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: 0001411530
申报总市值
US$144.9亿
US$144.9亿
778 檔
13.7%
Sumitomo Mitsui DS Asset Management Company, Ltd 在 Q4 2024 季度的美股仓位总计估值为 US$144.9亿，分散于 778 个持仓标的之中，反映其市场参与广度与投资规模。
Sumitomo Mitsui DS Asset Management Company, Ltd 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 23 档持股的同时，亦同步清仓 3 档并减仓 19 档标的。
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 AAPL, MSFT, NVDA 等）合计占整体申报市值的 13.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
ANET
市值: US$2433.7万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$2048.0万
仅显示前 200 大持股（共 778 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 | AAPL | Apple Inc | 股票-科技 | 5.32% | -0.06% | +7.75% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.03% | -0.50% | +1.85% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.02% | -0.20% | +10.32% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.06% | +0.15% | +4.76% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.83% | -0.28% | +5.65% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | +0.77% | +4.46% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.69% | +0.25% | -0.75% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.08% | -1.68% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.53% | +0.12% | +10.21% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 1.52% | -0.08% | -1.77% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.48% | +0.02% | -1.51% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | -0.04% | +3.00% | |
| 13 | TSLA | Tesla Inc | 股票-周期性消费 | 1.43% | -0.03% | +7.03% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.34% | +0.03% | +4.53% | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 1.13% | -0.18% | -0.47% | |
| 16 | CAT | Caterpillar Inc | 股票-工业 | 1.01% | +0.49% | -1.53% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.99% | -0.01% | -12.61% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 0.98% | -0.02% | -0.79% | |
| 19 | URTH | Ishares Msci World ETF | ETF-其他 | 0.98% | +0.15% | -9.60% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.97% | -0.27% | -1.90% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.96% | +0.13% | -0.08% | |
| 22 | AXP | American Express Co | 股票-金融 | 0.96% | -0.06% | -1.40% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.89% | -0.05% | +8.02% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | -0.10% | +0.31% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.85% | -0.07% | +682.74% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.37% | +0.25% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.07% | +6.12% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | -0.13% | +1.98% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 0.74% | -0.12% | -1.34% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.36% | +0.57% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.73% | -0.01% | -0.45% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.70% | -0.19% | +2.36% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.69% | -0.04% | +11.42% | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 0.66% | -0.60% | EXIT | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.64% | -0.05% | +1.66% | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.64% | +0.07% | +6.31% | |
| 37 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.60% | -0.04% | -2.05% | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.58% | -0.16% | +0.54% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.06% | +4.75% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.53% | -0.04% | +4.78% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.53% | -0.14% | -9.24% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | -0.09% | +5.49% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | -0.06% | +1.19% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | +7.92% | |
| 45 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.47% | — | +14.32% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.47% | -0.17% | +4.76% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.47% | -0.03% | -4.15% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | -0.01% | +3.00% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.45% | -0.03% | +19.49% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.24% | +1.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +0.7% | +682.74% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.7% | +10.32% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.5% | +7.03% | 加仓 |
| 4 | AAPL | Apple Inc | +0.5% | +7.75% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.5% | +4.76% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.4% | +10.21% | 加仓 |
| 7 | ANET | Arista Networks Inc | +0.3% | NEW | 新建仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.46% | 加仓 |
| 9 | BLK | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +3.00% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +4.53% | 加仓 |
| 12 | CRM | Salesforce Inc | +0.2% | -0.47% | 减仓 |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | -1.51% | 减仓 |
| 14 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.68% | 减仓 |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | +13.03% | 加仓 |
| 17 | TOK | Ishares Msci Kokusai ETF | +0.1% | NEW | 新建仓 |
| 18 | NFLX | Netflix Inc | +0.1% | +4.76% | 加仓 |
| 19 | BA | Boeing Co/the | +0.1% | +4.78% | 加仓 |
| 20 | SPOT | Spotify Technology S.A. | +0.1% | NEW | 新建仓 |
| 21 | WMT | Walmart Inc | +0.1% | +2.36% | 加仓 |
| 22 | BAC | Bank Of America CORP | +0.1% | +7.92% | 加仓 |
| 23 | WFC | Wells Fargo & Co | +0.1% | +3.82% | 加仓 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +5.65% | 加仓 |
| 25 | DIS | Walt Disney Co/the | +0.1% | +1.19% | 加仓 |
| 26 | BKNG | Booking Holdings Inc | +0.1% | +2.96% | 加仓 |
| 27 | GLDM | Spdr Gold Minishares Trust | 0% | +11.42% | 加仓 |
| 28 | ORCL | Oracle CORP | 0% | +19.49% | 加仓 |
| 29 | AXP | American Express Co | 0% | -1.40% | 减仓 |
| 30 | BAH | Booz Allen Hamilton Holdings | -0.1% | -11.09% | 减仓 |
| 31 | INTC | Intel CORP | -0.1% | -18.80% | 减仓 |
| 32 | AMD | Advanced Micro Devices | -0.1% | +9.88% | 加仓 |
| 33 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -9.24% | 减仓 |
| 34 | IAU | Ishares Gold Trust | -0.1% | -26.78% | 减仓 |
| 35 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 36 | ADI | Analog Devices Inc | -0.1% | -28.38% | 减仓 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | +1.66% | 加仓 |
| 38 | JNJ | Johnson & Johnson | -0.1% | +1.98% | 加仓 |
| 39 | VUG | Vanguard Growth ETF | -0.1% | -12.61% | 减仓 |
| 40 | MCD | Mcdonald's CORP | -0.1% | -1.90% | 减仓 |
| 41 | DOW | Dow Inc | -0.2% | -72.40% | 减仓 |
| 42 | CAT | Caterpillar Inc | -0.2% | -1.53% | 减仓 |
| 43 | URTH | Ishares Msci World ETF | -0.2% | -9.60% | 减仓 |
| 44 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清仓 |
| 45 | HD | Home Depot Inc | -0.2% | -1.77% | 减仓 |
| 46 | BND | Vanguard Total Bond Market | -0.2% | -23.61% | 减仓 |
| 47 | LLY | Eli Lilly & Co | -0.2% | -0.08% | 减仓 |
| 48 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清仓 |
| 49 | AMGN | Amgen Inc | -0.2% | -1.34% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -0.4% | -0.75% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Sumitomo Mitsui DS Asset Management Company, Ltd 在 Q4 2024 季度的美股持仓总市值约为 US$144.9亿，共申报了 778 个公开持股仓位。
在 Q4 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：AAPL (5.3%)、MSFT (5.0%)、NVDA (5.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.3% 的权重。
在 Q4 2024 季度中，Sumitomo Mitsui DS Asset Management Company, Ltd 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 23 个仓位、减仓 19 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。
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。
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。