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: 0000071210
申报总市值
US$15.5亿
US$15.5亿
260 檔
23.9%
根据最新整理的 13F 季度数据集，Neville Rodie & Shaw Inc 于 Q4 2024 结束时的管理资产规模为 US$15.5亿。该机构在本季度申报了 260 档美股持仓，呈现出该时期的主要投资地图。
Neville Rodie & Shaw Inc 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 17 档持股的同时，亦同步清仓 2 档并减仓 26 档标的。
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, GOOGL 等）合计占整体申报市值的 23.9%，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 260 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 | 10.98% | +0.07% | -1.22% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.32% | -0.72% | +1.81% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.04% | +0.50% | -1.06% | |
| 4 | PWR | Quanta Services Inc | 股票-工业 | 3.55% | +0.41% | +0.64% | |
| 5 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.99% | -0.25% | -0.61% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.86% | -0.10% | -0.13% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.47% | -0.06% | +3.05% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.42% | -0.38% | -0.89% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.26% | -0.12% | -0.33% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 2.11% | -0.24% | +3.02% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.09% | +0.17% | -0.76% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.95% | -0.80% | -0.38% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.89% | -0.26% | -0.76% | |
| 14 | LRCX | Lam Research CORP | 股票-科技 | 1.84% | +2.94% | — | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.76% | +0.02% | +1.79% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.57% | -0.31% | +0.07% | |
| 17 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.50% | -0.32% | -1.64% | |
| 18 | DHR | Danaher CORP | 股票-医疗保健 | 1.45% | -0.07% | -2.51% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.36% | -0.15% | +0.13% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 1.30% | -0.04% | +4.22% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.29% | -0.04% | +0.79% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.25% | -0.23% | -4.25% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | -0.02% | +1.53% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | -0.30% | -0.02% | |
| 25 | GE | General Electric | 股票-工业 | 1.03% | +0.28% | +1.44% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.98% | +0.01% | -3.14% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.98% | -0.19% | -0.45% | |
| 28 | AXP | American Express Co | 股票-金融 | 0.96% | +0.09% | -0.02% | |
| 29 | FCNTX | Fidelity Contrafund | 股票-其他 | 0.95% | +0.10% | +2.01% | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 0.93% | — | +6.75% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | -0.07% | -2.41% | |
| 32 | J | Jacobs Solutions Inc | 股票-工业 | 0.87% | -0.11% | -0.17% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.87% | -0.03% | +6.72% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | -0.05% | +0.65% | |
| 35 | NSC | Norfolk Southern CORP | 股票-工业 | 0.78% | -0.03% | -0.23% | |
| 36 | JHEQX | Jpmorgan Hedged Equity-i | 股票-其他 | 0.77% | -0.06% | -3.22% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.72% | +0.12% | -19.14% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.18% | -4.67% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.24% | +2.91% | |
| 40 | ON | On Semiconductor | 股票-科技 | 0.66% | — | -9.23% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.64% | — | -0.96% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | -0.12% | -0.26% | |
| 43 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.59% | — | -0.03% | |
| 44 | HON | Honeywell International Inc | 股票-工业 | 0.58% | -0.56% | EXIT | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.57% | -0.12% | -0.20% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.56% | -0.01% | — | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.55% | -0.02% | -0.54% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | +0.13% | +0.10% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.50% | -0.09% | -2.42% | |
| 50 | CAT | Caterpillar Inc | 股票-工业 | 0.48% | +0.24% | -0.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.8% | NEW | 新建仓 |
| 2 | AAPL | Apple Inc | +0.5% | -1.22% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.06% | 减仓 |
| 4 | V | Visa Inc-class A Shares | +0.3% | -0.13% | 减仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | +3.05% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +1.79% | 加仓 |
| 7 | CRM | Salesforce Inc | +0.3% | +4.22% | 加仓 |
| 8 | BX | Blackstone Inc | +0.2% | -0.33% | 减仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -0.76% | 减仓 |
| 10 | VRT | Vertiv Holdings Co-a | +0.2% | +160.21% | 加仓 |
| 11 | PWR | Quanta Services Inc | +0.2% | +0.64% | 加仓 |
| 12 | AVGO | Broadcom Inc | +0.2% | -4.67% | 减仓 |
| 13 | BNY | Bank Of New York Mellon CORP | +0.1% | +82.05% | 加仓 |
| 14 | NVDA | Nvidia CORP | +0.1% | +1.53% | 加仓 |
| 15 | STT | State Street CORP | +0.1% | +337.35% | 加仓 |
| 16 | GEV | GE Vernova Inc | +0.1% | -0.38% | 减仓 |
| 17 | VIHAX | Vanguard Intl Hi Dvd Yld-adm | +0.1% | NEW | 新建仓 |
| 18 | AXP | American Express Co | +0.1% | -0.02% | 减仓 |
| 19 | WFC | Wells Fargo & Co | +0.1% | +41.60% | 加仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +177.39% | 加仓 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +12.07% | 加仓 |
| 22 | HWM | Howmet Aerospace Inc | +0.1% | +7.97% | 加仓 |
| 23 | EMR | Emerson Electric Co | +0.1% | — | 不变 |
| 24 | WTW | Willis Towers Watson Public Limited Company | +0.1% | NEW | 新建仓 |
| 25 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 26 | BMY | Bristol-myers Squibb Co | +0.1% | +25.88% | 加仓 |
| 27 | ETN | Eaton Corporation plc | +0.1% | +6.75% | 加仓 |
| 28 | COST | Costco Wholesale CORP | 0% | -0.89% | 减仓 |
| 29 | LIN | Linde plc | -0.1% | -0.76% | 减仓 |
| 30 | UNP | Union Pacific CORP | -0.1% | -0.96% | 减仓 |
| 31 | MU | Micron Technology Inc | -0.1% | -0.43% | 减仓 |
| 32 | CLF | Cleveland-cliffs Inc | -0.1% | -83.09% | 减仓 |
| 33 | SHEL | Shell Plc-adr | -0.1% | -6.94% | 减仓 |
| 34 | PEP | Pepsico Inc | -0.1% | -2.42% | 减仓 |
| 35 | AMTM | Amentum Holdings Inc | -0.1% | -9.98% | 减仓 |
| 36 | LLY | Eli Lilly & Co | -0.1% | +0.65% | 加仓 |
| 37 | GE | General Electric | -0.1% | +1.44% | 加仓 |
| 38 | CVS | Cvs Health CORP | -0.1% | EXIT | 清仓 |
| 39 | ON | On Semiconductor | -0.2% | -9.23% | 减仓 |
| 40 | MRK | Merck & Co. Inc. | -0.2% | +0.79% | 加仓 |
| 41 | NEE | Nextera Energy Inc | -0.2% | -0.45% | 减仓 |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | -3.14% | 减仓 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -0.38% | 减仓 |
| 44 | ABBV | Abbvie Inc | -0.2% | -4.25% | 减仓 |
| 45 | QCOM | Qualcomm Inc | -0.3% | -19.14% | 减仓 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -0.76% | 减仓 |
| 47 | ZTS | Zoetis Inc | -0.4% | -1.64% | 减仓 |
| 48 | DHR | Danaher CORP | -0.4% | -2.51% | 减仓 |
| 49 | TMO | Thermo Fisher Scientific Inc | -0.6% | -0.61% | 减仓 |
| 50 | LRCXEUR | Lam Research CORP | -2.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Neville Rodie & Shaw Inc 在 Q4 2024 季度的美股持仓总市值约为 US$15.5亿，共申报了 260 个公开持股仓位。
在 Q4 2024 季度，Neville Rodie & Shaw Inc 按市值排列的前三大核心持股分别为：AAPL (11.0%)、MSFT (5.3%)、GOOGL (4.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.0% 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
LRCX
市值: US$2526.6万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$2892.4万
在 Q4 2024 季度中，Neville Rodie & Shaw Inc 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 17 个仓位、减仓 26 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 LRCXEUR。
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。