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。
CIK: 0001692227
申报总市值
US$2.4亿
US$2.4亿
106 檔
14.7%
根据最新整理的 13F 季度数据集,Norway Savings Bank 于 Q3 2024 结束时的管理资产规模为 US$2.4亿。该机构在本季度申报了 106 档美股持仓,呈现出该时期的主要投资地图。
Norway Savings Bank 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 21 档持股的同时,亦同步清仓 1 档并减仓 22 档标的。
在资产配置集中度方面,Norway Savings Bank 的前 5 大核心持股(包含 AAPL, MSFT, NVDA 等)合计占整体申报市值的 14.7%,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 | AAPL | Apple Inc | 股票-科技 | 5.76% | -0.09% | -3.31% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -0.25% | +0.58% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.38% | +0.02% | -3.54% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.04% | +0.32% | +1.78% | |
| 5 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.91% | +1.92% | -1.22% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.81% | +0.07% | -0.42% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.79% | -0.26% | +0.14% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.55% | +0.03% | -3.05% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.53% | -0.10% | -0.75% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.27% | -0.20% | +0.47% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.14% | -0.29% | -0.92% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.07% | +0.47% | +22.60% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.02% | -0.02% | +5.16% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.97% | -0.12% | -1.27% | |
| 15 | APH | Amphenol Corp-cl A | 股票-科技 | 1.88% | +0.60% | -5.22% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.85% | -0.63% | -2.06% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.84% | -0.61% | -3.96% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.70% | -0.33% | +11.23% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.64% | +0.13% | -0.05% | |
| 20 | MCHP | Microchip Technology Inc | 股票-科技 | 1.58% | +0.24% | -1.64% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.46% | -0.20% | -2.65% | |
| 22 | ICE | Intercontinental Exchange In | 股票-金融 | 1.38% | -0.36% | -0.18% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 1.38% | -0.32% | +2.54% | |
| 24 | TYL | Tyler Technologies Inc | 股票-科技 | 1.32% | -0.25% | -0.46% | |
| 25 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.28% | -0.21% | +0.67% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.14% | -0.22% | +2.26% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.10% | -0.19% | -2.18% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 1.09% | +2.17% | +12.26% | |
| 29 | BX | Blackstone Inc | 股票-金融 | 1.09% | -0.06% | +3.20% | |
| 30 | COP | Conocophillips | 股票-能源 | 1.08% | -0.34% | -0.71% | |
| 31 | BLKCHF | Blackrock Inc | 股票-其他 | 1.04% | — | +10.50% | |
| 32 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.04% | -0.07% | -3.13% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.00% | -0.18% | +2.01% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事业 | 0.96% | -0.12% | -3.80% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.95% | +0.42% | +2.52% | |
| 36 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.93% | -0.15% | -1.54% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.92% | +0.79% | -3.74% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.87% | -0.18% | +6.87% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.86% | -0.06% | -0.90% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.84% | -0.09% | +8.21% | |
| 41 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.82% | -0.08% | +2.98% | |
| 42 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.81% | -0.04% | +4.77% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.80% | -0.02% | -26.05% | |
| 44 | HON | Honeywell International Inc | 股票-工业 | 0.80% | -1.12% | EXIT | |
| 45 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.76% | -0.13% | +4.36% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | -0.14% | -2.85% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.72% | -0.20% | EXIT | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.71% | +0.01% | -3.70% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.70% | +0.09% | +2.82% | |
| 50 | FDX | Fedex CORP | 股票-工业 | 0.69% | -0.13% | -1.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe Inc | +0.5% | NEW | 新建仓 |
| 2 | ORCL | Oracle CORP | +0.4% | +0.14% | 加仓 |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | +22.60% | 加仓 |
| 4 | BLKCHF | Blackrock Inc | +0.2% | +10.50% | 加仓 |
| 5 | DGRO | Ishares Core Dividend Growth | +0.2% | NEW | 新建仓 |
| 6 | LOW | Lowe's Cos Inc | +0.2% | +0.67% | 加仓 |
| 7 | BX | Blackstone Inc | +0.2% | +3.20% | 加仓 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.47% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.2% | +11.23% | 加仓 |
| 10 | ICE | Intercontinental Exchange In | +0.1% | -0.18% | 减仓 |
| 11 | MMM | 3m Co | +0.1% | NEW | 新建仓 |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +5.16% | 加仓 |
| 13 | NEE | Nextera Energy Inc | +0.1% | +2.01% | 加仓 |
| 14 | HCA | Hca Healthcare Inc | +0.1% | +24.47% | 加仓 |
| 15 | BDX | Becton Dickinson And Co | +0.1% | +30.60% | 加仓 |
| 16 | TYL | Tyler Technologies Inc | +0.1% | -0.46% | 减仓 |
| 17 | CAT | Caterpillar Inc | +0.1% | +2.52% | 加仓 |
| 18 | BMI | Badger Meter Inc | +0.1% | NEW | 新建仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +2.26% | 加仓 |
| 20 | MS | Morgan Stanley | +0.1% | NEW | 新建仓 |
| 21 | AVGO | Broadcom Inc | +0.1% | NEW | 新建仓 |
| 22 | AAPL | Apple Inc | +0.1% | -3.31% | 减仓 |
| 23 | DHR | Danaher CORP | +0.1% | +8.21% | 加仓 |
| 24 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +6.34% | 加仓 |
| 25 | SBUX | Starbucks CORP | +0.1% | -0.81% | 减仓 |
| 26 | AMD | Advanced Micro Devices | +0.1% | +12.26% | 加仓 |
| 27 | ABT | Abbott Laboratories | +0.1% | -0.92% | 减仓 |
| 28 | MCD | Mcdonald's CORP | +0.1% | -2.85% | 减仓 |
| 29 | PYPL | Paypal Holdings Inc | +0.1% | -6.16% | 减仓 |
| 30 | AMGN | Amgen Inc | +0.1% | +12.70% | 加仓 |
| 31 | MRSH | Marsh & Mclennan Cos | +0.1% | +6.87% | 加仓 |
| 32 | CRM | Salesforce Inc | +0.1% | +2.54% | 加仓 |
| 33 | JNJ | Johnson & Johnson | 0% | -2.65% | 减仓 |
| 34 | DE | Deere & Co | -0.1% | -26.98% | 减仓 |
| 35 | TFC | Truist Financial CORP | -0.2% | EXIT | 清仓 |
| 36 | KLAC | Kla CORP | -0.2% | -3.74% | 减仓 |
| 37 | COP | Conocophillips | -0.2% | -0.71% | 减仓 |
| 38 | EL | Estee Lauder Companies-cl A | -0.2% | -44.00% | 减仓 |
| 39 | BA | Boeing Co/the | -0.2% | -3.70% | 减仓 |
| 40 | DIS | Walt Disney Co/the | -0.2% | -19.12% | 减仓 |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -26.05% | 减仓 |
| 42 | CVX | Chevron CORP | -0.3% | -2.06% | 减仓 |
| 43 | AMZN | Amazon.com Inc | -0.3% | -0.42% | 减仓 |
| 44 | APH | Amphenol Corp-cl A | -0.3% | -5.22% | 减仓 |
| 45 | LLY | Eli Lilly & Co | -0.3% | -3.05% | 减仓 |
| 46 | CVS | Cvs Health CORP | -0.3% | -36.12% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.3% | +0.58% | 加仓 |
| 48 | MCHP | Microchip Technology Inc | -0.4% | -1.64% | 减仓 |
| 49 | NVDA | Nvidia CORP | -0.4% | -3.54% | 减仓 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.4% | +1.78% | 加仓 |
根据 SEC 官方 Form 13F 申报备案,Norway Savings Bank 在 Q3 2024 季度的美股持仓总市值约为 US$2.4亿,共申报了 106 个公开持股仓位。
在 Q3 2024 季度,Norway Savings Bank 按市值排列的前三大核心持股分别为:AAPL (5.8%)、MSFT (3.9%)、NVDA (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.8% 的权重。
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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
ADBE
市值: US$87.9万
本季最大获利了结 / 清仓标的
TFC
前期市值: US$26.4万
在 Q3 2024 季度中,Norway Savings Bank 共进行了 50 项持仓异动,包含新建仓 6 个仓位、加仓 21 个仓位、减仓 22 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ADBE。 本季清仓仓位包含 TFC。
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。
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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。