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: 0001694284
申报总市值
US$14.9亿
US$14.9亿
87 檔
42.7%
在 Q3 2024 申报期间，Tandem Investment Advisors, Inc.（CIK: 0001694284）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$14.9亿，共持有 87 个公开申报仓位。
Tandem Investment Advisors, Inc. 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 36 档持股的同时，亦同步清仓 7 档并减仓 35 档标的。
在资产配置集中度方面，Tandem Investment Advisors, Inc. 的前 5 大核心持股（包含 CBOE, RMD, ICE 等）合计占整体申报市值的 42.7%，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 | CBOE | Cboe Global Markets Inc | 股票-金融 | 6.29% | -0.02% | -2.98% | |
| 2 | RMD | Resmed Inc | 股票-医疗保健 | 4.59% | -0.50% | -0.94% | |
| 3 | ICE | Intercontinental Exchange In | 股票-金融 | 4.55% | -1.10% | -3.75% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.40% | +0.39% | +0.15% | |
| 5 | FDS | Factset Research Systems Inc | 股票-金融 | 4.30% | — | -1.31% | |
| 6 | ABT | Abbott Laboratories | 股票-医疗保健 | 4.29% | -0.27% | -0.39% | |
| 7 | NEE | Nextera Energy Inc | 股票-公用事业 | 4.24% | +0.16% | -1.54% | |
| 8 | SYK | Stryker CORP | 股票-医疗保健 | 3.64% | +0.03% | +8.22% | |
| 9 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 3.62% | — | -0.03% | |
| 10 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 3.44% | -0.92% | -1.37% | |
| 11 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 3.38% | -0.50% | +0.38% | |
| 12 | ✓ | 股票-其他 | 3.36% | — | +0.67% | ||
| 13 | ACN | Accenture plc | 股票-科技 | 3.29% | -0.01% | -0.63% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | +0.14% | +2.60% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 3.20% | +0.18% | -1.44% | |
| 16 | BLKCHF | Blackrock Inc | 股票-其他 | 3.12% | +0.12% | -2.10% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.10% | +0.20% | -0.08% | |
| 18 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 3.06% | — | -3.10% | |
| 19 | WTRG | Essential Utilities Inc | 股票-公用事业 | 2.97% | — | +0.52% | |
| 20 | APH | Amphenol Corp-cl A | 股票-科技 | 2.93% | +1.97% | +0.67% | |
| 21 | BRO | Brown & Brown Inc | 股票-金融 | 2.66% | +0.03% | -2.00% | |
| 22 | ✓ | 股票-其他 | 2.60% | — | -1.34% | ||
| 23 | WCN | Waste Connections Inc | 股票-工业 | 2.32% | +0.15% | -2.03% | |
| 24 | BF-B | Brown-forman Corp-class B | 股票-其他 | 2.01% | — | -5.58% | |
| 25 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.97% | +0.20% | +4.33% | |
| 26 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.80% | +0.30% | +1.51% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.76% | -1.60% | -2.84% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.76% | -0.01% | -2.85% | |
| 29 | ✓ | 股票-其他 | 1.67% | — | -0.75% | ||
| 30 | RSG | Republic Services Inc | 股票-工业 | 1.66% | +0.55% | -20.32% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 1.34% | -0.05% | +6.44% | |
| 32 | ✓ | 股票-其他 | 0.65% | — | — | ||
| 33 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 0.38% | — | -82.37% | |
| 34 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.29% | +0.03% | -2.22% | |
| 35 | FISV | Fiserv Inc | 股票-其他 | 0.27% | — | -1.71% | |
| 36 | ✓ | 股票-其他 | 0.18% | — | -17.92% | ||
| 37 | QLYS | Qualys Inc | 股票-科技 | 0.16% | +0.11% | +1.00% | |
| 38 | TYL | Tyler Technologies Inc | 股票-科技 | 0.16% | -0.02% | -2.82% | |
| 39 | AKX | Ansys Inc | 股票-其他 | 0.14% | — | +3.40% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.12% | +0.67% | +781.34% | |
| 41 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.11% | +0.01% | +0.77% | |
| 42 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.08% | — | -47.77% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.07% | +0.03% | -9.00% | |
| 44 | AAPL | Apple Inc | 股票-科技 | 0.07% | — | +31.64% | |
| 45 | TFC | Truist Financial CORP | 股票-金融 | 0.06% | +0.01% | +202.69% | |
| 46 | WMT | Walmart Inc | 股票-非周期性消费 | 0.05% | — | +22.77% | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.04% | +0.01% | +79.55% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.03% | -0.01% | EXIT | |
| 49 | RY | Royal Bank Of Canada | 股票-金融 | 0.03% | +0.02% | -14.81% | |
| 50 | FAST | Fastenal Co | 股票-工业 | 0.03% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RMD | Resmed Inc | +0.8% | -0.94% | 减仓 |
| 2 | G | Genpact Limited | +0.7% | NEW | 新建仓 |
| 3 | CBOE | Cboe Global Markets Inc | +0.6% | -2.98% | 减仓 |
| 4 | NEE | Nextera Energy Inc | +0.5% | -1.54% | 减仓 |
| 5 | BLKCHF | Blackrock Inc | +0.4% | -2.10% | 减仓 |
| 6 | ICE | Intercontinental Exchange In | +0.3% | -3.75% | 减仓 |
| 7 | SYK | Stryker CORP | +0.3% | +8.22% | 加仓 |
| 8 | ACN | Accenture plc | +0.3% | -0.63% | 减仓 |
| 9 | FDS | Factset Research Systems Inc | +0.2% | -1.31% | 减仓 |
| 10 | BRO | Brown & Brown Inc | +0.2% | -2.00% | 减仓 |
| 11 | STE | STERIS plc | +0.2% | — | 加仓 |
| 12 | ABT | Abbott Laboratories | +0.2% | -0.39% | 减仓 |
| 13 | JNJ | Johnson & Johnson | +0.2% | -0.08% | 减仓 |
| 14 | MA | Mastercard Inc - A | +0.2% | -1.44% | 减仓 |
| 15 | TRNO | Terreno Realty CORP | +0.1% | — | 减仓 |
| 16 | ADP | Automatic Data Processing | +0.1% | -2.84% | 减仓 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +781.34% | 加仓 |
| 18 | SJM | Jm Smucker Co/the | +0.1% | -3.10% | 减仓 |
| 19 | CMCSA | Comcast Corp-class A | +0.1% | -0.03% | 减仓 |
| 20 | JKHY | Jack Henry & Associates Inc | +0.1% | +0.38% | 加仓 |
| 21 | BF-B | Brown-forman Corp-class B | 0% | -5.58% | 减仓 |
| 22 | TFC | Truist Financial CORP | 0% | +202.69% | 加仓 |
| 23 | EXPD | Expeditors Intl Wash Inc | 0% | +1.51% | 加仓 |
| 24 | FISV | Fiserv Inc | 0% | -1.71% | 减仓 |
| 25 | BRK-B | Berkshire Hathaway Inc. | 0% | NEW | 新建仓 |
| 26 | AAPL | Apple Inc | 0% | +31.64% | 加仓 |
| 27 | HD | Home Depot Inc | 0% | +79.55% | 加仓 |
| 28 | CHD | Church & Dwight Co Inc | 0% | +4.33% | 加仓 |
| 29 | TYL | Tyler Technologies Inc | 0% | -2.82% | 减仓 |
| 30 | ORLY | O'reilly Automotive Inc | 0% | -2.22% | 减仓 |
| 31 | WMT | Walmart Inc | 0% | +22.77% | 加仓 |
| 32 | AMGN | Amgen Inc | 0% | +107.39% | 加仓 |
| 33 | CVX | Chevron CORP | 0% | NEW | 新建仓 |
| 34 | VZ | Verizon Communications Inc | 0% | NEW | 新建仓 |
| 35 | XOM | Exxon Mobil CORP | 0% | NEW | 新建仓 |
| 36 | LMT | Lockheed Martin CORP | 0% | NEW | 新建仓 |
| 37 | ✓ | Wisconsin Energy CORP | 0% | NEW | 新建仓 |
| 38 | ETN | Eaton Corporation plc | 0% | NEW | 新建仓 |
| 39 | MCD | Mcdonald's CORP | 0% | NEW | 新建仓 |
| 40 | CTVA | Corteva Inc | 0% | NEW | 新建仓 |
| 41 | GGG | Graco Inc | 0% | NEW | 新建仓 |
| 42 | CTAS | Cintas CORP | 0% | NEW | 新建仓 |
| 43 | BX | Blackstone Inc | 0% | — | 加仓 |
| 44 | FAST | Fastenal Co | 0% | — | 不变 |
| 45 | TJX | Tjx Companies Inc | 0% | +2.79% | 加仓 |
| 46 | V | Visa Inc-class A Shares | — | +0.15% | 加仓 |
| 47 | ROP | Roper Technologies Inc | — | +6.44% | 加仓 |
| 48 | AKAM | Akamai Technologies Inc | — | +0.77% | 加仓 |
| 49 | UNH | Unitedhealth Group Inc | — | +1.40% | 加仓 |
| 50 | QDEL | Quidelortho CORP | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Tandem Investment Advisors, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$14.9亿，共申报了 87 个公开持股仓位。
在 Q3 2024 季度，Tandem Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：CBOE (6.3%)、RMD (4.6%)、ICE (4.5%)。其中最大持股仓位 CBOE 占据整体投资组合约 6.3% 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
G
市值: US$1702.5万
本季最大获利了结 / 清仓标的
NKE
前期市值: US$3886.2万
在 Q3 2024 季度中，Tandem Investment Advisors, Inc. 共进行了 91 项持仓异动，包含新建仓 13 个仓位、加仓 36 个仓位、减仓 35 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 G。 本季清仓仓位包含 NKE。
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。