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: 0001705399
申报总市值
US$6.5亿
US$6.5亿
126 檔
16.9%
Q4 2024 季度申报显示，Stamos Capital Partners, L.P. 披露的美股组合总市值为 US$6.5亿，涵盖 126 个不同之权益投资仓位。
在 Q4 2024，Stamos Capital Partners, L.P. 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 80 个既有持股进行加仓（合计增持 87 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Stamos Capital Partners, L.P. 的前 5 大核心持股（包含 AGG, BP, SHEL 等）合计占整体申报市值的 16.9%，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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 13.99% | -11.09% | -10.05% | |
| 2 | BP | Bp Plc-spons Adr | 股票-能源 | 2.99% | +0.31% | +7.86% | |
| 3 | SHEL | Shell Plc-adr | 股票-能源 | 2.98% | +0.39% | +20.71% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.97% | +0.39% | +20.49% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.96% | +0.46% | +0.58% | |
| 6 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.89% | +0.34% | +31.32% | |
| 7 | PFE | Pfizer Inc | 股票-医疗保健 | 2.88% | -0.10% | +37.67% | |
| 8 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 2.34% | +0.07% | +42.29% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.88% | -0.12% | +89.16% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.88% | +0.09% | +23.56% | |
| 11 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.65% | +0.12% | +6.02% | |
| 12 | T | At&t Inc | 股票-通信服务 | 1.59% | — | -9.23% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.58% | +0.08% | -10.99% | |
| 14 | BA | Boeing Co/the | 股票-工业 | 1.34% | +0.05% | -7.06% | |
| 15 | F | Ford Motor Co | 股票-周期性消费 | 1.29% | -0.10% | -13.79% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.18% | +0.11% | -28.71% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.18% | +0.02% | +17.20% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.17% | +0.05% | +49.58% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | +0.15% | +47.55% | |
| 20 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 1.16% | +0.73% | -31.46% | |
| 21 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.12% | +0.04% | -11.47% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.11% | +0.18% | +4.88% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.05% | +0.16% | -15.89% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 1.04% | +0.25% | +72.64% | |
| 25 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.01% | -0.02% | +10.31% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | +0.09% | -34.88% | |
| 27 | BCS | Barclays Plc-spons Adr | 股票-金融 | 1.00% | +0.08% | -34.64% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.00% | +0.08% | -31.31% | |
| 29 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.00% | +0.20% | -8.29% | |
| 30 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.95% | -0.04% | +275.99% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.95% | -0.02% | -41.39% | |
| 32 | CME | Cme Group Inc | 股票-金融 | 0.94% | +0.14% | +63.65% | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.88% | +0.11% | — | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.83% | — | +51.20% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.29% | +54.02% | |
| 36 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.82% | +0.13% | +51.96% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.71% | +0.11% | +39.16% | |
| 38 | GIS | General Mills Inc | 股票-非周期性消费 | 0.71% | +0.16% | +42.05% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.70% | +0.05% | +51.04% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.66% | +0.08% | — | |
| 41 | CAT | Caterpillar Inc | 股票-工业 | 0.65% | +0.02% | +6.73% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.65% | +0.01% | +22.44% | |
| 43 | ALB | Albemarle CORP | 股票-原材料 | 0.64% | — | -14.75% | |
| 44 | ENB | Enbridge Inc | 股票-能源 | 0.60% | -0.05% | -3.18% | |
| 45 | MFC | Manulife Financial CORP | 股票-金融 | 0.59% | -0.01% | -5.13% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | +0.27% | +1.98% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.59% | -0.19% | +9.09% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.58% | -0.13% | -31.70% | |
| 49 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.54% | +0.07% | +0.17% | |
| 50 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.53% | -0.02% | +117.96% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.9% | NEW | 新建仓 |
| 2 | NEE | Nextera Energy Inc | +0.7% | +89.16% | 加仓 |
| 3 | SLB | Slb LTD | +0.7% | NEW | 新建仓 |
| 4 | CNI | Canadian Natl Railway Co | +0.7% | +275.99% | 加仓 |
| 5 | PFE | Pfizer Inc | +0.6% | +37.67% | 加仓 |
| 6 | CME | Cme Group Inc | +0.4% | +63.65% | 加仓 |
| 7 | SHEL | Shell Plc-adr | +0.4% | +20.71% | 加仓 |
| 8 | MRK | Merck & Co. Inc. | +0.4% | +31.32% | 加仓 |
| 9 | V | Visa Inc-class A Shares | +0.4% | +54.02% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.4% | +47.55% | 加仓 |
| 11 | GSK | Gsk Plc-spon Adr | +0.4% | +42.29% | 加仓 |
| 12 | IQV | Iqvia Holdings Inc | +0.4% | NEW | 新建仓 |
| 13 | KMI | Kinder Morgan, Inc. | +0.3% | NEW | 新建仓 |
| 14 | PAVE | Global X US Infrastructure | +0.3% | +256.66% | 加仓 |
| 15 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +730.77% | 加仓 |
| 16 | FINX | Global X Fintech ETF | +0.3% | NEW | 新建仓 |
| 17 | XOM | Exxon Mobil CORP | +0.3% | +20.49% | 加仓 |
| 18 | MLPX | Global X Mlp & Energy Infras | +0.3% | +90.29% | 加仓 |
| 19 | AMLP | Alerian Mlp ETF | +0.3% | +105.37% | 加仓 |
| 20 | CP | Canadian Pacific Kansas City | +0.2% | +117.96% | 加仓 |
| 21 | SPG | Simon Property Group Inc | +0.2% | +97.65% | 加仓 |
| 22 | GLD | Spdr Gold Shares | +0.2% | NEW | 新建仓 |
| 23 | ASML | ASML Holding N.V. | +0.2% | +49.58% | 加仓 |
| 24 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +51.96% | 加仓 |
| 25 | AMD | Advanced Micro Devices | +0.2% | +72.64% | 加仓 |
| 26 | BN | Brookfield CORP | +0.2% | +52.75% | 加仓 |
| 27 | DHI | Dr Horton Inc | +0.2% | +181.68% | 加仓 |
| 28 | LEN | Lennar Corp-a | +0.2% | +182.82% | 加仓 |
| 29 | USRT | Ishares Core US Reit ETF | +0.2% | +73.89% | 加仓 |
| 30 | IYR | Ishares US Real Estate ETF | +0.2% | +76.06% | 加仓 |
| 31 | JNJ | Johnson & Johnson | +0.2% | +23.56% | 加仓 |
| 32 | TOL | Toll Brothers Inc | +0.2% | +140.00% | 加仓 |
| 33 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +51.20% | 加仓 |
| 34 | GIS | General Mills Inc | +0.1% | +42.05% | 加仓 |
| 35 | GDX | Vaneck Gold Miners ETF | +0.1% | +85.34% | 加仓 |
| 36 | MDLZ | Mondelez International Inc-a | +0.1% | +51.04% | 加仓 |
| 37 | KO | Coca-cola Co/the | +0.1% | +39.16% | 加仓 |
| 38 | MCO | Moody's CORP | +0.1% | +207.69% | 加仓 |
| 39 | UBER | Uber Technologies Inc | +0.1% | +67.09% | 加仓 |
| 40 | CB | Chubb Limited | +0.1% | NEW | 新建仓 |
| 41 | ICE | Intercontinental Exchange In | +0.1% | +222.44% | 加仓 |
| 42 | SPGI | S&p Global Inc | +0.1% | +202.00% | 加仓 |
| 43 | ETN | Eaton Corporation plc | +0.1% | +179.27% | 加仓 |
| 44 | LLY | Eli Lilly & Co | +0.1% | +70.18% | 加仓 |
| 45 | AMGN | Amgen Inc | +0.1% | +69.52% | 加仓 |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +54.00% | 加仓 |
| 47 | UBS | UBS Group AG | +0.1% | +37.30% | 加仓 |
| 48 | HDB | Hdfc Bank Ltd-adr | +0.1% | +30.73% | 加仓 |
| 49 | XME | Ss Spdr S&p Metals Mining | +0.1% | +92.01% | 加仓 |
| 50 | XLE | Ss Energy Select Sector | +0.1% | +38.30% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stamos Capital Partners, L.P. 在 Q4 2024 季度的美股持仓总市值约为 US$6.5亿，共申报了 126 个公开持股仓位。
在 Q4 2024 季度，Stamos Capital Partners, L.P. 按市值排列的前三大核心持股分别为：AGG (14.0%)、BP (3.0%)、SHEL (3.0%)。其中最大持股仓位 AGG 占据整体投资组合约 14.0% 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
BLK
市值: US$373.1万
本季最大获利了结 / 清仓标的
WBA
前期市值: US$738.4万
在 Q4 2024 季度中，Stamos Capital Partners, L.P. 共进行了 133 项持仓异动，包含新建仓 7 个仓位、加仓 80 个仓位、减仓 38 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 WBA。
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。