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: 0001731876
申报总市值
US$10.1亿
US$10.1亿
128 檔
17.6%
在 Q3 2024 申报期间，Steigerwald, Gordon & Koch Inc.（CIK: 0001731876）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$10.1亿，共持有 128 个公开申报仓位。
在 Q3 2024，Steigerwald, Gordon & Koch 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 43 个既有持股进行加仓（合计增持 44 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Steigerwald, Gordon & Koch Inc. 的前 5 大核心持股（包含 AAPL, MSFT, CACI 等）合计占整体申报市值的 17.6%，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 | AAPL | Apple Inc | 股票-科技 | 5.22% | +0.37% | +0.55% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.17% | -0.08% | +0.40% | |
| 3 | CACI | Caci International Inc -cl A | 股票-科技 | 3.47% | -0.65% | +1.12% | |
| 4 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 3.39% | +0.22% | -0.57% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.06% | +0.21% | +1.35% | |
| 6 | SYK | Stryker CORP | 股票-医疗保健 | 2.77% | -0.16% | +1.61% | |
| 7 | CARR | Carrier Global CORP | 股票-工业 | 2.72% | +0.43% | +1.48% | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.72% | -0.62% | +3.21% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 2.63% | -0.49% | +2.23% | |
| 10 | DE | Deere & Co | 股票-工业 | 2.62% | +0.20% | +1.41% | |
| 11 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.59% | -0.32% | +2.68% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 2.53% | -0.24% | +4.11% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 2.49% | +0.09% | +1.67% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.48% | +0.24% | +2.70% | |
| 15 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.46% | +0.22% | +1.93% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 2.46% | -0.04% | +2.15% | |
| 17 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.45% | +0.37% | +2.03% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 2.45% | +0.29% | +2.28% | |
| 19 | ZTS | Zoetis Inc | 股票-医疗保健 | 2.43% | -0.64% | +4.77% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 2.27% | -0.43% | +3.30% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.18% | -0.22% | +4.19% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 2.08% | -0.03% | +3.58% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.96% | -0.01% | +2.85% | |
| 24 | MCK | Mckesson CORP | 股票-医疗保健 | 1.94% | -0.53% | +6.52% | |
| 25 | VTR | Ventas Inc | 股票-房地产 | 1.93% | +0.09% | +2.36% | |
| 26 | OMC | Omnicom Group | 股票-通信服务 | 1.81% | -0.18% | +2.62% | |
| 27 | OTIS | Otis Worldwide CORP | 股票-工业 | 1.75% | -0.28% | +2.30% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.73% | +0.04% | +2.21% | |
| 29 | CE | Celanese CORP | 股票-原材料 | 1.71% | — | +2.39% | |
| 30 | SYY | Sysco CORP | 股票-非周期性消费 | 1.67% | +0.16% | +2.04% | |
| 31 | GIS | General Mills Inc | 股票-非周期性消费 | 1.61% | -0.32% | +2.29% | |
| 32 | RVTY | Revvity Inc | 股票-医疗保健 | 1.59% | +0.16% | +1.74% | |
| 33 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.58% | -0.18% | +6.16% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 1.49% | -0.08% | +7.19% | |
| 35 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.49% | -0.91% | EXIT | |
| 36 | PFE | Pfizer Inc | 股票-医疗保健 | 1.44% | -0.30% | +10.10% | |
| 37 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.40% | -0.32% | +2.81% | |
| 38 | DOW | Dow Inc | 股票-原材料 | 1.14% | -0.12% | +3.22% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.12% | -0.24% | +3.32% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | +0.12% | +0.51% | |
| 41 | T | At&t Inc | 股票-通信服务 | 0.89% | -0.40% | +3.47% | |
| 42 | BWA | Borgwarner Inc | 股票-周期性消费 | 0.71% | +0.13% | +3.78% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.66% | +0.03% | -3.11% | |
| 44 | DHR | Danaher CORP | 股票-医疗保健 | 0.50% | -0.01% | +0.29% | |
| 45 | CTVA | Corteva Inc | 股票-原材料 | 0.41% | -0.05% | -1.54% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.36% | +0.05% | +0.42% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | +0.05% | +3.26% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.30% | +0.07% | +0.42% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.30% | +0.02% | +1.12% | |
| 50 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.26% | +0.03% | +2.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CARR | Carrier Global CORP | +0.4% | +1.48% | 加仓 |
| 2 | IBM | Intl Business Machines CORP | +0.4% | +2.28% | 加仓 |
| 3 | RTX | Rtx CORP | +0.3% | +4.11% | 加仓 |
| 4 | VTR | Ventas Inc | +0.3% | +2.36% | 加仓 |
| 5 | WMT | Walmart Inc | +0.2% | +2.23% | 加仓 |
| 6 | NEE | Nextera Energy Inc | +0.2% | +4.19% | 加仓 |
| 7 | CACI | Caci International Inc -cl A | +0.2% | +1.12% | 加仓 |
| 8 | ACN | Accenture plc | +0.2% | +3.21% | 加仓 |
| 9 | CHKP | Check Point Software Technologies Ltd. | +0.2% | +2.68% | 加仓 |
| 10 | RVTY | Revvity Inc | +0.2% | +1.74% | 加仓 |
| 11 | ADP | Automatic Data Processing | +0.2% | +1.67% | 加仓 |
| 12 | ZTS | Zoetis Inc | +0.1% | +4.77% | 加仓 |
| 13 | TRV | Travelers Cos Inc/the | +0.1% | +1.93% | 加仓 |
| 14 | GIS | General Mills Inc | +0.1% | +2.29% | 加仓 |
| 15 | OMC | Omnicom Group | +0.1% | +2.62% | 加仓 |
| 16 | 6D8 | Dupont De Nemours Inc | +0.1% | +8.04% | 加仓 |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | +6.16% | 加仓 |
| 18 | KO | Coca-cola Co/the | +0.1% | +2.21% | 加仓 |
| 19 | T | At&t Inc | +0.1% | +3.47% | 加仓 |
| 20 | DE | Deere & Co | +0.1% | +1.41% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +2.85% | 加仓 |
| 22 | BWA | Borgwarner Inc | 0% | +3.78% | 加仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +18.06% | 加仓 |
| 24 | PFE | Pfizer Inc | 0% | +10.10% | 加仓 |
| 25 | IEFA | Ishares Core Msci Eafe ETF | 0% | NEW | 新建仓 |
| 26 | AAPL | Apple Inc | 0% | +0.55% | 加仓 |
| 27 | SYY | Sysco CORP | 0% | +2.04% | 加仓 |
| 28 | HD | Home Depot Inc | 0% | -0.42% | 减仓 |
| 29 | PHIN | Phinia Inc | 0% | -1.35% | 减仓 |
| 30 | DHR | Danaher CORP | — | +0.29% | 加仓 |
| 31 | IJR | Ishares Core S&p Small-cap E | — | +0.42% | 加仓 |
| 32 | OTIS | Otis Worldwide CORP | 0% | +2.30% | 加仓 |
| 33 | CTVA | Corteva Inc | 0% | -1.54% | 减仓 |
| 34 | INTC | Intel CORP | 0% | EXIT | 清仓 |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | +0.51% | 加仓 |
| 36 | DOW | Dow Inc | -0.1% | +3.22% | 加仓 |
| 37 | UPS | United Parcel Service-cl B | -0.1% | +7.19% | 加仓 |
| 38 | SYK | Stryker CORP | -0.1% | +1.61% | 加仓 |
| 39 | V | Visa Inc-class A Shares | -0.1% | +2.70% | 加仓 |
| 40 | AMGN | Amgen Inc | -0.1% | +2.15% | 加仓 |
| 41 | CE | Celanese CORP | -0.1% | +2.39% | 加仓 |
| 42 | JPM | Jpmorgan Chase & Co | -0.2% | +1.35% | 加仓 |
| 43 | TROW | T Rowe Price Group Inc | -0.2% | +2.81% | 加仓 |
| 44 | BA | Boeing Co/the | -0.2% | -3.11% | 减仓 |
| 45 | WFC | Wells Fargo & Co | -0.3% | +3.58% | 加仓 |
| 46 | ELV | Elevance Health Inc | -0.3% | +2.03% | 加仓 |
| 47 | ADBE | Adobe Inc | -0.3% | +3.30% | 加仓 |
| 48 | MCK | Mckesson CORP | -0.5% | +6.52% | 加仓 |
| 49 | DKS | Dick's Sporting Goods Inc | -0.5% | -0.57% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.6% | +0.40% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Steigerwald, Gordon & Koch Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$10.1亿，共申报了 128 个公开持股仓位。
在 Q3 2024 季度，Steigerwald, Gordon & Koch Inc. 按市值排列的前三大核心持股分别为：AAPL (5.2%)、MSFT (4.2%)、CACI (3.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
IEFA
市值: US$29.8万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$25.3万
在 Q3 2024 季度中，Steigerwald, Gordon & Koch Inc. 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 43 个仓位、减仓 5 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 IEFA。 本季清仓仓位包含 INTC。
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。