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: 0000791540
申报总市值
US$14.8亿
US$14.8亿
2111 檔
11.9%
Q3 2024 季度申报显示，Lanark Financial, Inc. 披露的美股组合总市值为 US$14.8亿，涵盖 2111 个不同之权益投资仓位。
在 Q3 2024，Lanark Financial, Inc. 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 25 档、减仓 24 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Lanark Financial, Inc. 的前 5 大核心持股（包含 RY, AAPL, MSFT 等）合计占整体申报市值的 11.9%，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 2111 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 | RY | Royal Bank Of Canada | 股票-金融 | 3.78% | +0.01% | -0.11% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.72% | +0.05% | +0.62% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.22% | -0.12% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.73% | — | +2.17% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.55% | -0.06% | +2.63% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | +0.09% | +854.72% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.16% | +0.02% | +4.40% | |
| 8 | CEG | Constellation Energy | 股票-公用事业 | 0.92% | -0.07% | -0.27% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | -0.05% | -1.44% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.84% | -0.12% | -1.59% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | +0.06% | +2.08% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.81% | +0.12% | -12.90% | |
| 13 | SSBUSD | Southstate Bank CORP | 股票-其他 | 0.78% | — | -0.02% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | -0.88% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 0.77% | -0.14% | +0.85% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 0.75% | -0.01% | -1.10% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 0.69% | -0.10% | +0.11% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | +0.02% | +0.19% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | +0.01% | -1.28% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | +0.17% | -0.43% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.57% | +0.03% | +0.08% | |
| 22 | DE | Deere & Co | 股票-工业 | 0.56% | — | -0.54% | |
| 23 | FTCS | First Trust Capital Strength | ETF-其他 | 0.56% | -0.03% | -6.57% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | -0.02% | -1.85% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | +0.04% | +4.30% | |
| 26 | SRE | Sempra | 股票-公用事业 | 0.50% | -0.08% | -0.23% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.50% | -0.02% | +0.49% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.50% | +0.01% | +10.91% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.10% | +0.05% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.47% | -0.01% | +4.64% | |
| 31 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.46% | -0.13% | -3.05% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | +0.06% | -3.50% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.13% | +50.38% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | -0.01% | +12.73% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | +0.02% | +0.54% | |
| 36 | LIN | Linde plc | 股票-原材料 | 0.42% | -0.01% | -0.69% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.42% | +0.17% | +0.65% | |
| 38 | PH | Parker Hannifin CORP | 股票-工业 | 0.39% | -0.01% | -3.12% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | +0.17% | -9.29% | |
| 40 | SYY | Sysco CORP | 股票-非周期性消费 | 0.38% | +0.02% | -0.63% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.38% | -0.04% | -5.03% | |
| 42 | CGUS | Cap Group Core Equity | ETF-其他 | 0.38% | — | +14.82% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | -0.05% | +6.61% | |
| 44 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.38% | — | -1.19% | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.37% | -0.04% | -3.43% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.37% | -0.06% | -0.37% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | +0.06% | +4.76% | |
| 48 | NI | Nisource Inc | 股票-公用事业 | 0.37% | -0.04% | -0.67% | |
| 49 | DTM | Dt Midstream Inc | 股票-能源 | 0.37% | -0.01% | -0.40% | |
| 50 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.36% | +0.01% | -4.78% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | +0.3% | -0.11% | 减仓 |
| 2 | ETR | Entergy CORP | +0.3% | +4629.77% | 加仓 |
| 3 | DY | Dycom Industries Inc | +0.3% | +304.45% | 加仓 |
| 4 | HIG | Hartford Insurance Group Inc | +0.2% | +1327.35% | 加仓 |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +2.17% | 加仓 |
| 6 | CEG | Constellation Energy | +0.2% | -0.27% | 减仓 |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +652.45% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +50.38% | 加仓 |
| 9 | SSBUSD | Southstate Bank CORP | +0.1% | -0.02% | 减仓 |
| 10 | ORCL | Oracle CORP | +0.1% | +10.91% | 加仓 |
| 11 | AAPL | Apple Inc | +0.1% | +0.62% | 加仓 |
| 12 | LMT | Lockheed Martin CORP | +0.1% | +0.11% | 加仓 |
| 13 | IHDG | Wisdomtree International Hed | +0.1% | NEW | 新建仓 |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +64.68% | 加仓 |
| 15 | VRSN | Verisign Inc | +0.1% | +922.90% | 加仓 |
| 16 | SNBRQ | Sleep Number CORP | +0.1% | +5000.00% | 加仓 |
| 17 | WMT | Walmart Inc | +0.1% | +0.85% | 加仓 |
| 18 | NEE | Nextera Energy Inc | +0.1% | -1.59% | 减仓 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +12.73% | 加仓 |
| 20 | CCOI | Cogent Communications Holdin | +0.1% | -0.46% | 减仓 |
| 21 | HESM | Hess Midstream LP - Class A | +0.1% | +24034.00% | 加仓 |
| 22 | HD | Home Depot Inc | +0.1% | -1.10% | 减仓 |
| 23 | WYNN | Wynn Resorts LTD | +0.1% | +104.05% | 加仓 |
| 24 | GNRC | Generac Holdings Inc | +0.1% | +17.51% | 加仓 |
| 25 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +214.95% | 加仓 |
| 26 | HDV | Ishares Core High Dividend E | +0.1% | +351.45% | 加仓 |
| 27 | CGUS | Cap Group Core Equity | 0% | +14.82% | 加仓 |
| 28 | PH | Parker Hannifin CORP | 0% | -3.12% | 减仓 |
| 29 | META | Meta Platforms Inc-class A | 0% | +6.61% | 加仓 |
| 30 | PEG | Public Service Enterprise Gp | 0% | -1.19% | 减仓 |
| 31 | UNH | Unitedhealth Group Inc | 0% | +0.08% | 加仓 |
| 32 | NI | Nisource Inc | 0% | -0.67% | 减仓 |
| 33 | LOW | Lowe's Cos Inc | 0% | -3.43% | 减仓 |
| 34 | CB | Chubb Limited | 0% | +0.49% | 加仓 |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | +4.30% | 加仓 |
| 36 | DE | Deere & Co | 0% | -0.54% | 减仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +2.63% | 加仓 |
| 38 | CALY | Callaway Golf Company | -0.1% | -78.82% | 减仓 |
| 39 | BAH | Booz Allen Hamilton Holdings | -0.1% | -64.14% | 减仓 |
| 40 | MU | Micron Technology Inc | -0.1% | -1.81% | 减仓 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -17.28% | 减仓 |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | -3.50% | 减仓 |
| 43 | VST | Vistra CORP | -0.1% | -96.69% | 减仓 |
| 44 | CDNS | Cadence Design Sys Inc | -0.1% | -54.98% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.43% | 减仓 |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.1% | -12.90% | 减仓 |
| 47 | NKE | Nike Inc -cl B | -0.2% | -73.70% | 减仓 |
| 48 | CSCO | Cisco Systems Inc | -0.2% | -56.05% | 减仓 |
| 49 | SO | Southern Co/the | -0.3% | -64.17% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.4% | -0.12% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lanark Financial, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$14.8亿，共申报了 2111 个公开持股仓位。
在 Q3 2024 季度，Lanark Financial, Inc. 按市值排列的前三大核心持股分别为：RY (3.8%)、AAPL (3.7%)、MSFT (3.0%)。其中最大持股仓位 RY 占据整体投资组合约 3.8% 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
IHDG
市值: US$102.7万
本季最大获利了结 / 清仓标的
RY
前期市值: US$3842.3万
在 Q3 2024 季度中，Lanark Financial, Inc. 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 25 个仓位、减仓 24 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IHDG。
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。