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: 0001411530
申报总市值
US$144.9亿
US$144.9亿
775 檔
12.3%
根据最新整理的 13F 季度数据集，Sumitomo Mitsui DS Asset Management Company, Ltd 于 Q3 2024 结束时的管理资产规模为 US$144.9亿。该机构在本季度申报了 775 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Sumitomo Mitsui DS Asset Management Company, Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 43 个既有持股进行加仓（合计增持 43 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sumitomo Mitsui DS Asset Management Company, Ltd 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 12.3%，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 775 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 | 5.32% | -0.50% | +3.94% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.84% | -0.06% | +4.31% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.33% | -0.20% | +1.66% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.61% | +0.15% | +4.34% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.07% | +0.25% | +1.21% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.78% | -0.28% | +3.46% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 1.70% | -0.08% | +3.20% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | -0.08% | +3.41% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.53% | +0.77% | +4.07% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.37% | +0.02% | +3.60% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | -0.04% | +1.91% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.18% | +0.03% | +3.25% | |
| 13 | CAT | Caterpillar Inc | 股票-工业 | 1.17% | +0.49% | +3.50% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.16% | +0.13% | +2.62% | |
| 15 | URTH | Ishares Msci World ETF | ETF-其他 | 1.15% | +0.15% | -5.83% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.11% | -0.01% | — | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.09% | -0.27% | -0.51% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.12% | +946.52% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.08% | -0.02% | — | |
| 20 | AMGN | Amgen Inc | 股票-医疗保健 | 0.98% | -0.12% | +4.27% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 0.98% | -0.18% | +3.81% | |
| 22 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.98% | -0.05% | +0.24% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | -0.10% | +4.16% | |
| 24 | AXP | American Express Co | 股票-金融 | 0.93% | -0.06% | +4.68% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.91% | -0.03% | +4.43% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.37% | +4.59% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | -0.13% | +3.55% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.36% | +3.44% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.07% | +5.44% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | -0.01% | +1.43% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | -0.05% | +10.13% | |
| 32 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.66% | +0.07% | -5.66% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.65% | -0.04% | +10.86% | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 0.64% | -0.60% | EXIT | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.64% | -0.19% | +3.99% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.63% | -0.14% | +15.94% | |
| 37 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.63% | -0.04% | +4.19% | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.62% | -0.16% | -2.35% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | +0.47% | +19.31% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.53% | -0.01% | +3.89% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.53% | -0.06% | +3.65% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.09% | -3.01% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.48% | — | +10.63% | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.46% | -0.04% | +4.74% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.45% | -0.06% | +2.98% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.43% | -0.03% | +3.12% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | — | +6.64% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.41% | -0.07% | +3.29% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.41% | -0.03% | +3.25% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.03% | +4.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.2% | +4.31% | 加仓 |
| 2 | TSLA | Tesla Inc | +0.2% | +4.43% | 加仓 |
| 3 | HD | Home Depot Inc | +0.2% | +3.20% | 加仓 |
| 4 | WMB | Williams Cos Inc | +0.2% | +115.49% | 加仓 |
| 5 | REET | Ishares Global Reit ETF | +0.1% | +71.47% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +3.46% | 加仓 |
| 7 | IBM | Intl Business Machines CORP | +0.1% | +1.43% | 加仓 |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | +1.21% | 加仓 |
| 9 | CAT | Caterpillar Inc | +0.1% | +3.50% | 加仓 |
| 10 | AXP | American Express Co | +0.1% | +4.68% | 加仓 |
| 11 | MMM | 3m Co | +0.1% | +3.49% | 加仓 |
| 12 | MCD | Mcdonald's CORP | +0.1% | -0.51% | 减仓 |
| 13 | GLDM | Spdr Gold Minishares Trust | +0.1% | +10.86% | 加仓 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +5.44% | 加仓 |
| 15 | WMT | Walmart Inc | +0.1% | +3.99% | 加仓 |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +19.31% | 加仓 |
| 17 | TRV | Travelers Cos Inc/the | +0.1% | +4.19% | 加仓 |
| 18 | ABBV | Abbvie Inc | +0.1% | +10.63% | 加仓 |
| 19 | PM | Philip Morris International | +0.1% | +10.94% | 加仓 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +3.60% | 加仓 |
| 21 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +15.94% | 加仓 |
| 22 | ORCL | Oracle CORP | +0.1% | +4.16% | 加仓 |
| 23 | ANETEUR | Arista Networks Inc | +0.1% | +33.18% | 加仓 |
| 24 | REGN | Regeneron Pharmaceuticals | +0.1% | +38.92% | 加仓 |
| 25 | JNJ | Johnson & Johnson | 0% | +3.55% | 加仓 |
| 26 | NEE | Nextera Energy Inc | 0% | +2.39% | 加仓 |
| 27 | WELL | Welltower Inc | 0% | +5.36% | 加仓 |
| 28 | AVGO | Broadcom Inc | 0% | +946.52% | 加仓 |
| 29 | KO | Coca-cola Co/the | 0% | +3.89% | 加仓 |
| 30 | MA | Mastercard Inc - A | 0% | +3.65% | 加仓 |
| 31 | ACN | Accenture plc | 0% | +3.29% | 加仓 |
| 32 | SPGI | S&p Global Inc | 0% | +7.38% | 加仓 |
| 33 | CSCO | Cisco Systems Inc | 0% | +3.16% | 加仓 |
| 34 | NOW | Servicenow Inc | 0% | +3.12% | 加仓 |
| 35 | EQIX | Equinix Inc | 0% | +2.07% | 加仓 |
| 36 | CRM | Salesforce Inc | 0% | +3.81% | 加仓 |
| 37 | VTV | Vanguard Value ETF | — | — | 不变 |
| 38 | PG | Procter & Gamble Co/the | — | +4.16% | 加仓 |
| 39 | AMGN | Amgen Inc | 0% | +4.27% | 加仓 |
| 40 | VGK | Vanguard Ftse Europe ETF | 0% | +0.24% | 加仓 |
| 41 | JPM | Jpmorgan Chase & Co | 0% | +3.41% | 加仓 |
| 42 | V | Visa Inc-class A Shares | 0% | +1.91% | 加仓 |
| 43 | EW | Edwards Lifesciences CORP | -0.1% | -38.48% | 减仓 |
| 44 | LPLA | Lpl Financial Holdings Inc | -0.1% | -53.38% | 减仓 |
| 45 | TXN | Texas Instruments Inc | -0.1% | -22.10% | 减仓 |
| 46 | BA | Boeing Co/the | -0.1% | +4.74% | 加仓 |
| 47 | ADI | Analog Devices Inc | -0.1% | -23.17% | 减仓 |
| 48 | IEMG | Ishares Core Msci Emerging | -0.2% | -42.23% | 减仓 |
| 49 | GOOG | Alphabet Inc-cl C | -0.2% | +3.25% | 加仓 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.2% | +4.07% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Sumitomo Mitsui DS Asset Management Company, Ltd 在 Q3 2024 季度的美股持仓总市值约为 US$144.9亿，共申报了 775 个公开持股仓位。
在 Q3 2024 季度，Sumitomo Mitsui DS Asset Management Company, Ltd 按市值排列的前三大核心持股分别为：MSFT (5.3%)、AAPL (4.8%)、NVDA (4.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.3% 的权重。
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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。
本季最大获利了结 / 清仓标的
MCD
前期市值: US$8536.5万
在 Q3 2024 季度中，Sumitomo Mitsui DS Asset Management Company, Ltd 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 43 个仓位、减仓 6 个仓位以及清仓 0 个仓位。
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。
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