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
59 檔
48.1%
Q4 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 59 个不同之权益投资仓位。
在 Q4 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, WFC, GOOGL 等）合计占整体申报市值的 48.1%，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 | 32.96% | +1.64% | -6.50% | |
| 2 | WFC | Wells Fargo & Co | 股票-金融 | 3.67% | -0.12% | -0.46% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.27% | +0.36% | +5.28% | |
| 4 | EA | Electronic Arts Inc | 股票-通信服务 | 3.01% | — | +1.45% | |
| 5 | HSIC | Henry Schein Inc | 股票-医疗保健 | 2.90% | -0.95% | -7.77% | |
| 6 | GPN | Global Payments Inc | 股票-工业 | 2.80% | — | -6.38% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.76% | -0.21% | -10.16% | |
| 8 | MDT | Medtronic plc | 股票-医疗保健 | 2.63% | -0.35% | +1.58% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.50% | +0.12% | +5.31% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.48% | -2.09% | EXIT | |
| 11 | LHX | L3harris Technologies Inc | 股票-工业 | 2.40% | -0.69% | +5.14% | |
| 12 | HUM | Humana Inc | 股票-医疗保健 | 2.34% | — | +1.91% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 2.29% | -0.11% | -23.44% | |
| 14 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.97% | — | -34.62% | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 1.77% | -0.50% | — | |
| 16 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.48% | -0.33% | +5.17% | |
| 17 | COR | Cencora Inc | 股票-医疗保健 | 1.35% | -0.18% | +5.23% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | +0.02% | +3.89% | |
| 19 | CPAY | Corpay Inc | 股票-科技 | 1.25% | -0.03% | -3.46% | |
| 20 | SEIC | Sei Investments Company | 股票-金融 | 1.21% | -0.11% | -3.45% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | — | -6.39% | |
| 22 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 1.02% | -0.09% | -3.53% | |
| 23 | KEYS | Keysight Technologies In | 股票-科技 | 1.00% | +0.13% | -3.47% | |
| 24 | GL | Globe Life Inc | 股票-金融 | 0.93% | +0.11% | -3.44% | |
| 25 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.89% | -0.08% | -3.47% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 0.88% | — | — | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.88% | +0.63% | +16.54% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.01% | — | |
| 29 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 0.86% | — | -52.45% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.82% | — | -5.51% | |
| 31 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.80% | -0.50% | EXIT | |
| 32 | LW | Lamb Weston Holdings Inc | 股票-非周期性消费 | 0.78% | — | -3.45% | |
| 33 | SNA | Snap-on Inc | 股票-工业 | 0.78% | +0.01% | -3.49% | |
| 34 | FA | First Advantage CORP | 股票-其他 | 0.77% | +0.28% | -3.47% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | +0.27% | +5.34% | |
| 36 | ORI | Old Republic Intl CORP | 股票-金融 | 0.75% | -0.06% | -3.45% | |
| 37 | CSL | Carlisle Cos Inc | 股票-工业 | 0.75% | — | -3.46% | |
| 38 | WH | Wyndham Hotels & Resorts Inc | 股票-周期性消费 | 0.71% | -0.03% | -3.43% | |
| 39 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.69% | +0.09% | -3.45% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | — | -6.95% | |
| 41 | MIDD | Middleby CORP | 股票-工业 | 0.65% | +0.13% | +40.19% | |
| 42 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.64% | +0.93% | NEW | |
| 43 | CCK | Crown Holdings Inc | 股票-周期性消费 | 0.64% | +0.01% | -3.42% | |
| 44 | GNTX | Gentex CORP | 股票-周期性消费 | 0.63% | +0.03% | -3.46% | |
| 45 | KMX | Carmax Inc | 股票-周期性消费 | 0.63% | — | -3.30% | |
| 46 | EFOR | Everforth Inc | 股票-其他 | 0.62% | — | -3.58% | |
| 47 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 0.59% | -0.08% | -22.74% | |
| 48 | MKSI | Mks Inc | 股票-科技 | 0.55% | +0.01% | -3.42% | |
| 49 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.47% | -0.04% | -3.45% | |
| 50 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.44% | — | -35.88% |
根据 SEC 官方 Form 13F 申报备案，Leith Wheeler Investment Counsel Ltd. 在 Q4 2024 季度的美股持仓总市值约为 US$13.2亿，共申报了 59 个公开持股仓位。
在 Q4 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 (33.0%)、WFC (3.7%)、GOOGL (3.3%)。其中最大持股仓位 IVV 占据整体投资组合约 33.0% 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。
在 Q4 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。
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。