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: 0001308527
申报总市值
US$58.0亿
US$58.0亿
282 檔
23.1%
在 Q1 2025 申报期间，Douglass Winthrop Advisors, LLC（CIK: 0001308527）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$58.0亿，共持有 282 个公开申报仓位。
在 Q1 2025，Douglass Winthrop Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 200 个新仓位，并对 0 个既有持股进行加仓（合计增持 200 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Douglass Winthrop Advisors, LLC 的前 5 大核心持股（包含 BRK-B, MSFT, 等）合计占整体申报市值的 23.1%，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 282 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.77% | +0.14% | -1.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.47% | +0.19% | -0.20% | |
| 3 | ✓ | 股票-其他 | 4.34% | — | -0.89% | ||
| 4 | ✓ | 股票-其他 | 3.96% | — | -2.06% | ||
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.90% | +0.39% | +0.63% | |
| 6 | ✓ | 股票-其他 | 3.50% | — | -4.95% | ||
| 7 | ✓ | 股票-其他 | 3.41% | — | -20.66% | ||
| 8 | ✓ | 股票-其他 | 3.21% | — | +2.95% | ||
| 9 | AAPL | Apple Inc | 股票-科技 | 3.07% | +0.28% | -3.58% | |
| 10 | MKL | Markel Group Inc | 股票-金融 | 2.98% | -0.11% | -5.70% | |
| 11 | ✓ | 股票-其他 | 2.79% | — | -1.17% | ||
| 12 | TDG | Transdigm Group Inc | 股票-工业 | 2.68% | +0.24% | -0.54% | |
| 13 | SHW | Sherwin-williams Co/the | 股票-原材料 | 2.57% | -0.01% | +0.61% | |
| 14 | ✓ | 股票-其他 | 2.51% | — | +0.03% | ||
| 15 | DE | Deere & Co | 股票-工业 | 2.50% | +0.20% | +0.87% | |
| 16 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 2.46% | -0.09% | +0.55% | |
| 17 | FAST | Fastenal Co | 股票-工业 | 2.40% | -0.07% | -0.26% | |
| 18 | ✓ | 股票-其他 | 2.37% | — | -2.10% | ||
| 19 | ROP | Roper Technologies Inc | 股票-科技 | 2.35% | -1.26% | +1.76% | |
| 20 | MLM | Martin Marietta Materials | 股票-原材料 | 2.02% | -0.20% | +12.48% | |
| 21 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.96% | +0.13% | +1.79% | |
| 22 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.95% | -0.68% | +2.40% | |
| 23 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.90% | — | +2.88% | |
| 24 | ✓ | 股票-其他 | 1.81% | — | +3.85% | ||
| 25 | CFRUY | Cie Financiere Rich-unsp Adr | 股票-其他 | 1.77% | +0.37% | +3.17% | |
| 26 | ✓ | 股票-其他 | 1.76% | — | +7801.97% | ||
| 27 | ✓ | 股票-其他 | 1.72% | — | +7.31% | ||
| 28 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.68% | -0.02% | -0.37% | |
| 29 | CPRT | Copart Inc | 股票-工业 | 1.67% | -0.37% | — | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.64% | -0.01% | +13.68% | |
| 31 | ✓ | 股票-其他 | 1.54% | — | -2.33% | ||
| 32 | ✓ | 股票-其他 | 1.51% | — | +3.46% | ||
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | +0.45% | -2.19% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.68% | +0.03% | -2.54% | |
| 35 | ✓ | 股票-其他 | 0.50% | — | -6.25% | ||
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.31% | +0.02% | +1.38% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | — | -10.04% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.29% | -0.01% | -3.31% | |
| 39 | DOV | Dover CORP | 股票-工业 | 0.28% | +0.01% | -0.03% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.26% | +0.04% | -5.54% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | — | -6.63% | |
| 42 | ✓ | 股票-其他 | 0.25% | — | +0.13% | ||
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.24% | — | +2.15% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.22% | +0.05% | +299.43% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | -0.08% | +0.45% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.20% | +1.22% | +1.12% | |
| 47 | WM | Waste Management Inc | 股票-工业 | 0.19% | -0.02% | +0.45% | |
| 48 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.18% | — | +3.35% | |
| 49 | ASML | ASML Holding N.V. | 股票-科技 | 0.18% | +0.09% | +4.15% | |
| 50 | ✓ | 股票-其他 | 0.17% | — | -0.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 2 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 3 | ✓ | — | NEW | 新建仓 | |
| 4 | ✓ | — | NEW | 新建仓 | |
| 5 | AMZN | Amazon.com Inc | — | NEW | 新建仓 |
| 6 | ✓ | — | NEW | 新建仓 | |
| 7 | ✓ | — | NEW | 新建仓 | |
| 8 | ✓ | — | NEW | 新建仓 | |
| 9 | AAPL | Apple Inc | — | NEW | 新建仓 |
| 10 | MKL | Markel Group Inc | — | NEW | 新建仓 |
| 11 | ✓ | — | NEW | 新建仓 | |
| 12 | TDG | Transdigm Group Inc | — | NEW | 新建仓 |
| 13 | SHW | Sherwin-williams Co/the | — | NEW | 新建仓 |
| 14 | ✓ | — | NEW | 新建仓 | |
| 15 | DE | Deere & Co | — | NEW | 新建仓 |
| 16 | BAM | Brookfield Asset Mgmt-a | — | NEW | 新建仓 |
| 17 | FAST | Fastenal Co | — | NEW | 新建仓 |
| 18 | ✓ | — | NEW | 新建仓 | |
| 19 | ROP | Roper Technologies Inc | — | NEW | 新建仓 |
| 20 | MLM | Martin Marietta Materials | — | NEW | 新建仓 |
| 21 | CNI | Canadian Natl Railway Co | — | NEW | 新建仓 |
| 22 | NSRGY | Nestle Sa-spons Adr | — | NEW | 新建仓 |
| 23 | BDX | Becton Dickinson And Co | — | NEW | 新建仓 |
| 24 | ✓ | — | NEW | 新建仓 | |
| 25 | CFRUY | Cie Financiere Rich-unsp Adr | — | NEW | 新建仓 |
| 26 | ✓ | — | NEW | 新建仓 | |
| 27 | ✓ | — | NEW | 新建仓 | |
| 28 | TSCO | Tractor Supply Company | — | NEW | 新建仓 |
| 29 | CPRT | Copart Inc | — | NEW | 新建仓 |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新建仓 |
| 31 | ✓ | — | NEW | 新建仓 | |
| 32 | ✓ | — | NEW | 新建仓 | |
| 33 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 34 | AXP | American Express Co | — | NEW | 新建仓 |
| 35 | ✓ | — | NEW | 新建仓 | |
| 36 | V | Visa Inc-class A Shares | — | NEW | 新建仓 |
| 37 | JNJ | Johnson & Johnson | — | NEW | 新建仓 |
| 38 | DHR | Danaher CORP | — | NEW | 新建仓 |
| 39 | DOV | Dover CORP | — | NEW | 新建仓 |
| 40 | NVDA | Nvidia CORP | — | NEW | 新建仓 |
| 41 | PG | Procter & Gamble Co/the | — | NEW | 新建仓 |
| 42 | ✓ | — | NEW | 新建仓 | |
| 43 | TMO | Thermo Fisher Scientific Inc | — | NEW | 新建仓 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 45 | XOM | Exxon Mobil CORP | — | NEW | 新建仓 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |
| 47 | WM | Waste Management Inc | — | NEW | 新建仓 |
| 48 | MELI | Mercadolibre Inc | — | NEW | 新建仓 |
| 49 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 50 | ✓ | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Douglass Winthrop Advisors, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$58.0亿，共申报了 282 个公开持股仓位。
在 Q1 2025 季度，Douglass Winthrop Advisors, LLC 按市值排列的前三大核心持股分别为：BRK-B (8.8%)、MSFT (4.5%)、 (4.3%)。其中最大持股仓位 BRK-B 占据整体投资组合约 8.8% 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
BRK-B
市值: US$4.6亿
在 Q1 2025 季度中，Douglass Winthrop Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 200 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 BRK-B。
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。