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: 0001477872
申报总市值
US$18.3亿
US$18.3亿
44 檔
38.2%
根据最新整理的 13F 季度数据集，Saratoga Research & Investment Management 于 Q4 2024 结束时的管理资产规模为 US$18.3亿。该机构在本季度申报了 44 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Saratoga Research & Investment Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 36 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，Saratoga Research & Investment Management 的前 5 大核心持股（包含 GOOGL, DIS, MSFT 等）合计占整体申报市值的 38.2%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 8.02% | -0.21% | -9.98% | |
| 2 | DIS | Walt Disney Co/the | 股票-通信服务 | 7.57% | -0.46% | -12.26% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.66% | -0.93% | -12.81% | |
| 4 | RTX | Rtx CORP | 股票-工业 | 6.58% | -0.31% | -22.75% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.37% | -0.34% | -14.68% | |
| 6 | UL | Unilever PLC | 股票-非周期性消费 | 6.37% | — | -14.60% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 5.62% | — | -16.50% | |
| 8 | MDT | Medtronic plc | 股票-医疗保健 | 4.55% | -0.63% | -16.65% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 3.97% | -0.02% | -5.44% | |
| 10 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 3.83% | -0.30% | -6.51% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.80% | -0.84% | -2.27% | |
| 12 | GD | General Dynamics CORP | 股票-工业 | 3.10% | -0.28% | -3.46% | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 3.04% | +1.32% | -1.11% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.80% | +0.09% | -4.79% | |
| 15 | ACN | Accenture plc | 股票-科技 | 2.76% | -1.48% | -5.00% | |
| 16 | NKE | Nike Inc -cl B | 股票-周期性消费 | 2.51% | -0.35% | EXIT | |
| 17 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 2.47% | +0.05% | -8.13% | |
| 18 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.44% | +0.09% | -3.33% | |
| 19 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 2.14% | -0.01% | -9.14% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 2.13% | — | -4.30% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 2.08% | -0.02% | -28.74% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.90% | +1.66% | +4941.84% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.62% | -0.03% | EXIT | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.41% | -0.23% | -2.27% | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.27% | -0.31% | -5.95% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.22% | +1.10% | — | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.18% | -0.04% | +5.89% | |
| 28 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.87% | — | -5.25% | |
| 29 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.58% | -0.04% | -6.28% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.38% | +0.07% | — | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.29% | — | -2.36% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.10% | -0.02% | -93.04% | |
| 33 | HON | Honeywell International Inc | 股票-工业 | 0.10% | -2.13% | EXIT | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.08% | — | -37.39% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 0.03% | -0.01% | -8.23% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.03% | — | -7.75% | |
| 37 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.03% | — | -0.67% | |
| 38 | SYY | Sysco CORP | 股票-非周期性消费 | 0.03% | -0.03% | EXIT | |
| 39 | PAYX | Paychex Inc | 股票-科技 | 0.03% | — | -17.61% | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.02% | +0.01% | — | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.02% | — | -14.72% | |
| 42 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.02% | — | +9.18% | |
| 43 | BIIB | Biogen Inc | 股票-医疗保健 | 0.01% | — | -99.04% | |
| 44 | UBFO | United Security Bancshare/ca | 股票-其他 | 0.01% | -0.01% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +1.9% | +4941.84% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | -9.98% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +1.2% | NEW | 新建仓 |
| 4 | DIS | Walt Disney Co/the | +1.1% | -12.26% | 减仓 |
| 5 | V | Visa Inc-class A Shares | +0.6% | -4.79% | 减仓 |
| 6 | AAPL | Apple Inc | +0.6% | -5.44% | 减仓 |
| 7 | WMT | Walmart Inc | +0.4% | -4.30% | 减仓 |
| 8 | JQUA | Jpmorgan US Quality Factor | +0.4% | NEW | 新建仓 |
| 9 | ACN | Accenture plc | +0.2% | -5.00% | 减仓 |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +5.89% | 加仓 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | -2.27% | 减仓 |
| 12 | SBUX | Starbucks CORP | +0.1% | -3.33% | 减仓 |
| 13 | HON | Honeywell International Inc | +0.1% | NEW | 新建仓 |
| 14 | JNJ | Johnson & Johnson | 0% | -2.27% | 减仓 |
| 15 | BDX | Becton Dickinson And Co | 0% | -5.25% | 减仓 |
| 16 | TROW | T Rowe Price Group Inc | 0% | +9.18% | 加仓 |
| 17 | UBFO | United Security Bancshare/ca | 0% | — | 不变 |
| 18 | LMT | Lockheed Martin CORP | — | -14.72% | 减仓 |
| 19 | PAYX | Paychex Inc | — | -17.61% | 减仓 |
| 20 | AMZN | Amazon.com Inc | — | — | 不变 |
| 21 | IBM | Intl Business Machines CORP | — | -7.75% | 减仓 |
| 22 | SYY | Sysco CORP | — | -0.56% | 减仓 |
| 23 | CTSH | Cognizant Tech Solutions-a | — | -0.67% | 减仓 |
| 24 | KO | Coca-cola Co/the | 0% | -2.36% | 减仓 |
| 25 | GOOG | Alphabet Inc-cl C | 0% | -37.39% | 减仓 |
| 26 | AMGN | Amgen Inc | 0% | -8.23% | 减仓 |
| 27 | CHRW | C.h. Robinson Worldwide Inc | 0% | -8.13% | 减仓 |
| 28 | CL | Colgate-palmolive Co | 0% | -6.28% | 减仓 |
| 29 | PEP | Pepsico Inc | -0.1% | -5.95% | 减仓 |
| 30 | GD | General Dynamics CORP | -0.1% | -3.46% | 减仓 |
| 31 | ADBE | Adobe Inc | -0.1% | -4.45% | 减仓 |
| 32 | MSFT | Microsoft CORP | -0.1% | -12.81% | 减仓 |
| 33 | DEO | Diageo Plc-sponsored Adr | -0.1% | -9.14% | 减仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -14.68% | 减仓 |
| 35 | RHHBY | Roche Holdings Ltd-spons Adr | -0.2% | -6.51% | 减仓 |
| 36 | NKE | Nike Inc -cl B | -0.2% | -7.37% | 减仓 |
| 37 | ORCL | Oracle CORP | -0.4% | -16.50% | 减仓 |
| 38 | HD | Home Depot Inc | -0.6% | -28.74% | 减仓 |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.7% | -1.11% | 减仓 |
| 40 | MDT | Medtronic plc | -0.8% | -16.65% | 减仓 |
| 41 | UL | Unilever PLC | -1.1% | -14.60% | 减仓 |
| 42 | CSCO | Cisco Systems Inc | -1.1% | -93.04% | 减仓 |
| 43 | RTX | Rtx CORP | -1.2% | -22.75% | 减仓 |
| 44 | BIIB | Biogen Inc | -1.3% | -99.04% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Saratoga Research & Investment Management 在 Q4 2024 季度的美股持仓总市值约为 US$18.3亿，共申报了 44 个公开持股仓位。
在 Q4 2024 季度，Saratoga Research & Investment Management 按市值排列的前三大核心持股分别为：GOOGL (8.0%)、DIS (7.6%)、MSFT (6.7%)。其中最大持股仓位 GOOGL 占据整体投资组合约 8.0% 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
LLY
市值: US$2416.9万
本季最大获利了结 / 清仓标的
RTX
前期市值: US$1.8亿
在 Q4 2024 季度中，Saratoga Research & Investment Management 共进行了 42 项持仓异动，包含新建仓 3 个仓位、加仓 3 个仓位、减仓 36 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 LLY。
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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