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: 0001665518
申报总市值
US$4.0亿
US$4.0亿
107 檔
29.4%
根据最新整理的 13F 季度数据集，Physicians Financial Services, Inc. 于 Q3 2024 结束时的管理资产规模为 US$4.0亿。该机构在本季度申报了 107 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Physicians Financial Services, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 6 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，Physicians Financial Services, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 29.4%，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 | AAPL | Apple Inc | 股票-科技 | 15.83% | +0.44% | -1.19% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.74% | -0.32% | -1.22% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.45% | -1.28% | -1.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.32% | +0.40% | +0.08% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.30% | +0.78% | -1.64% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 4.00% | -0.92% | -1.73% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.75% | -0.16% | -0.33% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.28% | -0.22% | +0.10% | |
| 9 | CAT | Caterpillar Inc | 股票-工业 | 2.19% | +1.34% | -2.99% | |
| 10 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.05% | -0.23% | -2.31% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.93% | +0.01% | -3.96% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.88% | -0.36% | -1.97% | |
| 13 | AMGN | Amgen Inc | 股票-医疗保健 | 1.76% | -0.11% | -3.12% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.75% | -0.63% | +0.43% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.60% | -0.29% | +1.51% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | +0.06% | +2.32% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.47% | -0.03% | -0.89% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.39% | -0.08% | -5.14% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.37% | -0.03% | -3.80% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.34% | -0.28% | -4.00% | |
| 21 | CMI | Cummins Inc | 股票-工业 | 1.27% | +0.37% | -0.40% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | -0.06% | +0.91% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.26% | -0.09% | -2.81% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.25% | -0.09% | -1.25% | |
| 25 | PH | Parker Hannifin CORP | 股票-工业 | 1.16% | -0.01% | +0.86% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.15% | -0.18% | -1.81% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 1.13% | — | -0.13% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.91% | +0.18% | -2.22% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.85% | +0.14% | +884.50% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 0.84% | — | -6.35% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | +0.30% | +5.76% | |
| 32 | ETN | Eaton Corporation plc | 股票-工业 | 0.76% | +0.04% | — | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.74% | +0.04% | -3.59% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | +0.04% | -0.72% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 0.70% | -0.17% | -3.46% | |
| 36 | DE | Deere & Co | 股票-工业 | 0.68% | +0.02% | +1.94% | |
| 37 | TGT | Target CORP | 股票-周期性消费 | 0.65% | — | -0.37% | |
| 38 | MMM | 3m Co | 股票-工业 | 0.63% | — | +0.78% | |
| 39 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.62% | -0.13% | -1.04% | |
| 40 | FDX | Fedex CORP | 股票-工业 | 0.61% | -0.12% | +1.42% | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.56% | -0.07% | — | |
| 42 | EQIX | Equinix Inc | 股票-房地产 | 0.55% | -0.02% | — | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.27% | — | |
| 44 | ITW | Illinois Tool Works | 股票-工业 | 0.51% | -0.02% | -0.08% | |
| 45 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.51% | -0.05% | -6.05% | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.49% | -0.01% | -2.54% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | +0.01% | -4.53% | |
| 48 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.48% | -0.03% | -1.66% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.46% | — | — | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.44% | -0.06% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +0.8% | NEW | 新建仓 |
| 2 | AAPL | Apple Inc | +0.7% | -1.19% | 减仓 |
| 3 | RTX | Rtx CORP | +0.6% | NEW | 新建仓 |
| 4 | WMT | Walmart Inc | +0.4% | -1.73% | 减仓 |
| 5 | CMG | Chipotle Mexican Grill Inc | +0.3% | NEW | 新建仓 |
| 6 | LOW | Lowe's Cos Inc | +0.3% | -2.31% | 减仓 |
| 7 | MCD | Mcdonald's CORP | +0.2% | -1.97% | 减仓 |
| 8 | PH | Parker Hannifin CORP | +0.2% | +0.86% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +0.10% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.2% | -2.99% | 减仓 |
| 11 | LMT | Lockheed Martin CORP | +0.2% | -4.00% | 减仓 |
| 12 | MA | Mastercard Inc - A | +0.2% | -0.33% | 减仓 |
| 13 | HD | Home Depot Inc | +0.2% | -0.89% | 减仓 |
| 14 | ORCL | Oracle CORP | +0.2% | -1.25% | 减仓 |
| 15 | MMM | 3m Co | +0.1% | +0.78% | 加仓 |
| 16 | CMI | Cummins Inc | +0.1% | -0.40% | 减仓 |
| 17 | ADP | Automatic Data Processing | +0.1% | -3.96% | 减仓 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -0.72% | 减仓 |
| 19 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | 新建仓 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.91% | 加仓 |
| 21 | EQIX | Equinix Inc | +0.1% | — | 不变 |
| 22 | BBY | Best Buy Co Inc | +0.1% | NEW | 新建仓 |
| 23 | KO | Coca-cola Co/the | +0.1% | -3.80% | 减仓 |
| 24 | DE | Deere & Co | +0.1% | +1.94% | 加仓 |
| 25 | SHW | Sherwin-williams Co/the | +0.1% | +3.41% | 加仓 |
| 26 | V | Visa Inc-class A Shares | 0% | +2.32% | 加仓 |
| 27 | JNJ | Johnson & Johnson | 0% | -2.81% | 减仓 |
| 28 | ABBV | Abbvie Inc | 0% | -3.59% | 减仓 |
| 29 | DUK | Duke Energy CORP | 0% | -3.46% | 减仓 |
| 30 | PM | Philip Morris International | 0% | — | 不变 |
| 31 | CSCO | Cisco Systems Inc | 0% | — | 不变 |
| 32 | NKE | Nike Inc -cl B | 0% | -2.99% | 减仓 |
| 33 | COST | Costco Wholesale CORP | 0% | +1.51% | 加仓 |
| 34 | ITW | Illinois Tool Works | 0% | -0.08% | 减仓 |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -4.84% | 减仓 |
| 36 | FISV | Fiserv Inc | -0.1% | EXIT | 清仓 |
| 37 | SNPS | Synopsys Inc | -0.1% | EXIT | 清仓 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -6.35% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.1% | -0.13% | 减仓 |
| 40 | CVX | Chevron CORP | -0.2% | +0.43% | 加仓 |
| 41 | EW | Edwards Lifesciences CORP | -0.2% | EXIT | 清仓 |
| 42 | QCOM | Qualcomm Inc | -0.2% | -2.22% | 减仓 |
| 43 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清仓 |
| 44 | APD | Air Products & Chemicals Inc | -0.3% | EXIT | 清仓 |
| 45 | NVDA | Nvidia CORP | -0.4% | -1.22% | 减仓 |
| 46 | AMZN | Amazon.com Inc | -0.5% | +0.08% | 加仓 |
| 47 | RTN1USD | Raytheon Company | -0.5% | EXIT | 清仓 |
| 48 | MSFT | Microsoft CORP | -0.6% | -1.22% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | -1.64% | 减仓 |
| 50 | BA | Boeing Co/the | -1% | -86.24% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Physicians Financial Services, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$4.0亿，共申报了 107 个公开持股仓位。
在 Q3 2024 季度，Physicians Financial Services, Inc. 按市值排列的前三大核心持股分别为：AAPL (15.8%)、MSFT (5.7%)、NVDA (5.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 15.8% 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
ETN
市值: US$244.1万
本季最大获利了结 / 清仓标的
RTN1USD
前期市值: US$149.4万
在 Q3 2024 季度中，Physicians Financial Services, Inc. 共进行了 47 项持仓异动，包含新建仓 5 个仓位、加仓 10 个仓位、减仓 26 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 ETN。 本季清仓仓位包含 RTN1USD。
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。