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: 0001569205
申报总市值
US$136.5亿
US$136.5亿
40 檔
78.8%
截至 Q3 2024 季度末，Fundsmith LLP 的美股持仓估值约为 US$136.5亿，全数申报仓位共有 40 档。
在 Q3 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 15 个仓位并完全清仓 0 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 78.8%，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 | 11.75% | -1.64% | -3.37% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 11.03% | -1.55% | — | |
| 3 | SYK | Stryker CORP | 股票-医疗保健 | 7.63% | -1.12% | -0.36% | |
| 4 | ADP | Automatic Data Processing | 股票-科技 | 6.10% | -1.84% | -0.25% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 6.03% | -2.23% | -0.10% | |
| 6 | PM | Philip Morris International | 股票-非周期性消费 | 5.77% | -2.73% | -17.01% | |
| 7 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 5.32% | -2.49% | +0.04% | |
| 8 | WAT | Waters CORP | 股票-医疗保健 | 5.19% | -1.21% | -0.23% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.50% | -1.99% | +0.04% | |
| 10 | MAR | Marriott International -cl A | 股票-周期性消费 | 4.20% | -1.57% | +0.05% | |
| 11 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.86% | — | -0.37% | |
| 12 | MTD | Mettler-toledo International | 股票-医疗保健 | 3.51% | -5.59% | EXIT | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.17% | -0.35% | -0.30% | |
| 14 | FTNT | Fortinet Inc | 股票-科技 | 3.10% | +0.17% | -1.63% | |
| 15 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 2.85% | -0.25% | -0.46% | |
| 16 | OTIS | Otis Worldwide CORP | 股票-工业 | 2.53% | -1.64% | EXIT | |
| 17 | NKE | Nike Inc -cl B | 股票-周期性消费 | 2.20% | — | — | |
| 18 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.95% | — | -10.13% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.44% | — | — | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 1.39% | -0.04% | +10.09% | |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.56% | — | -82.80% | |
| 22 | VRSN | Verisign Inc | 股票-科技 | 0.47% | -0.12% | — | |
| 23 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.44% | — | -9.99% | |
| 24 | EFX | Equifax Inc | 股票-工业 | 0.42% | — | -20.74% | |
| 25 | CLX | Clorox Company | 股票-非周期性消费 | 0.40% | -0.02% | +7.59% | |
| 26 | GGG | Graco Inc | 股票-工业 | 0.39% | — | — | |
| 27 | MSCI | Msci Inc | 股票-金融 | 0.38% | -0.05% | — | |
| 28 | EXPO | Exponent Inc | 股票-工业 | 0.38% | — | -17.84% | |
| 29 | CHH | Choice Hotels Intl Inc | 股票-周期性消费 | 0.38% | — | — | |
| 30 | ROL | Rollins Inc | 股票-周期性消费 | 0.32% | -0.07% | — | |
| 31 | SABR | Sabre CORP | 股票-科技 | 0.31% | +0.04% | — | |
| 32 | IEX | Idex CORP | 股票-工业 | 0.31% | — | — | |
| 33 | CGNX | Cognex CORP | 股票-科技 | 0.31% | — | — | |
| 34 | QLYS | Qualys Inc | 股票-科技 | 0.28% | -0.15% | EXIT | |
| 35 | ODD | Oddity Tech Ltd. | 股票-其他 | 0.26% | — | — | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.24% | -0.07% | EXIT | |
| 37 | PAYC | Paycom Software Inc | 股票-科技 | 0.21% | -0.12% | — | |
| 38 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.18% | -3.57% | EXIT | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.13% | +4.68% | NEW | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.11% | — | +1.11% |
| # | 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 | +1% | — | 不变 |
| 2 | WAT | Waters CORP | +0.9% | -0.23% | 减仓 |
| 3 | ADP | Automatic Data Processing | +0.7% | -0.25% | 减仓 |
| 4 | FTNT | Fortinet Inc | +0.6% | -1.63% | 减仓 |
| 5 | NKE | Nike Inc -cl B | +0.3% | — | 不变 |
| 6 | SYK | Stryker CORP | +0.2% | -0.36% | 减仓 |
| 7 | TXN | Texas Instruments Inc | +0.2% | +10.09% | 加仓 |
| 8 | MTD | Mettler-toledo International | +0.1% | +0.06% | 加仓 |
| 9 | OTIS | Otis Worldwide CORP | +0.1% | +0.05% | 加仓 |
| 10 | AAPL | Apple Inc | +0.1% | — | 不变 |
| 11 | V | Visa Inc-class A Shares | +0.1% | -0.10% | 减仓 |
| 12 | CLX | Clorox Company | +0.1% | +7.59% | 加仓 |
| 13 | SABR | Sabre CORP | +0.1% | — | 不变 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | -0.30% | 减仓 |
| 15 | MSCI | Msci Inc | +0.1% | — | 不变 |
| 16 | IDXX | Idexx Laboratories Inc | 0% | +0.04% | 加仓 |
| 17 | HD | Home Depot Inc | 0% | +1.10% | 加仓 |
| 18 | GGG | Graco Inc | 0% | — | 不变 |
| 19 | CHH | Choice Hotels Intl Inc | 0% | — | 不变 |
| 20 | VRSN | Verisign Inc | 0% | — | 不变 |
| 21 | PAYC | Paycom Software Inc | 0% | — | 不变 |
| 22 | ZTS | Zoetis Inc | 0% | +1.10% | 加仓 |
| 23 | MCD | Mcdonald's CORP | 0% | +1.11% | 加仓 |
| 24 | IEX | Idex CORP | 0% | — | 不变 |
| 25 | MA | Mastercard Inc - A | 0% | +1.10% | 加仓 |
| 26 | MAR | Marriott International -cl A | — | +0.05% | 加仓 |
| 27 | ROL | Rollins Inc | — | — | 不变 |
| 28 | ODD | Oddity Tech Ltd. | — | — | 不变 |
| 29 | PEP | Pepsico Inc | 0% | -0.37% | 减仓 |
| 30 | BF-B | Brown-forman Corp-class B | 0% | -10.13% | 减仓 |
| 31 | EXPO | Exponent Inc | 0% | -17.84% | 减仓 |
| 32 | EFX | Equifax Inc | 0% | -20.74% | 减仓 |
| 33 | QLYS | Qualys Inc | 0% | — | 不变 |
| 34 | CGNX | Cognex CORP | -0.1% | — | 不变 |
| 35 | VRSK | Verisk Analytics Inc | -0.1% | -9.99% | 减仓 |
| 36 | CHD | Church & Dwight Co Inc | -0.1% | -0.46% | 减仓 |
| 37 | PM | Philip Morris International | -0.2% | -17.01% | 减仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.6% | +0.04% | 加仓 |
| 39 | MSFT | Microsoft CORP | -1.3% | -3.37% | 减仓 |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | -2.3% | -82.80% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Fundsmith LLP 在 Q3 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 Q3 2024 季度，Fundsmith LLP 按市值排列的前三大核心持股分别为：MSFT (11.8%)、META (11.0%)、SYK (7.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 11.8% 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。
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$31.9亿
在 Q3 2024 季度中，Fundsmith LLP 共进行了 26 项持仓异动，包含新建仓 0 个仓位、加仓 11 个仓位、减仓 15 个仓位以及清仓 0 个仓位。
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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