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: 0001308685
申报总市值
US$12.8亿
US$12.8亿
46 檔
25.3%
在 Q1 2024 的 13F 官方备案中，Stack Financial Management, Inc 管理的美股投资组合规模来到 US$12.8亿，整体持股档数为 46 档。
Stack Financial Management, Inc 在 Q1 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 19 档持股的同时，亦同步清仓 2 档并减仓 21 档标的。
在资产配置集中度方面，Stack Financial Management, Inc 的前 5 大核心持股（包含 MSFT, WMT, IJR 等）合计占整体申报市值的 25.3%，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 | 9.40% | +0.43% | -0.63% | |
| 2 | WMT | Walmart Inc | 股票-非周期性消费 | 6.08% | -0.24% | +198.16% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.86% | — | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.83% | +0.46% | -0.21% | |
| 5 | PWR | Quanta Services Inc | 股票-工业 | 4.57% | -0.03% | +0.27% | |
| 6 | ACN | Accenture plc | 股票-科技 | 4.45% | +0.77% | NEW | |
| 7 | CVX | Chevron CORP | 股票-能源 | 4.11% | -0.67% | +31.22% | |
| 8 | PSX | Phillips 66 | 股票-能源 | 3.39% | -0.08% | +0.16% | |
| 9 | LHX | L3harris Technologies Inc | 股票-工业 | 2.94% | -0.36% | — | |
| 10 | WM | Waste Management Inc | 股票-工业 | 2.93% | +0.06% | -0.26% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.67% | +0.28% | -1.33% | |
| 12 | CI | THE Cigna Group | 股票-医疗保健 | 2.48% | +0.14% | +0.19% | |
| 13 | SYK | Stryker CORP | 股票-医疗保健 | 2.46% | +0.01% | -0.23% | |
| 14 | EOG | Eog Resources Inc | 股票-能源 | 2.39% | -0.14% | +39.06% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.32% | — | +0.26% | |
| 16 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.25% | +0.08% | +0.31% | |
| 17 | COP | Conocophillips | 股票-能源 | 2.17% | -0.30% | -0.49% | |
| 18 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.11% | -0.96% | +0.86% | |
| 19 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 2.11% | — | +0.23% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.96% | -0.13% | -1.35% | |
| 21 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 1.94% | +0.19% | +0.31% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.91% | -0.10% | +0.34% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.87% | +0.27% | -0.78% | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 1.79% | +0.07% | +0.71% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事业 | 1.76% | +0.07% | -0.69% | |
| 26 | EMR | Emerson Electric Co | 股票-工业 | 1.65% | +0.23% | +2.27% | |
| 27 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.59% | -0.21% | +0.08% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.56% | +0.24% | +0.11% | |
| 29 | AEP | American Electric Power | 股票-公用事业 | 1.53% | +0.30% | +17.57% | |
| 30 | ✓ | Laboratory Corp. of America | 股票-其他 | 1.52% | — | -0.10% | |
| 31 | MDT | Medtronic plc | 股票-医疗保健 | 1.46% | -0.02% | -0.76% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.42% | +0.10% | -0.88% | |
| 33 | DOV | Dover CORP | 股票-工业 | 1.36% | +0.20% | -0.92% | |
| 34 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.26% | — | -0.81% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.20% | — | -1.03% | |
| 36 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.17% | — | — | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 1.13% | +0.19% | — | |
| 38 | AEE | Ameren Corporation | 股票-公用事业 | 1.07% | +0.14% | -0.52% | |
| 39 | NEM | Newmont CORP | 股票-原材料 | 0.99% | -0.52% | EXIT | |
| 40 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.93% | — | +0.06% | |
| 41 | VLTO | Veralto CORP | 股票-工业 | 0.21% | — | +0.36% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.08% | -0.04% | -0.95% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.07% | +0.01% | -5.59% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.03% | — | — | |
| 45 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.03% | — | -29.45% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.02% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +4.9% | NEW | 新建仓 |
| 2 | LHX | L3harris Technologies Inc | +2.9% | NEW | 新建仓 |
| 3 | KHC | Kraft Heinz Co/the | +1.2% | NEW | 新建仓 |
| 4 | UNP | Union Pacific CORP | +1.1% | NEW | 新建仓 |
| 5 | CVX | Chevron CORP | +0.5% | +31.22% | 加仓 |
| 6 | EOG | Eog Resources Inc | +0.4% | +39.06% | 加仓 |
| 7 | XLV | Ss Health Care Select Sector | 0% | NEW | 新建仓 |
| 8 | AEP | American Electric Power | 0% | +17.57% | 加仓 |
| 9 | XLE | Ss Energy Select Sector | 0% | NEW | 新建仓 |
| 10 | PSX | Phillips 66 | — | +0.16% | 加仓 |
| 11 | XLI | Ss Industrial Select Sector | 0% | -29.45% | 减仓 |
| 12 | AAPL | Apple Inc | 0% | EXIT | 清仓 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -5.59% | 减仓 |
| 14 | GDX | Vaneck Gold Miners ETF | 0% | -0.95% | 减仓 |
| 15 | CI | THE Cigna Group | 0% | +0.19% | 加仓 |
| 16 | VLTO | Veralto CORP | 0% | +0.36% | 加仓 |
| 17 | EMR | Emerson Electric Co | -0.1% | +2.27% | 加仓 |
| 18 | MRK | Merck & Co. Inc. | -0.1% | -1.33% | 减仓 |
| 19 | SYK | Stryker CORP | -0.1% | -0.23% | 减仓 |
| 20 | PWR | Quanta Services Inc | -0.1% | +0.27% | 加仓 |
| 21 | DOV | Dover CORP | -0.1% | -0.92% | 减仓 |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | EXIT | 清仓 |
| 23 | WM | Waste Management Inc | -0.1% | -0.26% | 减仓 |
| 24 | GPC | Genuine Parts Co | -0.1% | -0.81% | 减仓 |
| 25 | PG | Procter & Gamble Co/the | -0.2% | -0.88% | 减仓 |
| 26 | CVS | Cvs Health CORP | -0.2% | +0.06% | 加仓 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.21% | 减仓 |
| 28 | AEE | Ameren Corporation | -0.2% | -0.52% | 减仓 |
| 29 | DHR | Danaher CORP | -0.2% | +0.71% | 加仓 |
| 30 | MDT | Medtronic plc | -0.3% | -0.76% | 减仓 |
| 31 | AEM | Agnico Eagle Mines LTD | -0.3% | +0.86% | 加仓 |
| 32 | IQV | Iqvia Holdings Inc | -0.3% | +0.23% | 加仓 |
| 33 | COP | Conocophillips | -0.3% | -0.49% | 减仓 |
| 34 | CMCSA | Comcast Corp-class A | -0.3% | -1.03% | 减仓 |
| 35 | JNJ | Johnson & Johnson | -0.3% | +0.11% | 加仓 |
| 36 | PEP | Pepsico Inc | -0.4% | +0.34% | 加仓 |
| 37 | KO | Coca-cola Co/the | -0.4% | -0.78% | 减仓 |
| 38 | NEM | Newmont CORP | -0.4% | -0.73% | 减仓 |
| 39 | ✓ | Laboratory Corp. of America | -0.4% | -0.10% | 减仓 |
| 40 | DUK | Duke Energy CORP | -0.4% | -0.69% | 减仓 |
| 41 | CNP | Centerpoint Energy Inc | -0.5% | +0.31% | 加仓 |
| 42 | WPM | Wheaton Precious Metals CORP | -0.5% | +0.08% | 加仓 |
| 43 | LMT | Lockheed Martin CORP | -0.5% | -1.35% | 减仓 |
| 44 | WMT | Walmart Inc | -0.5% | +198.16% | 加仓 |
| 45 | MDLZ | Mondelez International Inc-a | -0.6% | +0.31% | 加仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.7% | +0.26% | 加仓 |
| 47 | MSFT | Microsoft CORP | -1% | -0.63% | 减仓 |
| 48 | ACN | Accenture plc | -1.1% | -0.96% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Stack Financial Management, Inc 在 Q1 2024 季度的美股持仓总市值约为 US$12.8亿，共申报了 46 个公开持股仓位。
在 Q1 2024 季度，Stack Financial Management, Inc 按市值排列的前三大核心持股分别为：MSFT (9.4%)、WMT (6.1%)、IJR (4.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.4% 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
IJR
市值: US$5294.1万
本季最大获利了结 / 清仓标的
XLU
前期市值: US$91.3万
在 Q1 2024 季度中，Stack Financial Management, Inc 共进行了 48 项持仓异动，包含新建仓 6 个仓位、加仓 19 个仓位、减仓 21 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 IJR。 本季清仓仓位包含 XLU。
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。