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: 0001840455
申报总市值
US$6.3亿
US$6.3亿
214 檔
11.0%
Q4 2024 季度申报显示，Kesler, Norman & Wride, LLC 披露的美股组合总市值为 US$6.3亿，涵盖 214 个不同之权益投资仓位。
Kesler, Norman & Wride, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 16 档持股的同时，亦同步清仓 12 档并减仓 11 档标的。
在资产配置集中度方面，Kesler, Norman & Wride, LLC 的前 5 大核心持股（包含 AAPL, SPY, MSFT 等）合计占整体申报市值的 11.0%，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 214 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 | AAPL | Apple Inc | 股票-科技 | 3.84% | +0.20% | -2.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.69% | +0.09% | +2.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.22% | +0.60% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.17% | -0.25% | -8.86% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.10% | +0.12% | +2.35% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | -0.03% | +7.03% | |
| 7 | BLK | Blackrock Inc | 股票-金融 | 1.84% | -0.16% | — | |
| 8 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.80% | -0.48% | -2.61% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.71% | +0.08% | +1.06% | |
| 10 | COR | Cencora Inc | 股票-医疗保健 | 1.68% | -0.31% | -7.06% | |
| 11 | ICE | Intercontinental Exchange In | 股票-金融 | 1.66% | -0.42% | +0.75% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.62% | -0.11% | +1.71% | |
| 13 | ADI | Analog Devices Inc | 股票-科技 | 1.61% | +0.19% | -2.18% | |
| 14 | ACN | Accenture plc | 股票-科技 | 1.60% | -0.31% | +1.15% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.55% | -0.06% | -0.09% | |
| 16 | GD | General Dynamics CORP | 股票-工业 | 1.54% | -0.09% | +10.88% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.45% | -0.06% | +1.54% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.45% | -0.13% | +10.04% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.42% | -0.12% | +0.34% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.42% | +0.34% | -0.75% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 1.37% | +0.39% | -3.08% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.32% | +0.53% | -12.29% | |
| 23 | AMGN | Amgen Inc | 股票-医疗保健 | 1.31% | -0.08% | +4.26% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.31% | -0.16% | +1.97% | |
| 25 | PH | Parker Hannifin CORP | 股票-工业 | 1.30% | +0.02% | +0.67% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 1.29% | +0.03% | +6.68% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工业 | 1.29% | -0.41% | +4.19% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 1.28% | -0.28% | -6.59% | |
| 29 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.23% | -0.19% | +3.29% | |
| 30 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.22% | -0.07% | +2.61% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.18% | -0.12% | +2.17% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 1.13% | +0.02% | +1.61% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.03% | -0.14% | +13.64% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | +0.24% | +7.61% | |
| 35 | PSX | Phillips 66 | 股票-能源 | 1.02% | -0.19% | -2.67% | |
| 36 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.00% | -0.14% | +18.91% | |
| 37 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-其他 | 0.98% | +0.06% | — | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.98% | -0.04% | -3.66% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | +0.08% | +11.30% | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.95% | +0.05% | +13.93% | |
| 41 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.92% | -0.08% | -27.99% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.82% | +0.03% | NEW | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | +0.33% | +18.93% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.05% | +19.05% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.27% | +16.12% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.68% | -0.12% | -16.17% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.02% | +21.39% | |
| 48 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | -0.08% | +4.96% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.08% | -0.17% | |
| 50 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 0.55% | -0.04% | -49.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.8% | NEW | 新建仓 |
| 2 | IWLG | Nyli Winslow Lrg Cap Grw ETF | +1% | NEW | 新建仓 |
| 3 | AVGO | Broadcom Inc | +0.6% | +1.06% | 加仓 |
| 4 | AAPL | Apple Inc | +0.5% | -2.53% | 减仓 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +2.24% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.4% | +7.03% | 加仓 |
| 7 | DDIV | First Trust Dorsey Wright Mo | +0.4% | NEW | 新建仓 |
| 8 | ANET | Arista Networks Inc | +0.4% | NEW | 新建仓 |
| 9 | AMZN | Amazon.com Inc | +0.3% | +13.93% | 加仓 |
| 10 | V | Visa Inc-class A Shares | +0.3% | +11.30% | 加仓 |
| 11 | FTSM | First Trust Enh Short Mat Fd | +0.3% | NEW | 新建仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.61% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +19.05% | 加仓 |
| 14 | FTNT | Fortinet Inc | +0.2% | +325.98% | 加仓 |
| 15 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建仓 |
| 16 | BKR | Baker Hughes Co | +0.2% | NEW | 新建仓 |
| 17 | MYLD | Cambria Micro&smcap Yield | +0.2% | +267.05% | 加仓 |
| 18 | NFLX | Netflix Inc | +0.2% | +16.75% | 加仓 |
| 19 | APH | Amphenol Corp-cl A | +0.2% | +152.06% | 加仓 |
| 20 | USFD | US Foods Holding CORP | +0.2% | NEW | 新建仓 |
| 21 | ABBV | Abbvie Inc | +0.2% | NEW | 新建仓 |
| 22 | SNX | TD Synnex CORP | +0.2% | NEW | 新建仓 |
| 23 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +91.95% | 加仓 |
| 24 | CTSH | Cognizant Tech Solutions-a | +0.2% | NEW | 新建仓 |
| 25 | ADI | Analog Devices Inc | 0% | -2.18% | 减仓 |
| 26 | JNJ | Johnson & Johnson | 0% | +1.71% | 加仓 |
| 27 | TXN | Texas Instruments Inc | 0% | -3.08% | 减仓 |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | +2.35% | 加仓 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -2.61% | 减仓 |
| 30 | NEE | Nextera Energy Inc | -0.1% | +2.17% | 加仓 |
| 31 | MDT | Medtronic plc | -0.1% | -3.66% | 减仓 |
| 32 | PSX | Phillips 66 | -0.1% | -2.67% | 减仓 |
| 33 | AMGN | Amgen Inc | -0.1% | +4.26% | 加仓 |
| 34 | NXPI | NXP Semiconductors N.V. | -0.2% | EXIT | 清仓 |
| 35 | INTU | Intuit Inc | -0.2% | -82.91% | 减仓 |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | -0.2% | EXIT | 清仓 |
| 37 | TGT | Target CORP | -0.2% | EXIT | 清仓 |
| 38 | QCOM | Qualcomm Inc | -0.2% | EXIT | 清仓 |
| 39 | LMT | Lockheed Martin CORP | -0.2% | -6.59% | 减仓 |
| 40 | XYL | Xylem Inc | -0.3% | EXIT | 清仓 |
| 41 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清仓 |
| 42 | SYLD | Cambria Shareholder Yield Et | -0.3% | -27.99% | 减仓 |
| 43 | FYLD | Cambria Foreign Shareholder | -0.5% | -49.67% | 减仓 |
| 44 | EYLD | Cambria Emerg Shrhldr Yield | -0.6% | -65.64% | 减仓 |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | -0.8% | EXIT | 清仓 |
| 46 | KEY | Keycorp | -0.9% | EXIT | 清仓 |
| 47 | IBDP | Ishares Ibonds Dec 2024 Term | -1% | EXIT | 清仓 |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | -1.5% | EXIT | 清仓 |
| 49 | BLKCHF | Blackrock Inc | -1.6% | EXIT | 清仓 |
| 50 | KR | Kroger Co | -3.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Kesler, Norman & Wride, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$6.3亿，共申报了 214 个公开持股仓位。
在 Q4 2024 季度，Kesler, Norman & Wride, LLC 按市值排列的前三大核心持股分别为：AAPL (3.8%)、SPY (3.7%)、MSFT (3.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.8% 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。
本季最大新建仓标的
BLK
市值: US$851.6万
本季最大获利了结 / 清仓标的
KR
前期市值: US$1997.0万
在 Q4 2024 季度中，Kesler, Norman & Wride, LLC 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 16 个仓位、减仓 11 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 KR。
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。