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: 0001634556
申报总市值
US$10.5亿
US$10.5亿
185 檔
18.2%
True North Advisors, LLC 在 Q3 2024 季度的美股仓位总计估值为 US$10.5亿，分散于 185 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，True North Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 16 个仓位并完全清仓 18 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，True North Advisors, LLC 的前 5 大核心持股（包含 LII, BRK-B, AAPL 等）合计占整体申报市值的 18.2%，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 | LII | Lennox International Inc | 股票-工业 | 29.26% | +0.06% | -1.92% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.27% | -0.76% | -0.97% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.12% | -0.36% | -16.34% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.24% | -20.90% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.71% | +0.04% | NEW | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.45% | -0.28% | +0.39% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.40% | -0.01% | -8.91% | |
| 8 | DOW | Dow Inc | 股票-原材料 | 1.39% | -0.21% | -0.41% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.34% | -0.60% | -1.76% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.32% | +3.13% | NEW | |
| 11 | GE | General Electric | 股票-工业 | 1.28% | +0.08% | +142.55% | |
| 12 | NUV | Nuveen Municipal Value | 股票-其他 | 1.21% | — | -0.03% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | -0.44% | -2.82% | |
| 14 | BA | Boeing Co/the | 股票-工业 | 1.08% | — | — | |
| 15 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.02% | +0.40% | NEW | |
| 16 | KMX | Carmax Inc | 股票-周期性消费 | 0.98% | +0.03% | +5.10% | |
| 17 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.95% | -0.21% | EXIT | |
| 18 | APO | Apollo Global Management Inc | 股票-金融 | 0.95% | +0.19% | NEW | |
| 19 | CTVA | Corteva Inc | 股票-原材料 | 0.93% | -0.09% | +1.86% | |
| 20 | MKL | Markel Group Inc | 股票-金融 | 0.90% | — | +8.17% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.83% | -0.21% | -0.86% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | -5.46% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | +0.02% | -1.29% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | +0.02% | +5.80% | |
| 25 | BX | Blackstone Inc | 股票-金融 | 0.68% | +0.18% | NEW | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.67% | -0.19% | -12.27% | |
| 27 | MLM | Martin Marietta Materials | 股票-原材料 | 0.67% | -0.07% | — | |
| 28 | FAST | Fastenal Co | 股票-工业 | 0.62% | -0.11% | +5.23% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.61% | — | +907.06% | |
| 30 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.60% | +0.28% | NEW | |
| 31 | EPD | Enterprise Products Partners | 股票-能源 | 0.60% | +0.53% | NEW | |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.59% | -0.05% | -1.59% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 0.56% | +0.03% | — | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.56% | +0.10% | — | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.56% | -0.01% | -5.53% | |
| 36 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.42% | — | -6.28% | |
| 37 | GEV | GE Vernova Inc | 股票-工业 | 0.42% | +0.07% | +162.94% | |
| 38 | ET | Energy Transfer LP | 股票-能源 | 0.41% | +0.19% | NEW | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.40% | -0.02% | -1.72% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.40% | -0.02% | — | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.39% | — | — | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.39% | -0.04% | -2.74% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.38% | — | -1.62% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | -0.10% | +6.36% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | -0.04% | -0.69% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.36% | -0.02% | — | |
| 47 | FISV | Fiserv Inc | 股票-其他 | 0.36% | — | +0.01% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | -0.04% | -2.15% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.35% | -0.02% | -2.15% | |
| 50 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.34% | +0.09% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LII | Lennox International Inc | +2.3% | -1.92% | 减仓 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | -0.97% | 减仓 |
| 3 | GE | General Electric | +0.8% | +142.55% | 加仓 |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | NEW | 新建仓 |
| 5 | GEV | GE Vernova Inc | +0.3% | +162.94% | 加仓 |
| 6 | GEHC | GE Healthcare Technology | +0.2% | NEW | 新建仓 |
| 7 | TM | Toyota Motor CORP -spon Adr | +0.1% | +300.86% | 加仓 |
| 8 | TGT | Target CORP | +0.1% | NEW | 新建仓 |
| 9 | MPLX | Mplx LP | +0.1% | NEW | 新建仓 |
| 10 | FAST | Fastenal Co | +0.1% | +5.23% | 加仓 |
| 11 | CBRE | Cbre Group Inc - A | +0.1% | -6.28% | 减仓 |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | 新建仓 |
| 13 | LOW | Lowe's Cos Inc | +0.1% | NEW | 新建仓 |
| 14 | KMX | Carmax Inc | +0.1% | +5.10% | 加仓 |
| 15 | BAC | Bank Of America CORP | +0.1% | +68.27% | 加仓 |
| 16 | VUG | Vanguard Growth ETF | +0.1% | NEW | 新建仓 |
| 17 | CTVA | Corteva Inc | +0.1% | +1.86% | 加仓 |
| 18 | 6D8 | Dupont De Nemours Inc | +0.1% | -0.32% | 减仓 |
| 19 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 20 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.1% | EXIT | 清仓 |
| 21 | INTC | Intel CORP | -0.1% | EXIT | 清仓 |
| 22 | DTM | Dt Midstream Inc | -0.1% | EXIT | 清仓 |
| 23 | ETRNUSD | Equitrans Midstream CORP | -0.1% | EXIT | 清仓 |
| 24 | ENB | Enbridge Inc | -0.1% | EXIT | 清仓 |
| 25 | IWF | Ishares Russell 1000 Growth | -0.1% | -8.91% | 减仓 |
| 26 | MPC | Marathon Petroleum CORP | -0.1% | EXIT | 清仓 |
| 27 | ARLP | Alliance Resource Partners | -0.1% | EXIT | 清仓 |
| 28 | CVX | Chevron CORP | -0.1% | -26.97% | 减仓 |
| 29 | AMZN | Amazon.com Inc | -0.1% | -12.27% | 减仓 |
| 30 | VLO | Valero Energy CORP | -0.2% | -65.33% | 减仓 |
| 31 | VNOMUSD | Viper Energy Inc-cl A | -0.2% | EXIT | 清仓 |
| 32 | SUN | Sunoco LP | -0.2% | EXIT | 清仓 |
| 33 | PSX | Phillips 66 | -0.2% | -73.93% | 减仓 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.52% | 减仓 |
| 35 | KMI | Kinder Morgan, Inc. | -0.2% | EXIT | 清仓 |
| 36 | WMB | Williams Cos Inc | -0.2% | EXIT | 清仓 |
| 37 | GOOG | Alphabet Inc-cl C | -0.2% | -1.43% | 减仓 |
| 38 | TRGP | Targa Resources CORP | -0.2% | EXIT | 清仓 |
| 39 | LNG | Cheniere Energy Inc | -0.2% | EXIT | 清仓 |
| 40 | SU | Suncor Energy Inc | -0.2% | EXIT | 清仓 |
| 41 | BA | Boeing Co/the | -0.2% | — | 不变 |
| 42 | OKE | Oneok Inc | -0.3% | -76.92% | 减仓 |
| 43 | EPD | Enterprise Products Partners | -0.3% | -29.25% | 减仓 |
| 44 | PAGP | Plains Gp Holdings Lp-cl A | -0.3% | EXIT | 清仓 |
| 45 | PBA | Pembina Pipeline CORP | -0.3% | EXIT | 清仓 |
| 46 | CVE | Cenovus Energy Inc | -0.3% | EXIT | 清仓 |
| 47 | WES | Western Midstream Partners L | -0.3% | EXIT | 清仓 |
| 48 | ET | Energy Transfer LP | -0.3% | -43.12% | 减仓 |
| 49 | AAPL | Apple Inc | -0.6% | -16.34% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.9% | -20.90% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，True North Advisors, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$10.5亿，共申报了 185 个公开持股仓位。
在 Q3 2024 季度，True North Advisors, LLC 按市值排列的前三大核心持股分别为：LII (29.3%)、BRK-B (10.3%)、AAPL (6.1%)。其中最大持股仓位 LII 占据整体投资组合约 29.3% 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
SGOV
市值: US$150.5万
本季最大获利了结 / 清仓标的
WES
前期市值: US$107.1万
在 Q3 2024 季度中，True North Advisors, LLC 共进行了 48 项持仓异动，包含新建仓 7 个仓位、加仓 7 个仓位、减仓 16 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 SGOV。 本季清仓仓位包含 WES。
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。