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: 0001993325
申报总市值
US$1.4亿
US$1.4亿
137 檔
28.1%
Slocum, Gordon & Co LLP 在 Q4 2024 季度的美股仓位总计估值为 US$1.4亿，分散于 137 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Slocum, Gordon & Co LLP 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 5 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，Slocum, Gordon & Co LLP 的前 5 大核心持股（包含 MRK, PG, XOM 等）合计占整体申报市值的 28.1%，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 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 8.00% | +1.35% | -1.79% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 7.17% | +0.03% | -2.46% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 6.68% | -6.02% | EXIT | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 5.63% | +0.27% | -4.55% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 5.60% | +0.30% | -4.62% | |
| 6 | AEP | American Electric Power | 股票-公用事业 | 5.31% | -0.69% | -2.62% | |
| 7 | KVUE | Kenvue Inc | 股票-非周期性消费 | 4.57% | — | -2.27% | |
| 8 | PPL | Ppl CORP | 股票-公用事业 | 4.55% | — | -1.94% | |
| 9 | VZ | Verizon Communications Inc | 股票-通信服务 | 4.30% | +0.35% | -5.55% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.28% | +0.14% | -0.60% | |
| 11 | WMB | Williams Cos Inc | 股票-能源 | 2.91% | -0.09% | -2.39% | |
| 12 | DUK | Duke Energy CORP | 股票-公用事业 | 2.73% | -0.09% | — | |
| 13 | PFE | Pfizer Inc | 股票-医疗保健 | 2.51% | +0.33% | -24.33% | |
| 14 | WY | Weyerhaeuser Co | 股票-房地产 | 2.45% | -0.05% | -7.14% | |
| 15 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.24% | — | -1.35% | |
| 16 | T | At&t Inc | 股票-通信服务 | 2.06% | +0.29% | +5.11% | |
| 17 | IRT | Independence Realty Trust In | 股票-房地产 | 1.78% | -0.09% | -2.46% | |
| 18 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.72% | — | +486.50% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.62% | -0.29% | — | |
| 20 | GE | General Electric | 股票-工业 | 1.57% | -0.40% | -0.54% | |
| 21 | DVN | Devon Energy CORP | 股票-能源 | 1.56% | — | -10.16% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 1.55% | +0.08% | -0.37% | |
| 23 | MMM | 3m Co | 股票-工业 | 1.51% | +0.03% | — | |
| 24 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.46% | +0.21% | -4.72% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | +0.23% | — | |
| 26 | UL | Unilever PLC | 股票-非周期性消费 | 1.06% | — | -18.86% | |
| 27 | EWA | Ishares Msci Australia ETF | ETF-其他 | 0.96% | +0.12% | — | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.88% | -0.08% | -0.71% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.87% | +0.04% | — | |
| 30 | GEV | GE Vernova Inc | 股票-工业 | 0.77% | -0.28% | -1.73% | |
| 31 | CAT | Caterpillar Inc | 股票-工业 | 0.75% | -0.49% | +400.00% | |
| 32 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.74% | — | — | |
| 33 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.71% | — | -10.03% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.60% | -0.06% | — | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.45% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | -0.01% | — | |
| 37 | DOW | Dow Inc | 股票-原材料 | 0.42% | — | — | |
| 38 | GIS | General Mills Inc | 股票-非周期性消费 | 0.40% | — | — | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.40% | +0.03% | — | |
| 40 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.29% | — | — | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.27% | — | — | |
| 42 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.26% | +1.29% | NEW | |
| 43 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.25% | +0.02% | — | |
| 44 | RVTY | Revvity Inc | 股票-医疗保健 | 0.24% | +0.08% | -99.52% | |
| 45 | AMGN | Amgen Inc | 股票-医疗保健 | 0.24% | +0.03% | — | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.23% | +0.18% | NEW | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.23% | +0.02% | — | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.23% | +0.02% | — | |
| 49 | BB3 | Brookline Bancorp Inc | 股票-其他 | 0.22% | — | — | |
| 50 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.19% | — | -2.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +3.5% | -2.46% | 减仓 |
| 2 | MRK | Merck & Co. Inc. | +3.5% | -1.79% | 减仓 |
| 3 | XOM | Exxon Mobil CORP | +3.1% | -0.88% | 减仓 |
| 4 | ABBV | Abbvie Inc | +2.4% | -4.62% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +2.4% | -4.55% | 减仓 |
| 6 | AEP | American Electric Power | +2.3% | -2.62% | 减仓 |
| 7 | PPL | Ppl CORP | +2.2% | -1.94% | 减仓 |
| 8 | KVUE | Kenvue Inc | +2.1% | -2.27% | 减仓 |
| 9 | JPM | Jpmorgan Chase & Co | +1.9% | -0.60% | 减仓 |
| 10 | VZ | Verizon Communications Inc | +1.8% | -5.55% | 减仓 |
| 11 | WMB | Williams Cos Inc | +1.7% | -2.39% | 减仓 |
| 12 | CL | Colgate-palmolive Co | +1.6% | +486.50% | 加仓 |
| 13 | DUK | Duke Energy CORP | +1.3% | — | 不变 |
| 14 | T | At&t Inc | +1.1% | +5.11% | 加仓 |
| 15 | KMB | Kimberly-clark CORP | +1% | -1.35% | 减仓 |
| 16 | EWA | Ishares Msci Australia ETF | +1% | NEW | 新建仓 |
| 17 | WY | Weyerhaeuser Co | +0.9% | -7.14% | 减仓 |
| 18 | IRT | Independence Realty Trust In | +0.9% | -2.46% | 减仓 |
| 19 | AAPL | Apple Inc | +0.8% | -0.37% | 减仓 |
| 20 | IBM | Intl Business Machines CORP | +0.8% | — | 不变 |
| 21 | PFE | Pfizer Inc | +0.7% | -24.33% | 减仓 |
| 22 | MMM | 3m Co | +0.7% | — | 不变 |
| 23 | GE | General Electric | +0.7% | -0.54% | 减仓 |
| 24 | OXY | Occidental Petroleum CORP | +0.7% | -4.72% | 减仓 |
| 25 | CAT | Caterpillar Inc | +0.7% | +400.00% | 加仓 |
| 26 | MSFT | Microsoft CORP | +0.6% | — | 不变 |
| 27 | DVN | Devon Energy CORP | +0.6% | -10.16% | 减仓 |
| 28 | WMT | Walmart Inc | +0.5% | -0.71% | 减仓 |
| 29 | GEV | GE Vernova Inc | +0.5% | -1.73% | 减仓 |
| 30 | UNP | Union Pacific CORP | +0.4% | — | 不变 |
| 31 | UL | Unilever PLC | +0.3% | -18.86% | 减仓 |
| 32 | 6D8 | Dupont De Nemours Inc | +0.3% | — | 不变 |
| 33 | HD | Home Depot Inc | +0.3% | — | 不变 |
| 34 | CAG | Conagra Brands Inc | +0.3% | -10.03% | 减仓 |
| 35 | AMZN | Amazon.com Inc | +0.3% | — | 不变 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | — | 不变 |
| 37 | ABT | Abbott Laboratories | +0.2% | — | 不变 |
| 38 | GIS | General Mills Inc | +0.2% | — | 不变 |
| 39 | NVDA | Nvidia CORP | +0.2% | — | 不变 |
| 40 | DOW | Dow Inc | +0.1% | — | 不变 |
| 41 | PEP | Pepsico Inc | +0.1% | — | 不变 |
| 42 | BB3 | Brookline Bancorp Inc | +0.1% | — | 不变 |
| 43 | BMY | Bristol-myers Squibb Co | +0.1% | — | 不变 |
| 44 | TRV | Travelers Cos Inc/the | +0.1% | — | 不变 |
| 45 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | 不变 |
| 46 | ZTS | Zoetis Inc | +0.1% | — | 不变 |
| 47 | ATO | Atmos Energy CORP | +0.1% | NEW | 新建仓 |
| 48 | AXP | American Express Co | +0.1% | — | 不变 |
| 49 | TMO | Thermo Fisher Scientific Inc | +0.1% | -4.36% | 减仓 |
| 50 | AMGN | Amgen Inc | +0.1% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Slocum, Gordon & Co LLP 在 Q4 2024 季度的美股持仓总市值约为 US$1.4亿，共申报了 137 个公开持股仓位。
在 Q4 2024 季度，Slocum, Gordon & Co LLP 按市值排列的前三大核心持股分别为：MRK (8.0%)、PG (7.2%)、XOM (6.7%)。其中最大持股仓位 MRK 占据整体投资组合约 8.0% 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
EWA
市值: US$116.7万
本季最大获利了结 / 清仓标的
STE
前期市值: US$3776.3万
在 Q4 2024 季度中，Slocum, Gordon & Co LLP 共进行了 51 项持仓异动，包含新建仓 7 个仓位、加仓 5 个仓位、减仓 34 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 EWA。 本季清仓仓位包含 STE。
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。