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: 0001351991
申报总市值
US$271.4亿
US$271.4亿
609 檔
19.2%
Q4 2024 季度申报显示，Rathbones Group PLC 披露的美股组合总市值为 US$271.4亿，涵盖 609 个不同之权益投资仓位。
Rathbones Group PLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 23 档持股的同时，亦同步清仓 4 档并减仓 18 档标的。
在资产配置集中度方面，Rathbones Group PLC 的前 5 大核心持股（包含 MSFT, AMZN, V 等）合计占整体申报市值的 19.2%，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 609 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 | MSFT | Microsoft CORP | 股票-科技 | 6.96% | -0.64% | +1.68% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.48% | -0.13% | +2.59% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 5.22% | -0.14% | -0.13% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.12% | +0.13% | +3.34% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.48% | +0.08% | -3.12% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.29% | -0.09% | +4.80% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | +0.19% | -2.48% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.20% | -0.22% | +5.26% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.01% | -0.14% | +6.53% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.88% | — | -4.74% | |
| 11 | ACN | Accenture plc | 股票-科技 | 1.84% | -0.49% | +5.18% | |
| 12 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.69% | -0.14% | +3.02% | |
| 13 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.44% | -0.37% | +3.32% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.41% | -0.17% | -0.37% | |
| 15 | SPGI | S&p Global Inc | 股票-金融 | 1.31% | -0.30% | +8.70% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.30% | -0.25% | -2.61% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 1.26% | -0.09% | +8.58% | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.18% | -0.21% | -3.85% | |
| 19 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.14% | -0.12% | +2.87% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.12% | -0.30% | +3.60% | |
| 21 | LIN | Linde plc | 股票-原材料 | 1.09% | -0.20% | -0.48% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.08% | +0.40% | -4.24% | |
| 23 | CME | Cme Group Inc | 股票-金融 | 1.07% | -0.39% | -28.00% | |
| 24 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.04% | -0.45% | -0.41% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | -0.11% | +12.57% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | -0.21% | +10.89% | |
| 27 | EQIX | Equinix Inc | 股票-房地产 | 0.90% | -0.12% | -0.01% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.85% | -0.10% | -2.17% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.84% | -0.44% | -1.51% | |
| 30 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.76% | -0.18% | +25.20% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.72% | +0.38% | +98.61% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | +0.34% | +20.94% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.70% | -0.04% | +1.99% | |
| 34 | DE | Deere & Co | 股票-工业 | 0.69% | -0.03% | -2.69% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | -0.12% | -18.56% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.69% | -0.06% | -0.16% | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.68% | +0.03% | +21.25% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.67% | +0.05% | +12.08% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.67% | -0.15% | -3.66% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.67% | -0.02% | -16.97% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.45% | -0.65% | |
| 42 | HON | Honeywell International Inc | 股票-工业 | 0.62% | -0.05% | +8.96% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.61% | -0.01% | +4.39% | |
| 44 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.59% | -0.09% | -3.71% | |
| 45 | CTAS | Cintas CORP | 股票-工业 | 0.59% | -0.05% | -3.62% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.58% | +0.01% | +31.08% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.55% | -0.11% | +12.66% | |
| 48 | WCN | Waste Connections Inc | 股票-工业 | 0.55% | -0.07% | -3.58% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.54% | -0.03% | -0.18% | |
| 50 | MLM | Martin Marietta Materials | 股票-原材料 | 0.51% | -0.07% | -3.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.8% | +2.59% | 加仓 |
| 2 | V | Visa Inc-class A Shares | +0.5% | -0.13% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.34% | 加仓 |
| 4 | APTV | Aptiv PLC | +0.5% | NEW | 新建仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +4.80% | 加仓 |
| 6 | RCL | Royal Caribbean Cruises Ltd. | +0.4% | +15633.16% | 加仓 |
| 7 | ICE | Intercontinental Exchange In | +0.3% | +24954.89% | 加仓 |
| 8 | GWRE | Guidewire Software Inc | +0.3% | NEW | 新建仓 |
| 9 | BLK | Blackrock Inc | +0.3% | NEW | 新建仓 |
| 10 | KKR | Kkr & Co Inc | +0.2% | +1216.23% | 加仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +58.27% | 加仓 |
| 12 | BKNG | Booking Holdings Inc | +0.2% | +2.87% | 加仓 |
| 13 | CDNS | Cadence Design Sys Inc | +0.2% | +21.25% | 加仓 |
| 14 | MRVL | Marvell Technology Inc | +0.1% | -0.71% | 减仓 |
| 15 | BRO | Brown & Brown Inc | +0.1% | NEW | 新建仓 |
| 16 | TXN | Texas Instruments Inc | +0.1% | +1179.51% | 加仓 |
| 17 | CRM | Salesforce Inc | +0.1% | +1.99% | 加仓 |
| 18 | UBER | Uber Technologies Inc | +0.1% | +157.69% | 加仓 |
| 19 | CVX | Chevron CORP | +0.1% | +31.35% | 加仓 |
| 20 | NVDA | Nvidia CORP | +0.1% | -2.48% | 减仓 |
| 21 | NOW | Servicenow Inc | +0.1% | -0.16% | 减仓 |
| 22 | HON | Honeywell International Inc | +0.1% | +8.96% | 加仓 |
| 23 | ROP | Roper Technologies Inc | +0.1% | +65.06% | 加仓 |
| 24 | MCK | Mckesson CORP | +0.1% | NEW | 新建仓 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -4.74% | 减仓 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +10.89% | 加仓 |
| 27 | DIS | Walt Disney Co/the | +0.1% | -2.17% | 减仓 |
| 28 | FWONK | Liberty Media Corp-formula-c | +0.1% | +0.05% | 加仓 |
| 29 | PG | Procter & Gamble Co/the | 0% | +12.57% | 加仓 |
| 30 | MA | Mastercard Inc - A | 0% | -0.37% | 减仓 |
| 31 | ACN | Accenture plc | 0% | +5.18% | 加仓 |
| 32 | AAPL | Apple Inc | — | -3.12% | 减仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.26% | 加仓 |
| 34 | PEP | Pepsico Inc | -0.1% | -8.11% | 减仓 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | -4.19% | 减仓 |
| 36 | CTAS | Cintas CORP | -0.1% | -3.62% | 减仓 |
| 37 | MDLZ | Mondelez International Inc-a | -0.2% | -0.18% | 减仓 |
| 38 | ADBE | Adobe Inc | -0.2% | +8.58% | 加仓 |
| 39 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清仓 |
| 40 | MCD | Mcdonald's CORP | -0.2% | -16.97% | 减仓 |
| 41 | LIN | Linde plc | -0.2% | -0.48% | 减仓 |
| 42 | EL | Estee Lauder Companies-cl A | -0.2% | -14.10% | 减仓 |
| 43 | KO | Coca-cola Co/the | -0.3% | +3.02% | 加仓 |
| 44 | JNJ | Johnson & Johnson | -0.3% | -18.56% | 减仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | +6.53% | 加仓 |
| 46 | SCHW | Schwab (charles) CORP | -0.3% | -93.57% | 减仓 |
| 47 | JBHT | Hunt (jb) Transprt Svcs Inc | -0.4% | EXIT | 清仓 |
| 48 | CME | Cme Group Inc | -0.4% | -28.00% | 减仓 |
| 49 | EFX | Equifax Inc | -0.4% | EXIT | 清仓 |
| 50 | APTV | Aptiv PLC | -0.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Rathbones Group PLC 在 Q4 2024 季度的美股持仓总市值约为 US$271.4亿，共申报了 609 个公开持股仓位。
在 Q4 2024 季度，Rathbones Group PLC 按市值排列的前三大核心持股分别为：MSFT (7.0%)、AMZN (5.5%)、V (5.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.0% 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
APTV
市值: US$9240.0万
本季最大获利了结 / 清仓标的
APTV
前期市值: US$1.0亿
在 Q4 2024 季度中，Rathbones Group PLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 23 个仓位、减仓 18 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 APTV。 本季清仓仓位包含 APTV。
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。