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: 0001058022
申报总市值
US$4.0亿
US$4.0亿
74 檔
33.8%
Q3 2024 季度申报显示，Shikiar Asset Management Inc 披露的美股组合总市值为 US$4.0亿，涵盖 74 个不同之权益投资仓位。
在 Q3 2024，Shikiar Asset Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 3 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，Shikiar Asset Management Inc 的前 5 大核心持股（包含 AAPL, AMZN, MSFT 等）合计占整体申报市值的 33.8%，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 | AAPL | Apple Inc | 股票-科技 | 17.65% | -0.36% | -1.87% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.42% | -0.13% | -5.43% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | -0.40% | -2.47% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.98% | +0.27% | -15.68% | |
| 5 | BXSL | Blackstone Secured Lending F | 股票-金融 | 3.69% | -0.54% | -3.29% | |
| 6 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 3.48% | — | -13.11% | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 3.42% | +3.69% | -5.00% | |
| 8 | RY | Royal Bank Of Canada | 股票-金融 | 3.37% | +0.14% | — | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.96% | +0.43% | -7.46% | |
| 10 | INCY | Incyte CORP | 股票-医疗保健 | 2.90% | +0.12% | +3.18% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.80% | -0.18% | -10.21% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.75% | -0.36% | -5.90% | |
| 13 | LIN | Linde plc | 股票-原材料 | 2.52% | -0.23% | -0.82% | |
| 14 | MGM | Mgm Resorts International | 股票-周期性消费 | 2.41% | — | +7.00% | |
| 15 | CI | THE Cigna Group | 股票-医疗保健 | 2.40% | -0.17% | -2.28% | |
| 16 | ARMK | Aramark | 股票-工业 | 2.38% | — | -23.52% | |
| 17 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.38% | -0.49% | +3.58% | |
| 18 | SLM V0 PERP B债券 | Slm CORP | 债券 | 2.23% | -0.27% | -6.75% | |
| 19 | DVN | Devon Energy CORP | 股票-能源 | 1.91% | — | +63.41% | |
| 20 | UBER | Uber Technologies Inc | 股票-工业 | 1.87% | — | — | |
| 21 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 1.78% | -0.19% | +8.74% | |
| 22 | SYF V8.25 PERP B债券 | Synchrony Financial | 债券 | 1.76% | -0.28% | +12.03% | |
| 23 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.67% | -1.03% | -10.90% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.56% | +0.04% | -7.73% | |
| 25 | GSBD | Goldman Sachs Bdc Inc | 股票-其他 | 1.53% | +0.07% | -23.87% | |
| 26 | SLM | Slm CORP | 股票-金融 | 1.39% | -0.43% | +9.70% | |
| 27 | HESAY | Hermes Intl-unsponsored Adr | 股票-其他 | 1.33% | -0.43% | — | |
| 28 | ✓ | Ftai Aviation Pfd Ser D 9.5 | 股票-其他 | 0.88% | -0.21% | +4.52% | |
| 29 | LNC 9 PERP D债券 | Lincoln National CORP | 债券 | 0.81% | -0.10% | +1.15% | |
| 30 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.80% | -0.08% | -5.21% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.79% | -0.36% | -1.19% | |
| 32 | COTY | Coty Inc-cl A | 股票-其他 | 0.70% | — | -8.21% | |
| 33 | CODI 7.875 PERP C债券 | Compass Diversif Holding | 债券 | 0.64% | — | +0.40% | |
| 34 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 0.60% | — | -1.39% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.60% | +0.02% | — | |
| 36 | CODI V7.875 PERP B债券 | Compass Diversif Holding | 债券 | 0.59% | — | -1.94% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.54% | -0.03% | — | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | -0.06% | — | |
| 39 | GRBK 5.75 PERP A债券 | Green Brick Partners Inc | 债券 | 0.47% | -0.02% | -10.14% | |
| 40 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | 债券 | 0.46% | +0.03% | +9.08% | |
| 41 | JXN V8 PERP债券 | Jackson Financial Inc | 债券 | 0.40% | -0.10% | +8.47% | |
| 42 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 股票-其他 | 0.39% | — | -59.62% | |
| 43 | ZS | Zscaler Inc | 股票-科技 | 0.38% | -0.56% | +7.12% | |
| 44 | UNTC | Unit CORP | 股票-其他 | 0.32% | -0.12% | -0.96% | |
| 45 | PEB 5.7 PERP H债券 | Pebblebrook Hotel Trust | 债券 | 0.32% | +0.01% | +0.41% | |
| 46 | AXON | Axon Enterprise Inc | 股票-工业 | 0.32% | +0.05% | — | |
| 47 | MDGL | Madrigal Pharmaceuticals Inc | 股票-医疗保健 | 0.30% | +1.43% | — | |
| 48 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.28% | +0.04% | -32.56% | |
| 49 | ✓ | 股票-其他 | 0.28% | -0.23% | EXIT | ||
| 50 | OTLY | Oatly Group AB | 股票-其他 | 0.26% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +1.9% | NEW | 新建仓 |
| 2 | HESAY | Hermes Intl-unsponsored Adr | +1.3% | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | +1.1% | -1.87% | 减仓 |
| 4 | DVN | Devon Energy CORP | +0.5% | +63.41% | 加仓 |
| 5 | RY | Royal Bank Of Canada | +0.4% | — | 不变 |
| 6 | ✓ | +0.3% | NEW | 新建仓 | |
| 7 | INCY | Incyte CORP | +0.3% | +3.18% | 加仓 |
| 8 | NEE | Nextera Energy Inc | +0.3% | -5.90% | 减仓 |
| 9 | OTLY | Oatly Group AB | +0.3% | NEW | 新建仓 |
| 10 | CORZ | Core Scientific Inc | +0.2% | NEW | 新建仓 |
| 11 | SLM | Slm CORP | +0.2% | +9.70% | 加仓 |
| 12 | SYF V8.25 PERP B债券 | Synchrony Financial | +0.2% | +12.03% | 加仓 |
| 13 | LIN | Linde plc | +0.1% | -0.82% | 减仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | 新建仓 |
| 15 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | +0.1% | +9.08% | 加仓 |
| 16 | AXON | Axon Enterprise Inc | +0.1% | — | 不变 |
| 17 | GLD | Spdr Gold Shares | +0.1% | -1.19% | 减仓 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +38.10% | 加仓 |
| 19 | GBDC | Golub Capital Bdc Inc | +0.1% | +8.74% | 加仓 |
| 20 | GLPI | Gaming And Leisure Propertie | +0.1% | -5.21% | 减仓 |
| 21 | DHR | Danaher CORP | +0.1% | — | 不变 |
| 22 | LXPUSD | Lxp Industrial Trust | 0% | -1.39% | 减仓 |
| 23 | JXN V8 PERP债券 | Jackson Financial Inc | 0% | +8.47% | 加仓 |
| 24 | QVCGA 8 03-15-31债券 | Qvc Group Inc | 0% | +31.94% | 加仓 |
| 25 | CI | THE Cigna Group | 0% | -2.28% | 减仓 |
| 26 | ✓ | Ftai Aviation Pfd Ser D 9.5 | 0% | +4.52% | 加仓 |
| 27 | CB | Chubb Limited | — | -10.21% | 减仓 |
| 28 | AMLP | Alerian Mlp ETF | — | +3.58% | 加仓 |
| 29 | CDLXEUR | Cardlytics Inc | -0.1% | -64.58% | 减仓 |
| 30 | EHABUSD | Enhabit Inc | -0.1% | EXIT | 清仓 |
| 31 | UNTC | Unit CORP | -0.1% | -0.96% | 减仓 |
| 32 | TLN | Talen Energy CORP | -0.1% | EXIT | 清仓 |
| 33 | GOOG | Alphabet Inc. | -0.1% | EXIT | 清仓 |
| 34 | MDGL | Madrigal Pharmaceuticals Inc | -0.1% | — | 不变 |
| 35 | COTY | Coty Inc-cl A | -0.1% | -8.21% | 减仓 |
| 36 | HOOD | Robinhood Markets Inc - A | -0.1% | -32.56% | 减仓 |
| 37 | BAC | Bank Of America CORP | -0.2% | -7.73% | 减仓 |
| 38 | FCX | Freeport-mcmoran Inc | -0.2% | -10.90% | 减仓 |
| 39 | MGM | Mgm Resorts International | -0.2% | +7.00% | 加仓 |
| 40 | AMD | Advanced Micro Devices | -0.2% | -5.00% | 减仓 |
| 41 | SLM V0 PERP B债券 | Slm CORP | -0.3% | -6.75% | 减仓 |
| 42 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -7.46% | 减仓 |
| 43 | BXSL | Blackstone Secured Lending F | -0.4% | -3.29% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.4% | -2.47% | 减仓 |
| 45 | ARMK | Aramark | -0.4% | -23.52% | 减仓 |
| 46 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.6% | -59.62% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -0.6% | -5.43% | 减仓 |
| 48 | GSBD | Goldman Sachs Bdc Inc | -0.7% | -23.87% | 减仓 |
| 49 | GOOG | Alphabet Inc-cl C | -1.3% | -15.68% | 减仓 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | -1.4% | -13.11% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Shikiar Asset Management Inc 在 Q3 2024 季度的美股持仓总市值约为 US$4.0亿，共申报了 74 个公开持股仓位。
在 Q3 2024 季度，Shikiar Asset Management Inc 按市值排列的前三大核心持股分别为：AAPL (17.6%)、AMZN (5.4%)、MSFT (4.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 17.6% 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
UBER
市值: US$712.7万
本季最大获利了结 / 清仓标的
GOOG
前期市值: US$37.7万
在 Q3 2024 季度中，Shikiar Asset Management Inc 共进行了 46 项持仓异动，包含新建仓 6 个仓位、加仓 12 个仓位、减仓 25 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UBER。 本季清仓仓位包含 GOOG。
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。