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: 0001211028
申报总市值
US$10.0亿
US$10.0亿
1252 檔
55.5%
根据最新整理的 13F 季度数据集，Shell Asset Management Co 于 Q1 2024 结束时的管理资产规模为 US$10.0亿。该机构在本季度申报了 1252 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024，Shell Asset Management Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 2 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，Shell Asset Management Co 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 55.5%，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 1252 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 | 6.70% | +0.22% | -10.95% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.56% | +1.56% | +854.98% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.71% | -0.58% | -11.67% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.95% | -0.88% | -5.80% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.22% | -0.41% | -3.33% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.01% | +0.45% | -7.63% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.70% | -0.43% | -8.72% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.48% | -0.88% | -20.26% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | +0.19% | -21.44% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.33% | -0.63% | -6.02% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | +0.84% | +6.83% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | -0.66% | -8.61% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.03% | -0.41% | -7.82% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.96% | -2.31% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 0.79% | +0.58% | -19.83% | |
| 16 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.75% | -0.36% | +5.80% | |
| 17 | MCO | Moody's CORP | 股票-金融 | 0.70% | -0.38% | +13.87% | |
| 18 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.67% | -0.27% | +4547.18% | |
| 19 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.67% | -0.53% | -2.78% | |
| 20 | INDA | Ishares Msci India ETF | ETF-其他 | 0.63% | — | +7.08% | |
| 21 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.61% | -0.27% | -9.63% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.22% | +6.85% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.61% | -0.26% | -6.58% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.56% | -14.76% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 0.59% | -0.07% | -7.91% | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.58% | -0.29% | -6.15% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.56% | — | -21.26% | |
| 28 | AMAT | Applied Materials Inc | 股票-科技 | 0.56% | — | -13.77% | |
| 29 | PGR | Progressive CORP | 股票-金融 | 0.54% | -0.27% | +24.20% | |
| 30 | SNEX | Stonex Group Inc | 股票-金融 | 0.54% | -0.63% | -10.62% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | — | +11.82% | |
| 32 | TDG | Transdigm Group Inc | 股票-工业 | 0.53% | -0.57% | -4.89% | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.51% | -0.15% | -13.96% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.50% | -0.28% | -6.65% | |
| 35 | UBER | Uber Technologies Inc | 股票-工业 | 0.47% | -0.15% | +226.69% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | — | +31.80% | |
| 37 | CSL | Carlisle Cos Inc | 股票-工业 | 0.46% | — | -8.67% | |
| 38 | FICO | Fair Isaac CORP | 股票-科技 | 0.46% | -0.44% | -1.89% | |
| 39 | FIS | Fidelity National Info Serv | 股票-科技 | 0.44% | -0.33% | -14.20% | |
| 40 | NEM | Newmont CORP | 股票-原材料 | 0.43% | -0.13% | +218.50% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.43% | — | -36.67% | |
| 42 | BRO | Brown & Brown Inc | 股票-金融 | 0.42% | -0.57% | -3.54% | |
| 43 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.42% | -0.27% | -16.06% | |
| 44 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.41% | — | +28.59% | |
| 45 | XYL | Xylem Inc | 股票-工业 | 0.40% | -0.25% | -3.84% | |
| 46 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.38% | — | -8.50% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.37% | — | +0.97% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.37% | — | -0.83% | |
| 49 | CLS | Celestica Inc | 股票-科技 | 0.36% | — | — | |
| 50 | FISV | Fiserv Inc | 股票-其他 | 0.36% | -0.42% | -22.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.8% | +854.98% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.6% | -5.80% | 减仓 |
| 3 | META | Meta Platforms Inc-class A | +0.6% | -3.33% | 减仓 |
| 4 | LLY | Eli Lilly & Co | +0.5% | -8.72% | 减仓 |
| 5 | AVGO | Broadcom Inc | +0.4% | +6.83% | 加仓 |
| 6 | CLS | Celestica Inc | +0.4% | NEW | 新建仓 |
| 7 | UBER | Uber Technologies Inc | +0.4% | +226.69% | 加仓 |
| 8 | KLAC | Kla CORP | +0.3% | +620.82% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | -7.63% | 减仓 |
| 10 | NEM | Newmont CORP | +0.3% | +218.50% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.3% | -10.95% | 减仓 |
| 12 | PAYO | Payoneer Global Inc | +0.3% | NEW | 新建仓 |
| 13 | COST | Costco Wholesale CORP | +0.2% | -6.02% | 减仓 |
| 14 | APH | Amphenol Corp-cl A | +0.2% | +971.62% | 加仓 |
| 15 | PGR | Progressive CORP | +0.2% | +24.20% | 加仓 |
| 16 | LRCXEUR | Lam Research CORP | +0.2% | +28.59% | 加仓 |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +31.80% | 加仓 |
| 18 | ✓ | Bw Lpg LTD | +0.2% | NEW | 新建仓 |
| 19 | TECK | Teck Resources Ltd-cls B | +0.1% | +632.07% | 加仓 |
| 20 | CMG | Chipotle Mexican Grill Inc | +0.1% | +4547.18% | 加仓 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +6.85% | 加仓 |
| 22 | MCO | Moody's CORP | +0.1% | +13.87% | 加仓 |
| 23 | EQX | Equinox Gold CORP | +0.1% | +78.98% | 加仓 |
| 24 | CDNS | Cadence Design Sys Inc | +0.1% | +5.80% | 加仓 |
| 25 | INDA | Ishares Msci India ETF | +0.1% | +7.08% | 加仓 |
| 26 | AMAT | Applied Materials Inc | +0.1% | -13.77% | 减仓 |
| 27 | ISRG | Intuitive Surgical Inc | +0.1% | -6.15% | 减仓 |
| 28 | SLAB | Silicon Laboratories Inc | -0.1% | -31.07% | 减仓 |
| 29 | INGR | Ingredion Inc | -0.1% | -28.15% | 减仓 |
| 30 | CP | Canadian Pacific Kansas City | -0.1% | -69.25% | 减仓 |
| 31 | DAR | Darling Ingredients Inc | -0.1% | -14.06% | 减仓 |
| 32 | NXE | Nexgen Energy LTD | -0.1% | -93.34% | 减仓 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | -33.96% | 减仓 |
| 34 | SBUX | Starbucks CORP | -0.1% | -46.83% | 减仓 |
| 35 | CRM | Salesforce Inc | -0.1% | -26.96% | 减仓 |
| 36 | ABT | Abbott Laboratories | -0.2% | -14.76% | 减仓 |
| 37 | SCHW | Schwab (charles) CORP | -0.2% | -66.82% | 减仓 |
| 38 | HD | Home Depot Inc | -0.2% | -21.26% | 减仓 |
| 39 | AMT | American Tower CORP | -0.2% | -42.84% | 减仓 |
| 40 | DE | Deere & Co | -0.2% | -39.31% | 减仓 |
| 41 | U | Unity Software Inc | -0.2% | -2.88% | 减仓 |
| 42 | CLSEUR | Celestica Inc | -0.3% | EXIT | 清仓 |
| 43 | ROP | Roper Technologies Inc | -0.3% | -44.12% | 减仓 |
| 44 | AAPL | Apple Inc | -0.3% | -11.67% | 减仓 |
| 45 | ADBE | Adobe Inc | -0.3% | -36.67% | 减仓 |
| 46 | MSCI | Msci Inc | -0.3% | -88.20% | 减仓 |
| 47 | ZTS | Zoetis Inc | -0.4% | -86.52% | 减仓 |
| 48 | ADM | Archer-daniels-midland Co | -0.4% | EXIT | 清仓 |
| 49 | TSLA | Tesla Inc | -0.5% | -19.83% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -0.5% | -20.26% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Shell Asset Management Co 在 Q1 2024 季度的美股持仓总市值约为 US$10.0亿，共申报了 1252 个公开持股仓位。
在 Q1 2024 季度，Shell Asset Management Co 按市值排列的前三大核心持股分别为：MSFT (6.7%)、NVDA (6.6%)、AAPL (5.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.7% 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
CLS
市值: US$793.7万
本季最大获利了结 / 清仓标的
ADM
前期市值: US$913.2万
在 Q1 2024 季度中，Shell Asset Management Co 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 16 个仓位、减仓 29 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CLS。 本季清仓仓位包含 ADM。
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。