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: 0001238990
申报总市值
US$20.2亿
US$20.2亿
176 檔
11.1%
在 Q1 2024 申报期间，Punch & Associates Investment Management, Inc.（CIK: 0001238990）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$20.2亿，共持有 176 个公开申报仓位。
在 Q1 2024，Punch & Associates Investment Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 23 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Punch & Associates Investment Management, Inc. 的前 5 大核心持股（包含 SNEX, BXC, RDNT 等）合计占整体申报市值的 11.1%，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
RPRX
市值: US$1120.4万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$2043.8万
| # | 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 | SNEX | Stonex Group Inc | 股票-金融 | 3.32% | -0.32% | +0.22% | |
| 2 | BXC | Bluelinx Holdings Inc | 股票-其他 | 2.90% | +0.02% | -10.86% | |
| 3 | RDNT | Radnet Inc | 股票-医疗保健 | 2.37% | +0.01% | -8.79% | |
| 4 | GSL | Global Ship Lease, Inc. | 股票-其他 | 2.18% | -0.12% | -1.94% | |
| 5 | PARR | Par Pacific Holdings Inc | 股票-能源 | 1.95% | -0.40% | -9.66% | |
| 6 | ACA | Arcosa Inc | 股票-工业 | 1.72% | +0.28% | +4.21% | |
| 7 | PDX | Pimco Dynamic Income Strat | 股票-其他 | 1.55% | -0.36% | +18.96% | |
| 8 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 1.54% | +0.06% | -28.89% | |
| 9 | GRBK | Green Brick Partners Inc | 股票-其他 | 1.53% | +0.18% | -3.72% | |
| 10 | VRRM | Verra Mobility CORP | 股票-其他 | 1.53% | -0.95% | EXIT | |
| 11 | FC | Franklin Covey Co | 股票-其他 | 1.37% | — | +0.55% | |
| 12 | HSTM | Healthstream Inc | 股票-其他 | 1.32% | — | +3.22% | |
| 13 | EFC | Ellington Financial Inc | 股票-其他 | 1.32% | — | +22.18% | |
| 14 | CALY | Callaway Golf Company | 股票-其他 | 1.26% | — | +15.42% | |
| 15 | WTTR | Select Water Solutions Inc | 股票-其他 | 1.22% | +0.07% | +0.81% | |
| 16 | BLDR | Builders Firstsource Inc | 股票-工业 | 1.22% | -0.17% | -9.40% | |
| 17 | AVNW | Aviat Networks Inc | 股票-其他 | 1.19% | — | +6.81% | |
| 18 | KKR | Kkr & Co Inc | 股票-金融 | 1.11% | -0.12% | -4.47% | |
| 19 | UTI | Universal Technical Institut | 股票-其他 | 1.07% | +0.08% | -4.94% | |
| 20 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 1.06% | — | +33.15% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.04% | +0.12% | +2.48% | |
| 22 | HLMN | Hillman Solutions CORP | 股票-其他 | 1.03% | -0.06% | +0.81% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.12% | -17.50% | |
| 24 | CIVI | Civitas Resources Inc | 股票-其他 | 1.00% | — | +6.66% | |
| 25 | TDW | Tidewater Inc | 股票-能源 | 1.00% | -0.55% | +54.88% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | -0.09% | -6.32% | |
| 27 | VTS | Vitesse Energy Inc | 股票-其他 | 0.99% | -0.16% | +32.21% | |
| 28 | FISV | Fiserv Inc | 股票-其他 | 0.97% | — | +2.13% | |
| 29 | CSWC | Capital Southwest CORP | 股票-其他 | 0.95% | — | -14.41% | |
| 30 | PLOW | Douglas Dynamics Inc | 股票-其他 | 0.92% | +0.25% | +82.03% | |
| 31 | ATEN | A10 Networks Inc | 股票-其他 | 0.92% | +0.25% | +0.81% | |
| 32 | ALG | Alamo Group Inc | 股票-其他 | 0.90% | -0.06% | +1.26% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.88% | -0.10% | +3.91% | |
| 34 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.87% | — | +1.12% | |
| 35 | PTB | Potbelly CORP | 股票-其他 | 0.85% | — | -6.49% | |
| 36 | CSW | Csw Industrials Inc | 股票-工业 | 0.82% | -0.02% | -29.66% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.03% | -7.75% | |
| 38 | DGII | Digi International Inc | 股票-其他 | 0.81% | — | +1.08% | |
| 39 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.81% | — | +0.80% | |
| 40 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 0.78% | — | -12.44% | |
| 41 | ADUS | Addus Homecare CORP | 股票-其他 | 0.76% | -0.02% | -7.02% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.08% | -5.50% | |
| 43 | LEGH | Legacy Housing CORP | 股票-其他 | 0.74% | +0.06% | -1.82% | |
| 44 | PPHMEUR | Avid Bioservices Inc | 股票-其他 | 0.74% | — | +44.97% | |
| 45 | BV | Brightview Holdings Inc | 股票-其他 | 0.72% | +0.07% | -18.69% | |
| 46 | RILY | Brc Group Holdings Inc | 股票-其他 | 0.72% | — | -14.51% | |
| 47 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.71% | -0.11% | +12.78% | |
| 48 | DSGR | Distribution Solutions Group | 股票-其他 | 0.70% | — | -1.75% | |
| 49 | BG | Bunge Global SA | 股票-非周期性消费 | 0.70% | -0.65% | +46.63% | |
| 50 | EFT | Techtarget | 股票-其他 | 0.68% | — | +52.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RPRX | Royalty Pharma plc | +0.6% | NEW | 新建仓 |
| 2 | LAUR | Laureate Education Inc | +0.5% | NEW | 新建仓 |
| 3 | TDW | Tidewater Inc | +0.5% | +54.88% | 加仓 |
| 4 | RDNT | Radnet Inc | +0.5% | -8.79% | 减仓 |
| 5 | MODNEUR | Model N Inc | +0.4% | NEW | 新建仓 |
| 6 | CMCO | Columbus Mckinnon Corp/ny | +0.3% | +33.15% | 加仓 |
| 7 | HP5A | Equity Commonwealth | +0.3% | +174.69% | 加仓 |
| 8 | PLOW | Douglas Dynamics Inc | +0.3% | +82.03% | 加仓 |
| 9 | VTS | Vitesse Energy Inc | +0.3% | +32.21% | 加仓 |
| 10 | MDXG | Mimedx Group Inc | +0.3% | NEW | 新建仓 |
| 11 | PDX | Pimco Dynamic Income Strat | +0.3% | +18.96% | 加仓 |
| 12 | CALY | Callaway Golf Company | +0.3% | +15.42% | 加仓 |
| 13 | DIS | Walt Disney Co/the | +0.2% | +3.91% | 加仓 |
| 14 | PPHMEUR | Avid Bioservices Inc | +0.2% | +44.97% | 加仓 |
| 15 | BG | Bunge Global SA | +0.2% | +46.63% | 加仓 |
| 16 | ALEX | Alexander & Baldwin Inc | +0.2% | NEW | 新建仓 |
| 17 | AVNW | Aviat Networks Inc | +0.2% | +6.81% | 加仓 |
| 18 | EFT | Techtarget | +0.2% | +52.83% | 加仓 |
| 19 | WTTR | Select Water Solutions Inc | +0.2% | +0.81% | 加仓 |
| 20 | UFPT | Ufp Technologies Inc | +0.2% | — | 不变 |
| 21 | DEA | Easterly Government Properties, Inc. | +0.2% | +88.93% | 加仓 |
| 22 | UTI | Universal Technical Institut | +0.2% | -4.94% | 减仓 |
| 23 | FISV | Fiserv Inc | +0.2% | +2.13% | 加仓 |
| 24 | LINC | Lincoln Educational Services | +0.2% | +50.85% | 加仓 |
| 25 | VRRM | Verra Mobility CORP | +0.2% | +5.19% | 加仓 |
| 26 | CVEO | Civeo CORP | +0.1% | +15.33% | 加仓 |
| 27 | DGII | Digi International Inc | +0.1% | +1.08% | 加仓 |
| 28 | CLMB | Climb Global Solutions Inc | +0.1% | -0.38% | 减仓 |
| 29 | EFC | Ellington Financial Inc | +0.1% | +22.18% | 加仓 |
| 30 | CIVI | Civitas Resources Inc | +0.1% | +6.66% | 加仓 |
| 31 | KKR | Kkr & Co Inc | +0.1% | -4.47% | 减仓 |
| 32 | GRBK | Green Brick Partners Inc | +0.1% | -3.72% | 减仓 |
| 33 | OCSL | Oaktree Specialty Lending Co | -0.2% | -12.44% | 减仓 |
| 34 | LLY | Eli Lilly & Co | -0.2% | EXIT | 清仓 |
| 35 | STEW | Srh Total Return Fund Inc | -0.2% | -67.83% | 减仓 |
| 36 | PARR | Par Pacific Holdings Inc | -0.2% | -9.66% | 减仓 |
| 37 | BHB | Bar Harbor Bankshares | -0.2% | EXIT | 清仓 |
| 38 | LUNA | Luna Innovations Inc | -0.2% | +3.88% | 加仓 |
| 39 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -68.00% | 减仓 |
| 40 | HBIOUSD | Harvard Bioscience Inc | -0.2% | -4.99% | 减仓 |
| 41 | CSW | Csw Industrials Inc | -0.2% | -29.66% | 减仓 |
| 42 | VOO | Vanguard S&p 500 ETF | -0.3% | -99.40% | 减仓 |
| 43 | SNEX | Stonex Group Inc | -0.3% | +0.22% | 加仓 |
| 44 | ✓ | -0.3% | -27.88% | 减仓 | |
| 45 | FTHY | First Trust Hi Yld Opp 2027 | -0.3% | -43.06% | 减仓 |
| 46 | DCGO | Docgo Inc | -0.3% | -19.29% | 减仓 |
| 47 | IVE | Ishares S&p 500 Value ETF | -0.3% | -68.22% | 减仓 |
| 48 | PPLI | People Inc | -0.4% | EXIT | 清仓 |
| 49 | CION | Cion Investment CORP | -0.4% | -52.11% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -1.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Punch & Associates Investment Management, Inc. 在 Q1 2024 季度的美股持仓总市值约为 US$20.2亿，共申报了 176 个公开持股仓位。
在 Q1 2024 季度，Punch & Associates Investment Management, Inc. 按市值排列的前三大核心持股分别为：SNEX (3.3%)、BXC (2.9%)、RDNT (2.4%)。其中最大持股仓位 SNEX 占据整体投资组合约 3.3% 的权重。
在 Q1 2024 季度中，Punch & Associates Investment Management, Inc. 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 23 个仓位、减仓 17 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 RPRX。 本季清仓仓位包含 UNH。
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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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。