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: 0001427008
申报总市值
US$46.6亿
US$46.6亿
34 檔
41.5%
Q4 2024 季度申报显示，Smead Capital Management, Inc. 披露的美股组合总市值为 US$46.6亿，涵盖 34 个不同之权益投资仓位。
在 Q4 2024，Smead Capital Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 24 个仓位并完全清仓 0 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，Smead Capital Management, Inc. 的前 5 大核心持股（包含 SPG, AXP, MAC 等）合计占整体申报市值的 41.5%，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 | SPG | Simon Property Group Inc | 股票-房地产 | 6.83% | +0.38% | -2.37% | |
| 2 | AXP | American Express Co | 股票-金融 | 6.19% | +0.16% | -17.49% | |
| 3 | MAC | Macerich Co/the | 股票-其他 | 6.16% | +1.20% | -2.37% | |
| 4 | LEN | Lennar Corp-a | 股票-周期性消费 | 5.50% | +0.92% | -2.38% | |
| 5 | DHI | Dr Horton Inc | 股票-周期性消费 | 5.33% | +0.47% | -2.37% | |
| 6 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 5.09% | -0.04% | -2.37% | |
| 7 | OXY | Occidental Petroleum CORP | 股票-能源 | 5.02% | -1.37% | -2.26% | |
| 8 | AMGN | Amgen Inc | 股票-医疗保健 | 4.63% | -0.22% | -2.37% | |
| 9 | APA | Apa CORP | 股票-能源 | 4.54% | -2.17% | +31.18% | |
| 10 | NVR | Nvr Inc | 股票-周期性消费 | 4.48% | +1.04% | -2.38% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 4.22% | +0.26% | -21.92% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.02% | +0.10% | -23.34% | |
| 13 | OVV | Ovintiv Inc | 股票-能源 | 3.86% | — | -2.54% | |
| 14 | CVE | Cenovus Energy Inc | 股票-能源 | 3.55% | -1.47% | -1.90% | |
| 15 | EBAY | Ebay Inc | 股票-周期性消费 | 3.49% | -1.55% | -2.36% | |
| 16 | COP | Conocophillips | 股票-能源 | 3.30% | -1.28% | -2.37% | |
| 17 | TGT | Target CORP | 股票-周期性消费 | 3.13% | +0.01% | +19.87% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 3.04% | — | -2.39% | |
| 19 | DVN | Devon Energy CORP | 股票-能源 | 2.91% | — | -2.47% | |
| 20 | UHAL-B | U-haul Holding Co-non Voting | 股票-其他 | 2.44% | +0.42% | +1.03% | |
| 21 | WAL | Western Alliance Bancorp | 股票-金融 | 1.71% | +0.72% | -2.37% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.60% | -1.53% | EXIT | |
| 23 | CACC | Credit Acceptance CORP | 股票-其他 | 1.48% | +0.78% | -2.37% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | — | -2.37% | |
| 25 | FITB | Fifth Third Bancorp | 股票-金融 | 1.42% | +0.98% | -2.37% | |
| 26 | MTB | M & T Bank CORP | 股票-金融 | 1.41% | +0.10% | -2.37% | |
| 27 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.38% | -0.28% | — | |
| 28 | SIRI | Sirius Xm Holdings Inc | 股票-通信服务 | 0.95% | — | — | |
| 29 | UHAL | U-haul Holding Co | 股票-其他 | 0.48% | — | -17.54% | |
| 30 | WFG | West Fraser Timber Co LTD | 股票-其他 | 0.16% | +0.02% | +3.57% | |
| 31 | FRO | Frontline plc | 股票-其他 | 0.15% | — | +3.56% | |
| 32 | OXY-WS | Occidental Petroleum-cw27 | 股票-其他 | 0.07% | -0.10% | +3.57% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.02% | — | — | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ULTA | Ulta Beauty Inc | +1.4% | NEW | 新建仓 |
| 2 | APA | Apa CORP | +1.2% | +31.18% | 加仓 |
| 3 | SIRI | Sirius Xm Holdings Inc | +1% | NEW | 新建仓 |
| 4 | MAC | Macerich Co/the | +0.8% | -2.37% | 减仓 |
| 5 | SPG | Simon Property Group Inc | +0.5% | -2.37% | 减仓 |
| 6 | OVV | Ovintiv Inc | +0.4% | -2.54% | 减仓 |
| 7 | TGT | Target CORP | +0.4% | +19.87% | 加仓 |
| 8 | CACC | Credit Acceptance CORP | +0.2% | -2.37% | 减仓 |
| 9 | MTB | M & T Bank CORP | +0.2% | -2.37% | 减仓 |
| 10 | OXY | Occidental Petroleum CORP | +0.1% | -2.26% | 减仓 |
| 11 | HD | Home Depot Inc | +0.1% | -2.39% | 减仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.37% | 减仓 |
| 13 | FITB | Fifth Third Bancorp | +0.1% | -2.37% | 减仓 |
| 14 | WAL | Western Alliance Bancorp | 0% | -2.37% | 减仓 |
| 15 | EBAY | Ebay Inc | 0% | -2.36% | 减仓 |
| 16 | IWD | Ishares Russell 1000 Value E | 0% | NEW | 新建仓 |
| 17 | VTV | Vanguard Value ETF | 0% | NEW | 新建仓 |
| 18 | OXY-WS | Occidental Petroleum-cw27 | 0% | +3.57% | 加仓 |
| 19 | COP | Conocophillips | — | -2.37% | 减仓 |
| 20 | WFG | West Fraser Timber Co LTD | — | +3.57% | 加仓 |
| 21 | UHAL-B | U-haul Holding Co-non Voting | -0.1% | +1.03% | 加仓 |
| 22 | QCOM | Qualcomm Inc | -0.1% | -2.36% | 减仓 |
| 23 | FRO | Frontline plc | -0.1% | +3.56% | 加仓 |
| 24 | AXP | American Express Co | -0.1% | -17.49% | 减仓 |
| 25 | UHAL | U-haul Holding Co | -0.1% | -17.54% | 减仓 |
| 26 | CVE | Cenovus Energy Inc | -0.1% | -1.90% | 减仓 |
| 27 | JPM | Jpmorgan Chase & Co | -0.2% | -23.34% | 减仓 |
| 28 | BAC | Bank Of America CORP | -0.3% | -21.92% | 减仓 |
| 29 | DVN | Devon Energy CORP | -0.4% | -2.47% | 减仓 |
| 30 | MRK | Merck & Co. Inc. | -0.4% | -2.37% | 减仓 |
| 31 | NVR | Nvr Inc | -0.6% | -2.38% | 减仓 |
| 32 | AMGN | Amgen Inc | -0.8% | -2.37% | 减仓 |
| 33 | DHI | Dr Horton Inc | -1.5% | -2.37% | 减仓 |
| 34 | LEN | Lennar Corp-a | -1.6% | -2.38% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Smead Capital Management, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$46.6亿，共申报了 34 个公开持股仓位。
在 Q4 2024 季度，Smead Capital Management, Inc. 按市值排列的前三大核心持股分别为：SPG (6.8%)、AXP (6.2%)、MAC (6.2%)。其中最大持股仓位 SPG 占据整体投资组合约 6.8% 的权重。
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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。
本季最大新建仓标的
ULTA
市值: US$8911.3万
本季最大获利了结 / 清仓标的
LEN
前期市值: US$5.0亿
在 Q4 2024 季度中，Smead Capital Management, Inc. 共进行了 34 项持仓异动，包含新建仓 4 个仓位、加仓 6 个仓位、减仓 24 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 ULTA。
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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