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: 0001279627
申报总市值
US$24.5亿
US$24.5亿
948 檔
18.4%
Q1 2024 季度申报显示，Laird Norton Wetherby Wealth Management, LLC 披露的美股组合总市值为 US$24.5亿，涵盖 948 个不同之权益投资仓位。
在 Q1 2024，Laird Norton Wetherby Wealth Management, LLC 进行了温和的常态性持仓调整（包含新建仓 2 档、加仓 25 档、减仓 22 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Laird Norton Wetherby Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, MSFT, VTI 等）合计占整体申报市值的 18.4%，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 948 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 | 5.96% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.96% | +5.24% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.22% | +4.23% | NEW | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.19% | +5.35% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.18% | +2.91% | NEW | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.79% | +2.28% | NEW | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.79% | +1.78% | NEW | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.66% | +1.95% | NEW | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | +1.77% | NEW | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.30% | +1.12% | NEW | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.98% | +0.79% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | +1.23% | NEW | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.88% | — | +0.45% | |
| 14 | CMC | Commercial Metals Co | 股票-工业 | 0.80% | +0.66% | NEW | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.79% | +1.22% | NEW | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.79% | NEW | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.75% | +0.28% | NEW | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 0.68% | +1.11% | NEW | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | +0.92% | NEW | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.64% | — | +0.61% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.64% | NEW | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.63% | +0.53% | NEW | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.60% | +0.31% | NEW | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.60% | +0.48% | NEW | |
| 25 | GRND | Grindr Inc | 股票-其他 | 0.57% | — | — | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | +0.63% | NEW | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | +1.28% | NEW | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | +0.49% | NEW | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.52% | +0.43% | NEW | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.52% | — | -2.27% | |
| 31 | TSLA | Tesla Inc | 股票-周期性消费 | 0.50% | +1.00% | NEW | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.29% | NEW | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | +0.30% | NEW | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.45% | +0.55% | NEW | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.42% | +0.52% | NEW | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.41% | +0.42% | NEW | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.40% | — | -3.19% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.40% | +0.42% | NEW | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.39% | +0.29% | NEW | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.38% | — | -2.83% | |
| 41 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.38% | — | +0.74% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.37% | +0.67% | NEW | |
| 43 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.37% | — | -17.20% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.37% | +0.36% | NEW | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.37% | +0.49% | NEW | |
| 46 | TEL | TE Connectivity plc | 股票-科技 | 0.37% | — | +2.69% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | +0.38% | NEW | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.35% | — | +55.64% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.32% | NEW | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.32% | — | +0.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -0.30% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +11.23% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | -1.28% | 减仓 |
| 4 | LLY | Eli Lilly & Co | +0.2% | -0.75% | 减仓 |
| 5 | DIS | Walt Disney Co/the | +0.2% | +0.45% | 加仓 |
| 6 | GPN | Global Payments Inc | +0.2% | +256.65% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.29% | 加仓 |
| 8 | SCHW | Schwab (charles) CORP | +0.1% | +55.64% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.1% | +0.06% | 加仓 |
| 10 | ASML | ASML Holding N.V. | +0.1% | +2.03% | 加仓 |
| 11 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +0.61% | 加仓 |
| 12 | TM | Toyota Motor CORP -spon Adr | +0.1% | +0.74% | 加仓 |
| 13 | MSFT | Microsoft CORP | +0.1% | -1.05% | 减仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.22% | 减仓 |
| 15 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新建仓 |
| 16 | CMC | Commercial Metals Co | +0.1% | -0.01% | 减仓 |
| 17 | AMD | Advanced Micro Devices | +0.1% | +0.83% | 加仓 |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | NEW | 新建仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +0.63% | 加仓 |
| 20 | WSM | Williams-sonoma Inc | +0.1% | +0.47% | 加仓 |
| 21 | MRK | Merck & Co. Inc. | 0% | -3.66% | 减仓 |
| 22 | HDB | Hdfc Bank Ltd-adr | 0% | +162.10% | 加仓 |
| 23 | GE | General Electric | 0% | +1.18% | 加仓 |
| 24 | GRND | Grindr Inc | 0% | — | 不变 |
| 25 | ABBV | Abbvie Inc | 0% | +0.97% | 加仓 |
| 26 | AMAT | Applied Materials Inc | 0% | -0.71% | 减仓 |
| 27 | SAP | Sap Se-sponsored Adr | 0% | -0.28% | 减仓 |
| 28 | AXP | American Express Co | 0% | +0.76% | 加仓 |
| 29 | VT | Vanguard Tot World Stk ETF | 0% | +2.83% | 加仓 |
| 30 | MA | Mastercard Inc - A | 0% | +0.72% | 加仓 |
| 31 | ORCL | Oracle CORP | 0% | -0.50% | 减仓 |
| 32 | CRM | Salesforce Inc | 0% | +1.26% | 加仓 |
| 33 | QCOM | Qualcomm Inc | 0% | +0.05% | 加仓 |
| 34 | CAT | Caterpillar Inc | 0% | +0.09% | 加仓 |
| 35 | BAC | Bank Of America CORP | 0% | +1.85% | 加仓 |
| 36 | ETN | Eaton Corporation plc | 0% | -1.78% | 减仓 |
| 37 | IVE | Ishares S&p 500 Value ETF | 0% | +3.78% | 加仓 |
| 38 | HD | Home Depot Inc | 0% | -0.64% | 减仓 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.67% | 减仓 |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.62% | 减仓 |
| 41 | V | Visa Inc-class A Shares | 0% | +0.02% | 加仓 |
| 42 | GOOG | Alphabet Inc-cl C | 0% | -0.33% | 减仓 |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | -0.37% | 减仓 |
| 44 | FIVN | Five9 Inc | -0.1% | +0.03% | 加仓 |
| 45 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.16% | 减仓 |
| 46 | CNXC | Concentrix CORP | -0.1% | -50.03% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | -0.1% | -2.48% | 减仓 |
| 48 | ADBE | Adobe Inc | -0.1% | -2.83% | 减仓 |
| 49 | TSLA | Tesla Inc | -0.3% | -5.32% | 减仓 |
| 50 | AAPL | Apple Inc | -1.5% | -1.74% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Laird Norton Wetherby Wealth Management, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$24.5亿，共申报了 948 个公开持股仓位。
在 Q1 2024 季度，Laird Norton Wetherby Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (6.0%)、MSFT (5.0%)、VTI (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.0% 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。
本季最大新建仓标的
BDX
市值: US$147.2万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$1.4亿
在 Q1 2024 季度中，Laird Norton Wetherby Wealth Management, LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 25 个仓位、减仓 22 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 BDX。
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。