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
135 檔
22.6%
根据最新整理的 13F 季度数据集，Poehling Capital Management, INC. 于 Q4 2024 结束时的管理资产规模为 US$4.7亿。该机构在本季度申报了 135 档美股持仓，呈现出该时期的主要投资地图。
Poehling Capital Management, INC. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 18 档持股的同时，亦同步清仓 1 档并减仓 24 档标的。
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 22.6%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
TGT
市值: US$141.8万
本季最大获利了结 / 清仓标的
NFG
前期市值: US$83.1万
| # | 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 | 6.84% | +0.62% | -0.01% | |
| 2 | FRFHF | Fairfax Financial Hldgs LTD | 股票-其他 | 6.18% | -6.69% | EXIT | |
| 3 | MKL | Markel Group Inc | 股票-金融 | 5.46% | +0.31% | +1.88% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.90% | +0.42% | -0.04% | |
| 5 | CNNE | Cannae Holdings Inc | 股票-其他 | 3.53% | +0.69% | +0.22% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.25% | +0.07% | -0.26% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.03% | +0.92% | +4.83% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 2.47% | +0.19% | -0.78% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | +0.03% | -0.12% | |
| 10 | JEF | Jefferies Financial Group In | 股票-金融 | 2.25% | +0.24% | -1.40% | |
| 11 | MMM | 3m Co | 股票-工业 | 2.19% | +0.12% | -0.10% | |
| 12 | VTRS | Viatris Inc | 股票-医疗保健 | 2.04% | +0.37% | +0.46% | |
| 13 | FIS | Fidelity National Info Serv | 股票-科技 | 1.97% | — | -0.40% | |
| 14 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 1.94% | -0.01% | +0.27% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.92% | +0.08% | -0.07% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.76% | +0.16% | -0.13% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.75% | +0.22% | -0.06% | |
| 18 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.69% | +0.08% | +7.19% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.44% | +0.01% | -0.02% | |
| 20 | MDT | Medtronic plc | 股票-医疗保健 | 1.38% | -0.10% | +0.44% | |
| 21 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.32% | -0.31% | -2.48% | |
| 22 | KKR | KKR & Co. Inc. | 股票-金融 | 1.21% | -0.61% | EXIT | |
| 23 | OGN | Organon & Co | 股票-医疗保健 | 1.19% | -0.28% | EXIT | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | +0.02% | -0.92% | |
| 25 | IVZ | Invesco Ltd. | 股票-金融 | 1.09% | +0.13% | -0.20% | |
| 26 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.09% | -0.07% | -2.95% | |
| 27 | C | Citigroup Inc | 股票-金融 | 1.08% | +0.37% | +0.93% | |
| 28 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.01% | +0.11% | +0.59% | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.96% | — | -12.98% | |
| 30 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.93% | -0.60% | EXIT | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | -0.04% | +4.32% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.88% | +0.09% | +200.00% | |
| 33 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.84% | +0.07% | -0.41% | |
| 34 | AMG | Affiliated Managers Group | 股票-金融 | 0.84% | +0.25% | -0.28% | |
| 35 | DG | Dollar General CORP | 股票-非周期性消费 | 0.82% | +0.06% | NEW | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.79% | -0.03% | -0.06% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.78% | -0.81% | — | |
| 38 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.78% | -0.23% | +6.96% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.76% | -0.21% | +32.69% | |
| 40 | CNH | CNH Industrial N.V. | 股票-工业 | 0.74% | +0.02% | -0.30% | |
| 41 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.72% | -0.21% | +0.83% | |
| 42 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.70% | +0.12% | +0.55% | |
| 43 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.70% | +0.23% | +0.05% | |
| 44 | FBIZ | First Business Financial Ser | 股票-其他 | 0.66% | +0.03% | — | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.66% | — | -0.91% | |
| 46 | CARR | Carrier Global CORP | 股票-工业 | 0.65% | +0.15% | — | |
| 47 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.62% | -0.89% | EXIT | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | +0.11% | — | |
| 49 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.58% | +0.06% | +98.05% | |
| 50 | PARAA | Paramount Global-class A | 股票-其他 | 0.58% | — | -46.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MKL | Markel Group Inc | +0.4% | +1.88% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +4.83% | 加仓 |
| 3 | WFC | Wells Fargo & Co | +0.4% | -0.78% | 减仓 |
| 4 | JEF | Jefferies Financial Group In | +0.4% | -1.40% | 减仓 |
| 5 | WBD | Warner Bros Discovery Inc | +0.4% | +0.27% | 加仓 |
| 6 | SOLV | Solventum CORP | +0.4% | +271.22% | 加仓 |
| 7 | TGT | Target CORP | +0.4% | NEW | 新建仓 |
| 8 | FRFHF | Fairfax Financial Hldgs LTD | +0.3% | -0.08% | 减仓 |
| 9 | PPLI | People Inc | +0.3% | NEW | 新建仓 |
| 10 | ULTA | Ulta Beauty Inc | +0.3% | NEW | 新建仓 |
| 11 | SCHW | Schwab (charles) CORP | +0.3% | -0.26% | 减仓 |
| 12 | AMZN | Amazon.com Inc | +0.2% | -0.13% | 减仓 |
| 13 | EL | Estee Lauder Companies-cl A | +0.2% | +98.05% | 加仓 |
| 14 | V | Visa Inc-class A Shares | +0.2% | -0.06% | 减仓 |
| 15 | SPHR | Sphere Entertainment Co | +0.2% | +104.11% | 加仓 |
| 16 | DIS | Walt Disney Co/the | +0.2% | -0.02% | 减仓 |
| 17 | AAPL | Apple Inc | +0.1% | -0.04% | 减仓 |
| 18 | SLB | Slb LTD | +0.1% | +58.69% | 加仓 |
| 19 | KKR | KKR & Co. Inc. | +0.1% | -0.69% | 减仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.92% | 减仓 |
| 21 | C | Citigroup Inc | +0.1% | +0.93% | 加仓 |
| 22 | VTRS | Viatris Inc | +0.1% | +0.46% | 加仓 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | — | 不变 |
| 24 | NFLX | Netflix Inc | +0.1% | — | 不变 |
| 25 | MA | Mastercard Inc - A | +0.1% | -0.07% | 减仓 |
| 26 | SVNDY | Seven & I Holdings-unspn Adr | +0.1% | +13.51% | 加仓 |
| 27 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +0.05% | 加仓 |
| 28 | BAC | Bank Of America CORP | 0% | — | 不变 |
| 29 | BMY | Bristol-myers Squibb Co | 0% | -0.06% | 减仓 |
| 30 | CNNE | Cannae Holdings Inc | 0% | +0.22% | 加仓 |
| 31 | NSRGY | Nestle Sa-spons Adr | -0.1% | +12.72% | 加仓 |
| 32 | DG | Dollar General CORP | -0.1% | +2.35% | 加仓 |
| 33 | PBR | Petroleo Brasileiro-spon Adr | -0.1% | +0.83% | 加仓 |
| 34 | CARR | Carrier Global CORP | -0.1% | — | 不变 |
| 35 | KDP | Keurig Dr Pepper Inc | -0.1% | +0.55% | 加仓 |
| 36 | JXN | Jackson Financial Inc-a | -0.1% | -2.95% | 减仓 |
| 37 | OXY | Occidental Petroleum CORP | -0.2% | -2.48% | 减仓 |
| 38 | FIS | Fidelity National Info Serv | -0.2% | -0.40% | 减仓 |
| 39 | MPC | Marathon Petroleum CORP | -0.2% | -0.41% | 减仓 |
| 40 | NFG | National Fuel Gas Co | -0.2% | EXIT | 清仓 |
| 41 | CVS | Cvs Health CORP | -0.2% | -2.87% | 减仓 |
| 42 | DINO | Hf Sinclair CORP | -0.2% | -4.91% | 减仓 |
| 43 | MMM | 3m Co | -0.2% | -0.10% | 减仓 |
| 44 | MDT | Medtronic plc | -0.2% | +0.44% | 加仓 |
| 45 | SBUX | Starbucks CORP | -0.3% | -12.98% | 减仓 |
| 46 | BEN | Franklin Resources Inc | -0.3% | -48.64% | 减仓 |
| 47 | OGN | Organon & Co | -0.3% | +4.86% | 加仓 |
| 48 | GNRC | Generac Holdings Inc | -0.4% | -43.68% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.01% | 减仓 |
| 50 | PARAA | Paramount Global-class A | -0.6% | -46.91% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Poehling Capital Management, INC. 在 Q4 2024 季度的美股持仓总市值约为 US$4.7亿，共申报了 135 个公开持股仓位。
在 Q4 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 (6.8%)、FRFHF (6.2%)、MKL (5.5%)。其中最大持股仓位 BRK-B 占据整体投资组合约 6.8% 的权重。
在 Q4 2024 季度中，Poehling Capital Management, INC. 共进行了 46 项持仓异动，包含新建仓 3 个仓位、加仓 18 个仓位、减仓 24 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 TGT。 本季清仓仓位包含 NFG。
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。
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。
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。