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
571 檔
31.3%
在 Q3 2024 申报期间，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma（CIK: 0000932974）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$103.0亿，共持有 571 个公开申报仓位。
在 Q3 2024，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 进行了温和的常态性持仓调整（包含新建仓 2 档、加仓 21 档、减仓 27 档与清仓 0 档），整体投资组合架构维持相对稳定。
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, FISV 等）合计占整体申报市值的 31.3%，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 571 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 | 7.30% | -0.16% | +1.73% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 6.78% | -0.01% | +0.11% | |
| 3 | FISV | Fiserv Inc | 股票-其他 | 5.20% | -0.30% | -1.41% | |
| 4 | INTU | Intuit Inc | 股票-科技 | 5.05% | -0.94% | -0.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.47% | +0.60% | +2.79% | |
| 6 | SYK | Stryker CORP | 股票-医疗保健 | 3.81% | -0.37% | -1.29% | |
| 7 | DHR | Danaher CORP | 股票-医疗保健 | 3.72% | -0.05% | +0.23% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.69% | -0.16% | +5.44% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 3.14% | +0.33% | +0.11% | |
| 10 | AMT | American Tower CORP | 股票-房地产 | 2.88% | -0.39% | -0.92% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.61% | -0.25% | -0.57% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 2.59% | +0.28% | -0.39% | |
| 13 | ADBE | Adobe Inc | 股票-科技 | 2.52% | -0.28% | +1.22% | |
| 14 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.44% | -0.41% | -1.72% | |
| 15 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.07% | +0.62% | -0.80% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.98% | -0.27% | -0.59% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.80% | -0.24% | -0.76% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.68% | +0.16% | -0.82% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 1.63% | -0.14% | -0.86% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.26% | +3.01% | |
| 21 | WEX | Wex Inc | 股票-科技 | 1.47% | -0.10% | -0.47% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | +0.20% | -1.55% | |
| 23 | PAYC | Paycom Software Inc | 股票-科技 | 1.45% | +0.01% | -8.11% | |
| 24 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.45% | +0.05% | -0.44% | |
| 25 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.41% | -0.05% | -2.07% | |
| 26 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.20% | -0.06% | -1.23% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 1.15% | -0.15% | -1.44% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.12% | -0.17% | -0.99% | |
| 29 | PH | Parker Hannifin CORP | 股票-工业 | 1.06% | -0.07% | -0.96% | |
| 30 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.92% | +0.26% | +31.52% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.92% | +0.01% | +2.00% | |
| 32 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.91% | -0.14% | +5.60% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | +0.05% | +18.13% | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.85% | -0.11% | -0.46% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.83% | -0.13% | -27.98% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.78% | -0.04% | -0.80% | |
| 37 | SNPS | Synopsys Inc | 股票-科技 | 0.67% | +0.25% | +127.96% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.01% | -1.54% | |
| 39 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.61% | -0.04% | -1.79% | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.59% | +0.07% | -1.17% | |
| 41 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.57% | -0.05% | +0.27% | |
| 42 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.54% | -0.09% | -3.14% | |
| 43 | BR | Broadridge Financial Solutio | 股票-科技 | 0.52% | -0.09% | -1.86% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.52% | +0.07% | -0.77% | |
| 45 | VLTO | Veralto CORP | 股票-工业 | 0.48% | -0.02% | -0.61% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | +0.01% | -2.82% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.08% | -1.36% | |
| 48 | ALGN | Align Technology Inc | 股票-医疗保健 | 0.40% | -0.02% | -8.10% | |
| 49 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.39% | +0.01% | -0.77% | |
| 50 | ADI | Analog Devices Inc | 股票-科技 | 0.38% | +0.11% | +0.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +1% | -1.41% | 减仓 |
| 2 | MA | Mastercard Inc - A | +0.7% | +0.11% | 加仓 |
| 3 | NOW | Servicenow Inc | +0.5% | -0.39% | 减仓 |
| 4 | SNPS | Synopsys Inc | +0.3% | +127.96% | 加仓 |
| 5 | VEEV | Veeva Systems Inc-class A | +0.3% | +31.52% | 加仓 |
| 6 | ADP | Automatic Data Processing | +0.2% | -0.82% | 减仓 |
| 7 | NVDA | Nvidia CORP | +0.2% | +3.01% | 加仓 |
| 8 | ABT | Abbott Laboratories | +0.2% | -0.76% | 减仓 |
| 9 | SBUX | Starbucks CORP | +0.2% | -0.80% | 减仓 |
| 10 | TTD | Trade Desk Inc/the -class A | +0.1% | -2.07% | 减仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +18.13% | 加仓 |
| 12 | SYK | Stryker CORP | +0.1% | -1.29% | 减仓 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | -0.99% | 减仓 |
| 14 | PM | Philip Morris International | +0.1% | -1.17% | 减仓 |
| 15 | GDDY | Godaddy Inc - Class A | +0.1% | NEW | 新建仓 |
| 16 | ANETEUR | Arista Networks Inc | +0.1% | +3482.97% | 加仓 |
| 17 | PGR | Progressive CORP | +0.1% | +2717.78% | 加仓 |
| 18 | AMT | American Tower CORP | +0.1% | -0.92% | 减仓 |
| 19 | CI | THE Cigna Group | +0.1% | +2185.73% | 加仓 |
| 20 | IBKR | Interactive Brokers Gro-cl A | +0.1% | NEW | 新建仓 |
| 21 | TXN | Texas Instruments Inc | +0.1% | +634.53% | 加仓 |
| 22 | HD | Home Depot Inc | +0.1% | +2.00% | 加仓 |
| 23 | LOW | Lowe's Cos Inc | +0.1% | -0.46% | 减仓 |
| 24 | COR | Cencora Inc | +0.1% | +6505.40% | 加仓 |
| 25 | GWW | Ww Grainger Inc | +0.1% | +6681.00% | 加仓 |
| 26 | PH | Parker Hannifin CORP | +0.1% | -0.96% | 减仓 |
| 27 | ORLY | O'reilly Automotive Inc | +0.1% | +0.27% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +56.50% | 加仓 |
| 29 | COST | Costco Wholesale CORP | 0% | -0.59% | 减仓 |
| 30 | AMZN | Amazon.com Inc | -0.1% | +5.44% | 加仓 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -0.77% | 减仓 |
| 32 | IDXX | Idexx Laboratories Inc | -0.1% | -3.14% | 减仓 |
| 33 | ALGN | Align Technology Inc | -0.1% | -8.10% | 减仓 |
| 34 | QCOM | Qualcomm Inc | -0.1% | -0.62% | 减仓 |
| 35 | ROP | Roper Technologies Inc | -0.1% | -1.44% | 减仓 |
| 36 | WEX | Wex Inc | -0.1% | -0.47% | 减仓 |
| 37 | REGN | Regeneron Pharmaceuticals | -0.1% | +5.60% | 加仓 |
| 38 | PAYC | Paycom Software Inc | -0.1% | -8.11% | 减仓 |
| 39 | TJX | Tjx Companies Inc | -0.1% | -1.72% | 减仓 |
| 40 | AAPL | Apple Inc | -0.2% | +0.11% | 加仓 |
| 41 | EOG | Eog Resources Inc | -0.2% | -0.86% | 减仓 |
| 42 | ASML | ASML Holding N.V. | -0.2% | -3.41% | 减仓 |
| 43 | DHR | Danaher CORP | -0.2% | +0.23% | 加仓 |
| 44 | CNI | Canadian Natl Railway Co | -0.2% | -0.44% | 减仓 |
| 45 | CRM | Salesforce Inc | -0.2% | -27.98% | 减仓 |
| 46 | ADBE | Adobe Inc | -0.5% | +1.22% | 加仓 |
| 47 | MSFT | Microsoft CORP | -0.5% | +1.73% | 加仓 |
| 48 | NXPI | NXP Semiconductors N.V. | -0.5% | -0.80% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.6% | +2.79% | 加仓 |
| 50 | INTU | Intuit Inc | -0.7% | -0.14% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 在 Q3 2024 季度的美股持仓总市值约为 US$103.0亿，共申报了 571 个公开持股仓位。
在 Q3 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 (7.3%)、MA (6.8%)、FISV (5.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.3% 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
GDDY
市值: US$1149.0万
本季最大获利了结 / 清仓标的
INTU
前期市值: US$6.2亿
在 Q3 2024 季度中，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 21 个仓位、减仓 27 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 GDDY。
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。