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: 0001086619
申报总市值
US$1411.0亿
US$1411.0亿
1197 檔
13.1%
在 Q3 2024 的 13F 官方备案中，Schroder Investment Management Group 管理的美股投资组合规模来到 US$1411.0亿，整体持股档数为 1197 档。
在 Q3 2024，Schroder Investment Management Group 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 121 个既有持股进行加仓（合计增持 130 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Schroder Investment Management Group 的前 5 大核心持股（包含 MSFT, NVDA, GOOGL 等）合计占整体申报市值的 13.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1197 只）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 5.54% | -0.54% | +0.55% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.91% | +0.28% | -1.91% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.88% | +0.22% | +3.60% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.24% | +0.11% | +12.71% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.39% | +0.05% | +3.97% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.24% | -0.35% | +2.75% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | +0.15% | +9.26% | |
| 8 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.63% | -0.06% | -2.93% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.53% | +0.21% | -8.33% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.34% | +0.30% | -2.91% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | — | +0.70% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.23% | +0.61% | +56.28% | |
| 13 | ADBE | Adobe Inc | 股票-科技 | 1.15% | -0.03% | +5.41% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.15% | +952.49% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.02% | -0.16% | +1.00% | |
| 16 | NFLX | Netflix Inc | 股票-通信服务 | 0.97% | -0.26% | -6.57% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.92% | -0.06% | +3.43% | |
| 18 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.90% | +0.02% | -18.23% | |
| 19 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.85% | -0.14% | -2.16% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.84% | -0.26% | +1.57% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | -0.06% | +3.60% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.77% | +0.01% | +6.25% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.77% | +0.05% | -27.34% | |
| 24 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.76% | -0.07% | -6.17% | |
| 25 | TME | Tencent Music Entertainm-adr | 股票-通信服务 | 0.73% | -0.31% | +251.52% | |
| 26 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.72% | -0.15% | +5.39% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 0.67% | +0.10% | +9.65% | |
| 28 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.63% | -0.02% | -14.79% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | +0.01% | +6.66% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.61% | +0.04% | -3.37% | |
| 31 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.61% | — | +6.39% | |
| 32 | FWONK | Liberty Media Corp-formula-c | 股票-通信服务 | 0.60% | +0.07% | -3.76% | |
| 33 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.58% | -0.09% | -2.93% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.57% | — | +7.17% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 0.56% | -0.13% | -7.54% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.54% | +0.02% | +27.16% | |
| 37 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.53% | -0.23% | +42.13% | |
| 38 | PH | Parker Hannifin CORP | 股票-工业 | 0.53% | -0.07% | +0.95% | |
| 39 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.52% | -0.09% | +2.25% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.52% | +0.14% | +3.40% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | -0.04% | -16.40% | |
| 42 | UBER | Uber Technologies Inc | 股票-工业 | 0.49% | -0.05% | +64.24% | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.48% | -0.04% | +9.13% | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.48% | -0.23% | +39.42% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.47% | -0.16% | -7.33% | |
| 46 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.46% | +0.15% | +13.85% | |
| 47 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.46% | -0.19% | -1.22% | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.41% | -0.04% | -1.07% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.40% | -0.10% | +14.28% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.04% | +4.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +0.5% | +56.28% | 加仓 |
| 2 | TME | Tencent Music Entertainm-adr | +0.5% | +251.52% | 加仓 |
| 3 | AAPL | Apple Inc | +0.5% | +12.71% | 加仓 |
| 4 | GEV | GE Vernova Inc | +0.3% | +768.15% | 加仓 |
| 5 | UBER | Uber Technologies Inc | +0.2% | +64.24% | 加仓 |
| 6 | ZBRA | Zebra Technologies Corp-cl A | +0.2% | +352.53% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +2.75% | 加仓 |
| 8 | NEE | Nextera Energy Inc | +0.2% | +39.42% | 加仓 |
| 9 | JD | Jd.com Inc-adr | +0.2% | +170.21% | 加仓 |
| 10 | BSX | Boston Scientific CORP | +0.2% | +42.13% | 加仓 |
| 11 | ABBV | Abbvie Inc | +0.1% | +27.16% | 加仓 |
| 12 | CDNS | Cadence Design Sys Inc | +0.1% | +90.48% | 加仓 |
| 13 | ORCL | Oracle CORP | +0.1% | +49.59% | 加仓 |
| 14 | MSI | Motorola Solutions Inc | +0.1% | +48.89% | 加仓 |
| 15 | EDU | New Oriental Educatio-sp Adr | +0.1% | +162.18% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.1% | +15.73% | 加仓 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +9.26% | 加仓 |
| 18 | MELI | Mercadolibre Inc | +0.1% | -2.16% | 减仓 |
| 19 | CARR | Carrier Global CORP | +0.1% | +25.46% | 加仓 |
| 20 | FTNT | Fortinet, Inc. | +0.1% | +59.57% | 加仓 |
| 21 | SPOT | Spotify Technology S.A. | +0.1% | +5.39% | 加仓 |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | +14.28% | 加仓 |
| 23 | GE | General Electric | +0.1% | +170.37% | 加仓 |
| 24 | BZ | Kanzhun LTD - Adr | +0.1% | +74.64% | 加仓 |
| 25 | KO | Coca-cola Co/the | +0.1% | +6.25% | 加仓 |
| 26 | WMT | Walmart Inc | +0.1% | +9.13% | 加仓 |
| 27 | PH | Parker Hannifin CORP | +0.1% | +0.95% | 加仓 |
| 28 | HWM | Howmet Aerospace Inc | +0.1% | +18.52% | 加仓 |
| 29 | BLKCHF | Blackrock Inc | +0.1% | +20.38% | 加仓 |
| 30 | SHW | Sherwin-williams Co/the | +0.1% | +23.77% | 加仓 |
| 31 | MA | Mastercard Inc - A | +0.1% | +3.43% | 加仓 |
| 32 | HD | Home Depot Inc | +0.1% | +7.17% | 加仓 |
| 33 | IBM | Intl Business Machines CORP | +0.1% | +19.83% | 加仓 |
| 34 | NOW | Servicenow Inc | +0.1% | +47.93% | 加仓 |
| 35 | ON | On Semiconductor | +0.1% | +104.31% | 加仓 |
| 36 | PGR | Progressive CORP | +0.1% | +21.24% | 加仓 |
| 37 | MRSH | Marsh & Mclennan Cos | +0.1% | +38.04% | 加仓 |
| 38 | PNC | Pnc Financial Services Group | +0.1% | +111.27% | 加仓 |
| 39 | CBRE | Cbre Group Inc - A | +0.1% | +1176.29% | 加仓 |
| 40 | AVGO | Broadcom Inc | +0.1% | +952.49% | 加仓 |
| 41 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.00% | 加仓 |
| 42 | LOW | Lowe's Cos Inc | +0.1% | -6.17% | 减仓 |
| 43 | TXN | Texas Instruments Inc | +0.1% | +9.65% | 加仓 |
| 44 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +13.85% | 加仓 |
| 45 | MCO | Moody's CORP | +0.1% | +21.96% | 加仓 |
| 46 | EQIX | Equinix Inc | +0.1% | +14.61% | 加仓 |
| 47 | BEKE | Ke Holdings Inc-adr | +0.1% | -3.66% | 减仓 |
| 48 | PAYX | Paychex Inc | +0.1% | +85.78% | 加仓 |
| 49 | EIX | Edison International | +0.1% | +1021.49% | 加仓 |
| 50 | PEG | Public Service Enterprise Gp | +0.1% | +393.64% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Schroder Investment Management Group 在 Q3 2024 季度的美股持仓总市值约为 US$1411.0亿，共申报了 1197 个公开持股仓位。
在 Q3 2024 季度，Schroder Investment Management Group 按市值排列的前三大核心持股分别为：MSFT (5.5%)、NVDA (3.9%)、GOOGL (3.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.5% 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
MCHI
市值: US$4131.0万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$9079.8万
在 Q3 2024 季度中，Schroder Investment Management Group 共进行了 200 项持仓异动，包含新建仓 9 个仓位、加仓 121 个仓位、减仓 59 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 MCHI。 本季清仓仓位包含 TEL。
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。