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: 0001794820
申报总市值
US$2.9亿
US$2.9亿
137 檔
9.2%
在 Q1 2024 申报期间，ICW Investment Advisors LLC（CIK: 0001794820）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$2.9亿，共持有 137 个公开申报仓位。
在 Q1 2024 期间，ICW Investment Advisors LLC 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，ICW Investment Advisors LLC 的前 5 大核心持股（包含 MSFT, NVO, MA 等）合计占整体申报市值的 9.2%，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 | 2.96% | -0.04% | -0.04% | |
| 2 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.42% | +0.17% | -0.88% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 2.23% | -0.01% | -0.52% | |
| 4 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.04% | +0.23% | +0.84% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | +0.18% | +0.04% | |
| 6 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.01% | -0.07% | -0.69% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.99% | -0.21% | +0.23% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.99% | +0.27% | +4.84% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.96% | +0.26% | -0.27% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 1.75% | +0.03% | -0.97% | |
| 11 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.59% | -0.20% | +2.11% | |
| 12 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.56% | +0.05% | +0.22% | |
| 13 | COR | Cencora Inc | 股票-医疗保健 | 1.48% | -0.20% | -0.31% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.45% | +0.08% | +1.63% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.43% | -0.16% | +1.09% | |
| 16 | LIN | Linde plc | 股票-原材料 | 1.43% | +0.01% | -0.30% | |
| 17 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.35% | +0.11% | +0.27% | |
| 18 | NOC | Northrop Grumman CORP | 股票-工业 | 1.30% | -0.40% | +0.07% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -0.35% | +1.39% | |
| 20 | FAST | Fastenal Co | 股票-工业 | 1.25% | — | +1.01% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.24% | -0.22% | +201.09% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.22% | -0.19% | +1.94% | |
| 23 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.22% | -0.13% | +0.26% | |
| 24 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.20% | -0.08% | +0.25% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | -0.01% | +4.89% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 1.14% | -0.24% | +1.17% | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 1.10% | — | +1.18% | |
| 28 | GD | General Dynamics CORP | 股票-工业 | 1.09% | -0.01% | +0.20% | |
| 29 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.08% | -0.01% | -0.38% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | — | +3.71% | |
| 31 | ITW | Illinois Tool Works | 股票-工业 | 1.07% | — | -0.51% | |
| 32 | RMD | Resmed Inc | 股票-医疗保健 | 1.01% | -0.16% | +1.22% | |
| 33 | YUM | Yum! Brands Inc | 股票-周期性消费 | 1.00% | — | +2.00% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.99% | +0.35% | +1.57% | |
| 35 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.98% | +0.07% | +3.86% | |
| 36 | TGT | Target CORP | 股票-周期性消费 | 0.96% | +0.02% | -0.33% | |
| 37 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.94% | +0.19% | +11.48% | |
| 38 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.93% | -0.04% | -0.84% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.92% | +0.03% | +0.01% | |
| 40 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.92% | -0.16% | +3.66% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | +0.37% | +8.37% | |
| 42 | FDS | Factset Research Systems Inc | 股票-金融 | 0.90% | +0.01% | +0.98% | |
| 43 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.89% | +0.08% | +0.24% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.87% | -0.26% | +3.80% | |
| 45 | DOV | Dover CORP | 股票-工业 | 0.85% | +0.03% | +0.27% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | +0.10% | +0.33% | |
| 47 | BCPC | Balchem CORP | 股票-原材料 | 0.82% | -0.04% | -1.02% | |
| 48 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.82% | +0.06% | -0.19% | |
| 49 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.81% | +0.03% | -0.01% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.79% | -0.04% | +0.02% |
根据 SEC 官方 Form 13F 申报备案，ICW Investment Advisors LLC 在 Q1 2024 季度的美股持仓总市值约为 US$2.9亿，共申报了 137 个公开持股仓位。
在 Q1 2024 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (3.0%)、NVO (2.4%)、MA (2.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.0% 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。
在 Q1 2024 季度中，ICW Investment Advisors LLC 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。
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。