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: 0002021242
申报总市值
US$17.1亿
US$17.1亿
201 檔
22.6%
截至 Q4 2024 季度末，Sienna Gestion 的美股持仓估值约为 US$17.1亿，全数申报仓位共有 201 档。
Sienna Gestion 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 17 个全新仓位及加仓 26 档持股的同时，亦同步清仓 22 档并减仓 29 档标的。
在资产配置集中度方面，Sienna Gestion 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 22.6%，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 201 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 | AAPL | Apple Inc | 股票-科技 | 7.30% | -0.23% | +860.85% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.44% | -0.43% | +1.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.19% | -0.76% | -8.19% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.80% | — | +818.56% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.41% | +0.17% | — | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 1.82% | -0.08% | — | |
| 7 | ACN | Accenture plc | 股票-科技 | 1.65% | -0.27% | +4.56% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.63% | -0.14% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.07% | — | |
| 10 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.36% | +0.12% | — | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | +1.20% | NEW | |
| 12 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.25% | -0.07% | — | |
| 13 | AMAT | Applied Materials Inc | 股票-科技 | 1.24% | +0.48% | -20.68% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.19% | +0.72% | NEW | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 1.12% | -0.55% | — | |
| 16 | AXP | American Express Co | 股票-金融 | 1.10% | +0.03% | NEW | |
| 17 | INTU | Intuit Inc | 股票-科技 | 1.08% | -0.44% | +9.17% | |
| 18 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.08% | -0.17% | -4.49% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.08% | +0.19% | +8.58% | |
| 20 | ✓ | Blackrock Inc | 股票-其他 | 1.07% | -0.21% | — | |
| 21 | CMI | Cummins Inc | 股票-工业 | 1.01% | -0.10% | EXIT | |
| 22 | TD | Toronto-dominion Bank | 股票-金融 | 0.96% | -0.69% | EXIT | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.92% | +0.37% | NEW | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.91% | -0.16% | -38.10% | |
| 25 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.90% | +0.09% | — | |
| 26 | BKR | Baker Hughes Co | 股票-能源 | 0.89% | -0.64% | EXIT | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.88% | -0.14% | — | |
| 28 | PNR | Pentair plc | 股票-工业 | 0.78% | -0.22% | -9.93% | |
| 29 | BR | Broadridge Financial Solutio | 股票-科技 | 0.78% | +0.06% | NEW | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.78% | -0.16% | — | |
| 31 | CAT | Caterpillar Inc | 股票-工业 | 0.77% | +0.06% | NEW | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.76% | +0.02% | NEW | |
| 33 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.75% | — | — | |
| 34 | MTB | M & T Bank CORP | 股票-金融 | 0.75% | -0.52% | EXIT | |
| 35 | FFIV | F5 Inc | 股票-科技 | 0.74% | -0.15% | — | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.74% | -0.21% | — | |
| 37 | SNA | Snap-on Inc | 股票-工业 | 0.74% | — | — | |
| 38 | SLF | Sun Life Financial Inc | 股票-金融 | 0.72% | -0.76% | EXIT | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | +0.58% | — | |
| 40 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.71% | — | +29.76% | |
| 41 | EBAY | Ebay Inc | 股票-周期性消费 | 0.67% | -0.15% | — | |
| 42 | TT | Trane Technologies plc | 股票-工业 | 0.67% | +0.02% | — | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.66% | -0.60% | — | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.66% | -0.06% | +30.41% | |
| 45 | UBER | Uber Technologies Inc | 股票-工业 | 0.66% | -0.02% | +138.60% | |
| 46 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.64% | — | +1455.81% | |
| 47 | EQR | Equity Residential | 股票-房地产 | 0.63% | — | — | |
| 48 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.62% | -0.32% | — | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.61% | -0.11% | +722.29% | |
| 50 | ETR | Entergy CORP | 股票-公用事业 | 0.60% | — | +2125.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +6.6% | +860.85% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +3.4% | +818.56% | 加仓 |
| 3 | ✓ | Blackrock Inc | +1.1% | NEW | 新建仓 |
| 4 | NVDA | Nvidia CORP | +0.8% | +1.39% | 加仓 |
| 5 | V | Visa Inc-class A Shares | +0.7% | NEW | 新建仓 |
| 6 | CAT | Caterpillar Inc | +0.7% | +1174.80% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.6% | — | 不变 |
| 8 | EQR | Equity Residential | +0.6% | NEW | 新建仓 |
| 9 | PYPL | Paypal Holdings Inc | +0.6% | +1455.81% | 加仓 |
| 10 | CMG | Chipotle Mexican Grill Inc | +0.6% | NEW | 新建仓 |
| 11 | ETR | Entergy CORP | +0.6% | +2125.45% | 加仓 |
| 12 | BMY | Bristol-myers Squibb Co | +0.5% | +722.29% | 加仓 |
| 13 | WMT | Walmart Inc | +0.5% | +864.26% | 加仓 |
| 14 | DFSEUR | Discover Financial Services | +0.5% | +1146.41% | 加仓 |
| 15 | PANW | Palo Alto Networks Inc | +0.5% | +1799.63% | 加仓 |
| 16 | CTSH | Cognizant Tech Solutions-a | +0.5% | +680.29% | 加仓 |
| 17 | ANET | Arista Networks Inc | +0.5% | NEW | 新建仓 |
| 18 | FTNT | Fortinet Inc | +0.5% | +1089.20% | 加仓 |
| 19 | RCL | Royal Caribbean Cruises Ltd. | +0.5% | +622.68% | 加仓 |
| 20 | AEM | Agnico Eagle Mines LTD | +0.5% | +1569.09% | 加仓 |
| 21 | EME | Emcor Group Inc | +0.4% | NEW | 新建仓 |
| 22 | LRCX | Lam Research CORP | +0.4% | NEW | 新建仓 |
| 23 | DOCU | Docusign Inc | +0.4% | NEW | 新建仓 |
| 24 | ORCL | Oracle CORP | +0.4% | +1051.67% | 加仓 |
| 25 | SHOP | Shopify Inc - Class A | +0.4% | NEW | 新建仓 |
| 26 | RMD | Resmed Inc | +0.4% | +1100.04% | 加仓 |
| 27 | WBD | Warner Bros Discovery Inc | +0.4% | NEW | 新建仓 |
| 28 | PLD | Prologis Inc | +0.4% | NEW | 新建仓 |
| 29 | OKE | Oneok Inc | +0.4% | NEW | 新建仓 |
| 30 | DECK | Deckers Outdoor CORP | +0.4% | NEW | 新建仓 |
| 31 | TMO | Thermo Fisher Scientific Inc | +0.4% | NEW | 新建仓 |
| 32 | FOX | Fox CORP - Class B | +0.4% | +738.11% | 加仓 |
| 33 | UBER | Uber Technologies Inc | +0.3% | +138.60% | 加仓 |
| 34 | MU | Micron Technology Inc | +0.3% | NEW | 新建仓 |
| 35 | TEAM | Atlassian Corp-cl A | +0.3% | NEW | 新建仓 |
| 36 | LDOS | Leidos Holdings Inc | +0.2% | NEW | 新建仓 |
| 37 | CRM | Salesforce Inc | +0.2% | — | 不变 |
| 38 | BKNG | Booking Holdings Inc | +0.2% | — | 不变 |
| 39 | JPM | Jpmorgan Chase & Co | +0.2% | — | 不变 |
| 40 | TRV | Travelers Cos Inc/the | +0.2% | +30.41% | 加仓 |
| 41 | VLO | Valero Energy CORP | +0.2% | +55.00% | 加仓 |
| 42 | DAL | Delta Air Lines Inc | +0.2% | +21.88% | 加仓 |
| 43 | MPC | Marathon Petroleum CORP | +0.1% | +53.79% | 加仓 |
| 44 | SNA | Snap-on Inc | +0.1% | — | 不变 |
| 45 | BKR | Baker Hughes Co | +0.1% | — | 不变 |
| 46 | INTU | Intuit Inc | +0.1% | +9.17% | 加仓 |
| 47 | A | Agilent Technologies Inc | +0.1% | +29.76% | 加仓 |
| 48 | AXP | American Express Co | +0.1% | — | 不变 |
| 49 | FFIV | F5 Inc | +0.1% | — | 不变 |
| 50 | AMP | Ameriprise Financial Inc | +0.1% | -4.49% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Sienna Gestion 在 Q4 2024 季度的美股持仓总市值约为 US$17.1亿，共申报了 201 个公开持股仓位。
在 Q4 2024 季度，Sienna Gestion 按市值排列的前三大核心持股分别为：AAPL (7.3%)、NVDA (6.4%)、MSFT (6.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.3% 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
BLACKROCK INC
市值: US$1570.8万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$1687.4万
在 Q4 2024 季度中，Sienna Gestion 共进行了 94 项持仓异动，包含新建仓 17 个仓位、加仓 26 个仓位、减仓 29 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 BLACKROCK INC。 本季清仓仓位包含 BLKCHF。
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。