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: 0001005607
申报总市值
US$18.0亿
US$18.0亿
221 檔
19.2%
根据最新整理的 13F 季度数据集，Osborne Partners Capital Management, LLC 于 Q3 2024 结束时的管理资产规模为 US$18.0亿。该机构在本季度申报了 221 档美股持仓，呈现出该时期的主要投资地图。
Osborne Partners Capital Management, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 22 档持股的同时，亦同步清仓 1 档并减仓 24 档标的。
在资产配置集中度方面，Osborne Partners Capital Management, LLC 的前 5 大核心持股（包含 VEU, AAPL, MSFT 等）合计占整体申报市值的 19.2%，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 221 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.19% | +1.24% | +0.93% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.66% | +0.05% | -3.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.13% | -0.93% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.11% | +0.53% | +1.25% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.20% | +0.21% | -0.03% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.96% | +0.30% | -0.60% | |
| 7 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.95% | +0.39% | +1.13% | |
| 8 | RWX | State Street Spdr Dow Jones | ETF-其他 | 1.92% | +0.14% | +2.28% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.84% | -0.41% | -1.77% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.57% | -0.01% | +3.75% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | -0.02% | -3.31% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.48% | +0.47% | -0.36% | |
| 13 | EWN | Ishares Msci Netherlands ETF | ETF-其他 | 1.48% | +0.33% | +0.75% | |
| 14 | DHR | Danaher CORP | 股票-医疗保健 | 1.45% | -0.19% | -1.73% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | +0.16% | +0.11% | |
| 16 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 1.37% | -0.10% | +0.13% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | +0.26% | +0.90% | |
| 18 | DAX | Global X Dax Germany ETF | ETF-其他 | 1.31% | +0.16% | -1.21% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | +0.20% | -0.02% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | +0.05% | +0.47% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.07% | -0.11% | -1.66% | |
| 22 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.04% | -0.15% | -3.20% | |
| 23 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.04% | +0.09% | -0.52% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.01% | +0.06% | -0.24% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.00% | +0.02% | -1.11% | |
| 26 | INCO | Columbia India Consumer ETF | ETF-其他 | 1.00% | — | -5.79% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.97% | -0.16% | -22.71% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.76% | -0.46% | |
| 29 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 0.91% | -0.01% | +0.85% | |
| 30 | CNC | Centene CORP | 股票-医疗保健 | 0.90% | +0.01% | NEW | |
| 31 | GXC | State Street Spdr S&p China | ETF-新兴市场 | 0.90% | -0.01% | +2.97% | |
| 32 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.87% | +0.09% | +1.56% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.85% | +0.51% | +1.75% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | -0.12% | -0.78% | |
| 35 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.82% | +0.11% | -1.36% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.81% | -0.32% | — | |
| 37 | LNG | Cheniere Energy Inc | 股票-能源 | 0.79% | -0.21% | -31.50% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.77% | -0.10% | +12.02% | |
| 39 | CZR | Caesars Entertainment Inc | 股票-周期性消费 | 0.77% | +0.10% | +1.89% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.76% | -0.06% | +0.32% | |
| 41 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.76% | -0.08% | -10.49% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.05% | +0.14% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | -0.41% | -0.08% | |
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.75% | +0.22% | -0.89% | |
| 45 | BWA | Borgwarner Inc | 股票-周期性消费 | 0.74% | -0.26% | +0.54% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.81% | +0.76% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | +0.02% | +0.98% | |
| 48 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.70% | +0.21% | +2.82% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.69% | -0.79% | +0.25% | |
| 50 | POOL | Pool CORP | 股票-工业 | 0.69% | -0.02% | +1.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XYZ | Block Inc | +0.4% | NEW | 新建仓 |
| 2 | GPN | Global Payments Inc | +0.2% | +69.62% | 加仓 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +2.51% | 加仓 |
| 4 | VNQ | Vanguard Real Estate ETF | +0.2% | -0.03% | 减仓 |
| 5 | RWX | State Street Spdr Dow Jones | +0.2% | +2.28% | 加仓 |
| 6 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +0.93% | 加仓 |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.25% | 加仓 |
| 8 | GXC | State Street Spdr S&p China | +0.1% | +2.97% | 加仓 |
| 9 | VOO | Vanguard S&P 500 ETF | +0.1% | +105.37% | 加仓 |
| 10 | POOL | Pool CORP | +0.1% | +1.58% | 加仓 |
| 11 | CBRE | Cbre Group Inc - A | +0.1% | -1.05% | 减仓 |
| 12 | TCOM | Trip.com Group Ltd-adr | +0.1% | +2.48% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +0.47% | 加仓 |
| 14 | LOW | Lowe's Cos Inc | +0.1% | -0.99% | 减仓 |
| 15 | WMT | Walmart Inc | +0.1% | +0.25% | 加仓 |
| 16 | ADP | Automatic Data Processing | +0.1% | — | 不变 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.46% | 减仓 |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +12.02% | 加仓 |
| 19 | CNC | Centene CORP | +0.1% | -0.81% | 减仓 |
| 20 | NKE | Nike Inc -cl B | +0.1% | +0.54% | 加仓 |
| 21 | KVUE | Kenvue Inc | +0.1% | NEW | 新建仓 |
| 22 | AAPL | Apple Inc | +0.1% | -3.40% | 减仓 |
| 23 | DHR | Danaher CORP | +0.1% | -1.73% | 减仓 |
| 24 | DAX | Global X Dax Germany ETF | +0.1% | -1.21% | 减仓 |
| 25 | BWA | Borgwarner Inc | +0.1% | +0.54% | 加仓 |
| 26 | RTX | Rtx CORP | +0.1% | -3.65% | 减仓 |
| 27 | TMO | Thermo Fisher Scientific Inc | 0% | -1.11% | 减仓 |
| 28 | MELI | Mercadolibre Inc | 0% | -10.49% | 减仓 |
| 29 | KKR | Kkr & Co Inc | 0% | -6.70% | 减仓 |
| 30 | IAU | Ishares Gold Trust | 0% | -0.34% | 减仓 |
| 31 | APD | Air Products & Chemicals Inc | 0% | +0.06% | 加仓 |
| 32 | ABT | Abbott Laboratories | 0% | +0.32% | 加仓 |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | -0.52% | 减仓 |
| 34 | UNP | Union Pacific CORP | 0% | -0.78% | 减仓 |
| 35 | ICVT | Ishares Convertible Bond ETF | 0% | +2.82% | 加仓 |
| 36 | TLT | Ishares 20+ Year Treasury Bd | 0% | -0.24% | 减仓 |
| 37 | EWJ | Ishares Msci Japan ETF | — | +1.13% | 加仓 |
| 38 | VGK | Vanguard Ftse Europe ETF | — | -0.60% | 减仓 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.11% | 加仓 |
| 40 | HUM | Humana Inc | -0.1% | +0.91% | 加仓 |
| 41 | MGM | Mgm Resorts International | -0.1% | +2.30% | 加仓 |
| 42 | LW | Lamb Weston Holdings Inc | -0.1% | +5.71% | 加仓 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.2% | -1.36% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.02% | 减仓 |
| 45 | GOOG | Alphabet Inc-cl C | -0.2% | -0.36% | 减仓 |
| 46 | ✓ | Wns Holdings LTD | -0.3% | EXIT | 清仓 |
| 47 | CRM | Salesforce Inc | -0.3% | -22.71% | 减仓 |
| 48 | OHI | Omega Healthcare Investors | -0.3% | -86.14% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.4% | -0.93% | 减仓 |
| 50 | LNG | Cheniere Energy Inc | -0.4% | -31.50% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Osborne Partners Capital Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$18.0亿，共申报了 221 个公开持股仓位。
在 Q3 2024 季度，Osborne Partners Capital Management, LLC 按市值排列的前三大核心持股分别为：VEU (7.2%)、AAPL (3.7%)、MSFT (3.4%)。其中最大持股仓位 VEU 占据整体投资组合约 7.2% 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
XYZ
市值: US$656.0万
本季最大获利了结 / 清仓标的
WNS HOLDINGS LTD
前期市值: US$456.2万
在 Q3 2024 季度中，Osborne Partners Capital Management, LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 22 个仓位、减仓 24 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 XYZ。 本季清仓仓位包含 WNS HOLDINGS LTD。
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。