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: 0000071210
申报总市值
US$15.5亿
US$15.5亿
248 檔
23.2%
在 Q3 2024 申报期间，Neville Rodie & Shaw Inc（CIK: 0000071210）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$15.5亿，共持有 248 个公开申报仓位。
在 Q3 2024，Neville Rodie & Shaw Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 36 个仓位并完全清仓 0 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，Neville Rodie & Shaw Inc 的前 5 大核心持股（包含 AAPL, MSFT, TMO 等）合计占整体申报市值的 23.2%，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 248 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 | AAPL | Apple Inc | 股票-科技 | 10.44% | +0.07% | -2.63% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.38% | -0.72% | -2.40% | |
| 3 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 3.61% | -0.25% | -4.34% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.61% | +0.50% | -2.68% | |
| 5 | PWR | Quanta Services Inc | 股票-工业 | 3.36% | +0.41% | -5.28% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.52% | -0.10% | -1.21% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.38% | -0.38% | -1.23% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.16% | -0.26% | -4.34% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.15% | -0.80% | -1.56% | |
| 10 | LRCXEUR | Lam Research CORP | 股票-科技 | 2.13% | — | -2.33% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.13% | -0.06% | -4.79% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.11% | -0.24% | -4.61% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 2.03% | -0.12% | -3.58% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.86% | +0.17% | -3.09% | |
| 15 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.85% | -0.32% | -2.85% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 1.82% | -0.07% | -2.16% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.61% | -0.31% | +5.16% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.48% | +0.02% | +5.34% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.47% | -0.04% | -3.86% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.47% | -0.23% | +5.40% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.43% | -0.15% | -0.32% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.18% | +0.01% | -0.93% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.17% | -0.19% | -2.37% | |
| 24 | GE | General Electric | 股票-工业 | 1.16% | +0.28% | +0.20% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.12% | -0.30% | +0.32% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | -0.02% | -6.32% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 1.03% | -0.04% | +0.41% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.99% | +0.12% | -5.90% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | -0.07% | -3.27% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | -0.05% | -2.86% | |
| 31 | FCNTX | Fidelity Contrafund | 股票-其他 | 0.94% | +0.10% | -0.48% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.89% | +0.09% | -4.69% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.88% | — | +0.96% | |
| 34 | J | Jacobs Solutions Inc | 股票-工业 | 0.87% | -0.11% | -1.08% | |
| 35 | ON | On Semiconductor | 股票-科技 | 0.84% | — | -10.60% | |
| 36 | NSC | Norfolk Southern CORP | 股票-工业 | 0.84% | -0.03% | -1.76% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | -0.03% | +22.42% | |
| 38 | JHEQX | Jpmorgan Hedged Equity-i | 股票-其他 | 0.79% | -0.06% | +2.72% | |
| 39 | UNP | Union Pacific CORP | 股票-工业 | 0.70% | — | -14.58% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | -0.12% | -2.49% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.24% | -2.98% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.61% | -0.12% | -6.87% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.58% | -0.09% | -5.59% | |
| 44 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.56% | — | +30.35% | |
| 45 | HON | Honeywell International Inc | 股票-工业 | 0.56% | -0.56% | EXIT | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | +0.18% | +982.40% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | -0.02% | -1.73% | |
| 48 | CAT | Caterpillar Inc | 股票-工业 | 0.53% | +0.24% | -0.33% | |
| 49 | SHEL | Shell Plc-adr | 股票-能源 | 0.53% | -0.13% | -14.15% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.52% | +0.13% | +3.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -2.63% | 减仓 |
| 2 | HWM | Howmet Aerospace Inc | +0.4% | NEW | 新建仓 |
| 3 | BX | Blackstone Inc | +0.3% | -3.58% | 减仓 |
| 4 | IBM | Intl Business Machines CORP | +0.3% | +22.42% | 加仓 |
| 5 | PWR | Quanta Services Inc | +0.2% | -5.28% | 减仓 |
| 6 | ORCL | Oracle CORP | +0.2% | -4.61% | 减仓 |
| 7 | ABBV | Abbvie Inc | +0.2% | +5.40% | 加仓 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +5.16% | 加仓 |
| 9 | AMTM | Amentum Holdings Inc | +0.2% | NEW | 新建仓 |
| 10 | HD | Home Depot Inc | +0.2% | -0.32% | 减仓 |
| 11 | TMUS | T-mobile US Inc | +0.2% | +30.35% | 加仓 |
| 12 | GE | General Electric | +0.2% | +0.20% | 加仓 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | -4.34% | 减仓 |
| 14 | NEE | Nextera Energy Inc | +0.1% | -2.37% | 减仓 |
| 15 | ZTS | Zoetis Inc | +0.1% | -2.85% | 减仓 |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | -0.93% | 减仓 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +0.32% | 加仓 |
| 18 | DHR | Danaher CORP | +0.1% | -2.16% | 减仓 |
| 19 | GEV | GE Vernova Inc | +0.1% | -6.86% | 减仓 |
| 20 | NSC | Norfolk Southern CORP | +0.1% | -1.76% | 减仓 |
| 21 | MCD | Mcdonald's CORP | +0.1% | -2.49% | 减仓 |
| 22 | AXP | American Express Co | +0.1% | -4.69% | 减仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | -0.33% | 减仓 |
| 24 | MMM | 3m Co | +0.1% | +19.90% | 加仓 |
| 25 | JNJ | Johnson & Johnson | +0.1% | -4.34% | 减仓 |
| 26 | AVGO | Broadcom Inc | +0.1% | +982.40% | 加仓 |
| 27 | RTX | Rtx CORP | +0.1% | -6.87% | 减仓 |
| 28 | ADP | Automatic Data Processing | +0.1% | -1.73% | 减仓 |
| 29 | CRM | Salesforce Inc | 0% | +0.41% | 加仓 |
| 30 | SPGI | S&p Global Inc | 0% | — | 不变 |
| 31 | JHEQX | Jpmorgan Hedged Equity-i | 0% | +2.72% | 加仓 |
| 32 | V | Visa Inc-class A Shares | 0% | -1.21% | 减仓 |
| 33 | COST | Costco Wholesale CORP | — | -1.23% | 减仓 |
| 34 | COP | Conocophillips | -0.1% | -17.15% | 减仓 |
| 35 | PSX | Phillips 66 | -0.1% | -21.45% | 减仓 |
| 36 | NXPI | NXP Semiconductors N.V. | -0.1% | -18.12% | 减仓 |
| 37 | CVX | Chevron CORP | -0.1% | -2.98% | 减仓 |
| 38 | J | Jacobs Solutions Inc | -0.1% | -1.08% | 减仓 |
| 39 | FSKAX | Fidelity Ttl Mkt Indx | -0.1% | -83.15% | 减仓 |
| 40 | MU | Micron Technology Inc | -0.1% | +0.76% | 加仓 |
| 41 | NVDA | Nvidia CORP | -0.1% | -6.32% | 减仓 |
| 42 | CVS | Cvs Health CORP | -0.2% | -54.01% | 减仓 |
| 43 | SHEL | Shell Plc-adr | -0.2% | -14.15% | 减仓 |
| 44 | DE | Deere & Co | -0.2% | -63.21% | 减仓 |
| 45 | MRK | Merck & Co. Inc. | -0.3% | -3.86% | 减仓 |
| 46 | QCOM | Qualcomm Inc | -0.3% | -5.90% | 减仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | -3.09% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.5% | -2.40% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.6% | -2.68% | 减仓 |
| 50 | LRCXEUR | Lam Research CORP | -0.8% | -2.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Neville Rodie & Shaw Inc 在 Q3 2024 季度的美股持仓总市值约为 US$15.5亿，共申报了 248 个公开持股仓位。
在 Q3 2024 季度，Neville Rodie & Shaw Inc 按市值排列的前三大核心持股分别为：AAPL (10.4%)、MSFT (5.4%)、TMO (3.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.4% 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
HWM
市值: US$551.3万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$1.3亿
在 Q3 2024 季度中，Neville Rodie & Shaw Inc 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 11 个仓位、减仓 36 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 HWM。
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。