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: 0001121477
申报总市值
US$3.7亿
US$3.7亿
439 檔
20.5%
在 Q1 2024 申报期间，Boyd Watterson Asset Management Llc/oh（CIK: 0001121477）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$3.7亿，共持有 439 个公开申报仓位。
在 Q1 2024，Boyd Watterson Asset Management Llc/oh 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 25 档、减仓 17 档与清仓 2 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，Boyd Watterson Asset Management Llc/oh 的前 5 大核心持股（包含 SPY, MSFT, LLY 等）合计占整体申报市值的 20.5%，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 439 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.53% | -0.10% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.67% | -0.62% | +0.28% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.05% | +0.34% | +6.14% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.68% | +0.28% | -1.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.47% | +0.42% | +3.96% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.18% | -0.14% | +0.32% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.78% | — | — | |
| 8 | ETN | Eaton Corporation plc | 股票-工业 | 2.73% | +0.16% | -0.50% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.70% | — | -0.48% | |
| 10 | AXP | American Express Co | 股票-金融 | 2.33% | -0.05% | +1.18% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.01% | +0.02% | -4.76% | |
| 12 | HON | Honeywell International Inc | 股票-工业 | 2.00% | -2.55% | EXIT | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.88% | -0.73% | +1.18% | |
| 14 | MBB | Ishares Mbs ETF | ETF-其他 | 1.74% | +0.02% | -17.86% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.65% | +0.07% | +1.79% | |
| 16 | CAT | Caterpillar Inc | 股票-工业 | 1.41% | +0.71% | -0.69% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.40% | +0.01% | — | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.31% | -0.13% | +1.00% | |
| 19 | LIN | Linde plc | 股票-原材料 | 1.29% | -0.07% | +0.61% | |
| 20 | IOO | Ishares Global 100 ETF | ETF-其他 | 1.28% | -0.13% | -0.87% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.27% | -0.08% | +13.70% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | — | +0.19% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.26% | +0.76% | -11.62% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.08% | -0.57% | -0.43% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.34% | +1.96% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.05% | -0.13% | -0.54% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.99% | +0.12% | -0.66% | |
| 28 | PH | Parker Hannifin CORP | 股票-工业 | 0.98% | -0.06% | +1.69% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | -0.01% | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.97% | +0.04% | — | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.95% | +0.38% | +2.64% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.92% | -0.24% | -11.96% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.89% | -0.06% | +1.16% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.83% | -0.13% | -1.78% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.80% | -0.39% | +4.75% | |
| 36 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.79% | -0.08% | -7.34% | |
| 37 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.78% | -0.16% | +1.92% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.75% | +0.05% | +2.85% | |
| 39 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.74% | -0.03% | -0.35% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | -0.07% | +12.81% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | -0.05% | — | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.69% | -0.03% | — | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.65% | -0.12% | — | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 0.61% | -0.03% | +2.39% | |
| 45 | TT | Trane Technologies plc | 股票-工业 | 0.59% | +0.01% | -1.09% | |
| 46 | CI | THE Cigna Group | 股票-医疗保健 | 0.58% | -0.03% | — | |
| 47 | USB 4 PERP M债券 | US Bancorp | 债券 | 0.57% | — | — | |
| 48 | TGT | Target CORP | 股票-周期性消费 | 0.57% | — | -1.93% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | -0.03% | — | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.52% | +0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.9% | +6.14% | 加仓 |
| 2 | ETN | Eaton Corporation plc | +0.4% | -0.50% | 减仓 |
| 3 | NVDA | Nvidia CORP | +0.4% | — | 不变 |
| 4 | MRK | Merck & Co. Inc. | +0.3% | +13.70% | 加仓 |
| 5 | AXP | American Express Co | +0.2% | +1.18% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.2% | -1.06% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.32% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.79% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.1% | +0.28% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.1% | -0.69% | 减仓 |
| 11 | C | Citigroup Inc | +0.1% | +178.23% | 加仓 |
| 12 | AMD | Advanced Micro Devices | +0.1% | +87.78% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +1.18% | 加仓 |
| 14 | PH | Parker Hannifin CORP | +0.1% | +1.69% | 加仓 |
| 15 | REGN | Regeneron Pharmaceuticals | +0.1% | +30.03% | 加仓 |
| 16 | QCOM | Qualcomm Inc | +0.1% | +2.64% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.96% | 加仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +3.34% | 加仓 |
| 19 | CRM | Salesforce Inc | +0.1% | +4.75% | 加仓 |
| 20 | PSX | Phillips 66 | +0.1% | — | 不变 |
| 21 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +12.81% | 加仓 |
| 22 | TT | Trane Technologies plc | +0.1% | -1.09% | 减仓 |
| 23 | TGT | Target CORP | +0.1% | -1.93% | 减仓 |
| 24 | GE | General Electric | +0.1% | +8.79% | 加仓 |
| 25 | CI | THE Cigna Group | +0.1% | — | 不变 |
| 26 | LIN | Linde plc | 0% | +0.61% | 加仓 |
| 27 | EMR | Emerson Electric Co | 0% | +2.39% | 加仓 |
| 28 | MRSH | Marsh & Mclennan Cos | 0% | +10.95% | 加仓 |
| 29 | ABBV | Abbvie Inc | 0% | -4.76% | 减仓 |
| 30 | GS | Goldman Sachs Group Inc | 0% | +9.60% | 加仓 |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 0% | -11.62% | 减仓 |
| 32 | VOO | Vanguard S&p 500 ETF | — | — | 不变 |
| 33 | PG | Procter & Gamble Co/the | — | -0.43% | 减仓 |
| 34 | TMO | Thermo Fisher Scientific Inc | — | +1.16% | 加仓 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 36 | IOO | Ishares Global 100 ETF | 0% | -0.87% | 减仓 |
| 37 | MDY | State Street Spdr S&p Midcap | 0% | — | 不变 |
| 38 | CVX | Chevron CORP | 0% | +1.96% | 加仓 |
| 39 | V | Visa Inc-class A Shares | 0% | +0.19% | 加仓 |
| 40 | VGSH | Vanguard Short-term Treasury | -0.1% | -63.72% | 减仓 |
| 41 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | EXIT | 清仓 |
| 42 | PYPL | Paypal Holdings Inc | -0.1% | -42.88% | 减仓 |
| 43 | PFE | Pfizer Inc | -0.2% | -28.68% | 减仓 |
| 44 | BA | Boeing Co/the | -0.2% | -1.72% | 减仓 |
| 45 | INTC | Intel CORP | -0.2% | +2.85% | 加仓 |
| 46 | PEP | Pepsico Inc | -0.2% | -11.96% | 减仓 |
| 47 | WBA | Walgreens Boots Alliance Inc | -0.2% | EXIT | 清仓 |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.3% | -99.64% | 减仓 |
| 49 | MBB | Ishares Mbs ETF | -0.6% | -17.86% | 减仓 |
| 50 | AAPL | Apple Inc | -0.7% | -0.48% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Boyd Watterson Asset Management Llc/oh 在 Q1 2024 季度的美股持仓总市值约为 US$3.7亿，共申报了 439 个公开持股仓位。
在 Q1 2024 季度，Boyd Watterson Asset Management Llc/oh 按市值排列的前三大核心持股分别为：SPY (8.5%)、MSFT (7.7%)、LLY (4.0%)。其中最大持股仓位 SPY 占据整体投资组合约 8.5% 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
WBA
前期市值: US$52.5万
在 Q1 2024 季度中，Boyd Watterson Asset Management Llc/oh 共进行了 44 项持仓异动，包含新建仓 0 个仓位、加仓 25 个仓位、减仓 17 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 WBA。
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。