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: 0000842941
申报总市值
US$115.9亿
US$115.9亿
394 檔
16.5%
在 Q2 2024 申报期间，Haverford Trust Co（CIK: 0000842941）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$115.9亿，共持有 394 个公开申报仓位。
在 Q2 2024，Haverford Trust Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 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，Haverford Trust Co 的前 5 大核心持股（包含 MSFT, AAPL, JPM 等）合计占整体申报市值的 16.5%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
JAAA
市值: US$1526.7万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$5.3亿
仅显示前 200 大持股（共 394 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 | 5.81% | -0.26% | -2.32% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.55% | +0.25% | +0.74% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.18% | +0.10% | -1.78% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 2.88% | -0.14% | -1.24% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.73% | -0.36% | -1.78% | |
| 6 | BLKCHF | Blackrock Inc | 股票-其他 | 2.66% | — | -1.45% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.60% | -0.12% | -2.70% | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.47% | -0.71% | +2.31% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.31% | +0.03% | -3.87% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.22% | +0.35% | +177.88% | |
| 11 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.18% | -0.32% | -3.46% | |
| 12 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.15% | -0.45% | -3.21% | |
| 13 | HON | Honeywell International Inc | 股票-工业 | 2.13% | -1.87% | EXIT | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.10% | +0.12% | -0.72% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 2.08% | -0.27% | -2.51% | |
| 16 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.07% | -0.29% | -3.76% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.96% | +0.60% | +3.59% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.95% | +0.22% | -19.35% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.90% | +0.28% | -3.04% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.86% | -0.10% | -2.24% | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.80% | -0.10% | -2.07% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.66% | -0.44% | +1.02% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.54% | +0.12% | -2.76% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.44% | +0.38% | +0.13% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.30% | -0.08% | -2.11% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.28% | +0.43% | +1153.62% | |
| 27 | ETN | Eaton Corporation plc | 股票-工业 | 1.26% | +0.26% | -1.60% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 1.19% | +0.19% | -0.70% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.15% | -0.19% | +24.76% | |
| 30 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.13% | -0.13% | -2.50% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工业 | 1.13% | +0.01% | -27.27% | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 1.12% | -0.36% | -6.16% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.12% | — | +0.76% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.05% | -0.01% | -1.47% | |
| 35 | AON | Aon plc | 股票-金融 | 1.04% | -0.17% | -3.26% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.02% | -0.18% | +2.07% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.96% | -0.03% | -2.54% | |
| 38 | MCK | Mckesson CORP | 股票-医疗保健 | 0.87% | -0.17% | -0.50% | |
| 39 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.79% | +0.02% | -2.30% | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.74% | -0.10% | +52.43% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | +0.02% | +8.69% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.67% | -0.14% | -2.89% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | +0.33% | +9248.87% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.65% | — | -1.64% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | +0.05% | +3.58% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.62% | -0.01% | +94.69% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.62% | -0.01% | -2.91% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.61% | -0.03% | -2.89% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.61% | -0.06% | -4.11% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | +0.04% | +8.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | +1.5% | +177.88% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | +1153.62% | 加仓 |
| 3 | AAPL | Apple Inc | +1.1% | +0.74% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.6% | +9248.87% | 加仓 |
| 5 | JMBS | Janus Henderson Mortg Backed | +0.5% | +1702.89% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.4% | -1.78% | 减仓 |
| 7 | QCOM | Qualcomm Inc | +0.4% | +94.69% | 加仓 |
| 8 | NEE | Nextera Energy Inc | +0.3% | +24.76% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.3% | -2.32% | 减仓 |
| 10 | ORCL | Oracle CORP | +0.2% | -2.70% | 减仓 |
| 11 | SYK | Stryker CORP | +0.2% | +52.43% | 加仓 |
| 12 | HON | Honeywell International Inc | +0.2% | +4.25% | 加仓 |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | NEW | 新建仓 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +3.59% | 加仓 |
| 15 | V | Visa Inc-class A Shares | +0.2% | +204.30% | 加仓 |
| 16 | TXN | Texas Instruments Inc | +0.1% | -0.70% | 减仓 |
| 17 | TJX | Tjx Companies Inc | +0.1% | -3.76% | 减仓 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +29.18% | 加仓 |
| 19 | AVEM | Avantis Emerging Markets Eq | +0.1% | +0.13% | 加仓 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.80% | 加仓 |
| 21 | MCK | Mckesson CORP | +0.1% | -0.50% | 减仓 |
| 22 | IQLT | Ishares Msci International Q | +0.1% | NEW | 新建仓 |
| 23 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -0.72% | 减仓 |
| 24 | CSCO | Cisco Systems Inc | -0.1% | -5.00% | 减仓 |
| 25 | MAS | Masco CORP | -0.1% | -3.76% | 减仓 |
| 26 | ITW | Illinois Tool Works | -0.1% | -3.22% | 减仓 |
| 27 | MRK | Merck & Co. Inc. | -0.1% | -1.47% | 减仓 |
| 28 | ZTS | Zoetis Inc | -0.1% | -27.77% | 减仓 |
| 29 | VLUE | Ishares Msci USA Value Facto | -0.1% | -41.88% | 减仓 |
| 30 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.11% | 减仓 |
| 31 | MCD | Mcdonald's CORP | -0.1% | -2.89% | 减仓 |
| 32 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -2.76% | 减仓 |
| 33 | TFLO | Ishares Treasury Floating Ra | -0.1% | -85.30% | 减仓 |
| 34 | INTU | Intuit Inc | -0.1% | -27.32% | 减仓 |
| 35 | AON | Aon plc | -0.2% | -3.26% | 减仓 |
| 36 | BLKCHF | Blackrock Inc | -0.2% | -1.45% | 减仓 |
| 37 | MDT | Medtronic plc | -0.2% | -6.16% | 减仓 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -2.24% | 减仓 |
| 39 | PEP | Pepsico Inc | -0.2% | -3.46% | 减仓 |
| 40 | ACN | Accenture plc | -0.3% | +2.31% | 加仓 |
| 41 | MA | Mastercard Inc - A | -0.3% | -1.24% | 减仓 |
| 42 | SWKS | Skyworks Solutions Inc | -0.3% | -92.11% | 减仓 |
| 43 | LOW | Lowe's Cos Inc | -0.4% | -3.21% | 减仓 |
| 44 | MBB | Ishares Mbs ETF | -0.5% | -91.24% | 减仓 |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.5% | -19.35% | 减仓 |
| 46 | UPS | United Parcel Service-cl B | -0.5% | -27.27% | 减仓 |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.6% | -95.78% | 减仓 |
| 48 | NKE | Nike Inc -cl B | -0.7% | -92.06% | 减仓 |
| 49 | SBUX | Starbucks CORP | -0.9% | -93.13% | 减仓 |
| 50 | CVS | Cvs Health CORP | -1.2% | -91.32% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Haverford Trust Co 在 Q2 2024 季度的美股持仓总市值约为 US$115.9亿，共申报了 394 个公开持股仓位。
在 Q2 2024 季度，Haverford Trust Co 按市值排列的前三大核心持股分别为：MSFT (5.8%)、AAPL (5.5%)、JPM (3.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.8% 的权重。
在 Q2 2024 季度中，Haverford Trust Co 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 15 个仓位、减仓 33 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 JAAA。
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。
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。
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。