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: 0001323414
申报总市值
US$31.6亿
US$31.6亿
71 檔
18.3%
Pacific Heights Asset Management LLC 在 Q4 2024 季度的美股仓位总计估值为 US$31.6亿，分散于 71 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Pacific Heights Asset Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 28 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Pacific Heights Asset Management LLC 的前 5 大核心持股（包含 TPL, OVV, NTR 等）合计占整体申报市值的 18.3%，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 | TPL | Texas Pacific Land CORP | 股票-能源 | 12.45% | -1.67% | — | |
| 2 | OVV | Ovintiv Inc | 股票-能源 | 7.78% | -0.11% | +697.37% | |
| 3 | NTR | Nutrien LTD | 股票-原材料 | 7.38% | -0.21% | +462.07% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工业 | 6.09% | -0.26% | +163.79% | |
| 5 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 5.64% | +0.07% | -0.23% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.56% | -0.36% | — | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.48% | +0.42% | — | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.99% | -1.40% | -91.43% | |
| 9 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.87% | -0.01% | -53.85% | |
| 10 | CCJ | Cameco CORP | 股票-能源 | 1.75% | -0.21% | — | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.73% | -0.33% | +16.67% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.70% | -0.30% | +16.13% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | +0.43% | -61.05% | |
| 14 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.39% | +0.19% | — | |
| 15 | AFRM | Affirm Holdings Inc | 股票-金融 | 1.31% | +0.65% | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.26% | +16.67% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.23% | -0.08% | -40.54% | |
| 18 | COP | Conocophillips | 股票-能源 | 1.18% | -0.34% | +16.67% | |
| 19 | ADSK | Autodesk Inc | 股票-科技 | 1.17% | -0.23% | — | |
| 20 | ESS | Essex Property Trust Inc | 股票-房地产 | 1.17% | +0.11% | — | |
| 21 | KIM | Kimco Realty CORP | 股票-房地产 | 1.16% | +0.07% | -58.33% | |
| 22 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.15% | -0.04% | — | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | -0.02% | — | |
| 24 | FDX | Fedex CORP | 股票-工业 | 1.13% | -0.17% | +1.72% | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 1.09% | -0.02% | — | |
| 26 | PSX | Phillips 66 | 股票-能源 | 1.08% | -0.07% | +100.00% | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 1.03% | -0.03% | — | |
| 28 | MS | Morgan Stanley | 股票-金融 | 1.01% | +0.34% | +148.65% | |
| 29 | REG | Regency Centers CORP | 股票-房地产 | 1.00% | +0.06% | +100.00% | |
| 30 | CNQ | Canadian Natural Resources | 股票-能源 | 0.95% | -0.15% | +40.63% | |
| 31 | R | Ryder System Inc | 股票-工业 | 0.94% | +0.15% | +125.00% | |
| 32 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.91% | -0.05% | — | |
| 33 | UBER | Uber Technologies Inc | 股票-工业 | 0.91% | -0.04% | +18.92% | |
| 34 | CSR | Centerspace | 股票-其他 | 0.90% | — | — | |
| 35 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.90% | +0.08% | — | |
| 36 | DVN | Devon Energy CORP | 股票-能源 | 0.89% | -0.15% | +14.29% | |
| 37 | AMT | American Tower CORP | 股票-房地产 | 0.88% | -0.12% | +75.00% | |
| 38 | VNOMUSD | Viper Energy Inc-cl A | 股票-其他 | 0.84% | — | +42.86% | |
| 39 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.83% | +0.16% | +56.25% | |
| 40 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.80% | +0.02% | -53.13% | |
| 41 | MUR | Murphy Oil CORP | 股票-能源 | 0.80% | -0.14% | -71.43% | |
| 42 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.77% | +0.03% | — | |
| 43 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.76% | +0.07% | — | |
| 44 | PH | Parker Hannifin CORP | 股票-工业 | 0.71% | +0.06% | +23.81% | |
| 45 | PLD | Prologis Inc | 股票-房地产 | 0.63% | -0.03% | -16.67% | |
| 46 | FLR | Fluor CORP | 股票-工业 | 0.62% | +0.04% | — | |
| 47 | OUT | OUTFRONT Media Inc. | 股票-其他 | 0.62% | — | -43.75% | |
| 48 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.59% | +0.06% | — | |
| 49 | BIREF | Birchcliff Energy LTD | 股票-其他 | 0.54% | -0.16% | — | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | OVV | Ovintiv Inc | +7.2% | +697.37% | 加仓 |
| 2 | NTR | Nutrien LTD | +6.9% | +462.07% | 加仓 |
| 3 | LMT | Lockheed Martin CORP | +3.6% | +163.79% | 加仓 |
| 4 | TPL | Texas Pacific Land CORP | +1.6% | — | 不变 |
| 5 | AVGO | Broadcom Inc | +0.7% | — | 不变 |
| 6 | KIM | Kimco Realty CORP | +0.6% | -58.33% | 减仓 |
| 7 | AFRM | Affirm Holdings Inc | +0.4% | — | 不变 |
| 8 | PSX | Phillips 66 | +0.4% | +100.00% | 加仓 |
| 9 | SCHW | Schwab (charles) CORP | +0.3% | -40.54% | 减仓 |
| 10 | REG | Regency Centers CORP | +0.3% | +100.00% | 加仓 |
| 11 | OXY-WS | Occidental Petroleum-cw27 | +0.3% | +300.00% | 加仓 |
| 12 | VNOMUSD | Viper Energy Inc-cl A | +0.3% | +42.86% | 加仓 |
| 13 | AMT | American Tower CORP | +0.2% | +75.00% | 加仓 |
| 14 | CNQ | Canadian Natural Resources | +0.2% | +40.63% | 加仓 |
| 15 | IPGP | Ipg Photonics CORP | +0.2% | +375.00% | 加仓 |
| 16 | WSM | Williams-sonoma Inc | +0.1% | — | 不变 |
| 17 | CVX | Chevron CORP | +0.1% | +16.67% | 加仓 |
| 18 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +56.25% | 加仓 |
| 19 | BP | Bp Plc-spons Adr | +0.1% | +40.63% | 加仓 |
| 20 | R | Ryder System Inc | +0.1% | +125.00% | 加仓 |
| 21 | OUT | OUTFRONT Media Inc. | +0.1% | -43.75% | 减仓 |
| 22 | VALE | Vale Sa-sp Adr | +0.1% | +100.00% | 加仓 |
| 23 | LEN | Lennar Corp-a | +0.1% | -53.85% | 减仓 |
| 24 | V | Visa Inc-class A Shares | +0.1% | — | 不变 |
| 25 | APA | Apa CORP | +0.1% | +38.89% | 加仓 |
| 26 | DIS | Walt Disney Co/the | 0% | — | 不变 |
| 27 | COP | Conocophillips | 0% | +16.67% | 加仓 |
| 28 | DLR | Digital Realty Trust Inc | 0% | — | 不变 |
| 29 | STT | State Street CORP | 0% | — | 不变 |
| 30 | VNO | Vornado Realty Trust | — | — | 不变 |
| 31 | CCJ | Cameco CORP | 0% | — | 不变 |
| 32 | ADSK | Autodesk Inc | 0% | — | 不变 |
| 33 | XOM | Exxon Mobil CORP | 0% | +16.67% | 加仓 |
| 34 | ALEX | Alexander & Baldwin Inc | 0% | — | 不变 |
| 35 | FLR | Fluor CORP | 0% | — | 不变 |
| 36 | ALB | Albemarle CORP | 0% | +8.33% | 加仓 |
| 37 | FDX | Fedex CORP | -0.1% | +1.72% | 加仓 |
| 38 | RIO | Rio Tinto Plc-spon Adr | -0.1% | -53.13% | 减仓 |
| 39 | UDR | Udr Inc | -0.1% | — | 不变 |
| 40 | UMH | Umh Properties Inc | -0.1% | — | 不变 |
| 41 | HIW | Highwoods Properties Inc | -0.1% | — | 不变 |
| 42 | BXP | Bxp Inc | -0.1% | — | 不变 |
| 43 | INTC | Intel CORP | -0.1% | -71.43% | 减仓 |
| 44 | MUR | Murphy Oil CORP | -0.1% | -71.43% | 减仓 |
| 45 | WY | Weyerhaeuser Co | -0.1% | — | 不变 |
| 46 | WYNN | Wynn Resorts LTD | -0.1% | — | 不变 |
| 47 | FRT | Federal Realty Invs Trust | -0.1% | — | 不变 |
| 48 | AVB | Avalonbay Communities Inc | -0.1% | — | 不变 |
| 49 | BIREF | Birchcliff Energy LTD | -0.1% | — | 不变 |
| 50 | A | Agilent Technologies Inc | -0.1% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Pacific Heights Asset Management LLC 在 Q4 2024 季度的美股持仓总市值约为 US$31.6亿，共申报了 71 个公开持股仓位。
在 Q4 2024 季度，Pacific Heights Asset Management LLC 按市值排列的前三大核心持股分别为：TPL (12.4%)、OVV (7.8%)、NTR (7.4%)。其中最大持股仓位 TPL 占据整体投资组合约 12.4% 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。
本季最大获利了结 / 清仓标的
FCX
前期市值: US$1.1亿
在 Q4 2024 季度中，Pacific Heights Asset Management LLC 共进行了 41 项持仓异动，包含新建仓 0 个仓位、加仓 28 个仓位、减仓 13 个仓位以及清仓 0 个仓位。
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。