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: 0001697539
申报总市值
US$1.1亿
US$1.1亿
39 檔
26.7%
Q3 2024 季度申报显示，Rosenthal | Henry Capital Advisors, Inc. 披露的美股组合总市值为 US$1.1亿，涵盖 39 个不同之权益投资仓位。
在 Q3 2024，Rosenthal | Henry Capital Advisors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 19 个既有持股进行加仓（合计增持 23 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Rosenthal | Henry Capital Advisors, Inc. 的前 5 大核心持股（包含 KRE, TBBK, WTFC 等）合计占整体申报市值的 26.7%，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 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 9.91% | -2.15% | — | |
| 2 | TBBK | Bancorp Inc/the | 股票-其他 | 9.14% | -0.77% | +1.35% | |
| 3 | WTFC | Wintrust Financial CORP | 股票-金融 | 4.06% | +0.16% | +1.25% | |
| 4 | SYBT | Stock Yards Bancorp Inc | 股票-其他 | 3.93% | +0.09% | +2.23% | |
| 5 | CASH | Pathward Financial Inc | 股票-其他 | 3.63% | -0.59% | +1.29% | |
| 6 | LKFN | Lakeland Financial CORP | 股票-其他 | 3.00% | -0.55% | +2.28% | |
| 7 | FFIN | First Finl Bankshares Inc | 股票-金融 | 2.99% | +0.11% | +6.41% | |
| 8 | BANF | Bancfirst CORP | 股票-其他 | 2.96% | -0.23% | +2.19% | |
| 9 | FRME | First Merchants CORP | 股票-其他 | 2.89% | -1.16% | +2.11% | |
| 10 | ✓ | CommerceWest Bank | 股票-其他 | 2.88% | -0.76% | — | |
| 11 | SPFI | South Plains Financial Inc | 股票-其他 | 2.88% | -0.27% | +2.12% | |
| 12 | MBIN | Merchants Bancorp/in | 股票-其他 | 2.83% | — | — | |
| 13 | ✓ | Seacoast Bkg CORP Fl | 股票-其他 | 2.68% | -0.04% | +2.12% | |
| 14 | ESQ | Esquire Financial Holdings I | 股票-其他 | 2.67% | -0.75% | +2.00% | |
| 15 | VBNK | Versabank | 股票-其他 | 2.67% | +0.55% | -14.15% | |
| 16 | ✓ | Northeast Community Bancorp Inc | 股票-其他 | 2.50% | — | EXIT | |
| 17 | GABC | German American Bancorp | 股票-其他 | 2.43% | +0.04% | +2.11% | |
| 18 | CNOB | Connectone Bancorp Inc | 股票-其他 | 2.21% | +0.25% | +2.09% | |
| 19 | FMNB | Farmers Natl Banc CORP | 股票-其他 | 2.17% | — | +2.15% | |
| 20 | NRIM | Northrim Bancorp Inc | 股票-其他 | 2.14% | +0.18% | — | |
| 21 | FBIZ | First Business Financial Ser | 股票-其他 | 2.06% | +0.12% | — | |
| 22 | TOWN | Towne Bank | 股票-其他 | 2.06% | -0.25% | — | |
| 23 | XHC | Heritage Commerce CORP | 股票-其他 | 2.02% | -2.32% | EXIT | |
| 24 | BANR | Banner Corporation | 股票-其他 | 1.98% | -0.04% | +2.16% | |
| 25 | MBWM | Mercantile Bank CORP | 股票-其他 | 1.97% | +0.04% | — | |
| 26 | FBK | Fb Financial CORP | 股票-其他 | 1.94% | -0.09% | — | |
| 27 | ✓ | 股票-其他 | 1.92% | — | — | ||
| 28 | OBK | Origin Bancorp Inc | 股票-其他 | 1.82% | — | EXIT | |
| 29 | UNTY | Unity Bancorp Inc | 股票-其他 | 1.78% | -0.47% | — | |
| 30 | CCB | Coastal Financial Corp/wa | 股票-其他 | 1.63% | -0.19% | +214.00% | |
| 31 | SRCE | 1st Source CORP | 股票-其他 | 1.50% | +0.09% | — | |
| 32 | LF2 | Pacific Premier Bancorp Inc | 股票-其他 | 1.41% | — | +2.11% | |
| 33 | TCBX | Third Coast Bancshares Inc | 股票-其他 | 1.31% | -0.18% | — | |
| 34 | BWB | Bridgewater Bancshares Inc | 股票-其他 | 1.29% | +0.05% | — | |
| 35 | ✓ | 股票-其他 | 1.26% | — | — | ||
| 36 | HBT | Hbt Financial Inc/de | 股票-其他 | 0.93% | -1.12% | EXIT | |
| 37 | HTB | Hometrust Bancshares Inc | 股票-其他 | 0.91% | +0.09% | — | |
| 38 | BMRC | Bank Of Marin Bancorp/ca | 股票-其他 | 0.88% | — | — | |
| 39 | ✓ | 股票-其他 | 0.76% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KRE | Ss Spdr S&p Regional Bank | +9.9% | NEW | 新建仓 |
| 2 | FBK | Fb Financial CORP | +1.9% | NEW | 新建仓 |
| 3 | CCB | Coastal Financial Corp/wa | +1% | +214.00% | 加仓 |
| 4 | HBT | Hbt Financial Inc/de | +0.9% | NEW | 新建仓 |
| 5 | HTB | Hometrust Bancshares Inc | +0.9% | NEW | 新建仓 |
| 6 | TBBK | Bancorp Inc/the | +0.2% | +1.35% | 加仓 |
| 7 | ✓ | Northeast Community Bancorp Inc | +0.1% | — | 不变 |
| 8 | ESQ | Esquire Financial Holdings I | 0% | +2.00% | 加仓 |
| 9 | TCBK | Trico Bancshares | -0.1% | EXIT | 清仓 |
| 10 | CNOB | Connectone Bancorp Inc | -0.1% | +2.09% | 加仓 |
| 11 | BMRC | Bank Of Marin Bancorp/ca | -0.1% | — | 不变 |
| 12 | FFIN | First Finl Bankshares Inc | -0.2% | +6.41% | 加仓 |
| 13 | ✓ | Stellent Inc | -0.2% | — | 不变 |
| 14 | BWB | Bridgewater Bancshares Inc | -0.2% | — | 不变 |
| 15 | TCBX | Third Coast Bancshares Inc | -0.2% | — | 不变 |
| 16 | ✓ | -0.2% | — | 不变 | |
| 17 | SPFI | South Plains Financial Inc | -0.3% | +2.12% | 加仓 |
| 18 | FMNB | Farmers Natl Banc CORP | -0.3% | +2.15% | 加仓 |
| 19 | FBIZ | First Business Financial Ser | -0.3% | — | 不变 |
| 20 | BANR | Banner Corporation | -0.3% | +2.16% | 加仓 |
| 21 | NRIM | Northrim Bancorp Inc | -0.3% | — | 不变 |
| 22 | TOWN | Towne Bank | -0.3% | — | 不变 |
| 23 | LF2 | Pacific Premier Bancorp Inc | -0.4% | +2.11% | 加仓 |
| 24 | UNTY | Unity Bancorp Inc | -0.4% | — | 不变 |
| 25 | SRCE | 1st Source CORP | -0.4% | — | 不变 |
| 26 | SYBT | Stock Yards Bancorp Inc | -0.4% | +2.23% | 加仓 |
| 27 | XHC | Heritage Commerce CORP | -0.4% | +2.13% | 加仓 |
| 28 | BANF | Bancfirst CORP | -0.5% | +2.19% | 加仓 |
| 29 | ✓ | Seacoast Bkg CORP Fl | -0.6% | +2.12% | 加仓 |
| 30 | MBWM | Mercantile Bank CORP | -0.6% | — | 不变 |
| 31 | GABC | German American Bancorp | -0.6% | +2.11% | 加仓 |
| 32 | OBK | Origin Bancorp Inc | -0.7% | +2.13% | 加仓 |
| 33 | FRME | First Merchants CORP | -0.7% | +2.11% | 加仓 |
| 34 | CASH | Pathward Financial Inc | -0.7% | +1.29% | 加仓 |
| 35 | MBIN | Merchants Bancorp/in | -0.8% | — | 不变 |
| 36 | ✓ | CommerceWest Bank | -0.9% | — | 不变 |
| 37 | TFIN | Triumph Financial Inc | -0.9% | — | 不变 |
| 38 | VBNK | Versabank | -0.9% | -14.15% | 减仓 |
| 39 | LKFN | Lakeland Financial CORP | -0.9% | +2.28% | 加仓 |
| 40 | WTFC | Wintrust Financial CORP | -1.1% | +1.25% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Rosenthal | Henry Capital Advisors, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$1.1亿，共申报了 39 个公开持股仓位。
在 Q3 2024 季度，Rosenthal | Henry Capital Advisors, Inc. 按市值排列的前三大核心持股分别为：KRE (9.9%)、TBBK (9.1%)、WTFC (4.1%)。其中最大持股仓位 KRE 占据整体投资组合约 9.9% 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
KRE
市值: US$987.0万
本季最大获利了结 / 清仓标的
TCBK
前期市值: US$4.6万
在 Q3 2024 季度中，Rosenthal | Henry Capital Advisors, Inc. 共进行了 25 项持仓异动，包含新建仓 4 个仓位、加仓 19 个仓位、减仓 1 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 KRE。 本季清仓仓位包含 TCBK。
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。
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