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: 0001568540
申报总市值
US$17.4亿
US$17.4亿
91 檔
36.3%
根据最新整理的 13F 季度数据集，Sather Financial Group Inc 于 Q4 2024 结束时的管理资产规模为 US$17.4亿。该机构在本季度申报了 91 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Sather Financial Group Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 24 个仓位并完全清仓 9 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，Sather Financial Group Inc 的前 5 大核心持股（包含 BRK-B, GOOG, ANET 等）合计占整体申报市值的 36.3%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.31% | -0.07% | -0.79% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 9.53% | -1.17% | -0.32% | |
| 3 | ANET | Arista Networks Inc | 股票-科技 | 6.67% | +0.20% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.62% | +0.02% | -0.99% | |
| 5 | BN | Brookfield CORP | 股票-金融 | 5.48% | -0.07% | -1.30% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.44% | +0.21% | -1.92% | |
| 7 | ROST | Ross Stores Inc | 股票-周期性消费 | 4.09% | -3.71% | -0.70% | |
| 8 | PYPL | Paypal Holdings Inc | 股票-金融 | 4.01% | — | +0.17% | |
| 9 | SPGI | S&p Global Inc | 股票-金融 | 3.86% | -1.99% | EXIT | |
| 10 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 3.40% | +0.69% | -2.34% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 3.33% | -0.01% | +0.42% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 3.23% | +0.17% | +0.30% | |
| 13 | PAYC | Paycom Software Inc | 股票-科技 | 3.13% | +0.46% | -1.84% | |
| 14 | MKL | Markel Group Inc | 股票-金融 | 3.07% | -0.11% | -0.19% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 3.00% | +0.08% | +2.40% | |
| 16 | ACN | Accenture plc | 股票-科技 | 2.94% | -0.65% | -0.21% | |
| 17 | INTU | Intuit Inc | 股票-科技 | 2.81% | -0.36% | -0.23% | |
| 18 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.50% | +0.58% | +0.08% | |
| 19 | NKE | Nike Inc -cl B | 股票-周期性消费 | 2.23% | -0.29% | +6.30% | |
| 20 | DG | Dollar General CORP | 股票-非周期性消费 | 1.95% | -0.34% | -16.37% | |
| 21 | AZO | Autozone Inc | 股票-周期性消费 | 1.91% | -0.01% | -0.03% | |
| 22 | BA | Boeing Co/the | 股票-工业 | 1.69% | +1.18% | — | |
| 23 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.69% | +0.87% | -0.09% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 1.32% | +0.08% | -0.40% | |
| 25 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.15% | — | +10.23% | |
| 26 | JNP | Juniper Networks Inc | 股票-其他 | 0.71% | — | +16.53% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 0.47% | +0.08% | -5.33% | |
| 28 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.36% | -0.22% | -0.44% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.29% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.25% | +0.05% | -14.85% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.21% | +0.05% | -17.74% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.19% | — | -1.50% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.18% | +0.01% | -1.97% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.14% | +0.02% | -6.46% | |
| 35 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.11% | — | +320.15% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.11% | -0.01% | +153.76% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.08% | — | -7.52% | |
| 38 | AMGN | Amgen Inc | 股票-医疗保健 | 0.08% | -0.01% | -2.64% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.08% | +0.02% | +19.73% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.07% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.07% | +0.02% | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.06% | — | — | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.06% | — | -10.74% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.05% | +0.02% | +0.22% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.05% | — | — | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.05% | +0.16% | -9.46% | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.04% | — | -3.93% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.04% | — | -10.88% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.04% | +0.01% | +1.47% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.03% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +6.7% | NEW | 新建仓 |
| 2 | BA | Boeing Co/the | +1.7% | NEW | 新建仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.9% | -0.32% | 减仓 |
| 4 | PAYC | Paycom Software Inc | +0.5% | -1.84% | 减仓 |
| 5 | V | Visa Inc-class A Shares | +0.4% | -1.92% | 减仓 |
| 6 | PYPL | Paypal Holdings Inc | +0.3% | +0.17% | 加仓 |
| 7 | BN | Brookfield CORP | +0.2% | -1.30% | 减仓 |
| 8 | MKL | Markel Group Inc | +0.2% | -0.19% | 减仓 |
| 9 | BAM | Brookfield Asset Mgmt-a | +0.2% | -0.09% | 减仓 |
| 10 | MA | Mastercard Inc - A | +0.1% | +0.30% | 加仓 |
| 11 | BF-A | Brown-forman Corp-class A | +0.1% | +320.15% | 加仓 |
| 12 | WFC | Wells Fargo & Co | +0.1% | +153.76% | 加仓 |
| 13 | JNP | Juniper Networks Inc | +0.1% | +16.53% | 加仓 |
| 14 | BLK | Blackrock Inc | 0% | NEW | 新建仓 |
| 15 | LRCX | Lam Research CORP | 0% | NEW | 新建仓 |
| 16 | NVDA | Nvidia CORP | 0% | +19.73% | 加仓 |
| 17 | VYM | Vanguard High Dvd Yield ETF | 0% | NEW | 新建仓 |
| 18 | FLEX | Flex Ltd. | 0% | NEW | 新建仓 |
| 19 | TJX | Tjx Companies Inc | — | -0.44% | 减仓 |
| 20 | ASML | ASML Holding N.V. | 0% | EXIT | 清仓 |
| 21 | VZ | Verizon Communications Inc | 0% | EXIT | 清仓 |
| 22 | UNH | Unitedhealth Group Inc | 0% | -9.46% | 减仓 |
| 23 | KO | Coca-cola Co/the | 0% | -10.88% | 减仓 |
| 24 | XOM | Exxon Mobil CORP | 0% | -13.70% | 减仓 |
| 25 | AZO | Autozone Inc | 0% | -0.03% | 减仓 |
| 26 | LRCXEUR | Lam Research CORP | 0% | EXIT | 清仓 |
| 27 | AMGN | Amgen Inc | 0% | -2.64% | 减仓 |
| 28 | LLY | Eli Lilly & Co | 0% | -7.52% | 减仓 |
| 29 | BBJP | Jpmorgan Betabuilders Japan | 0% | EXIT | 清仓 |
| 30 | CE | Celanese CORP | 0% | EXIT | 清仓 |
| 31 | BBCA | Jpmorgan Betabuilders Canada | 0% | EXIT | 清仓 |
| 32 | COST | Costco Wholesale CORP | 0% | EXIT | 清仓 |
| 33 | HD | Home Depot Inc | 0% | -1.97% | 减仓 |
| 34 | BLKCHF | Blackrock Inc | 0% | EXIT | 清仓 |
| 35 | MPWR | Monolithic Power Systems Inc | 0% | -46.24% | 减仓 |
| 36 | PB | Prosperity Bancshares Inc | -0.1% | -72.68% | 减仓 |
| 37 | INTU | Intuit Inc | -0.1% | -0.23% | 减仓 |
| 38 | ACN | Accenture plc | -0.1% | -0.21% | 减仓 |
| 39 | UNP | Union Pacific CORP | -0.2% | -0.40% | 减仓 |
| 40 | MNST | Monster Beverage CORP | -0.2% | -2.34% | 减仓 |
| 41 | BF-B | Brown-forman Corp-class B | -0.2% | +10.23% | 加仓 |
| 42 | NKE | Nike Inc -cl B | -0.3% | +6.30% | 加仓 |
| 43 | SPGI | S&p Global Inc | -0.3% | -0.58% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.4% | -0.99% | 减仓 |
| 45 | QCOM | Qualcomm Inc | -0.4% | +0.42% | 加仓 |
| 46 | NXPI | NXP Semiconductors N.V. | -0.5% | +0.08% | 加仓 |
| 47 | ADBE | Adobe Inc | -0.5% | +2.40% | 加仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.79% | 减仓 |
| 49 | DG | Dollar General CORP | -0.7% | -16.37% | 减仓 |
| 50 | ANETEUR | Arista Networks Inc | -6.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sather Financial Group Inc 在 Q4 2024 季度的美股持仓总市值约为 US$17.4亿，共申报了 91 个公开持股仓位。
在 Q4 2024 季度，Sather Financial Group Inc 按市值排列的前三大核心持股分别为：BRK-B (11.3%)、GOOG (9.5%)、ANET (6.7%)。其中最大持股仓位 BRK-B 占据整体投资组合约 11.3% 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
ANET
市值: US$1.1亿
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$1.0亿
在 Q4 2024 季度中，Sather Financial Group Inc 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 11 个仓位、减仓 24 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。