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: 0000710127
申报总市值
US$4.5亿
US$4.5亿
171 檔
30.0%
根据最新整理的 13F 季度数据集，Searle & Co. 于 Q3 2024 结束时的管理资产规模为 US$4.5亿。该机构在本季度申报了 171 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Searle & Co. 展现出较为审慎的避险与获利了结姿态。本季共减仓 73 个仓位并完全清仓 21 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，Searle & Co. 的前 5 大核心持股（包含 JPM, AAPL, MSFT 等）合计占整体申报市值的 30.0%，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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 16.00% | — | +8.29% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.11% | +0.14% | -0.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -0.36% | -0.81% | |
| 4 | AXP | American Express Co | 股票-金融 | 2.81% | — | -15.06% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.28% | +0.15% | -9.55% | |
| 6 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.26% | +2.08% | -0.38% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.20% | -0.93% | -50.89% | |
| 8 | CAT | Caterpillar Inc | 股票-工业 | 1.99% | +1.37% | -0.24% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.83% | +0.11% | -21.83% | |
| 10 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.83% | -0.37% | -1.12% | |
| 11 | NUE | Nucor CORP | 股票-原材料 | 1.74% | +0.34% | — | |
| 12 | PM | Philip Morris International | 股票-非周期性消费 | 1.72% | -0.05% | -0.57% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.71% | +0.11% | -3.64% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | -0.05% | — | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.63% | -0.09% | -57.05% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.60% | -0.38% | -1.56% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.56% | -0.16% | -9.79% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.49% | -0.25% | -0.46% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.17% | -0.02% | -35.65% | |
| 20 | YUM | Yum! Brands Inc | 股票-周期性消费 | 1.16% | -0.08% | -1.01% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.12% | -0.04% | -1.01% | |
| 22 | HON | Honeywell International Inc | 股票-工业 | 1.11% | -1.56% | EXIT | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.09% | -0.19% | -10.43% | |
| 24 | RVTY | Revvity Inc | 股票-医疗保健 | 1.07% | +0.12% | — | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.04% | -0.01% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | +0.21% | — | |
| 27 | TRGP | Targa Resources CORP | 股票-能源 | 0.96% | -0.04% | — | |
| 28 | ETN | Eaton Corporation plc | 股票-工业 | 0.89% | +0.07% | -0.84% | |
| 29 | NOC | Northrop Grumman CORP | 股票-工业 | 0.84% | -0.39% | -0.50% | |
| 30 | HES | Hess CORP | 股票-其他 | 0.84% | — | — | |
| 31 | ROK | Rockwell Automation Inc | 股票-工业 | 0.82% | +0.26% | — | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | +0.26% | -60.56% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | +0.49% | — | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.75% | +0.16% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.69% | +0.10% | -2.67% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.69% | — | — | |
| 37 | PFE | Pfizer Inc | 股票-医疗保健 | 0.67% | -0.14% | -16.68% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.63% | +0.20% | -1.65% | |
| 39 | EQH | Equitable Holdings Inc | 股票-金融 | 0.62% | +0.05% | -0.83% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.62% | -0.04% | — | |
| 41 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.58% | +0.08% | -1.20% | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.56% | -0.05% | -4.15% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.54% | -0.05% | — | |
| 44 | APG | Api Group CORP | 股票-工业 | 0.52% | — | — | |
| 45 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.51% | — | -0.68% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.51% | +0.07% | -2.37% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | -0.09% | — | |
| 48 | OKE | Oneok Inc | 股票-能源 | 0.49% | -0.04% | -0.39% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.46% | -0.02% | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.46% | +0.21% | -3.30% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +2.7% | +8.29% | 加仓 |
| 2 | AAPL | Apple Inc | +1.2% | -0.04% | 减仓 |
| 3 | IBM | Intl Business Machines CORP | +0.4% | -3.64% | 减仓 |
| 4 | CAT | Caterpillar Inc | +0.4% | -0.24% | 减仓 |
| 5 | PM | Philip Morris International | +0.4% | -0.57% | 减仓 |
| 6 | RTX | Rtx CORP | +0.3% | -0.46% | 减仓 |
| 7 | MCD | Mcdonald's CORP | +0.3% | -1.56% | 减仓 |
| 8 | BNY | Bank Of New York Mellon CORP | +0.3% | +226.76% | 加仓 |
| 9 | BNT | Brookfield Wealth Solutions Ltd. | +0.3% | NEW | 新建仓 |
| 10 | RVTY | Revvity Inc | +0.3% | — | 不变 |
| 11 | HD | Home Depot Inc | +0.2% | -1.01% | 减仓 |
| 12 | ABBV | Abbvie Inc | +0.2% | -9.55% | 减仓 |
| 13 | ADP | Automatic Data Processing | +0.2% | — | 不变 |
| 14 | NOC | Northrop Grumman CORP | +0.2% | -0.50% | 减仓 |
| 15 | TRGP | Targa Resources CORP | +0.2% | — | 不变 |
| 16 | BMY | Bristol-myers Squibb Co | +0.2% | -10.43% | 减仓 |
| 17 | V | Visa Inc-class A Shares | +0.2% | — | 不变 |
| 18 | AXP | American Express Co | +0.2% | -15.06% | 减仓 |
| 19 | PEP | Pepsico Inc | +0.2% | -1.12% | 减仓 |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | -0.38% | 减仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | — | 不变 |
| 22 | YUM | Yum! Brands Inc | +0.1% | -1.01% | 减仓 |
| 23 | DHR | Danaher CORP | +0.1% | — | 不变 |
| 24 | ETN | Eaton Corporation plc | +0.1% | -0.84% | 减仓 |
| 25 | JNJ | Johnson & Johnson | +0.1% | -9.79% | 减仓 |
| 26 | DKNG 0 03-15-28债券 | Draftkings Holdings Inc | +0.1% | NEW | 新建仓 |
| 27 | OKE | Oneok Inc | +0.1% | -0.39% | 减仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | 不变 |
| 29 | MSFT | Microsoft CORP | +0.1% | -0.81% | 减仓 |
| 30 | CTAS | Cintas CORP | +0.1% | +300.00% | 加仓 |
| 31 | DEO | Diageo Plc-sponsored Adr | +0.1% | -0.68% | 减仓 |
| 32 | TXN | Texas Instruments Inc | +0.1% | -1.65% | 减仓 |
| 33 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 34 | THC | Tenet Healthcare CORP | +0.1% | — | 不变 |
| 35 | NEE | Nextera Energy Inc | +0.1% | -2.15% | 减仓 |
| 36 | AEP | American Electric Power | +0.1% | -3.98% | 减仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.67% | 减仓 |
| 38 | MMM | 3m Co | +0.1% | NEW | 新建仓 |
| 39 | TFLO | Ishares Treasury Floating Ra | +0.1% | NEW | 新建仓 |
| 40 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建仓 |
| 41 | AWK 3.625 06-15-26债券 | American Water Capital C | +0.1% | NEW | 新建仓 |
| 42 | SEA1EUR | Seabridge Gold Inc | +0.1% | NEW | 新建仓 |
| 43 | MSI | Motorola Solutions Inc | +0.1% | — | 不变 |
| 44 | WEC | Wec Energy Group Inc | +0.1% | — | 不变 |
| 45 | CVS | Cvs Health CORP | +0.1% | +1.08% | 加仓 |
| 46 | CL | Colgate-palmolive Co | +0.1% | — | 不变 |
| 47 | RPRX | Royalty Pharma plc | +0.1% | — | 不变 |
| 48 | COST | Costco Wholesale CORP | +0.1% | — | 不变 |
| 49 | EQH | Equitable Holdings Inc | +0.1% | -0.83% | 减仓 |
| 50 | GE | General Electric | 0% | +0.13% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Searle & Co. 在 Q3 2024 季度的美股持仓总市值约为 US$4.5亿，共申报了 171 个公开持股仓位。
在 Q3 2024 季度，Searle & Co. 按市值排列的前三大核心持股分别为：JPM (16.0%)、AAPL (8.1%)、MSFT (4.1%)。其中最大持股仓位 JPM 占据整体投资组合约 16.0% 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
BNT
市值: US$120.4万
本季最大获利了结 / 清仓标的
FITB
前期市值: US$602.2万
在 Q3 2024 季度中，Searle & Co. 共进行了 111 项持仓异动，包含新建仓 8 个仓位、加仓 9 个仓位、减仓 73 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 BNT。 本季清仓仓位包含 FITB。
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。