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: 0001353651
申报总市值
US$13.2亿
US$13.2亿
64 檔
37.9%
Q1 2024 季度申报显示，Leith Wheeler Investment Counsel Ltd. 披露的美股组合总市值为 US$13.2亿，涵盖 64 个不同之权益投资仓位。
在 Q1 2024 期间，Leith Wheeler Investment Counsel Ltd. 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Leith Wheeler Investment Counsel Ltd. 的前 5 大核心持股（包含 IVV, QQQM, HSIC 等）合计占整体申报市值的 37.9%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 38.71% | +1.64% | -0.26% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.89% | -2.09% | EXIT | |
| 3 | HSIC | Henry Schein Inc | 股票-医疗保健 | 2.88% | -0.95% | +17.91% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.06% | +0.36% | +66.94% | |
| 5 | GPN | Global Payments Inc | 股票-工业 | 1.99% | — | +5.28% | |
| 6 | QCOM | Qualcomm Inc | 股票-科技 | 1.95% | -0.11% | -53.23% | |
| 7 | LHX | L3harris Technologies Inc | 股票-工业 | 1.57% | -0.69% | +18.81% | |
| 8 | SEIC | Sei Investments Company | 股票-金融 | 1.52% | -0.11% | +0.09% | |
| 9 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 1.50% | — | -31.11% | |
| 10 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 1.49% | -0.08% | -35.24% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 1.49% | -0.12% | -49.98% | |
| 12 | CPAY | Corpay Inc | 股票-科技 | 1.46% | -0.03% | — | |
| 13 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.44% | — | +39.79% | |
| 14 | KEYS | Keysight Technologies In | 股票-科技 | 1.40% | +0.13% | +0.09% | |
| 15 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 1.39% | — | -12.28% | |
| 16 | EA | Electronic Arts Inc | 股票-通信服务 | 1.38% | — | -49.71% | |
| 17 | CSL | Carlisle Cos Inc | 股票-工业 | 1.36% | — | +0.08% | |
| 18 | MDT | Medtronic plc | 股票-医疗保健 | 1.35% | -0.35% | -49.79% | |
| 19 | UHS | Universal Health Services-b | 股票-医疗保健 | 1.32% | -0.50% | EXIT | |
| 20 | BWA | Borgwarner Inc | 股票-周期性消费 | 1.29% | +0.47% | +14.33% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | +0.12% | +16.86% | |
| 22 | ADSK | Autodesk Inc | 股票-科技 | 1.27% | -0.57% | +10.87% | |
| 23 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 1.26% | -0.08% | +0.08% | |
| 24 | GL | Globe Life Inc | 股票-金融 | 1.25% | +0.11% | +0.09% | |
| 25 | COR | Cencora Inc | 股票-医疗保健 | 1.25% | -0.18% | +5.73% | |
| 26 | HUM | Humana Inc | 股票-医疗保健 | 1.23% | — | — | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.11% | — | -58.48% | |
| 28 | GNTX | Gentex CORP | 股票-周期性消费 | 1.05% | +0.03% | +0.08% | |
| 29 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.05% | — | -3.90% | |
| 30 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 1.03% | +0.09% | +0.09% | |
| 31 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.03% | -0.33% | +5.38% | |
| 32 | MKSI | Mks Inc | 股票-科技 | 1.00% | +0.01% | +0.12% | |
| 33 | SNA | Snap-on Inc | 股票-工业 | 0.97% | +0.01% | +0.09% | |
| 34 | KMX | Carmax Inc | 股票-周期性消费 | 0.96% | — | +0.09% | |
| 35 | FA | First Advantage CORP | 股票-其他 | 0.95% | +0.28% | +24.61% | |
| 36 | MTCH | Match Group Inc | 股票-通信服务 | 0.95% | — | +5.02% | |
| 37 | EFOR | Everforth Inc | 股票-其他 | 0.95% | — | -29.10% | |
| 38 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.92% | +0.93% | NEW | |
| 39 | ORI | Old Republic Intl CORP | 股票-金融 | 0.91% | -0.06% | +0.10% | |
| 40 | CCK | Crown Holdings Inc | 股票-周期性消费 | 0.88% | +0.01% | +0.09% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.83% | — | — | |
| 42 | WH | Wyndham Hotels & Resorts Inc | 股票-周期性消费 | 0.78% | -0.03% | +0.10% | |
| 43 | MIDD | Middleby CORP | 股票-工业 | 0.76% | +0.13% | +0.08% | |
| 44 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.74% | -0.04% | +0.08% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.72% | +0.27% | -16.44% | |
| 46 | FUN | Six Flags Entertainment Corporation | 股票-其他 | 0.69% | — | +0.06% | |
| 47 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 0.65% | — | +0.10% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.02% | -42.36% | |
| 49 | CABO | Cable One Inc | 股票-通信服务 | 0.58% | — | +0.06% | |
| 50 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 0.45% | -0.09% | — |
根据 SEC 官方 Form 13F 申报备案，Leith Wheeler Investment Counsel Ltd. 在 Q1 2024 季度的美股持仓总市值约为 US$13.2亿，共申报了 64 个公开持股仓位。
在 Q1 2024 季度，Leith Wheeler Investment Counsel Ltd. 按市值排列的前三大核心持股分别为：IVV (38.7%)、QQQM (2.9%)、HSIC (2.9%)。其中最大持股仓位 IVV 占据整体投资组合约 38.7% 的权重。
在 Q1 2024 季度中，Leith Wheeler Investment Counsel Ltd. 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。
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。
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。