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: 0000225816
申报总市值
US$5.5亿
US$5.5亿
184 檔
22.0%
Rowlandmiller & Partners.adv 在 Q3 2024 季度的美股仓位总计估值为 US$5.5亿，分散于 184 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Rowlandmiller & Partners.adv 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 20 档、减仓 24 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，Rowlandmiller & Partners.adv 的前 5 大核心持股（包含 AAPL, PGR, MSFT 等）合计占整体申报市值的 22.0%，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 | 6.54% | +0.01% | -0.72% | |
| 2 | PGR | Progressive CORP | 股票-金融 | 6.19% | -0.06% | -0.19% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.53% | -0.18% | +1.42% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.71% | +0.46% | -0.34% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 3.58% | -0.06% | -0.06% | |
| 6 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.18% | -0.13% | -0.37% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 3.15% | -0.78% | -0.15% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.78% | +0.49% | +0.57% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.69% | -0.07% | -0.41% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.47% | -0.51% | +0.01% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 2.33% | +0.52% | +0.87% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.31% | -0.23% | -0.37% | |
| 13 | CB | Chubb Limited | 股票-金融 | 2.17% | -0.13% | -0.37% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 2.02% | -2.74% | EXIT | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.89% | +0.08% | +1.15% | |
| 16 | TFC | Truist Financial CORP | 股票-金融 | 1.74% | -0.07% | -0.11% | |
| 17 | CMI | Cummins Inc | 股票-工业 | 1.58% | +0.39% | -0.41% | |
| 18 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.58% | -0.01% | -0.55% | |
| 19 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.54% | -0.49% | -0.50% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.61% | -1.03% | |
| 21 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.26% | +0.05% | -3.18% | |
| 22 | CPRT | Copart Inc | 股票-工业 | 1.24% | -0.18% | -0.40% | |
| 23 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.20% | +0.02% | +0.59% | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 1.19% | -0.08% | -1.58% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工业 | 1.15% | +0.02% | +4.12% | |
| 26 | INTC | Intel CORP | 股票-科技 | 1.10% | +2.56% | -0.78% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.04% | +0.73% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.06% | +0.07% | |
| 29 | CTAS | Cintas CORP | 股票-工业 | 1.02% | -0.06% | +300.00% | |
| 30 | WY | Weyerhaeuser Co | 股票-房地产 | 1.01% | -0.02% | -1.81% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.00% | -0.03% | +0.16% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.97% | -0.19% | -2.23% | |
| 33 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.96% | +0.12% | +0.24% | |
| 34 | SYY | Sysco CORP | 股票-非周期性消费 | 0.96% | +0.04% | +0.02% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.88% | -0.30% | — | |
| 36 | WERN | Werner Enterprises Inc | 股票-其他 | 0.86% | +0.08% | -0.26% | |
| 37 | PAYX | Paychex Inc | 股票-科技 | 0.84% | -0.02% | -1.83% | |
| 38 | AFL | Aflac Inc | 股票-金融 | 0.71% | -0.03% | +0.08% | |
| 39 | SON | Sonoco Products Co | 股票-周期性消费 | 0.70% | -0.04% | -0.85% | |
| 40 | TECH | Bio-techne CORP | 股票-医疗保健 | 0.67% | +0.05% | — | |
| 41 | CSX | Csx CORP | 股票-工业 | 0.65% | +0.02% | -1.88% | |
| 42 | WM | Waste Management Inc | 股票-工业 | 0.64% | -0.11% | — | |
| 43 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.63% | +0.01% | +0.07% | |
| 44 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.62% | +0.01% | +0.05% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事业 | 0.62% | -0.09% | +0.05% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.60% | -0.01% | -1.13% | |
| 47 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.58% | -0.06% | -1.76% | |
| 48 | MMS | Maximus Inc | 股票-工业 | 0.52% | — | -4.48% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.51% | +0.19% | — | |
| 50 | PSA | Public Storage | 股票-房地产 | 0.50% | +0.02% | +0.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +0.7% | -0.19% | 减仓 |
| 2 | SMCI | Super Micro Computer Inc | +0.4% | NEW | 新建仓 |
| 3 | WMT | Walmart Inc | +0.3% | -0.15% | 减仓 |
| 4 | ADP | Automatic Data Processing | +0.3% | -0.06% | 减仓 |
| 5 | MCD | Mcdonald's CORP | +0.3% | +0.01% | 加仓 |
| 6 | HD | Home Depot Inc | +0.2% | -0.41% | 减仓 |
| 7 | KO | Coca-cola Co/the | +0.2% | -0.37% | 减仓 |
| 8 | AAPL | Apple Inc | +0.1% | -0.72% | 减仓 |
| 9 | ABBV | Abbvie Inc | +0.1% | +1.15% | 加仓 |
| 10 | CMI | Cummins Inc | +0.1% | -0.41% | 减仓 |
| 11 | CB | Chubb Limited | +0.1% | -0.37% | 减仓 |
| 12 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | -3.18% | 减仓 |
| 13 | AFL | Aflac Inc | +0.1% | +0.08% | 加仓 |
| 14 | CTAS | Cintas CORP | +0.1% | +300.00% | 加仓 |
| 15 | WY | Weyerhaeuser Co | +0.1% | -1.81% | 减仓 |
| 16 | PSA | Public Storage | +0.1% | +0.38% | 加仓 |
| 17 | ENVA | Enova International Inc | +0.1% | -1.39% | 减仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +23.90% | 加仓 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.37% | 减仓 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | -1.76% | 减仓 |
| 21 | PKG | Packaging CORP Of America | +0.1% | +0.07% | 加仓 |
| 22 | DUK | Duke Energy CORP | +0.1% | +0.05% | 加仓 |
| 23 | IDCC | Interdigital Inc | +0.1% | +0.02% | 加仓 |
| 24 | LULU | Lululemon Athletica Inc | +0.1% | +39.54% | 加仓 |
| 25 | TFC | Truist Financial CORP | 0% | -0.11% | 减仓 |
| 26 | CFR | Cullen/frost Bankers Inc | 0% | +0.59% | 加仓 |
| 27 | SBUX | Starbucks CORP | 0% | — | 不变 |
| 28 | PNR | Pentair plc | 0% | -1.15% | 减仓 |
| 29 | BF-B | Brown-forman Corp-class B | 0% | +8.74% | 加仓 |
| 30 | PAYX | Paychex Inc | 0% | -1.83% | 减仓 |
| 31 | TECH | Bio-techne CORP | 0% | — | 不变 |
| 32 | TFX | Teleflex Inc | 0% | -1.50% | 减仓 |
| 33 | NEE | Nextera Energy Inc | 0% | — | 不变 |
| 34 | VZ | Verizon Communications Inc | 0% | -0.50% | 减仓 |
| 35 | SYY | Sysco CORP | 0% | +0.02% | 加仓 |
| 36 | VRT | Vertiv Holdings Co-a | 0% | -1.53% | 减仓 |
| 37 | WERN | Werner Enterprises Inc | — | -0.26% | 减仓 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +0.73% | 加仓 |
| 39 | BA | Boeing Co/the | -0.1% | +2.64% | 加仓 |
| 40 | DVN | Devon Energy CORP | -0.1% | — | 不变 |
| 41 | PDCOEUR | Patterson Cos Inc | -0.1% | -4.11% | 减仓 |
| 42 | TROW | T Rowe Price Group Inc | -0.1% | +0.24% | 加仓 |
| 43 | COP | Conocophillips | -0.2% | — | 不变 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | +0.16% | 加仓 |
| 45 | CVX | Chevron CORP | -0.2% | -1.03% | 减仓 |
| 46 | LLY | Eli Lilly & Co | -0.4% | -0.34% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.5% | +1.42% | 加仓 |
| 48 | INTC | Intel CORP | -0.5% | -0.78% | 减仓 |
| 49 | GOOG | Alphabet Inc-cl C | -0.5% | +0.57% | 加仓 |
| 50 | QCOM | Qualcomm Inc | -0.6% | +0.87% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Rowlandmiller & Partners.adv 在 Q3 2024 季度的美股持仓总市值约为 US$5.5亿，共申报了 184 个公开持股仓位。
在 Q3 2024 季度，Rowlandmiller & Partners.adv 按市值排列的前三大核心持股分别为：AAPL (6.5%)、PGR (6.2%)、MSFT (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.5% 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。
本季最大新建仓标的
SMCI
市值: US$170.0万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$2933.6万
在 Q3 2024 季度中，Rowlandmiller & Partners.adv 共进行了 45 项持仓异动，包含新建仓 1 个仓位、加仓 20 个仓位、减仓 24 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SMCI。
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。