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: 0001034642
申报总市值
US$31.2亿
US$31.2亿
312 檔
19.1%
Q3 2024 季度申报显示，Clifford Swan Investment Counsel LLC 披露的美股组合总市值为 US$31.2亿，涵盖 312 个不同之权益投资仓位。
在 Q3 2024，Clifford Swan Investment Counsel LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 104 个仓位并完全清仓 4 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，Clifford Swan Investment Counsel LLC 的前 5 大核心持股（包含 AAPL, MSFT, UPS 等）合计占整体申报市值的 19.1%，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 312 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 | 5.81% | +0.25% | -2.39% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.20% | -0.89% | |
| 3 | UPS | United Parcel Service-cl B | 股票-工业 | 4.20% | +0.03% | +0.50% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.45% | -0.46% | -3.11% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.92% | -0.09% | -3.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.54% | +0.54% | +0.61% | |
| 7 | ACN | Accenture plc | 股票-科技 | 2.15% | -0.40% | -0.56% | |
| 8 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.14% | — | -3.94% | |
| 9 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.03% | -0.19% | -0.63% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.72% | -0.57% | +0.21% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.64% | -0.11% | -1.28% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | +0.05% | -2.17% | |
| 13 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.41% | -0.31% | -0.42% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | -0.07% | -2.66% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | -0.42% | -0.80% | |
| 16 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 1.29% | -0.17% | -0.90% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.19% | +0.07% | +1.01% | |
| 18 | FAST | Fastenal Co | 股票-工业 | 1.12% | -0.06% | -0.14% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.11% | -0.04% | -7.75% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.11% | +0.05% | -0.77% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.10% | +0.08% | -3.84% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.09% | +0.19% | -1.95% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.08% | +0.34% | +3.57% | |
| 24 | SYK | Stryker CORP | 股票-医疗保健 | 1.08% | -0.09% | -1.39% | |
| 25 | CTVA | Corteva Inc | 股票-原材料 | 1.07% | -0.10% | +9.57% | |
| 26 | EMR | Emerson Electric Co | 股票-工业 | 1.04% | +0.02% | -9.64% | |
| 27 | INTU | Intuit Inc | 股票-科技 | 0.98% | -0.21% | -1.33% | |
| 28 | HPQ | Hp Inc | 股票-科技 | 0.98% | +0.03% | -2.65% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | -0.05% | -0.64% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.95% | +0.18% | -0.35% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.94% | -0.16% | -0.30% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.93% | -0.16% | -4.09% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.88% | -0.12% | -1.69% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | -0.02% | +0.46% | |
| 35 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.85% | -0.32% | EXIT | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.84% | -0.08% | +12.71% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.82% | +0.08% | -0.69% | |
| 38 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.78% | -0.02% | -1.04% | |
| 39 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.77% | +0.05% | -0.45% | |
| 40 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.76% | -0.04% | — | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.76% | -0.21% | +1.09% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | +0.34% | -1.18% | |
| 43 | MCK | Mckesson CORP | 股票-医疗保健 | 0.75% | -0.21% | -0.49% | |
| 44 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.70% | +0.18% | -0.38% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.67% | +0.97% | +18.54% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.66% | -0.15% | -0.55% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.65% | -0.16% | +13.83% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.64% | +0.02% | -3.59% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.64% | -0.05% | +20.12% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.06% | -14.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LH | Labcorp Holdings Inc | +0.8% | NEW | 新建仓 |
| 2 | LOW | Lowe's Cos Inc | +0.3% | -0.63% | 减仓 |
| 3 | BMY | Bristol-myers Squibb Co | +0.2% | +12.71% | 加仓 |
| 4 | ALSN | Allison Transmission Holding | +0.2% | -0.90% | 减仓 |
| 5 | ACN | Accenture plc | +0.2% | -0.56% | 减仓 |
| 6 | ORCL | Oracle CORP | +0.2% | -1.28% | 减仓 |
| 7 | PYPL | Paypal Holdings Inc | +0.2% | +7.83% | 加仓 |
| 8 | LMBS | First Trust Low Duration Opp | +0.2% | +38.93% | 加仓 |
| 9 | AAPL | Apple Inc | +0.1% | -2.39% | 减仓 |
| 10 | MDLZ | Mondelez International Inc-a | +0.1% | +20.12% | 加仓 |
| 11 | AON | Aon plc | +0.1% | NEW | 新建仓 |
| 12 | CTVA | Corteva Inc | +0.1% | +9.57% | 加仓 |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | +3.57% | 加仓 |
| 14 | RTX | Rtx CORP | +0.1% | -0.30% | 减仓 |
| 15 | AXP | American Express Co | +0.1% | -0.77% | 减仓 |
| 16 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建仓 |
| 17 | PH | Parker Hannifin CORP | +0.1% | +0.02% | 加仓 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.91% | 减仓 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +0.46% | 加仓 |
| 20 | HD | Home Depot Inc | +0.1% | +6.55% | 加仓 |
| 21 | FAST | Fastenal Co | +0.1% | -0.14% | 减仓 |
| 22 | MCD | Mcdonald's CORP | +0.1% | -4.09% | 减仓 |
| 23 | SBUX | Starbucks CORP | +0.1% | -3.59% | 减仓 |
| 24 | SYY | Sysco CORP | +0.1% | +13.21% | 加仓 |
| 25 | GLD | Spdr Gold Shares | +0.1% | +1.09% | 加仓 |
| 26 | A | Agilent Technologies Inc | +0.1% | -0.45% | 减仓 |
| 27 | NKE | Nike Inc -cl B | +0.1% | -1.98% | 减仓 |
| 28 | MMM | 3m Co | +0.1% | -5.46% | 减仓 |
| 29 | AMTM | Amentum Holdings Inc | +0.1% | NEW | 新建仓 |
| 30 | ABBV | Abbvie Inc | +0.1% | -3.84% | 减仓 |
| 31 | CAT | Caterpillar Inc | +0.1% | -0.84% | 减仓 |
| 32 | EBAY | Ebay Inc | +0.1% | -0.54% | 减仓 |
| 33 | WMT | Walmart Inc | +0.1% | -0.60% | 减仓 |
| 34 | PM | Philip Morris International | +0.1% | -1.04% | 减仓 |
| 35 | PSA | Public Storage | +0.1% | — | 不变 |
| 36 | IBM | Intl Business Machines CORP | +0.1% | -2.32% | 减仓 |
| 37 | KEYS | Keysight Technologies In | +0.1% | -0.06% | 减仓 |
| 38 | JNJ | Johnson & Johnson | 0% | -2.66% | 减仓 |
| 39 | NOC | Northrop Grumman CORP | 0% | +0.10% | 加仓 |
| 40 | ADP | Automatic Data Processing | 0% | -1.65% | 减仓 |
| 41 | LMT | Lockheed Martin CORP | 0% | -1.88% | 减仓 |
| 42 | CSCO | Cisco Systems Inc | 0% | -1.18% | 减仓 |
| 43 | KMX | Carmax Inc | 0% | +5.37% | 加仓 |
| 44 | PFE | Pfizer Inc | 0% | +6.65% | 加仓 |
| 45 | CARR | Carrier Global CORP | 0% | -4.85% | 减仓 |
| 46 | IJR | Ishares Core S&p Small-cap E | 0% | +4.87% | 加仓 |
| 47 | DOW | Dow Inc | 0% | +54.24% | 加仓 |
| 48 | TSCO | Tractor Supply Company | 0% | -0.42% | 减仓 |
| 49 | IFF | Intl Flavors & Fragrances | 0% | -1.04% | 减仓 |
| 50 | ABT | Abbott Laboratories | 0% | -1.69% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Clifford Swan Investment Counsel LLC 在 Q3 2024 季度的美股持仓总市值约为 US$31.2亿，共申报了 312 个公开持股仓位。
在 Q3 2024 季度，Clifford Swan Investment Counsel LLC 按市值排列的前三大核心持股分别为：AAPL (5.8%)、MSFT (4.7%)、UPS (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.8% 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
LH
市值: US$2153.9万
本季最大获利了结 / 清仓标的
Laboratory Corp. of America
前期市值: US$1750.2万
在 Q3 2024 季度中，Clifford Swan Investment Counsel LLC 共进行了 168 项持仓异动，包含新建仓 13 个仓位、加仓 47 个仓位、减仓 104 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 LH。 本季清仓仓位包含 Laboratory Corp. of America。
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。