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: 0002010186
申报总市值
US$79.9亿
US$79.9亿
1124 檔
18.7%
Bartlett & Co. Wealth Management LLC 在 Q4 2024 季度的美股仓位总计估值为 US$79.9亿，分散于 1124 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Bartlett & Co. Wealth Management LLC 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 23 档、减仓 27 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Bartlett & Co. Wealth Management LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOG 等）合计占整体申报市值的 18.7%，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 1124 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 | AAPL | Apple Inc | 股票-科技 | 6.39% | +0.14% | -1.02% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.96% | -0.59% | +0.88% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.95% | -0.65% | +0.09% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.73% | -0.02% | +0.42% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.70% | +0.11% | +0.11% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.65% | +0.12% | -1.04% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.56% | -0.44% | +1.58% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.54% | -0.01% | +1.13% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.47% | +0.08% | +0.57% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.03% | -0.17% | -0.72% | |
| 11 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.95% | -0.10% | -3.27% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.91% | -0.08% | -1.05% | |
| 13 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.75% | -0.04% | -0.40% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | — | +11.12% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.52% | -0.24% | +1.54% | |
| 16 | LIN | Linde plc | 股票-原材料 | 1.41% | +0.04% | +2.44% | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.41% | -0.17% | -1.12% | |
| 18 | AMGN | Amgen Inc | 股票-医疗保健 | 1.36% | +0.11% | -2.24% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.36% | -0.03% | +0.04% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.30% | +0.09% | +1.84% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.29% | +0.07% | -0.58% | |
| 22 | DE | Deere & Co | 股票-工业 | 1.26% | +0.11% | -0.10% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.24% | -0.19% | -0.01% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.22% | -0.12% | +1.89% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.18% | -0.10% | +5.50% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 1.14% | -0.33% | +3.28% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.13% | -0.15% | +1.82% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.12% | -0.19% | -1.36% | |
| 29 | ADI | Analog Devices Inc | 股票-科技 | 1.06% | -0.04% | -2.03% | |
| 30 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 1.01% | -0.02% | +1.57% | |
| 31 | FDX | Fedex CORP | 股票-工业 | 0.99% | -0.03% | -7.86% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.96% | -0.02% | -1.22% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.95% | +0.01% | +1.91% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | +0.08% | -1.06% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.89% | -0.11% | +3.02% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.86% | -0.08% | -0.20% | |
| 37 | WM | Waste Management Inc | 股票-工业 | 0.81% | -0.05% | +0.77% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.80% | -0.01% | -0.98% | |
| 39 | ITW | Illinois Tool Works | 股票-工业 | 0.78% | +0.03% | -0.80% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.78% | -0.02% | +2.78% | |
| 41 | AMT | American Tower CORP | 股票-房地产 | 0.76% | -0.01% | -9.22% | |
| 42 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.72% | -0.26% | -6.92% | |
| 43 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.71% | +0.01% | +0.62% | |
| 44 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.70% | +0.06% | -0.35% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | +0.10% | +3.54% | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.64% | -0.03% | +2.96% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | +0.02% | -1.04% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.61% | -0.02% | -0.07% | |
| 49 | ASML | ASML Holding N.V. | 股票-科技 | 0.59% | +0.44% | +3.54% | |
| 50 | GD | General Dynamics CORP | 股票-工业 | 0.55% | -0.08% | +2.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | +0.09% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.4% | +1.58% | 加仓 |
| 3 | AAPL | Apple Inc | +0.4% | -1.02% | 减仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | -1.04% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.3% | +11.12% | 加仓 |
| 6 | CRM | Salesforce Inc | +0.3% | +1.89% | 加仓 |
| 7 | MA | Mastercard Inc - A | +0.2% | +1.13% | 加仓 |
| 8 | TMUS | T-mobile US Inc | +0.2% | +2939.39% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.01% | 减仓 |
| 10 | CFR | Cullen/frost Bankers Inc | +0.1% | +0.62% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +5.50% | 加仓 |
| 12 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +33.09% | 加仓 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.57% | 加仓 |
| 14 | TSLA | Tesla Inc | +0.1% | -1.78% | 减仓 |
| 15 | COST | Costco Wholesale CORP | +0.1% | -0.72% | 减仓 |
| 16 | WMT | Walmart Inc | +0.1% | -0.34% | 减仓 |
| 17 | INTU | Intuit Inc | +0.1% | +3.28% | 加仓 |
| 18 | AXP | American Express Co | +0.1% | +0.64% | 加仓 |
| 19 | CHWY | Chewy Inc - Class A | 0% | +1502983.33% | 加仓 |
| 20 | AVGO | Broadcom Inc | 0% | -0.08% | 减仓 |
| 21 | MSFT | Microsoft CORP | 0% | +0.88% | 加仓 |
| 22 | UNP | Union Pacific CORP | 0% | -1.76% | 减仓 |
| 23 | LLY | Eli Lilly & Co | 0% | -0.60% | 减仓 |
| 24 | MDLZ | Mondelez International Inc-a | 0% | -5.62% | 减仓 |
| 25 | ABBV | Abbvie Inc | 0% | -1.38% | 减仓 |
| 26 | KO | Coca-cola Co/the | 0% | -7.58% | 减仓 |
| 27 | PG | Procter & Gamble Co/the | -0.1% | +0.42% | 加仓 |
| 28 | QCOM | Qualcomm Inc | -0.1% | +3.02% | 加仓 |
| 29 | DHR | Danaher CORP | -0.1% | -1.55% | 减仓 |
| 30 | FDX | Fedex CORP | -0.1% | -7.86% | 减仓 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -4.60% | 减仓 |
| 32 | GD | General Dynamics CORP | -0.1% | +2.52% | 加仓 |
| 33 | CP | Canadian Pacific Kansas City | -0.1% | -2.40% | 减仓 |
| 34 | DUK | Duke Energy CORP | -0.1% | -1.22% | 减仓 |
| 35 | NKE | Nike Inc -cl B | -0.1% | -6.42% | 减仓 |
| 36 | ASML | ASML Holding N.V. | -0.1% | +3.54% | 加仓 |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +1.84% | 加仓 |
| 38 | ADI | Analog Devices Inc | -0.1% | -2.03% | 减仓 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -1.06% | 减仓 |
| 40 | PEP | Pepsico Inc | -0.2% | -1.12% | 减仓 |
| 41 | LIN | Linde plc | -0.2% | +2.44% | 加仓 |
| 42 | NEE | Nextera Energy Inc | -0.2% | +1.82% | 加仓 |
| 43 | CDW | Cdw Corp/de | -0.2% | -3.14% | 减仓 |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | -0.58% | 减仓 |
| 45 | ZTS | Zoetis Inc | -0.2% | -6.92% | 减仓 |
| 46 | BAH | Booz Allen Hamilton Holdings | -0.2% | +1.57% | 加仓 |
| 47 | LOW | Lowe's Cos Inc | -0.2% | -3.27% | 减仓 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.2% | +0.04% | 加仓 |
| 49 | AMT | American Tower CORP | -0.3% | -9.22% | 减仓 |
| 50 | AMGN | Amgen Inc | -0.4% | -2.24% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bartlett & Co. Wealth Management LLC 在 Q4 2024 季度的美股持仓总市值约为 US$79.9亿，共申报了 1124 个公开持股仓位。
在 Q4 2024 季度，Bartlett & Co. Wealth Management LLC 按市值排列的前三大核心持股分别为：AAPL (6.4%)、MSFT (6.0%)、GOOG (4.0%)。其中最大持股仓位 AAPL 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。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$4.1亿
在 Q4 2024 季度中，Bartlett & Co. Wealth Management LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 23 个仓位、减仓 27 个仓位以及清仓 0 个仓位。
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。