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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002065136
申报总市值
US$2.5亿
US$2.5亿
411 檔
27.1%
Q3 2024 季度申报显示，Ransom Advisory, Ltd 披露的美股组合总市值为 US$2.5亿，涵盖 411 个不同之权益投资仓位。
在 Q3 2024，Ransom Advisory, Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 0 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，Ransom Advisory, Ltd 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合计占整体申报市值的 27.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 411 只）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 10.14% | -0.80% | -1.86% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.82% | -2.12% | +27.09% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.58% | +0.62% | -0.10% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.43% | -0.93% | +0.48% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.19% | -0.45% | -2.19% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.70% | -0.16% | -2.71% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.50% | +0.20% | +9.57% | |
| 8 | ETN | Eaton Corporation plc | 股票-工业 | 2.00% | +1.53% | NEW | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.00% | -0.48% | -1.54% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.74% | -0.33% | +0.70% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.61% | — | — | |
| 12 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.52% | — | -0.39% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.51% | -0.08% | +0.62% | |
| 14 | HON | Honeywell International Inc | 股票-工业 | 1.48% | — | — | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.46% | — | -0.64% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.44% | -0.09% | -3.40% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.36% | +0.02% | -3.10% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | — | -1.01% | |
| 19 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.23% | — | -2.29% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.22% | — | -0.17% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | -0.06% | -3.23% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.02% | — | -1.81% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.98% | +0.78% | NEW | |
| 24 | MET | Metlife Inc | 股票-金融 | 0.95% | — | -0.81% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | -0.01% | -2.16% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | — | -4.07% | |
| 27 | PNC | Pnc Financial Services Group | 股票-金融 | 0.94% | -0.02% | -1.81% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | +0.02% | -1.30% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.84% | — | -1.36% | |
| 30 | TT | Trane Technologies plc | 股票-工业 | 0.78% | +0.52% | NEW | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | — | -2.62% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.75% | — | — | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 0.73% | — | +26.51% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.72% | +0.02% | +10.22% | |
| 35 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.68% | — | +4.09% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.68% | +0.66% | NEW | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | — | +14.78% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | +7.99% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事业 | 0.56% | — | -0.48% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.54% | — | +0.83% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | — | -4.75% | |
| 42 | EVR | Evercore Inc - A | 股票-金融 | 0.50% | — | — | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.48% | — | -2.09% | |
| 44 | BX | Blackstone Inc | 股票-金融 | 0.47% | — | -7.71% | |
| 45 | DE | Deere & Co | 股票-工业 | 0.47% | — | +9.14% | |
| 46 | CFG | Citizens Financial Group | 股票-金融 | 0.46% | — | -6.45% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.46% | — | -1.49% | |
| 48 | ROP | Roper Technologies Inc | 股票-科技 | 0.42% | — | — | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.41% | — | -7.79% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | — | -2.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +27.09% | 加仓 |
| 2 | LOW | Lowe's Cos Inc | +0.2% | -0.64% | 减仓 |
| 3 | MCD | Mcdonald's CORP | +0.2% | — | 不变 |
| 4 | HD | Home Depot Inc | +0.2% | -1.54% | 减仓 |
| 5 | AAPL | Apple Inc | +0.1% | -1.86% | 减仓 |
| 6 | EMR | Emerson Electric Co | +0.1% | +26.51% | 加仓 |
| 7 | NEE | Nextera Energy Inc | +0.1% | -1.81% | 减仓 |
| 8 | LMT | Lockheed Martin CORP | +0.1% | -2.62% | 减仓 |
| 9 | ABBV | Abbvie Inc | +0.1% | -0.17% | 减仓 |
| 10 | NKE | Nike Inc -cl B | +0.1% | -2.29% | 减仓 |
| 11 | MET | Metlife Inc | +0.1% | -0.81% | 减仓 |
| 12 | PNC | Pnc Financial Services Group | +0.1% | -1.81% | 减仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.71% | 减仓 |
| 14 | TT | Trane Technologies plc | +0.1% | -1.16% | 减仓 |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +0.89% | 加仓 |
| 16 | AMD | Advanced Micro Devices | +0.1% | +43.99% | 加仓 |
| 17 | VGIT | Vanguard Intermediate-term T | +0.1% | +12000.00% | 加仓 |
| 18 | AXP | American Express Co | +0.1% | — | 不变 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | -4.75% | 减仓 |
| 20 | EVR | Evercore Inc - A | +0.1% | — | 不变 |
| 21 | DE | Deere & Co | +0.1% | +9.14% | 加仓 |
| 22 | MMM | 3m Co | +0.1% | -6.39% | 减仓 |
| 23 | GIS | General Mills Inc | +0.1% | +11.87% | 加仓 |
| 24 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +13.85% | 加仓 |
| 25 | STZ | Constellation Brands Inc-a | +0.1% | +94.74% | 加仓 |
| 26 | GS | Goldman Sachs Group Inc | 0% | +0.62% | 加仓 |
| 27 | ORCL | Oracle CORP | 0% | — | 不变 |
| 28 | SHW | Sherwin-williams Co/the | 0% | — | 不变 |
| 29 | WEC | Wec Energy Group Inc | 0% | +2.16% | 加仓 |
| 30 | MA | Mastercard Inc - A | 0% | -1.36% | 减仓 |
| 31 | DUK | Duke Energy CORP | 0% | -0.48% | 减仓 |
| 32 | BX | Blackstone Inc | 0% | -7.71% | 减仓 |
| 33 | TMO | Thermo Fisher Scientific Inc | 0% | -3.10% | 减仓 |
| 34 | JNJ | Johnson & Johnson | 0% | -2.16% | 减仓 |
| 35 | CVS | Cvs Health CORP | 0% | +4.09% | 加仓 |
| 36 | WMT | Walmart Inc | 0% | -4.05% | 减仓 |
| 37 | CSCO | Cisco Systems Inc | 0% | -3.23% | 减仓 |
| 38 | ETN | Eaton Corporation plc | 0% | +0.78% | 加仓 |
| 39 | PG | Procter & Gamble Co/the | 0% | +0.70% | 加仓 |
| 40 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -58.82% | 减仓 |
| 41 | FDX | Fedex CORP | -0.1% | -2.09% | 减仓 |
| 42 | JPM | Jpmorgan Chase & Co | -0.2% | -2.19% | 减仓 |
| 43 | TSLA | Tesla Inc | -0.2% | -75.43% | 减仓 |
| 44 | AMZN | Amazon.com Inc | -0.2% | -3.40% | 减仓 |
| 45 | SBUX | Starbucks CORP | -0.3% | -68.93% | 减仓 |
| 46 | NVDA | Nvidia CORP | -0.4% | +0.48% | 加仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.8% | -0.10% | 减仓 |
| 48 | ADBE | Adobe Inc | — | NEW | 新建仓 |
| 49 | SDS | ProShares UltraShort S&P500 | — | NEW | 新建仓 |
| 50 | ARM | Arm Holdings Plc-adr | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Ransom Advisory, Ltd 在 Q3 2024 季度的美股持仓总市值约为 US$2.5亿，共申报了 411 个公开持股仓位。
在 Q3 2024 季度，Ransom Advisory, Ltd 按市值排列的前三大核心持股分别为：AAPL (10.1%)、MSFT (9.8%)、GOOGL (4.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.1% 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
ADBE
市值: US$44.5万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$1998.2万
在 Q3 2024 季度中，Ransom Advisory, Ltd 共进行了 45 项持仓异动，包含新建仓 3 个仓位、加仓 15 个仓位、减仓 27 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 ADBE。
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。