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
1255 檔
53.7%
在 Q3 2024 的 13F 官方备案中，Shell Asset Management Co 管理的美股投资组合规模来到 US$10.0亿，整体持股档数为 1255 档。
Shell Asset Management Co 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 22 档持股的同时，亦同步清仓 2 档并减仓 25 档标的。
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, AAPL, NVDA 等）合计占整体申报市值的 53.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
FERG
市值: US$491.7万
本季最大获利了结 / 清仓标的
BW LPG LTD
前期市值: US$324.4万
仅显示前 200 大持股（共 1255 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 | 5.99% | +0.22% | -3.95% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.90% | -0.58% | -3.49% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.64% | +1.56% | -9.53% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.61% | -0.88% | -2.02% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.39% | -0.41% | -2.05% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.78% | +0.45% | +0.22% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.76% | -0.88% | +7.23% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.49% | -0.43% | -7.41% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.31% | -0.63% | -2.23% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.21% | +0.84% | +817.50% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | +0.19% | -1.17% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | -0.66% | -3.74% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.13% | -0.41% | +1.24% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | -0.96% | +17.12% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.00% | +0.58% | -0.61% | |
| 16 | MCO | Moody's CORP | 股票-金融 | 0.70% | -0.38% | -8.45% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.56% | +4.17% | |
| 18 | INDA | Ishares Msci India ETF | ETF-其他 | 0.65% | — | +2.92% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 0.65% | -0.26% | -2.24% | |
| 20 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.64% | -0.53% | -6.45% | |
| 21 | PGR | Progressive CORP | 股票-金融 | 0.63% | -0.27% | -1.61% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.63% | — | -1.32% | |
| 23 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.62% | -0.36% | -3.95% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.22% | -0.68% | |
| 25 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.59% | -0.27% | -1.34% | |
| 26 | FICO | Fair Isaac CORP | 股票-科技 | 0.57% | -0.44% | -1.88% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 0.57% | -0.15% | -1.02% | |
| 28 | TDG | Transdigm Group Inc | 股票-工业 | 0.56% | -0.57% | -1.96% | |
| 29 | SNEX | Stonex Group Inc | 股票-金融 | 0.56% | -0.63% | -1.03% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.54% | -0.29% | -12.63% | |
| 31 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.53% | -0.27% | -9.79% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 0.53% | -0.07% | -0.51% | |
| 33 | NEM | Newmont CORP | 股票-原材料 | 0.52% | -0.13% | -1.56% | |
| 34 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.49% | -0.27% | -0.96% | |
| 35 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.49% | -0.28% | -1.31% | |
| 36 | CSL | Carlisle Cos Inc | 股票-工业 | 0.49% | — | -1.58% | |
| 37 | FIS | Fidelity National Info Serv | 股票-科技 | 0.47% | -0.33% | +0.66% | |
| 38 | UBER | Uber Technologies Inc | 股票-工业 | 0.47% | -0.15% | -1.54% | |
| 39 | BRO | Brown & Brown Inc | 股票-金融 | 0.47% | -0.57% | -1.95% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.45% | -0.43% | +56.02% | |
| 41 | FISV | Fiserv Inc | 股票-其他 | 0.45% | -0.42% | +6.55% | |
| 42 | INGR | Ingredion Inc | 股票-非周期性消费 | 0.43% | -0.57% | +5.71% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | — | -9.45% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.40% | — | -14.35% | |
| 45 | XYL | Xylem Inc | 股票-工业 | 0.38% | -0.25% | -0.51% | |
| 46 | CPRT | Copart Inc | 股票-工业 | 0.38% | -0.35% | +86.39% | |
| 47 | URI | United Rentals Inc | 股票-工业 | 0.35% | — | -1.68% | |
| 48 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.35% | — | -15.21% | |
| 49 | NFLX | Netflix Inc | 股票-通信服务 | 0.34% | — | -0.77% | |
| 50 | CTAS | Cintas CORP | 股票-工业 | 0.33% | — | +533.78% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +0.3% | +7.23% | 加仓 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +17.12% | 加仓 |
| 3 | FERG | Ferguson Enterprises Inc | +0.2% | NEW | 新建仓 |
| 4 | TSLA | Tesla Inc | +0.2% | -0.61% | 减仓 |
| 5 | AAPL | Apple Inc | +0.2% | -3.49% | 减仓 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.2% | +56.02% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | -2.05% | 减仓 |
| 8 | CPRT | Copart Inc | +0.2% | +86.39% | 加仓 |
| 9 | EXC | Exelon CORP | +0.2% | +391.62% | 加仓 |
| 10 | CBRE | Cbre Group Inc - A | +0.2% | +100.52% | 加仓 |
| 11 | CTAS | Cintas CORP | +0.1% | +533.78% | 加仓 |
| 12 | PM | Philip Morris International | +0.1% | +120.59% | 加仓 |
| 13 | FICO | Fair Isaac CORP | +0.1% | -1.88% | 减仓 |
| 14 | AVB | Avalonbay Communities Inc | +0.1% | +143.49% | 加仓 |
| 15 | MA | Mastercard Inc - A | +0.1% | +1.24% | 加仓 |
| 16 | LDOS | Leidos Holdings Inc | +0.1% | +226.23% | 加仓 |
| 17 | WM | Waste Management Inc | +0.1% | +141.39% | 加仓 |
| 18 | NEM | Newmont CORP | +0.1% | -1.56% | 减仓 |
| 19 | PGR | Progressive CORP | +0.1% | -1.61% | 减仓 |
| 20 | FISV | Fiserv Inc | +0.1% | +6.55% | 加仓 |
| 21 | GE | General Electric | +0.1% | +76.19% | 加仓 |
| 22 | INGR | Ingredion Inc | +0.1% | +5.71% | 加仓 |
| 23 | WELL | Welltower Inc | +0.1% | +67.23% | 加仓 |
| 24 | ECL | Ecolab Inc | +0.1% | +335.80% | 加仓 |
| 25 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.96% | 减仓 |
| 26 | HD | Home Depot Inc | +0.1% | -1.32% | 减仓 |
| 27 | PAYO | Payoneer Global Inc | +0.1% | -1.50% | 减仓 |
| 28 | PYPL | Paypal Holdings Inc | +0.1% | +2.44% | 加仓 |
| 29 | NVR | Nvr Inc | +0.1% | +21.59% | 加仓 |
| 30 | MCK | Mckesson CORP | +0.1% | +97.25% | 加仓 |
| 31 | ABT | Abbott Laboratories | +0.1% | +4.17% | 加仓 |
| 32 | SPGI | S&p Global Inc | +0.1% | -1.02% | 减仓 |
| 33 | AMGN | Amgen Inc | -0.1% | -32.39% | 减仓 |
| 34 | NI | Nisource Inc | -0.1% | -70.10% | 减仓 |
| 35 | NTR | Nutrien LTD | -0.1% | -45.97% | 减仓 |
| 36 | EG | Everest Group, Ltd. | -0.1% | -28.90% | 减仓 |
| 37 | WRKUSD | Westrock Co | -0.1% | EXIT | 清仓 |
| 38 | DE | Deere & Co | -0.1% | -47.59% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.1% | -16.08% | 减仓 |
| 40 | CDNS | Cadence Design Sys Inc | -0.1% | -3.95% | 减仓 |
| 41 | ✓ | Bw Lpg LTD | -0.2% | EXIT | 清仓 |
| 42 | AMAT | Applied Materials Inc | -0.2% | -14.35% | 减仓 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.17% | 减仓 |
| 44 | LRCXEUR | Lam Research CORP | -0.2% | -28.29% | 减仓 |
| 45 | AMD | Advanced Micro Devices | -0.2% | -37.08% | 减仓 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -7.41% | 减仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.2% | +0.22% | 加仓 |
| 48 | AMZN | Amazon.com Inc | -0.3% | -2.02% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.7% | -3.95% | 减仓 |
| 50 | NVDA | Nvidia CORP | -0.9% | -9.53% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Shell Asset Management Co 在 Q3 2024 季度的美股持仓总市值约为 US$10.0亿，共申报了 1255 个公开持股仓位。
在 Q3 2024 季度，Shell Asset Management Co 按市值排列的前三大核心持股分别为：MSFT (6.0%)、AAPL (5.9%)、NVDA (5.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.0% 的权重。
在 Q3 2024 季度中，Shell Asset Management Co 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 22 个仓位、减仓 25 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 FERG。 本季清仓仓位包含 BW LPG LTD。
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。
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。
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。