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: 0001455969
申报总市值
US$22.6亿
US$22.6亿
203 檔
22.2%
Q3 2024 季度申报显示，Reynders McVeigh Capital Management, LLC 披露的美股组合总市值为 US$22.6亿，涵盖 203 个不同之权益投资仓位。
Reynders McVeigh Capital Management, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 69 档持股的同时，亦同步清仓 5 档并减仓 80 档标的。
在资产配置集中度方面，Reynders McVeigh Capital Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 22.2%，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 203 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 | NVDA | Nvidia CORP | 股票-科技 | 8.29% | -0.24% | -4.38% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.28% | +0.02% | +1.60% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.11% | +1.16% | |
| 4 | CARR | Carrier Global CORP | 股票-工业 | 3.99% | +0.45% | -0.79% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.75% | -0.28% | +0.04% | |
| 6 | DHR | Danaher CORP | 股票-医疗保健 | 3.29% | -0.23% | +0.30% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 3.14% | +0.29% | -0.46% | |
| 8 | ROK | Rockwell Automation Inc | 股票-工业 | 2.88% | +0.76% | +1.46% | |
| 9 | ATR | Aptargroup Inc | 股票-医疗保健 | 2.53% | -0.97% | +0.94% | |
| 10 | TMUS | T-mobile US Inc | 股票-通信服务 | 2.49% | -0.66% | -0.30% | |
| 11 | XYL | Xylem Inc | 股票-工业 | 2.48% | +0.03% | +0.83% | |
| 12 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.46% | -0.51% | +1.25% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.24% | +0.35% | -0.51% | |
| 14 | SYK | Stryker CORP | 股票-医疗保健 | 2.10% | -0.22% | +0.80% | |
| 15 | APH | Amphenol Corp-cl A | 股票-科技 | 2.05% | +0.70% | +0.37% | |
| 16 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.01% | -0.40% | +0.50% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 1.80% | -0.15% | -3.20% | |
| 18 | VLTO | Veralto CORP | 股票-工业 | 1.70% | -0.13% | +2.74% | |
| 19 | NYT | New York Times Co-a | 股票-通信服务 | 1.65% | -0.35% | -2.08% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.64% | +0.02% | +1.58% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.56% | +0.21% | -1.34% | |
| 22 | ALC | Alcon Inc. | 股票-医疗保健 | 1.55% | -0.86% | +12.07% | |
| 23 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.54% | -0.25% | +0.55% | |
| 24 | TSLA | Tesla Inc | 股票-周期性消费 | 1.54% | -0.03% | -0.31% | |
| 25 | CCK | Crown Holdings Inc | 股票-周期性消费 | 1.53% | +0.02% | +2.16% | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.45% | -0.79% | EXIT | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.41% | -0.12% | +0.47% | |
| 28 | WM | Waste Management Inc | 股票-工业 | 1.40% | -0.17% | -1.56% | |
| 29 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.37% | +0.10% | +3.08% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 1.35% | +0.12% | +3.17% | |
| 31 | RELX | Relx PLC - Spon Adr | 股票-工业 | 1.24% | -0.41% | EXIT | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.20% | -0.03% | +14.76% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 1.20% | — | +0.98% | |
| 34 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.16% | — | -31.53% | |
| 35 | MDT | Medtronic plc | 股票-医疗保健 | 1.05% | -0.01% | EXIT | |
| 36 | TER | Teradyne Inc | 股票-科技 | 1.01% | +0.01% | +0.49% | |
| 37 | ULS | Ul Solutions Inc - Class A | 股票-工业 | 0.96% | +0.21% | +56.19% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | -0.08% | -2.86% | |
| 39 | APTV | Aptiv PLC | 股票-周期性消费 | 0.74% | — | -6.37% | |
| 40 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.66% | -0.07% | -4.60% | |
| 41 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.65% | +0.04% | +3.39% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.63% | -0.19% | +4854.20% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +0.49% | -1.81% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | -0.09% | +2.29% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.51% | +0.22% | +1.99% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | +0.03% | -2.34% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.39% | -0.69% | +5.72% | |
| 48 | PRGO | Perrigo Company plc | 股票-医疗保健 | 0.36% | — | +7.06% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.35% | — | -7.40% | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.35% | -0.02% | +1.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.6% | +4854.20% | 加仓 |
| 2 | CARR | Carrier Global CORP | +0.6% | -0.79% | 减仓 |
| 3 | ULS | Ul Solutions Inc - Class A | +0.4% | +56.19% | 加仓 |
| 4 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | +20.11% | 加仓 |
| 5 | AAPL | Apple Inc | +0.3% | +1.60% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.3% | -0.31% | 减仓 |
| 7 | CCK | Crown Holdings Inc | +0.3% | +2.16% | 加仓 |
| 8 | ARM | Arm Holdings Plc-adr | +0.3% | NEW | 新建仓 |
| 9 | RELX | Relx PLC - Spon Adr | +0.3% | +31.79% | 加仓 |
| 10 | IBM | Intl Business Machines CORP | +0.3% | +3.17% | 加仓 |
| 11 | ALC | Alcon Inc. | +0.2% | +12.07% | 加仓 |
| 12 | TMUS | T-mobile US Inc | +0.2% | -0.30% | 减仓 |
| 13 | VLTO | Veralto CORP | +0.2% | +2.74% | 加仓 |
| 14 | ATR | Aptargroup Inc | +0.2% | +0.94% | 加仓 |
| 15 | MA | Mastercard Inc - A | +0.2% | +0.04% | 加仓 |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +3.08% | 加仓 |
| 17 | DHR | Danaher CORP | +0.1% | +0.30% | 加仓 |
| 18 | HD | Home Depot Inc | +0.1% | +0.98% | 加仓 |
| 19 | ABT | Abbott Laboratories | +0.1% | +1.25% | 加仓 |
| 20 | ADP | Automatic Data Processing | +0.1% | -3.20% | 减仓 |
| 21 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +14.76% | 加仓 |
| 22 | MDT | Medtronic plc | +0.1% | -1.58% | 减仓 |
| 23 | TILE | Interface Inc | +0.1% | -1.14% | 减仓 |
| 24 | GRAL | Grail Inc | +0.1% | NEW | 新建仓 |
| 25 | FISV | Fiserv Inc | 0% | -4.18% | 减仓 |
| 26 | TMO | Thermo Fisher Scientific Inc | 0% | +1.06% | 加仓 |
| 27 | ORCL | Oracle CORP | 0% | — | 不变 |
| 28 | MCD | Mcdonald's CORP | 0% | -1.18% | 减仓 |
| 29 | TYL | Tyler Technologies Inc | 0% | +4.00% | 加仓 |
| 30 | HASI | Ha Sustainable Infrastructur | 0% | NEW | 新建仓 |
| 31 | MMM | 3m Co | 0% | NEW | 新建仓 |
| 32 | JNJ | Johnson & Johnson | 0% | -2.86% | 减仓 |
| 33 | UBER | Uber Technologies Inc | 0% | +5.72% | 加仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.09% | 减仓 |
| 35 | NXT | Nextpower Inc-cl A | 0% | +44.53% | 加仓 |
| 36 | EFX | Equifax Inc | 0% | — | 不变 |
| 37 | UL | Unilever PLC | 0% | -6.75% | 减仓 |
| 38 | DSGX | Descartes Systems Grp/the | 0% | +2.73% | 加仓 |
| 39 | MELI | Mercadolibre Inc | 0% | -1.36% | 减仓 |
| 40 | PGR | Progressive CORP | 0% | NEW | 新建仓 |
| 41 | XOM | Exxon Mobil CORP | 0% | +38.16% | 加仓 |
| 42 | NEE | Nextera Energy Inc | 0% | -0.27% | 减仓 |
| 43 | AVGO | Broadcom Inc | 0% | +982.68% | 加仓 |
| 44 | BLKCHF | Blackrock Inc | 0% | NEW | 新建仓 |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +17.23% | 加仓 |
| 46 | STZ | Constellation Brands Inc-a | 0% | +48.41% | 加仓 |
| 47 | IWM | Ishares Russell 2000 ETF | 0% | NEW | 新建仓 |
| 48 | DVY | Ishares Select Dividend ETF | 0% | NEW | 新建仓 |
| 49 | MTD | Mettler-toledo International | 0% | +11.24% | 加仓 |
| 50 | CAT | Caterpillar Inc | 0% | +9.23% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Reynders McVeigh Capital Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$22.6亿，共申报了 203 个公开持股仓位。
在 Q3 2024 季度，Reynders McVeigh Capital Management, LLC 按市值排列的前三大核心持股分别为：NVDA (8.3%)、AAPL (6.3%)、MSFT (4.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.3% 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
ARM
市值: US$529.3万
本季最大获利了结 / 清仓标的
EW
前期市值: US$42.3万
在 Q3 2024 季度中，Reynders McVeigh Capital Management, LLC 共进行了 164 项持仓异动，包含新建仓 10 个仓位、加仓 69 个仓位、减仓 80 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ARM。 本季清仓仓位包含 EW。
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。