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: 0001730815
申报总市值
US$4.7亿
US$4.7亿
128 檔
20.2%
Q1 2024 季度申报显示，Poehling Capital Management, INC. 披露的美股组合总市值为 US$4.7亿，涵盖 128 个不同之权益投资仓位。
在 Q1 2024 期间，Poehling Capital Management, INC. 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Poehling Capital Management, INC. 的前 5 大核心持股（包含 BRK-B, FRFHF, MKL 等）合计占整体申报市值的 20.2%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.21% | +0.62% | -0.17% | |
| 2 | FRFHF | Fairfax Financial Hldgs LTD | 股票-其他 | 5.23% | -6.69% | EXIT | |
| 3 | MKL | Markel Group Inc | 股票-金融 | 4.83% | +0.31% | +2.69% | |
| 4 | CNNE | Cannae Holdings Inc | 股票-其他 | 4.22% | +0.69% | +59.40% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.69% | +0.07% | -0.18% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.90% | +0.42% | +0.33% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | +0.03% | -0.47% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.45% | +0.92% | +0.06% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 2.30% | +0.19% | -0.04% | |
| 10 | FIS | Fidelity National Info Serv | 股票-科技 | 2.05% | — | +0.30% | |
| 11 | MMM | 3m Co | 股票-工业 | 1.98% | +0.12% | +6.63% | |
| 12 | VTRS | Viatris Inc | 股票-医疗保健 | 1.95% | +0.37% | +4.60% | |
| 13 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.93% | -0.31% | +0.06% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.92% | +0.08% | +0.09% | |
| 15 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.84% | — | -0.17% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.71% | +0.22% | -0.01% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.69% | +0.01% | +1.05% | |
| 18 | MDT | Medtronic plc | 股票-医疗保健 | 1.67% | -0.10% | +0.71% | |
| 19 | OGN | Organon & Co | 股票-医疗保健 | 1.58% | -0.28% | EXIT | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.58% | -0.03% | +0.85% | |
| 21 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 1.51% | -0.01% | +11.70% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.45% | +0.16% | +0.27% | |
| 23 | JEF | Jefferies Financial Group In | 股票-金融 | 1.44% | +0.24% | -0.09% | |
| 24 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.34% | +0.07% | -0.04% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.27% | +0.08% | +69.89% | |
| 26 | PARAA | Paramount Global-class A | 股票-其他 | 1.24% | — | +35.08% | |
| 27 | IVZ | Invesco Ltd. | 股票-金融 | 1.14% | +0.13% | -0.15% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | +0.02% | -0.48% | |
| 29 | DINO | Hf Sinclair CORP | 股票-能源 | 1.07% | +0.11% | +0.31% | |
| 30 | C | Citigroup Inc | 股票-金融 | 1.05% | +0.37% | +1.53% | |
| 31 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.98% | -0.07% | -0.31% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.96% | — | +0.09% | |
| 33 | KKR | KKR & Co. Inc. | 股票-金融 | 0.93% | -0.61% | EXIT | |
| 34 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.91% | +0.11% | +3.98% | |
| 35 | CNH | CNH Industrial N.V. | 股票-工业 | 0.91% | +0.02% | +41.09% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.85% | +0.09% | — | |
| 37 | AMG | Affiliated Managers Group | 股票-金融 | 0.84% | +0.25% | -0.08% | |
| 38 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.84% | -0.23% | +10.33% | |
| 39 | BEN | Franklin Resources Inc | 股票-金融 | 0.83% | +0.12% | +0.02% | |
| 40 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.80% | -0.60% | EXIT | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.04% | -2.01% | |
| 42 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.73% | — | +0.36% | |
| 43 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.72% | +0.12% | +13.92% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.69% | — | -2.08% | |
| 45 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.67% | +0.23% | +11.59% | |
| 46 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.66% | -0.21% | +1.73% | |
| 47 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 0.65% | — | -0.49% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.65% | -0.81% | -0.14% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.65% | +0.02% | -2.83% | |
| 50 | GNRC | Generac Holdings Inc | 股票-工业 | 0.64% | -0.34% | — |
根据 SEC 官方 Form 13F 申报备案，Poehling Capital Management, INC. 在 Q1 2024 季度的美股持仓总市值约为 US$4.7亿，共申报了 128 个公开持股仓位。
在 Q1 2024 季度，Poehling Capital Management, INC. 按市值排列的前三大核心持股分别为：BRK-B (7.2%)、FRFHF (5.2%)、MKL (4.8%)。其中最大持股仓位 BRK-B 占据整体投资组合约 7.2% 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。
在 Q1 2024 季度中，Poehling Capital Management, INC. 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。