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: 0001564770
申报总市值
US$12.3亿
US$12.3亿
212 檔
21.4%
在 Q4 2024 申报期间，Oxbow Advisors, LLC（CIK: 0001564770）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$12.3亿，共持有 212 个公开申报仓位。
Oxbow Advisors, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 14 档持股的同时，亦同步清仓 9 档并减仓 14 档标的。
在资产配置集中度方面，Oxbow Advisors, LLC 的前 5 大核心持股（包含 TBIL, IAU, EPD 等）合计占整体申报市值的 21.4%，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 212 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 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 13.12% | -0.01% | +44.71% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 5.62% | -0.35% | -0.49% | |
| 3 | EPD | Enterprise Products Partners | 股票-能源 | 4.98% | -0.30% | -0.88% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.04% | +2.38% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.37% | +0.26% | +2.00% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.25% | +0.40% | +7.10% | |
| 7 | MPLX | Mplx LP | 股票-能源 | 2.25% | -0.09% | -0.25% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 1.94% | — | +13.51% | |
| 9 | RGLD | Royal Gold Inc | 股票-原材料 | 1.78% | -0.24% | +2.36% | |
| 10 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.76% | -0.02% | -88.95% | |
| 11 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.63% | -0.30% | -0.55% | |
| 12 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 1.59% | +0.01% | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | +0.11% | +0.28% | |
| 14 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.40% | +0.02% | +0.73% | |
| 15 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.39% | -0.02% | +12.86% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 1.36% | — | -4.66% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 1.14% | -0.01% | -1.79% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | -0.25% | -1.59% | |
| 19 | WMB | Williams Cos Inc | 股票-能源 | 1.12% | — | -36.70% | |
| 20 | MCO | Moody's CORP | 股票-金融 | 1.11% | +0.01% | -1.55% | |
| 21 | ET | Energy Transfer LP | 股票-能源 | 1.09% | -0.03% | +0.30% | |
| 22 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.02% | -0.23% | +0.65% | |
| 23 | COP | Conocophillips | 股票-能源 | 0.97% | -0.21% | +145.51% | |
| 24 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.97% | -0.03% | +0.86% | |
| 25 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.96% | -0.01% | -47.66% | |
| 26 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.93% | — | -0.22% | |
| 27 | DOC | Healthpeak Properties Inc | 股票-房地产 | 0.90% | — | +1.08% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.89% | +0.12% | +400.59% | |
| 29 | UL | Unilever PLC | 股票-非周期性消费 | 0.88% | — | +4.29% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.83% | -0.11% | +2.28% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.83% | -0.16% | +6.58% | |
| 32 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.81% | +0.05% | +6.87% | |
| 33 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.78% | — | +0.63% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.73% | +0.01% | +10.98% | |
| 35 | UGI | Ugi CORP | 股票-公用事业 | 0.73% | -0.05% | +0.15% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.01% | +0.52% | |
| 37 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 0.69% | -0.01% | -51.96% | |
| 38 | EOG | Eog Resources Inc | 股票-能源 | 0.64% | -0.08% | +10.81% | |
| 39 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.64% | — | — | |
| 40 | NTR | Nutrien LTD | 股票-原材料 | 0.63% | -0.98% | EXIT | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.63% | +0.01% | -2.33% | |
| 42 | CI | THE Cigna Group | 股票-医疗保健 | 0.62% | — | +17.48% | |
| 43 | LNG | Cheniere Energy Inc | 股票-能源 | 0.62% | -0.23% | +0.23% | |
| 44 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.61% | -0.04% | -58.61% | |
| 45 | NEM | Newmont CORP | 股票-原材料 | 0.61% | -0.02% | EXIT | |
| 46 | SNY | Sanofi-adr | 股票-医疗保健 | 0.59% | — | +4.79% | |
| 47 | MOS | Mosaic Co/the | 股票-原材料 | 0.59% | — | +0.64% | |
| 48 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.57% | -0.08% | -1.23% | |
| 49 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.55% | — | -2.53% | |
| 50 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.52% | — | +768.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TBIL | F/m US Treasury 3 Month Bill | +5.5% | +44.71% | 加仓 |
| 2 | BA 6 10-15-27债券 | Boeing Co/the | +1.6% | NEW | 新建仓 |
| 3 | EPD | Enterprise Products Partners | +1.1% | -0.88% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +1% | +7.10% | 加仓 |
| 5 | AAPL | Apple Inc | +0.8% | +2.00% | 加仓 |
| 6 | AMLP | Alerian Mlp ETF | +0.7% | +400.59% | 加仓 |
| 7 | LYB | LyondellBasell Industries N.V. | +0.6% | NEW | 新建仓 |
| 8 | COP | Conocophillips | +0.6% | +145.51% | 加仓 |
| 9 | MA | Mastercard Inc - A | +0.6% | +13.51% | 加仓 |
| 10 | MPLX | Mplx LP | +0.5% | -0.25% | 减仓 |
| 11 | AR | Antero Resources CORP | +0.5% | NEW | 新建仓 |
| 12 | ACGL | Arch Capital Group Ltd. | +0.5% | NEW | 新建仓 |
| 13 | ZTS | Zoetis Inc | +0.5% | +768.09% | 加仓 |
| 14 | VICI | Vici Properties Inc | +0.5% | NEW | 新建仓 |
| 15 | NOG | Northern Oil And Gas Inc | +0.4% | NEW | 新建仓 |
| 16 | RIO | Rio Tinto Plc-spon Adr | +0.4% | NEW | 新建仓 |
| 17 | V | Visa Inc-class A Shares | +0.4% | +0.28% | 加仓 |
| 18 | PAAS | Pan American Silver CORP | +0.4% | NEW | 新建仓 |
| 19 | ORLY | O'reilly Automotive Inc | +0.4% | +12.86% | 加仓 |
| 20 | NOW | Servicenow Inc | +0.4% | -4.66% | 减仓 |
| 21 | ET | Energy Transfer LP | +0.3% | +0.30% | 加仓 |
| 22 | AEP | American Electric Power | +0.3% | NEW | 新建仓 |
| 23 | NEE | Nextera Energy Inc | +0.3% | NEW | 新建仓 |
| 24 | CL | Colgate-palmolive Co | +0.3% | NEW | 新建仓 |
| 25 | CTVA | Corteva Inc | +0.3% | NEW | 新建仓 |
| 26 | WPM | Wheaton Precious Metals CORP | +0.3% | +423.65% | 加仓 |
| 27 | EXPE | Expedia Group Inc | +0.3% | +6.87% | 加仓 |
| 28 | UHS | Universal Health Services-b | +0.3% | NEW | 新建仓 |
| 29 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | +1162.44% | 加仓 |
| 30 | ADBE | Adobe Inc | — | -1.79% | 减仓 |
| 31 | GSK | Gsk Plc-spon Adr | 0% | -2.53% | 减仓 |
| 32 | ELV | Elevance Health Inc | 0% | +11.00% | 加仓 |
| 33 | WMB | Williams Cos Inc | -0.1% | -36.70% | 减仓 |
| 34 | NEM | Newmont CORP | -0.2% | -5.35% | 减仓 |
| 35 | GSY | Invesco Ultra Short Duration | -0.2% | EXIT | 清仓 |
| 36 | ETR | Entergy CORP | -0.2% | -17.56% | 减仓 |
| 37 | FANG | Diamondback Energy Inc | -0.3% | EXIT | 清仓 |
| 38 | KMI | Kinder Morgan, Inc. | -0.4% | -58.61% | 减仓 |
| 39 | JPST | Jpmorgan Ultra-short Income | -0.5% | -75.32% | 减仓 |
| 40 | DG | Dollar General CORP | -0.5% | EXIT | 清仓 |
| 41 | PAGP | Plains Gp Holdings Lp-cl A | -0.5% | -51.96% | 减仓 |
| 42 | MRK | Merck & Co. Inc. | -0.6% | EXIT | 清仓 |
| 43 | KO | Coca-cola Co/the | -0.6% | EXIT | 清仓 |
| 44 | WFC 7.5 PERP L债券 | Wells Fargo & Company | -0.7% | -47.66% | 减仓 |
| 45 | EWU | Ishares Msci United Kingdom | -0.8% | EXIT | 清仓 |
| 46 | BAC 7.25 PERP L债券 | Bank Of America CORP | -1% | -96.07% | 减仓 |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | -1.1% | EXIT | 清仓 |
| 48 | TLT | Ishares 20+ Year Treasury Bd | -1.9% | EXIT | 清仓 |
| 49 | EDV | Vanguard Extended Dur Treas | -5.2% | EXIT | 清仓 |
| 50 | TFLO | Ishares Treasury Floating Ra | -11.7% | -88.95% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Oxbow Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$12.3亿，共申报了 212 个公开持股仓位。
在 Q4 2024 季度，Oxbow Advisors, LLC 按市值排列的前三大核心持股分别为：TBIL (13.1%)、IAU (5.6%)、EPD (5.0%)。其中最大持股仓位 TBIL 占据整体投资组合约 13.1% 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
BA 6 10-15-27
市值: US$1353.2万
本季最大获利了结 / 清仓标的
EDV
前期市值: US$5212.9万
在 Q4 2024 季度中，Oxbow Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 13 个仓位、加仓 14 个仓位、减仓 14 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 BA 6 10-15-27。 本季清仓仓位包含 EDV。
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。