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: 0001703556
申报总市值
US$2.7亿
US$2.7亿
697 檔
15.6%
Q3 2024 季度申报显示，Ridgewood Investments LLC 披露的美股组合总市值为 US$2.7亿，涵盖 697 个不同之权益投资仓位。
在 Q3 2024，Ridgewood Investments LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 1 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，Ridgewood Investments LLC 的前 5 大核心持股（包含 BRK-B, SHV, GOOGL 等）合计占整体申报市值的 15.6%，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 697 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.35% | -0.69% | -0.52% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 3.56% | -0.18% | +0.64% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.06% | +0.29% | +2.92% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.95% | +0.12% | -0.44% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.86% | +0.03% | -1.82% | |
| 6 | MKL | Markel Group Inc | 股票-金融 | 1.58% | -0.12% | -0.98% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.51% | -0.13% | +0.37% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.21% | +0.08% | +4.31% | |
| 9 | MDT | Medtronic plc | 股票-医疗保健 | 1.13% | -0.04% | -6.27% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.13% | +0.14% | -4.14% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.12% | +0.03% | -1.70% | |
| 12 | SNN | Smith & Nephew PLC -spon Adr | 股票-其他 | 1.11% | -0.10% | EXIT | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.03% | -0.04% | -3.89% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.98% | +0.12% | -21.09% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.93% | +0.13% | +0.24% | |
| 16 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.92% | -0.01% | -0.57% | |
| 17 | AFL | Aflac Inc | 股票-金融 | 0.89% | -0.02% | -17.09% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工业 | 0.88% | +0.03% | +10.54% | |
| 19 | NDAQ | Nasdaq Inc | 股票-金融 | 0.87% | -0.02% | -7.56% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.85% | -0.04% | -9.74% | |
| 21 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.84% | — | +1.50% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.84% | -0.18% | -8.73% | |
| 23 | RTX | Rtx CORP | 股票-工业 | 0.83% | — | -19.86% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.83% | +0.36% | -8.81% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | -0.07% | -4.33% | |
| 26 | CNH | CNH Industrial N.V. | 股票-工业 | 0.77% | -0.18% | -8.09% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | +0.01% | +192.67% | |
| 28 | PFE | Pfizer Inc | 股票-医疗保健 | 0.75% | -0.14% | -8.14% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.74% | — | +0.68% | |
| 30 | ORI | Old Republic Intl CORP | 股票-金融 | 0.72% | +0.08% | -16.54% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.04% | -13.96% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | +0.01% | -5.26% | |
| 33 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.69% | -0.02% | -9.98% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.69% | -0.02% | +110.71% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.68% | -0.49% | +6.18% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | -0.02% | -0.65% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | +0.08% | -26.24% | |
| 38 | GGG | Graco Inc | 股票-工业 | 0.67% | -0.10% | +0.08% | |
| 39 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.66% | — | -8.29% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | -0.02% | -6.66% | |
| 41 | D | Dominion Energy Inc | 股票-公用事业 | 0.65% | — | -9.14% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | +0.19% | -17.28% | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.63% | -0.08% | -10.26% | |
| 44 | NTR | Nutrien LTD | 股票-原材料 | 0.62% | -0.03% | -8.92% | |
| 45 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.59% | +0.06% | +52.16% | |
| 46 | NTES | Netease Inc-adr | 股票-通信服务 | 0.59% | +0.09% | +138.03% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.59% | -0.07% | -9.21% | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.59% | +0.09% | -1.02% | |
| 49 | AX | Axos Financial Inc | 股票-金融 | 0.58% | +0.02% | -2.95% | |
| 50 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.57% | -0.13% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | -0.52% | 减仓 |
| 2 | QCOM | Qualcomm Inc | +0.5% | +192.67% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.4% | +43510.00% | 加仓 |
| 4 | NTES | Netease Inc-adr | +0.3% | +138.03% | 加仓 |
| 5 | SCHW | Schwab (charles) CORP | +0.3% | +110.71% | 加仓 |
| 6 | MSM | Msc Industrial Direct Co-a | +0.3% | +2183.08% | 加仓 |
| 7 | MCHP | Microchip Technology Inc | +0.2% | NEW | 新建仓 |
| 8 | BABA | Alibaba Group Holding-sp Adr | +0.2% | -8.81% | 减仓 |
| 9 | HPE | Hewlett Packard Enterprise | +0.2% | +52.16% | 加仓 |
| 10 | OTIS | Otis Worldwide CORP | +0.2% | +1309.49% | 加仓 |
| 11 | ADM | Archer-daniels-midland Co | +0.2% | +37.00% | 加仓 |
| 12 | SNN | Smith & Nephew PLC -spon Adr | +0.2% | -6.87% | 减仓 |
| 13 | VO | Vanguard Mid-cap ETF | +0.2% | +4.31% | 加仓 |
| 14 | AMAT | Applied Materials Inc | +0.1% | +615.88% | 加仓 |
| 15 | LRCXEUR | Lam Research CORP | +0.1% | +276.12% | 加仓 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | -8.73% | 减仓 |
| 17 | SCHB | Schwab US Broad Market ETF | +0.1% | +236.38% | 加仓 |
| 18 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 19 | HSIC | Henry Schein Inc | +0.1% | -0.57% | 减仓 |
| 20 | YUMC | Yum China Holdings Inc | +0.1% | -4.03% | 减仓 |
| 21 | NVDA | Nvidia CORP | +0.1% | +23.58% | 加仓 |
| 22 | NTR | Nutrien LTD | -0.1% | -8.92% | 减仓 |
| 23 | EMR | Emerson Electric Co | -0.1% | -97.47% | 减仓 |
| 24 | CTRA | Coterra Energy Inc | -0.1% | -5.78% | 减仓 |
| 25 | ADBE | Adobe Inc | -0.1% | -9.21% | 减仓 |
| 26 | BDX | Becton Dickinson And Co | -0.1% | -36.02% | 减仓 |
| 27 | USFR | Wisdomtree Floating Rate Tre | -0.1% | -68.49% | 减仓 |
| 28 | SQM | Quimica Y Minera Chil-sp Adr | -0.1% | -95.54% | 减仓 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.92% | 加仓 |
| 30 | PINS | Pinterest Inc- Class A | -0.1% | -15.03% | 减仓 |
| 31 | RILY | Brc Group Holdings Inc | -0.2% | -88.57% | 减仓 |
| 32 | DVN | Devon Energy CORP | -0.2% | -7.27% | 减仓 |
| 33 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -99.60% | 减仓 |
| 34 | GOOG | Alphabet Inc-cl C | -0.2% | -4.14% | 减仓 |
| 35 | CVS | Cvs Health CORP | -0.2% | -97.19% | 减仓 |
| 36 | VB | Vanguard Small-cap ETF | -0.2% | -21.09% | 减仓 |
| 37 | ALB | Albemarle CORP | -0.2% | -96.88% | 减仓 |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -76.43% | 减仓 |
| 39 | T | At&t Inc | -0.2% | -80.27% | 减仓 |
| 40 | CAG | Conagra Brands Inc | -0.2% | -95.18% | 减仓 |
| 41 | DE | Deere & Co | -0.3% | -65.41% | 减仓 |
| 42 | GWW | Ww Grainger Inc | -0.3% | EXIT | 清仓 |
| 43 | TSCO | Tractor Supply Company | -0.3% | -62.11% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.3% | -26.24% | 减仓 |
| 45 | GS | Goldman Sachs Group Inc | -0.3% | -99.34% | 减仓 |
| 46 | JNP | Juniper Networks Inc | -0.3% | -99.99% | 减仓 |
| 47 | EBAY | Ebay Inc | -0.4% | -72.43% | 减仓 |
| 48 | INTC | Intel CORP | -0.4% | -84.53% | 减仓 |
| 49 | AMZN | Amazon.com Inc | -0.4% | -42.60% | 减仓 |
| 50 | BAX | Baxter International Inc | -0.5% | -97.45% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ridgewood Investments LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.7亿，共申报了 697 个公开持股仓位。
在 Q3 2024 季度，Ridgewood Investments LLC 按市值排列的前三大核心持股分别为：BRK-B (11.3%)、SHV (3.6%)、GOOGL (2.1%)。其中最大持股仓位 BRK-B 占据整体投资组合约 11.3% 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
MCHP
市值: US$45.3万
本季最大获利了结 / 清仓标的
GWW
前期市值: US$57.0万
在 Q3 2024 季度中，Ridgewood Investments LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 14 个仓位、减仓 33 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 MCHP。 本季清仓仓位包含 GWW。
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。