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: 0001974457
申报总市值
US$8.0亿
US$8.0亿
239 檔
3.8%
在 Q3 2024 申报期间，TrueMark Investments, LLC（CIK: 0001974457）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$8.0亿，共持有 239 个公开申报仓位。
在 Q3 2024，TrueMark Investments, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 22 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，TrueMark Investments, LLC 的前 5 大核心持股（包含 NEE, BTI, VZ 等）合计占整体申报市值的 3.8%，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 239 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 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.41% | -0.67% | +7.71% | |
| 2 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 2.18% | -0.56% | -1.79% | |
| 3 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.89% | -1.06% | +10.34% | |
| 4 | PM | Philip Morris International | 股票-非周期性消费 | 1.79% | -0.80% | +10.37% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | — | +10.33% | |
| 6 | ABR | Arbor Realty Trust Inc | 股票-房地产 | 1.54% | — | +53.19% | |
| 7 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 1.51% | -0.06% | EXIT | |
| 8 | CLM | Cornerstone Strategic Invest | 股票-其他 | 1.50% | — | +4.32% | |
| 9 | GOF | Guggenheim Strategic Opport | 股票-其他 | 1.49% | +0.02% | NEW | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.49% | — | — | |
| 11 | INSW | International Seaways, Inc. | 股票-其他 | 1.49% | — | +26.64% | |
| 12 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.48% | -0.68% | +28.86% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工业 | 1.48% | -0.36% | — | |
| 14 | ENB | Enbridge Inc | 股票-能源 | 1.46% | -0.38% | — | |
| 15 | NAT | Nordic American Tankers Limited | 股票-其他 | 1.45% | — | +12.26% | |
| 16 | MDT | Medtronic plc | 股票-医疗保健 | 1.45% | — | +55.26% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.40% | — | — | |
| 18 | DHT | DHT Holdings, Inc. | 股票-其他 | 1.39% | — | +3.92% | |
| 19 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.31% | -0.65% | +4.07% | |
| 20 | C | Citigroup Inc | 股票-金融 | 1.30% | — | -17.50% | |
| 21 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.29% | — | +215.62% | |
| 22 | AEP | American Electric Power | 股票-公用事业 | 1.29% | -0.34% | -28.36% | |
| 23 | PSEC | Prospect Capital CORP | 股票-其他 | 1.27% | — | +93.78% | |
| 24 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.26% | — | +10.23% | |
| 25 | HTGC | Hercules Capital Inc | 股票-金融 | 1.26% | — | +35.09% | |
| 26 | GNL | Global Net Lease Inc | 股票-房地产 | 1.25% | — | +1.31% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.25% | +1.01% | +10.12% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.22% | -0.48% | +31.82% | |
| 29 | D | Dominion Energy Inc | 股票-公用事业 | 1.22% | -1.70% | EXIT | |
| 30 | PFE | Pfizer Inc | 股票-医疗保健 | 1.20% | — | +7.77% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | -0.44% | -50.06% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.11% | -0.47% | +66.95% | |
| 33 | CRF | Cornerstone Total Return | 股票-其他 | 1.11% | — | +57.42% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.07% | -1.77% | -6.17% | |
| 35 | CRH | CRH plc | 股票-原材料 | 1.06% | — | -18.66% | |
| 36 | IOT | Samsara Inc-cl A | 股票-科技 | 1.04% | -0.09% | -20.30% | |
| 37 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 1.03% | +0.05% | NEW | |
| 38 | XIFR | Xplr Infrastructure LP | 股票-公用事业 | 0.99% | — | +42.27% | |
| 39 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.98% | — | +10.32% | |
| 40 | RC | Ready Capital CORP | 股票-其他 | 0.98% | — | +6.17% | |
| 41 | ECC | Eagle Point Credit Co | 股票-其他 | 0.97% | — | +112.89% | |
| 42 | FTQI | First Trust Nasdaq Buywrite | ETF-科技型 | 0.95% | — | -11.67% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.94% | — | -38.19% | |
| 44 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.89% | — | +10.36% | |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.89% | — | — | |
| 46 | OXLC | Oxford Lane Capital Corp. | 股票-其他 | 0.89% | — | +74.62% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.88% | -0.23% | -8.49% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.85% | +0.08% | +383.41% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.84% | +0.19% | -24.77% | |
| 50 | ORC | Orchid Island Capital Inc | 股票-其他 | 0.81% | — | -19.33% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SBUX | Starbucks CORP | +1.5% | NEW | 新建仓 |
| 2 | UPS | United Parcel Service-cl B | +1.5% | NEW | 新建仓 |
| 3 | ENB | Enbridge Inc | +1.5% | NEW | 新建仓 |
| 4 | KO | Coca-cola Co/the | +1.4% | NEW | 新建仓 |
| 5 | D | Dominion Energy Inc | +1.2% | NEW | 新建仓 |
| 6 | KVUE | Kenvue Inc | +1% | +215.62% | 加仓 |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | +0.9% | NEW | 新建仓 |
| 8 | KRP | Kimbell Royalty Partners LP | +0.6% | NEW | 新建仓 |
| 9 | MDT | Medtronic plc | +0.6% | +55.26% | 加仓 |
| 10 | ABR | Arbor Realty Trust Inc | +0.6% | +53.19% | 加仓 |
| 11 | PSEC | Prospect Capital CORP | +0.6% | +93.78% | 加仓 |
| 12 | ECC | Eagle Point Credit Co | +0.5% | +112.89% | 加仓 |
| 13 | PEP | Pepsico Inc | +0.4% | +66.95% | 加仓 |
| 14 | NEE | Nextera Energy Inc | +0.4% | +7.71% | 加仓 |
| 15 | FSK | Fs Kkr Capital CORP | +0.4% | +187.88% | 加仓 |
| 16 | KMI | Kinder Morgan, Inc. | +0.4% | +28.86% | 加仓 |
| 17 | CRF | Cornerstone Total Return | +0.4% | +57.42% | 加仓 |
| 18 | PM | Philip Morris International | +0.4% | +10.37% | 加仓 |
| 19 | DX | Dynex Capital Inc | +0.3% | +79.38% | 加仓 |
| 20 | DKS | Dick's Sporting Goods Inc | +0.3% | +186.04% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.3% | +31.82% | 加仓 |
| 22 | OXLC | Oxford Lane Capital Corp. | +0.3% | +74.62% | 加仓 |
| 23 | BCC | Boise Cascade Co | +0.3% | +93.75% | 加仓 |
| 24 | QYLD | Global X Nasd 100 Cov Call | +0.3% | +88.46% | 加仓 |
| 25 | FCT | First Trust Snr Fl Rt Inc Ii | +0.3% | NEW | 新建仓 |
| 26 | XIFR | Xplr Infrastructure LP | +0.3% | +42.27% | 加仓 |
| 27 | HTGC | Hercules Capital Inc | +0.2% | +35.09% | 加仓 |
| 28 | PDI | Pimco Dynamic Income Fund | +0.2% | +43.83% | 加仓 |
| 29 | VZ | Verizon Communications Inc | +0.2% | +10.34% | 加仓 |
| 30 | BTI | British American Tob-sp Adr | +0.2% | -1.79% | 减仓 |
| 31 | STNG | Scorpio Tankers Inc. | -0.3% | -40.95% | 减仓 |
| 32 | LVHI | Franklin International Low V | -0.4% | -59.17% | 减仓 |
| 33 | CCOI | Cogent Communications Holdin | -0.4% | -64.96% | 减仓 |
| 34 | EOG | Eog Resources Inc | -0.4% | -28.64% | 减仓 |
| 35 | NYCBEUR | New York Community Bancorp | -0.4% | EXIT | 清仓 |
| 36 | ORCL | Oracle CORP | -0.4% | -38.19% | 减仓 |
| 37 | C | Citigroup Inc | -0.4% | -17.50% | 减仓 |
| 38 | RILY | Brc Group Holdings Inc | -0.4% | EXIT | 清仓 |
| 39 | CNA | Cna Financial CORP | -0.4% | -61.80% | 减仓 |
| 40 | TSLX | Sixth Street Specialty Lendi | -0.5% | -23.41% | 减仓 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | -0.5% | -8.49% | 减仓 |
| 42 | ACI | Albertsons Cos Inc - Class A | -0.6% | EXIT | 清仓 |
| 43 | ARR | Armour Residential Reit Inc | -0.6% | EXIT | 清仓 |
| 44 | QCOM | Qualcomm Inc | -0.7% | -58.07% | 减仓 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | -0.8% | EXIT | 清仓 |
| 46 | AVGO | Broadcom Inc | -0.9% | +383.41% | 加仓 |
| 47 | AES | Aes CORP | -0.9% | EXIT | 清仓 |
| 48 | DVN | Devon Energy CORP | -1% | -84.79% | 减仓 |
| 49 | NVDA | Nvidia CORP | -1.4% | -50.06% | 减仓 |
| 50 | ✓ | Cmb.Tech Nv Shs | -1.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，TrueMark Investments, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$8.0亿，共申报了 239 个公开持股仓位。
在 Q3 2024 季度，TrueMark Investments, LLC 按市值排列的前三大核心持股分别为：NEE (2.4%)、BTI (2.2%)、VZ (1.9%)。其中最大持股仓位 NEE 占据整体投资组合约 2.4% 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
SBUX
市值: US$465.7万
本季最大获利了结 / 清仓标的
Cmb.Tech Nv Shs
前期市值: US$423.8万
在 Q3 2024 季度中，TrueMark Investments, LLC 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 22 个仓位、减仓 13 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 SBUX。 本季清仓仓位包含 Cmb.Tech Nv Shs。
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。