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: 0001597099
申报总市值
US$3.5亿
US$3.5亿
156 檔
14.1%
根据最新整理的 13F 季度数据集，Somerset Trust Co 于 Q4 2024 结束时的管理资产规模为 US$3.5亿。该机构在本季度申报了 156 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Somerset Trust Co 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 23 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
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, JPM 等）合计占整体申报市值的 14.1%，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
BLK
市值: US$449.4万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$401.1万
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 5.19% | -0.09% | +1.76% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.09% | +0.20% | -2.08% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.20% | +0.08% | -3.13% | |
| 4 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.75% | -0.30% | +1.95% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 2.58% | -0.42% | +1.75% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.41% | +1.08% | +1.47% | |
| 7 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.30% | -0.33% | +3.14% | |
| 8 | AFL | Aflac Inc | 股票-金融 | 2.13% | -0.03% | -1.20% | |
| 9 | FDN | First Trust Dj Internet Ind | ETF-其他 | 2.13% | +0.06% | -4.34% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 2.11% | +0.04% | +1.46% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 2.10% | +0.32% | +1.46% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.06% | -0.22% | -4.68% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.05% | -0.11% | +3.76% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.91% | -0.35% | +2.10% | |
| 15 | AMGN | Amgen Inc | 股票-医疗保健 | 1.88% | -0.09% | +3.35% | |
| 16 | ITW | Illinois Tool Works | 股票-工业 | 1.84% | -0.06% | +2.45% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.79% | -0.25% | +3.76% | |
| 18 | LIN | Linde plc | 股票-原材料 | 1.77% | -0.06% | +1.12% | |
| 19 | PAYX | Paychex Inc | 股票-科技 | 1.71% | -0.01% | +1.69% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.71% | -0.36% | +1.90% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.69% | -0.11% | — | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.57% | -0.20% | +3.73% | |
| 23 | FDS | Factset Research Systems Inc | 股票-金融 | 1.52% | -0.60% | EXIT | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.48% | -0.06% | +1.12% | |
| 25 | NSC | Norfolk Southern CORP | 股票-工业 | 1.48% | +0.03% | +2.64% | |
| 26 | GD | General Dynamics CORP | 股票-工业 | 1.44% | -0.04% | +2.50% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工业 | 1.43% | -0.47% | +4.53% | |
| 28 | MDT | Medtronic plc | 股票-医疗保健 | 1.36% | -0.22% | -1.04% | |
| 29 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.33% | -0.07% | +3.08% | |
| 30 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.32% | -0.09% | +4.75% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.27% | -0.05% | +3.83% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.25% | — | +4.95% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 1.22% | -0.01% | -1.78% | |
| 34 | EMR | Emerson Electric Co | 股票-工业 | 1.22% | +0.01% | +1.73% | |
| 35 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.21% | -0.08% | +4.86% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.14% | -0.20% | +4.48% | |
| 37 | TGT | Target CORP | 股票-周期性消费 | 0.88% | — | +3.51% | |
| 38 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.87% | -0.09% | -0.51% | |
| 39 | CLX | Clorox Company | 股票-非周期性消费 | 0.87% | -0.07% | +5.36% | |
| 40 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.85% | — | +3.60% | |
| 41 | PSX | Phillips 66 | 股票-能源 | 0.85% | -0.17% | +3.19% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.85% | -0.12% | +7.75% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.80% | -0.26% | +2.58% | |
| 44 | ES | Eversource Energy | 股票-公用事业 | 0.76% | -0.03% | +4.99% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.16% | +3.37% | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.73% | +0.01% | -0.40% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.63% | -0.06% | +6.45% | |
| 48 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.61% | -0.13% | +5.71% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.60% | -0.03% | +7.88% | |
| 50 | MET | Metlife Inc | 股票-金融 | 0.55% | +0.04% | -0.30% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.7% | NEW | 新建仓 |
| 2 | WMT | Walmart Inc | +0.3% | +1.75% | 加仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | -3.13% | 减仓 |
| 4 | CSCO | Cisco Systems Inc | +0.3% | +1.47% | 加仓 |
| 5 | AAPL | Apple Inc | +0.3% | -2.08% | 减仓 |
| 6 | TSLA | Tesla Inc | +0.2% | -0.06% | 减仓 |
| 7 | FDN | First Trust Dj Internet Ind | +0.2% | -4.34% | 减仓 |
| 8 | EMR | Emerson Electric Co | +0.2% | +1.73% | 加仓 |
| 9 | MS | Morgan Stanley | +0.2% | +3.37% | 加仓 |
| 10 | ADP | Automatic Data Processing | +0.2% | +1.46% | 加仓 |
| 11 | EQT | Eqt CORP | +0.1% | NEW | 新建仓 |
| 12 | SHOP | Shopify Inc - Class A | +0.1% | NEW | 新建仓 |
| 13 | COF | Capital One Financial CORP | +0.1% | -0.40% | 减仓 |
| 14 | CRM | Salesforce Inc | +0.1% | NEW | 新建仓 |
| 15 | PAYX | Paychex Inc | +0.1% | +1.69% | 加仓 |
| 16 | FDS | Factset Research Systems Inc | +0.1% | +2.26% | 加仓 |
| 17 | MO | Altria Group Inc | +0.1% | NEW | 新建仓 |
| 18 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 19 | SJM | Jm Smucker Co/the | +0.1% | NEW | 新建仓 |
| 20 | BRBR | Bellring Brands Inc | +0.1% | NEW | 新建仓 |
| 21 | APPF | Appfolio Inc - A | +0.1% | NEW | 新建仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.17% | 加仓 |
| 23 | HD | Home Depot Inc | -0.1% | -1.78% | 减仓 |
| 24 | AMT | American Tower CORP | -0.1% | +5.65% | 加仓 |
| 25 | CL | Colgate-palmolive Co | -0.1% | +3.60% | 加仓 |
| 26 | POST | Post Holdings Inc | -0.1% | EXIT | 清仓 |
| 27 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | EXIT | 清仓 |
| 28 | PEP | Pepsico Inc | -0.1% | +4.48% | 加仓 |
| 29 | THC | Tenet Healthcare CORP | -0.1% | EXIT | 清仓 |
| 30 | IBM | Intl Business Machines CORP | -0.1% | EXIT | 清仓 |
| 31 | AOS | Smith (a.o.) CORP | -0.1% | EXIT | 清仓 |
| 32 | O | Realty Income CORP | -0.1% | EXIT | 清仓 |
| 33 | PSX | Phillips 66 | -0.1% | +3.19% | 加仓 |
| 34 | HSY | Hershey Co/the | -0.1% | -23.49% | 减仓 |
| 35 | TGT | Target CORP | -0.1% | +3.51% | 加仓 |
| 36 | ES | Eversource Energy | -0.1% | +4.99% | 加仓 |
| 37 | LHX | L3harris Technologies Inc | -0.1% | +4.53% | 加仓 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | +4.95% | 加仓 |
| 39 | ADI | Analog Devices Inc | -0.1% | +1.46% | 加仓 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -48.92% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | +3.76% | 加仓 |
| 42 | GD | General Dynamics CORP | -0.2% | +2.50% | 加仓 |
| 43 | MDT | Medtronic plc | -0.2% | -1.04% | 减仓 |
| 44 | LOW | Lowe's Cos Inc | -0.2% | +1.95% | 加仓 |
| 45 | AFL | Aflac Inc | -0.2% | -1.20% | 减仓 |
| 46 | PFE | Pfizer Inc | -0.2% | -43.36% | 减仓 |
| 47 | LIN | Linde plc | -0.2% | +1.12% | 加仓 |
| 48 | NEE | Nextera Energy Inc | -0.3% | +3.14% | 加仓 |
| 49 | AMGN | Amgen Inc | -0.4% | +3.35% | 加仓 |
| 50 | BLKCHF | Blackrock Inc | -1.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Somerset Trust Co 在 Q4 2024 季度的美股持仓总市值约为 US$3.5亿，共申报了 156 个公开持股仓位。
在 Q4 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 (5.1%)、JPM (3.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.2% 的权重。
在 Q4 2024 季度中，Somerset Trust Co 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 23 个仓位、减仓 11 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 BLK。 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。
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。
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。