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: 0002080218
申报总市值
US$12.4亿
US$12.4亿
703 檔
16.2%
在 Q3 2024 的 13F 官方备案中，Caldwell Trust Co 管理的美股投资组合规模来到 US$12.4亿，整体持股档数为 703 档。
在 Q3 2024，Caldwell Trust Co 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 24 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，Caldwell Trust Co 的前 5 大核心持股（包含 AAPL, NVDA, SPY 等）合计占整体申报市值的 16.2%，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 703 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 | 6.08% | +0.12% | +0.45% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.81% | -0.02% | -6.47% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.84% | +0.13% | -1.38% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.68% | -0.23% | -1.13% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.67% | +0.05% | -1.95% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.42% | +0.27% | -2.66% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 2.31% | -0.06% | -3.43% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.06% | +0.30% | -1.81% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.72% | -0.23% | -2.01% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | +0.02% | -1.48% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.52% | +0.14% | +6.85% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.37% | +0.04% | -1.87% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.35% | +0.06% | -3.09% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.31% | -0.16% | +0.87% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.29% | -0.21% | -5.30% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.24% | -0.07% | -0.19% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | -0.07% | -5.82% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.15% | +0.04% | -3.21% | |
| 19 | BLKCHF | Blackrock Inc | 股票-其他 | 1.14% | — | -1.50% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.13% | -0.10% | -0.56% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | -0.11% | -4.05% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | +0.16% | -3.08% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 1.02% | -0.23% | -2.82% | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 1.00% | -0.21% | +1.05% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.99% | +0.13% | +1.30% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.97% | -0.29% | -1.09% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.96% | -0.07% | +1.28% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.90% | -0.02% | +9.11% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | — | -0.67% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.82% | -0.09% | +3.81% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | -0.01% | -4.10% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.80% | -0.03% | +2.11% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.77% | +0.35% | -0.20% | |
| 34 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.75% | -0.09% | +19.52% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | +0.10% | +12.19% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.05% | +0.36% | |
| 37 | BX | Blackstone Inc | 股票-金融 | 0.71% | -0.05% | +0.71% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.68% | -0.03% | +5.99% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.66% | -0.10% | -7.20% | |
| 40 | HON | Honeywell International Inc | 股票-工业 | 0.65% | -0.47% | EXIT | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.64% | -0.13% | -1.33% | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.59% | +0.08% | +917.65% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.58% | -0.09% | — | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.53% | +0.05% | +2.16% | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.52% | -0.02% | -2.99% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.51% | -0.09% | -2.78% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.49% | +0.01% | +8.30% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | -0.02% | +2.68% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.05% | +3.53% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | +0.08% | +1.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +0.45% | 加仓 |
| 2 | HD | Home Depot Inc | +0.2% | -3.43% | 减仓 |
| 3 | NEE | Nextera Energy Inc | +0.2% | -2.01% | 减仓 |
| 4 | BLKCHF | Blackrock Inc | +0.1% | -1.50% | 减仓 |
| 5 | META | Meta Platforms Inc-class A | +0.1% | +65.37% | 加仓 |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +19.52% | 加仓 |
| 7 | BX | Blackstone Inc | +0.1% | +0.71% | 加仓 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.85% | 加仓 |
| 9 | MCD | Mcdonald's CORP | +0.1% | -5.30% | 减仓 |
| 10 | WMT | Walmart Inc | +0.1% | -2.82% | 减仓 |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +12.19% | 加仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | -0.20% | 减仓 |
| 13 | AXP | American Express Co | +0.1% | +8.30% | 加仓 |
| 14 | ANETEUR | Arista Networks Inc | +0.1% | +24.90% | 加仓 |
| 15 | MA | Mastercard Inc - A | +0.1% | -0.19% | 减仓 |
| 16 | ORCL | Oracle CORP | +0.1% | +4.81% | 加仓 |
| 17 | PWR | Quanta Services Inc | +0.1% | +33.86% | 加仓 |
| 18 | TT | Trane Technologies plc | +0.1% | +200.00% | 加仓 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | -3.21% | 减仓 |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | +9.11% | 加仓 |
| 21 | ABBV | Abbvie Inc | +0.1% | +2.16% | 加仓 |
| 22 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +91.87% | 加仓 |
| 23 | CMG | Chipotle Mexican Grill Inc | +0.1% | +97.54% | 加仓 |
| 24 | KR | Kroger Co | +0.1% | +461.19% | 加仓 |
| 25 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.30% | 加仓 |
| 26 | ACN | Accenture plc | +0.1% | +3.53% | 加仓 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | -3.62% | 减仓 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +36.34% | 加仓 |
| 29 | KO | Coca-cola Co/the | +0.1% | +2.68% | 加仓 |
| 30 | TMUS | T-mobile US Inc | +0.1% | +3.55% | 加仓 |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +11.37% | 加仓 |
| 32 | UNP | Union Pacific CORP | 0% | +2.11% | 加仓 |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +3.81% | 加仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.82% | 减仓 |
| 36 | JNJ | Johnson & Johnson | 0% | -4.05% | 减仓 |
| 37 | RSP | Invesco S&p 500 Equal Weight | — | -3.09% | 减仓 |
| 38 | COST | Costco Wholesale CORP | — | +0.87% | 加仓 |
| 39 | MDY | State Street Spdr S&p Midcap | 0% | -1.87% | 减仓 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.38% | 减仓 |
| 41 | NKE | Nike Inc -cl B | -0.1% | -71.47% | 减仓 |
| 42 | QCOM | Qualcomm Inc | -0.1% | -5.02% | 减仓 |
| 43 | HON | Honeywell International Inc | -0.1% | -7.28% | 减仓 |
| 44 | CVX | Chevron CORP | -0.1% | -1.09% | 减仓 |
| 45 | BXSL | Blackstone Secured Lending F | -0.2% | -43.79% | 减仓 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -1.81% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -0.3% | -1.95% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.4% | -1.13% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | -2.66% | 减仓 |
| 50 | NVDA | Nvidia CORP | -0.7% | -6.47% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Caldwell Trust Co 在 Q3 2024 季度的美股持仓总市值约为 US$12.4亿，共申报了 703 个公开持股仓位。
在 Q3 2024 季度，Caldwell Trust Co 按市值排列的前三大核心持股分别为：AAPL (6.1%)、NVDA (4.8%)、SPY (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.1% 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
NVDA
前期市值: US$4983.5万
在 Q3 2024 季度中，Caldwell Trust Co 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 25 个仓位、减仓 24 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。