of Canada | 0% | +19.90% | 加仓 |
| 46 | GIS | General Mills Inc | 0% | NEW | 新建仓 |
| 47 | IBM | Intl Business Machines CORP | 0% | — | 不变 |
| 48 | WAB | Wabtec CORP | 0% | -3.71% | 减仓 |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | +24.31% | 加仓 |
| 50 | MCD | Mcdonald's CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Mountain Pacific Investment Advisers LLC 在 Q3 2024 季度的美股持仓总市值约为 US$6.4亿，共申报了 142 个公开持股仓位。
在 Q3 2024 季度，Mountain Pacific Investment Advisers LLC 按市值排列的前三大核心持股分别为：FISV (5.7%)、APH (5.0%)、AME (4.4%)。其中最大持股仓位 FISV 占据整体投资组合约 5.7% 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
AIT
市值: US$754.0万
本季最大获利了结 / 清仓标的
VCIT
前期市值: US$23.3万
在 Q3 2024 季度中，Mountain Pacific Investment Advisers LLC 共进行了 112 项持仓异动，包含新建仓 5 个仓位、加仓 53 个仓位、减仓 53 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AIT。 本季清仓仓位包含 VCIT。
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。