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
897 檔
21.1%
Q4 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 897 个不同之权益投资仓位。
在 Q4 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 40 个仓位并完全清仓 5 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 21.1%，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 897 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 | 7.95% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.64% | +5.24% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.38% | +4.23% | NEW | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.36% | +5.35% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.43% | +2.91% | NEW | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.03% | +2.28% | NEW | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.88% | +1.95% | NEW | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.74% | +1.77% | NEW | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.68% | +1.78% | NEW | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.49% | +1.12% | NEW | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.07% | +1.00% | NEW | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.03% | +1.22% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | +1.23% | NEW | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 0.96% | +1.11% | NEW | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +1.28% | NEW | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.90% | +0.79% | NEW | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.79% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | +0.92% | NEW | |
| 19 | CMC | Commercial Metals Co | 股票-工业 | 0.68% | +0.66% | NEW | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | +0.49% | NEW | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | +0.63% | NEW | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.59% | +0.28% | NEW | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 0.57% | +0.53% | NEW | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.55% | +0.31% | NEW | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.55% | +0.55% | NEW | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | +0.64% | NEW | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.50% | +0.48% | NEW | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.49% | +0.49% | NEW | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.49% | — | -1.83% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.46% | +0.52% | NEW | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.46% | +0.67% | NEW | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.44% | +0.29% | NEW | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | +0.30% | NEW | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.40% | +0.42% | NEW | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.39% | — | -5.94% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | +0.38% | NEW | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.37% | +0.31% | NEW | |
| 38 | ANET | Arista Networks Inc | 股票-科技 | 0.36% | +0.34% | NEW | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.36% | +0.42% | NEW | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.35% | +0.36% | NEW | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.32% | NEW | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.34% | +0.31% | NEW | |
| 43 | ASML | ASML Holding N.V. | 股票-科技 | 0.33% | +0.43% | NEW | |
| 44 | TEL | TE Connectivity plc | 股票-科技 | 0.33% | +0.42% | NEW | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.33% | +0.29% | NEW | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.32% | +0.32% | NEW | |
| 47 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.31% | — | -5.73% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.31% | +0.32% | NEW | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.31% | +0.39% | NEW | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.30% | — | -6.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | -6.21% | 减仓 |
| 2 | TSLA | Tesla Inc | +0.4% | -3.89% | 减仓 |
| 3 | ANET | Arista Networks Inc | +0.4% | NEW | 新建仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | -6.62% | 减仓 |
| 5 | AVGO | Broadcom Inc | +0.3% | -3.69% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.48% | 减仓 |
| 7 | NFLX | Netflix Inc | +0.2% | -2.56% | 减仓 |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -3.56% | 减仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.49% | 减仓 |
| 11 | V | Visa Inc-class A Shares | +0.1% | -3.37% | 减仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -6.49% | 减仓 |
| 13 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 14 | BND | Vanguard Total Bond Market | +0.1% | +31.89% | 加仓 |
| 15 | CRM | Salesforce Inc | +0.1% | -0.85% | 减仓 |
| 16 | PEN | Penumbra Inc | +0.1% | -0.77% | 减仓 |
| 17 | VT | Vanguard Tot World Stk ETF | — | -2.55% | 减仓 |
| 18 | HD | Home Depot Inc | 0% | -4.71% | 减仓 |
| 19 | CMC | Commercial Metals Co | 0% | -0.22% | 减仓 |
| 20 | NVS | Novartis Ag-sponsored Adr | 0% | -5.58% | 减仓 |
| 21 | QCOM | Qualcomm Inc | 0% | -7.94% | 减仓 |
| 22 | MRK | Merck & Co. Inc. | -0.1% | -0.36% | 减仓 |
| 23 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -9.72% | 减仓 |
| 24 | XOM | Exxon Mobil CORP | -0.1% | -9.07% | 减仓 |
| 25 | AMGN | Amgen Inc | -0.1% | -7.16% | 减仓 |
| 26 | ABBV | Abbvie Inc | -0.1% | -5.72% | 减仓 |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.1% | -9.21% | 减仓 |
| 28 | PEP | Pepsico Inc | -0.1% | -10.18% | 减仓 |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | -30.70% | 减仓 |
| 30 | PFE | Pfizer Inc | -0.1% | -29.68% | 减仓 |
| 31 | CI | THE Cigna Group | -0.1% | -9.75% | 减仓 |
| 32 | ADBE | Adobe Inc | -0.1% | -6.83% | 减仓 |
| 33 | KO | Coca-cola Co/the | -0.1% | -9.43% | 减仓 |
| 34 | AMAT | Applied Materials Inc | -0.1% | -6.41% | 减仓 |
| 35 | ELV | Elevance Health Inc | -0.1% | -18.38% | 减仓 |
| 36 | DHR | Danaher CORP | -0.1% | -9.83% | 减仓 |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.77% | 加仓 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -7.20% | 减仓 |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -5.69% | 减仓 |
| 40 | ASML | ASML Holding N.V. | -0.1% | -7.78% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.1% | -4.63% | 减仓 |
| 42 | IVE | Ishares S&p 500 Value ETF | -0.1% | -18.36% | 减仓 |
| 43 | EAGG | Ishares Esg Aware US Aggrega | -0.1% | EXIT | 清仓 |
| 44 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 45 | AMD | Advanced Micro Devices | -0.1% | -12.33% | 减仓 |
| 46 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清仓 |
| 47 | LLY | Eli Lilly & Co | -0.2% | -6.19% | 减仓 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -5.94% | 减仓 |
| 49 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | 清仓 |
| 50 | GRND | Grindr Inc | -0.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Laird Norton Wetherby Wealth Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$24.5亿，共申报了 897 个公开持股仓位。
在 Q4 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 (8.0%)、MSFT (4.6%)、VTI (4.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.0% 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
ANET
市值: US$759.6万
本季最大获利了结 / 清仓标的
GRND
前期市值: US$1412.6万
在 Q4 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 3 个仓位、加仓 2 个仓位、减仓 40 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 GRND。
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。