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
179 檔
4.3%
Q4 2024 季度申报显示，TrueMark Investments, LLC 披露的美股组合总市值为 US$8.0亿，涵盖 179 个不同之权益投资仓位。
TrueMark Investments, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 20 档持股的同时，亦同步清仓 12 档并减仓 9 档标的。
在资产配置集中度方面，TrueMark Investments, LLC 的前 5 大核心持股（包含 ENB, VZ, BTI 等）合计占整体申报市值的 4.3%，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 | ENB | Enbridge Inc | 股票-能源 | 2.51% | -0.38% | +66.04% | |
| 2 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.47% | -1.06% | +47.48% | |
| 3 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 2.16% | -0.56% | +0.22% | |
| 4 | PM | Philip Morris International | 股票-非周期性消费 | 1.93% | -0.80% | +9.30% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 1.84% | — | +101.45% | |
| 6 | SBR | Sabine Royalty Trust | 股票-其他 | 1.83% | — | +547.00% | |
| 7 | GNL | Global Net Lease Inc | 股票-房地产 | 1.79% | — | +65.14% | |
| 8 | CLM | Cornerstone Strategic Invest | 股票-其他 | 1.78% | — | +6.20% | |
| 9 | OWL | Blue Owl Capital Inc | 股票-金融 | 1.76% | — | +49.79% | |
| 10 | INSW | International Seaways, Inc. | 股票-其他 | 1.75% | — | +69.08% | |
| 11 | CLX | Clorox Company | 股票-非周期性消费 | 1.75% | — | +1788.46% | |
| 12 | MPLX | Mplx LP | 股票-能源 | 1.72% | -0.70% | — | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.69% | -0.19% | +458.49% | |
| 14 | TCPC | Blackrock Tcp Capital CORP | 股票-其他 | 1.68% | — | — | |
| 15 | DAC | Danaos Corporation | 股票-其他 | 1.67% | — | +252.92% | |
| 16 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.67% | -0.09% | EXIT | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.66% | +1.01% | +54.10% | |
| 18 | DDS | Dillards Inc-cl A | 股票-其他 | 1.62% | — | +805.69% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | +0.08% | +42.94% | |
| 20 | OXLC | Oxford Lane Capital Corp. | 股票-其他 | 1.62% | — | +88.53% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.61% | -0.48% | +48.70% | |
| 22 | C | Citigroup Inc | 股票-金融 | 1.59% | — | +9.24% | |
| 23 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.50% | -0.47% | +51.80% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工业 | 1.48% | -0.36% | +9.28% | |
| 25 | CRF | Cornerstone Total Return | 股票-其他 | 1.48% | — | +25.42% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.48% | -0.67% | -27.18% | |
| 27 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 1.48% | +0.05% | NEW | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.33% | — | +9.18% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.32% | — | +9.24% | |
| 30 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.30% | — | +9.26% | |
| 31 | NRG | Nrg Energy Inc | 股票-公用事业 | 1.27% | — | — | |
| 32 | AEP | American Electric Power | 股票-公用事业 | 1.26% | -0.34% | +8.88% | |
| 33 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.25% | — | +77.92% | |
| 34 | D | Dominion Energy Inc | 股票-公用事业 | 1.23% | -1.70% | EXIT | |
| 35 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.20% | -0.65% | +4.50% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | -0.44% | -7.46% | |
| 37 | CRH | CRH plc | 股票-原材料 | 1.15% | — | +9.19% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 1.14% | -1.77% | +9.27% | |
| 39 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.10% | -0.68% | -39.91% | |
| 40 | SRE | Sempra | 股票-公用事业 | 1.08% | — | — | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.05% | +0.19% | +8.00% | |
| 42 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 1.00% | — | +66.50% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.99% | -0.23% | -7.59% | |
| 44 | PFE | Pfizer Inc | 股票-医疗保健 | 0.92% | — | -15.84% | |
| 45 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 0.89% | — | +198.45% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | — | +557.70% | |
| 47 | IOT | Samsara Inc-cl A | 股票-科技 | 0.86% | -0.09% | -7.58% | |
| 48 | T | At&t Inc | 股票-通信服务 | 0.86% | — | — | |
| 49 | XIFR | Xplr Infrastructure LP | 股票-公用事业 | 0.82% | — | +29.66% | |
| 50 | GOF | Guggenheim Strategic Opport | 股票-其他 | 0.81% | +0.02% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | +1.7% | NEW | 新建仓 |
| 2 | TCPC | Blackrock Tcp Capital CORP | +1.7% | NEW | 新建仓 |
| 3 | CLX | Clorox Company | +1.7% | +1788.46% | 加仓 |
| 4 | SBR | Sabine Royalty Trust | +1.6% | +547.00% | 加仓 |
| 5 | DDS | Dillards Inc-cl A | +1.5% | +805.69% | 加仓 |
| 6 | ABBV | Abbvie Inc | +1.4% | +458.49% | 加仓 |
| 7 | NRG | Nrg Energy Inc | +1.3% | NEW | 新建仓 |
| 8 | DAC | Danaos Corporation | +1.2% | +252.92% | 加仓 |
| 9 | SRE | Sempra | +1.1% | NEW | 新建仓 |
| 10 | ENB | Enbridge Inc | +1.1% | +66.04% | 加仓 |
| 11 | FSK | Fs Kkr Capital CORP | +1.1% | +146.27% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.9% | +101.45% | 加仓 |
| 13 | T | At&t Inc | +0.9% | NEW | 新建仓 |
| 14 | OWL | Blue Owl Capital Inc | +0.8% | +49.79% | 加仓 |
| 15 | AVGO | Broadcom Inc | +0.8% | +42.94% | 加仓 |
| 16 | COST | Costco Wholesale CORP | +0.8% | +557.70% | 加仓 |
| 17 | OXLC | Oxford Lane Capital Corp. | +0.7% | +88.53% | 加仓 |
| 18 | HRZN | Horizon Technology Finance C | +0.6% | NEW | 新建仓 |
| 19 | GBDC | Golub Capital Bdc Inc | +0.6% | +198.45% | 加仓 |
| 20 | VZ | Verizon Communications Inc | +0.6% | +47.48% | 加仓 |
| 21 | GIS | General Mills Inc | +0.6% | +413.66% | 加仓 |
| 22 | QYLD | Global X Nasd 100 Cov Call | +0.6% | +77.92% | 加仓 |
| 23 | GNL | Global Net Lease Inc | +0.5% | +65.14% | 加仓 |
| 24 | WSO | Watsco Inc | +0.5% | +206.44% | 加仓 |
| 25 | FDUS | Fidus Investment CORP | +0.5% | NEW | 新建仓 |
| 26 | UVV | Universal Corp/va | +0.5% | NEW | 新建仓 |
| 27 | XAODX | Abrdn Total Dynamic Dividend | +0.5% | NEW | 新建仓 |
| 28 | TRGP | Targa Resources CORP | +0.5% | +302.90% | 加仓 |
| 29 | DKS | Dick's Sporting Goods Inc | +0.5% | +66.50% | 加仓 |
| 30 | PDI | Pimco Dynamic Income Fund | -0.5% | -57.35% | 减仓 |
| 31 | ECC | Eagle Point Credit Co | -0.5% | -48.37% | 减仓 |
| 32 | RC | Ready Capital CORP | -0.5% | -47.06% | 减仓 |
| 33 | LMT | Lockheed Martin CORP | -0.6% | EXIT | 清仓 |
| 34 | PSEC | Prospect Capital CORP | -0.6% | -32.00% | 减仓 |
| 35 | CWH | Camping World Holdings Inc-a | -0.6% | EXIT | 清仓 |
| 36 | BCC | Boise Cascade Co | -0.6% | EXIT | 清仓 |
| 37 | KRP | Kimbell Royalty Partners LP | -0.6% | EXIT | 清仓 |
| 38 | GOF | Guggenheim Strategic Opport | -0.7% | -43.44% | 减仓 |
| 39 | EOG | Eog Resources Inc | -0.7% | EXIT | 清仓 |
| 40 | MS | Morgan Stanley | -0.8% | EXIT | 清仓 |
| 41 | DHT | DHT Holdings, Inc. | -0.8% | -52.16% | 减仓 |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | -0.9% | EXIT | 清仓 |
| 43 | ABR | Arbor Realty Trust Inc | -0.9% | -53.98% | 减仓 |
| 44 | NEE | Nextera Energy Inc | -0.9% | -27.18% | 减仓 |
| 45 | NAT | Nordic American Tankers Limited | -1% | -51.46% | 减仓 |
| 46 | HTGC | Hercules Capital Inc | -1.3% | EXIT | 清仓 |
| 47 | MDT | Medtronic plc | -1.5% | EXIT | 清仓 |
| 48 | SBUX | Starbucks CORP | -1.5% | EXIT | 清仓 |
| 49 | OCSL | Oaktree Specialty Lending Co | -1.5% | EXIT | 清仓 |
| 50 | XOM | Exxon Mobil CORP | -1.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，TrueMark Investments, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$8.0亿，共申报了 179 个公开持股仓位。
在 Q4 2024 季度，TrueMark Investments, LLC 按市值排列的前三大核心持股分别为：ENB (2.5%)、VZ (2.5%)、BTI (2.2%)。其中最大持股仓位 ENB 占据整体投资组合约 2.5% 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
MPLX
市值: US$539.4万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$486.7万
在 Q4 2024 季度中，TrueMark Investments, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 20 个仓位、减仓 9 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 MPLX。 本季清仓仓位包含 XOM。
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。