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
131 檔
13.7%
在 Q4 2024 的 13F 官方备案中，Verity & Verity, LLC 管理的美股投资组合规模来到 US$14.5亿，整体持股档数为 131 档。
在 Q4 2024，Verity & Verity, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 22 个新仓位，并对 85 个既有持股进行加仓（合计增持 107 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, GILD, GLW 等）合计占整体申报市值的 13.7%，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 | 6.37% | +0.49% | +5.40% | |
| 2 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 3.19% | -0.46% | +2.93% | |
| 3 | GLW | Corning Inc | 股票-科技 | 2.88% | +0.26% | +2.75% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.15% | +11.17% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.87% | +0.10% | +4.69% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.79% | +0.23% | +5.23% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.75% | +0.05% | +10.50% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 2.54% | -0.26% | +6.72% | |
| 9 | OKE | Oneok Inc | 股票-能源 | 2.53% | -0.23% | +5.81% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.51% | -0.71% | +7.13% | |
| 11 | STT | State Street CORP | 股票-金融 | 2.25% | +0.63% | +4.91% | |
| 12 | AMGN | Amgen Inc | 股票-医疗保健 | 2.20% | -0.11% | +5.59% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 2.17% | +0.12% | +4.95% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.14% | -0.12% | +12.04% | |
| 15 | ENB | Enbridge Inc | 股票-能源 | 2.08% | -0.20% | +8.39% | |
| 16 | PRU | Prudential Financial Inc | 股票-金融 | 1.98% | -0.21% | +5.05% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工业 | 1.91% | +0.02% | +27.90% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.83% | -0.09% | +11.20% | |
| 19 | OGE | Oge Energy CORP | 股票-公用事业 | 1.79% | -0.03% | -7.74% | |
| 20 | MET | Metlife Inc | 股票-金融 | 1.78% | +0.15% | +4.42% | |
| 21 | TFC | Truist Financial CORP | 股票-金融 | 1.68% | -0.01% | +9.63% | |
| 22 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.59% | — | +74.36% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.55% | -0.37% | +8.74% | |
| 24 | TGT | Target CORP | 股票-周期性消费 | 1.53% | — | +7.84% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.53% | -0.02% | +207.53% | |
| 26 | SO | Southern Co/the | 股票-公用事业 | 1.52% | -0.07% | +2.76% | |
| 27 | PFE | Pfizer Inc | 股票-医疗保健 | 1.48% | -0.55% | -8.69% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 1.45% | -0.34% | +10.66% | |
| 29 | MO | Altria Group Inc | 股票-非周期性消费 | 1.43% | +0.01% | +9.53% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | -0.09% | +10.46% | |
| 31 | VICI | Vici Properties Inc | 股票-房地产 | 1.33% | -0.20% | +16.83% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.32% | -0.16% | +11.80% | |
| 33 | MDT | Medtronic plc | 股票-医疗保健 | 1.30% | -0.17% | +1.52% | |
| 34 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.29% | +0.67% | +7.89% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.28% | -0.26% | +6.13% | |
| 36 | FNF | Fidelity National Financial | 股票-金融 | 1.23% | -0.06% | +4.41% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.23% | -0.05% | +13.28% | |
| 38 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.18% | -0.45% | +12.81% | |
| 39 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.17% | -0.04% | +2.82% | |
| 40 | CMI | Cummins Inc | 股票-工业 | 1.12% | +0.29% | +1.59% | |
| 41 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.11% | +0.07% | +9.66% | |
| 42 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.08% | -0.01% | +3.92% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.99% | +0.07% | +8.80% | |
| 44 | NNN | Nnn Reit Inc | 股票-房地产 | 0.99% | +0.04% | +8.74% | |
| 45 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.95% | -0.02% | -10.23% | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.94% | -0.23% | +33.64% | |
| 47 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.94% | +0.57% | — | |
| 48 | PLD | Prologis Inc | 股票-房地产 | 0.92% | -0.10% | -8.08% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.89% | -0.46% | +4.93% | |
| 50 | HD | Home Depot Inc | 股票-周期性消费 | 0.88% | +0.53% | +28.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.6% | +5.40% | 加仓 |
| 2 | VYM | Vanguard High Dvd Yield ETF | +1% | +207.53% | 加仓 |
| 3 | WEC | Wec Energy Group Inc | +0.9% | NEW | 新建仓 |
| 4 | IYZ | Ishares US Telecommunication | +0.6% | NEW | 新建仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +10.50% | 加仓 |
| 6 | LYB | LyondellBasell Industries N.V. | +0.3% | +74.36% | 加仓 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +12.04% | 加仓 |
| 8 | OKE | Oneok Inc | +0.2% | +5.81% | 加仓 |
| 9 | UPS | United Parcel Service-cl B | +0.2% | +27.90% | 加仓 |
| 10 | BX | Blackstone Inc | +0.2% | NEW | 新建仓 |
| 11 | PH | Parker Hannifin CORP | +0.2% | +836.22% | 加仓 |
| 12 | GILD | Gilead Sciences Inc | +0.2% | +2.93% | 加仓 |
| 13 | STT | State Street CORP | +0.2% | +4.91% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.1% | +260.36% | 加仓 |
| 15 | AAPL | Apple Inc | +0.1% | +4.69% | 加仓 |
| 16 | HD | Home Depot Inc | +0.1% | +28.41% | 加仓 |
| 17 | PM | Philip Morris International | +0.1% | +72.89% | 加仓 |
| 18 | CPSS | Consumer Portfolio Services | +0.1% | NEW | 新建仓 |
| 19 | ENB | Enbridge Inc | +0.1% | +8.39% | 加仓 |
| 20 | WMT | Walmart Inc | +0.1% | +90.40% | 加仓 |
| 21 | MS | Morgan Stanley | +0.1% | NEW | 新建仓 |
| 22 | MCD | Mcdonald's CORP | +0.1% | NEW | 新建仓 |
| 23 | AMP | Ameriprise Financial Inc | +0.1% | +2.82% | 加仓 |
| 24 | ACN | Accenture plc | +0.1% | +62.71% | 加仓 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +137.69% | 加仓 |
| 26 | FIS | Fidelity National Info Serv | +0.1% | +35.87% | 加仓 |
| 27 | KO | Coca-cola Co/the | +0.1% | +59.61% | 加仓 |
| 28 | EPD | Enterprise Products Partners | +0.1% | +30.76% | 加仓 |
| 29 | CINF | Cincinnati Financial CORP | +0.1% | +7.89% | 加仓 |
| 30 | PSX | Phillips 66 | +0.1% | +33.64% | 加仓 |
| 31 | ES | Eversource Energy | +0.1% | NEW | 新建仓 |
| 32 | MO | Altria Group Inc | +0.1% | +9.53% | 加仓 |
| 33 | ABT | Abbott Laboratories | +0.1% | +18.16% | 加仓 |
| 34 | WSO | Watsco Inc | +0.1% | NEW | 新建仓 |
| 35 | ITW | Illinois Tool Works | +0.1% | +307.51% | 加仓 |
| 36 | HBAN | Huntington Bancshares Inc | +0.1% | NEW | 新建仓 |
| 37 | DUK | Duke Energy CORP | +0.1% | NEW | 新建仓 |
| 38 | MSFT | Microsoft CORP | +0.1% | +11.17% | 加仓 |
| 39 | TFC | Truist Financial CORP | +0.1% | +9.63% | 加仓 |
| 40 | AXP | American Express Co | 0% | +75.36% | 加仓 |
| 41 | OMC | Omnicom Group | 0% | NEW | 新建仓 |
| 42 | FAST | Fastenal Co | 0% | NEW | 新建仓 |
| 43 | NKE | Nike Inc -cl B | 0% | NEW | 新建仓 |
| 44 | PG | Procter & Gamble Co/the | 0% | +13.28% | 加仓 |
| 45 | KVUE | Kenvue Inc | 0% | +112.61% | 加仓 |
| 46 | BF-B | Brown-forman Corp-class B | 0% | NEW | 新建仓 |
| 47 | GOOGL | Alphabet Inc-cl A | 0% | NEW | 新建仓 |
| 48 | TSLA | Tesla Inc | 0% | NEW | 新建仓 |
| 49 | CFG | Citizens Financial Group | 0% | NEW | 新建仓 |
| 50 | ROK | Rockwell Automation Inc | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Verity & Verity, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$14.5亿，共申报了 131 个公开持股仓位。
在 Q4 2024 季度，Verity & Verity, LLC 按市值排列的前三大核心持股分别为：AVGO (6.4%)、GILD (3.2%)、GLW (2.9%)。其中最大持股仓位 AVGO 占据整体投资组合约 6.4% 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
WEC
市值: US$1027.2万
本季最大获利了结 / 清仓标的
SWKS
前期市值: US$809.6万
在 Q4 2024 季度中，Verity & Verity, LLC 共进行了 125 项持仓异动，包含新建仓 22 个仓位、加仓 85 个仓位、减仓 11 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 WEC。 本季清仓仓位包含 SWKS。
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。