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
48 檔
27.9%
根据最新整理的 13F 季度数据集，Stack Financial Management, Inc 于 Q3 2024 结束时的管理资产规模为 US$12.8亿。该机构在本季度申报了 48 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Stack Financial Management, Inc 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 35 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
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, BRK-B 等）合计占整体申报市值的 27.9%，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 | 9.40% | +0.43% | -0.04% | |
| 2 | WMT | Walmart Inc | 股票-非周期性消费 | 7.97% | -0.24% | +0.03% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.14% | +0.46% | -0.19% | |
| 4 | PWR | Quanta Services Inc | 股票-工业 | 5.04% | -0.03% | -0.22% | |
| 5 | ACN | Accenture plc | 股票-科技 | 4.49% | +0.77% | NEW | |
| 6 | CVX | Chevron CORP | 股票-能源 | 3.76% | -0.67% | +0.36% | |
| 7 | LHX | L3harris Technologies Inc | 股票-工业 | 3.21% | -0.36% | +0.17% | |
| 8 | WM | Waste Management Inc | 股票-工业 | 2.78% | +0.06% | -0.45% | |
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.77% | -0.96% | +0.06% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.70% | — | +0.29% | |
| 11 | PSX | Phillips 66 | 股票-能源 | 2.67% | -0.08% | +0.46% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工业 | 2.48% | -0.13% | +0.98% | |
| 13 | SYK | Stryker CORP | 股票-医疗保健 | 2.44% | +0.01% | +0.31% | |
| 14 | CI | THE Cigna Group | 股票-医疗保健 | 2.34% | +0.14% | +0.77% | |
| 15 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.32% | +0.08% | +0.07% | |
| 16 | EOG | Eog Resources Inc | 股票-能源 | 2.29% | -0.14% | +1.71% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.29% | +0.28% | +1.45% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.17% | +0.27% | +0.90% | |
| 19 | DUK | Duke Energy CORP | 股票-公用事业 | 2.07% | +0.07% | +0.80% | |
| 20 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 2.01% | -0.21% | -0.16% | |
| 21 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 1.97% | +0.19% | +0.45% | |
| 22 | DHR | Danaher CORP | 股票-医疗保健 | 1.97% | +0.07% | +0.73% | |
| 23 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.94% | — | +0.34% | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.85% | -0.10% | +0.64% | |
| 25 | COP | Conocophillips | 股票-能源 | 1.79% | -0.30% | +1.89% | |
| 26 | AEP | American Electric Power | 股票-公用事业 | 1.76% | +0.30% | -0.83% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.64% | +0.24% | +2.61% | |
| 28 | EMR | Emerson Electric Co | 股票-工业 | 1.59% | +0.23% | +1.44% | |
| 29 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.52% | +0.16% | +0.53% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.51% | +0.10% | +1.56% | |
| 31 | MDT | Medtronic plc | 股票-医疗保健 | 1.50% | -0.02% | +2.03% | |
| 32 | NEM | Newmont CORP | 股票-原材料 | 1.46% | -0.52% | EXIT | |
| 33 | DOV | Dover CORP | 股票-工业 | 1.44% | +0.20% | +0.50% | |
| 34 | DTE | Dte Energy Company | 股票-公用事业 | 1.32% | +0.16% | +1.70% | |
| 35 | AEE | Ameren Corporation | 股票-公用事业 | 1.27% | +0.14% | +1.64% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.16% | — | +1.93% | |
| 37 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.14% | — | +1.91% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 1.13% | +0.19% | +1.95% | |
| 39 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.12% | — | +2.15% | |
| 40 | VLTO | Veralto CORP | 股票-工业 | 0.26% | — | +0.31% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.08% | +0.01% | +0.65% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.08% | -0.04% | -17.90% | |
| 43 | AAPL | Apple Inc | 股票-科技 | 0.04% | +0.02% | — | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.02% | — | -5.20% | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.02% | — | — | |
| 46 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.02% | — | -6.88% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.02% | — | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.02% | — | -2.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +1.1% | +0.03% | 加仓 |
| 2 | PWR | Quanta Services Inc | +0.6% | -0.22% | 减仓 |
| 3 | ACN | Accenture plc | +0.6% | +0.95% | 加仓 |
| 4 | LMT | Lockheed Martin CORP | +0.5% | +0.98% | 加仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -0.19% | 减仓 |
| 6 | AEM | Agnico Eagle Mines LTD | +0.5% | +0.06% | 加仓 |
| 7 | NEM | Newmont CORP | +0.3% | +1.06% | 加仓 |
| 8 | UNH | Unitedhealth Group Inc | +0.3% | +0.29% | 加仓 |
| 9 | DUK | Duke Energy CORP | +0.2% | +0.80% | 加仓 |
| 10 | WPM | Wheaton Precious Metals CORP | +0.2% | -0.16% | 减仓 |
| 11 | AEE | Ameren Corporation | +0.2% | +1.64% | 加仓 |
| 12 | KO | Coca-cola Co/the | +0.2% | +0.90% | 加仓 |
| 13 | MDLZ | Mondelez International Inc-a | +0.2% | +0.07% | 加仓 |
| 14 | AEP | American Electric Power | +0.2% | -0.83% | 减仓 |
| 15 | MDT | Medtronic plc | +0.2% | +2.03% | 加仓 |
| 16 | IQV | Iqvia Holdings Inc | +0.2% | +0.34% | 加仓 |
| 17 | DHR | Danaher CORP | +0.2% | +0.73% | 加仓 |
| 18 | DTE | Dte Energy Company | +0.2% | +1.70% | 加仓 |
| 19 | JNJ | Johnson & Johnson | +0.2% | +2.61% | 加仓 |
| 20 | LH | Labcorp Holdings Inc | +0.1% | +0.53% | 加仓 |
| 21 | LHX | L3harris Technologies Inc | +0.1% | +0.17% | 加仓 |
| 22 | KHC | Kraft Heinz Co/the | +0.1% | +2.15% | 加仓 |
| 23 | UNP | Union Pacific CORP | +0.1% | +1.95% | 加仓 |
| 24 | SYK | Stryker CORP | +0.1% | +0.31% | 加仓 |
| 25 | CI | THE Cigna Group | +0.1% | +0.77% | 加仓 |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | +1.93% | 加仓 |
| 27 | PG | Procter & Gamble Co/the | +0.1% | +1.56% | 加仓 |
| 28 | DOV | Dover CORP | +0.1% | +0.50% | 加仓 |
| 29 | VLTO | Veralto CORP | 0% | +0.31% | 加仓 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | NEW | 新建仓 |
| 31 | PEP | Pepsico Inc | 0% | +0.64% | 加仓 |
| 32 | GPC | Genuine Parts Co | — | +1.91% | 加仓 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.65% | 加仓 |
| 34 | AAPL | Apple Inc | — | — | 不变 |
| 35 | GDX | Vaneck Gold Miners ETF | — | -17.90% | 减仓 |
| 36 | ITW | Illinois Tool Works | — | — | 不变 |
| 37 | XLE | Ss Energy Select Sector | — | -2.63% | 减仓 |
| 38 | XLI | Ss Industrial Select Sector | — | -5.20% | 减仓 |
| 39 | XLV | Ss Health Care Select Sector | — | -6.88% | 减仓 |
| 40 | INTC | Intel CORP | 0% | EXIT | 清仓 |
| 41 | EMR | Emerson Electric Co | 0% | +1.44% | 加仓 |
| 42 | EOG | Eog Resources Inc | -0.1% | +1.71% | 加仓 |
| 43 | CNP | Centerpoint Energy Inc | -0.2% | +0.45% | 加仓 |
| 44 | COP | Conocophillips | -0.2% | +1.89% | 加仓 |
| 45 | WM | Waste Management Inc | -0.2% | -0.45% | 减仓 |
| 46 | MRK | Merck & Co. Inc. | -0.2% | +1.45% | 加仓 |
| 47 | PSX | Phillips 66 | -0.3% | +0.46% | 加仓 |
| 48 | CVX | Chevron CORP | -0.3% | +0.36% | 加仓 |
| 49 | MSFT | Microsoft CORP | -0.7% | -0.04% | 减仓 |
| 50 | IJR | Ishares Core S&p Small-cap E | -4.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Stack Financial Management, Inc 在 Q3 2024 季度的美股持仓总市值约为 US$12.8亿，共申报了 48 个公开持股仓位。
在 Q3 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 (8.0%)、BRK-B (5.1%)。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
JPM
市值: US$20.5万
本季最大获利了结 / 清仓标的
IJR
前期市值: US$5107.1万
在 Q3 2024 季度中，Stack Financial Management, Inc 共进行了 48 项持仓异动，包含新建仓 1 个仓位、加仓 35 个仓位、减仓 10 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 JPM。 本季清仓仓位包含 IJR。
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。