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: 0000821197
申报总市值
US$136.9亿
US$136.9亿
798 檔
16.7%
Johnson Investment Counsel Inc 在 Q1 2025 季度的美股仓位总计估值为 US$136.9亿，分散于 798 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Johnson Investment Counsel Inc 操作展现出积极扩展与加仓意向。本季共新建仓 50 个新仓位，并对 0 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Johnson Investment Counsel Inc 的前 5 大核心持股（包含 IVV, AAPL, IWB 等）合计占整体申报市值的 16.7%，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
IVV
市值: US$7.4亿
仅显示前 200 大持股（共 798 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.15% | +0.54% | +0.27% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.06% | +0.01% | +1.12% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.02% | +0.19% | +2.33% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.84% | -0.18% | +1.15% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.17% | +3.65% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.12% | +0.13% | +2.65% | |
| 7 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.98% | +0.07% | +4.16% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.84% | +0.26% | -0.92% | |
| 9 | WMB | Williams Cos Inc | 股票-能源 | 1.80% | -0.22% | -3.00% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.60% | -0.01% | +3.68% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.48% | -0.07% | -3.41% | |
| 12 | NDAQ | Nasdaq Inc | 股票-金融 | 1.37% | -0.17% | -3.16% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.31% | -0.34% | +2.08% | |
| 14 | ILOW | AB Internal Low Volat Eq ETF | ETF-其他 | 1.28% | -0.02% | — | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.28% | -0.20% | -0.96% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.28% | +0.06% | +8.37% | |
| 17 | DHR | Danaher CORP | 股票-医疗保健 | 1.27% | -0.12% | +7.82% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | +0.04% | -5.79% | |
| 19 | WM | Waste Management Inc | 股票-工业 | 1.21% | -0.12% | -0.26% | |
| 20 | AEP | American Electric Power | 股票-公用事业 | 1.19% | -0.10% | +2.17% | |
| 21 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.19% | -0.07% | -5.91% | |
| 22 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.16% | -0.18% | +3.12% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.15% | -0.26% | +0.50% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.14% | — | -11.55% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.11% | -0.11% | +3.61% | |
| 26 | COR | Cencora Inc | 股票-医疗保健 | 1.09% | -0.23% | -1.75% | |
| 27 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.09% | -0.11% | +0.06% | |
| 28 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.06% | -0.17% | -0.51% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.03% | +0.12% | +2.72% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.03% | -0.06% | +2.00% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.97% | -0.16% | +1.32% | |
| 32 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.92% | -0.21% | +0.33% | |
| 33 | ROP | Roper Technologies Inc | 股票-科技 | 0.88% | -0.12% | +0.35% | |
| 34 | NVT | nVent Electric plc | 股票-工业 | 0.86% | +0.31% | +8.12% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.84% | -0.76% | EXIT | |
| 36 | ADI | Analog Devices Inc | 股票-科技 | 0.83% | +0.15% | -0.61% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.81% | +0.09% | +2.99% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | -0.04% | -0.08% | |
| 39 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.78% | -0.26% | -5.23% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.77% | +0.09% | +7.61% | |
| 41 | ITW | Illinois Tool Works | 股票-工业 | 0.76% | -0.04% | +11.28% | |
| 42 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.75% | -0.15% | +4.72% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.74% | +0.25% | -2.80% | |
| 44 | AFG | American Financial Group Inc | 股票-金融 | 0.72% | -0.21% | -0.47% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | +0.09% | +3.12% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.70% | +0.06% | +10.34% | |
| 47 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.67% | -0.09% | +1.35% | |
| 48 | EG | Everest Group, Ltd. | 股票-金融 | 0.67% | -0.01% | +2.32% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.66% | -0.13% | -2.92% | |
| 50 | NDSN | Nordson CORP | 股票-工业 | 0.64% | — | +7.63% |
根据 SEC 官方 Form 13F 申报备案，Johnson Investment Counsel Inc 在 Q1 2025 季度的美股持仓总市值约为 US$136.9亿，共申报了 798 个公开持股仓位。
在 Q1 2025 季度，Johnson Investment Counsel Inc 按市值排列的前三大核心持股分别为：IVV (7.2%)、AAPL (4.1%)、IWB (4.0%)。其中最大持股仓位 IVV 占据整体投资组合约 7.2% 的权重。
在 Q1 2025 季度中，Johnson Investment Counsel Inc 共进行了 50 项持仓异动，包含新建仓 50 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IVV。
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。