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
73 檔
26.8%
截至 Q4 2024 季度末，O'Keefe Stevens Advisory, Inc. 的美股持仓估值约为 US$4.9亿，全数申报仓位共有 73 档。
在 Q4 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 4 个新仓位，并对 40 个既有持股进行加仓（合计增持 44 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, BGC 等）合计占整体申报市值的 26.8%，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 | 20.23% | -0.88% | -4.42% | |
| 2 | QCOM | Qualcomm Inc | 股票-科技 | 6.49% | +0.12% | +2.32% | |
| 3 | BGC | Bgc Group Inc-a | 股票-金融 | 4.61% | -0.34% | +3.83% | |
| 4 | GLW | Corning Inc | 股票-科技 | 4.54% | +2.04% | +0.15% | |
| 5 | HCC | Warrior Met Coal Inc | 股票-原材料 | 4.50% | -1.89% | +1.01% | |
| 6 | DFIN | Donnelley Financial Solution | 股票-其他 | 4.33% | — | +1.35% | |
| 7 | L | Loews CORP | 股票-金融 | 4.28% | -0.45% | -0.20% | |
| 8 | AMGN | Amgen Inc | 股票-医疗保健 | 3.87% | -0.66% | +0.96% | |
| 9 | SKT | Tanger Inc | 股票-房地产 | 3.79% | — | -2.39% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.75% | -0.28% | +0.27% | |
| 11 | LAZ | Lazard Inc | 股票-金融 | 3.36% | — | +1.14% | |
| 12 | WY | Weyerhaeuser Co | 股票-房地产 | 3.00% | -0.42% | +3.82% | |
| 13 | AER | AerCap Holdings N.V. | 股票-工业 | 2.77% | -0.39% | +11.02% | |
| 14 | KIM | Kimco Realty CORP | 股票-房地产 | 2.74% | — | +1.01% | |
| 15 | T86 | Tri Pointe Homes Inc | 股票-其他 | 2.68% | — | +3.59% | |
| 16 | FPH | Five Point Holdings Llc-cl A | 股票-其他 | 2.55% | +0.01% | +8.11% | |
| 17 | MTB | M & T Bank CORP | 股票-金融 | 2.54% | -0.08% | +1.72% | |
| 18 | SPHR | Sphere Entertainment Co | 股票-通信服务 | 2.40% | +1.11% | +2.48% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.01% | -0.09% | EXIT | |
| 20 | PRGO | Perrigo Company plc | 股票-医疗保健 | 1.58% | -0.17% | +8.55% | |
| 21 | SCL | Stepan Co | 股票-其他 | 1.25% | +0.04% | +2.92% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 1.25% | +0.05% | +16.81% | |
| 23 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 1.14% | -0.17% | +2.17% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.45% | +8.50% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 0.84% | -0.22% | +0.50% | |
| 26 | PFE | Pfizer Inc | 股票-医疗保健 | 0.79% | -0.18% | +47.80% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.05% | +15.08% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 0.40% | -0.01% | +24.62% | |
| 29 | PAYX | Paychex Inc | 股票-科技 | 0.38% | -0.02% | -0.25% | |
| 30 | ENB | Enbridge Inc | 股票-能源 | 0.28% | -0.07% | +39.98% | |
| 31 | BLK | Blackrock Inc | 股票-金融 | 0.27% | -0.05% | — | |
| 32 | SWX | Southwest Gas Holdings Inc | 股票-公用事业 | 0.26% | -0.06% | +44.99% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 0.26% | — | +23.56% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.24% | — | +33.29% | |
| 35 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.23% | -0.05% | +37.48% | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 0.23% | -0.06% | +31.19% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.22% | -0.07% | +41.47% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.21% | -0.02% | +49.25% | |
| 39 | APA | Apa CORP | 股票-能源 | 0.21% | -0.12% | +1.28% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.21% | — | +43.40% | |
| 41 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.20% | -0.22% | +62.98% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.20% | -0.03% | +45.33% | |
| 43 | MDT | Medtronic plc | 股票-医疗保健 | 0.18% | -0.06% | +37.41% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.18% | -0.09% | +38.64% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.18% | -0.03% | — | |
| 46 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.17% | -0.01% | +53.76% | |
| 47 | OMC | Omnicom Group | 股票-通信服务 | 0.17% | -0.04% | +40.49% | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.16% | +0.07% | NEW | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | -0.03% | -1.20% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.15% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -4.42% | 减仓 |
| 2 | L | Loews CORP | +0.4% | -0.20% | 减仓 |
| 3 | AER | AerCap Holdings N.V. | +0.4% | +11.02% | 加仓 |
| 4 | GLW | Corning Inc | +0.3% | +0.15% | 加仓 |
| 5 | BLK | Blackrock Inc | +0.3% | NEW | 新建仓 |
| 6 | MTB | M & T Bank CORP | +0.2% | +1.72% | 加仓 |
| 7 | PFE | Pfizer Inc | +0.2% | +47.80% | 加仓 |
| 8 | BGC | Bgc Group Inc-a | +0.2% | +3.83% | 加仓 |
| 9 | LAZ | Lazard Inc | +0.2% | +1.14% | 加仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +15.08% | 加仓 |
| 11 | CLMT | Calumet Inc | +0.1% | NEW | 新建仓 |
| 12 | PRGO | Perrigo Company plc | +0.1% | +8.55% | 加仓 |
| 13 | UNP | Union Pacific CORP | +0.1% | +16.81% | 加仓 |
| 14 | AAPL | Apple Inc | +0.1% | +24.62% | 加仓 |
| 15 | KIM | Kimco Realty CORP | +0.1% | +1.01% | 加仓 |
| 16 | ETR | Entergy CORP | +0.1% | NEW | 新建仓 |
| 17 | ENB | Enbridge Inc | +0.1% | +39.98% | 加仓 |
| 18 | WMB | Williams Cos Inc | +0.1% | +31.19% | 加仓 |
| 19 | SWX | Southwest Gas Holdings Inc | +0.1% | +44.99% | 加仓 |
| 20 | TKO | Tko Group Holdings Inc | +0.1% | NEW | 新建仓 |
| 21 | APD | Air Products & Chemicals Inc | +0.1% | +37.48% | 加仓 |
| 22 | UPS | United Parcel Service-cl B | +0.1% | +49.25% | 加仓 |
| 23 | SBUX | Starbucks CORP | +0.1% | +43.40% | 加仓 |
| 24 | DUK | Duke Energy CORP | +0.1% | +41.47% | 加仓 |
| 25 | PM | Philip Morris International | +0.1% | +23.56% | 加仓 |
| 26 | KO | Coca-cola Co/the | +0.1% | +45.33% | 加仓 |
| 27 | GPC | Genuine Parts Co | +0.1% | +53.76% | 加仓 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.27% | 加仓 |
| 29 | CMCSA | Comcast Corp-class A | 0% | +33.29% | 加仓 |
| 30 | MDT | Medtronic plc | 0% | +37.41% | 加仓 |
| 31 | HII | Huntington Ingalls Industrie | 0% | +62.98% | 加仓 |
| 32 | ROKU | Roku Inc | 0% | +39.48% | 加仓 |
| 33 | OMC | Omnicom Group | 0% | +40.49% | 加仓 |
| 34 | FPH | Five Point Holdings Llc-cl A | 0% | +8.11% | 加仓 |
| 35 | LMT | Lockheed Martin CORP | 0% | +38.64% | 加仓 |
| 36 | BABA | Alibaba Group Holding-sp Adr | 0% | +19.96% | 加仓 |
| 37 | AMAT | Applied Materials Inc | -0.1% | -4.66% | 减仓 |
| 38 | DFIN | Donnelley Financial Solution | -0.1% | +1.35% | 加仓 |
| 39 | RH | Rh | -0.1% | EXIT | 清仓 |
| 40 | SPHR | Sphere Entertainment Co | -0.1% | +2.48% | 加仓 |
| 41 | PSX | Phillips 66 | -0.1% | +0.50% | 加仓 |
| 42 | ARCO | Arcos Dorados Holdings Inc. | -0.2% | +2.17% | 加仓 |
| 43 | SCL | Stepan Co | -0.2% | +2.92% | 加仓 |
| 44 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清仓 |
| 45 | QCOM | Qualcomm Inc | -0.4% | +2.32% | 加仓 |
| 46 | WY | Weyerhaeuser Co | -0.4% | +3.82% | 加仓 |
| 47 | T86 | Tri Pointe Homes Inc | -0.5% | +3.59% | 加仓 |
| 48 | HCC | Warrior Met Coal Inc | -0.6% | +1.01% | 加仓 |
| 49 | AMGN | Amgen Inc | -0.8% | +0.96% | 加仓 |
| 50 | WBD | Warner Bros Discovery Inc | -2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，O'Keefe Stevens Advisory, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$4.9亿，共申报了 73 个公开持股仓位。
在 Q4 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 (20.2%)、QCOM (6.5%)、BGC (4.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 20.2% 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
BLK
市值: US$86.9万
本季最大获利了结 / 清仓标的
WBD
前期市值: US$652.8万
在 Q4 2024 季度中，O'Keefe Stevens Advisory, Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 40 个仓位、减仓 3 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 WBD。
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。