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: 0001269119
申报总市值
US$96.3亿
US$96.3亿
1159 檔
9.5%
在 Q3 2024 申报期间，Oppenheimer Asset Management Inc.（CIK: 0001269119）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$96.3亿，共持有 1159 个公开申报仓位。
在 Q3 2024，Oppenheimer Asset Management 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 29 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Oppenheimer Asset Management Inc. 的前 5 大核心持股（包含 MSFT, BIL, AMZN 等）合计占整体申报市值的 9.5%，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 1159 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 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.31% | -1.80% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.11% | -0.31% | -2.65% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.09% | — | -1.65% | |
| 4 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.72% | +0.54% | +34.58% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.54% | +0.12% | +24.45% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | +0.04% | -1.80% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | -0.06% | +0.98% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | +0.12% | -0.79% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.24% | -0.40% | +10.39% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | -0.16% | +0.36% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | -0.04% | -10.35% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 1.06% | -0.10% | +10.04% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 0.98% | -0.17% | +0.22% | |
| 14 | C | Citigroup Inc | 股票-金融 | 0.98% | -0.23% | -12.33% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | +0.04% | -5.96% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.91% | -0.15% | +3.04% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | +0.08% | -6.82% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | +0.02% | -1.73% | |
| 19 | LBTYA | Liberty Global Ltd. | 股票-其他 | 0.76% | -0.07% | +0.01% | |
| 20 | MGA | Magna International Inc | 股票-周期性消费 | 0.68% | +0.07% | +14.46% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 0.68% | -0.01% | +13.71% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.67% | -0.11% | +8.96% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.66% | +0.12% | +828.00% | |
| 24 | GM | General Motors Co | 股票-周期性消费 | 0.66% | -0.01% | -14.88% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 0.65% | -0.18% | +0.33% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.62% | +0.21% | -2.18% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.61% | +0.22% | -1.35% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | -0.17% | -1.25% | |
| 29 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.60% | -0.29% | -0.43% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 0.59% | -0.04% | -4.46% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.59% | -0.08% | +0.08% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.09% | +79.63% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.58% | -0.02% | +10.99% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.57% | -0.10% | +0.68% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.56% | +0.09% | +0.96% | |
| 36 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.56% | -0.17% | -0.79% | |
| 37 | FDX | Fedex CORP | 股票-工业 | 0.55% | -0.14% | -0.24% | |
| 38 | THO | Thor Industries Inc | 股票-周期性消费 | 0.51% | -0.01% | -0.26% | |
| 39 | UL | Unilever PLC | 股票-非周期性消费 | 0.51% | — | -0.26% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | +0.17% | -1.36% | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.49% | +0.01% | +1.43% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.13% | +1.44% | |
| 43 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.47% | -0.05% | +0.08% | |
| 44 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.47% | +0.07% | -29.03% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.47% | -0.04% | -1.69% | |
| 46 | GD | General Dynamics CORP | 股票-工业 | 0.45% | -0.04% | +0.50% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.44% | +0.08% | +0.21% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.44% | -0.02% | +0.23% | |
| 49 | T | At&t Inc | 股票-通信服务 | 0.43% | -0.12% | -0.28% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.42% | +0.26% | -0.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | +0.4% | +34.58% | 加仓 |
| 2 | AAPL | Apple Inc | +0.4% | +24.45% | 加仓 |
| 3 | ORCL | Oracle CORP | +0.3% | +79.63% | 加仓 |
| 4 | RTX | Rtx CORP | +0.2% | +10.04% | 加仓 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +128.56% | 加仓 |
| 6 | IWM | Ishares Russell 2000 ETF | +0.2% | +146.25% | 加仓 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.1% | +86.86% | 加仓 |
| 8 | TEL | TE Connectivity plc | +0.1% | NEW | 新建仓 |
| 9 | SHOP | Shopify Inc - Class A | +0.1% | +42.27% | 加仓 |
| 10 | MSCI | Msci Inc | +0.1% | +39.85% | 加仓 |
| 11 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建仓 |
| 12 | EPAM | Epam Systems Inc | +0.1% | NEW | 新建仓 |
| 13 | LBTYA | Liberty Global Ltd. | +0.1% | +0.01% | 加仓 |
| 14 | QCOM | Qualcomm Inc | +0.1% | +124.91% | 加仓 |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | +8.96% | 加仓 |
| 16 | WDAY | Workday Inc-class A | +0.1% | +37.23% | 加仓 |
| 17 | CAT | Caterpillar Inc | +0.1% | +33.48% | 加仓 |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +129.94% | 加仓 |
| 19 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建仓 |
| 20 | MA | Mastercard Inc - A | +0.1% | +3.04% | 加仓 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +0.09% | 加仓 |
| 22 | CMG | Chipotle Mexican Grill Inc | +0.1% | +61.35% | 加仓 |
| 23 | PAYC | Paycom Software Inc | +0.1% | +35.57% | 加仓 |
| 24 | KEYS | Keysight Technologies In | +0.1% | +318.82% | 加仓 |
| 25 | NOW | Servicenow Inc | +0.1% | +0.22% | 加仓 |
| 26 | HD | Home Depot Inc | +0.1% | +0.68% | 加仓 |
| 27 | LOW | Lowe's Cos Inc | +0.1% | +0.08% | 加仓 |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | +5.82% | 加仓 |
| 29 | JNJ | Johnson & Johnson | +0.1% | +0.36% | 加仓 |
| 30 | ACN | Accenture plc | +0.1% | +0.08% | 加仓 |
| 31 | UL | Unilever PLC | +0.1% | -0.26% | 减仓 |
| 32 | KVUE | Kenvue Inc | +0.1% | -1.20% | 减仓 |
| 33 | THO | Thor Industries Inc | +0.1% | -0.26% | 减仓 |
| 34 | MGA | Magna International Inc | 0% | +14.46% | 加仓 |
| 35 | V | Visa Inc-class A Shares | 0% | +0.98% | 加仓 |
| 36 | IHAK | Ishares Cybersecurity & Tech | -0.1% | EXIT | 清仓 |
| 37 | TEL | TE Connectivity plc | -0.1% | EXIT | 清仓 |
| 38 | DXCM | Dexcom Inc | -0.1% | -40.32% | 减仓 |
| 39 | INTC | Intel CORP | -0.1% | -63.13% | 减仓 |
| 40 | MMM | 3m Co | -0.1% | -97.86% | 减仓 |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | -0.2% | -50.79% | 减仓 |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +0.96% | 加仓 |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.2% | -50.83% | 减仓 |
| 44 | GM | General Motors Co | -0.2% | -14.88% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.2% | -6.82% | 减仓 |
| 46 | GOOG | Alphabet Inc-cl C | -0.2% | -5.96% | 减仓 |
| 47 | C | Citigroup Inc | -0.2% | -12.33% | 减仓 |
| 48 | AMZN | Amazon.com Inc | -0.3% | -1.65% | 减仓 |
| 49 | CRM | Salesforce Inc | -0.3% | -42.23% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.4% | -1.80% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Oppenheimer Asset Management Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$96.3亿，共申报了 1159 个公开持股仓位。
在 Q3 2024 季度，Oppenheimer Asset Management Inc. 按市值排列的前三大核心持股分别为：MSFT (3.5%)、BIL (2.1%)、AMZN (2.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.5% 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
TEL
市值: US$1047.1万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$860.6万
在 Q3 2024 季度中，Oppenheimer Asset Management Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 29 个仓位、减仓 15 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 TEL。 本季清仓仓位包含 TEL。
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。