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
105 檔
32.1%
Physicians Financial Services, Inc. 在 Q4 2024 季度的美股仓位总计估值为 US$4.0亿，分散于 105 个持仓标的之中，反映其市场参与广度与投资规模。
Physicians Financial Services, Inc. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 21 档持股的同时，亦同步清仓 5 档并减仓 18 档标的。
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, AMZN, NVDA 等）合计占整体申报市值的 32.1%，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 | 16.73% | +0.44% | +0.75% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.16% | +0.40% | +0.71% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.85% | -1.28% | -0.61% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.48% | -0.32% | -0.07% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.86% | +0.78% | +1.46% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 4.42% | -0.92% | +1.23% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.91% | -0.16% | +1.67% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.30% | -0.22% | +0.94% | |
| 9 | ADP | Automatic Data Processing | 股票-科技 | 2.06% | +0.01% | +3.34% | |
| 10 | CAT | Caterpillar Inc | 股票-工业 | 2.02% | +1.34% | +2.22% | |
| 11 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.82% | -0.23% | -0.26% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.78% | -0.36% | +1.89% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.67% | +0.06% | -3.71% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.67% | -0.63% | -0.97% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.64% | -0.29% | +1.73% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 1.41% | -0.11% | +1.71% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.37% | -0.03% | -0.43% | |
| 18 | CMI | Cummins Inc | 股票-工业 | 1.33% | +0.37% | — | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.30% | -0.08% | -1.35% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.06% | +1.70% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.22% | -0.09% | +2.11% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.17% | -0.03% | +1.35% | |
| 23 | PH | Parker Hannifin CORP | 股票-工业 | 1.14% | -0.01% | — | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.14% | +0.14% | +1.57% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 1.12% | -0.28% | +2.72% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | -0.09% | -0.68% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.01% | -0.18% | +1.10% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.99% | — | +5.05% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.81% | +0.18% | +1.14% | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 0.75% | +0.04% | +1.45% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | +0.30% | +0.26% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.71% | — | -7.22% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | +0.04% | +0.97% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.66% | +0.04% | +0.45% | |
| 35 | DE | Deere & Co | 股票-工业 | 0.65% | +0.02% | -3.80% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.64% | -0.17% | +0.27% | |
| 37 | FDX | Fedex CORP | 股票-工业 | 0.60% | -0.12% | -1.41% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.27% | +0.62% | |
| 39 | MMM | 3m Co | 股票-工业 | 0.58% | — | -0.34% | |
| 40 | EQIX | Equinix Inc | 股票-房地产 | 0.57% | -0.02% | — | |
| 41 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.55% | -0.13% | +1.93% | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.54% | — | -1.58% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | +0.01% | -0.34% | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.52% | -0.07% | — | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.49% | -0.02% | — | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.48% | -0.01% | +0.82% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | +0.07% | -2.74% | |
| 48 | HON | Honeywell International Inc | 股票-工业 | 0.46% | -0.06% | EXIT | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.41% | — | -0.94% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.40% | +0.14% | +5.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +0.75% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.8% | +0.71% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.46% | 加仓 |
| 4 | WMT | Walmart Inc | +0.4% | +1.23% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | -0.61% | 减仓 |
| 6 | AVGO | Broadcom Inc | +0.3% | +1.57% | 加仓 |
| 7 | MA | Mastercard Inc - A | +0.2% | +1.67% | 加仓 |
| 8 | LRCX | Lam Research CORP | +0.2% | NEW | 新建仓 |
| 9 | ADP | Automatic Data Processing | +0.1% | +3.34% | 加仓 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建仓 |
| 11 | V | Visa Inc-class A Shares | +0.1% | -3.71% | 减仓 |
| 12 | LH | Labcorp Holdings Inc | +0.1% | NEW | 新建仓 |
| 13 | TSLA | Tesla Inc | +0.1% | — | 不变 |
| 14 | SNPS | Synopsys Inc | +0.1% | NEW | 新建仓 |
| 15 | CMI | Cummins Inc | +0.1% | — | 不变 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -0.34% | 减仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.62% | 加仓 |
| 18 | COST | Costco Wholesale CORP | 0% | +1.73% | 加仓 |
| 19 | GOOG | Alphabet Inc-cl C | 0% | -2.74% | 减仓 |
| 20 | META | Meta Platforms Inc-class A | 0% | +0.94% | 加仓 |
| 21 | BBY | Best Buy Co Inc | -0.1% | EXIT | 清仓 |
| 22 | ADM | Archer-daniels-midland Co | -0.1% | -34.33% | 减仓 |
| 23 | PFE | Pfizer Inc | -0.1% | -13.17% | 减仓 |
| 24 | BDX | Becton Dickinson And Co | -0.1% | -15.79% | 减仓 |
| 25 | HSY | Hershey Co/the | -0.1% | +1.93% | 加仓 |
| 26 | KMB | Kimberly-clark CORP | -0.1% | EXIT | 清仓 |
| 27 | ABBV | Abbvie Inc | -0.1% | +0.45% | 加仓 |
| 28 | XLE | Ss Energy Select Sector | -0.1% | EXIT | 清仓 |
| 29 | ✓ | Laboratory Corp. of America | -0.1% | EXIT | 清仓 |
| 30 | NKE | Nike Inc -cl B | -0.1% | -8.15% | 减仓 |
| 31 | NVS | Novartis Ag-sponsored Adr | -0.1% | -1.88% | 减仓 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -1.35% | 减仓 |
| 33 | QCOM | Qualcomm Inc | -0.1% | +1.14% | 加仓 |
| 34 | HD | Home Depot Inc | -0.1% | -0.43% | 减仓 |
| 35 | MCD | Mcdonald's CORP | -0.1% | +1.89% | 加仓 |
| 36 | SWKS | Skyworks Solutions Inc | -0.1% | EXIT | 清仓 |
| 37 | VZ | Verizon Communications Inc | -0.1% | -10.79% | 减仓 |
| 38 | TGT | Target CORP | -0.1% | -1.58% | 减仓 |
| 39 | LLY | Eli Lilly & Co | -0.1% | +0.26% | 加仓 |
| 40 | AMD | Advanced Micro Devices | -0.1% | -2.90% | 减仓 |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -7.22% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.1% | +1.10% | 加仓 |
| 43 | ADBE | Adobe Inc | -0.1% | +5.05% | 加仓 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -0.68% | 减仓 |
| 45 | CAT | Caterpillar Inc | -0.2% | +2.22% | 加仓 |
| 46 | KO | Coca-cola Co/the | -0.2% | +1.35% | 加仓 |
| 47 | LMT | Lockheed Martin CORP | -0.2% | +2.72% | 加仓 |
| 48 | LOW | Lowe's Cos Inc | -0.2% | -0.26% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.3% | -0.07% | 减仓 |
| 50 | AMGN | Amgen Inc | -0.4% | +1.71% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Physicians Financial Services, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$4.0亿，共申报了 105 个公开持股仓位。
在 Q4 2024 季度，Physicians Financial Services, Inc. 按市值排列的前三大核心持股分别为：AAPL (16.7%)、AMZN (6.2%)、NVDA (5.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 16.7% 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
LRCX
市值: US$50.8万
本季最大获利了结 / 清仓标的
SWKS
前期市值: US$34.7万
在 Q4 2024 季度中，Physicians Financial Services, Inc. 共进行了 48 项持仓异动，包含新建仓 4 个仓位、加仓 21 个仓位、减仓 18 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 SWKS。
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。
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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。