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
185 檔
21.8%
根据最新整理的 13F 季度数据集，Rowlandmiller & Partners.adv 于 Q4 2024 结束时的管理资产规模为 US$5.5亿。该机构在本季度申报了 185 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Rowlandmiller & Partners.adv 展现出较为审慎的避险与获利了结姿态。本季共减仓 37 个仓位并完全清仓 0 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，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 21.8%，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 | 7.24% | +0.01% | +0.02% | |
| 2 | PGR | Progressive CORP | 股票-金融 | 5.81% | -0.06% | -3.30% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.52% | -0.18% | -1.07% | |
| 4 | ADP | Automatic Data Processing | 股票-科技 | 3.82% | -0.06% | -2.00% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 3.62% | -0.78% | -0.22% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.29% | +0.49% | +0.78% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.20% | +0.46% | -3.88% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.80% | -0.13% | -1.16% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.58% | -0.07% | -2.94% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.40% | -0.51% | -0.74% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.15% | -0.13% | +0.48% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 2.15% | +0.52% | -0.78% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.12% | -0.23% | -0.15% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.89% | -2.74% | EXIT | |
| 15 | TFC | Truist Financial CORP | 股票-金融 | 1.80% | -0.07% | -1.12% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.76% | +0.08% | +0.07% | |
| 17 | CMI | Cummins Inc | 股票-工业 | 1.75% | +0.39% | -0.26% | |
| 18 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.48% | +0.02% | -0.07% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.46% | -0.61% | +4.57% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.40% | -0.49% | -0.51% | |
| 21 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.36% | -0.01% | +0.29% | |
| 22 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.36% | +0.05% | +0.63% | |
| 23 | CPRT | Copart Inc | 股票-工业 | 1.33% | -0.18% | -4.79% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.04% | -0.65% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | +0.06% | -0.48% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工业 | 1.10% | +0.02% | -0.25% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.98% | -0.19% | -5.22% | |
| 28 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.97% | +0.12% | -5.19% | |
| 29 | SYY | Sysco CORP | 股票-非周期性消费 | 0.97% | +0.04% | -0.12% | |
| 30 | AMGN | Amgen Inc | 股票-医疗保健 | 0.96% | -0.08% | -3.13% | |
| 31 | PAYX | Paychex Inc | 股票-科技 | 0.90% | -0.02% | -0.25% | |
| 32 | CTAS | Cintas CORP | 股票-工业 | 0.89% | -0.06% | -4.63% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.88% | +2.56% | -8.84% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.88% | -0.03% | -2.30% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.86% | -0.30% | +1.01% | |
| 36 | WY | Weyerhaeuser Co | 股票-房地产 | 0.85% | -0.02% | -1.90% | |
| 37 | WERN | Werner Enterprises Inc | 股票-其他 | 0.82% | +0.08% | -0.48% | |
| 38 | EMR | Emerson Electric Co | 股票-工业 | 0.67% | -0.01% | -3.93% | |
| 39 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.67% | +0.01% | -0.92% | |
| 40 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.66% | -0.06% | +0.12% | |
| 41 | SON | Sonoco Products Co | 股票-周期性消费 | 0.64% | -0.04% | -0.65% | |
| 42 | WM | Waste Management Inc | 股票-工业 | 0.64% | -0.11% | — | |
| 43 | AFL | Aflac Inc | 股票-金融 | 0.63% | -0.03% | -6.62% | |
| 44 | CSX | Csx CORP | 股票-工业 | 0.63% | +0.02% | +0.02% | |
| 45 | TECH | Bio-techne CORP | 股票-医疗保健 | 0.61% | +0.05% | -1.41% | |
| 46 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.59% | +0.01% | -0.14% | |
| 47 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.59% | +0.14% | +19.13% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事业 | 0.59% | -0.09% | -0.38% | |
| 49 | IDCC | Interdigital Inc | 股票-科技 | 0.51% | -0.10% | -3.29% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.48% | +0.19% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +0.02% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | +0.78% | 加仓 |
| 3 | WMT | Walmart Inc | +0.5% | -0.22% | 减仓 |
| 4 | CFR | Cullen/frost Bankers Inc | +0.3% | -0.07% | 减仓 |
| 5 | ADP | Automatic Data Processing | +0.2% | -2.00% | 减仓 |
| 6 | VRT | Vertiv Holdings Co-a | +0.2% | +19.13% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.65% | 减仓 |
| 8 | CMI | Cummins Inc | +0.2% | -0.26% | 减仓 |
| 9 | IDCC | Interdigital Inc | +0.1% | -3.29% | 减仓 |
| 10 | LULU | Lululemon Athletica Inc | +0.1% | -1.25% | 减仓 |
| 11 | NVDA | Nvidia CORP | +0.1% | -0.48% | 减仓 |
| 12 | PDCOEUR | Patterson Cos Inc | +0.1% | -9.98% | 减仓 |
| 13 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +0.63% | 加仓 |
| 14 | BA | Boeing Co/the | +0.1% | +11.02% | 加仓 |
| 15 | CPRT | Copart Inc | +0.1% | -4.79% | 减仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +1.64% | 加仓 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +0.12% | 加仓 |
| 18 | DFSEUR | Discover Financial Services | +0.1% | -2.04% | 减仓 |
| 19 | EMR | Emerson Electric Co | +0.1% | -3.93% | 减仓 |
| 20 | SNA | Snap-on Inc | +0.1% | +0.02% | 加仓 |
| 21 | MSFT | Microsoft CORP | 0% | -1.07% | 减仓 |
| 22 | CB | Chubb Limited | 0% | +0.48% | 加仓 |
| 23 | KMB | Kimberly-clark CORP | 0% | -0.14% | 减仓 |
| 24 | WERN | Werner Enterprises Inc | 0% | -0.48% | 减仓 |
| 25 | NEE | Nextera Energy Inc | 0% | +0.11% | 加仓 |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -0.25% | 减仓 |
| 27 | SWKS | Skyworks Solutions Inc | -0.1% | -3.17% | 减仓 |
| 28 | EXPD | Expeditors Intl Wash Inc | -0.1% | -0.96% | 减仓 |
| 29 | SON | Sonoco Products Co | -0.1% | -0.65% | 减仓 |
| 30 | TECH | Bio-techne CORP | -0.1% | -1.41% | 减仓 |
| 31 | MCD | Mcdonald's CORP | -0.1% | -0.74% | 减仓 |
| 32 | AFL | Aflac Inc | -0.1% | -6.62% | 减仓 |
| 33 | PSA | Public Storage | -0.1% | -1.64% | 减仓 |
| 34 | HD | Home Depot Inc | -0.1% | -2.94% | 减仓 |
| 35 | TFX | Teleflex Inc | -0.1% | — | 不变 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -2.30% | 减仓 |
| 37 | MMS | Maximus Inc | -0.1% | -7.28% | 减仓 |
| 38 | ABBV | Abbvie Inc | -0.1% | +0.07% | 加仓 |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -0.78% | 减仓 |
| 40 | CTAS | Cintas CORP | -0.1% | -4.63% | 减仓 |
| 41 | VZ | Verizon Communications Inc | -0.1% | -0.51% | 减仓 |
| 42 | WY | Weyerhaeuser Co | -0.2% | -1.90% | 减仓 |
| 43 | QCOM | Qualcomm Inc | -0.2% | -0.78% | 减仓 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -0.15% | 减仓 |
| 45 | GPC | Genuine Parts Co | -0.2% | +0.29% | 加仓 |
| 46 | INTC | Intel CORP | -0.2% | -8.84% | 减仓 |
| 47 | AMGN | Amgen Inc | -0.2% | -3.13% | 减仓 |
| 48 | PGR | Progressive CORP | -0.4% | -3.30% | 减仓 |
| 49 | KO | Coca-cola Co/the | -0.4% | -1.16% | 减仓 |
| 50 | LLY | Eli Lilly & Co | -0.5% | -3.88% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Rowlandmiller & Partners.adv 在 Q4 2024 季度的美股持仓总市值约为 US$5.5亿，共申报了 185 个公开持股仓位。
在 Q4 2024 季度，Rowlandmiller & Partners.adv 按市值排列的前三大核心持股分别为：AAPL (7.2%)、PGR (5.8%)、MSFT (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.2% 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
PGR
前期市值: US$3045.1万
在 Q4 2024 季度中，Rowlandmiller & Partners.adv 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 12 个仓位、减仓 37 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。