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: 0001548392
申报总市值
US$105.1亿
US$105.1亿
986 檔
19.5%
根据最新整理的 13F 季度数据集，Utah Retirement Systems 于 Q3 2024 结束时的管理资产规模为 US$105.1亿。该机构在本季度申报了 986 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Utah Retirement Systems 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 150 个既有持股进行加仓（合计增持 154 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Utah Retirement Systems 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 19.5%，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 986 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 | 6.33% | -0.04% | +0.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.98% | -0.56% | +0.45% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.31% | -0.04% | -1.16% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.23% | +0.02% | +0.45% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.34% | -0.29% | +0.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.82% | +0.23% | +0.44% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.54% | +0.17% | +0.43% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | +0.16% | +904.54% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.36% | +0.03% | +0.44% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.32% | +0.16% | -5.49% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.07% | +0.54% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.07% | +0.44% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.00% | +0.13% | +0.44% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.37% | +0.45% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.03% | +0.46% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.76% | -0.07% | +0.41% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -0.07% | +0.44% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 0.75% | -0.03% | +0.43% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | -0.14% | +0.45% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | -0.10% | +0.45% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.65% | -0.18% | +0.43% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.65% | — | +0.45% | |
| 23 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.58% | — | +0.04% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 0.57% | -0.25% | +0.37% | |
| 25 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.54% | -0.04% | +0.45% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.52% | -0.03% | +0.45% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | +0.01% | +0.44% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.05% | +0.42% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.49% | +0.82% | +0.45% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.48% | -0.10% | +0.45% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.20% | +0.42% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.44% | -0.04% | +0.51% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.44% | -0.08% | +0.44% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.43% | -0.05% | -0.64% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.43% | -0.04% | +0.51% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.41% | -0.09% | +0.48% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | -0.09% | +0.42% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.40% | +0.16% | +0.43% | |
| 39 | GE | General Electric | 股票-工业 | 0.38% | +0.07% | +0.33% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | +0.01% | +0.46% | |
| 41 | UDR | Udr Inc | 股票-房地产 | 0.37% | — | — | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.04% | +0.45% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.37% | -0.07% | +0.46% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.36% | +0.15% | +0.50% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.05% | +0.38% | |
| 46 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.35% | -0.09% | +0.45% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.35% | -0.02% | +0.43% | |
| 48 | GRNT | Granite Ridge Resources Inc | 股票-其他 | 0.35% | -0.09% | — | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.35% | +0.10% | +0.33% | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.34% | -0.04% | +0.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +0.45% | 加仓 |
| 2 | TSLA | Tesla Inc | +0.3% | +0.44% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +0.44% | 加仓 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.54% | 加仓 |
| 5 | UNH | Unitedhealth Group Inc | +0.1% | +0.44% | 加仓 |
| 6 | HD | Home Depot Inc | +0.1% | +0.43% | 加仓 |
| 7 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | 新建仓 |
| 8 | WMT | Walmart Inc | +0.1% | +0.43% | 加仓 |
| 9 | ORCL | Oracle CORP | +0.1% | +0.42% | 加仓 |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +0.46% | 加仓 |
| 11 | ABBV | Abbvie Inc | +0.1% | +0.45% | 加仓 |
| 12 | TEL | TE Connectivity plc | +0.1% | NEW | 新建仓 |
| 13 | MA | Mastercard Inc - A | +0.1% | +0.44% | 加仓 |
| 14 | MCD | Mcdonald's CORP | +0.1% | +0.42% | 加仓 |
| 15 | KVUE | Kenvue Inc | +0.1% | +126.79% | 加仓 |
| 16 | JNJ | Johnson & Johnson | 0% | +0.45% | 加仓 |
| 17 | KO | Coca-cola Co/the | 0% | +0.45% | 加仓 |
| 18 | GE | General Electric | 0% | +0.33% | 加仓 |
| 19 | ACN | Accenture plc | 0% | +0.48% | 加仓 |
| 20 | PM | Philip Morris International | 0% | +0.43% | 加仓 |
| 21 | LOW | Lowe's Cos Inc | 0% | +0.53% | 加仓 |
| 22 | CAT | Caterpillar Inc | 0% | +0.50% | 加仓 |
| 23 | NEE | Nextera Energy Inc | 0% | +0.47% | 加仓 |
| 24 | RTX | Rtx CORP | 0% | +0.46% | 加仓 |
| 25 | PGR | Progressive CORP | 0% | +0.42% | 加仓 |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | +0.36% | 加仓 |
| 27 | GEV | GE Vernova Inc | 0% | +0.45% | 加仓 |
| 28 | SBUX | Starbucks CORP | 0% | +0.37% | 加仓 |
| 29 | BMY | Bristol-myers Squibb Co | 0% | +0.39% | 加仓 |
| 30 | AVGO | Broadcom Inc | 0% | +904.54% | 加仓 |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | +0.51% | 加仓 |
| 32 | LMT | Lockheed Martin CORP | 0% | +0.37% | 加仓 |
| 33 | BLKCHF | Blackrock Inc | 0% | +0.33% | 加仓 |
| 34 | SPGI | S&p Global Inc | 0% | +0.33% | 加仓 |
| 35 | T | At&t Inc | 0% | — | 不变 |
| 36 | BX | Blackstone Inc | 0% | -0.60% | 减仓 |
| 37 | SHW | Sherwin-williams Co/the | 0% | +0.52% | 加仓 |
| 38 | GILD | Gilead Sciences Inc | 0% | +0.39% | 加仓 |
| 39 | PYPL | Paypal Holdings Inc | 0% | -1.86% | 减仓 |
| 40 | MMM | 3m Co | 0% | +0.33% | 加仓 |
| 41 | CEG | Constellation Energy | 0% | +0.39% | 加仓 |
| 42 | DELL | Dell Technologies -c | 0% | +164.71% | 加仓 |
| 43 | SW | Smurfit Westrock Plc | 0% | NEW | 新建仓 |
| 44 | ELS | Equity Lifestyle Properties | 0% | +113.58% | 加仓 |
| 45 | DHI | Dr Horton Inc | 0% | +0.41% | 加仓 |
| 46 | CARR | Carrier Global CORP | 0% | +0.36% | 加仓 |
| 47 | EME | Emcor Group Inc | 0% | +211.12% | 加仓 |
| 48 | CVNA | Carvana Co | 0% | +219.64% | 加仓 |
| 49 | AVB | Avalonbay Communities Inc | 0% | +0.04% | 加仓 |
| 50 | CSCO | Cisco Systems Inc | 0% | +0.43% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Utah Retirement Systems 在 Q3 2024 季度的美股持仓总市值约为 US$105.1亿，共申报了 986 个公开持股仓位。
在 Q3 2024 季度，Utah Retirement Systems 按市值排列的前三大核心持股分别为：AAPL (6.3%)、MSFT (6.0%)、NVDA (5.3%)。其中最大持股仓位 AAPL 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
IWB
市值: US$664.9万
本季最大获利了结 / 清仓标的
HYG
前期市值: US$5350.1万
在 Q3 2024 季度中，Utah Retirement Systems 共进行了 185 项持仓异动，包含新建仓 4 个仓位、加仓 150 个仓位、减仓 25 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 IWB。 本季清仓仓位包含 HYG。
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。