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: 0001665198
申报总市值
US$45.2亿
US$45.2亿
1214 檔
69.8%
根据最新整理的 13F 季度数据集，NorthCoast Asset Management LLC 于 Q4 2024 结束时的管理资产规模为 US$45.2亿。该机构在本季度申报了 1214 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，NorthCoast Asset Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 16 个新仓位，并对 130 个既有持股进行加仓（合计增持 146 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，NorthCoast Asset Management LLC 的前 5 大核心持股（包含 EQTY, AAPL, AMZN 等）合计占整体申报市值的 69.8%，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 1214 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 | EQTY | Kovitz Core Equity ETF | ETF-其他 | 5.33% | — | -0.19% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.36% | -0.01% | +19.09% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.43% | +0.22% | +23.63% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.37% | +37.81% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.98% | -1.38% | -3.79% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.77% | +0.51% | +81.54% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.59% | +0.14% | +25.22% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.48% | -0.14% | +7.06% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | +0.18% | +359.28% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | — | +20.84% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.28% | — | +8.26% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.27% | — | -0.18% | |
| 13 | KEYS | Keysight Technologies In | 股票-科技 | 1.26% | — | +59.63% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.23% | — | +23.25% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.22% | -0.01% | +958.23% | |
| 16 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.21% | — | +90.26% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | +0.09% | +0.05% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.06% | -0.06% | +21.06% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.02% | +6.76% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | -0.02% | +9.57% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.37% | +4.83% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.96% | — | +2.17% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.87% | +0.36% | +93.84% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.87% | -0.71% | -14.95% | |
| 25 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.87% | — | +12.37% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.86% | +0.68% | +1045.05% | |
| 27 | APO | Apollo Global Management Inc | 股票-金融 | 0.86% | +0.01% | +3257.19% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.83% | -0.04% | +21.81% | |
| 29 | ICE | Intercontinental Exchange In | 股票-金融 | 0.81% | +0.26% | +27.36% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.80% | — | +81859.18% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | -0.02% | +4.44% | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.75% | -0.04% | +9.60% | |
| 33 | PH | Parker Hannifin CORP | 股票-工业 | 0.75% | +0.03% | +622.13% | |
| 34 | J | Jacobs Solutions Inc | 股票-工业 | 0.74% | — | +9.15% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.72% | -0.06% | +9.43% | |
| 36 | FISV | Fiserv Inc | 股票-其他 | 0.72% | — | +12.92% | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.69% | — | +4180.48% | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.67% | — | +683.91% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.65% | -0.09% | +506.25% | |
| 40 | KMX | Carmax Inc | 股票-周期性消费 | 0.64% | +0.01% | +8.72% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.63% | +0.16% | -8.98% | |
| 42 | PCAR | Paccar Inc | 股票-工业 | 0.60% | — | +3.83% | |
| 43 | PPG | Ppg Industries Inc | 股票-原材料 | 0.59% | — | +36.03% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.59% | -0.06% | +13.93% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.59% | -0.03% | +322.09% | |
| 46 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.56% | +0.07% | NEW | |
| 47 | GXO | Gxo Logistics Inc | 股票-工业 | 0.56% | — | +28112.60% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.55% | — | -3.53% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.55% | +0.85% | +31.15% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.53% | — | +0.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.2% | +359.28% | 加仓 |
| 2 | TMO | Thermo Fisher Scientific Inc | +1.1% | +958.23% | 加仓 |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.9% | +23.25% | 加仓 |
| 4 | IWF | Ishares Russell 1000 Growth | +0.8% | -0.18% | 减仓 |
| 5 | APO | Apollo Global Management Inc | +0.8% | +3257.19% | 加仓 |
| 6 | SCHG | Schwab US Large-cap Growth | +0.8% | +81859.18% | 加仓 |
| 7 | AMD | Advanced Micro Devices | +0.7% | +1045.05% | 加仓 |
| 8 | AJG | Arthur J Gallagher & Co | +0.7% | +4180.48% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.6% | +81.54% | 加仓 |
| 10 | PH | Parker Hannifin CORP | +0.6% | +622.13% | 加仓 |
| 11 | BX | Blackstone Inc | +0.6% | +683.91% | 加仓 |
| 12 | LULU | Lululemon Athletica Inc | +0.6% | +9067.17% | 加仓 |
| 13 | GXO | Gxo Logistics Inc | +0.6% | +28112.60% | 加仓 |
| 14 | ZBRA | Zebra Technologies Corp-cl A | +0.5% | NEW | 新建仓 |
| 15 | MRK | Merck & Co. Inc. | +0.5% | +506.25% | 加仓 |
| 16 | ANET | Arista Networks Inc | +0.5% | NEW | 新建仓 |
| 17 | SBUX | Starbucks CORP | +0.5% | +994.67% | 加仓 |
| 18 | RTX | Rtx CORP | +0.4% | +949.28% | 加仓 |
| 19 | ABT | Abbott Laboratories | +0.4% | +322.09% | 加仓 |
| 20 | IVE | Ishares S&p 500 Value ETF | +0.4% | -3.53% | 减仓 |
| 21 | DE | Deere & Co | +0.4% | +406.93% | 加仓 |
| 22 | STZ | Constellation Brands Inc-a | +0.4% | +854.20% | 加仓 |
| 23 | NVDA | Nvidia CORP | +0.3% | +20.84% | 加仓 |
| 24 | PNC | Pnc Financial Services Group | +0.3% | +490.52% | 加仓 |
| 25 | AMTM | Amentum Holdings Inc | +0.3% | +2234.56% | 加仓 |
| 26 | DHR | Danaher CORP | +0.3% | +522.34% | 加仓 |
| 27 | IWD | Ishares Russell 1000 Value E | +0.3% | +4.44% | 加仓 |
| 28 | IVW | Ishares S&p 500 Growth ETF | +0.3% | -1.51% | 减仓 |
| 29 | AAPL | Apple Inc | +0.2% | +19.09% | 加仓 |
| 30 | AMZN | Amazon.com Inc | +0.2% | +23.63% | 加仓 |
| 31 | LOW | Lowe's Cos Inc | +0.2% | +90.26% | 加仓 |
| 32 | SCHF | Schwab Intl Equity ETF | +0.2% | +12427.61% | 加仓 |
| 33 | PDEC | Innovator U.s. Equity Power | +0.2% | +9.53% | 加仓 |
| 34 | MSFT | Microsoft CORP | +0.2% | +37.81% | 加仓 |
| 35 | CIEN | Ciena CORP | +0.2% | NEW | 新建仓 |
| 36 | UNH | Unitedhealth Group Inc | +0.2% | +93.84% | 加仓 |
| 37 | GNMA | Ishares Gnma Bond ETF | +0.2% | NEW | 新建仓 |
| 38 | UBER | Uber Technologies Inc | +0.2% | +835.23% | 加仓 |
| 39 | KEYS | Keysight Technologies In | +0.1% | +59.63% | 加仓 |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +1324.73% | 加仓 |
| 41 | ERIE | Erie Indemnity Company-cl A | +0.1% | NEW | 新建仓 |
| 42 | CLOZ | Eldridge Bbb-b Clo ETF | +0.1% | +211.18% | 加仓 |
| 43 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.26% | 加仓 |
| 44 | CCL1EUR | Carnival CORP LTD | +0.1% | +2259.60% | 加仓 |
| 45 | COHR | Coherent CORP | +0.1% | NEW | 新建仓 |
| 46 | CHDN | Churchill Downs Inc | +0.1% | +0.18% | 加仓 |
| 47 | EOI | Eaton Vance Enhanced Eq Incm | +0.1% | +2787.15% | 加仓 |
| 48 | BNY | Bank Of New York Mellon CORP | +0.1% | +148.42% | 加仓 |
| 49 | MRSH | Marsh & Mclennan Cos | +0.1% | +673.82% | 加仓 |
| 50 | CII | Blackrock Enhan Lrg Cap Core | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，NorthCoast Asset Management LLC 在 Q4 2024 季度的美股持仓总市值约为 US$45.2亿，共申报了 1214 个公开持股仓位。
在 Q4 2024 季度，NorthCoast Asset Management LLC 按市值排列的前三大核心持股分别为：EQTY (5.3%)、AAPL (3.4%)、AMZN (2.4%)。其中最大持股仓位 EQTY 占据整体投资组合约 5.3% 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
ZBRA
市值: US$1.1亿
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$1.2亿
在 Q4 2024 季度中，NorthCoast Asset Management LLC 共进行了 199 项持仓异动，包含新建仓 16 个仓位、加仓 130 个仓位、减仓 48 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ZBRA。 本季清仓仓位包含 ANETEUR。
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。