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: 0000932974
申报总市值
US$103.0亿
US$103.0亿
551 檔
30.5%
截至 Q2 2024 季度末，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 的美股持仓估值约为 US$103.0亿，全数申报仓位共有 551 档。
在 Q2 2024 期间，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 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，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 的前 5 大核心持股（包含 MSFT, MA, INTU 等）合计占整体申报市值的 30.5%，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 551 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 | MSFT | Microsoft CORP | 股票-科技 | 7.83% | -0.16% | -1.38% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 6.06% | -0.01% | -1.52% | |
| 3 | INTU | Intuit Inc | 股票-科技 | 5.75% | -0.94% | -1.53% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.07% | +0.60% | +0.02% | |
| 5 | FISV | Fiserv Inc | 股票-其他 | 4.20% | -0.30% | -0.20% | |
| 6 | DHR | Danaher CORP | 股票-医疗保健 | 3.89% | -0.05% | -0.13% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.74% | -0.16% | +0.78% | |
| 8 | SYK | Stryker CORP | 股票-医疗保健 | 3.69% | -0.37% | -1.25% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 3.29% | +0.33% | -2.42% | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 3.01% | -0.28% | +0.80% | |
| 11 | AMT | American Tower CORP | 股票-房地产 | 2.79% | -0.39% | -1.17% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.70% | -0.25% | +0.17% | |
| 13 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.61% | +0.62% | -2.57% | |
| 14 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.58% | -0.41% | -1.09% | |
| 15 | NOW | Servicenow Inc | 股票-科技 | 2.13% | +0.28% | +1.05% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.96% | -0.27% | -1.55% | |
| 17 | EOG | Eog Resources Inc | 股票-能源 | 1.79% | -0.14% | -0.82% | |
| 18 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.67% | +0.05% | -0.06% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.65% | -0.24% | -0.16% | |
| 20 | WEX | Wex Inc | 股票-科技 | 1.60% | -0.10% | +5.56% | |
| 21 | PAYC | Paycom Software Inc | 股票-科技 | 1.59% | +0.01% | +9.42% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.48% | +0.16% | -0.45% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.45% | +0.20% | -1.05% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.45% | +0.26% | +919.11% | |
| 25 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.27% | -0.05% | -2.07% | |
| 26 | ROP | Roper Technologies Inc | 股票-科技 | 1.26% | -0.15% | +1.01% | |
| 27 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.25% | -0.06% | -2.46% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 1.06% | -0.13% | -1.10% | |
| 29 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.05% | -0.14% | +18.80% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | -0.17% | -0.24% | |
| 31 | PH | Parker Hannifin CORP | 股票-工业 | 1.00% | -0.07% | +0.18% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.85% | +0.01% | -0.36% | |
| 33 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.78% | -0.11% | -0.30% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | +0.05% | +1.33% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | -0.01% | -0.28% | |
| 36 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.64% | -0.09% | -0.76% | |
| 37 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.63% | +0.26% | +55.45% | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.63% | -0.04% | -2.03% | |
| 39 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.59% | -0.04% | -0.35% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.56% | +0.07% | -0.39% | |
| 41 | BR | Broadridge Financial Solutio | 股票-科技 | 0.53% | -0.09% | -0.29% | |
| 42 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.51% | -0.05% | -0.38% | |
| 43 | ALGN | Align Technology Inc | 股票-医疗保健 | 0.51% | -0.02% | -4.34% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.49% | +0.07% | -1.82% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.48% | +0.01% | -0.67% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | +0.17% | -0.18% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.47% | +0.45% | +0.72% | |
| 48 | VLTO | Veralto CORP | 股票-工业 | 0.47% | -0.02% | -5.63% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.08% | +0.18% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | +0.01% | -2.99% |
根据 SEC 官方 Form 13F 申报备案，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 在 Q2 2024 季度的美股持仓总市值约为 US$103.0亿，共申报了 551 个公开持股仓位。
在 Q2 2024 季度，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 按市值排列的前三大核心持股分别为：MSFT (7.8%)、MA (6.1%)、INTU (5.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.8% 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 2024 季度中，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 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。