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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001034642
申报总市值
US$31.2亿
US$31.2亿
313 檔
18.4%
截至 Q2 2025 季度末，Clifford Swan Investment Counsel LLC 的美股持仓估值约为 US$31.2亿，全数申报仓位共有 313 档。
在 Q2 2025，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 109 个仓位并完全清仓 8 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 MSFT, AAPL, COST 等）合计占整体申报市值的 18.4%，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 313 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 | MSFT | Microsoft CORP | 股票-科技 | 5.38% | -0.20% | +0.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.94% | +0.25% | -0.98% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.63% | -0.46% | -1.67% | |
| 4 | UPS | United Parcel Service-cl B | 股票-工业 | 3.40% | +0.03% | +5.68% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.93% | -0.09% | -1.82% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.68% | +0.54% | +0.84% | |
| 7 | ANET | Arista Networks Inc | 股票-科技 | 2.08% | +0.52% | -0.90% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.06% | -0.11% | -1.06% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.92% | +0.05% | -2.45% | |
| 10 | ACN | Accenture plc | 股票-科技 | 1.84% | -0.40% | +2.05% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.62% | -0.57% | -1.24% | |
| 12 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.60% | -0.19% | -1.17% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.41% | +0.07% | +1.67% | |
| 14 | CTVA | Corteva Inc | 股票-原材料 | 1.36% | -0.10% | +0.18% | |
| 15 | AXP | American Express Co | 股票-金融 | 1.35% | +0.05% | +3.87% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 1.33% | -0.04% | -3.33% | |
| 17 | FAST | Fastenal Co | 股票-工业 | 1.29% | -0.06% | +92.48% | |
| 18 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.25% | -0.31% | -0.10% | |
| 19 | EMR | Emerson Electric Co | 股票-工业 | 1.23% | +0.02% | +0.27% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 1.21% | -0.21% | -0.53% | |
| 21 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 1.20% | -0.17% | -0.65% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | -0.07% | -3.19% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.18% | +0.34% | +86.05% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | -0.42% | -2.70% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | -0.02% | -1.86% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 1.14% | -0.09% | -0.69% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 1.13% | -0.16% | +0.28% | |
| 28 | MCK | Mckesson CORP | 股票-医疗保健 | 1.01% | -0.21% | -5.58% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.00% | -0.12% | -1.30% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.00% | +0.18% | +0.09% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | +0.08% | -1.03% | |
| 32 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.96% | -0.04% | +2.26% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.94% | +0.19% | -3.95% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | +0.34% | -1.80% | |
| 35 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.91% | +0.18% | -0.04% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | -0.05% | -1.27% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.83% | -0.16% | -0.42% | |
| 38 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.82% | -0.21% | -6.66% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | -0.06% | -0.43% | |
| 40 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.73% | -0.15% | +10.80% | |
| 41 | SYY | Sysco CORP | 股票-非周期性消费 | 0.72% | +0.06% | +6.94% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.71% | -0.05% | +0.78% | |
| 43 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.70% | +0.03% | -0.01% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.67% | +0.08% | +44.31% | |
| 45 | PH | Parker Hannifin CORP | 股票-工业 | 0.66% | +0.02% | — | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 0.65% | +0.01% | -2.18% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.65% | -0.16% | +2.35% | |
| 48 | HPQ | Hp Inc | 股票-科技 | 0.64% | +0.03% | -1.17% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.61% | -0.02% | -6.03% | |
| 50 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.60% | +0.05% | -0.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +0.05% | 加仓 |
| 2 | ORCL | Oracle CORP | +0.7% | -1.06% | 减仓 |
| 3 | ANET | Arista Networks Inc | +0.4% | -0.90% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.84% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -1.86% | 减仓 |
| 6 | INTU | Intuit Inc | +0.2% | -0.53% | 减仓 |
| 7 | FERG | Ferguson Enterprises Inc | +0.2% | +24.07% | 加仓 |
| 8 | AXP | American Express Co | +0.2% | +3.87% | 加仓 |
| 9 | EMR | Emerson Electric Co | +0.2% | +0.27% | 加仓 |
| 10 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +44.31% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -2.45% | 减仓 |
| 12 | CTVA | Corteva Inc | +0.2% | +0.18% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +1.67% | 加仓 |
| 14 | BKNG | Booking Holdings Inc | +0.2% | -0.04% | 减仓 |
| 15 | META | Meta Platforms Inc-class A | +0.2% | -0.43% | 减仓 |
| 16 | ALLE | Allegion plc | +0.2% | +149.86% | 加仓 |
| 17 | ENTG | Entegris Inc | +0.1% | +56.46% | 加仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | +3.94% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +0.82% | 加仓 |
| 20 | HPE | Hewlett Packard Enterprise | +0.1% | — | 不变 |
| 21 | LH | Labcorp Holdings Inc | +0.1% | +2.26% | 加仓 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +0.09% | 加仓 |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | +86.05% | 加仓 |
| 24 | DIS | Walt Disney Co/the | +0.1% | -6.03% | 减仓 |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | — | 不变 |
| 26 | GNRC | Generac Holdings Inc | +0.1% | NEW | 新建仓 |
| 27 | RTX | Rtx CORP | +0.1% | +0.28% | 加仓 |
| 28 | PH | Parker Hannifin CORP | +0.1% | — | 不变 |
| 29 | CAT | Caterpillar Inc | +0.1% | +0.01% | 加仓 |
| 30 | TSLA | Tesla Inc | +0.1% | +65.18% | 加仓 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | -1.80% | 减仓 |
| 32 | CPAY | Corpay Inc | +0.1% | NEW | 新建仓 |
| 33 | WFC | Wells Fargo & Co | 0% | -3.33% | 减仓 |
| 34 | PM | Philip Morris International | 0% | -2.18% | 减仓 |
| 35 | GE | General Electric | 0% | +0.05% | 加仓 |
| 36 | IBM | Intl Business Machines CORP | 0% | -1.85% | 减仓 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +40.63% | 加仓 |
| 38 | GEV | GE Vernova Inc | 0% | +0.02% | 加仓 |
| 39 | UNP | Union Pacific CORP | 0% | +14.73% | 加仓 |
| 40 | SYY | Sysco CORP | 0% | +6.94% | 加仓 |
| 41 | PYPL | Paypal Holdings Inc | 0% | -2.37% | 减仓 |
| 42 | BA | Boeing Co/the | 0% | -6.42% | 减仓 |
| 43 | TT | Trane Technologies plc | 0% | -0.66% | 减仓 |
| 44 | TXN | Texas Instruments Inc | 0% | -0.53% | 减仓 |
| 45 | EW | Edwards Lifesciences CORP | 0% | -0.01% | 减仓 |
| 46 | HON | Honeywell International Inc | 0% | +0.00% | 加仓 |
| 47 | KEYS | Keysight Technologies In | 0% | -0.28% | 减仓 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.01% | 减仓 |
| 49 | XLK | Ss Technology Select Sector | 0% | -8.40% | 减仓 |
| 50 | EXPD | Expeditors Intl Wash Inc | 0% | +17.99% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Clifford Swan Investment Counsel LLC 在 Q2 2025 季度的美股持仓总市值约为 US$31.2亿，共申报了 313 个公开持股仓位。
在 Q2 2025 季度，Clifford Swan Investment Counsel LLC 按市值排列的前三大核心持股分别为：MSFT (5.4%)、AAPL (4.9%)、COST (3.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.4% 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
GNRC
市值: US$200.6万
本季最大获利了结 / 清仓标的
JWNUSD
前期市值: US$134.9万
在 Q2 2025 季度中，Clifford Swan Investment Counsel LLC 共进行了 182 项持仓异动，包含新建仓 12 个仓位、加仓 53 个仓位、减仓 109 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 GNRC。 本季清仓仓位包含 JWNUSD。
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。