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: 0001058022
申报总市值
US$4.0亿
US$4.0亿
76 檔
35.7%
在 Q4 2024 的 13F 官方备案中，Shikiar Asset Management Inc 管理的美股投资组合规模来到 US$4.0亿，整体持股档数为 76 档。
在 Q4 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 27 个仓位并完全清仓 1 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, GOOG 等）合计占整体申报市值的 35.7%，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 | 18.91% | -0.36% | -1.09% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.21% | -0.13% | -3.36% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.41% | +0.27% | -3.43% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | -0.40% | -0.24% | |
| 5 | BXSL | Blackstone Secured Lending F | 股票-金融 | 3.55% | -0.54% | -13.43% | |
| 6 | RY | Royal Bank Of Canada | 股票-金融 | 3.28% | +0.14% | — | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.96% | +0.43% | -12.58% | |
| 8 | INCY | Incyte CORP | 股票-医疗保健 | 2.96% | +0.12% | -3.29% | |
| 9 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.56% | -0.49% | +4.56% | |
| 10 | CI | THE Cigna Group | 股票-医疗保健 | 2.47% | -0.17% | +28.10% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.45% | -0.18% | -9.07% | |
| 12 | HON | Honeywell International Inc | 股票-工业 | 2.39% | -0.14% | EXIT | |
| 13 | SLM V0 PERP B债券 | Slm CORP | 债券 | 2.31% | -0.27% | +3.37% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.29% | -0.36% | -2.69% | |
| 15 | HESAY | Hermes Intl-unsponsored Adr | 股票-其他 | 2.27% | -0.43% | +74.17% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.19% | — | -13.56% | |
| 17 | LIN | Linde plc | 股票-原材料 | 2.12% | -0.23% | -4.73% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 2.12% | +3.69% | -16.52% | |
| 19 | SYF V8.25 PERP B债券 | Synchrony Financial | 债券 | 2.08% | -0.28% | +14.16% | |
| 20 | UBER | Uber Technologies Inc | 股票-工业 | 2.02% | — | +33.64% | |
| 21 | MGM | Mgm Resorts International | 股票-周期性消费 | 2.00% | — | -7.03% | |
| 22 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 1.83% | -0.19% | +1.48% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.66% | +0.04% | -4.59% | |
| 24 | SLM | Slm CORP | 股票-金融 | 1.49% | -0.43% | -11.86% | |
| 25 | ARMK | Aramark | 股票-工业 | 1.47% | — | -36.68% | |
| 26 | GSBD | Goldman Sachs Bdc Inc | 股票-其他 | 1.44% | +0.07% | +6.66% | |
| 27 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.18% | -1.03% | -8.03% | |
| 28 | ✓ | Ftai Aviation Pfd Ser D 9.5 | 股票-其他 | 1.15% | -0.21% | +26.72% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.78% | -0.36% | -2.01% | |
| 30 | LNC 9 PERP D债券 | Lincoln National CORP | 债券 | 0.78% | -0.10% | -1.83% | |
| 31 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.70% | -0.08% | -6.57% | |
| 32 | CODI V7.875 PERP B债券 | Compass Diversif Holding | 债券 | 0.68% | — | +17.25% | |
| 33 | CODI 7.875 PERP C债券 | Compass Diversif Holding | 债券 | 0.68% | — | +3.25% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.64% | +0.02% | — | |
| 35 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 0.56% | — | +14.78% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | -0.06% | — | |
| 37 | COTY | Coty Inc-cl A | 股票-其他 | 0.50% | — | -2.84% | |
| 38 | AXON | Axon Enterprise Inc | 股票-工业 | 0.47% | +0.05% | — | |
| 39 | MSDL | Morgan Stanley Direct Lendin | 股票-其他 | 0.47% | +0.01% | — | |
| 40 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | 债券 | 0.43% | +0.03% | +3.94% | |
| 41 | GRBK 5.75 PERP A债券 | Green Brick Partners Inc | 债券 | 0.42% | -0.02% | -5.32% | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.41% | -0.03% | -8.83% | |
| 43 | MDGL | Madrigal Pharmaceuticals Inc | 股票-医疗保健 | 0.41% | +1.43% | -7.41% | |
| 44 | JXN V8 PERP债券 | Jackson Financial Inc | 债券 | 0.40% | -0.10% | +1.30% | |
| 45 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.35% | +0.04% | -21.07% | |
| 46 | CORZ | Core Scientific Inc | 股票-科技 | 0.35% | +0.02% | +27.00% | |
| 47 | ZS | Zscaler Inc | 股票-科技 | 0.35% | -0.56% | -15.00% | |
| 48 | UNTC | Unit CORP | 股票-其他 | 0.33% | -0.12% | +6.67% | |
| 49 | ✓ | 股票-其他 | 0.32% | -0.23% | EXIT | ||
| 50 | PEB 5.7 PERP H债券 | Pebblebrook Hotel Trust | 债券 | 0.30% | +0.01% | -0.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HON | Honeywell International Inc | +2.3% | +2562.20% | 加仓 |
| 2 | AAPL | Apple Inc | +1.3% | -1.09% | 减仓 |
| 3 | HESAY | Hermes Intl-unsponsored Adr | +0.9% | +74.17% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.8% | -3.36% | 减仓 |
| 5 | MSDL | Morgan Stanley Direct Lendin | +0.5% | NEW | 新建仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -3.43% | 减仓 |
| 7 | SYF V8.25 PERP B债券 | Synchrony Financial | +0.3% | +14.16% | 加仓 |
| 8 | ✓ | Ftai Aviation Pfd Ser D 9.5 | +0.3% | +26.72% | 加仓 |
| 9 | AMLP | Alerian Mlp ETF | +0.2% | +4.56% | 加仓 |
| 10 | AXON | Axon Enterprise Inc | +0.2% | — | 不变 |
| 11 | UBER | Uber Technologies Inc | +0.2% | +33.64% | 加仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | -3.45% | 减仓 |
| 13 | CORZ | Core Scientific Inc | +0.1% | +27.00% | 加仓 |
| 14 | MDGL | Madrigal Pharmaceuticals Inc | +0.1% | -7.41% | 减仓 |
| 15 | RDDT | Reddit Inc-cl A | +0.1% | NEW | 新建仓 |
| 16 | CODI V7.875 PERP B债券 | Compass Diversif Holding | +0.1% | +17.25% | 加仓 |
| 17 | BAC | Bank Of America CORP | +0.1% | -4.59% | 减仓 |
| 18 | SLM | Slm CORP | +0.1% | -11.86% | 减仓 |
| 19 | SLM V0 PERP B债券 | Slm CORP | +0.1% | +3.37% | 加仓 |
| 20 | HOOD | Robinhood Markets Inc - A | +0.1% | -21.07% | 减仓 |
| 21 | MPLX | Mplx LP | +0.1% | NEW | 新建仓 |
| 22 | CI | THE Cigna Group | +0.1% | +28.10% | 加仓 |
| 23 | EPD | Enterprise Products Partners | +0.1% | +76.47% | 加仓 |
| 24 | SHEL | Shell Plc-adr | +0.1% | NEW | 新建仓 |
| 25 | RBRK | Rubrik Inc-a | +0.1% | NEW | 新建仓 |
| 26 | C | Citigroup Inc | +0.1% | +6.03% | 加仓 |
| 27 | VONG | Vanguard Russell 1000 Growth | 0% | — | 不变 |
| 28 | LNC 9 PERP D债券 | Lincoln National CORP | 0% | -1.83% | 减仓 |
| 29 | ZS | Zscaler Inc | 0% | -15.00% | 减仓 |
| 30 | LXPUSD | Lxp Industrial Trust | 0% | +14.78% | 加仓 |
| 31 | GRBK 5.75 PERP A债券 | Green Brick Partners Inc | -0.1% | -5.32% | 减仓 |
| 32 | OTLY | Oatly Group AB | -0.1% | -2.35% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.1% | -0.24% | 减仓 |
| 34 | REGN | Regeneron Pharmaceuticals | -0.1% | -2.16% | 减仓 |
| 35 | RY | Royal Bank Of Canada | -0.1% | — | 不变 |
| 36 | GSBD | Goldman Sachs Bdc Inc | -0.1% | +6.66% | 加仓 |
| 37 | GLPI | Gaming And Leisure Propertie | -0.1% | -6.57% | 减仓 |
| 38 | DHR | Danaher CORP | -0.1% | -8.83% | 减仓 |
| 39 | BXSL | Blackstone Secured Lending F | -0.1% | -13.43% | 减仓 |
| 40 | COTY | Coty Inc-cl A | -0.2% | -2.84% | 减仓 |
| 41 | CB | Chubb Limited | -0.4% | -9.07% | 减仓 |
| 42 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.4% | EXIT | 清仓 |
| 43 | LIN | Linde plc | -0.4% | -4.73% | 减仓 |
| 44 | MGM | Mgm Resorts International | -0.4% | -7.03% | 减仓 |
| 45 | NEE | Nextera Energy Inc | -0.5% | -2.69% | 减仓 |
| 46 | FCX | Freeport-mcmoran Inc | -0.5% | -8.03% | 减仓 |
| 47 | ARMK | Aramark | -0.9% | -36.68% | 减仓 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -1.3% | -13.56% | 减仓 |
| 49 | AMD | Advanced Micro Devices | -1.3% | -16.52% | 减仓 |
| 50 | DVN | Devon Energy CORP | -1.7% | -83.62% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Shikiar Asset Management Inc 在 Q4 2024 季度的美股持仓总市值约为 US$4.0亿，共申报了 76 个公开持股仓位。
在 Q4 2024 季度，Shikiar Asset Management Inc 按市值排列的前三大核心持股分别为：AAPL (18.9%)、AMZN (6.2%)、GOOG (4.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 18.9% 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
MSDL
市值: US$178.0万
本季最大获利了结 / 清仓标的
LVMUY
前期市值: US$147.5万
在 Q4 2024 季度中，Shikiar Asset Management Inc 共进行了 47 项持仓异动，包含新建仓 5 个仓位、加仓 14 个仓位、减仓 27 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 MSDL。 本季清仓仓位包含 LVMUY。
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。