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: 0001531809
申报总市值
US$14.6亿
US$14.6亿
100 檔
13.5%
CapWealth Advisors, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$14.6亿，分散于 100 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，CapWealth Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 3 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，CapWealth Advisors, LLC 的前 5 大核心持股（包含 WMB, BRK-B, PLTR 等）合计占整体申报市值的 13.5%，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 | WMB | Williams Cos Inc | 股票-能源 | 4.85% | -0.24% | -3.79% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.83% | -0.07% | -2.87% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.29% | -0.43% | -3.00% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.10% | -1.68% | |
| 5 | DOW | Dow Inc | 股票-原材料 | 3.46% | -0.96% | +100.14% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 3.42% | +0.21% | -5.08% | |
| 7 | BAC | Bank Of America CORP | 股票-金融 | 3.41% | +0.14% | +0.29% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 3.37% | -0.19% | -3.30% | |
| 9 | GE | General Electric | 股票-工业 | 2.99% | +0.48% | -1.18% | |
| 10 | NFLX | Netflix Inc | 股票-通信服务 | 2.78% | -0.02% | -3.48% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.76% | -0.74% | -0.57% | |
| 12 | LUMN | Lumen Technologies Inc | 股票-通信服务 | 2.73% | +0.13% | +4.32% | |
| 13 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.57% | -0.40% | -1.66% | |
| 14 | DHI | Dr Horton Inc | 股票-周期性消费 | 2.51% | +0.18% | -0.33% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.40% | +0.50% | -1.18% | |
| 16 | EQIX | Equinix Inc | 股票-房地产 | 2.40% | -0.01% | +0.65% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.34% | -0.01% | -2.90% | |
| 18 | GLW | Corning Inc | 股票-科技 | 2.34% | +2.62% | +0.82% | |
| 19 | GEV | GE Vernova Inc | 股票-工业 | 2.24% | +0.29% | -2.60% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事业 | 2.22% | -0.17% | +1.02% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.18% | -0.10% | +1.45% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 2.15% | +0.02% | -1.99% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.09% | -0.12% | -3.10% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.04% | +0.12% | +0.04% | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.77% | -0.20% | +0.63% | |
| 26 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.66% | +0.67% | +1.62% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.61% | -0.02% | EXIT | |
| 28 | SNA | Snap-on Inc | 股票-工业 | 1.60% | — | +1.67% | |
| 29 | HON | Honeywell International Inc | 股票-工业 | 1.48% | -1.19% | EXIT | |
| 30 | DVN | Devon Energy CORP | 股票-能源 | 1.41% | — | -1.06% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.25% | -0.05% | -0.92% | |
| 32 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.21% | -0.04% | +413.57% | |
| 33 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.19% | -0.19% | +1.46% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 1.16% | +0.05% | +4.11% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 1.15% | -0.01% | -2.15% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 1.11% | +0.10% | -1.59% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | +0.20% | +1.73% | |
| 38 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.03% | -0.02% | EXIT | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.85% | -0.05% | +1.39% | |
| 40 | GNRC | Generac Holdings Inc | 股票-工业 | 0.77% | -0.73% | EXIT | |
| 41 | CARR | Carrier Global CORP | 股票-工业 | 0.75% | -0.49% | EXIT | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.73% | -0.08% | +205.92% | |
| 43 | MCHI | Ishares Msci China ETF | ETF-新兴市场 | 0.63% | — | -4.78% | |
| 44 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.61% | — | -0.48% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.61% | -0.01% | +0.19% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.57% | -0.04% | +4.11% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.54% | -0.35% | -18.55% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.44% | +0.29% | +3.38% | |
| 49 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.39% | — | +23.58% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.28% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.1% | -3.00% | 减仓 |
| 2 | DOW | Dow Inc | +1.1% | +100.14% | 加仓 |
| 3 | WMB | Williams Cos Inc | +0.6% | -3.79% | 减仓 |
| 4 | NFLX | Netflix Inc | +0.5% | -3.48% | 减仓 |
| 5 | GEV | GE Vernova Inc | +0.5% | -2.60% | 减仓 |
| 6 | BAC | Bank Of America CORP | +0.4% | +0.29% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +0.04% | 加仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.18% | 减仓 |
| 9 | SNA | Snap-on Inc | +0.3% | +1.67% | 加仓 |
| 10 | GILD | Gilead Sciences Inc | +0.2% | -1.66% | 减仓 |
| 11 | HON | Honeywell International Inc | +0.2% | +3.27% | 加仓 |
| 12 | EQIX | Equinix Inc | +0.2% | +0.65% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.73% | 加仓 |
| 14 | GLW | Corning Inc | +0.2% | +0.82% | 加仓 |
| 15 | SONY | Sony Group CORP - Sp Adr | +0.1% | +413.57% | 加仓 |
| 16 | AAPL | Apple Inc | +0.1% | -1.99% | 减仓 |
| 17 | WSM | Williams-sonoma Inc | +0.1% | -0.48% | 减仓 |
| 18 | FXI | Ishares China Large-cap ETF | +0.1% | +23.58% | 加仓 |
| 19 | ET | Energy Transfer LP | 0% | NEW | 新建仓 |
| 20 | GNRC | Generac Holdings Inc | 0% | -1.87% | 减仓 |
| 21 | SYK | Stryker CORP | 0% | -2.15% | 减仓 |
| 22 | UPS | United Parcel Service-cl B | 0% | +4.11% | 加仓 |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | EXIT | 清仓 |
| 24 | CVX | Chevron CORP | 0% | -0.57% | 减仓 |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | EXIT | 清仓 |
| 26 | HD | Home Depot Inc | -0.1% | -1.59% | 减仓 |
| 27 | NEE | Nextera Energy Inc | -0.1% | +3.38% | 加仓 |
| 28 | HCA | Hca Healthcare Inc | -0.1% | -7.22% | 减仓 |
| 29 | MCHI | Ishares Msci China ETF | -0.1% | -4.78% | 减仓 |
| 30 | DUK | Duke Energy CORP | -0.1% | +1.02% | 加仓 |
| 31 | MSFT | Microsoft CORP | -0.1% | -1.68% | 减仓 |
| 32 | VZ | Verizon Communications Inc | -0.1% | +3.40% | 加仓 |
| 33 | TSCO | Tractor Supply Company | -0.1% | +386.33% | 加仓 |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -18.55% | 减仓 |
| 35 | HSY | Hershey Co/the | -0.1% | +1.46% | 加仓 |
| 36 | CARR | Carrier Global CORP | -0.1% | -0.36% | 减仓 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.87% | 减仓 |
| 38 | IBM | Intl Business Machines CORP | -0.2% | -5.08% | 减仓 |
| 39 | PEP | Pepsico Inc | -0.2% | +0.63% | 加仓 |
| 40 | AMGN | Amgen Inc | -0.2% | +1.39% | 加仓 |
| 41 | KO | Coca-cola Co/the | -0.2% | -0.92% | 减仓 |
| 42 | JNJ | Johnson & Johnson | -0.2% | +1.45% | 加仓 |
| 43 | RTX | Rtx CORP | -0.3% | -3.30% | 减仓 |
| 44 | DVN | Devon Energy CORP | -0.3% | -1.06% | 减仓 |
| 45 | MRK | Merck & Co. Inc. | -0.4% | -2.90% | 减仓 |
| 46 | GE | General Electric | -0.4% | -1.18% | 减仓 |
| 47 | CVS | Cvs Health CORP | -0.6% | +1.62% | 加仓 |
| 48 | LUMN | Lumen Technologies Inc | -0.7% | +4.32% | 加仓 |
| 49 | DHI | Dr Horton Inc | -0.9% | -0.33% | 减仓 |
| 50 | INTC | Intel CORP | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，CapWealth Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$14.6亿，共申报了 100 个公开持股仓位。
在 Q4 2024 季度，CapWealth Advisors, LLC 按市值排列的前三大核心持股分别为：WMB (4.8%)、BRK-B (4.8%)、PLTR (4.3%)。其中最大持股仓位 WMB 占据整体投资组合约 4.8% 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
ET
市值: US$33.5万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$1215.7万
在 Q4 2024 季度中，CapWealth Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 21 个仓位、减仓 25 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 ET。 本季清仓仓位包含 INTC。
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。