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: 0000084616
申报总市值
US$25.5亿
US$25.5亿
283 檔
15.6%
在 Q3 2024 申报期间，Rockland Trust Co（CIK: 0000084616）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$25.5亿，共持有 283 个公开申报仓位。
在 Q3 2024，Rockland Trust Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 2 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，Rockland Trust Co 的前 5 大核心持股（包含 MSFT, GLD, IVOV 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 283 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 | 4.69% | +0.21% | -7.46% | |
| 2 | GLD | Spdr Gold Shares | ETF-避险与商品 | 4.35% | -0.85% | -0.87% | |
| 3 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 3.79% | +0.32% | +0.61% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.41% | +0.57% | -0.18% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 3.28% | +0.21% | +10247.53% | |
| 6 | ✓ | 股票-其他 | 3.04% | -1.02% | — | ||
| 7 | AAPL | Apple Inc | 股票-科技 | 2.94% | +0.32% | -1.95% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 2.65% | +0.08% | +5.70% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.24% | +0.01% | -0.15% | |
| 10 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.23% | -0.30% | +16.45% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.16% | -0.11% | -3.72% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | +0.03% | -2.79% | |
| 13 | INDB | Independent Bank Corp/ma | 股票-其他 | 1.87% | +0.26% | -12.69% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.83% | -0.46% | -2.90% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.82% | +0.31% | +2.74% | |
| 16 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 1.80% | +0.05% | +1.89% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | -0.03% | -4.29% | |
| 18 | CB | Chubb Limited | 股票-金融 | 1.68% | -0.17% | -1.07% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.62% | — | -5.13% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | -0.44% | -0.43% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.48% | +0.10% | -0.81% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 1.39% | +0.21% | +10.60% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.37% | -0.11% | -1.97% | |
| 24 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.34% | -0.24% | -2.14% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.32% | -0.02% | +4.17% | |
| 26 | EOG | Eog Resources Inc | 股票-能源 | 1.31% | -0.16% | +2.46% | |
| 27 | BLKCHF | Blackrock Inc | 股票-其他 | 1.27% | — | +1.22% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 1.17% | +0.46% | -1.63% | |
| 29 | ACN | Accenture plc | 股票-科技 | 1.15% | -0.19% | +2.87% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.11% | +0.03% | +6.42% | |
| 31 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.11% | +0.20% | +6.32% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 1.08% | -0.01% | +1.55% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | -0.05% | -39.46% | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 1.01% | -1.15% | EXIT | |
| 35 | ROP | Roper Technologies Inc | 股票-科技 | 0.94% | -0.50% | +2.32% | |
| 36 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.92% | -0.13% | +1.11% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.92% | +0.05% | +1.62% | |
| 38 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.91% | +0.04% | -26.57% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | -0.18% | -5.66% | |
| 40 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.88% | -0.04% | +7.25% | |
| 41 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.84% | — | +5.70% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.80% | — | -3.28% | |
| 43 | LIN | Linde plc | 股票-原材料 | 0.73% | -0.01% | -5.91% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.73% | -0.02% | -2.21% | |
| 45 | CPRT | Copart Inc | 股票-工业 | 0.70% | -0.02% | -1.09% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | -0.07% | -14.72% | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.68% | +0.04% | -0.49% | |
| 48 | ECL | Ecolab Inc | 股票-原材料 | 0.67% | +0.04% | -2.20% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.66% | -0.03% | +10.43% | |
| 50 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.62% | +0.04% | +8.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NOBL | Proshares S&p 500 Dividend A | +3.3% | +10247.53% | 加仓 |
| 2 | HON | Honeywell International Inc | +0.5% | +127.17% | 加仓 |
| 3 | PEP | Pepsico Inc | +0.2% | +16.45% | 加仓 |
| 4 | SBUX | Starbucks CORP | +0.2% | +4.17% | 加仓 |
| 5 | GLD | Spdr Gold Shares | +0.2% | -0.87% | 减仓 |
| 6 | UNP | Union Pacific CORP | +0.2% | +10.60% | 加仓 |
| 7 | BLKCHF | Blackrock Inc | +0.2% | +1.22% | 加仓 |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | -0.15% | 减仓 |
| 9 | VEEV | Veeva Systems Inc-class A | +0.1% | +6.32% | 加仓 |
| 10 | NKE | Nike Inc -cl B | +0.1% | +7.25% | 加仓 |
| 11 | NEE | Nextera Energy Inc | +0.1% | -1.97% | 减仓 |
| 12 | ACN | Accenture plc | +0.1% | +2.87% | 加仓 |
| 13 | IVOV | Vanguard S&p Mid-cap 400 Val | +0.1% | +0.61% | 加仓 |
| 14 | APD | Air Products & Chemicals Inc | +0.1% | +8.56% | 加仓 |
| 15 | MBB | Ishares Mbs ETF | +0.1% | +5.70% | 加仓 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +0.50% | 加仓 |
| 17 | CB | Chubb Limited | +0.1% | -1.07% | 减仓 |
| 18 | WEC | Wec Energy Group Inc | +0.1% | +1.01% | 加仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -2.90% | 减仓 |
| 20 | MA | Mastercard Inc - A | +0.1% | -0.81% | 减仓 |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.62% | 加仓 |
| 22 | SPGI | S&p Global Inc | +0.1% | -0.49% | 减仓 |
| 23 | GEV | GE Vernova Inc | +0.1% | -4.32% | 减仓 |
| 24 | HD | Home Depot Inc | 0% | -3.28% | 减仓 |
| 25 | UL | Unilever PLC | 0% | -1.16% | 减仓 |
| 26 | GIS | General Mills Inc | 0% | -1.38% | 减仓 |
| 27 | ED | Consolidated Edison Inc | 0% | -0.39% | 减仓 |
| 28 | AAPL | Apple Inc | 0% | -1.95% | 减仓 |
| 29 | SPLB | Ss Spdr P Long Term C ETF | 0% | +1.89% | 加仓 |
| 30 | KO | Coca-cola Co/the | 0% | -2.21% | 减仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.29% | 减仓 |
| 32 | VZ | Verizon Communications Inc | 0% | +1.11% | 加仓 |
| 33 | SO | Southern Co/the | 0% | -3.23% | 减仓 |
| 34 | GE | General Electric | 0% | -4.58% | 减仓 |
| 35 | V | Visa Inc-class A Shares | 0% | +2.74% | 加仓 |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +6.42% | 加仓 |
| 37 | TJX | Tjx Companies Inc | 0% | -2.14% | 减仓 |
| 38 | TXN | Texas Instruments Inc | 0% | -1.63% | 减仓 |
| 39 | INTC | Intel CORP | -0.1% | -74.84% | 减仓 |
| 40 | ABBV | Abbvie Inc | -0.1% | -23.11% | 减仓 |
| 41 | EFX | Equifax Inc | -0.1% | EXIT | 清仓 |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | EXIT | 清仓 |
| 43 | INTU | Intuit Inc | -0.1% | +1.55% | 加仓 |
| 44 | CTAS | Cintas CORP | -0.2% | -74.98% | 减仓 |
| 45 | CL | Colgate-palmolive Co | -0.3% | -26.57% | 减仓 |
| 46 | MRK | Merck & Co. Inc. | -0.5% | -3.72% | 减仓 |
| 47 | ✓ | -0.5% | — | 不变 | |
| 48 | ADP | Automatic Data Processing | -0.5% | -39.46% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.6% | -0.18% | 减仓 |
| 50 | MSFT | Microsoft CORP | -1% | -7.46% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Rockland Trust Co 在 Q3 2024 季度的美股持仓总市值约为 US$25.5亿，共申报了 283 个公开持股仓位。
在 Q3 2024 季度，Rockland Trust Co 按市值排列的前三大核心持股分别为：MSFT (4.7%)、GLD (4.3%)、IVOV (3.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.7% 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
MKC
前期市值: US$234.8万
在 Q3 2024 季度中，Rockland Trust Co 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 20 个仓位、减仓 27 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 MKC。
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。