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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001633207
申报总市值
US$6.4亿
US$6.4亿
249 檔
13.7%
在 Q4 2024 的 13F 官方备案中，Patten Group, Inc. 管理的美股投资组合规模来到 US$6.4亿，整体持股档数为 249 档。
Patten Group, Inc. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 18 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，Patten Group, Inc. 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 13.7%，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 249 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 | NVDA | Nvidia CORP | 股票-科技 | 5.74% | +0.26% | -6.21% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.26% | +0.16% | -4.72% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.13% | -0.19% | +0.02% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.90% | +0.02% | -1.29% | |
| 5 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.48% | -0.07% | -0.88% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.16% | -0.15% | -0.55% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.96% | +0.10% | +7.47% | |
| 8 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.83% | +0.01% | +1.30% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.76% | -0.02% | +1.11% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.68% | — | -3.28% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.67% | +0.01% | -0.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.26% | -0.15% | |
| 13 | ETN | Eaton Corporation plc | 股票-工业 | 1.11% | +0.03% | -2.63% | |
| 14 | SUB | Ishares Short-term National | ETF-其他 | 1.02% | -0.10% | +10.65% | |
| 15 | CARR | Carrier Global CORP | 股票-工业 | 1.00% | +0.09% | -0.95% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 0.97% | -0.15% | +1.18% | |
| 17 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型股与成长 | 0.96% | -0.05% | EXIT | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.92% | -0.03% | +56.00% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | +0.30% | +0.12% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.86% | -0.03% | +21.57% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.84% | -0.13% | -11.85% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | +0.17% | -10.14% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.81% | -0.19% | +16.99% | |
| 24 | XYL | Xylem Inc | 股票-工业 | 0.80% | -0.07% | -0.65% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.21% | +0.59% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | +0.16% | -2.81% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.76% | -0.04% | -0.26% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.24% | -0.01% | |
| 29 | EMR | Emerson Electric Co | 股票-工业 | 0.75% | -0.03% | +3.34% | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 0.75% | -0.10% | -0.29% | |
| 31 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.74% | — | -2.98% | |
| 32 | LIN | Linde plc | 股票-原材料 | 0.74% | -0.04% | -0.73% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.06% | -3.86% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.72% | -0.02% | +9.18% | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.71% | +0.13% | +9.02% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | +0.02% | +3.20% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.67% | -0.04% | +13.62% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.67% | +0.01% | +4.97% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.64% | -0.26% | +12.37% | |
| 40 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.64% | +0.07% | +1.90% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.63% | -0.02% | -3.61% | |
| 42 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.59% | -0.09% | -5.51% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 0.57% | -0.16% | +16.10% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | -0.07% | -3.34% | |
| 45 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.56% | — | +9.45% | |
| 46 | VMC | Vulcan Materials Co | 股票-原材料 | 0.55% | -0.02% | -1.84% | |
| 47 | WMT | Walmart Inc | 股票-非周期性消费 | 0.55% | -0.11% | -2.34% | |
| 48 | ADSK | Autodesk Inc | 股票-科技 | 0.54% | -0.14% | +32.89% | |
| 49 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.54% | -0.09% | -15.49% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | -0.34% | -23.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.6% | +7.47% | 加仓 |
| 2 | V | Visa Inc-class A Shares | +0.3% | -1.29% | 减仓 |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +56.00% | 加仓 |
| 4 | SCHP | Schwab U.s. Tips ETF | +0.2% | NEW | 新建仓 |
| 5 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.2% | NEW | 新建仓 |
| 6 | NVDA | Nvidia CORP | +0.2% | -6.21% | 减仓 |
| 7 | TTEK | Tetra Tech Inc | +0.2% | NEW | 新建仓 |
| 8 | XLC | Ss Comm Select Sector Spdr | +0.2% | +59.88% | 加仓 |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | NEW | 新建仓 |
| 10 | ADSK | Autodesk Inc | +0.2% | +32.89% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.2% | +9.02% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -3.28% | 减仓 |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +21.57% | 加仓 |
| 14 | ECG | Everus Construction Group | +0.1% | NEW | 新建仓 |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.55% | 减仓 |
| 16 | VGIT | Vanguard Intermediate-term T | +0.1% | +117.79% | 加仓 |
| 17 | JPST | Jpmorgan Ultra-short Income | +0.1% | +16.99% | 加仓 |
| 18 | EMR | Emerson Electric Co | +0.1% | +3.34% | 加仓 |
| 19 | AZO | Autozone Inc | +0.1% | +205.48% | 加仓 |
| 20 | AAPL | Apple Inc | +0.1% | -4.72% | 减仓 |
| 21 | IAU | Ishares Gold Trust | +0.1% | NEW | 新建仓 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +8.07% | 加仓 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +0.12% | 加仓 |
| 24 | PNW | Pinnacle West Capital Corporation | +0.1% | +6.66% | 加仓 |
| 25 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 26 | SUB | Ishares Short-term National | +0.1% | +10.65% | 加仓 |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +29.25% | 加仓 |
| 28 | OMC | Omnicom Group | -0.1% | -18.06% | 减仓 |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | -27.73% | 减仓 |
| 30 | LLY | Eli Lilly & Co | -0.1% | -2.26% | 减仓 |
| 31 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -3.61% | 减仓 |
| 32 | APTV | Aptiv PLC | -0.1% | EXIT | 清仓 |
| 33 | QCOM | Qualcomm Inc | -0.1% | -7.73% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.1% | +0.02% | 加仓 |
| 35 | AWK | American Water Works Co Inc | -0.1% | -27.58% | 减仓 |
| 36 | LIN | Linde plc | -0.1% | -0.73% | 减仓 |
| 37 | PEP | Pepsico Inc | -0.1% | -5.51% | 减仓 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -3.86% | 减仓 |
| 39 | NEE | Nextera Energy Inc | -0.1% | -5.36% | 减仓 |
| 40 | BAB | Invesco Taxable Municipal Bo | -0.1% | -15.49% | 减仓 |
| 41 | XYL | Xylem Inc | -0.1% | -0.65% | 减仓 |
| 42 | KMB | Kimberly-clark CORP | -0.1% | +1.30% | 加仓 |
| 43 | NEM | Newmont CORP | -0.2% | +3.67% | 加仓 |
| 44 | BND | Vanguard Total Bond Market | -0.2% | -11.85% | 减仓 |
| 45 | AZNN | Astrazeneca Plc-spons Adr | -0.2% | -2.98% | 减仓 |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.2% | -23.83% | 减仓 |
| 47 | CARR | Carrier Global CORP | -0.2% | -0.95% | 减仓 |
| 48 | IDXX | Idexx Laboratories Inc | -0.2% | -12.17% | 减仓 |
| 49 | ADBE | Adobe Inc | -0.3% | -49.48% | 减仓 |
| 50 | KO | Coca-cola Co/the | -0.4% | -0.88% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Patten Group, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$6.4亿，共申报了 249 个公开持股仓位。
在 Q4 2024 季度，Patten Group, Inc. 按市值排列的前三大核心持股分别为：NVDA (5.7%)、AAPL (4.3%)、MSFT (4.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.7% 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
SCHP
市值: US$109.8万
本季最大获利了结 / 清仓标的
APTV
前期市值: US$43.5万
在 Q4 2024 季度中，Patten Group, Inc. 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 18 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 SCHP。 本季清仓仓位包含 APTV。
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。