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
175 檔
10.4%
在 Q2 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 175 个公开申报仓位。
在 Q2 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 4 个新仓位，并对 25 个既有持股进行加仓（合计增持 29 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, RDNT, GSL 等）合计占整体申报市值的 10.4%，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 | SNEX | Stonex Group Inc | 股票-金融 | 3.56% | -0.32% | -2.73% | |
| 2 | RDNT | Radnet Inc | 股票-医疗保健 | 2.56% | +0.01% | -13.47% | |
| 3 | GSL | Global Ship Lease, Inc. | 股票-其他 | 2.34% | -0.12% | -26.39% | |
| 4 | BXC | Bluelinx Holdings Inc | 股票-其他 | 2.12% | +0.02% | -0.49% | |
| 5 | ACA | Arcosa Inc | 股票-工业 | 1.73% | +0.28% | +0.42% | |
| 6 | PDX | Pimco Dynamic Income Strat | 股票-其他 | 1.73% | -0.36% | +3.00% | |
| 7 | VRRM | Verra Mobility CORP | 股票-其他 | 1.72% | -0.95% | EXIT | |
| 8 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 1.59% | +0.06% | -22.53% | |
| 9 | EFC | Ellington Financial Inc | 股票-其他 | 1.54% | — | +11.52% | |
| 10 | GRBK | Green Brick Partners Inc | 股票-其他 | 1.51% | +0.18% | +0.55% | |
| 11 | WTTR | Select Water Solutions Inc | 股票-其他 | 1.46% | +0.07% | -0.02% | |
| 12 | HSTM | Healthstream Inc | 股票-其他 | 1.39% | — | -1.92% | |
| 13 | FC | Franklin Covey Co | 股票-其他 | 1.38% | — | +1.36% | |
| 14 | PARR | Par Pacific Holdings Inc | 股票-能源 | 1.33% | -0.40% | -2.91% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | +0.12% | +1.48% | |
| 16 | CALY | Callaway Golf Company | 股票-其他 | 1.23% | — | +0.49% | |
| 17 | VTS | Vitesse Energy Inc | 股票-其他 | 1.22% | -0.16% | +20.95% | |
| 18 | PPHMEUR | Avid Bioservices Inc | 股票-其他 | 1.22% | — | +50.95% | |
| 19 | UTI | Universal Technical Institut | 股票-其他 | 1.09% | +0.08% | +0.66% | |
| 20 | TDW | Tidewater Inc | 股票-能源 | 1.07% | -0.55% | +0.95% | |
| 21 | ATEN | A10 Networks Inc | 股票-其他 | 1.04% | +0.25% | +9.05% | |
| 22 | CSWC | Capital Southwest CORP | 股票-其他 | 1.02% | — | +0.08% | |
| 23 | KKR | Kkr & Co Inc | 股票-金融 | 1.02% | -0.12% | -14.02% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.09% | +0.50% | |
| 25 | CSW | Csw Industrials Inc | 股票-工业 | 0.95% | -0.02% | -0.00% | |
| 26 | CIVI | Civitas Resources Inc | 股票-其他 | 0.95% | — | +0.91% | |
| 27 | FISV | Fiserv Inc | 股票-其他 | 0.94% | — | +1.19% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.12% | -14.60% | |
| 29 | BLDR | Builders Firstsource Inc | 股票-工业 | 0.93% | -0.17% | +12.22% | |
| 30 | AVNW | Aviat Networks Inc | 股票-其他 | 0.92% | — | +0.60% | |
| 31 | PLOW | Douglas Dynamics Inc | 股票-其他 | 0.92% | +0.25% | +0.20% | |
| 32 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.88% | — | +1.12% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.88% | -0.08% | +0.47% | |
| 34 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.88% | -0.06% | -0.08% | |
| 35 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 0.85% | — | +0.68% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.03% | +0.25% | |
| 37 | BV | Brightview Holdings Inc | 股票-其他 | 0.83% | +0.07% | +0.23% | |
| 38 | CVCO | Cavco Industries Inc | 股票-周期性消费 | 0.83% | +0.22% | +51.83% | |
| 39 | LEGH | Legacy Housing CORP | 股票-其他 | 0.82% | +0.06% | +1.68% | |
| 40 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.82% | — | -0.05% | |
| 41 | ADUS | Addus Homecare CORP | 股票-其他 | 0.81% | -0.02% | -8.22% | |
| 42 | CLMB | Climb Global Solutions Inc | 股票-其他 | 0.80% | — | +34.47% | |
| 43 | BG | Bunge Global SA | 股票-非周期性消费 | 0.76% | -0.65% | +1.86% | |
| 44 | LAUR | Laureate Education Inc | 股票-其他 | 0.76% | -0.13% | +34.29% | |
| 45 | AGYS | Agilysys Inc | 股票-其他 | 0.75% | +0.56% | — | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | -0.10% | +1.23% | |
| 47 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.72% | +0.05% | +0.38% | |
| 48 | BBDC | Barings Bdc Inc | 股票-其他 | 0.72% | — | +0.12% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.71% | -0.11% | +1.74% | |
| 50 | ALG | Alamo Group Inc | 股票-其他 | 0.70% | -0.06% | +0.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NEOG | Neogen CORP | +0.5% | NEW | 新建仓 |
| 2 | RTO | Rentokil Initial Plc-sp Adr | +0.5% | NEW | 新建仓 |
| 3 | PPHMEUR | Avid Bioservices Inc | +0.5% | +50.95% | 加仓 |
| 4 | CLFD | Clearfield Inc | +0.4% | +335.18% | 加仓 |
| 5 | BRSP | Brightspire Capital Inc | +0.3% | +214.84% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.48% | 加仓 |
| 7 | WTTR | Select Water Solutions Inc | +0.2% | -0.02% | 减仓 |
| 8 | SNEX | Stonex Group Inc | +0.2% | -2.73% | 减仓 |
| 9 | VTS | Vitesse Energy Inc | +0.2% | +20.95% | 加仓 |
| 10 | LAUR | Laureate Education Inc | +0.2% | +34.29% | 加仓 |
| 11 | CVCO | Cavco Industries Inc | +0.2% | +51.83% | 加仓 |
| 12 | EFC | Ellington Financial Inc | +0.2% | +11.52% | 加仓 |
| 13 | LADR | Ladder Capital Corp-reit | +0.2% | NEW | 新建仓 |
| 14 | DSP | Viant Technology Inc-a | +0.2% | NEW | 新建仓 |
| 15 | MDXG | Mimedx Group Inc | +0.2% | +84.10% | 加仓 |
| 16 | ✓ | +0.2% | +47.28% | 加仓 | |
| 17 | VRRM | Verra Mobility CORP | +0.2% | +0.37% | 加仓 |
| 18 | RDNT | Radnet Inc | +0.2% | -13.47% | 减仓 |
| 19 | PDX | Pimco Dynamic Income Strat | +0.2% | +3.00% | 加仓 |
| 20 | HP5A | Equity Commonwealth | +0.2% | +28.07% | 加仓 |
| 21 | AGYS | Agilysys Inc | +0.2% | — | 不变 |
| 22 | BCIC | Bcp Investment CORP | +0.2% | +114.05% | 加仓 |
| 23 | LINC | Lincoln Educational Services | +0.2% | +10.07% | 加仓 |
| 24 | CLMB | Climb Global Solutions Inc | +0.1% | +34.47% | 加仓 |
| 25 | SKY | Champion Homes Inc | +0.1% | +56.88% | 加仓 |
| 26 | DSGR | Distribution Solutions Group | -0.1% | -0.42% | 减仓 |
| 27 | ALNT | Allient Inc | -0.1% | +6.04% | 加仓 |
| 28 | DIS | Walt Disney Co/the | -0.1% | +1.23% | 加仓 |
| 29 | BC | Brunswick CORP | -0.1% | +0.51% | 加仓 |
| 30 | MTCH | Match Group Inc | -0.1% | -8.23% | 减仓 |
| 31 | NTIC | Northern Technologies Intl | -0.1% | -48.73% | 减仓 |
| 32 | EPM | Evolution Petroleum CORP | -0.1% | -84.11% | 减仓 |
| 33 | HLMN | Hillman Solutions CORP | -0.2% | -0.08% | 减仓 |
| 34 | XPEL | Xpel Inc | -0.2% | -15.06% | 减仓 |
| 35 | LUNA | Luna Innovations Inc | -0.2% | -74.23% | 减仓 |
| 36 | ALG | Alamo Group Inc | -0.2% | +0.35% | 加仓 |
| 37 | CMCO | Columbus Mckinnon Corp/ny | -0.2% | +0.68% | 加仓 |
| 38 | HBIOUSD | Harvard Bioscience Inc | -0.2% | — | 不变 |
| 39 | ALTG | Alta Equipment Group Inc | -0.3% | -10.43% | 减仓 |
| 40 | AVNW | Aviat Networks Inc | -0.3% | +0.60% | 加仓 |
| 41 | PTB | Potbelly CORP | -0.3% | +0.61% | 加仓 |
| 42 | BLDR | Builders Firstsource Inc | -0.3% | +12.22% | 加仓 |
| 43 | OCSL | Oaktree Specialty Lending Co | -0.3% | -37.38% | 减仓 |
| 44 | WMB | Williams Cos Inc | -0.3% | EXIT | 清仓 |
| 45 | CION | Cion Investment CORP | -0.4% | EXIT | 清仓 |
| 46 | DGII | Digi International Inc | -0.4% | -31.34% | 减仓 |
| 47 | MODNEUR | Model N Inc | -0.4% | EXIT | 清仓 |
| 48 | CTAS | Cintas CORP | -0.5% | -85.43% | 减仓 |
| 49 | PARR | Par Pacific Holdings Inc | -0.6% | -2.91% | 减仓 |
| 50 | BXC | Bluelinx Holdings Inc | -0.8% | -0.49% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Punch & Associates Investment Management, Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$20.2亿，共申报了 175 个公开持股仓位。
在 Q2 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 (3.6%)、RDNT (2.6%)、GSL (2.3%)。其中最大持股仓位 SNEX 占据整体投资组合约 3.6% 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
NEOG
市值: US$911.5万
本季最大获利了结 / 清仓标的
MODNEUR
前期市值: US$775.9万
在 Q2 2024 季度中，Punch & Associates Investment Management, Inc. 共进行了 48 项持仓异动，包含新建仓 4 个仓位、加仓 25 个仓位、减仓 16 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 NEOG。 本季清仓仓位包含 MODNEUR。
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。