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: 0001542108
申报总市值
US$14.5亿
US$14.5亿
116 檔
11.7%
截至 Q3 2024 季度末，Verity & Verity, LLC 的美股持仓估值约为 US$14.5亿，全数申报仓位共有 116 档。
在 Q3 2024，Verity & Verity, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 64 个既有持股进行加仓（合计增持 73 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Verity & Verity, LLC 的前 5 大核心持股（包含 AVGO, ABBV, GILD 等）合计占整体申报市值的 11.7%，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 | AVGO | Broadcom Inc | 股票-科技 | 4.83% | +0.49% | +901.02% | |
| 2 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.16% | +0.23% | +0.70% | |
| 3 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 3.02% | -0.46% | +0.62% | |
| 4 | GLW | Corning Inc | 股票-科技 | 2.86% | +0.26% | -0.20% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.15% | +1.57% | |
| 6 | AMGN | Amgen Inc | 股票-医疗保健 | 2.77% | -0.11% | +0.71% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.74% | +0.10% | +1.02% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 2.67% | -0.26% | -10.49% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.56% | -0.71% | +3.16% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.35% | +0.05% | -1.12% | |
| 11 | OKE | Oneok Inc | 股票-能源 | 2.33% | -0.23% | -0.26% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 2.23% | +0.12% | +0.78% | |
| 13 | STT | State Street CORP | 股票-金融 | 2.08% | +0.63% | +26.02% | |
| 14 | OGE | Oge Energy CORP | 股票-公用事业 | 2.08% | -0.03% | +0.77% | |
| 15 | PRU | Prudential Financial Inc | 股票-金融 | 2.06% | -0.21% | +1.06% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 1.97% | -0.20% | +3.01% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 1.95% | -0.09% | +1.51% | |
| 18 | PFE | Pfizer Inc | 股票-医疗保健 | 1.90% | -0.55% | +19.35% | |
| 19 | MET | Metlife Inc | 股票-金融 | 1.85% | +0.15% | +1.99% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.84% | -0.12% | +2.20% | |
| 21 | TGT | Target CORP | 股票-周期性消费 | 1.76% | — | +2.25% | |
| 22 | SO | Southern Co/the | 股票-公用事业 | 1.74% | -0.07% | +0.09% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工业 | 1.73% | +0.02% | +3.23% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工业 | 1.69% | -0.34% | -17.54% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | -0.37% | +0.87% | |
| 26 | TFC | Truist Financial CORP | 股票-金融 | 1.63% | -0.01% | +1.18% | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 1.55% | -0.17% | +3.72% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.53% | -0.26% | +1.17% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.52% | -0.09% | +0.68% | |
| 30 | BCE | Bce Inc | 股票-通信服务 | 1.45% | — | -0.87% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.41% | -0.16% | +27.45% | |
| 32 | FNF | Fidelity National Financial | 股票-金融 | 1.40% | -0.06% | +0.82% | |
| 33 | VICI | Vici Properties Inc | 股票-房地产 | 1.39% | -0.20% | — | |
| 34 | MO | Altria Group Inc | 股票-非周期性消费 | 1.37% | +0.01% | +2.36% | |
| 35 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.30% | +0.07% | +2.73% | |
| 36 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.29% | -0.02% | +28.69% | |
| 37 | PLD | Prologis Inc | 股票-房地产 | 1.28% | -0.10% | +1.16% | |
| 38 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.26% | — | +18.49% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.26% | -0.45% | +1.55% | |
| 40 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.22% | +0.67% | +2.38% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.20% | -0.05% | -17.94% | |
| 42 | NNN | Nnn Reit Inc | 股票-房地产 | 1.16% | +0.04% | +1.05% | |
| 43 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.11% | -0.01% | +0.02% | |
| 44 | CMI | Cummins Inc | 股票-工业 | 1.10% | +0.29% | +1.04% | |
| 45 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.08% | -0.04% | +1.79% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.05% | +0.07% | -20.48% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.02% | -0.46% | +0.63% | |
| 48 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.92% | -0.03% | +0.62% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.89% | +0.25% | -33.60% | |
| 50 | PSX | Phillips 66 | 股票-能源 | 0.87% | -0.23% | +3.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VICI | Vici Properties Inc | +1.4% | NEW | 新建仓 |
| 2 | CNQ | Canadian Natural Resources | +0.9% | NEW | 新建仓 |
| 3 | STT | State Street CORP | +0.6% | +26.02% | 加仓 |
| 4 | IYT | Ishares US Transportation Et | +0.5% | NEW | 新建仓 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | +0.78% | 加仓 |
| 6 | GILD | Gilead Sciences Inc | +0.3% | +0.62% | 加仓 |
| 7 | CMCSA | Comcast Corp-class A | +0.3% | +27.45% | 加仓 |
| 8 | HSY | Hershey Co/the | +0.2% | +28.69% | 加仓 |
| 9 | PFE | Pfizer Inc | +0.2% | +19.35% | 加仓 |
| 10 | FNF | Fidelity National Financial | +0.2% | +0.82% | 加仓 |
| 11 | MET | Metlife Inc | +0.1% | +1.99% | 加仓 |
| 12 | ABBV | Abbvie Inc | +0.1% | +0.70% | 加仓 |
| 13 | GLW | Corning Inc | +0.1% | -0.20% | 减仓 |
| 14 | NEE | Nextera Energy Inc | +0.1% | +1.17% | 加仓 |
| 15 | ENB | Enbridge Inc | +0.1% | +3.01% | 加仓 |
| 16 | OGE | Oge Energy CORP | +0.1% | +0.77% | 加仓 |
| 17 | MDT | Medtronic plc | +0.1% | +3.72% | 加仓 |
| 18 | SO | Southern Co/the | +0.1% | +0.09% | 加仓 |
| 19 | LYB | LyondellBasell Industries N.V. | +0.1% | +18.49% | 加仓 |
| 20 | LOW | Lowe's Cos Inc | +0.1% | -0.12% | 减仓 |
| 21 | CINF | Cincinnati Financial CORP | +0.1% | +2.38% | 加仓 |
| 22 | CMI | Cummins Inc | +0.1% | +1.04% | 加仓 |
| 23 | HD | Home Depot Inc | +0.1% | +2.28% | 加仓 |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | +217.57% | 加仓 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +2.20% | 加仓 |
| 26 | MO | Altria Group Inc | 0% | +2.36% | 加仓 |
| 27 | NNN | Nnn Reit Inc | 0% | +1.05% | 加仓 |
| 28 | PLD | Prologis Inc | 0% | +1.16% | 加仓 |
| 29 | PNW | Pinnacle West Capital | 0% | +0.39% | 加仓 |
| 30 | POOL | Pool CORP | 0% | NEW | 新建仓 |
| 31 | AFL | Aflac Inc | 0% | NEW | 新建仓 |
| 32 | ADP | Automatic Data Processing | 0% | +55.75% | 加仓 |
| 33 | ADI | Analog Devices Inc | 0% | NEW | 新建仓 |
| 34 | ACN | Accenture plc | 0% | +4.10% | 加仓 |
| 35 | BN | Brookfield CORP | 0% | NEW | 新建仓 |
| 36 | PH | Parker Hannifin CORP | 0% | NEW | 新建仓 |
| 37 | BMY | Bristol-myers Squibb Co | 0% | NEW | 新建仓 |
| 38 | UNH | Unitedhealth Group Inc | 0% | +11.45% | 加仓 |
| 39 | AAPL | Apple Inc | 0% | +1.02% | 加仓 |
| 40 | TFC | Truist Financial CORP | 0% | +1.18% | 加仓 |
| 41 | AMP | Ameriprise Financial Inc | 0% | +1.79% | 加仓 |
| 42 | KO | Coca-cola Co/the | 0% | +0.24% | 加仓 |
| 43 | PM | Philip Morris International | 0% | -2.83% | 减仓 |
| 44 | KVUE | Kenvue Inc | 0% | +27.60% | 加仓 |
| 45 | ORCL | Oracle CORP | 0% | +6.58% | 加仓 |
| 46 | VSXY | Victoria's Secret & Co | 0% | — | 不变 |
| 47 | NVDA | Nvidia CORP | 0% | +24.44% | 加仓 |
| 48 | FDS | Factset Research Systems Inc | 0% | +12.04% | 加仓 |
| 49 | OKE | Oneok Inc | — | -0.26% | 减仓 |
| 50 | JNJ | Johnson & Johnson | — | +0.68% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Verity & Verity, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$14.5亿，共申报了 116 个公开持股仓位。
在 Q3 2024 季度，Verity & Verity, LLC 按市值排列的前三大核心持股分别为：AVGO (4.8%)、ABBV (3.2%)、GILD (3.0%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.8% 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
VICI
市值: US$1422.9万
本季最大获利了结 / 清仓标的
MSM
前期市值: US$516.3万
在 Q3 2024 季度中，Verity & Verity, LLC 共进行了 109 项持仓异动，包含新建仓 9 个仓位、加仓 64 个仓位、减仓 29 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 VICI。 本季清仓仓位包含 MSM。
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。
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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。