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
711 檔
16.9%
Q4 2024 季度申报显示，Caldwell Trust Co 披露的美股组合总市值为 US$12.4亿，涵盖 711 个不同之权益投资仓位。
在 Q4 2024，Caldwell Trust Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 2 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，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 16.9%，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 711 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 | 6.40% | +0.12% | -1.53% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.01% | -0.02% | -5.29% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.86% | +0.13% | -1.11% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -0.23% | -1.19% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.06% | +0.05% | -2.21% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.68% | +0.27% | -2.59% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 2.16% | -0.06% | -2.23% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | +0.02% | -1.07% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.78% | +0.30% | +0.10% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.60% | +0.14% | +3.33% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.41% | -0.23% | -3.26% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.36% | -0.16% | +1.13% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.34% | +0.04% | -1.26% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.31% | +0.06% | -0.24% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.29% | -0.07% | -1.91% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 1.21% | -0.09% | — | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.19% | -0.21% | -2.03% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | -0.10% | +3.92% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | -0.07% | -1.27% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.09% | -0.23% | -4.40% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.06% | -0.07% | +12.89% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.05% | +0.16% | -2.97% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.03% | +0.13% | +5.94% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | -2.40% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.95% | -0.02% | +10.50% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | -0.11% | -2.98% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.92% | +0.04% | -7.52% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.91% | -0.29% | -4.84% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.89% | -0.09% | +13.39% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | -0.01% | +1.45% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.81% | +0.10% | +9.49% | |
| 32 | AMGN | Amgen Inc | 股票-医疗保健 | 0.80% | -0.21% | +0.01% | |
| 33 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.80% | -0.09% | +8.49% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | +0.08% | -0.11% | |
| 35 | BX | Blackstone Inc | 股票-金融 | 0.77% | -0.05% | -2.16% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.73% | -0.03% | -0.06% | |
| 37 | CAT | Caterpillar Inc | 股票-工业 | 0.70% | +0.35% | -0.92% | |
| 38 | HON | Honeywell International Inc | 股票-工业 | 0.68% | -0.47% | EXIT | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.05% | -2.31% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.63% | -0.09% | +0.39% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | -0.13% | -2.98% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.58% | -0.03% | -2.74% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.57% | +0.01% | +6.57% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.09% | — | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.56% | -0.10% | -4.55% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.48% | -0.02% | +0.71% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.47% | +0.08% | +16.27% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.47% | +0.17% | -1.50% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.45% | +0.12% | +0.61% | |
| 50 | ANET | Arista Networks Inc | 股票-科技 | 0.45% | +0.20% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.4% | -2.21% | 减仓 |
| 2 | AAPL | Apple Inc | +0.3% | -1.53% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.59% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.2% | -5.29% | 减仓 |
| 5 | AVGO | Broadcom Inc | +0.2% | -0.11% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -1.07% | 减仓 |
| 7 | VUG | Vanguard Growth ETF | +0.2% | +118.53% | 加仓 |
| 8 | NFLX | Netflix Inc | +0.1% | +13.13% | 加仓 |
| 9 | CRM | Salesforce Inc | +0.1% | +0.39% | 加仓 |
| 10 | V | Visa Inc-class A Shares | +0.1% | -2.40% | 减仓 |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +12.89% | 加仓 |
| 12 | VTV | Vanguard Value ETF | +0.1% | +207.18% | 加仓 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +22.06% | 加仓 |
| 14 | MUB | Ishares National Muni Bond E | +0.1% | +38.42% | 加仓 |
| 15 | GEHC | GE Healthcare Technology | +0.1% | +814.39% | 加仓 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +46.32% | 加仓 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.33% | 加仓 |
| 18 | AXP | American Express Co | +0.1% | +6.57% | 加仓 |
| 19 | LPLA | Lpl Financial Holdings Inc | +0.1% | -1.46% | 减仓 |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +13.39% | 加仓 |
| 21 | WMT | Walmart Inc | +0.1% | -4.40% | 减仓 |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +9.49% | 加仓 |
| 23 | LULU | Lululemon Athletica Inc | +0.1% | +69.59% | 加仓 |
| 24 | BX | Blackstone Inc | +0.1% | -2.16% | 减仓 |
| 25 | PWR | Quanta Services Inc | +0.1% | +18.29% | 加仓 |
| 26 | COST | Costco Wholesale CORP | +0.1% | +1.13% | 加仓 |
| 27 | CVX | Chevron CORP | -0.1% | -4.84% | 减仓 |
| 28 | ACN | Accenture plc | -0.1% | -12.46% | 减仓 |
| 29 | CAT | Caterpillar Inc | -0.1% | -0.92% | 减仓 |
| 30 | UNP | Union Pacific CORP | -0.1% | -0.06% | 减仓 |
| 31 | LMT | Lockheed Martin CORP | -0.1% | -3.37% | 减仓 |
| 32 | ABBV | Abbvie Inc | -0.1% | -5.33% | 减仓 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -2.31% | 减仓 |
| 34 | GPC | Genuine Parts Co | -0.1% | -4.56% | 减仓 |
| 35 | IWF | Ishares Russell 1000 Growth | -0.1% | -33.20% | 减仓 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -2.74% | 减仓 |
| 37 | PEP | Pepsico Inc | -0.1% | -4.55% | 减仓 |
| 38 | KO | Coca-cola Co/the | -0.1% | -7.78% | 减仓 |
| 39 | MCD | Mcdonald's CORP | -0.1% | -2.03% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.1% | -1.19% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -2.98% | 减仓 |
| 42 | HD | Home Depot Inc | -0.2% | -2.23% | 减仓 |
| 43 | AMGN | Amgen Inc | -0.2% | +0.01% | 加仓 |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | -7.52% | 减仓 |
| 45 | LLY | Eli Lilly & Co | -0.3% | +0.10% | 加仓 |
| 46 | NEE | Nextera Energy Inc | -0.3% | -3.26% | 减仓 |
| 47 | BLK | Blackrock Inc | — | NEW | 新建仓 |
| 48 | BLKCHF | Blackrock Inc | — | EXIT | 清仓 |
| 49 | ANET | Arista Networks Inc | — | NEW | 新建仓 |
| 50 | ANETEUR | Arista Networks Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Caldwell Trust Co 在 Q4 2024 季度的美股持仓总市值约为 US$12.4亿，共申报了 711 个公开持股仓位。
在 Q4 2024 季度，Caldwell Trust Co 按市值排列的前三大核心持股分别为：AAPL (6.4%)、NVDA (5.0%)、SPY (3.9%)。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。
本季最大新建仓标的
BLK
市值: US$1156.7万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$1084.5万
在 Q4 2024 季度中，Caldwell Trust Co 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 18 个仓位、减仓 28 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。