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
679 檔
15.6%
在 Q4 2024 申报期间，Ridgewood Investments LLC（CIK: 0001703556）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.7亿，共持有 679 个公开申报仓位。
在 Q4 2024，Ridgewood Investments LLC 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 24 档、减仓 23 档与清仓 0 档），整体投资组合架构维持相对稳定。
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 679 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 | 10.69% | -0.69% | -0.97% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 3.50% | -0.18% | +2.04% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.34% | +0.29% | +3.02% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.91% | +0.12% | -0.89% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.71% | +0.03% | -3.28% | |
| 6 | MKL | Markel Group Inc | 股票-金融 | 1.64% | -0.12% | -2.24% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.41% | -0.13% | -2.23% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.41% | -0.49% | +117.46% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.22% | +0.08% | +4.66% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.22% | +0.14% | -1.92% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.19% | -0.36% | +713.31% | |
| 12 | MDT | Medtronic plc | 股票-医疗保健 | 1.08% | -0.04% | +11.06% | |
| 13 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.03% | +0.03% | -2.24% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.00% | +0.12% | +4.61% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.96% | -0.04% | -0.56% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 0.95% | +0.01% | +43.81% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.13% | -1.81% | |
| 18 | SNN | Smith & Nephew PLC -spon Adr | 股票-其他 | 0.90% | -0.10% | EXIT | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.89% | -0.18% | -0.98% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.87% | -0.04% | -7.06% | |
| 21 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.86% | — | +1.85% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | +0.08% | +33.85% | |
| 23 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.85% | -0.01% | — | |
| 24 | UPS | United Parcel Service-cl B | 股票-工业 | 0.83% | +0.03% | +5.87% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | -0.07% | — | |
| 26 | CNH | CNH Industrial N.V. | 股票-工业 | 0.78% | -0.18% | +2.15% | |
| 27 | PFE | Pfizer Inc | 股票-医疗保健 | 0.76% | -0.14% | +30.11% | |
| 28 | AFL | Aflac Inc | 股票-金融 | 0.75% | -0.02% | -5.48% | |
| 29 | ORI | Old Republic Intl CORP | 股票-金融 | 0.73% | +0.08% | +2.20% | |
| 30 | RICK | Rci Hospitality Holdings Inc | 股票-其他 | 0.71% | +0.03% | — | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.71% | +0.36% | +9.90% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.68% | -0.07% | +38.90% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | -0.02% | -12.03% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | +0.01% | -5.06% | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.63% | +0.01% | +0.34% | |
| 36 | GGG | Graco Inc | 股票-工业 | 0.62% | -0.10% | -0.49% | |
| 37 | AX | Axos Financial Inc | 股票-金融 | 0.62% | +0.02% | -0.54% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.61% | -0.02% | +0.06% | |
| 39 | NTR | Nutrien LTD | 股票-原材料 | 0.61% | -0.03% | +9.11% | |
| 40 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.60% | +0.06% | +0.84% | |
| 41 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.59% | +0.01% | +43.66% | |
| 42 | HCI | Hci Group Inc | 股票-其他 | 0.59% | +0.02% | -0.19% | |
| 43 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.59% | — | +20.18% | |
| 44 | NDAQ | Nasdaq Inc | 股票-金融 | 0.58% | -0.02% | -34.51% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.58% | +0.01% | +19.31% | |
| 46 | D | Dominion Energy Inc | 股票-公用事业 | 0.58% | — | -0.89% | |
| 47 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.58% | -0.03% | +31.00% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.58% | — | -25.92% | |
| 49 | CME | Cme Group Inc | 股票-金融 | 0.57% | -0.12% | -0.24% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.56% | — | -11.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1% | +713.31% | 加仓 |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.7% | +117.46% | 加仓 |
| 3 | MCHP | Microchip Technology Inc | +0.3% | +238.40% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.02% | 加仓 |
| 5 | AMAT | Applied Materials Inc | +0.3% | +229.56% | 加仓 |
| 6 | MRK | Merck & Co. Inc. | +0.3% | +424.25% | 加仓 |
| 7 | AMGN | Amgen Inc | +0.3% | +11422.22% | 加仓 |
| 8 | MSM | Msc Industrial Direct Co-a | +0.2% | +102.76% | 加仓 |
| 9 | QCOM | Qualcomm Inc | +0.2% | +43.81% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.2% | +33.85% | 加仓 |
| 11 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +43.66% | 加仓 |
| 12 | RICK | Rci Hospitality Holdings Inc | +0.1% | — | 不变 |
| 13 | BA | Boeing Co/the | +0.1% | +30.00% | 加仓 |
| 14 | AAPL | Apple Inc | +0.1% | +31.69% | 加仓 |
| 15 | AVGO | Broadcom Inc | +0.1% | — | 不变 |
| 16 | SCHB | Schwab US Broad Market ETF | +0.1% | +393.88% | 加仓 |
| 17 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +76.71% | 加仓 |
| 18 | HUBS | Hubspot Inc | +0.1% | -0.47% | 减仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -1.92% | 减仓 |
| 20 | ADBE | Adobe Inc | +0.1% | +38.90% | 加仓 |
| 21 | ASML | ASML Holding N.V. | +0.1% | +742.11% | 加仓 |
| 22 | AMZN | Amazon.com Inc | +0.1% | +0.34% | 加仓 |
| 23 | TSLA | Tesla Inc | +0.1% | -10.40% | 减仓 |
| 24 | SCHV | Schwab US Large-cap Value | +0.1% | +526.84% | 加仓 |
| 25 | RSSS | Research Solutions Inc | +0.1% | — | 不变 |
| 26 | RPRX | Royalty Pharma plc | +0.1% | +40.84% | 加仓 |
| 27 | PII | Polaris Inc | +0.1% | +191.06% | 加仓 |
| 28 | MKL | Markel Group Inc | +0.1% | -2.24% | 减仓 |
| 29 | BMY | Bristol-myers Squibb Co | +0.1% | -0.98% | 减仓 |
| 30 | IDLV | Invesco S&p International De | -0.1% | -18.66% | 减仓 |
| 31 | AMT | American Tower CORP | -0.1% | -0.32% | 减仓 |
| 32 | BNS | Bank Of Nova Scotia | -0.1% | -61.98% | 减仓 |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -14.62% | 减仓 |
| 34 | GSY | Invesco Ultra Short Duration | -0.1% | -92.28% | 减仓 |
| 35 | VZ | Verizon Communications Inc | -0.1% | +0.67% | 加仓 |
| 36 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +9.90% | 加仓 |
| 37 | MINT | Pimco Enhanced Short Maturit | -0.1% | -98.43% | 减仓 |
| 38 | APD | Air Products & Chemicals Inc | -0.1% | -15.48% | 减仓 |
| 39 | ORCL | Oracle CORP | -0.1% | -27.48% | 减仓 |
| 40 | AFL | Aflac Inc | -0.1% | -5.48% | 减仓 |
| 41 | TSN | Tyson Foods Inc-cl A | -0.2% | -16.45% | 减仓 |
| 42 | IBM | Intl Business Machines CORP | -0.2% | -20.12% | 减仓 |
| 43 | VT | Vanguard Tot World Stk ETF | -0.2% | -3.28% | 减仓 |
| 44 | SCHW | Schwab (charles) CORP | -0.2% | -30.08% | 减仓 |
| 45 | CMCSA | Comcast Corp-class A | -0.2% | -11.64% | 减仓 |
| 46 | CSCO | Cisco Systems Inc | -0.2% | -36.45% | 减仓 |
| 47 | SNN | Smith & Nephew PLC -spon Adr | -0.2% | +6.05% | 加仓 |
| 48 | RTX | Rtx CORP | -0.3% | -25.92% | 减仓 |
| 49 | NDAQ | Nasdaq Inc | -0.3% | -34.51% | 减仓 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -0.97% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ridgewood Investments LLC 在 Q4 2024 季度的美股持仓总市值约为 US$2.7亿，共申报了 679 个公开持股仓位。
在 Q4 2024 季度，Ridgewood Investments LLC 按市值排列的前三大核心持股分别为：BRK-B (10.7%)、SHV (3.5%)、GOOGL (2.3%)。其中最大持股仓位 BRK-B 占据整体投资组合约 10.7% 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。
本季最大获利了结 / 清仓标的
BRK-B
前期市值: US$2273.2万
在 Q4 2024 季度中，Ridgewood Investments LLC 共进行了 47 项持仓异动，包含新建仓 0 个仓位、加仓 24 个仓位、减仓 23 个仓位以及清仓 0 个仓位。
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。