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: 0001846311
申报总市值
US$66.6万
US$66.6万
73 檔
37069.8%
截至 Q3 2024 季度末，Vancity Investment Management Ltd 的美股持仓估值约为 US$66.6万，全数申报仓位共有 73 档。
在 Q3 2024，Vancity Investment Management Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 58 个仓位并完全清仓 3 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，Vancity Investment Management Ltd 的前 5 大核心持股（包含 MSFT, AAPL, NOW 等）合计占整体申报市值的 37069.8%，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 | MSFT | Microsoft CORP | 股票-科技 | 9.42% | -1.33% | -49.04% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.33% | +0.86% | -51.06% | |
| 3 | NOW | Servicenow Inc | 股票-科技 | 4.87% | -0.46% | -50.62% | |
| 4 | CPRT | Copart Inc | 股票-工业 | 4.56% | -1.14% | -48.44% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.43% | -0.26% | -47.39% | |
| 6 | SPGI | S&p Global Inc | 股票-金融 | 4.42% | -1.90% | -48.88% | |
| 7 | DHR | Danaher CORP | 股票-医疗保健 | 4.16% | -0.30% | -49.94% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.89% | +0.20% | -57.02% | |
| 9 | BRO | Brown & Brown Inc | 股票-金融 | 3.88% | -1.14% | -36.07% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.83% | -0.27% | -50.64% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.40% | +0.23% | -50.26% | |
| 12 | ELV | Elevance Health Inc | 股票-医疗保健 | 3.25% | +0.58% | -50.78% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 2.99% | +0.90% | -51.66% | |
| 14 | AZO | Autozone Inc | 股票-周期性消费 | 2.87% | -0.43% | -49.83% | |
| 15 | AMT | American Tower CORP | 股票-房地产 | 2.67% | -0.11% | -51.33% | |
| 16 | CDW | Cdw Corp/de | 股票-科技 | 2.55% | -0.16% | -50.03% | |
| 17 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.42% | -0.28% | -39.41% | |
| 18 | TT | Trane Technologies plc | 股票-工业 | 2.24% | +0.08% | -47.93% | |
| 19 | ADBE | Adobe Inc | 股票-科技 | 2.19% | — | -53.23% | |
| 20 | MSCI | Msci Inc | 股票-金融 | 1.96% | — | -47.62% | |
| 21 | KMX | Carmax Inc | 股票-周期性消费 | 1.88% | — | -56.67% | |
| 22 | ICE | Intercontinental Exchange In | 股票-金融 | 1.79% | -0.75% | -49.95% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.63% | — | -57.69% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | +0.34% | -47.02% | |
| 25 | FERG | Ferguson Enterprises Inc | 股票-工业 | 1.33% | -0.22% | — | |
| 26 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.32% | — | -54.56% | |
| 27 | MCO | Moody's CORP | 股票-金融 | 1.20% | -0.07% | -46.99% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.16% | -0.38% | -51.77% | |
| 29 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.11% | +0.44% | -49.84% | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.04% | — | -77.30% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 1.03% | +1.69% | +330.68% | |
| 32 | XYL | Xylem Inc | 股票-工业 | 1.02% | — | -57.39% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.00% | — | -66.37% | |
| 34 | CME | Cme Group Inc | 股票-金融 | 0.98% | -0.27% | -50.82% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | — | -56.24% | |
| 36 | SE | Sea Ltd-adr | 股票-通信服务 | 0.80% | — | -51.78% | |
| 37 | LIN | Linde plc | 股票-原材料 | 0.57% | -0.14% | — | |
| 38 | WINA | Winmark CORP | 股票-其他 | 0.33% | +0.03% | — | |
| 39 | GWRE | Guidewire Software Inc | 股票-科技 | 0.18% | — | -60.80% | |
| 40 | TTEK | Tetra Tech Inc | 股票-工业 | 0.16% | +0.02% | +139.33% | |
| 41 | NSA | National Storage Affiliates | 股票-房地产 | 0.16% | -0.06% | EXIT | |
| 42 | GLOB | Globant S.A. | 股票-科技 | 0.14% | -0.07% | EXIT | |
| 43 | WK | Workiva Inc | 股票-科技 | 0.14% | +0.01% | -45.48% | |
| 44 | BLD | Topbuild CORP | 股票-工业 | 0.12% | -0.02% | -47.84% | |
| 45 | FIVE | Five Below | 股票-周期性消费 | 0.12% | -0.04% | -18.26% | |
| 46 | FSS | Federal Signal CORP | 股票-工业 | 0.12% | +0.01% | -55.93% | |
| 47 | DAR | Darling Ingredients Inc | 股票-非周期性消费 | 0.12% | -0.04% | -44.05% | |
| 48 | SITE | Siteone Landscape Supply Inc | 股票-工业 | 0.11% | -0.02% | -24.64% | |
| 49 | KAI | Kadant Inc | 股票-其他 | 0.11% | +0.01% | -52.03% | |
| 50 | SSD | Simpson Manufacturing Co Inc | 股票-原材料 | 0.11% | — | -47.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FERG | Ferguson Enterprises Inc | +1.3% | NEW | 新建仓 |
| 2 | BRO | Brown & Brown Inc | +1.1% | -36.07% | 减仓 |
| 3 | NOW | Servicenow Inc | +1% | -50.62% | 减仓 |
| 4 | AAPL | Apple Inc | +0.7% | -51.06% | 减仓 |
| 5 | SPGI | S&p Global Inc | +0.6% | -48.88% | 减仓 |
| 6 | MSFT | Microsoft CORP | +0.6% | -49.04% | 减仓 |
| 7 | LIN | Linde plc | +0.6% | NEW | 新建仓 |
| 8 | AMT | American Tower CORP | +0.5% | -51.33% | 减仓 |
| 9 | MRSH | Marsh & Mclennan Cos | +0.5% | -39.41% | 减仓 |
| 10 | TT | Trane Technologies plc | +0.4% | -47.93% | 减仓 |
| 11 | MSCI | Msci Inc | +0.4% | -47.62% | 减仓 |
| 12 | WINA | Winmark CORP | +0.3% | NEW | 新建仓 |
| 13 | ICE | Intercontinental Exchange In | +0.3% | -49.95% | 减仓 |
| 14 | DHR | Danaher CORP | +0.3% | -49.94% | 减仓 |
| 15 | AZO | Autozone Inc | +0.2% | -49.83% | 减仓 |
| 16 | TXN | Texas Instruments Inc | +0.2% | -51.66% | 减仓 |
| 17 | MCO | Moody's CORP | +0.2% | -46.99% | 减仓 |
| 18 | SE | Sea Ltd-adr | +0.2% | -51.78% | 减仓 |
| 19 | WTS | Watts Water Technologies-a | +0.1% | NEW | 新建仓 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -47.39% | 减仓 |
| 21 | COST | Costco Wholesale CORP | +0.1% | -50.64% | 减仓 |
| 22 | AVGO | Broadcom Inc | +0.1% | +330.68% | 加仓 |
| 23 | WM | Waste Management Inc | +0.1% | NEW | 新建仓 |
| 24 | DE | Deere & Co | +0.1% | NEW | 新建仓 |
| 25 | ECL | Ecolab Inc | +0.1% | NEW | 新建仓 |
| 26 | PODD | Insulet CORP | 0% | NEW | 新建仓 |
| 27 | GWRE | Guidewire Software Inc | 0% | -60.80% | 减仓 |
| 28 | NSA | National Storage Affiliates | 0% | -51.33% | 减仓 |
| 29 | GLOB | Globant S.A. | 0% | -42.66% | 减仓 |
| 30 | SITE | Siteone Landscape Supply Inc | 0% | -24.64% | 减仓 |
| 31 | MPWR | Monolithic Power Systems Inc | 0% | NEW | 新建仓 |
| 32 | ENLT | Enlight Renewable Energy Ltd | 0% | NEW | 新建仓 |
| 33 | KNSL | Kinsale Capital Group Inc | 0% | -37.37% | 减仓 |
| 34 | MELI | Mercadolibre Inc | 0% | NEW | 新建仓 |
| 35 | MCD | Mcdonald's CORP | 0% | NEW | 新建仓 |
| 36 | XPEL | Xpel Inc | 0% | -33.18% | 减仓 |
| 37 | CME | Cme Group Inc | 0% | -50.82% | 减仓 |
| 38 | TTEK | Tetra Tech Inc | 0% | +139.33% | 加仓 |
| 39 | WK | Workiva Inc | 0% | -45.48% | 减仓 |
| 40 | KAI | Kadant Inc | 0% | -52.03% | 减仓 |
| 41 | SSD | Simpson Manufacturing Co Inc | 0% | -47.58% | 减仓 |
| 42 | BOH | Bank Of Hawaii CORP | 0% | -50.00% | 减仓 |
| 43 | NVDA | Nvidia CORP | 0% | +408.42% | 加仓 |
| 44 | AMZN | Amazon.com Inc | — | -50.26% | 减仓 |
| 45 | MA | Mastercard Inc - A | — | -51.77% | 减仓 |
| 46 | HD | Home Depot Inc | — | -55.95% | 减仓 |
| 47 | EA | Electronic Arts Inc | — | -50.00% | 减仓 |
| 48 | DAR | Darling Ingredients Inc | 0% | -44.05% | 减仓 |
| 49 | GO | Grocery Outlet Holding CORP | 0% | -30.90% | 减仓 |
| 50 | FIVE | Five Below | 0% | -18.26% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Vancity Investment Management Ltd 在 Q3 2024 季度的美股持仓总市值约为 US$66.6万，共申报了 73 个公开持股仓位。
在 Q3 2024 季度，Vancity Investment Management Ltd 按市值排列的前三大核心持股分别为：MSFT (9.4%)、AAPL (6.3%)、NOW (4.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.4% 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
FERG
市值: US$1107.3万
本季最大获利了结 / 清仓标的
FERG
前期市值: US$2288.5万
在 Q3 2024 季度中，Vancity Investment Management Ltd 共进行了 76 项持仓异动，包含新建仓 12 个仓位、加仓 3 个仓位、减仓 58 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 FERG。 本季清仓仓位包含 FERG。
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。