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: 0001689232
申报总市值
US$4.6亿
US$4.6亿
76 檔
24.4%
根据最新整理的 13F 季度数据集，Patton Fund Management, Inc. 于 Q3 2024 结束时的管理资产规模为 US$4.6亿。该机构在本季度申报了 76 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Patton Fund Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 15 个仓位并完全清仓 19 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 Fund Management, Inc. 的前 5 大核心持股（包含 IEF, VWO, EFA 等）合计占整体申报市值的 24.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
VTR
市值: US$708.3万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$616.2万
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 8.99% | +2.43% | -0.18% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.92% | +1.30% | -0.56% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.64% | +0.83% | -3.24% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.49% | +1.33% | -1.02% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.22% | +1.35% | -1.78% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.03% | +1.13% | -1.32% | |
| 7 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.95% | +0.67% | -5.65% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | +0.94% | -4.22% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.47% | +0.29% | -1.93% | |
| 10 | VTR | Ventas Inc | 股票-房地产 | 1.46% | -0.05% | — | |
| 11 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.46% | +0.02% | -5.26% | |
| 12 | PHM | Pultegroup Inc | 股票-周期性消费 | 1.39% | -0.04% | EXIT | |
| 13 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.38% | — | -5.50% | |
| 14 | SPG | Simon Property Group Inc | 股票-房地产 | 1.35% | -0.04% | EXIT | |
| 15 | NRG | Nrg Energy Inc | 股票-公用事业 | 1.35% | -0.35% | EXIT | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | +0.53% | -22.37% | |
| 17 | NVR | Nvr Inc | 股票-周期性消费 | 1.33% | -0.04% | EXIT | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.33% | -0.04% | EXIT | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.31% | -0.04% | EXIT | |
| 20 | FICO | Fair Isaac CORP | 股票-科技 | 1.31% | -0.05% | EXIT | |
| 21 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.30% | -0.05% | EXIT | |
| 22 | KKR | Kkr & Co Inc | 股票-金融 | 1.30% | -0.06% | EXIT | |
| 23 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.28% | -0.04% | EXIT | |
| 24 | RMD | Resmed Inc | 股票-医疗保健 | 1.25% | -0.04% | EXIT | |
| 25 | GRMN | Garmin Ltd. | 股票-科技 | 1.24% | -0.05% | EXIT | |
| 26 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.24% | -0.04% | EXIT | |
| 27 | PH | Parker Hannifin CORP | 股票-工业 | 1.24% | -0.04% | EXIT | |
| 28 | GDDY | Godaddy Inc - Class A | 股票-科技 | 1.23% | -0.06% | EXIT | |
| 29 | NFLX | Netflix Inc | 股票-通信服务 | 1.21% | -0.04% | EXIT | |
| 30 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.19% | +0.23% | +7.00% | |
| 31 | AXON | Axon Enterprise Inc | 股票-工业 | 1.18% | — | -5.25% | |
| 32 | UHS | Universal Health Services-b | 股票-医疗保健 | 1.18% | -0.05% | EXIT | |
| 33 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.18% | -0.50% | EXIT | |
| 34 | WDC | Western Digital CORP | 股票-科技 | 1.17% | +0.49% | -5.27% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 1.17% | +0.49% | -5.27% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | -0.06% | EXIT | |
| 37 | TT | Trane Technologies plc | 股票-工业 | 1.14% | -0.04% | EXIT | |
| 38 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.13% | -0.04% | EXIT | |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.11% | -0.04% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | +0.05% | -5.30% | |
| 41 | DVA | Davita Inc | 股票-医疗保健 | 1.08% | -0.05% | EXIT | |
| 42 | T | At&t Inc | 股票-通信服务 | 1.07% | -0.06% | EXIT | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.07% | -0.05% | EXIT | |
| 44 | PGR | Progressive CORP | 股票-金融 | 1.06% | — | -5.14% | |
| 45 | URI | United Rentals Inc | 股票-工业 | 1.04% | -0.04% | EXIT | |
| 46 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.01% | +0.38% | -5.12% | |
| 47 | BRO | Brown & Brown Inc | 股票-金融 | 0.99% | -0.03% | EXIT | |
| 48 | FANG | Diamondback Energy Inc | 股票-能源 | 0.99% | -0.05% | EXIT | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.99% | +0.47% | -5.16% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.93% | -0.36% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTR | Ventas Inc | +1.5% | NEW | 新建仓 |
| 2 | SPG | Simon Property Group Inc | +1.4% | NEW | 新建仓 |
| 3 | COST | Costco Wholesale CORP | +1.3% | NEW | 新建仓 |
| 4 | KKR | Kkr & Co Inc | +1.3% | NEW | 新建仓 |
| 5 | RMD | Resmed Inc | +1.3% | NEW | 新建仓 |
| 6 | TRV | Travelers Cos Inc/the | +1.2% | NEW | 新建仓 |
| 7 | GDDY | Godaddy Inc - Class A | +1.2% | NEW | 新建仓 |
| 8 | UHS | Universal Health Services-b | +1.2% | NEW | 新建仓 |
| 9 | T | At&t Inc | +1.1% | NEW | 新建仓 |
| 10 | FANG | Diamondback Energy Inc | +1% | NEW | 新建仓 |
| 11 | APH | Amphenol Corp-cl A | +0.9% | NEW | 新建仓 |
| 12 | TER | Teradyne Inc | +0.9% | NEW | 新建仓 |
| 13 | COF | Capital One Financial CORP | +0.8% | NEW | 新建仓 |
| 14 | DFSEUR | Discover Financial Services | +0.8% | NEW | 新建仓 |
| 15 | WRB | Wr Berkley CORP | +0.7% | NEW | 新建仓 |
| 16 | LEN | Lennar Corp-a | +0.4% | +23.91% | 加仓 |
| 17 | DHI | Dr Horton Inc | +0.3% | -2.05% | 减仓 |
| 18 | AXON | Axon Enterprise Inc | +0.2% | -5.25% | 减仓 |
| 19 | PHM | Pultegroup Inc | +0.2% | -5.40% | 减仓 |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -0.56% | 减仓 |
| 21 | FICO | Fair Isaac CORP | +0.2% | -5.47% | 减仓 |
| 22 | NVR | Nvr Inc | +0.2% | -4.93% | 减仓 |
| 23 | IEF | Ishares 7-10 Year Treasury B | +0.2% | -0.18% | 减仓 |
| 24 | RWR | Ss Spdr Dow Jones Reit ETF | +0.2% | -5.65% | 减仓 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -4.22% | 减仓 |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.78% | 减仓 |
| 27 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -1.32% | 减仓 |
| 28 | WDC | Western Digital CORP | -0.2% | -5.27% | 减仓 |
| 29 | AMAT | Applied Materials Inc | -0.3% | -5.16% | 减仓 |
| 30 | MCK | Mckesson CORP | -0.3% | -5.20% | 减仓 |
| 31 | NVDA | Nvidia CORP | -0.5% | -22.37% | 减仓 |
| 32 | DECK | Deckers Outdoor CORP | -0.7% | EXIT | 清仓 |
| 33 | WRKUSD | Westrock Co | -0.7% | EXIT | 清仓 |
| 34 | BBWI | Bath & Body Works Inc | -0.7% | EXIT | 清仓 |
| 35 | PSX | Phillips 66 | -0.8% | EXIT | 清仓 |
| 36 | SNPS | Synopsys Inc | -0.8% | EXIT | 清仓 |
| 37 | CEG | Constellation Energy | -0.8% | EXIT | 清仓 |
| 38 | AIZ | Assurant Inc | -0.9% | EXIT | 清仓 |
| 39 | CDNS | Cadence Design Sys Inc | -1% | EXIT | 清仓 |
| 40 | MAR | Marriott International -cl A | -1% | EXIT | 清仓 |
| 41 | BKNG | Booking Holdings Inc | -1% | EXIT | 清仓 |
| 42 | FSLR | First Solar Inc | -1% | EXIT | 清仓 |
| 43 | SCHW | Schwab (charles) CORP | -1.1% | EXIT | 清仓 |
| 44 | FCX | Freeport-mcmoran Inc | -1.2% | EXIT | 清仓 |
| 45 | TTWO | Take-two Interactive Softwre | -1.2% | EXIT | 清仓 |
| 46 | VST | Vistra CORP | -1.2% | EXIT | 清仓 |
| 47 | MU | Micron Technology Inc | -1.2% | EXIT | 清仓 |
| 48 | QCOM | Qualcomm Inc | -1.2% | EXIT | 清仓 |
| 49 | CMG | Chipotle Mexican Grill Inc | -1.2% | EXIT | 清仓 |
| 50 | LRCXEUR | Lam Research CORP | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Patton Fund Management, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$4.6亿，共申报了 76 个公开持股仓位。
在 Q3 2024 季度，Patton Fund Management, Inc. 按市值排列的前三大核心持股分别为：IEF (9.0%)、VWO (3.9%)、EFA (3.6%)。其中最大持股仓位 IEF 占据整体投资组合约 9.0% 的权重。
在 Q3 2024 季度中，Patton Fund Management, Inc. 共进行了 50 项持仓异动，包含新建仓 15 个仓位、加仓 1 个仓位、减仓 15 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 VTR。 本季清仓仓位包含 LRCXEUR。
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。
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。
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。