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: 0001330463
申报总市值
US$7.6亿
US$7.6亿
256 檔
15.8%
Q3 2024 季度申报显示，Ironwood Investment Counsel, LLC 披露的美股组合总市值为 US$7.6亿，涵盖 256 个不同之权益投资仓位。
在 Q3 2024 期间，Ironwood Investment Counsel, 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，Ironwood Investment Counsel, LLC 的前 5 大核心持股（包含 MSFT, AAPL, FNDA 等）合计占整体申报市值的 15.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 256 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 | 6.49% | -0.37% | -0.30% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.18% | +0.13% | -1.06% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.39% | +0.14% | +65.64% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.08% | +0.20% | +2.29% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.95% | +0.09% | +0.04% | |
| 6 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.92% | -0.07% | -0.62% | |
| 7 | AXP | American Express Co | 股票-金融 | 1.80% | +0.03% | -1.30% | |
| 8 | ACN | Accenture plc | 股票-科技 | 1.69% | -0.36% | -0.33% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.67% | -0.09% | +0.64% | |
| 10 | SYY | Sysco CORP | 股票-非周期性消费 | 1.49% | +0.13% | +0.07% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.49% | -0.06% | +0.56% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工业 | 1.43% | -0.28% | +1.01% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 1.42% | +0.74% | -1.72% | |
| 14 | MRK | Merck & Co., Inc. | 股票-医疗保健 | 1.40% | -0.02% | +1.01% | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.40% | -0.19% | -0.13% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.37% | -0.11% | +0.01% | |
| 17 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.31% | +0.21% | +17.25% | |
| 18 | CMI | Cummins Inc | 股票-工业 | 1.23% | +0.02% | +1.40% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.23% | -0.25% | -3.83% | |
| 20 | FISV | Fiserv Inc | 股票-其他 | 1.20% | — | -0.31% | |
| 21 | USB | US Bancorp | 股票-金融 | 1.15% | +0.09% | -5.71% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.12% | — | +0.72% | |
| 23 | MDT | Medtronic plc | 股票-医疗保健 | 1.11% | -0.13% | +2.13% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 1.10% | +0.32% | +3.67% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.08% | +0.04% | +0.88% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 1.07% | -0.82% | +0.81% | |
| 27 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.05% | -0.12% | +0.29% | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.02% | -0.01% | -0.61% | |
| 29 | TER | Teradyne Inc | 股票-科技 | 1.00% | +0.37% | +1.11% | |
| 30 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.98% | -0.05% | -2.47% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.97% | +0.01% | -0.65% | |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.97% | +0.08% | +0.36% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 0.95% | +0.07% | +3.04% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | +0.03% | -1.50% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.88% | -0.15% | -1.38% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | -0.04% | -1.50% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.12% | +881.73% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | -0.06% | +0.06% | |
| 39 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 0.82% | -0.10% | +11.77% | |
| 40 | ✓ | Laboratory Corp. of America | 股票-其他 | 0.76% | -0.02% | +2.00% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.75% | -0.14% | +39.90% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | +0.12% | -6.25% | |
| 43 | OGE | Oge Energy CORP | 股票-公用事业 | 0.68% | -0.05% | — | |
| 44 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.68% | -0.01% | -0.44% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | -0.08% | -4.31% | |
| 46 | WDAY | Workday Inc-class A | 股票-科技 | 0.66% | -0.61% | +3.65% | |
| 47 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.65% | -0.12% | +3.31% | |
| 48 | MCK | Mckesson CORP | 股票-医疗保健 | 0.65% | -0.17% | -2.54% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.23% | -0.73% | |
| 50 | CTVA | Corteva Inc | 股票-原材料 | 0.64% | -0.07% | +2.73% |
根据 SEC 官方 Form 13F 申报备案，Ironwood Investment Counsel, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$7.6亿，共申报了 256 个公开持股仓位。
在 Q3 2024 季度，Ironwood Investment Counsel, LLC 按市值排列的前三大核心持股分别为：MSFT (6.5%)、AAPL (5.2%)、FNDA (4.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.5% 的权重。
在 Q3 2024 季度中，Ironwood Investment Counsel, 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。
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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。