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: 0002033609
申报总市值
US$8.1亿
US$8.1亿
130 檔
9.1%
截至 Q2 2024 季度末，Capital Investment Counsel, LLC 的美股持仓估值约为 US$8.1亿，全数申报仓位共有 130 档。
在 Q2 2024 期间，Capital Investment Counsel, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Capital Investment Counsel, LLC 的前 5 大核心持股（包含 AVGO, MSFT, AAPL 等）合计占整体申报市值的 9.1%，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 | AVGO | Broadcom Inc | 股票-科技 | 3.43% | +0.15% | +0.60% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.15% | +2.09% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.99% | +0.06% | +6.23% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.35% | -0.26% | +9.83% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.30% | +0.03% | +8.62% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.28% | +0.21% | +5.50% | |
| 7 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 2.20% | +1.25% | +3.11% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.19% | -0.58% | +7.29% | |
| 9 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 2.14% | -0.11% | — | |
| 10 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 2.07% | — | +6.24% | |
| 11 | ARES | Ares Management CORP - A | 股票-金融 | 1.82% | -0.05% | +4.76% | |
| 12 | PWB | Invesco Large Cap Growth ETF | ETF-大型股与成长 | 1.80% | +0.32% | +14.84% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.79% | +0.23% | +9.05% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.75% | +0.01% | +5.56% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.74% | +0.09% | +4.76% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.65% | +0.02% | +6.25% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.61% | -0.10% | -5.45% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.49% | +0.05% | +470.07% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 1.48% | +0.58% | +5.59% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工业 | 1.47% | -0.48% | +6.71% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | +0.02% | +3.29% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.37% | -0.26% | +5.23% | |
| 23 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.36% | -0.10% | +5.19% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -0.39% | +2529.93% | |
| 25 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 1.35% | — | +10.88% | |
| 26 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 1.33% | +0.13% | +5.46% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.32% | — | +13.53% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.29% | — | +5.28% | |
| 29 | ROP | Roper Technologies Inc | 股票-科技 | 1.27% | — | +9.79% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.24% | -0.09% | +10.59% | |
| 31 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.21% | +0.07% | +6.70% | |
| 32 | IQLT | Ishares Msci International Q | ETF-其他 | 1.17% | -0.03% | — | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 1.16% | -0.01% | +9.09% | |
| 34 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.15% | +0.06% | +4.89% | |
| 35 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.15% | -0.01% | +5.94% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 1.14% | — | +7.26% | |
| 37 | DE | Deere & Co | 股票-工业 | 1.12% | +0.02% | +8.02% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 1.12% | — | +7.01% | |
| 39 | SO | Southern Co/the | 股票-公用事业 | 1.11% | -0.08% | +3.78% | |
| 40 | GIS | General Mills Inc | 股票-非周期性消费 | 1.10% | — | +8.05% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 1.09% | -0.84% | +5.85% | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 1.08% | -0.05% | +6.71% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.07% | -0.16% | +12.69% | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 1.00% | +0.01% | +7.07% | |
| 45 | EOG | Eog Resources Inc | 股票-能源 | 0.96% | — | +10.94% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.96% | — | +11.46% | |
| 47 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.95% | -0.09% | +14.06% | |
| 48 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 0.95% | -0.25% | +645.43% | |
| 49 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.94% | -0.04% | +9.55% | |
| 50 | SPGI | S&p Global Inc | 股票-金融 | 0.91% | -0.56% | +5.62% |
根据 SEC 官方 Form 13F 申报备案，Capital Investment Counsel, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$8.1亿，共申报了 130 个公开持股仓位。
在 Q2 2024 季度，Capital Investment Counsel, LLC 按市值排列的前三大核心持股分别为：AVGO (3.4%)、MSFT (3.3%)、AAPL (3.0%)。其中最大持股仓位 AVGO 占据整体投资组合约 3.4% 的权重。
在 Q2 2024 季度中，Capital Investment Counsel, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。
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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。
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。