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: 0001599016
申报总市值
US$3.7亿
US$3.7亿
51 檔
26.6%
在 Q4 2024 的 13F 官方备案中，Rench Wealth Management, Inc. 管理的美股投资组合规模来到 US$3.7亿，整体持股档数为 51 档。
在 Q4 2024，Rench Wealth Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 27 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Rench Wealth Management, Inc. 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 26.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 10.00% | -1.00% | -3.04% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.88% | +0.04% | -0.19% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.01% | -0.51% | +1.20% | |
| 4 | AJG | Arthur J Gallagher & Co | 股票-金融 | 4.71% | -0.14% | +2.41% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.15% | -0.07% | -0.41% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.89% | +0.07% | +3.12% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.59% | +0.38% | +3.07% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.16% | -0.23% | -1.07% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.78% | -0.29% | -3.08% | |
| 10 | PAYX | Paychex Inc | 股票-科技 | 2.68% | -0.06% | -2.07% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.65% | -0.44% | -1.20% | |
| 12 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.59% | -0.46% | +4.68% | |
| 13 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 2.31% | -0.43% | +2.76% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.31% | -0.38% | +4.56% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 2.15% | -0.14% | +3.09% | |
| 16 | LHX | L3harris Technologies Inc | 股票-工业 | 2.05% | -0.71% | -0.98% | |
| 17 | LRCXEUR | Lam Research CORP | 股票-科技 | 2.01% | — | +929.66% | |
| 18 | FAST | Fastenal Co | 股票-工业 | 1.96% | -0.18% | +2.57% | |
| 19 | ETR | Entergy CORP | 股票-公用事业 | 1.96% | -0.22% | +94.90% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.89% | +0.34% | -3.71% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 1.80% | +1.97% | +3.36% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.80% | -0.73% | +1.94% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.75% | -0.31% | +4.27% | |
| 24 | RSG | Republic Services Inc | 股票-工业 | 1.69% | -0.24% | +7.88% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 1.65% | +0.05% | -3.68% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.59% | -0.23% | +1.87% | |
| 27 | MCHP | Microchip Technology Inc | 股票-科技 | 1.58% | +0.48% | +3.20% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.54% | -0.59% | +1.56% | |
| 29 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 1.54% | -1.15% | EXIT | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 1.48% | +0.56% | -1.70% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.47% | -0.07% | +0.21% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 1.36% | -0.03% | -5.31% | |
| 33 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.36% | -0.29% | -3.05% | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.31% | -0.12% | -4.22% | |
| 35 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.25% | +0.13% | -5.95% | |
| 36 | SO | Southern Co/the | 股票-公用事业 | 1.25% | -0.14% | +0.08% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 1.22% | -0.04% | -4.04% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.59% | -0.01% | — | |
| 39 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.50% | +0.11% | +91.97% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.28% | -0.04% | +214.22% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.18% | +0.01% | +3.66% | |
| 42 | ECL | Ecolab Inc | 股票-原材料 | 0.17% | -0.01% | -15.34% | |
| 43 | APP | Applovin Corp-class A | 股票-科技 | 0.14% | +0.01% | — | |
| 44 | SMPL | Simply Good Foods Co/the | 股票-其他 | 0.13% | — | — | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.11% | — | — | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.10% | +0.18% | — | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.10% | -0.02% | +0.41% | |
| 48 | WMT | Walmart Inc | 股票-非周期性消费 | 0.10% | -0.02% | +10.14% | |
| 49 | TSLA | Tesla Inc | 股票-周期性消费 | 0.08% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.08% | +0.02% | +0.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.7% | +3.12% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | -3.04% | 减仓 |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.6% | NEW | 新建仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +3.07% | 加仓 |
| 5 | AAPL | Apple Inc | +0.5% | -0.19% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | -0.41% | 减仓 |
| 7 | ISRG | Intuitive Surgical Inc | +0.3% | +4.68% | 加仓 |
| 8 | ETR | Entergy CORP | +0.2% | +94.90% | 加仓 |
| 9 | MA | Mastercard Inc - A | +0.2% | +3.09% | 加仓 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +4.56% | 加仓 |
| 11 | DHI | Dr Horton Inc | +0.1% | +91.97% | 加仓 |
| 12 | APP | Applovin Corp-class A | +0.1% | NEW | 新建仓 |
| 13 | AJG | Arthur J Gallagher & Co | +0.1% | +2.41% | 加仓 |
| 14 | SMPL | Simply Good Foods Co/the | +0.1% | NEW | 新建仓 |
| 15 | BA | Boeing Co/the | +0.1% | -4.04% | 减仓 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -1.70% | 减仓 |
| 17 | RSG | Republic Services Inc | +0.1% | +7.88% | 加仓 |
| 18 | IWS | Ishares Russell Mid-cap Valu | +0.1% | NEW | 新建仓 |
| 19 | ASML | ASML Holding N.V. | +0.1% | NEW | 新建仓 |
| 20 | TSLA | Tesla Inc | +0.1% | NEW | 新建仓 |
| 21 | T | At&t Inc | +0.1% | NEW | 新建仓 |
| 22 | FAST | Fastenal Co | +0.1% | +2.57% | 加仓 |
| 23 | PAYX | Paychex Inc | 0% | -2.07% | 减仓 |
| 24 | WMT | Walmart Inc | 0% | +10.14% | 加仓 |
| 25 | DPZ | Domino's Pizza Inc | 0% | +3.68% | 加仓 |
| 26 | IBM | Intl Business Machines CORP | 0% | +3.66% | 加仓 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.23% | 加仓 |
| 28 | SCHD | Schwab US Dvd Equity ETF | — | +214.22% | 加仓 |
| 29 | PEP | Pepsico Inc | 0% | +0.41% | 加仓 |
| 30 | CVX | Chevron CORP | 0% | +1.56% | 加仓 |
| 31 | INTU | Intuit Inc | -0.1% | -3.68% | 减仓 |
| 32 | ECL | Ecolab Inc | -0.1% | -15.34% | 减仓 |
| 33 | ABT | Abbott Laboratories | -0.1% | -1.20% | 减仓 |
| 34 | OKE | Oneok Inc | -0.1% | EXIT | 清仓 |
| 35 | MSFT | Microsoft CORP | -0.1% | +1.20% | 加仓 |
| 36 | SO | Southern Co/the | -0.1% | +0.08% | 加仓 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | +1.94% | 加仓 |
| 38 | LOW | Lowe's Cos Inc | -0.1% | +1.87% | 加仓 |
| 39 | PEG | Public Service Enterprise Gp | -0.1% | -4.22% | 减仓 |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -1.07% | 减仓 |
| 41 | UPS | United Parcel Service-cl B | -0.2% | -5.31% | 减仓 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | +0.21% | 加仓 |
| 43 | LRCXEUR | Lam Research CORP | -0.2% | +929.66% | 加仓 |
| 44 | VZ | Verizon Communications Inc | -0.2% | -3.05% | 减仓 |
| 45 | NEE | Nextera Energy Inc | -0.2% | +4.27% | 加仓 |
| 46 | LHX | L3harris Technologies Inc | -0.3% | -0.98% | 减仓 |
| 47 | AMAT | Applied Materials Inc | -0.4% | +3.36% | 加仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | -3.71% | 减仓 |
| 49 | JNJ | Johnson & Johnson | -0.5% | -3.08% | 减仓 |
| 50 | BAH | Booz Allen Hamilton Holdings | -0.6% | +2.76% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Rench Wealth Management, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$3.7亿，共申报了 51 个公开持股仓位。
在 Q4 2024 季度，Rench Wealth Management, Inc. 按市值排列的前三大核心持股分别为：NVDA (10.0%)、AAPL (7.9%)、MSFT (7.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.0% 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
RSP
市值: US$171.8万
本季最大获利了结 / 清仓标的
OKE
前期市值: US$25.8万
在 Q4 2024 季度中，Rench Wealth Management, Inc. 共进行了 52 项持仓异动，包含新建仓 7 个仓位、加仓 27 个仓位、减仓 17 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 RSP。 本季清仓仓位包含 OKE。
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。