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: 0001565854
申报总市值
US$43.4亿
US$43.4亿
146 檔
37.1%
在 Q4 2024 申报期间，Zimmer Partners, LP（CIK: 0001565854）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$43.4亿，共持有 146 个公开申报仓位。
Zimmer Partners, LP 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 48 个全新仓位及加仓 41 档持股的同时，亦同步清仓 47 档并减仓 47 档标的。
在资产配置集中度方面，Zimmer Partners, LP 的前 5 大核心持股（包含 WELL, BA, TRGP 等）合计占整体申报市值的 37.1%，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 | WELL | Welltower Inc | 股票-房地产 | 7.23% | +0.54% | +0.39% | |
| 2 | BA | Boeing Co/the | 股票-工业 | 6.78% | — | — | |
| 3 | TRGP | Targa Resources CORP | 股票-能源 | 5.11% | -0.77% | +19.08% | |
| 4 | PCG | P G & E CORP | 股票-公用事业 | 4.40% | +2.16% | +84.93% | |
| 5 | XEL | Xcel Energy Inc | 股票-公用事业 | 4.27% | -0.74% | +1625.74% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 4.16% | — | — | |
| 7 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 4.09% | -0.08% | -9.27% | |
| 8 | EVRG | Evergy Inc | 股票-公用事业 | 3.93% | — | -10.86% | |
| 9 | DUK | Duke Energy CORP | 股票-公用事业 | 3.76% | -1.16% | +40.61% | |
| 10 | FE | Firstenergy CORP | 股票-公用事业 | 3.37% | -0.03% | EXIT | |
| 11 | SRE | Sempra | 股票-公用事业 | 2.88% | +0.32% | — | |
| 12 | TXNM | Txnm Energy Inc | 股票-公用事业 | 2.86% | -2.16% | EXIT | |
| 13 | HE | Hawaiian Electric Inds | 股票-公用事业 | 2.55% | -0.54% | EXIT | |
| 14 | KGS | Kodiak Gas Services Inc | 股票-其他 | 2.36% | +1.03% | +88.09% | |
| 15 | POR | Portland General Electric Co | 股票-公用事业 | 1.73% | — | +25.17% | |
| 16 | AEE | Ameren Corporation | 股票-公用事业 | 1.59% | — | -65.10% | |
| 17 | CMS | Cms Energy CORP | 股票-公用事业 | 1.54% | — | — | |
| 18 | AEP | American Electric Power | 股票-公用事业 | 1.52% | — | +104.04% | |
| 19 | BKH | Black Hills CORP | 股票-公用事业 | 1.48% | -1.12% | -6.63% | |
| 20 | FANG | Diamondback Energy Inc | 股票-能源 | 1.48% | — | +2.94% | |
| 21 | CTRE | Caretrust Reit Inc | 股票-房地产 | 1.36% | +0.06% | -15.27% | |
| 22 | KD | Kyndryl Holdings Inc | 股票-科技 | 1.34% | — | -17.48% | |
| 23 | DTM | Dt Midstream Inc | 股票-能源 | 1.28% | — | — | |
| 24 | D | Dominion Energy Inc | 股票-公用事业 | 1.25% | -0.75% | EXIT | |
| 25 | VTR | Ventas Inc | 股票-房地产 | 1.17% | — | — | |
| 26 | SWX | Southwest Gas Holdings Inc | 股票-公用事业 | 1.11% | -1.05% | +884.45% | |
| 27 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.08% | -1.37% | — | |
| 28 | GTES | Gates Industrial Corporation plc | 股票-工业 | 0.92% | — | -38.45% | |
| 29 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 0.90% | -0.49% | EXIT | |
| 30 | EG | Everest Group, Ltd. | 股票-金融 | 0.86% | — | +8.93% | |
| 31 | ADT | Adt Inc | 股票-工业 | 0.84% | — | — | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.76% | +0.22% | NEW | |
| 33 | FCPT | Four Corners Property Trust | 股票-房地产 | 0.66% | -0.01% | — | |
| 34 | TDG | Transdigm Group Inc | 股票-工业 | 0.63% | -0.52% | +221.33% | |
| 35 | FLNC | Fluence Energy Inc | 股票-其他 | 0.59% | — | +757.72% | |
| 36 | ✓ | Fidelis Insurance Hldgs Ltd | 股票-其他 | 0.55% | — | — | |
| 37 | SR | Spire Inc | 股票-公用事业 | 0.52% | — | — | |
| 38 | LNG | Cheniere Energy Inc | 股票-能源 | 0.51% | +2.20% | -90.06% | |
| 39 | PH | Parker Hannifin CORP | 股票-工业 | 0.47% | +0.85% | +60.98% | |
| 40 | PACS | Pacs Group Inc | 股票-其他 | 0.44% | -0.11% | EXIT | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.43% | +0.34% | NEW | |
| 42 | BKV | Bkv Corporation | 股票-其他 | 0.42% | -0.29% | +1.38% | |
| 43 | YORW | York Water Co | 股票-其他 | 0.42% | +0.46% | +5.22% | |
| 44 | WMS | Advanced Drainage Systems In | 股票-工业 | 0.42% | — | — | |
| 45 | FVR | Frontview Reit Inc | 股票-其他 | 0.41% | -0.16% | EXIT | |
| 46 | SNY | Sanofi-adr | 股票-医疗保健 | 0.41% | — | +21.32% | |
| 47 | HESM | Hess Midstream LP - Class A | 股票-其他 | 0.40% | +0.58% | — | |
| 48 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.40% | — | — | |
| 49 | AHR | American Healthcare Reit Inc | 股票-房地产 | 0.39% | +0.92% | NEW | |
| 50 | AES | Aes CORP | 股票-公用事业 | 0.39% | — | +8650.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +6.8% | NEW | 新建仓 |
| 2 | AJG | Arthur J Gallagher & Co | +4.2% | NEW | 新建仓 |
| 3 | XEL | Xcel Energy Inc | +4% | +1625.74% | 加仓 |
| 4 | PCG | P G & E CORP | +1.9% | +84.93% | 加仓 |
| 5 | CMS | Cms Energy CORP | +1.5% | NEW | 新建仓 |
| 6 | KGS | Kodiak Gas Services Inc | +1.4% | +88.09% | 加仓 |
| 7 | TRGP | Targa Resources CORP | +1.3% | +19.08% | 加仓 |
| 8 | DTM | Dt Midstream Inc | +1.3% | NEW | 新建仓 |
| 9 | D | Dominion Energy Inc | +1.3% | NEW | 新建仓 |
| 10 | VTR | Ventas Inc | +1.2% | NEW | 新建仓 |
| 11 | KMI | Kinder Morgan, Inc. | +1.1% | NEW | 新建仓 |
| 12 | SWX | Southwest Gas Holdings Inc | +1% | +884.45% | 加仓 |
| 13 | ADT | Adt Inc | +0.8% | NEW | 新建仓 |
| 14 | NEE | Nextera Energy Inc | +0.8% | NEW | 新建仓 |
| 15 | DUK | Duke Energy CORP | +0.7% | +40.61% | 加仓 |
| 16 | FCPT | Four Corners Property Trust | +0.7% | NEW | 新建仓 |
| 17 | AEP | American Electric Power | +0.6% | +104.04% | 加仓 |
| 18 | ✓ | Fidelis Insurance Hldgs Ltd | +0.6% | NEW | 新建仓 |
| 19 | SR | Spire Inc | +0.5% | NEW | 新建仓 |
| 20 | FLNC | Fluence Energy Inc | +0.5% | +757.72% | 加仓 |
| 21 | WMS | Advanced Drainage Systems In | +0.4% | NEW | 新建仓 |
| 22 | FVR | Frontview Reit Inc | +0.4% | NEW | 新建仓 |
| 23 | TDG | Transdigm Group Inc | +0.4% | +221.33% | 加仓 |
| 24 | HESM | Hess Midstream LP - Class A | +0.4% | NEW | 新建仓 |
| 25 | ED | Consolidated Edison Inc | +0.4% | NEW | 新建仓 |
| 26 | FE | Firstenergy CORP | +0.4% | +33.42% | 加仓 |
| 27 | ETR | Entergy CORP | +0.4% | NEW | 新建仓 |
| 28 | PFE | Pfizer Inc | +0.4% | NEW | 新建仓 |
| 29 | AES | Aes CORP | +0.4% | +8650.00% | 加仓 |
| 30 | BMY | Bristol-myers Squibb Co | +0.4% | NEW | 新建仓 |
| 31 | APD | Air Products & Chemicals Inc | +0.3% | NEW | 新建仓 |
| 32 | DAL | Delta Air Lines Inc | +0.2% | NEW | 新建仓 |
| 33 | ONB | Old National Bancorp | +0.2% | NEW | 新建仓 |
| 34 | KD | Kyndryl Holdings Inc | +0.2% | -17.48% | 减仓 |
| 35 | SLG | Sl Green Realty CORP | +0.2% | NEW | 新建仓 |
| 36 | PH | Parker Hannifin CORP | +0.2% | +60.98% | 加仓 |
| 37 | WMB | Williams Cos Inc | +0.2% | NEW | 新建仓 |
| 38 | UAL | United Airlines Holdings Inc | +0.1% | NEW | 新建仓 |
| 39 | GE | General Electric | +0.1% | +85.38% | 加仓 |
| 40 | POR | Portland General Electric Co | +0.1% | +25.17% | 加仓 |
| 41 | TOL | Toll Brothers Inc | +0.1% | +185.71% | 加仓 |
| 42 | ECHO | Echostar Corp-a | +0.1% | NEW | 新建仓 |
| 43 | SNCY | Sun Country Airlines Holding | +0.1% | NEW | 新建仓 |
| 44 | PSA | Public Storage | +0.1% | NEW | 新建仓 |
| 45 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 46 | SWTXUSD | Springworks Therapeutics Inc | +0.1% | NEW | 新建仓 |
| 47 | BBIO | Bridgebio Pharma Inc | +0.1% | NEW | 新建仓 |
| 48 | TXNM | Txnm Energy Inc | +0.1% | -3.01% | 减仓 |
| 49 | BKV | Bkv Corporation | +0.1% | +1.38% | 加仓 |
| 50 | KLC | Kindercare Learning Cos Inc | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Zimmer Partners, LP 在 Q4 2024 季度的美股持仓总市值约为 US$43.4亿，共申报了 146 个公开持股仓位。
在 Q4 2024 季度，Zimmer Partners, LP 按市值排列的前三大核心持股分别为：WELL (7.2%)、BA (6.8%)、TRGP (5.1%)。其中最大持股仓位 WELL 占据整体投资组合约 7.2% 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
BA
市值: US$3.9亿
本季最大获利了结 / 清仓标的
PNW
前期市值: US$2.6亿
在 Q4 2024 季度中，Zimmer Partners, LP 共进行了 183 项持仓异动，包含新建仓 48 个仓位、加仓 41 个仓位、减仓 47 个仓位以及清仓 47 个仓位。 其中最大新建仓标的为 BA。 本季清仓仓位包含 PNW。
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。
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