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: 0001511037
申报总市值
US$10.0亿
US$10.0亿
218 檔
12.6%
Q3 2024 季度申报显示，Patton Albertson Miller Group, LLC 披露的美股组合总市值为 US$10.0亿，涵盖 218 个不同之权益投资仓位。
在 Q3 2024，Patton Albertson Miller Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Patton Albertson Miller Group, LLC 的前 5 大核心持股（包含 NVDA, AAPL, ITOT 等）合计占整体申报市值的 12.6%，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 218 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 | 4.92% | -0.33% | -8.52% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.88% | -0.21% | -3.07% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.77% | -0.15% | -1.58% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.54% | -0.17% | -4.02% | |
| 5 | CVLG | Covenant Logistics Group Inc | 股票-其他 | 2.07% | +0.70% | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.72% | -0.22% | -5.44% | |
| 7 | URI | United Rentals Inc | 股票-工业 | 1.63% | +0.29% | -8.37% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.34% | -0.51% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 1.55% | +1.30% | -4.73% | |
| 10 | DHR | Danaher CORP | 股票-医疗保健 | 1.54% | -0.13% | -1.18% | |
| 11 | PWR | Quanta Services Inc | 股票-工业 | 1.51% | -0.01% | -6.23% | |
| 12 | PHM | Pultegroup Inc | 股票-周期性消费 | 1.46% | -0.03% | -7.92% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.46% | -0.22% | +1.86% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | -0.01% | +923.40% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.12% | -2.21% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.30% | +0.42% | +18.61% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | — | -2.04% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | +0.33% | +2.21% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.21% | -0.13% | +1.79% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.21% | -0.33% | -5.29% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.20% | -0.04% | -0.95% | |
| 22 | WAB | Wabtec CORP | 股票-工业 | 1.18% | -0.12% | -4.90% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.17% | -0.11% | -3.32% | |
| 24 | MCK | Mckesson CORP | 股票-医疗保健 | 1.17% | -0.34% | -4.89% | |
| 25 | IQLT | Ishares Msci International Q | ETF-其他 | 1.16% | -0.09% | -8.95% | |
| 26 | FISV | Fiserv Inc | 股票-其他 | 1.16% | -0.09% | -5.55% | |
| 27 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.14% | -0.16% | -5.95% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.14% | -0.14% | -5.84% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.12% | -0.06% | -5.94% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.11% | +0.21% | -0.71% | |
| 31 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.07% | -0.10% | -6.93% | |
| 32 | CMI | Cummins Inc | 股票-工业 | 1.07% | +0.08% | -5.16% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 1.04% | -0.10% | -4.09% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 1.02% | -0.08% | -0.25% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 1.01% | -0.12% | -2.20% | |
| 36 | ALL | Allstate CORP | 股票-金融 | 1.00% | -0.03% | -0.74% | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.99% | -0.11% | +0.08% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.98% | -0.33% | -0.75% | |
| 39 | TGT | Target CORP | 股票-周期性消费 | 0.98% | -0.03% | -2.44% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.97% | -0.05% | +1.42% | |
| 41 | ROP | Roper Technologies Inc | 股票-科技 | 0.96% | -0.15% | -2.38% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.95% | -0.05% | +0.61% | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.95% | -0.21% | +3.00% | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.91% | -0.02% | -13.25% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.05% | -5.77% | |
| 46 | MTCH | Match Group Inc | 股票-通信服务 | 0.88% | +0.02% | +1.19% | |
| 47 | HPQ | Hp Inc | 股票-科技 | 0.88% | -0.01% | -4.53% | |
| 48 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.87% | -0.07% | -3.69% | |
| 49 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.85% | -0.09% | +0.64% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.85% | +0.02% | -4.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SMCIUSD | Super Micro Computer Inc | +0.3% | NEW | 新建仓 |
| 2 | PHM | Pultegroup Inc | +0.2% | -7.92% | 减仓 |
| 3 | IBM | Intl Business Machines CORP | +0.2% | +4.30% | 加仓 |
| 4 | IYW | Ishares Ustechnology ETF | +0.2% | +18.61% | 加仓 |
| 5 | URI | United Rentals Inc | +0.2% | -8.37% | 减仓 |
| 6 | MTCH | Match Group Inc | +0.2% | +1.19% | 加仓 |
| 7 | GPN | Global Payments Inc | +0.2% | NEW | 新建仓 |
| 8 | PEG | Public Service Enterprise Gp | +0.1% | +0.08% | 加仓 |
| 9 | ALL | Allstate CORP | +0.1% | -0.74% | 减仓 |
| 10 | HD | Home Depot Inc | +0.1% | -0.25% | 减仓 |
| 11 | CSCO | Cisco Systems Inc | +0.1% | +2.21% | 加仓 |
| 12 | LOW | Lowe's Cos Inc | +0.1% | -5.95% | 减仓 |
| 13 | AAPL | Apple Inc | +0.1% | -3.07% | 减仓 |
| 14 | FISV | Fiserv Inc | +0.1% | -5.55% | 减仓 |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +16.24% | 加仓 |
| 16 | IGEB | Ishares Investment Grade Sys | +0.1% | NEW | 新建仓 |
| 17 | WMT | Walmart Inc | +0.1% | -5.29% | 减仓 |
| 18 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | NEW | 新建仓 |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +122.08% | 加仓 |
| 20 | PWR | Quanta Services Inc | +0.1% | -6.23% | 减仓 |
| 21 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | -4.02% | 减仓 |
| 22 | DHR | Danaher CORP | +0.1% | -1.18% | 减仓 |
| 23 | AVGO | Broadcom Inc | +0.1% | +923.40% | 加仓 |
| 24 | CMI | Cummins Inc | +0.1% | -5.16% | 减仓 |
| 25 | UNP | Union Pacific CORP | +0.1% | +1.42% | 加仓 |
| 26 | CVLG | Covenant Logistics Group Inc | +0.1% | — | 不变 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -5.44% | 减仓 |
| 28 | WAB | Wabtec CORP | +0.1% | -4.90% | 减仓 |
| 29 | ABBV | Abbvie Inc | +0.1% | -0.55% | 减仓 |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +1.86% | 加仓 |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | -3.32% | 减仓 |
| 32 | AOA | Ishares Core 80/20 Aggressiv | 0% | +1.79% | 加仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.27% | 加仓 |
| 34 | MA | Mastercard Inc - A | 0% | -4.09% | 减仓 |
| 35 | KO | Coca-cola Co/the | 0% | -5.84% | 减仓 |
| 36 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.58% | 减仓 |
| 37 | IYE | Ishares U.s. Energy ETF | -0.1% | EXIT | 清仓 |
| 38 | GOOG | Alphabet Inc-cl C | -0.1% | -0.94% | 减仓 |
| 39 | BG | Bunge Global SA | -0.1% | +0.33% | 加仓 |
| 40 | LKQ | Lkq CORP | -0.1% | -8.01% | 减仓 |
| 41 | CVX | Chevron CORP | -0.1% | -0.75% | 减仓 |
| 42 | MRK | Merck & Co. Inc. | -0.1% | +0.61% | 加仓 |
| 43 | MSFT | Microsoft CORP | -0.1% | -0.51% | 减仓 |
| 44 | ADBE | Adobe Inc | -0.2% | -5.77% | 减仓 |
| 45 | VLO | Valero Energy CORP | -0.2% | +3.00% | 加仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.04% | 减仓 |
| 47 | KLAC | Kla CORP | -0.3% | -4.73% | 减仓 |
| 48 | MCK | Mckesson CORP | -0.4% | -4.89% | 减仓 |
| 49 | INTC | Intel CORP | -0.5% | EXIT | 清仓 |
| 50 | NVDA | Nvidia CORP | -0.8% | -8.52% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Patton Albertson Miller Group, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$10.0亿，共申报了 218 个公开持股仓位。
在 Q3 2024 季度，Patton Albertson Miller Group, LLC 按市值排列的前三大核心持股分别为：NVDA (4.9%)、AAPL (3.9%)、ITOT (3.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.9% 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
SMCIUSD
市值: US$212.5万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$322.4万
在 Q3 2024 季度中，Patton Albertson Miller Group, LLC 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 15 个仓位、减仓 28 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SMCIUSD。 本季清仓仓位包含 INTC。
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。