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: 0001656150
申报总市值
US$2.0亿
US$2.0亿
51 檔
50.4%
Q3 2024 季度申报显示，Piedmont Capital Management, LLC 披露的美股组合总市值为 US$2.0亿，涵盖 51 个不同之权益投资仓位。
Piedmont Capital Management, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 12 档持股的同时，亦同步清仓 7 档并减仓 25 档标的。
在资产配置集中度方面，Piedmont Capital Management, LLC 的前 5 大核心持股（包含 MGK, VYM, VOO 等）合计占整体申报市值的 50.4%，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 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 24.56% | +0.03% | +5.60% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 12.75% | +0.81% | -3.26% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.12% | +8.84% | NEW | |
| 4 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 7.64% | -9.80% | +34.58% | |
| 5 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 7.09% | -1.57% | — | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 5.51% | +5.49% | NEW | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 4.72% | +0.18% | +5.08% | |
| 8 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 4.42% | — | — | |
| 9 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 2.16% | +0.10% | +17.92% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.72% | +0.28% | -2.87% | |
| 11 | ✓ | Ishares Tr | 股票-其他 | 1.71% | +0.13% | — | |
| 12 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.53% | — | +3.26% | |
| 13 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.16% | -0.03% | — | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.93% | +0.11% | NEW | |
| 15 | FLIN | Franklin Ftse India ETF | ETF-其他 | 0.86% | — | — | |
| 16 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.83% | +0.04% | -4.17% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 0.77% | +0.35% | +20.81% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.77% | +0.08% | -9.03% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | +0.08% | -9.92% | |
| 20 | MMM | 3m Co | 股票-工业 | 0.74% | — | +9.50% | |
| 21 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.73% | -0.12% | -0.52% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.72% | +0.02% | -8.21% | |
| 23 | DOW | Dow Inc | 股票-原材料 | 0.69% | — | -11.62% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | +0.02% | -76.53% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.54% | +0.01% | -0.71% | |
| 26 | ✓ | Invsc Qqq Tr | 股票-其他 | 0.51% | +0.14% | — | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 0.51% | +0.02% | -5.92% | |
| 28 | STN | Stantec Inc | 股票-其他 | 0.51% | -0.11% | — | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.10% | -5.31% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.09% | +1.14% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | +0.01% | -11.24% | |
| 32 | HPQ | Hp Inc | 股票-科技 | 0.41% | — | — | |
| 33 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.41% | — | -0.11% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.41% | — | +3.82% | |
| 35 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.37% | — | — | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | — | +36.67% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | +0.04% | -8.62% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.30% | +0.16% | +60.90% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.27% | +0.02% | -8.03% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.26% | +0.01% | +60.03% | |
| 41 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.24% | +0.01% | -1.31% | |
| 42 | TU | Telus CORP | 股票-其他 | 0.24% | — | — | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.23% | +0.01% | -8.01% | |
| 44 | SPG | Simon Property Group Inc | 股票-房地产 | 0.19% | +0.03% | -35.72% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | +0.02% | -31.75% | |
| 46 | CAT | Caterpillar Inc | 股票-工业 | 0.17% | +0.10% | -3.81% | |
| 47 | GBCI | Glacier Bancorp Inc | 股票-金融 | 0.15% | +0.01% | -13.41% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.15% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.13% | +0.01% | — | |
| 50 | AAPL | Apple Inc | 股票-科技 | 0.13% | +0.07% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RWR | Ss Spdr Dow Jones Reit ETF | +7.1% | NEW | 新建仓 |
| 2 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | +4.4% | NEW | 新建仓 |
| 3 | GLDM | Spdr Gold Minishares Trust | +2.2% | +34.58% | 加仓 |
| 4 | ✓ | Ishares Tr | +1.7% | NEW | 新建仓 |
| 5 | MGK | Vanguard Mega Cap Growth ETF | +1.7% | +5.60% | 加仓 |
| 6 | CLOI | Vaneck Clo ETF | +1.2% | NEW | 新建仓 |
| 7 | XLRE | Ss Real Estate Select Sector | +0.9% | NEW | 新建仓 |
| 8 | FLIN | Franklin Ftse India ETF | +0.9% | NEW | 新建仓 |
| 9 | ✓ | Invsc Qqq Tr | +0.5% | NEW | 新建仓 |
| 10 | STN | Stantec Inc | +0.5% | NEW | 新建仓 |
| 11 | TU | Telus CORP | +0.2% | NEW | 新建仓 |
| 12 | MMM | 3m Co | +0.2% | +9.50% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +20.81% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.2% | NEW | 新建仓 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建仓 |
| 16 | AAPL | Apple Inc | +0.1% | NEW | 新建仓 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +60.90% | 加仓 |
| 18 | BKLN | Invesco Senior Loan ETF | +0.1% | +17.92% | 加仓 |
| 19 | HD | Home Depot Inc | +0.1% | +60.03% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +36.67% | 加仓 |
| 21 | HPQ | Hp Inc | 0% | — | 不变 |
| 22 | GLD | Spdr Gold Shares | 0% | +3.82% | 加仓 |
| 23 | SLV | Ishares Silver Trust | 0% | -0.11% | 减仓 |
| 24 | HPE | Hewlett Packard Enterprise | 0% | — | 不变 |
| 25 | GS | Goldman Sachs Group Inc | 0% | -8.03% | 减仓 |
| 26 | GBCI | Glacier Bancorp Inc | — | -13.41% | 减仓 |
| 27 | AMGN | Amgen Inc | 0% | -5.92% | 减仓 |
| 28 | IBM | Intl Business Machines CORP | 0% | -9.92% | 减仓 |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -8.62% | 减仓 |
| 30 | MOAT | Vaneck Morningstar Wide Moat | 0% | -8.01% | 减仓 |
| 31 | CAT | Caterpillar Inc | 0% | -3.81% | 减仓 |
| 32 | XOM | Exxon Mobil CORP | 0% | +1.14% | 加仓 |
| 33 | KO | Coca-cola Co/the | -0.1% | -8.21% | 减仓 |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -2.87% | 减仓 |
| 35 | BND | Vanguard Total Bond Market | -0.1% | -0.71% | 减仓 |
| 36 | GUT | Gabelli Utility Trust | -0.1% | -37.27% | 减仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -31.75% | 减仓 |
| 38 | AOR | Ishares Core 60/40 Balanced | -0.1% | -4.17% | 减仓 |
| 39 | VZ | Verizon Communications Inc | -0.1% | -0.52% | 减仓 |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -1.31% | 减仓 |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -9.03% | 减仓 |
| 42 | SPG | Simon Property Group Inc | -0.1% | -35.72% | 减仓 |
| 43 | ANGL | Vaneck Fallen Angel High Yld | -0.1% | +3.26% | 加仓 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.37% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.1% | -11.24% | 减仓 |
| 46 | CVX | Chevron CORP | -0.1% | -5.31% | 减仓 |
| 47 | INTC | Intel CORP | -0.2% | EXIT | 清仓 |
| 48 | DOW | Dow Inc | -0.3% | -11.62% | 减仓 |
| 49 | FLOT | Ishares Floating Rate Bond E | -0.3% | +5.08% | 加仓 |
| 50 | WBA | Walgreens Boots Alliance Inc | -0.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Piedmont Capital Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.0亿，共申报了 51 个公开持股仓位。
在 Q3 2024 季度，Piedmont Capital Management, LLC 按市值排列的前三大核心持股分别为：MGK (24.6%)、VYM (12.8%)、VOO (8.1%)。其中最大持股仓位 MGK 占据整体投资组合约 24.6% 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
RWR
市值: US$1176.0万
本季最大获利了结 / 清仓标的
IEFA
前期市值: US$1129.7万
在 Q3 2024 季度中，Piedmont Capital Management, LLC 共进行了 56 项持仓异动，包含新建仓 12 个仓位、加仓 12 个仓位、减仓 25 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 RWR。 本季清仓仓位包含 IEFA。
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。