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: 0001597099
申报总市值
US$3.5亿
US$3.5亿
155 檔
13.9%
在 Q3 2024 申报期间，Somerset Trust Co（CIK: 0001597099）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$3.5亿，共持有 155 个公开申报仓位。
在 Q3 2024，Somerset Trust Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 2 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，Somerset Trust Co 的前 5 大核心持股（包含 MSFT, AAPL, LOW 等）合计占整体申报市值的 13.9%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.17% | -0.09% | +0.89% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.80% | +0.20% | -1.03% | |
| 3 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.94% | -0.30% | -0.79% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | +0.08% | -2.15% | |
| 5 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.61% | -0.33% | -0.59% | |
| 6 | AFL | Aflac Inc | 股票-金融 | 2.32% | -0.03% | -1.19% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 2.25% | -0.42% | -1.10% | |
| 8 | AMGN | Amgen Inc | 股票-医疗保健 | 2.24% | -0.09% | -0.61% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 2.23% | +0.32% | -0.87% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.20% | -0.11% | +1.34% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.12% | +1.08% | +0.65% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.07% | -0.22% | -1.65% | |
| 13 | LIN | Linde plc | 股票-原材料 | 1.98% | -0.06% | -0.91% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.96% | -0.35% | -0.52% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 1.96% | +0.04% | -0.75% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.93% | +0.06% | -0.36% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 1.85% | -0.06% | -0.60% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.73% | -0.25% | -0.62% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.67% | -0.36% | +0.26% | |
| 20 | PAYX | Paychex Inc | 股票-科技 | 1.60% | -0.01% | -0.79% | |
| 21 | GD | General Dynamics CORP | 股票-工业 | 1.60% | -0.04% | -0.94% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.57% | -0.20% | -0.38% | |
| 23 | MDT | Medtronic plc | 股票-医疗保健 | 1.54% | -0.22% | -4.26% | |
| 24 | LHX | L3harris Technologies Inc | 股票-工业 | 1.54% | -0.47% | -0.74% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.52% | -0.06% | -1.05% | |
| 26 | NSC | Norfolk Southern CORP | 股票-工业 | 1.51% | +0.03% | -0.75% | |
| 27 | BLKCHF | Blackrock Inc | 股票-其他 | 1.50% | — | -0.73% | |
| 28 | FDS | Factset Research Systems Inc | 股票-金融 | 1.42% | -0.60% | EXIT | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.37% | — | -0.57% | |
| 30 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.33% | -0.09% | +1.91% | |
| 31 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.32% | -0.07% | -0.51% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 1.28% | -0.01% | -0.34% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.26% | -0.05% | -0.71% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.22% | -0.20% | -0.12% | |
| 35 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.17% | -0.08% | -0.57% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 1.05% | +0.01% | +2.01% | |
| 37 | TGT | Target CORP | 股票-周期性消费 | 0.98% | — | +1.13% | |
| 38 | PSX | Phillips 66 | 股票-能源 | 0.94% | -0.17% | -0.87% | |
| 39 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.93% | — | -0.24% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.87% | -0.12% | -1.83% | |
| 41 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.87% | -0.09% | -0.33% | |
| 42 | ES | Eversource Energy | 股票-公用事业 | 0.86% | -0.03% | -0.42% | |
| 43 | CLX | Clorox Company | 股票-非周期性消费 | 0.82% | -0.07% | -0.56% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.26% | -0.13% | |
| 45 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.67% | -0.13% | +2.11% | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.61% | +0.01% | -0.41% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.61% | -0.06% | +7.61% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.58% | -0.03% | +71.96% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.58% | +0.16% | -0.73% | |
| 50 | MET | Metlife Inc | 股票-金融 | 0.55% | +0.04% | -0.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | +0.3% | -0.79% | 减仓 |
| 2 | AFL | Aflac Inc | +0.3% | -1.19% | 减仓 |
| 3 | PFF | Ishares Preferred & Income S | +0.2% | +71.96% | 加仓 |
| 4 | NEE | Nextera Energy Inc | +0.2% | -0.59% | 减仓 |
| 5 | WMT | Walmart Inc | +0.2% | -1.10% | 减仓 |
| 6 | MCD | Mcdonald's CORP | +0.2% | -0.52% | 减仓 |
| 7 | RTX | Rtx CORP | +0.1% | -0.38% | 减仓 |
| 8 | BLKCHF | Blackrock Inc | +0.1% | -0.73% | 减仓 |
| 9 | WEC | Wec Energy Group Inc | +0.1% | -0.57% | 减仓 |
| 10 | ADP | Automatic Data Processing | +0.1% | -0.75% | 减仓 |
| 11 | ACN | Accenture plc | +0.1% | +0.26% | 加仓 |
| 12 | HD | Home Depot Inc | +0.1% | -0.34% | 减仓 |
| 13 | SONY | Sony Group CORP - Sp Adr | +0.1% | NEW | 新建仓 |
| 14 | THC | Tenet Healthcare CORP | +0.1% | NEW | 新建仓 |
| 15 | AXP | American Express Co | +0.1% | NEW | 新建仓 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 17 | AOS | Smith (a.o.) CORP | +0.1% | NEW | 新建仓 |
| 18 | TRV | Travelers Cos Inc/the | +0.1% | NEW | 新建仓 |
| 19 | O | Realty Income CORP | +0.1% | NEW | 新建仓 |
| 20 | NSC | Norfolk Southern CORP | +0.1% | -0.75% | 减仓 |
| 21 | ES | Eversource Energy | +0.1% | -0.42% | 减仓 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +1.34% | 加仓 |
| 23 | APD | Air Products & Chemicals Inc | +0.1% | -0.51% | 减仓 |
| 24 | CLX | Clorox Company | +0.1% | -0.56% | 减仓 |
| 25 | NKE | Nike Inc -cl B | +0.1% | +2.11% | 加仓 |
| 26 | TSLA | Tesla Inc | +0.1% | -0.08% | 减仓 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +30.44% | 加仓 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +0.65% | 加仓 |
| 29 | UNH | Unitedhealth Group Inc | +0.1% | -0.57% | 减仓 |
| 30 | PAYX | Paychex Inc | 0% | -0.79% | 减仓 |
| 31 | FDS | Factset Research Systems Inc | 0% | +0.16% | 加仓 |
| 32 | AMT | American Tower CORP | 0% | -0.79% | 减仓 |
| 33 | CB | Chubb Limited | 0% | -1.05% | 减仓 |
| 34 | MET | Metlife Inc | 0% | -0.09% | 减仓 |
| 35 | T | At&t Inc | 0% | +2.03% | 加仓 |
| 36 | DY | Dycom Industries Inc | 0% | +4.41% | 加仓 |
| 37 | DGX | Quest Diagnostics Inc | 0% | -0.02% | 减仓 |
| 38 | ITW | Illinois Tool Works | 0% | -0.60% | 减仓 |
| 39 | JEPI | Jpmorgan Equity Premium Inco | 0% | +7.61% | 加仓 |
| 40 | AAPL | Apple Inc | 0% | -1.03% | 减仓 |
| 41 | ABT | Abbott Laboratories | 0% | -0.62% | 减仓 |
| 42 | MDT | Medtronic plc | 0% | -4.26% | 减仓 |
| 43 | LIN | Linde plc | 0% | -0.91% | 减仓 |
| 44 | BDX | Becton Dickinson And Co | -0.1% | +1.91% | 加仓 |
| 45 | LHX | L3harris Technologies Inc | -0.1% | -0.74% | 减仓 |
| 46 | TGTX | Tg Therapeutics Inc | -0.1% | EXIT | 清仓 |
| 47 | FIVE | Five Below | -0.1% | -33.13% | 减仓 |
| 48 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 49 | PSX | Phillips 66 | -0.2% | -0.87% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.7% | +0.89% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Somerset Trust Co 在 Q3 2024 季度的美股持仓总市值约为 US$3.5亿，共申报了 155 个公开持股仓位。
在 Q3 2024 季度，Somerset Trust Co 按市值排列的前三大核心持股分别为：MSFT (5.2%)、AAPL (4.8%)、LOW (2.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.2% 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
SONY
市值: US$21.6万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$25.0万
在 Q3 2024 季度中，Somerset Trust Co 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 12 个仓位、减仓 29 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SONY。 本季清仓仓位包含 LRCXEUR。
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。