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
65 檔
48.5%
在 Q2 2025 的 13F 官方备案中，Leith Wheeler Investment Counsel Ltd. 管理的美股投资组合规模来到 US$13.2亿，整体持股档数为 65 档。
在 Q2 2025 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, LHX, GOOGL 等）合计占整体申报市值的 48.5%，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 | 33.53% | +1.64% | -1.00% | |
| 2 | LHX | L3harris Technologies Inc | 股票-工业 | 3.18% | -0.69% | +1.04% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.04% | +0.36% | +1.54% | |
| 4 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.89% | -0.21% | -10.01% | |
| 5 | HSIC | Henry Schein Inc | 股票-医疗保健 | 2.78% | -0.95% | +0.36% | |
| 6 | CRM | Salesforce Inc | 股票-科技 | 2.77% | -0.50% | +36.39% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.64% | -2.09% | EXIT | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 2.56% | -0.12% | -34.04% | |
| 9 | BWA | Borgwarner Inc | 股票-周期性消费 | 2.47% | +0.47% | +2.66% | |
| 10 | ADSK | Autodesk Inc | 股票-科技 | 2.42% | -0.57% | +2.38% | |
| 11 | MDT | Medtronic plc | 股票-医疗保健 | 2.19% | -0.35% | -31.39% | |
| 12 | GPN | Global Payments Inc | 股票-工业 | 2.14% | — | +2.73% | |
| 13 | EA | Electronic Arts Inc | 股票-通信服务 | 2.11% | — | -39.15% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | +0.12% | -18.32% | |
| 15 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.04% | -0.26% | +22.28% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.60% | -0.11% | -33.32% | |
| 17 | COR | Cencora Inc | 股票-医疗保健 | 1.55% | -0.18% | -17.55% | |
| 18 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 1.49% | -0.01% | +0.41% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | +0.02% | -6.84% | |
| 20 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.30% | — | +2.63% | |
| 21 | SEIC | Sei Investments Company | 股票-金融 | 1.28% | -0.11% | -2.62% | |
| 22 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.26% | -0.33% | -10.62% | |
| 23 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.20% | -0.40% | — | |
| 24 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 1.19% | -0.08% | +39.94% | |
| 25 | CPAY | Corpay Inc | 股票-科技 | 1.18% | -0.03% | -2.59% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.05% | +0.63% | — | |
| 27 | KEYS | Keysight Technologies In | 股票-科技 | 0.99% | +0.13% | -2.62% | |
| 28 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.91% | -0.08% | -2.60% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | +0.27% | +2.63% | |
| 30 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 0.80% | -0.09% | +10.89% | |
| 31 | CCK | Crown Holdings Inc | 股票-周期性消费 | 0.78% | +0.01% | -2.57% | |
| 32 | ORI | Old Republic Intl CORP | 股票-金融 | 0.77% | -0.06% | -2.59% | |
| 33 | CNM | Core & Main Inc-class A | 股票-工业 | 0.74% | -0.08% | — | |
| 34 | HUM | Humana Inc | 股票-医疗保健 | 0.74% | — | -68.87% | |
| 35 | CSL | Carlisle Cos Inc | 股票-工业 | 0.73% | — | -2.61% | |
| 36 | MIDD | Middleby CORP | 股票-工业 | 0.73% | +0.13% | +6.41% | |
| 37 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.73% | +0.93% | NEW | |
| 38 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.69% | -0.50% | EXIT | |
| 39 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.67% | +0.09% | -2.60% | |
| 40 | FA | First Advantage CORP | 股票-其他 | 0.66% | +0.28% | -2.60% | |
| 41 | HAYW | Hayward Holdings Inc | 股票-其他 | 0.61% | +0.11% | +33.07% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | -9.30% | |
| 43 | GL | Globe Life Inc | 股票-金融 | 0.53% | +0.11% | -34.96% | |
| 44 | SNA | Snap-on Inc | 股票-工业 | 0.52% | +0.01% | -27.09% | |
| 45 | MKSI | Mks Inc | 股票-科技 | 0.50% | +0.01% | -2.58% | |
| 46 | KMX | Carmax Inc | 股票-周期性消费 | 0.50% | — | -2.61% | |
| 47 | GNTX | Gentex CORP | 股票-周期性消费 | 0.47% | +0.03% | -2.61% | |
| 48 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.46% | — | -11.88% | |
| 49 | EFOR | Everforth Inc | 股票-其他 | 0.36% | — | -2.60% | |
| 50 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.33% | -0.04% | -2.56% |
根据 SEC 官方 Form 13F 申报备案，Leith Wheeler Investment Counsel Ltd. 在 Q2 2025 季度的美股持仓总市值约为 US$13.2亿，共申报了 65 个公开持股仓位。
在 Q2 2025 季度，Leith Wheeler Investment Counsel Ltd. 按市值排列的前三大核心持股分别为：IVV (33.5%)、LHX (3.2%)、GOOGL (3.0%)。其中最大持股仓位 IVV 占据整体投资组合约 33.5% 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。
在 Q2 2025 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。