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: 0001664771
申报总市值
US$2.3亿
US$2.3亿
44 檔
20.1%
在 Q3 2024 申报期间，Sitrin Capital Management LLC（CIK: 0001664771）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.3亿，共持有 44 个公开申报仓位。
在 Q3 2024，Sitrin Capital Management LLC 进行了温和的常态性持仓调整（包含新建仓 3 档、加仓 16 档、减仓 20 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Sitrin Capital Management LLC 的前 5 大核心持股（包含 AAPL, WMT, COST 等）合计占整体申报市值的 20.1%，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
CMG
市值: US$426.3万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$1054.2万
| # | 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 | 5.88% | — | +30.95% | |
| 2 | WMT | Walmart Inc | 股票-非周期性消费 | 4.48% | -0.92% | -1.25% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.26% | -0.62% | +0.21% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.17% | -0.01% | -19.53% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.86% | -0.12% | -0.53% | |
| 6 | MAS | Masco CORP | 股票-工业 | 3.69% | +0.39% | -0.69% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.69% | -0.25% | +3.50% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.66% | -0.14% | -1.06% | |
| 9 | AMGN | Amgen Inc | 股票-医疗保健 | 3.63% | -0.35% | -0.39% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.35% | — | +5.47% | |
| 11 | AIG | American International Group | 股票-金融 | 3.33% | -0.41% | -0.89% | |
| 12 | WM | Waste Management Inc | 股票-工业 | 3.31% | -0.49% | -1.01% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 3.30% | -0.02% | -0.85% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.26% | -0.71% | +0.28% | |
| 15 | LRCXEUR | Lam Research CORP | 股票-科技 | 3.26% | — | +7.33% | |
| 16 | DHI | Dr Horton Inc | 股票-周期性消费 | 3.11% | +0.09% | +0.03% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.07% | -0.51% | +8.87% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.92% | +0.39% | -0.26% | |
| 19 | SHW | Sherwin-williams Co/the | 股票-原材料 | 2.89% | -0.12% | -0.41% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 2.73% | — | -0.73% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 2.72% | -2.46% | EXIT | |
| 22 | A | Agilent Technologies Inc | 股票-医疗保健 | 2.60% | +0.04% | -0.72% | |
| 23 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.57% | -0.40% | -0.58% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.57% | +1.01% | +25.47% | |
| 25 | BLKCHF | Blackrock Inc | 股票-其他 | 2.54% | — | -0.91% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 2.54% | — | +10.55% | |
| 27 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.47% | -0.12% | +63.12% | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.43% | — | -1.11% | |
| 29 | REG | Regency Centers CORP | 股票-房地产 | 2.25% | — | -1.07% | |
| 30 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 2.13% | — | — | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.44% | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | +0.07% | +24.94% | |
| 33 | TSLA | Tesla Inc | 股票-周期性消费 | 0.41% | — | +16.83% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.39% | +0.04% | — | |
| 35 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.22% | — | +5.99% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.20% | — | -91.89% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.17% | -0.12% | EXIT | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.16% | +0.07% | +1.27% | |
| 39 | GLW | Corning Inc | 股票-科技 | 0.15% | +0.30% | — | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.14% | — | — | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.14% | — | -91.94% | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.14% | — | +15.52% | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.12% | — | — | |
| 44 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CMG | Chipotle Mexican Grill Inc | +2.1% | NEW | 新建仓 |
| 2 | AAPL | Apple Inc | +1.6% | +30.95% | 加仓 |
| 3 | AJG | Arthur J Gallagher & Co | +1% | +63.12% | 加仓 |
| 4 | DHI | Dr Horton Inc | +0.7% | +0.03% | 加仓 |
| 5 | MAS | Masco CORP | +0.6% | -0.69% | 减仓 |
| 6 | SHW | Sherwin-williams Co/the | +0.5% | -0.41% | 减仓 |
| 7 | WMT | Walmart Inc | +0.4% | -1.25% | 减仓 |
| 8 | META | Meta Platforms Inc-class A | +0.4% | +8.87% | 加仓 |
| 9 | PANW | Palo Alto Networks Inc | +0.4% | +25.47% | 加仓 |
| 10 | LMT | Lockheed Martin CORP | +0.4% | -0.28% | 减仓 |
| 11 | ABBV | Abbvie Inc | +0.4% | NEW | 新建仓 |
| 12 | BLKCHF | Blackrock Inc | +0.3% | -0.91% | 减仓 |
| 13 | REG | Regency Centers CORP | +0.2% | -1.07% | 减仓 |
| 14 | A | Agilent Technologies Inc | +0.2% | -0.72% | 减仓 |
| 15 | TSLA | Tesla Inc | +0.1% | +16.83% | 加仓 |
| 16 | VZ | Verizon Communications Inc | +0.1% | NEW | 新建仓 |
| 17 | ORCL | Oracle CORP | +0.1% | — | 不变 |
| 18 | LOW | Lowe's Cos Inc | 0% | +5.99% | 加仓 |
| 19 | GOOG | Alphabet Inc-cl C | 0% | +24.94% | 加仓 |
| 20 | TGT | Target CORP | 0% | +15.52% | 加仓 |
| 21 | PNC | Pnc Financial Services Group | 0% | — | 不变 |
| 22 | GLW | Corning Inc | 0% | — | 不变 |
| 23 | CSCO | Cisco Systems Inc | 0% | +1.27% | 加仓 |
| 24 | CRM | Salesforce Inc | — | — | 不变 |
| 25 | CMCSA | Comcast Corp-class A | 0% | -1.11% | 减仓 |
| 26 | FDX | Fedex CORP | 0% | — | 不变 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.06% | 减仓 |
| 28 | COST | Costco Wholesale CORP | -0.1% | +0.21% | 加仓 |
| 29 | V | Visa Inc-class A Shares | -0.1% | -0.85% | 减仓 |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -0.53% | 减仓 |
| 31 | AMGN | Amgen Inc | -0.1% | -0.39% | 减仓 |
| 32 | AMZN | Amazon.com Inc | -0.2% | +5.47% | 加仓 |
| 33 | MSFT | Microsoft CORP | -0.3% | +3.50% | 加仓 |
| 34 | LLY | Eli Lilly & Co | -0.3% | -0.26% | 减仓 |
| 35 | AIG | American International Group | -0.3% | -0.89% | 减仓 |
| 36 | QCOM | Qualcomm Inc | -0.3% | +10.55% | 加仓 |
| 37 | WM | Waste Management Inc | -0.3% | -1.01% | 减仓 |
| 38 | MPC | Marathon Petroleum CORP | -0.4% | -0.58% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.4% | -0.73% | 减仓 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.28% | 加仓 |
| 41 | LRCXEUR | Lam Research CORP | -1% | +7.33% | 加仓 |
| 42 | NVDA | Nvidia CORP | -1.4% | -19.53% | 减仓 |
| 43 | SLB | Slb LTD | -1.8% | -91.94% | 减仓 |
| 44 | SBUX | Starbucks CORP | -1.9% | -91.89% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Sitrin Capital Management LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.3亿，共申报了 44 个公开持股仓位。
在 Q3 2024 季度，Sitrin Capital Management LLC 按市值排列的前三大核心持股分别为：AAPL (5.9%)、WMT (4.5%)、COST (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.9% 的权重。
在 Q3 2024 季度中，Sitrin Capital Management LLC 共进行了 39 项持仓异动，包含新建仓 3 个仓位、加仓 16 个仓位、减仓 20 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CMG。
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。
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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。