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
50 檔
28.4%
在 Q4 2024 申报期间，Stack Financial Management, Inc（CIK: 0001308685）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$12.8亿，共持有 50 个公开申报仓位。
在 Q4 2024，Stack Financial Management, Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 35 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，Stack Financial Management, Inc 的前 5 大核心持股（包含 MSFT, WMT, PWR 等）合计占整体申报市值的 28.4%，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 | 9.31% | +0.43% | -0.73% | |
| 2 | WMT | Walmart Inc | 股票-非周期性消费 | 8.95% | -0.24% | -1.45% | |
| 3 | PWR | Quanta Services Inc | 股票-工业 | 5.36% | -0.03% | -1.64% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.10% | +0.46% | -1.06% | |
| 5 | ACN | Accenture plc | 股票-科技 | 4.51% | +0.77% | NEW | |
| 6 | CVX | Chevron CORP | 股票-能源 | 3.74% | -0.67% | -0.61% | |
| 7 | LHX | L3harris Technologies Inc | 股票-工业 | 2.86% | -0.36% | -0.97% | |
| 8 | WM | Waste Management Inc | 股票-工业 | 2.74% | +0.06% | -0.47% | |
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.70% | -0.96% | -1.37% | |
| 10 | AEP | American Electric Power | 股票-公用事业 | 2.53% | +0.30% | +56.74% | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 2.46% | +0.01% | -0.67% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.37% | — | -0.45% | |
| 13 | PSX | Phillips 66 | 股票-能源 | 2.35% | -0.08% | -0.53% | |
| 14 | EOG | Eog Resources Inc | 股票-能源 | 2.31% | -0.14% | -0.60% | |
| 15 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 2.15% | +0.19% | -0.90% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 2.09% | -0.13% | -0.33% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.05% | +0.28% | +0.47% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 1.95% | +0.07% | -0.80% | |
| 19 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.95% | -0.19% | — | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.91% | +0.27% | -0.20% | |
| 21 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.90% | +0.08% | -1.17% | |
| 22 | CI | THE Cigna Group | 股票-医疗保健 | 1.89% | +0.14% | -0.40% | |
| 23 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.87% | -0.21% | -0.93% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 1.83% | +0.23% | -0.30% | |
| 25 | COP | Conocophillips | 股票-能源 | 1.70% | -0.30% | -0.99% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.69% | -0.10% | +0.14% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 1.64% | +0.07% | -0.73% | |
| 28 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.60% | — | -2.41% | |
| 29 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.58% | +0.16% | -0.84% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.51% | +0.10% | +0.99% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.50% | +0.24% | +0.46% | |
| 32 | DOV | Dover CORP | 股票-工业 | 1.43% | +0.20% | -0.67% | |
| 33 | MDT | Medtronic plc | 股票-医疗保健 | 1.34% | -0.02% | -1.30% | |
| 34 | AEE | Ameren Corporation | 股票-公用事业 | 1.31% | +0.14% | -0.49% | |
| 35 | DTE | Dte Energy Company | 股票-公用事业 | 1.27% | +0.16% | -0.18% | |
| 36 | CAH | Cardinal Health Inc | 股票-医疗保健 | 1.17% | +0.35% | — | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 1.06% | +0.19% | -0.95% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.06% | — | -0.37% | |
| 39 | NEM | Newmont CORP | 股票-原材料 | 1.03% | -0.52% | EXIT | |
| 40 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.98% | — | -2.28% | |
| 41 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.95% | — | -2.26% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.09% | +0.01% | +4.19% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.07% | -0.04% | +0.14% | |
| 44 | AAPL | Apple Inc | 股票-科技 | 0.05% | +0.02% | -3.81% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.03% | — | — | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.02% | — | +0.94% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.02% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.02% | — | +2.78% | |
| 49 | ITW | Illinois Tool Works | 股票-工业 | 0.02% | — | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.02% | — | +6.28% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CBOE | Cboe Global Markets Inc | +2% | NEW | 新建仓 |
| 2 | CAH | Cardinal Health Inc | +1.2% | NEW | 新建仓 |
| 3 | WMT | Walmart Inc | +1% | -1.45% | 减仓 |
| 4 | AEP | American Electric Power | +0.8% | +56.74% | 加仓 |
| 5 | PWR | Quanta Services Inc | +0.3% | -1.64% | 减仓 |
| 6 | EMR | Emerson Electric Co | +0.2% | -0.30% | 减仓 |
| 7 | CNP | Centerpoint Energy Inc | +0.2% | -0.90% | 减仓 |
| 8 | LH | Labcorp Holdings Inc | +0.1% | -0.84% | 减仓 |
| 9 | AEE | Ameren Corporation | 0% | -0.49% | 减仓 |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | NEW | 新建仓 |
| 11 | ACN | Accenture plc | 0% | -0.96% | 减仓 |
| 12 | SYK | Stryker CORP | 0% | -0.67% | 减仓 |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | NEW | 新建仓 |
| 14 | EOG | Eog Resources Inc | 0% | -0.60% | 减仓 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.19% | 加仓 |
| 16 | AAPL | Apple Inc | 0% | -3.81% | 减仓 |
| 17 | PG | Procter & Gamble Co/the | — | +0.99% | 加仓 |
| 18 | JPM | Jpmorgan Chase & Co | — | +2.78% | 加仓 |
| 19 | XLV | Ss Health Care Select Sector | — | +6.28% | 加仓 |
| 20 | DOV | Dover CORP | 0% | -0.67% | 减仓 |
| 21 | GDX | Vaneck Gold Miners ETF | 0% | +0.14% | 加仓 |
| 22 | CVX | Chevron CORP | 0% | -0.61% | 减仓 |
| 23 | XLE | Ss Energy Select Sector | 0% | EXIT | 清仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.06% | 减仓 |
| 25 | WM | Waste Management Inc | 0% | -0.47% | 减仓 |
| 26 | DTE | Dte Energy Company | -0.1% | -0.18% | 减仓 |
| 27 | AEM | Agnico Eagle Mines LTD | -0.1% | -1.37% | 减仓 |
| 28 | UNP | Union Pacific CORP | -0.1% | -0.95% | 减仓 |
| 29 | MSFT | Microsoft CORP | -0.1% | -0.73% | 减仓 |
| 30 | COP | Conocophillips | -0.1% | -0.99% | 减仓 |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -0.37% | 减仓 |
| 32 | DUK | Duke Energy CORP | -0.1% | -0.80% | 减仓 |
| 33 | WPM | Wheaton Precious Metals CORP | -0.1% | -0.93% | 减仓 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +0.46% | 加仓 |
| 35 | KHC | Kraft Heinz Co/the | -0.1% | -2.28% | 减仓 |
| 36 | PEP | Pepsico Inc | -0.2% | +0.14% | 加仓 |
| 37 | MDT | Medtronic plc | -0.2% | -1.30% | 减仓 |
| 38 | GPC | Genuine Parts Co | -0.2% | -2.26% | 减仓 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | +0.47% | 加仓 |
| 40 | KO | Coca-cola Co/the | -0.3% | -0.20% | 减仓 |
| 41 | VLTO | Veralto CORP | -0.3% | EXIT | 清仓 |
| 42 | PSX | Phillips 66 | -0.3% | -0.53% | 减仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -0.45% | 减仓 |
| 44 | DHR | Danaher CORP | -0.3% | -0.73% | 减仓 |
| 45 | IQV | Iqvia Holdings Inc | -0.3% | -2.41% | 减仓 |
| 46 | LHX | L3harris Technologies Inc | -0.4% | -0.97% | 减仓 |
| 47 | LMT | Lockheed Martin CORP | -0.4% | -0.33% | 减仓 |
| 48 | MDLZ | Mondelez International Inc-a | -0.4% | -1.17% | 减仓 |
| 49 | NEM | Newmont CORP | -0.4% | -0.81% | 减仓 |
| 50 | CI | THE Cigna Group | -0.5% | -0.40% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Stack Financial Management, Inc 在 Q4 2024 季度的美股持仓总市值约为 US$12.8亿，共申报了 50 个公开持股仓位。
在 Q4 2024 季度，Stack Financial Management, Inc 按市值排列的前三大核心持股分别为：MSFT (9.3%)、WMT (8.9%)、PWR (5.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.3% 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
CBOE
市值: US$2129.0万
本季最大获利了结 / 清仓标的
VLTO
前期市值: US$285.7万
在 Q4 2024 季度中，Stack Financial Management, Inc 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 9 个仓位、减仓 35 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CBOE。 本季清仓仓位包含 VLTO。
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。