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: 0001063571
申报总市值
US$50.2亿
US$50.2亿
217 檔
9.6%
在 Q3 2024 的 13F 官方备案中，Vaughan David Investments Llc/il 管理的美股投资组合规模来到 US$50.2亿，整体持股档数为 217 档。
在 Q3 2024，Vaughan David Investments Llc/il 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 32 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Vaughan David Investments Llc/il 的前 5 大核心持股（包含 MSFT, , ORCL 等）合计占整体申报市值的 9.6%，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 217 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 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -0.10% | -0.83% | |
| 2 | ✓ | 股票-其他 | 2.27% | — | +874.25% | ||
| 3 | ORCL | Oracle CORP | 股票-科技 | 2.19% | -0.11% | -0.92% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.87% | +0.40% | -0.34% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | +0.09% | -0.82% | |
| 6 | DE | Deere & Co | 股票-工业 | 1.63% | +0.10% | +0.07% | |
| 7 | ✓ | 股票-其他 | 1.61% | — | -0.53% | ||
| 8 | AXP | American Express Co | 股票-金融 | 1.60% | +0.08% | -0.95% | |
| 9 | ETN | Eaton Corporation plc | 股票-工业 | 1.53% | +0.15% | -0.28% | |
| 10 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 1.51% | -0.03% | -0.61% | |
| 11 | ✓ | 股票-其他 | 1.49% | — | -2.52% | ||
| 12 | ✓ | 股票-其他 | 1.40% | — | -0.30% | ||
| 13 | ✓ | 股票-其他 | 1.34% | — | +0.29% | ||
| 14 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.30% | -0.08% | -0.26% | |
| 15 | AMGN | Amgen Inc | 股票-医疗保健 | 1.30% | -0.02% | +0.04% | |
| 16 | RF | Regions Financial CORP | 股票-金融 | 1.30% | -0.86% | -0.74% | |
| 17 | RGA | Reinsurance Group Of America | 股票-金融 | 1.23% | -0.01% | +0.29% | |
| 18 | COP | Conocophillips | 股票-能源 | 1.23% | -0.38% | +0.94% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.20% | -0.04% | +0.10% | |
| 20 | ✓ | 股票-其他 | 1.20% | — | — | ||
| 21 | ALL | Allstate CORP | 股票-金融 | 1.19% | +0.08% | -0.24% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 1.18% | -0.22% | +0.15% | |
| 23 | SO | Southern Co/the | 股票-公用事业 | 1.18% | -0.07% | -0.29% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.17% | +0.01% | +0.35% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | +0.60% | +0.40% | |
| 26 | LRCX | Lam Research CORP | 股票-科技 | 1.17% | +1.90% | — | |
| 27 | ETR | Entergy CORP | 股票-公用事业 | 1.16% | -0.08% | +1.79% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | -0.04% | +0.61% | |
| 29 | RMD | Resmed Inc | 股票-医疗保健 | 1.15% | -0.16% | +3.11% | |
| 30 | HON | Honeywell International Inc | 股票-工业 | 1.14% | -1.18% | EXIT | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.13% | -0.10% | +0.99% | |
| 32 | CI | THE Cigna Group | 股票-医疗保健 | 1.13% | -0.01% | -0.06% | |
| 33 | FE | Firstenergy CORP | 股票-公用事业 | 1.12% | -0.01% | +0.75% | |
| 34 | AEP | American Electric Power | 股票-公用事业 | 1.12% | -0.02% | +0.32% | |
| 35 | ✓ | 股票-其他 | 1.11% | — | -3.50% | ||
| 36 | WMB | Williams Cos Inc | 股票-能源 | 1.10% | -0.05% | +0.41% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.34% | +2.14% | |
| 38 | ✓ | 股票-其他 | 1.08% | — | +0.52% | ||
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 1.08% | +0.02% | +0.19% | |
| 40 | ✓ | 股票-其他 | 1.08% | — | +2.46% | ||
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.07% | -0.16% | +0.77% | |
| 42 | ✓ | 股票-其他 | 1.07% | — | +1.52% | ||
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 1.07% | -0.23% | +0.72% | |
| 44 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.06% | — | +0.35% | |
| 45 | NI | Nisource Inc | 股票-公用事业 | 1.05% | -0.04% | +2.37% | |
| 46 | OMC | Omnicom Group | 股票-通信服务 | 1.05% | -0.05% | +0.75% | |
| 47 | ✓ | 股票-其他 | 1.05% | — | +0.36% | ||
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.04% | +0.02% | +0.22% | |
| 49 | ✓ | 股票-其他 | 1.03% | — | +1.68% | ||
| 50 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.02% | -0.06% | +1.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.2% | NEW | 新建仓 |
| 2 | LRCX | Lam Research CORP | +1.2% | NEW | 新建仓 |
| 3 | ZTS | Zoetis Inc | +0.9% | NEW | 新建仓 |
| 4 | LNG | Cheniere Energy Inc | +0.8% | NEW | 新建仓 |
| 5 | RMD | Resmed Inc | +0.2% | +3.11% | 加仓 |
| 6 | ORCL | Oracle CORP | +0.2% | -0.92% | 减仓 |
| 7 | SWK | Stanley Black & Decker Inc | +0.2% | +1.47% | 加仓 |
| 8 | LMT | Lockheed Martin CORP | +0.1% | +0.15% | 加仓 |
| 9 | ETR | Entergy CORP | +0.1% | +1.79% | 加仓 |
| 10 | CEG | Constellation Energy | +0.1% | — | 减仓 |
| 11 | WEC | Wec Energy Group Inc | +0.1% | — | 加仓 |
| 12 | NEE | Nextera Energy Inc | +0.1% | — | 加仓 |
| 13 | XEL | Xcel Energy Inc | +0.1% | +1.52% | 加仓 |
| 14 | NI | Nisource Inc | +0.1% | +2.37% | 加仓 |
| 15 | ALL | Allstate CORP | +0.1% | -0.24% | 减仓 |
| 16 | LNT | Alliant Energy CORP | +0.1% | +0.35% | 加仓 |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | +5.48% | 加仓 |
| 18 | AXP | American Express Co | +0.1% | -0.95% | 减仓 |
| 19 | HD | Home Depot Inc | +0.1% | +0.35% | 加仓 |
| 20 | ACN | Accenture plc | +0.1% | — | 加仓 |
| 21 | PNC | Pnc Financial Services Group | +0.1% | +0.19% | 加仓 |
| 22 | PM | Philip Morris International | +0.1% | +0.10% | 加仓 |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | -0.34% | 减仓 |
| 24 | SPGI | S&p Global Inc | +0.1% | — | 减仓 |
| 25 | AEP | American Electric Power | +0.1% | +0.32% | 加仓 |
| 26 | ICE | Intercontinental Exchange In | +0.1% | +0.72% | 加仓 |
| 27 | FE | Firstenergy CORP | +0.1% | +0.75% | 加仓 |
| 28 | D | Dominion Energy Inc | +0.1% | +3.76% | 加仓 |
| 29 | ABBV | Abbvie Inc | +0.1% | — | 减仓 |
| 30 | RF | Regions Financial CORP | +0.1% | -0.74% | 减仓 |
| 31 | SO | Southern Co/the | +0.1% | -0.29% | 减仓 |
| 32 | DTE | Dte Energy Company | +0.1% | +1.06% | 加仓 |
| 33 | OMC | Omnicom Group | +0.1% | +0.75% | 加仓 |
| 34 | DUK | Duke Energy CORP | +0.1% | — | 加仓 |
| 35 | T | At&t Inc | +0.1% | +1.00% | 加仓 |
| 36 | GIS | General Mills Inc | +0.1% | +0.56% | 加仓 |
| 37 | EXC | Exelon CORP | +0.1% | +0.21% | 加仓 |
| 38 | MDT | Medtronic plc | +0.1% | — | 加仓 |
| 39 | GS | Goldman Sachs Group Inc | 0% | +4.28% | 加仓 |
| 40 | USB | US Bancorp | 0% | +0.61% | 加仓 |
| 41 | DOX | Amdocs Limited | 0% | — | 加仓 |
| 42 | DE | Deere & Co | 0% | +0.07% | 加仓 |
| 43 | CSCO | Cisco Systems Inc | 0% | +0.40% | 加仓 |
| 44 | KO | Coca-cola Co/the | 0% | +0.22% | 加仓 |
| 45 | JNJ | Johnson & Johnson | 0% | +0.61% | 加仓 |
| 46 | MSFT | Microsoft CORP | -0.5% | -0.83% | 减仓 |
| 47 | ENB | Enbridge Inc | -0.8% | — | 减仓 |
| 48 | EMN | Eastman Chemical Co | -0.8% | -98.29% | 减仓 |
| 49 | BLKCHF | Blackrock Inc | -1.1% | EXIT | 清仓 |
| 50 | LRCXEUR | Lam Research CORP | -1.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Vaughan David Investments Llc/il 在 Q3 2024 季度的美股持仓总市值约为 US$50.2亿，共申报了 217 个公开持股仓位。
在 Q3 2024 季度，Vaughan David Investments Llc/il 按市值排列的前三大核心持股分别为：MSFT (3.0%)、 (2.3%)、ORCL (2.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.0% 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
BLK
市值: US$5223.9万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$6530.6万
在 Q3 2024 季度中，Vaughan David Investments Llc/il 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 32 个仓位、减仓 12 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 LRCXEUR。
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。