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: 0001780565
申报总市值
US$4.9亿
US$4.9亿
72 檔
27.0%
O'Keefe Stevens Advisory, Inc. 在 Q3 2024 季度的美股仓位总计估值为 US$4.9亿，分散于 72 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，O'Keefe Stevens Advisory, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 33 个既有持股进行加仓（合计增持 40 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，O'Keefe Stevens Advisory, Inc. 的前 5 大核心持股（包含 NVDA, QCOM, HCC 等）合计占整体申报市值的 27.0%，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 | NVDA | Nvidia CORP | 股票-科技 | 18.73% | -0.88% | -0.07% | |
| 2 | QCOM | Qualcomm Inc | 股票-科技 | 6.87% | +0.12% | +1.22% | |
| 3 | HCC | Warrior Met Coal Inc | 股票-原材料 | 5.13% | -1.89% | +0.75% | |
| 4 | AMGN | Amgen Inc | 股票-医疗保健 | 4.64% | -0.66% | -0.19% | |
| 5 | BGC | Bgc Group Inc-a | 股票-金融 | 4.40% | -0.34% | +1.74% | |
| 6 | DFIN | Donnelley Financial Solution | 股票-其他 | 4.39% | — | +0.46% | |
| 7 | GLW | Corning Inc | 股票-科技 | 4.22% | +2.04% | +0.37% | |
| 8 | L | Loews CORP | 股票-金融 | 3.91% | -0.45% | -0.76% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.71% | -0.28% | +3.26% | |
| 10 | SKT | Tanger Inc | 股票-房地产 | 3.69% | — | -2.09% | |
| 11 | WY | Weyerhaeuser Co | 股票-房地产 | 3.40% | -0.42% | +5.42% | |
| 12 | LAZ | Lazard Inc | 股票-金融 | 3.18% | — | -0.33% | |
| 13 | T86 | Tri Pointe Homes Inc | 股票-其他 | 3.17% | — | -0.22% | |
| 14 | KIM | Kimco Realty CORP | 股票-房地产 | 2.63% | — | +1.23% | |
| 15 | FPH | Five Point Holdings Llc-cl A | 股票-其他 | 2.53% | +0.01% | +18.36% | |
| 16 | SPHR | Sphere Entertainment Co | 股票-通信服务 | 2.51% | +1.11% | +9.68% | |
| 17 | AER | AerCap Holdings N.V. | 股票-工业 | 2.41% | -0.39% | +10.33% | |
| 18 | MTB | M & T Bank CORP | 股票-金融 | 2.31% | -0.08% | +2.17% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.05% | -0.09% | EXIT | |
| 20 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 1.98% | — | +1.90% | |
| 21 | PRGO | Perrigo Company plc | 股票-医疗保健 | 1.45% | -0.17% | +36.78% | |
| 22 | SCL | Stepan Co | 股票-其他 | 1.42% | +0.04% | +1.18% | |
| 23 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 1.30% | -0.17% | -0.08% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 1.13% | +0.05% | +15.99% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 0.95% | -0.22% | -1.70% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.45% | +6.17% | |
| 27 | PFE | Pfizer Inc | 股票-医疗保健 | 0.57% | -0.18% | +24.03% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.05% | +14.98% | |
| 29 | PAYX | Paychex Inc | 股票-科技 | 0.35% | -0.02% | -1.14% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.29% | -0.01% | +49.50% | |
| 31 | APA | Apa CORP | 股票-能源 | 0.22% | -0.12% | -2.20% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.21% | +0.07% | NEW | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 0.20% | — | +25.60% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.20% | — | +35.12% | |
| 35 | ENB | Enbridge Inc | 股票-能源 | 0.19% | -0.07% | +43.63% | |
| 36 | SWX | Southwest Gas Holdings Inc | 股票-公用事业 | 0.18% | -0.06% | — | |
| 37 | BLKCHF | Blackrock Inc | 股票-其他 | 0.18% | — | +38.16% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.18% | -0.03% | +4.45% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.18% | -0.03% | +5.58% | |
| 40 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.17% | -0.05% | +38.80% | |
| 41 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.17% | -0.22% | — | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.16% | -0.07% | +41.31% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.16% | -0.09% | +32.33% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.15% | — | +51.52% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.15% | -0.03% | +44.11% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.15% | -0.02% | +61.60% | |
| 47 | MDT | Medtronic plc | 股票-医疗保健 | 0.15% | -0.06% | +42.83% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.15% | -0.02% | -45.01% | |
| 49 | WMB | Williams Cos Inc | 股票-能源 | 0.15% | -0.06% | +43.30% | |
| 50 | OMC | Omnicom Group | 股票-通信服务 | 0.14% | -0.04% | +43.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FPH | Five Point Holdings Llc-cl A | +0.9% | +18.36% | 加仓 |
| 2 | BABA | Alibaba Group Holding-sp Adr | +0.9% | +27.72% | 加仓 |
| 3 | LAZ | Lazard Inc | +0.5% | -0.33% | 减仓 |
| 4 | SPHR | Sphere Entertainment Co | +0.5% | +9.68% | 加仓 |
| 5 | WY | Weyerhaeuser Co | +0.4% | +5.42% | 加仓 |
| 6 | PRGO | Perrigo Company plc | +0.3% | +36.78% | 加仓 |
| 7 | SKT | Tanger Inc | +0.3% | -2.09% | 减仓 |
| 8 | T86 | Tri Pointe Homes Inc | +0.3% | -0.22% | 减仓 |
| 9 | GLW | Corning Inc | +0.2% | +0.37% | 加仓 |
| 10 | KIM | Kimco Realty CORP | +0.2% | +1.23% | 加仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +3.26% | 加仓 |
| 12 | MTB | M & T Bank CORP | +0.2% | +2.17% | 加仓 |
| 13 | SWX | Southwest Gas Holdings Inc | +0.2% | NEW | 新建仓 |
| 14 | HII | Huntington Ingalls Industrie | +0.2% | NEW | 新建仓 |
| 15 | UNP | Union Pacific CORP | +0.1% | +15.99% | 加仓 |
| 16 | AAPL | Apple Inc | +0.1% | +49.50% | 加仓 |
| 17 | RH | Rh | +0.1% | NEW | 新建仓 |
| 18 | BGC | Bgc Group Inc-a | +0.1% | +1.74% | 加仓 |
| 19 | PFE | Pfizer Inc | +0.1% | +24.03% | 加仓 |
| 20 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 21 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建仓 |
| 23 | SBUX | Starbucks CORP | +0.1% | +51.52% | 加仓 |
| 24 | ENB | Enbridge Inc | +0.1% | +43.63% | 加仓 |
| 25 | BLKCHF | Blackrock Inc | +0.1% | +38.16% | 加仓 |
| 26 | ROKU | Roku Inc | +0.1% | NEW | 新建仓 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | +32.33% | 加仓 |
| 28 | WBD | Warner Bros Discovery Inc | +0.1% | +1.90% | 加仓 |
| 29 | PM | Philip Morris International | +0.1% | +25.60% | 加仓 |
| 30 | APD | Air Products & Chemicals Inc | +0.1% | +38.80% | 加仓 |
| 31 | DUK | Duke Energy CORP | +0.1% | +41.31% | 加仓 |
| 32 | CMCSA | Comcast Corp-class A | +0.1% | +35.12% | 加仓 |
| 33 | KO | Coca-cola Co/the | +0.1% | +44.11% | 加仓 |
| 34 | MDT | Medtronic plc | +0.1% | +42.83% | 加仓 |
| 35 | UPS | United Parcel Service-cl B | +0.1% | +61.60% | 加仓 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +14.98% | 加仓 |
| 37 | OMC | Omnicom Group | 0% | +43.01% | 加仓 |
| 38 | AER | AerCap Holdings N.V. | 0% | +10.33% | 加仓 |
| 39 | DFIN | Donnelley Financial Solution | 0% | +0.46% | 加仓 |
| 40 | XOM | Exxon Mobil CORP | 0% | +6.17% | 加仓 |
| 41 | EIX | Edison International | -0.1% | EXIT | 清仓 |
| 42 | PG | Procter & Gamble Co/the | -0.1% | -45.01% | 减仓 |
| 43 | PSX | Phillips 66 | -0.2% | -1.70% | 减仓 |
| 44 | L | Loews CORP | -0.2% | -0.76% | 减仓 |
| 45 | SCL | Stepan Co | -0.3% | +1.18% | 加仓 |
| 46 | AMGN | Amgen Inc | -0.3% | -0.19% | 减仓 |
| 47 | HCC | Warrior Met Coal Inc | -0.4% | +0.75% | 加仓 |
| 48 | EAFEUR | Graftech International LTD | -0.6% | EXIT | 清仓 |
| 49 | QCOM | Qualcomm Inc | -1.9% | +1.22% | 加仓 |
| 50 | NVDA | Nvidia CORP | -2.3% | -0.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，O'Keefe Stevens Advisory, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$4.9亿，共申报了 72 个公开持股仓位。
在 Q3 2024 季度，O'Keefe Stevens Advisory, Inc. 按市值排列的前三大核心持股分别为：NVDA (18.7%)、QCOM (6.9%)、HCC (5.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 18.7% 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
SWX
市值: US$59.9万
本季最大获利了结 / 清仓标的
EAFEUR
前期市值: US$175.4万
在 Q3 2024 季度中，O'Keefe Stevens Advisory, Inc. 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 33 个仓位、减仓 8 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SWX。 本季清仓仓位包含 EAFEUR。
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。