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
134 檔
21.3%
在 Q3 2024 申报期间，Poehling Capital Management, INC.（CIK: 0001730815）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.7亿，共持有 134 个公开申报仓位。
在 Q3 2024，Poehling Capital Management, INC. 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 4 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，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 21.3%，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 | 7.22% | +0.62% | -3.25% | |
| 2 | FRFHF | Fairfax Financial Hldgs LTD | 股票-其他 | 5.84% | -6.69% | EXIT | |
| 3 | MKL | Markel Group Inc | 股票-金融 | 5.06% | +0.31% | +2.86% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.77% | +0.42% | +0.26% | |
| 5 | CNNE | Cannae Holdings Inc | 股票-其他 | 3.52% | +0.69% | +0.96% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.97% | +0.07% | +2.77% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.63% | +0.92% | +2.82% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | +0.03% | -0.18% | |
| 9 | MMM | 3m Co | 股票-工业 | 2.41% | +0.12% | -2.05% | |
| 10 | FIS | Fidelity National Info Serv | 股票-科技 | 2.13% | — | -2.87% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 2.08% | +0.19% | -1.33% | |
| 12 | VTRS | Viatris Inc | 股票-医疗保健 | 1.96% | +0.37% | +0.50% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.87% | +0.08% | -0.20% | |
| 14 | JEF | Jefferies Financial Group In | 股票-金融 | 1.86% | +0.24% | -1.67% | |
| 15 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.81% | +0.08% | +52.76% | |
| 16 | MDT | Medtronic plc | 股票-医疗保健 | 1.61% | -0.10% | -2.28% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | +0.22% | -0.38% | |
| 18 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 1.57% | -0.01% | -0.30% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.55% | +0.16% | +7.32% | |
| 20 | OGN | Organon & Co | 股票-医疗保健 | 1.52% | -0.28% | EXIT | |
| 21 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.47% | -0.31% | +0.27% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.29% | +0.01% | +3.26% | |
| 23 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.22% | -0.07% | -4.50% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.22% | — | +29.98% | |
| 25 | PARAA | Paramount Global-class A | 股票-其他 | 1.15% | — | -2.25% | |
| 26 | IVZ | Invesco Ltd. | 股票-金融 | 1.14% | +0.13% | -0.80% | |
| 27 | KKR | KKR & Co. Inc. | 股票-金融 | 1.12% | -0.61% | EXIT | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | +0.02% | -1.82% | |
| 29 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.05% | +0.11% | -0.73% | |
| 30 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.03% | +0.07% | -0.11% | |
| 31 | C | Citigroup Inc | 股票-金融 | 0.99% | +0.37% | -1.84% | |
| 32 | DG | Dollar General CORP | 股票-非周期性消费 | 0.92% | +0.06% | NEW | |
| 33 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.91% | -0.60% | EXIT | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.89% | +0.09% | — | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | -0.04% | -1.00% | |
| 36 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.86% | -0.23% | +0.33% | |
| 37 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.84% | +0.12% | -1.57% | |
| 38 | AMG | Affiliated Managers Group | 股票-金融 | 0.84% | +0.25% | -1.35% | |
| 39 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.83% | -0.21% | +30.38% | |
| 40 | CARR | Carrier Global CORP | 股票-工业 | 0.79% | +0.15% | -0.43% | |
| 41 | DINO | Hf Sinclair CORP | 股票-能源 | 0.77% | +0.11% | +2.36% | |
| 42 | CNH | CNH Industrial N.V. | 股票-工业 | 0.76% | +0.02% | +2.06% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.76% | -0.03% | +2.62% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.75% | -0.21% | +15.10% | |
| 45 | GNRC | Generac Holdings Inc | 股票-工业 | 0.74% | -0.34% | -4.15% | |
| 46 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.70% | -0.89% | EXIT | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.70% | -0.81% | -3.61% | |
| 48 | FBIZ | First Business Financial Ser | 股票-其他 | 0.68% | +0.03% | — | |
| 49 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.67% | — | -49.77% | |
| 50 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.65% | +0.23% | +5.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DG | Dollar General CORP | +0.9% | NEW | 新建仓 |
| 2 | NSRGY | Nestle Sa-spons Adr | +0.7% | NEW | 新建仓 |
| 3 | DEO | Diageo Plc-sponsored Adr | +0.7% | +52.76% | 加仓 |
| 4 | MMM | 3m Co | +0.4% | -2.05% | 减仓 |
| 5 | SBUX | Starbucks CORP | +0.4% | +29.98% | 加仓 |
| 6 | EL | Estee Lauder Companies-cl A | +0.4% | NEW | 新建仓 |
| 7 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +15.10% | 加仓 |
| 8 | JEF | Jefferies Financial Group In | +0.2% | -1.67% | 减仓 |
| 9 | FRFHF | Fairfax Financial Hldgs LTD | +0.2% | -0.23% | 减仓 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -3.25% | 减仓 |
| 11 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +30.38% | 加仓 |
| 12 | AAPL | Apple Inc | +0.1% | +0.26% | 加仓 |
| 13 | KKR | KKR & Co. Inc. | +0.1% | -2.06% | 减仓 |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +2.62% | 加仓 |
| 15 | CARR | Carrier Global CORP | +0.1% | -0.43% | 减仓 |
| 16 | JXN | Jackson Financial Inc-a | +0.1% | -4.50% | 减仓 |
| 17 | SPHR | Sphere Entertainment Co | +0.1% | +74.13% | 加仓 |
| 18 | MGEE | Mge Energy Inc | +0.1% | NEW | 新建仓 |
| 19 | IVZ | Invesco Ltd. | +0.1% | -0.80% | 减仓 |
| 20 | BTI | British American Tob-sp Adr | +0.1% | -0.73% | 减仓 |
| 21 | BNY | Bank Of New York Mellon CORP | +0.1% | -0.46% | 减仓 |
| 22 | FBIZ | First Business Financial Ser | +0.1% | — | 不变 |
| 23 | SLB | Slb LTD | +0.1% | +73.59% | 加仓 |
| 24 | PSX | Phillips 66 | +0.1% | +109.58% | 加仓 |
| 25 | MA | Mastercard Inc - A | +0.1% | -0.20% | 减仓 |
| 26 | KVUE | Kenvue Inc | +0.1% | -3.28% | 减仓 |
| 27 | MDT | Medtronic plc | +0.1% | -2.28% | 减仓 |
| 28 | GNRC | Generac Holdings Inc | +0.1% | -4.15% | 减仓 |
| 29 | VTRS | Viatris Inc | +0.1% | +0.50% | 加仓 |
| 30 | WBD | Warner Bros Discovery Inc | +0.1% | -0.30% | 减仓 |
| 31 | META | Meta Platforms Inc-class A | 0% | -1.00% | 减仓 |
| 32 | AMG | Affiliated Managers Group | 0% | -1.35% | 减仓 |
| 33 | FIS | Fidelity National Info Serv | 0% | -2.87% | 减仓 |
| 34 | CNNE | Cannae Holdings Inc | 0% | +0.96% | 加仓 |
| 35 | WBA | Walgreens Boots Alliance Inc | -0.1% | -1.35% | 减仓 |
| 36 | T | At&t Inc | -0.2% | EXIT | 清仓 |
| 37 | DINO | Hf Sinclair CORP | -0.2% | +2.36% | 加仓 |
| 38 | VZ | Verizon Communications Inc | -0.2% | EXIT | 清仓 |
| 39 | PM | Philip Morris International | -0.2% | EXIT | 清仓 |
| 40 | SVNDY | Seven & I Holdings-unspn Adr | -0.2% | -43.10% | 减仓 |
| 41 | MKL | Markel Group Inc | -0.2% | +2.86% | 加仓 |
| 42 | OGN | Organon & Co | -0.3% | -1.07% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.3% | -0.18% | 减仓 |
| 44 | WFC | Wells Fargo & Co | -0.3% | -1.33% | 减仓 |
| 45 | GOOG | Alphabet Inc-cl C | -0.4% | +2.82% | 加仓 |
| 46 | OXY | Occidental Petroleum CORP | -0.5% | +0.27% | 加仓 |
| 47 | SCHW | Schwab (charles) CORP | -0.6% | +2.77% | 加仓 |
| 48 | MSGS | Madison Square Garden Sports | -0.6% | EXIT | 清仓 |
| 49 | RTX | Rtx CORP | -0.7% | -85.27% | 减仓 |
| 50 | CVS | Cvs Health CORP | -0.7% | -49.77% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Poehling Capital Management, INC. 在 Q3 2024 季度的美股持仓总市值约为 US$4.7亿，共申报了 134 个公开持股仓位。
在 Q3 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 (5.8%)、MKL (5.1%)。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。
本季最大新建仓标的
DG
市值: US$361.7万
本季最大获利了结 / 清仓标的
MSGS
前期市值: US$231.2万
在 Q3 2024 季度中，Poehling Capital Management, INC. 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 25 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 DG。 本季清仓仓位包含 MSGS。
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。