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
931 檔
20.9%
在 Q3 2024 申报期间，Laird Norton Wetherby Wealth Management, LLC（CIK: 0001279627）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$24.5亿，共持有 931 个公开申报仓位。
在 Q3 2024，Laird Norton Wetherby Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
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 20.9%，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 931 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 | 7.53% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | +5.24% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.13% | +4.23% | NEW | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.03% | +5.35% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.96% | +2.91% | NEW | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.80% | +1.95% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.79% | +2.28% | NEW | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.76% | +1.78% | NEW | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.64% | +1.77% | NEW | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.49% | +1.12% | NEW | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.05% | +0.79% | NEW | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.92% | +1.22% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +1.23% | NEW | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 0.75% | +1.11% | NEW | |
| 15 | CMC | Commercial Metals Co | 股票-工业 | 0.72% | +0.66% | NEW | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | +0.79% | NEW | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +1.28% | NEW | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 0.69% | +1.00% | NEW | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | +0.92% | NEW | |
| 20 | GRND | Grindr Inc | 股票-其他 | 0.65% | — | — | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.64% | +0.31% | NEW | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.64% | +0.28% | NEW | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | +0.64% | NEW | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.61% | +0.48% | NEW | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 0.59% | +0.53% | NEW | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.58% | +0.49% | NEW | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.55% | — | -2.72% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.54% | +0.63% | NEW | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.49% | +0.55% | NEW | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.48% | — | +0.10% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.47% | +0.67% | NEW | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.44% | +0.49% | NEW | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | +0.30% | NEW | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | +0.42% | NEW | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.42% | +0.43% | NEW | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.41% | +0.42% | NEW | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.40% | +0.52% | NEW | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.40% | +0.29% | NEW | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.32% | NEW | |
| 40 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.36% | — | -0.21% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.36% | — | -0.99% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.35% | +0.29% | NEW | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | +0.38% | NEW | |
| 44 | TEL | TE Connectivity plc | 股票-科技 | 0.34% | +0.42% | NEW | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.33% | +0.29% | NEW | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.32% | +0.36% | NEW | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.32% | — | -0.53% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.32% | +0.31% | NEW | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.30% | — | -0.74% | |
| 50 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.30% | — | -5.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | -1.41% | 减仓 |
| 2 | TEL | TE Connectivity plc | +0.3% | NEW | 新建仓 |
| 3 | META | Meta Platforms Inc-class A | +0.1% | -1.98% | 减仓 |
| 4 | TSLA | Tesla Inc | +0.1% | -2.88% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +0.1% | +6.52% | 加仓 |
| 6 | VT | Vanguard Tot World Stk ETF | +0.1% | +1.75% | 加仓 |
| 7 | UNH | Unitedhealth Group Inc | +0.1% | +0.02% | 加仓 |
| 8 | ORCL | Oracle CORP | +0.1% | -2.28% | 减仓 |
| 9 | ACN | Accenture plc | +0.1% | +0.10% | 加仓 |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.90% | 减仓 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.14% | 加仓 |
| 12 | HD | Home Depot Inc | 0% | -5.30% | 减仓 |
| 13 | ABBV | Abbvie Inc | 0% | -0.90% | 减仓 |
| 14 | WMT | Walmart Inc | 0% | -5.56% | 减仓 |
| 15 | BND | Vanguard Total Bond Market | 0% | +15.80% | 加仓 |
| 16 | SPGI | S&p Global Inc | 0% | +1.31% | 加仓 |
| 17 | ANRO | Alto Neuroscience Inc | 0% | NEW | 新建仓 |
| 18 | CBRE | Cbre Group Inc - A | 0% | -0.68% | 减仓 |
| 19 | AON | Aon plc | 0% | +44.64% | 加仓 |
| 20 | SNY | Sanofi-adr | 0% | +19.59% | 加仓 |
| 21 | INFY | Infosys Ltd-sp Adr | 0% | +0.10% | 加仓 |
| 22 | MA | Mastercard Inc - A | 0% | -1.60% | 减仓 |
| 23 | AVGO | Broadcom Inc | 0% | +902.22% | 加仓 |
| 24 | IVE | Ishares S&p 500 Value ETF | 0% | -0.07% | 减仓 |
| 25 | IBM | Intl Business Machines CORP | 0% | -1.00% | 减仓 |
| 26 | SHW | Sherwin-williams Co/the | 0% | +5.30% | 加仓 |
| 27 | MCD | Mcdonald's CORP | 0% | -4.91% | 减仓 |
| 28 | AXP | American Express Co | 0% | -2.78% | 减仓 |
| 29 | KO | Coca-cola Co/the | 0% | -0.53% | 减仓 |
| 30 | SAP | Sap Se-sponsored Adr | 0% | -0.16% | 减仓 |
| 31 | PINS | Pinterest Inc- Class A | 0% | -1.46% | 减仓 |
| 32 | LRCXEUR | Lam Research CORP | 0% | -1.08% | 减仓 |
| 33 | SCHW | Schwab (charles) CORP | -0.1% | -3.68% | 减仓 |
| 34 | FIVN | Five9 Inc | -0.1% | +0.43% | 加仓 |
| 35 | AMAT | Applied Materials Inc | -0.1% | +1.46% | 加仓 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -4.07% | 减仓 |
| 37 | MELI | Mercadolibre Inc | -0.1% | -76.47% | 减仓 |
| 38 | TM | Toyota Motor CORP -spon Adr | -0.1% | -5.89% | 减仓 |
| 39 | QCOM | Qualcomm Inc | -0.1% | -0.74% | 减仓 |
| 40 | LLY | Eli Lilly & Co | -0.1% | -1.84% | 减仓 |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -2.44% | 减仓 |
| 42 | ASML | ASML Holding N.V. | -0.1% | -1.55% | 减仓 |
| 43 | INTC | Intel CORP | -0.1% | -41.20% | 减仓 |
| 44 | GOOG | Alphabet Inc-cl C | -0.1% | -4.11% | 减仓 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -2.72% | 减仓 |
| 46 | NVDA | Nvidia CORP | -0.2% | -0.00% | 减仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.86% | 减仓 |
| 48 | TEL | TE Connectivity plc | -0.4% | EXIT | 清仓 |
| 49 | AMZN | Amazon.com Inc | -0.4% | -5.30% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.5% | -2.93% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Laird Norton Wetherby Wealth Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$24.5亿，共申报了 931 个公开持股仓位。
在 Q3 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 (7.5%)、MSFT (4.7%)、VTI (4.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.5% 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
TEL
市值: US$754.4万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$753.9万
在 Q3 2024 季度中，Laird Norton Wetherby Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 14 个仓位、减仓 33 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 TEL。 本季清仓仓位包含 TEL。
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。