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
9.8%
在 Q2 2024 的 13F 官方备案中，ICW Investment Advisors LLC 管理的美股投资组合规模来到 US$2.9亿，整体持股档数为 137 档。
在 Q2 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, AAPL 等）合计占整体申报市值的 9.8%，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 | 3.14% | -0.04% | -2.28% | |
| 2 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.69% | +0.17% | -1.99% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.42% | +0.26% | -1.78% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.29% | -0.21% | -2.75% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.14% | +0.27% | +1.27% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | -0.01% | -2.26% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.92% | +0.23% | -1.85% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.92% | +0.18% | -1.51% | |
| 9 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.88% | -0.07% | -2.20% | |
| 10 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.62% | +0.11% | -2.13% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.58% | +0.03% | -1.36% | |
| 12 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.54% | -0.20% | +0.36% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.40% | -0.22% | -1.92% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.39% | +0.08% | -1.52% | |
| 15 | COR | Cencora Inc | 股票-医疗保健 | 1.37% | -0.20% | -2.14% | |
| 16 | LIN | Linde plc | 股票-原材料 | 1.35% | +0.01% | -1.84% | |
| 17 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.35% | +0.05% | -1.43% | |
| 18 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.33% | -0.13% | -1.73% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.32% | -0.16% | -0.91% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.35% | -2.23% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.21% | +0.35% | -0.95% | |
| 22 | AMGN | Amgen Inc | 股票-医疗保健 | 1.21% | — | -1.81% | |
| 23 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.19% | -0.08% | -1.73% | |
| 24 | NOC | Northrop Grumman CORP | 股票-工业 | 1.19% | -0.40% | -1.47% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 1.19% | -0.24% | -0.62% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | -0.01% | -1.82% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.13% | -0.19% | +0.08% | |
| 28 | GD | General Dynamics CORP | 股票-工业 | 1.12% | -0.01% | -2.51% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | +0.37% | -2.22% | |
| 30 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.08% | -0.01% | -2.29% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.04% | +0.19% | +0.82% | |
| 32 | FAST | Fastenal Co | 股票-工业 | 1.02% | — | -1.65% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | — | -0.42% | |
| 34 | RMD | Resmed Inc | 股票-医疗保健 | 0.97% | -0.16% | -2.10% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.97% | +0.03% | -1.49% | |
| 36 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.96% | — | -1.04% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 0.95% | — | -1.11% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | +0.10% | +1.27% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | +0.24% | +928.47% | |
| 40 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.89% | -0.04% | -0.50% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.88% | -0.26% | -0.87% | |
| 42 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.88% | -0.16% | -0.88% | |
| 43 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.87% | +0.03% | -1.85% | |
| 44 | DOV | Dover CORP | 股票-工业 | 0.86% | +0.03% | -2.66% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.85% | +0.07% | -0.56% | |
| 46 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.84% | +0.06% | -2.72% | |
| 47 | LHX | L3harris Technologies Inc | 股票-工业 | 0.82% | -0.19% | -1.47% | |
| 48 | FDS | Factset Research Systems Inc | 股票-金融 | 0.81% | +0.01% | -1.08% | |
| 49 | BCPC | Balchem CORP | 股票-原材料 | 0.81% | -0.04% | -2.63% | |
| 50 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.80% | +0.08% | -1.29% |
根据 SEC 官方 Form 13F 申报备案，ICW Investment Advisors LLC 在 Q2 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 Q2 2024 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (3.1%)、NVO (2.7%)、AAPL (2.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.1% 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 Q2 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。