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: 0001588340
申报总市值
US$314.4亿
US$314.4亿
1076 檔
20.1%
在 Q3 2024 申报期间，Vontobel Holding Ltd.（CIK: 0001588340）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$314.4亿，共持有 1076 个公开申报仓位。
在 Q3 2024，Vontobel Holding Ltd. 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 1 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，Vontobel Holding Ltd. 的前 5 大核心持股（包含 MSFT, AMZN, KO 等）合计占整体申报市值的 20.1%，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 1076 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 | 6.18% | -1.51% | -2.13% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.71% | -0.38% | -2.77% | |
| 3 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.64% | -0.19% | -10.02% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 3.10% | -0.22% | -4.58% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.73% | +0.22% | -17.69% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.56% | +0.03% | -22.22% | |
| 7 | CME | Cme Group Inc | 股票-金融 | 2.45% | -1.20% | -2.73% | |
| 8 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.38% | -0.71% | -0.15% | |
| 9 | ALC | Alcon Inc. | 股票-医疗保健 | 2.37% | -0.10% | -6.85% | |
| 10 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.26% | -0.01% | -3.40% | |
| 11 | ADBE | Adobe Inc | 股票-科技 | 2.12% | -0.02% | -1.88% | |
| 12 | RBA | Rb Global Inc | 股票-工业 | 2.00% | — | -0.41% | |
| 13 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.79% | -0.02% | +2.73% | |
| 14 | UBS | UBS Group AG | 股票-金融 | 1.61% | +0.48% | +0.16% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.58% | -0.72% | -3.33% | |
| 16 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.58% | -1.04% | -30.20% | |
| 17 | SNPS | Synopsys Inc | 股票-科技 | 1.58% | +0.06% | +4.69% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.57% | +0.13% | -3.40% | |
| 19 | ICE | Intercontinental Exchange In | 股票-金融 | 1.52% | -0.35% | -12.74% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.51% | +1.17% | -7.25% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.40% | -0.08% | -15.48% | |
| 22 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 1.29% | — | +3.22% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 1.20% | -0.48% | -15.64% | |
| 24 | INTU | Intuit Inc | 股票-科技 | 1.19% | -0.73% | +4.69% | |
| 25 | VMC | Vulcan Materials Co | 股票-原材料 | 1.11% | -0.31% | +7.14% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 1.08% | -0.05% | -0.26% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.05% | -0.04% | +7.53% | |
| 28 | LOGI | Logitech International S.A. | 股票-科技 | 1.05% | -0.17% | -17.50% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.02% | +0.01% | +11.90% | |
| 30 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.98% | +0.10% | +25.51% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.98% | +0.09% | -1.06% | |
| 32 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.96% | +0.01% | -3.13% | |
| 33 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.85% | -0.01% | -15.59% | |
| 34 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.85% | -0.25% | -4.65% | |
| 35 | AMT | American Tower CORP | 股票-房地产 | 0.78% | -0.24% | -6.20% | |
| 36 | CRH | CRH plc | 股票-原材料 | 0.77% | -0.20% | -4.77% | |
| 37 | LIN | Linde plc | 股票-原材料 | 0.69% | +0.80% | -6.90% | |
| 38 | PGR | Progressive CORP | 股票-金融 | 0.68% | -0.17% | -15.81% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.63% | +0.42% | -5.28% | |
| 40 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.63% | -0.98% | -14.59% | |
| 41 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.59% | +0.02% | -31.64% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.58% | +0.01% | -7.79% | |
| 43 | KLAC | Kla CORP | 股票-科技 | 0.57% | +0.39% | -10.06% | |
| 44 | KEYS | Keysight Technologies In | 股票-科技 | 0.55% | -0.03% | +0.99% | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.52% | -0.01% | -6.55% | |
| 46 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.45% | +0.05% | +22.23% | |
| 47 | CPRT | Copart Inc | 股票-工业 | 0.45% | -0.24% | -0.16% | |
| 48 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.45% | -0.06% | -34.47% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | +0.04% | -4.86% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.41% | -0.10% | -14.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IDXX | Idexx Laboratories Inc | +0.4% | +3325.00% | 加仓 |
| 2 | FLUT | Flutter Entertainment plc | +0.3% | +3.22% | 加仓 |
| 3 | NKE | Nike Inc -cl B | +0.3% | +25.51% | 加仓 |
| 4 | BF-B | Brown-forman Corp-class B | +0.2% | NEW | 新建仓 |
| 5 | ACN | Accenture plc | +0.2% | +7.53% | 加仓 |
| 6 | CME | Cme Group Inc | +0.2% | -2.73% | 减仓 |
| 7 | SW | Smurfit Westrock Plc | +0.2% | NEW | 新建仓 |
| 8 | ABT | Abbott Laboratories | +0.2% | -0.15% | 减仓 |
| 9 | CL | Colgate-palmolive Co | +0.2% | +224.62% | 加仓 |
| 10 | MA | Mastercard Inc - A | +0.2% | -4.58% | 减仓 |
| 11 | FERG | Ferguson Enterprises Inc | +0.2% | NEW | 新建仓 |
| 12 | MDLZ | Mondelez International Inc-a | +0.2% | -3.40% | 减仓 |
| 13 | PEP | Pepsico Inc | +0.1% | +11.90% | 加仓 |
| 14 | CPA | Copa Holdings, S.A. | +0.1% | +7848.88% | 加仓 |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | -3.33% | 减仓 |
| 16 | CRH | CRH plc | +0.1% | -4.77% | 减仓 |
| 17 | VZ | Verizon Communications Inc | +0.1% | +22.23% | 加仓 |
| 18 | RACE | Ferrari N.V. | +0.1% | +91.43% | 加仓 |
| 19 | AAPL | Apple Inc | +0.1% | -0.26% | 减仓 |
| 20 | BDX | Becton Dickinson And Co | +0.1% | +2.73% | 加仓 |
| 21 | RBA | Rb Global Inc | +0.1% | -0.41% | 减仓 |
| 22 | ALC | Alcon Inc. | +0.1% | -6.85% | 减仓 |
| 23 | AMT | American Tower CORP | +0.1% | -6.20% | 减仓 |
| 24 | VMC | Vulcan Materials Co | +0.1% | +7.14% | 加仓 |
| 25 | KEYS | Keysight Technologies In | +0.1% | +0.99% | 加仓 |
| 26 | UBS | UBS Group AG | +0.1% | +0.16% | 加仓 |
| 27 | AON | Aon plc | +0.1% | +150.35% | 加仓 |
| 28 | UNP | Union Pacific CORP | +0.1% | -1.06% | 减仓 |
| 29 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -28.67% | 减仓 |
| 30 | TCOM | Trip.com Group Ltd-adr | -0.1% | -34.47% | 减仓 |
| 31 | APH | Amphenol Corp-cl A | -0.1% | -14.23% | 减仓 |
| 32 | KLAC | Kla CORP | -0.1% | -10.06% | 减仓 |
| 33 | ISRG | Intuitive Surgical Inc | -0.1% | -62.70% | 减仓 |
| 34 | MELI | Mercadolibre Inc | -0.1% | -31.64% | 减仓 |
| 35 | CASY | Casey's General Stores Inc | -0.1% | -14.59% | 减仓 |
| 36 | AMAT | Applied Materials Inc | -0.2% | -5.28% | 减仓 |
| 37 | HDB | Hdfc Bank Ltd-adr | -0.2% | -25.56% | 减仓 |
| 38 | NVDA | Nvidia CORP | -0.2% | -7.25% | 减仓 |
| 39 | FERG | Ferguson Enterprises Inc. | -0.2% | EXIT | 清仓 |
| 40 | SNPS | Synopsys Inc | -0.2% | +4.69% | 加仓 |
| 41 | ADBE | Adobe Inc | -0.2% | -1.88% | 减仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.40% | 减仓 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -15.48% | 减仓 |
| 44 | LOGI | Logitech International S.A. | -0.3% | -17.50% | 减仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.3% | -22.22% | 减仓 |
| 46 | AMZN | Amazon.com Inc | -0.3% | -2.77% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.4% | -2.13% | 减仓 |
| 48 | V | Visa Inc-class A Shares | -0.5% | -62.60% | 减仓 |
| 49 | BSX | Boston Scientific CORP | -0.5% | -30.20% | 减仓 |
| 50 | GOOG | Alphabet Inc-cl C | -0.9% | -17.69% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Vontobel Holding Ltd. 在 Q3 2024 季度的美股持仓总市值约为 US$314.4亿，共申报了 1076 个公开持股仓位。
在 Q3 2024 季度，Vontobel Holding Ltd. 按市值排列的前三大核心持股分别为：MSFT (6.2%)、AMZN (4.7%)、KO (3.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.2% 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
BF-B
市值: US$7247.7万
本季最大获利了结 / 清仓标的
FERG
前期市值: US$5407.3万
在 Q3 2024 季度中，Vontobel Holding Ltd. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 15 个仓位、减仓 31 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BF-B。 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。