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
305 檔
19.0%
在 Q4 2024 的 13F 官方备案中，Clifford Swan Investment Counsel LLC 管理的美股投资组合规模来到 US$31.2亿，整体持股档数为 305 档。
在 Q4 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 121 个仓位并完全清仓 12 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 19.0%，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 305 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 | 6.26% | +0.25% | -1.24% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -0.20% | -1.70% | |
| 3 | UPS | United Parcel Service-cl B | 股票-工业 | 3.99% | +0.03% | +1.29% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.55% | -0.46% | -1.85% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.89% | +0.54% | -1.67% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | -0.09% | -2.01% | |
| 7 | ANET | Arista Networks Inc | 股票-科技 | 2.44% | +0.52% | — | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.18% | -0.40% | +0.06% | |
| 9 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.87% | -0.19% | -0.41% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | +0.05% | -2.84% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.70% | -0.57% | -0.78% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.62% | -0.11% | -0.51% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.42% | +0.07% | +0.03% | |
| 14 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 1.40% | -0.17% | -5.07% | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 1.33% | -0.04% | -5.25% | |
| 16 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.29% | -0.31% | +392.26% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | -0.07% | -1.38% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.23% | +0.05% | -0.02% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | -0.42% | -0.94% | |
| 20 | EMR | Emerson Electric Co | 股票-工业 | 1.17% | +0.02% | -2.15% | |
| 21 | FAST | Fastenal Co | 股票-工业 | 1.14% | -0.06% | -0.89% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.09% | +0.18% | -0.51% | |
| 23 | SYK | Stryker CORP | 股票-医疗保健 | 1.08% | -0.09% | -0.72% | |
| 24 | CTVA | Corteva Inc | 股票-原材料 | 1.05% | -0.10% | +0.10% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | +0.08% | -0.24% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 0.99% | -0.21% | -1.35% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.99% | +0.19% | -1.27% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | -0.05% | -2.25% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.91% | -0.16% | -0.32% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.91% | +0.34% | -3.92% | |
| 31 | HPQ | Hp Inc | 股票-科技 | 0.89% | +0.03% | -1.61% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | -0.02% | +0.02% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.87% | -0.12% | -1.87% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.87% | -0.08% | -6.58% | |
| 35 | MCK | Mckesson CORP | 股票-医疗保健 | 0.86% | -0.21% | -2.49% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.85% | +0.34% | -1.38% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.85% | -0.16% | -5.68% | |
| 38 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.81% | -0.04% | +1.67% | |
| 39 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.80% | +0.18% | -4.74% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.76% | -0.21% | -1.24% | |
| 41 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.72% | -0.32% | EXIT | |
| 42 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.70% | +0.05% | -0.81% | |
| 43 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.68% | +0.03% | -0.33% | |
| 44 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.66% | -0.05% | -3.66% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.06% | +0.04% | |
| 46 | KMX | Carmax Inc | 股票-周期性消费 | 0.65% | +0.06% | +2.83% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.63% | -0.16% | +3.70% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | -0.15% | +4.84% | |
| 49 | PH | Parker Hannifin CORP | 股票-工业 | 0.61% | +0.02% | — | |
| 50 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.61% | -0.02% | -4.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +2.4% | NEW | 新建仓 |
| 2 | AAPL | Apple Inc | +0.5% | -1.24% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.67% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.2% | +0.03% | 加仓 |
| 5 | WFC | Wells Fargo & Co | +0.2% | -5.25% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -2.84% | 减仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.51% | 减仓 |
| 8 | EMR | Emerson Electric Co | +0.1% | -2.15% | 减仓 |
| 9 | AXP | American Express Co | +0.1% | -0.02% | 减仓 |
| 10 | MCK | Mckesson CORP | +0.1% | -2.49% | 减仓 |
| 11 | ALSN | Allison Transmission Holding | +0.1% | -5.07% | 减仓 |
| 12 | FERG | Ferguson Enterprises Inc | +0.1% | +111.13% | 加仓 |
| 13 | BKNG | Booking Holdings Inc | +0.1% | -4.74% | 减仓 |
| 14 | COST | Costco Wholesale CORP | +0.1% | -1.85% | 减仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -1.38% | 减仓 |
| 16 | EW | Edwards Lifesciences CORP | +0.1% | -0.33% | 减仓 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.24% | 加仓 |
| 18 | AVGO | Broadcom Inc | +0.1% | — | 不变 |
| 19 | DIS | Walt Disney Co/the | +0.1% | -3.93% | 减仓 |
| 20 | TPR | Tapestry Inc | +0.1% | -2.80% | 减仓 |
| 21 | SYY | Sysco CORP | +0.1% | +11.98% | 加仓 |
| 22 | KMX | Carmax Inc | +0.1% | +2.83% | 加仓 |
| 23 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 24 | LH | Labcorp Holdings Inc | +0.1% | +1.67% | 加仓 |
| 25 | GS | Goldman Sachs Group Inc | 0% | +0.07% | 加仓 |
| 26 | HON | Honeywell International Inc | 0% | -0.12% | 减仓 |
| 27 | BA | Boeing Co/the | 0% | -2.91% | 减仓 |
| 28 | WMT | Walmart Inc | 0% | -4.39% | 减仓 |
| 29 | PYPL | Paypal Holdings Inc | 0% | -3.66% | 减仓 |
| 30 | AON | Aon plc | 0% | +18.99% | 加仓 |
| 31 | ENTG | Entegris Inc | 0% | +24.22% | 加仓 |
| 32 | NVDA | Nvidia CORP | 0% | -1.15% | 减仓 |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -6.58% | 减仓 |
| 34 | JNJ | Johnson & Johnson | 0% | +0.02% | 加仓 |
| 35 | ACN | Accenture plc | 0% | +0.06% | 加仓 |
| 36 | ENR | Energizer Holdings Inc | 0% | — | 不变 |
| 37 | WBD | Warner Bros Discovery Inc | 0% | -9.45% | 减仓 |
| 38 | TSLA | Tesla Inc | 0% | -1.23% | 减仓 |
| 39 | ADP | Automatic Data Processing | 0% | -1.71% | 减仓 |
| 40 | CMI | Cummins Inc | 0% | — | 不变 |
| 41 | META | Meta Platforms Inc-class A | 0% | +0.04% | 加仓 |
| 42 | FAST | Fastenal Co | 0% | -0.89% | 减仓 |
| 43 | GEV | GE Vernova Inc | 0% | -4.66% | 减仓 |
| 44 | OKE | Oneok Inc | 0% | -1.76% | 减仓 |
| 45 | XLK | Ss Technology Select Sector | 0% | — | 不变 |
| 46 | BNY | Bank Of New York Mellon CORP | 0% | -3.65% | 减仓 |
| 47 | TRMB | Trimble Inc | 0% | NEW | 新建仓 |
| 48 | WMB | Williams Cos Inc | 0% | NEW | 新建仓 |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | NEW | 新建仓 |
| 50 | SCHW | Schwab (charles) CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Clifford Swan Investment Counsel LLC 在 Q4 2024 季度的美股持仓总市值约为 US$31.2亿，共申报了 305 个公开持股仓位。
在 Q4 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 (6.3%)、MSFT (4.6%)、UPS (4.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.3% 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
ANET
市值: US$6784.1万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$6050.3万
在 Q4 2024 季度中，Clifford Swan Investment Counsel LLC 共进行了 168 项持仓异动，包含新建仓 5 个仓位、加仓 30 个仓位、减仓 121 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。