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: 0000869367
申报总市值
US$19.1亿
US$19.1亿
75 檔
22.1%
截至 Q4 2024 季度末，Roffman Miller Associates Inc /pa/ 的美股持仓估值约为 US$19.1亿，全数申报仓位共有 75 档。
在 Q4 2024 期间，Roffman Miller Associates Inc /pa/ 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Roffman Miller Associates Inc /pa/ 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合计占整体申报市值的 22.1%，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 | AAPL | Apple Inc | 股票-科技 | 7.47% | +0.35% | -2.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.42% | -0.42% | +0.38% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.74% | +0.66% | +0.05% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.93% | -0.04% | -3.81% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.44% | +0.18% | +1.93% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 3.26% | -0.07% | -1.87% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 3.20% | -0.05% | -1.02% | |
| 8 | AXP | American Express Co | 股票-金融 | 3.20% | +0.01% | -4.42% | |
| 9 | RPM | Rpm International Inc | 股票-原材料 | 2.93% | +0.01% | -1.58% | |
| 10 | TXN | Texas Instruments Inc | 股票-科技 | 2.92% | +0.85% | -0.08% | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 2.88% | -0.30% | -0.33% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.78% | -0.57% | -0.05% | |
| 13 | HON | Honeywell International Inc | 股票-工业 | 2.47% | -2.09% | EXIT | |
| 14 | AFL | Aflac Inc | 股票-金融 | 2.45% | -0.13% | -1.40% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.44% | +0.04% | -0.34% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.32% | -0.21% | +0.04% | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.29% | -0.50% | +0.99% | |
| 18 | CB | Chubb Limited | 股票-金融 | 2.21% | -0.14% | +0.58% | |
| 19 | APH | Amphenol Corp-cl A | 股票-科技 | 2.13% | +0.81% | -0.13% | |
| 20 | NDSN | Nordson CORP | 股票-工业 | 1.96% | +0.03% | +0.31% | |
| 21 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.78% | -0.10% | -1.61% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.78% | -0.01% | -0.28% | |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.76% | -0.16% | +1.27% | |
| 24 | EXPO | Exponent Inc | 股票-工业 | 1.70% | -0.23% | -0.50% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.60% | -0.04% | -1.77% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.58% | -0.15% | -0.91% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.57% | -0.37% | +1.05% | |
| 28 | AME | Ametek Inc | 股票-工业 | 1.50% | +0.06% | +0.95% | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.28% | -0.19% | -0.28% | |
| 30 | ASML | ASML Holding N.V. | 股票-科技 | 1.25% | +0.73% | +9.11% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 1.23% | -0.25% | +56.63% | |
| 32 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.19% | -0.05% | -15.09% | |
| 33 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.18% | -0.09% | -3.07% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.17% | -0.06% | +1.77% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 1.16% | -0.13% | +6.08% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 1.12% | -0.09% | +10.05% | |
| 37 | ICE | Intercontinental Exchange In | 股票-金融 | 1.04% | -0.36% | +6.11% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | -0.17% | +11.39% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.94% | -0.27% | +1.81% | |
| 40 | CI | THE Cigna Group | 股票-医疗保健 | 0.89% | -0.07% | +15.58% | |
| 41 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.86% | -0.05% | -6.79% | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.58% | -0.05% | -2.45% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.03% | -41.86% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -1.69% | EXIT | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.47% | +0.02% | -28.09% | |
| 46 | PPL | Ppl CORP | 股票-公用事业 | 0.45% | -0.09% | +38.07% | |
| 47 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.43% | -0.03% | -1.43% | |
| 48 | FDX | Fedex CORP | 股票-工业 | 0.41% | -0.06% | -16.01% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | +0.09% | -7.67% | |
| 50 | UGI | Ugi CORP | 股票-公用事业 | 0.33% | -0.04% | +2.71% |
根据 SEC 官方 Form 13F 申报备案，Roffman Miller Associates Inc /pa/ 在 Q4 2024 季度的美股持仓总市值约为 US$19.1亿，共申报了 75 个公开持股仓位。
在 Q4 2024 季度，Roffman Miller Associates Inc /pa/ 按市值排列的前三大核心持股分别为：AAPL (7.5%)、MSFT (6.4%)、GOOGL (4.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.5% 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。
在 Q4 2024 季度中，Roffman Miller Associates Inc /pa/ 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。