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: 0000720672
申报总市值
US$1202.1亿
US$1202.1亿
3362 檔
8.9%
根据最新整理的 13F 季度数据集，Stifel Financial CORP 于 Q2 2024 结束时的管理资产规模为 US$1202.1亿。该机构在本季度申报了 3362 档美股持仓，呈现出该时期的主要投资地图。
Stifel Financial CORP 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 25 档持股的同时，亦同步清仓 2 档并减仓 20 档标的。
在资产配置集中度方面，Stifel Financial CORP 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 8.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 3362 只）
| # | 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 | 3.59% | -0.27% | -1.22% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.77% | +0.07% | +3.23% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.54% | +0.09% | +853.27% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.78% | +0.09% | +1.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.32% | +0.16% | -1.92% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | — | +0.05% | |
| 7 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.99% | -0.21% | +1.10% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 0.98% | -0.01% | +0.26% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 0.98% | -0.08% | +0.23% | |
| 10 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.98% | -0.05% | -0.45% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.97% | +0.07% | -1.37% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | +0.01% | -1.84% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.94% | +0.01% | -0.37% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | +0.14% | -1.28% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | -0.05% | +0.79% | |
| 16 | LIN | Linde plc | 股票-原材料 | 0.81% | -0.01% | -0.69% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.81% | +0.08% | +1.40% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.78% | +0.17% | +2.28% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.77% | -0.11% | +1.38% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.74% | +0.13% | +0.30% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | -0.07% | +1.45% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | -0.10% | -2.72% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | +0.12% | -0.44% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.15% | +1.79% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.65% | -0.18% | +0.61% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.64% | -0.11% | -0.89% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 0.63% | +0.14% | -1.49% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | -0.01% | +0.75% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.60% | -0.03% | +0.73% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.58% | — | -1.00% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | -0.07% | -8.10% | |
| 32 | WM | Waste Management Inc | 股票-工业 | 0.56% | -0.08% | -1.46% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 0.55% | — | -1.42% | |
| 34 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.55% | -0.03% | -0.99% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.17% | +1.50% | |
| 36 | APH | Amphenol Corp-cl A | 股票-科技 | 0.53% | +0.12% | +92.75% | |
| 37 | AMGN | Amgen Inc | 股票-医疗保健 | 0.51% | -0.03% | +1.99% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | +0.02% | +0.29% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.28% | -2.66% | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.50% | +0.03% | -1.99% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.50% | -0.07% | +1.24% | |
| 42 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.50% | -0.11% | -1.25% | |
| 43 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.50% | -0.04% | -0.51% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.50% | +0.04% | +0.13% | |
| 45 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.49% | +0.01% | +3.00% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.28% | +18.60% | |
| 47 | CMI | Cummins Inc | 股票-工业 | 0.47% | -0.07% | -2.35% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.47% | +0.02% | +21.80% | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.47% | -0.33% | -1.71% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | +0.07% | +7.79% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +853.27% | 加仓 |
| 2 | AAPL | Apple Inc | +0.6% | +3.23% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.92% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.1% | -1.28% | 减仓 |
| 5 | AMZN | Amazon.com Inc | +0.1% | +1.83% | 加仓 |
| 6 | LH | Labcorp Holdings Inc | +0.1% | NEW | 新建仓 |
| 7 | MSFT | Microsoft CORP | +0.1% | -1.22% | 减仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -0.44% | 减仓 |
| 9 | WMT | Walmart Inc | +0.1% | +0.23% | 加仓 |
| 10 | LLY | Eli Lilly & Co | +0.1% | +0.30% | 加仓 |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +21.80% | 加仓 |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +2.28% | 加仓 |
| 13 | LECO | Lincoln Electric Holdings | +0.1% | +953.43% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.1% | -2.72% | 减仓 |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +282.43% | 加仓 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +18.60% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +31.69% | 加仓 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.79% | 加仓 |
| 19 | APH | Amphenol Corp-cl A | +0.1% | +92.75% | 加仓 |
| 20 | TXN | Texas Instruments Inc | +0.1% | -1.49% | 减仓 |
| 21 | AMGN | Amgen Inc | +0.1% | +1.99% | 加仓 |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.75% | 加仓 |
| 23 | LDSF | First Tr Low Duration St-etf | +0.1% | NEW | 新建仓 |
| 24 | XEL | Xcel Energy Inc | +0.1% | +370.69% | 加仓 |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | -3.67% | 减仓 |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +30.91% | 加仓 |
| 27 | GEV | GE Vernova Inc | 0% | NEW | 新建仓 |
| 28 | TGT | Target CORP | -0.1% | +0.03% | 加仓 |
| 29 | UL | Unilever PLC | -0.1% | -65.83% | 减仓 |
| 30 | DIS | Walt Disney Co/the | -0.1% | -14.13% | 减仓 |
| 31 | SBUX | Starbucks CORP | -0.1% | +2.62% | 加仓 |
| 32 | UNP | Union Pacific CORP | -0.1% | -1.00% | 减仓 |
| 33 | LIN | Linde plc | -0.1% | -0.69% | 减仓 |
| 34 | PEP | Pepsico Inc | -0.1% | +1.10% | 加仓 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +1.45% | 加仓 |
| 36 | MDT | Medtronic plc | -0.1% | +1.24% | 加仓 |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | -0.1% | -59.00% | 减仓 |
| 38 | GWW | Ww Grainger Inc | -0.1% | -1.48% | 减仓 |
| 39 | ITW | Illinois Tool Works | -0.1% | -0.02% | 减仓 |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.1% | -8.10% | 减仓 |
| 41 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清仓 |
| 42 | NKE | Nike Inc -cl B | -0.1% | -0.33% | 减仓 |
| 43 | V | Visa Inc-class A Shares | -0.1% | +0.05% | 加仓 |
| 44 | MRK | Merck & Co. Inc. | -0.1% | -0.45% | 减仓 |
| 45 | CRM | Salesforce Inc | -0.1% | -9.31% | 减仓 |
| 46 | ACN | Accenture plc | -0.1% | -0.89% | 减仓 |
| 47 | HD | Home Depot Inc | -0.1% | +0.26% | 加仓 |
| 48 | BHVN | Biohaven Ltd. | -0.1% | +4.07% | 加仓 |
| 49 | ✓ | Laboratory Corp. of America | -0.2% | EXIT | 清仓 |
| 50 | INTC | Intel CORP | -0.2% | -60.99% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Stifel Financial CORP 在 Q2 2024 季度的美股持仓总市值约为 US$1202.1亿，共申报了 3362 个公开持股仓位。
在 Q2 2024 季度，Stifel Financial CORP 按市值排列的前三大核心持股分别为：MSFT (3.6%)、AAPL (2.8%)、NVDA (2.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.6% 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
LH
市值: US$1.2亿
本季最大获利了结 / 清仓标的
Laboratory Corp. of America
前期市值: US$1.3亿
在 Q2 2024 季度中，Stifel Financial CORP 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 25 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 LH。 本季清仓仓位包含 Laboratory Corp. of America。
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。