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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001353651
申报总市值
US$13.2亿
US$13.2亿
87 檔
47.3%
在 Q4 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 87 档。
Leith Wheeler Investment Counsel Ltd. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 16 档持股的同时，亦同步清仓 7 档并减仓 20 档标的。
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 47.3%，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 | 34.66% | +1.64% | -6.61% | |
| 2 | LHX | L3harris Technologies Inc | 股票-工业 | 3.24% | -0.69% | -8.74% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.16% | +0.36% | -28.86% | |
| 4 | WFC | Wells Fargo & Co | 股票-金融 | 2.84% | -0.12% | — | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 2.78% | -0.50% | +2.38% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.70% | +0.63% | -31.10% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.52% | -0.21% | +2.64% | |
| 8 | MDT | Medtronic plc | 股票-医疗保健 | 2.30% | -0.35% | -39.11% | |
| 9 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.29% | -0.26% | +6.15% | |
| 10 | ADSK | Autodesk Inc | 股票-科技 | 2.17% | -0.57% | +2.33% | |
| 11 | HSIC | Henry Schein Inc | 股票-医疗保健 | 2.06% | -0.95% | -25.95% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.01% | -2.09% | EXIT | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.00% | +0.12% | +3.35% | |
| 14 | BWA | Borgwarner Inc | 股票-周期性消费 | 1.82% | +0.47% | -13.12% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.63% | -0.11% | -43.92% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | +0.02% | -6.49% | |
| 17 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.49% | -0.40% | +2.60% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.41% | +0.27% | +109.95% | |
| 19 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 1.31% | -0.01% | -0.27% | |
| 20 | KD | Kyndryl Holdings Inc | 股票-科技 | 1.28% | -0.70% | EXIT | |
| 21 | SEIC | Sei Investments Company | 股票-金融 | 1.21% | -0.11% | -3.40% | |
| 22 | CPAY | Corpay Inc | 股票-科技 | 1.17% | -0.03% | -3.38% | |
| 23 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 1.14% | -0.09% | -3.38% | |
| 24 | KEYS | Keysight Technologies In | 股票-科技 | 1.08% | +0.13% | -11.33% | |
| 25 | EA | Electronic Arts Inc | 股票-通信服务 | 1.03% | — | -58.44% | |
| 26 | COR | Cencora Inc | 股票-医疗保健 | 1.02% | -0.18% | -27.94% | |
| 27 | GPN | Global Payments Inc | 股票-工业 | 0.91% | — | +0.09% | |
| 28 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.91% | -0.08% | -3.38% | |
| 29 | ORI | Old Republic Intl CORP | 股票-金融 | 0.88% | -0.06% | -3.38% | |
| 30 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.83% | -0.33% | +4.79% | |
| 31 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.83% | +0.93% | NEW | |
| 32 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 0.78% | -0.08% | +2.29% | |
| 33 | CCK | Crown Holdings Inc | 股票-周期性消费 | 0.75% | +0.01% | -3.37% | |
| 34 | MIDD | Middleby CORP | 股票-工业 | 0.72% | +0.13% | -3.39% | |
| 35 | SNA | Snap-on Inc | 股票-工业 | 0.69% | +0.01% | +12.16% | |
| 36 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.67% | +0.09% | -3.39% | |
| 37 | CNM | Core & Main Inc-class A | 股票-工业 | 0.66% | -0.08% | -3.34% | |
| 38 | HAYW | Hayward Holdings Inc | 股票-其他 | 0.66% | +0.11% | -3.39% | |
| 39 | FA | First Advantage CORP | 股票-其他 | 0.65% | +0.28% | +13.09% | |
| 40 | CSL | Carlisle Cos Inc | 股票-工业 | 0.60% | — | -3.39% | |
| 41 | MKSI | Mks Inc | 股票-科技 | 0.58% | +0.01% | -27.83% | |
| 42 | GL | Globe Life Inc | 股票-金融 | 0.57% | +0.11% | -3.39% | |
| 43 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.55% | -0.50% | EXIT | |
| 44 | GNTX | Gentex CORP | 股票-周期性消费 | 0.53% | +0.03% | +6.19% | |
| 45 | WH | Wyndham Hotels & Resorts Inc | 股票-周期性消费 | 0.50% | -0.03% | — | |
| 46 | LPX | Louisiana-pacific CORP | 股票-工业 | 0.49% | +0.38% | +89.16% | |
| 47 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.47% | -0.04% | +7.25% | |
| 48 | RRC | Range Resources CORP | 股票-能源 | 0.45% | -0.12% | — | |
| 49 | AWR | American States Water Co | 股票-公用事业 | 0.43% | — | — | |
| 50 | AAPL | Apple Inc | 股票-科技 | 0.30% | +0.01% | +404.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2% | -6.61% | 减仓 |
| 2 | META | Meta Platforms Inc-class A | +0.7% | +109.95% | 加仓 |
| 3 | CRM | Salesforce Inc | +0.6% | +2.38% | 加仓 |
| 4 | GMED | Globus Medical Inc - A | +0.4% | -3.38% | 减仓 |
| 5 | BDX | Becton Dickinson And Co | +0.4% | +6.15% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.3% | +3.35% | 加仓 |
| 7 | AAPL | Apple Inc | +0.3% | +404.40% | 加仓 |
| 8 | LPX | Louisiana-pacific CORP | +0.2% | +89.16% | 加仓 |
| 9 | IFF | Intl Flavors & Fragrances | +0.2% | -0.27% | 减仓 |
| 10 | MSFT | Microsoft CORP | +0.1% | +229.15% | 加仓 |
| 11 | SNA | Snap-on Inc | +0.1% | +12.16% | 加仓 |
| 12 | ADSK | Autodesk Inc | +0.1% | +2.33% | 加仓 |
| 13 | PEP | Pepsico Inc | +0.1% | +507.80% | 加仓 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +174.12% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -6.49% | 减仓 |
| 16 | MA | Mastercard Inc - A | +0.1% | +235.16% | 加仓 |
| 17 | NKE | Nike Inc -cl B | +0.1% | +2.60% | 加仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -28.86% | 减仓 |
| 19 | SEIC | Sei Investments Company | 0% | -3.40% | 减仓 |
| 20 | KD | Kyndryl Holdings Inc | — | +2.27% | 加仓 |
| 21 | MDLZ | Mondelez International Inc-a | — | +4.79% | 加仓 |
| 22 | GNTX | Gentex CORP | 0% | +6.19% | 加仓 |
| 23 | BWA | Borgwarner Inc | 0% | -13.12% | 减仓 |
| 24 | SNX | TD Synnex CORP | -0.1% | -24.54% | 减仓 |
| 25 | LHX | L3harris Technologies Inc | -0.1% | -8.74% | 减仓 |
| 26 | HSIC | Henry Schein Inc | -0.1% | -25.95% | 减仓 |
| 27 | COR | Cencora Inc | -0.2% | -27.94% | 减仓 |
| 28 | QQQM | Invesco Nasdaq 100 ETF | -0.4% | -26.55% | 减仓 |
| 29 | ORCL | Oracle CORP | -0.9% | -72.63% | 减仓 |
| 30 | PM | Philip Morris International | -0.9% | -98.10% | 减仓 |
| 31 | QCOM | Qualcomm Inc | -0.9% | -43.92% | 减仓 |
| 32 | UNH | Unitedhealth Group Inc | -1% | -31.10% | 减仓 |
| 33 | MDT | Medtronic plc | -1.1% | -39.11% | 减仓 |
| 34 | EA | Electronic Arts Inc | -1.2% | -58.44% | 减仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -1.7% | -96.37% | 减仓 |
| 36 | GOOG | Alphabet Inc-cl C | -1.8% | -94.73% | 减仓 |
| 37 | WFC | Wells Fargo & Co | — | NEW | 新建仓 |
| 38 | HUM | Humana Inc | — | EXIT | 清仓 |
| 39 | ALL | Allstate CORP | — | EXIT | 清仓 |
| 40 | VOO | Vanguard S&p 500 ETF | — | EXIT | 清仓 |
| 41 | WH | Wyndham Hotels & Resorts Inc | — | NEW | 新建仓 |
| 42 | RRC | Range Resources CORP | — | NEW | 新建仓 |
| 43 | BAH | Booz Allen Hamilton Holdings | — | EXIT | 清仓 |
| 44 | AWR | American States Water Co | — | NEW | 新建仓 |
| 45 | NVDA | Nvidia CORP | — | NEW | 新建仓 |
| 46 | EFOR | Everforth Inc | — | EXIT | 清仓 |
| 47 | SNN | Smith & Nephew PLC -spon Adr | — | EXIT | 清仓 |
| 48 | DEO | Diageo Plc-sponsored Adr | — | NEW | 新建仓 |
| 49 | KMX | Carmax Inc | — | EXIT | 清仓 |
| 50 | JNJ | Johnson & Johnson | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Leith Wheeler Investment Counsel Ltd. 在 Q4 2025 季度的美股持仓总市值约为 US$13.2亿，共申报了 87 个公开持股仓位。
在 Q4 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 (34.7%)、LHX (3.2%)、GOOGL (3.2%)。其中最大持股仓位 IVV 占据整体投资组合约 34.7% 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
WFC
市值: US$3788.5万
本季最大获利了结 / 清仓标的
HUM
前期市值: US$1079.3万
在 Q4 2025 季度中，Leith Wheeler Investment Counsel Ltd. 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 16 个仓位、减仓 20 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 WFC。 本季清仓仓位包含 HUM。
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。