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: 0001473429
申报总市值
US$10.6亿
US$10.6亿
536 檔
30.8%
Petrus Trust Company, LTA 在 Q3 2024 季度的美股仓位总计估值为 US$10.6亿，分散于 536 个持仓标的之中，反映其市场参与广度与投资规模。
Petrus Trust Company, LTA 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 76 个全新仓位及加仓 20 档持股的同时，亦同步清仓 79 档并减仓 25 档标的。
在资产配置集中度方面，Petrus Trust Company, LTA 的前 5 大核心持股（包含 SPY, CPAY, CRM 等）合计占整体申报市值的 30.8%，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 536 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.29% | +2.82% | +1.60% | |
| 2 | CPAY | Corpay Inc | 股票-科技 | 6.64% | -0.78% | -9.29% | |
| 3 | CRM | Salesforce Inc | 股票-科技 | 6.03% | -2.02% | EXIT | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.54% | -1.98% | +6.03% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.37% | -1.12% | +29.62% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 4.56% | — | -29.71% | |
| 7 | AZO | Autozone Inc | 股票-周期性消费 | 4.48% | -0.39% | -6.08% | |
| 8 | AON | Aon plc | 股票-金融 | 4.30% | -0.92% | -10.82% | |
| 9 | WDAY | Workday Inc-class A | 股票-科技 | 3.85% | — | +12.57% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 3.85% | -0.91% | -6.93% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.16% | +1.31% | -13.35% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.78% | -0.24% | +1.46% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.64% | -0.02% | +1.67% | |
| 14 | EPD | Enterprise Products Partners | 股票-能源 | 2.55% | — | — | |
| 15 | PGR | Progressive CORP | 股票-金融 | 2.47% | -0.12% | -14.36% | |
| 16 | MSCI | Msci Inc | 股票-金融 | 2.46% | -0.57% | -0.21% | |
| 17 | PRM | Perimeter Solutions, Inc. | 股票-其他 | 2.09% | — | -40.76% | |
| 18 | GDRX | Goodrx Holdings Inc-class A | 股票-其他 | 1.70% | +0.18% | -4.84% | |
| 19 | PACK | Ranpak Holdings CORP | 股票-其他 | 1.59% | +0.70% | -0.51% | |
| 20 | AKX | Ansys Inc | 股票-其他 | 1.46% | — | +51.76% | |
| 21 | SHOE | Shoe Station Group Inc | 股票-其他 | 0.16% | — | +134.27% | |
| 22 | TENB | Tenable Holdings Inc | 股票-其他 | 0.14% | — | -1.22% | |
| 23 | NTAP | Netapp Inc | 股票-科技 | 0.13% | — | +37.84% | |
| 24 | PRI | Primerica Inc | 股票-金融 | 0.13% | — | — | |
| 25 | KFY | Korn Ferry | 股票-工业 | 0.13% | — | +134.71% | |
| 26 | INDV | Indivior Pharmaceuticals, Inc. | 股票-其他 | 0.12% | — | — | |
| 27 | PVH | Pvh CORP | 股票-周期性消费 | 0.12% | — | +42.78% | |
| 28 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.11% | — | +80.39% | |
| 29 | SSTK | Shutterstock Inc | 股票-其他 | 0.11% | — | — | |
| 30 | CARG | Cargurus Inc | 股票-周期性消费 | 0.11% | — | — | |
| 31 | OSK | Oshkosh CORP | 股票-工业 | 0.11% | — | — | |
| 32 | RRR | Red Rock Resorts Inc-class A | 股票-其他 | 0.11% | — | — | |
| 33 | ENS | Enersys | 股票-工业 | 0.10% | — | +202.29% | |
| 34 | TPB | Turning Point Brands Inc | 股票-其他 | 0.10% | — | -3.62% | |
| 35 | HNI | Hni CORP | 股票-其他 | 0.10% | — | -12.29% | |
| 36 | MHO | M/i Homes Inc | 股票-周期性消费 | 0.10% | — | — | |
| 37 | QRVO | Qorvo Inc | 股票-科技 | 0.10% | — | +74.00% | |
| 38 | VTEX | Vtex | 股票-其他 | 0.10% | — | +129.79% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.10% | — | — | |
| 40 | CERT | Certara Inc | 股票-其他 | 0.10% | — | — | |
| 41 | ✓ | Golden Ocean Group LTD | 股票-其他 | 0.10% | — | +117.01% | |
| 42 | NMRK | Newmark Group Inc-class A | 股票-其他 | 0.10% | — | -18.54% | |
| 43 | FRPT | Freshpet Inc | 股票-非周期性消费 | 0.09% | — | +54.67% | |
| 44 | LEA | Lear CORP | 股票-周期性消费 | 0.09% | — | +56.69% | |
| 45 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.09% | — | +140.25% | |
| 46 | NSP | Insperity Inc | 股票-其他 | 0.09% | — | +276.59% | |
| 47 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 0.09% | — | +64.40% | |
| 48 | UNM | Unum Group | 股票-金融 | 0.09% | — | +28.78% | |
| 49 | JBL | Jabil Inc | 股票-科技 | 0.09% | — | +42.68% | |
| 50 | CLBT | Cellebrite DI Ltd. | 股票-其他 | 0.09% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.3% | +29.62% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +1.60% | 加仓 |
| 3 | WDAY | Workday Inc-class A | +0.9% | +12.57% | 加仓 |
| 4 | CPAY | Corpay Inc | +0.7% | -9.29% | 减仓 |
| 5 | AKX | Ansys Inc | +0.5% | +51.76% | 加仓 |
| 6 | MSCI | Msci Inc | +0.5% | -0.21% | 减仓 |
| 7 | AON | Aon plc | +0.4% | -10.82% | 减仓 |
| 8 | CRM | Salesforce Inc | +0.4% | -4.13% | 减仓 |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +1.67% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.3% | +6.03% | 加仓 |
| 11 | MA | Mastercard Inc - A | +0.3% | -6.93% | 减仓 |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +1.46% | 加仓 |
| 13 | PGR | Progressive CORP | +0.2% | -14.36% | 减仓 |
| 14 | PRI | Primerica Inc | +0.1% | NEW | 新建仓 |
| 15 | INDV | Indivior Pharmaceuticals, Inc. | +0.1% | NEW | 新建仓 |
| 16 | SSTK | Shutterstock Inc | +0.1% | NEW | 新建仓 |
| 17 | CARG | Cargurus Inc | +0.1% | NEW | 新建仓 |
| 18 | OSK | Oshkosh CORP | +0.1% | NEW | 新建仓 |
| 19 | RRR | Red Rock Resorts Inc-class A | +0.1% | NEW | 新建仓 |
| 20 | SHOE | Shoe Station Group Inc | +0.1% | +134.27% | 加仓 |
| 21 | MHO | M/i Homes Inc | +0.1% | NEW | 新建仓 |
| 22 | ADBE | Adobe Inc | +0.1% | NEW | 新建仓 |
| 23 | CERT | Certara Inc | +0.1% | NEW | 新建仓 |
| 24 | DV | Doubleverify Holdings Inc | +0.1% | NEW | 新建仓 |
| 25 | BBY | Best Buy Co Inc | +0.1% | NEW | 新建仓 |
| 26 | SYNA | Synaptics Inc | +0.1% | NEW | 新建仓 |
| 27 | VMI | Valmont Industries | +0.1% | NEW | 新建仓 |
| 28 | KFY | Korn Ferry | +0.1% | +134.71% | 加仓 |
| 29 | LNC | Lincoln National CORP | +0.1% | NEW | 新建仓 |
| 30 | HII | Huntington Ingalls Industrie | +0.1% | NEW | 新建仓 |
| 31 | EPC | Edgewell Personal Care Co | +0.1% | NEW | 新建仓 |
| 32 | ACLS | Axcelis Technologies Inc | +0.1% | NEW | 新建仓 |
| 33 | EG | Everest Group, Ltd. | +0.1% | NEW | 新建仓 |
| 34 | PATH | Uipath Inc - Class A | +0.1% | NEW | 新建仓 |
| 35 | ZD | Ziff Davis Inc | +0.1% | NEW | 新建仓 |
| 36 | COKE | Coca-cola Consolidated Inc | +0.1% | NEW | 新建仓 |
| 37 | BYD | Boyd Gaming CORP | +0.1% | NEW | 新建仓 |
| 38 | GAP | Gap Inc/the | +0.1% | NEW | 新建仓 |
| 39 | ASC | Ardmore Shipping Corporation | +0.1% | NEW | 新建仓 |
| 40 | COLM | Columbia Sportswear Co | +0.1% | NEW | 新建仓 |
| 41 | EXPO | Exponent Inc | +0.1% | NEW | 新建仓 |
| 42 | ENS | Enersys | +0.1% | +202.29% | 加仓 |
| 43 | EQH | Equitable Holdings Inc | +0.1% | NEW | 新建仓 |
| 44 | SR | Spire Inc | +0.1% | NEW | 新建仓 |
| 45 | SCL | Stepan Co | +0.1% | NEW | 新建仓 |
| 46 | RYAN | Ryan Specialty Holdings Inc | +0.1% | NEW | 新建仓 |
| 47 | AU | AngloGold Ashanti plc | +0.1% | NEW | 新建仓 |
| 48 | SLP | Simulations Plus Inc | +0.1% | NEW | 新建仓 |
| 49 | MGNI | Magnite Inc | +0.1% | NEW | 新建仓 |
| 50 | LNWO | Light & Wonder Inc | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Petrus Trust Company, LTA 在 Q3 2024 季度的美股持仓总市值约为 US$10.6亿，共申报了 536 个公开持股仓位。
在 Q3 2024 季度，Petrus Trust Company, LTA 按市值排列的前三大核心持股分别为：SPY (8.3%)、CPAY (6.6%)、CRM (6.0%)。其中最大持股仓位 SPY 占据整体投资组合约 8.3% 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
PRI
市值: US$135.1万
本季最大获利了结 / 清仓标的
ADP
前期市值: US$3766.0万
在 Q3 2024 季度中，Petrus Trust Company, LTA 共进行了 200 项持仓异动，包含新建仓 76 个仓位、加仓 20 个仓位、减仓 25 个仓位以及清仓 79 个仓位。 其中最大新建仓标的为 PRI。 本季清仓仓位包含 ADP。
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。