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。
CIK: 0001009016
申报总市值
US$198.9亿
US$198.9亿
397 檔
16.4%
Fort Washington Investment Advisors Inc /oh/ 在 Q2 2024 季度的美股仓位总计估值为 US$198.9亿,分散于 397 个持仓标的之中,反映其市场参与广度与投资规模。
在 Q2 2024 期间,Fort Washington Investment Advisors Inc /oh/ 的持仓组合保持高度稳定,未出现显著的大幅增减仓操作,显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面,Fort Washington Investment Advisors Inc /oh/ 的前 5 大核心持股(包含 MSFT, CTAS, AAPL 等)合计占整体申报市值的 16.4%,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 397 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 | 6.06% | -0.26% | -0.14% | |
| 2 | CTAS | Cintas CORP | 股票-工业 | 4.85% | -0.34% | +0.01% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.27% | — | -0.61% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.04% | -0.27% | +1.82% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.01% | +0.45% | -0.95% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.65% | +0.27% | -0.39% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.78% | -0.07% | -15.88% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.71% | +0.29% | -2.42% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 1.67% | -0.10% | -3.46% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.61% | -0.52% | -19.00% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.57% | -0.23% | -2.60% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.52% | +0.09% | -2.83% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -0.65% | -10.44% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.42% | +0.08% | +0.44% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 1.40% | -0.31% | -7.85% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | +0.12% | -0.50% | |
| 17 | MDT | Medtronic plc | 股票-医疗保健 | 1.35% | -0.22% | -1.83% | |
| 18 | FITB | Fifth Third Bancorp | 股票-金融 | 1.34% | +0.15% | +0.03% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 1.24% | -0.17% | +13.64% | |
| 20 | PM | Philip Morris International | 股票-非周期性消费 | 1.20% | -0.12% | -3.96% | |
| 21 | RTX | Rtx CORP | 股票-工业 | 1.18% | -0.05% | -7.88% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | +0.14% | +36703.67% | |
| 23 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.17% | +0.09% | +1.10% | |
| 24 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.12% | -0.11% | -0.53% | |
| 25 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.04% | — | -3.19% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.98% | -0.12% | -0.45% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.89% | -0.14% | +19.88% | |
| 28 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.89% | -0.01% | +18.85% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | +0.08% | -3.79% | |
| 30 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.84% | — | -6.87% | |
| 31 | SWK | Stanley Black & Decker Inc | 股票-工业 | 0.84% | +0.10% | -0.09% | |
| 32 | MKL | Markel Group Inc | 股票-金融 | 0.80% | -0.04% | -0.40% | |
| 33 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.70% | +0.06% | -0.37% | |
| 34 | ROP | Roper Technologies Inc | 股票-科技 | 0.69% | -0.04% | — | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.69% | -0.20% | -0.47% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | +0.40% | -4.56% | |
| 37 | SIO | Touchstone Strtg In Etf-iusd | ETF-其他 | 0.67% | -0.06% | +0.10% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.66% | +0.09% | +4.61% | |
| 39 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.64% | -0.41% | +3.18% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.64% | -0.01% | +3.55% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.63% | +0.35% | +11.43% | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.62% | — | -0.12% | |
| 43 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.60% | +0.02% | +20.50% | |
| 44 | WDAY | Workday Inc-class A | 股票-科技 | 0.57% | -0.05% | -0.20% | |
| 45 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 0.57% | -0.05% | -0.21% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.56% | -0.10% | -1.73% | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.56% | +0.13% | -8.38% | |
| 48 | BMRN | Biomarin Pharmaceutical Inc | 股票-医疗保健 | 0.53% | -0.01% | -16.16% | |
| 49 | HUBB | Hubbell Inc | 股票-工业 | 0.52% | -0.01% | -0.67% | |
| 50 | BLKCHF | Blackrock Inc | 股票-其他 | 0.49% | — | -0.22% |
根据 SEC 官方 Form 13F 申报备案,Fort Washington Investment Advisors Inc /oh/ 在 Q2 2024 季度的美股持仓总市值约为 US$198.9亿,共申报了 397 个公开持股仓位。
在 Q2 2024 季度,Fort Washington Investment Advisors Inc /oh/ 按市值排列的前三大核心持股分别为:MSFT (6.1%)、CTAS (4.8%)、AAPL (4.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.1% 的权重。
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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。
在 Q2 2024 季度中,Fort Washington Investment Advisors Inc /oh/ 的持仓组合维持高度稳定,未出现大规模调仓操作。
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。
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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。