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: 0001569205
申报总市值
US$136.5亿
US$136.5亿
40 檔
77.9%
Fundsmith LLP 在 Q1 2024 季度的美股仓位总计估值为 US$136.5亿，分散于 40 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2024，Fundsmith LLP 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 2 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，Fundsmith LLP 的前 5 大核心持股（包含 MSFT, META, SYK 等）合计占整体申报市值的 77.9%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 12.54% | -1.64% | -4.10% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.44% | -1.55% | -0.58% | |
| 3 | SYK | Stryker CORP | 股票-医疗保健 | 7.67% | -1.12% | -0.61% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 6.22% | -2.23% | -0.84% | |
| 5 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 5.74% | -2.49% | -0.52% | |
| 6 | ADP | Automatic Data Processing | 股票-科技 | 5.64% | -1.84% | -0.87% | |
| 7 | PM | Philip Morris International | 股票-非周期性消费 | 5.32% | -2.73% | -1.43% | |
| 8 | WAT | Waters CORP | 股票-医疗保健 | 5.07% | -1.21% | -0.91% | |
| 9 | MAR | Marriott International -cl A | 股票-周期性消费 | 4.31% | -1.57% | -0.62% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.12% | -1.99% | -0.52% | |
| 11 | PEP | Pepsico Inc | 股票-非周期性消费 | 4.00% | — | -11.83% | |
| 12 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 3.68% | — | -18.96% | |
| 13 | MTD | Mettler-toledo International | 股票-医疗保健 | 3.18% | -5.59% | EXIT | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.05% | -0.35% | -0.84% | |
| 15 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 2.93% | -0.25% | -1.28% | |
| 16 | OTIS | Otis Worldwide CORP | 股票-工业 | 2.45% | -1.64% | EXIT | |
| 17 | NKE | Nike Inc -cl B | 股票-周期性消费 | 2.40% | — | -2.59% | |
| 18 | BF-B | Brown-forman Corp-class B | 股票-其他 | 2.32% | — | -1.66% | |
| 19 | FTNT | Fortinet Inc | 股票-科技 | 2.19% | +0.17% | +11.50% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.07% | — | +19.70% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 0.76% | -0.04% | — | |
| 22 | EFX | Equifax Inc | 股票-工业 | 0.50% | — | -2.63% | |
| 23 | VRSN | Verisign Inc | 股票-科技 | 0.48% | -0.12% | -2.63% | |
| 24 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.44% | — | -7.89% | |
| 25 | GGG | Graco Inc | 股票-工业 | 0.43% | — | -2.63% | |
| 26 | MSCI | Msci Inc | 股票-金融 | 0.38% | -0.05% | -17.04% | |
| 27 | CHH | Choice Hotels Intl Inc | 股票-周期性消费 | 0.37% | — | — | |
| 28 | QLYS | Qualys Inc | 股票-科技 | 0.37% | -0.15% | EXIT | |
| 29 | IEX | Idex CORP | 股票-工业 | 0.36% | — | -2.63% | |
| 30 | CLX | Clorox Company | 股票-非周期性消费 | 0.35% | -0.02% | -2.59% | |
| 31 | EXPO | Exponent Inc | 股票-工业 | 0.34% | — | -2.63% | |
| 32 | CGNX | Cognex CORP | 股票-科技 | 0.33% | — | -2.63% | |
| 33 | ROL | Rollins Inc | 股票-周期性消费 | 0.30% | -0.07% | -2.63% | |
| 34 | PAYC | Paycom Software Inc | 股票-科技 | 0.25% | -0.12% | +106.07% | |
| 35 | ODD | Oddity Tech Ltd. | 股票-其他 | 0.23% | — | +20.18% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.22% | -0.07% | EXIT | |
| 37 | SABR | Sabre CORP | 股票-科技 | 0.21% | +0.04% | -2.63% | |
| 38 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.15% | -3.57% | EXIT | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.12% | +4.68% | NEW | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.10% | — | +1.21% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +2% | -0.58% | 减仓 |
| 2 | SYK | Stryker CORP | +0.8% | -0.61% | 减仓 |
| 3 | TXN | Texas Instruments Inc | +0.8% | NEW | 新建仓 |
| 4 | FTNT | Fortinet Inc | +0.4% | +11.50% | 加仓 |
| 5 | CHH | Choice Hotels Intl Inc | +0.4% | NEW | 新建仓 |
| 6 | MTD | Mettler-toledo International | +0.3% | +7.49% | 加仓 |
| 7 | MAR | Marriott International -cl A | +0.2% | -0.62% | 减仓 |
| 8 | PAYC | Paycom Software Inc | +0.1% | +106.07% | 加仓 |
| 9 | PG | Procter & Gamble Co/the | +0.1% | -0.84% | 减仓 |
| 10 | CHD | Church & Dwight Co Inc | +0.1% | -1.28% | 减仓 |
| 11 | MSFT | Microsoft CORP | 0% | -4.10% | 减仓 |
| 12 | OTIS | Otis Worldwide CORP | 0% | -2.28% | 减仓 |
| 13 | GOOGL | Alphabet Inc-cl A | 0% | -0.52% | 减仓 |
| 14 | IEX | Idex CORP | 0% | -2.63% | 减仓 |
| 15 | ODD | Oddity Tech Ltd. | 0% | +20.18% | 加仓 |
| 16 | MA | Mastercard Inc - A | 0% | +1.21% | 加仓 |
| 17 | EFX | Equifax Inc | — | -2.63% | 减仓 |
| 18 | HD | Home Depot Inc | — | -2.16% | 减仓 |
| 19 | AAPL | Apple Inc | 0% | +19.70% | 加仓 |
| 20 | GGG | Graco Inc | 0% | -2.63% | 减仓 |
| 21 | CLX | Clorox Company | 0% | -2.59% | 减仓 |
| 22 | ROL | Rollins Inc | 0% | -2.63% | 减仓 |
| 23 | MCD | Mcdonald's CORP | 0% | +1.21% | 加仓 |
| 24 | CGNX | Cognex CORP | 0% | -2.63% | 减仓 |
| 25 | V | Visa Inc-class A Shares | 0% | -0.84% | 减仓 |
| 26 | ADP | Automatic Data Processing | 0% | -0.87% | 减仓 |
| 27 | ZTS | Zoetis Inc | 0% | +1.21% | 加仓 |
| 28 | EXPO | Exponent Inc | -0.1% | -2.63% | 减仓 |
| 29 | VRSK | Verisk Analytics Inc | -0.1% | -7.89% | 减仓 |
| 30 | VRSN | Verisign Inc | -0.1% | -2.63% | 减仓 |
| 31 | MSCI | Msci Inc | -0.1% | -17.04% | 减仓 |
| 32 | QLYS | Qualys Inc | -0.1% | -9.41% | 减仓 |
| 33 | WAT | Waters CORP | -0.2% | -0.91% | 减仓 |
| 34 | JNJ | Johnson & Johnson | -0.2% | EXIT | 清仓 |
| 35 | SABR | Sabre CORP | -0.2% | -2.63% | 减仓 |
| 36 | IPGP | Ipg Photonics CORP | -0.3% | EXIT | 清仓 |
| 37 | BF-B | Brown-forman Corp-class B | -0.5% | -1.66% | 减仓 |
| 38 | PM | Philip Morris International | -0.6% | -1.43% | 减仓 |
| 39 | IDXX | Idexx Laboratories Inc | -0.6% | -0.52% | 减仓 |
| 40 | NKE | Nike Inc -cl B | -0.6% | -2.59% | 减仓 |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | -0.6% | -18.96% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.7% | -11.83% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Fundsmith LLP 在 Q1 2024 季度的美股持仓总市值约为 US$136.5亿，共申报了 40 个公开持股仓位。
在 Q1 2024 季度，Fundsmith LLP 按市值排列的前三大核心持股分别为：MSFT (12.5%)、META (9.4%)、SYK (7.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 12.5% 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
TXN
市值: US$1.9亿
本季最大获利了结 / 清仓标的
IPGP
前期市值: US$5958.8万
在 Q1 2024 季度中，Fundsmith LLP 共进行了 42 项持仓异动，包含新建仓 2 个仓位、加仓 8 个仓位、减仓 30 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 TXN。 本季清仓仓位包含 IPGP。
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。