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
518 檔
33.8%
在 Q2 2025 的 13F 官方备案中，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 管理的美股投资组合规模来到 US$103.0亿，整体持股档数为 518 档。
在 Q2 2025，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
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 33.8%，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 518 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 | 8.28% | -0.16% | -1.29% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 6.99% | -0.01% | -2.82% | |
| 3 | INTU | Intuit Inc | 股票-科技 | 6.43% | -0.94% | -1.16% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.75% | +0.60% | -0.44% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.29% | -0.16% | +0.66% | |
| 6 | FISV | Fiserv Inc | 股票-其他 | 4.28% | -0.30% | +1.28% | |
| 7 | SYK | Stryker CORP | 股票-医疗保健 | 4.08% | -0.37% | -0.70% | |
| 8 | DHR | Danaher CORP | 股票-医疗保健 | 2.92% | -0.05% | +0.12% | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 2.74% | +0.28% | -0.76% | |
| 10 | AMT | American Tower CORP | 股票-房地产 | 2.72% | -0.39% | +0.57% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.65% | +0.33% | -1.48% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.47% | -0.41% | -1.67% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.38% | +0.26% | +9.59% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.11% | -0.27% | -1.45% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.03% | -0.24% | -0.83% | |
| 16 | ADBE | Adobe Inc | 股票-科技 | 2.00% | -0.28% | -0.42% | |
| 17 | PAYC | Paycom Software Inc | 股票-科技 | 1.96% | +0.01% | -0.27% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.95% | -0.25% | +4.21% | |
| 19 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.87% | +0.62% | +0.49% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.76% | +0.20% | -1.79% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.74% | +0.16% | -0.39% | |
| 22 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.55% | +0.26% | +6.13% | |
| 23 | EOG | Eog Resources Inc | 股票-能源 | 1.50% | -0.14% | -0.07% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.44% | -0.17% | -0.51% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.31% | +0.05% | -0.50% | |
| 26 | PH | Parker Hannifin CORP | 股票-工业 | 1.29% | -0.07% | -0.24% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 1.08% | -0.15% | -2.87% | |
| 28 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.07% | -0.06% | -1.66% | |
| 29 | SNPS | Synopsys Inc | 股票-科技 | 1.01% | +0.25% | +12.90% | |
| 30 | WEX | Wex Inc | 股票-科技 | 1.00% | -0.10% | -3.23% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | +0.05% | -3.16% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.84% | +0.01% | +1.42% | |
| 33 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.83% | -0.05% | -0.25% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.79% | +0.07% | -0.73% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.77% | -0.13% | -0.06% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | -0.04% | -0.74% | |
| 37 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.66% | -0.11% | -0.85% | |
| 38 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.62% | -0.09% | -1.56% | |
| 39 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.59% | -0.05% | +1310.07% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | -0.01% | -0.28% | |
| 41 | BR | Broadridge Financial Solutio | 股票-科技 | 0.56% | -0.09% | -1.19% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | +0.07% | -0.41% | |
| 43 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.47% | -0.04% | -5.14% | |
| 44 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.46% | -0.14% | +3.57% | |
| 45 | VLTO | Veralto CORP | 股票-工业 | 0.42% | -0.02% | -3.20% | |
| 46 | ADI | Analog Devices Inc | 股票-科技 | 0.40% | +0.11% | -0.01% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | +0.01% | -1.00% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | -0.08% | -1.08% | |
| 49 | ASML | ASML Holding N.V. | 股票-科技 | 0.35% | +0.45% | +9.50% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.17% | +0.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | -1.29% | 减仓 |
| 2 | INTU | Intuit Inc | +1% | -1.16% | 减仓 |
| 3 | NVDA | Nvidia CORP | +0.8% | +9.59% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +0.66% | 加仓 |
| 5 | NOW | Servicenow Inc | +0.3% | -0.76% | 减仓 |
| 6 | VEEV | Veeva Systems Inc-class A | +0.3% | +6.13% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -0.51% | 减仓 |
| 8 | SNPS | Synopsys Inc | +0.2% | +12.90% | 加仓 |
| 9 | TTD | Trade Desk Inc/the -class A | +0.2% | -0.25% | 减仓 |
| 10 | NXPI | NXP Semiconductors N.V. | +0.2% | +0.49% | 加仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.44% | 减仓 |
| 12 | PH | Parker Hannifin CORP | +0.1% | -0.24% | 减仓 |
| 13 | DKS | Dick's Sporting Goods Inc | +0.1% | +64.04% | 加仓 |
| 14 | IDXX | Idexx Laboratories Inc | +0.1% | -1.56% | 减仓 |
| 15 | ADI | Analog Devices Inc | +0.1% | -0.01% | 减仓 |
| 16 | ASML | ASML Holding N.V. | +0.1% | +9.50% | 加仓 |
| 17 | NKE | Nike Inc -cl B | 0% | -5.14% | 减仓 |
| 18 | COF | Capital One Financial CORP | 0% | NEW | 新建仓 |
| 19 | WEX | Wex Inc | 0% | -3.23% | 减仓 |
| 20 | QCOM | Qualcomm Inc | 0% | +0.24% | 加仓 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -1.81% | 减仓 |
| 22 | SYK | Stryker CORP | — | -0.70% | 减仓 |
| 23 | SBUX | Starbucks CORP | — | -0.74% | 减仓 |
| 24 | GOOG | Alphabet Inc-cl C | — | -2.25% | 减仓 |
| 25 | ADBE | Adobe Inc | 0% | -0.42% | 减仓 |
| 26 | CRM | Salesforce Inc | 0% | -0.06% | 减仓 |
| 27 | PM | Philip Morris International | 0% | -0.73% | 减仓 |
| 28 | VLTO | Veralto CORP | 0% | -3.20% | 减仓 |
| 29 | DFSEUR | Discover Financial Services | 0% | EXIT | 清仓 |
| 30 | IBKR | Interactive Brokers Gro-cl A | 0% | -17.87% | 减仓 |
| 31 | EOG | Eog Resources Inc | 0% | -0.07% | 减仓 |
| 32 | HD | Home Depot Inc | 0% | +1.42% | 加仓 |
| 33 | AMAT | Applied Materials Inc | 0% | -94.43% | 减仓 |
| 34 | CNI | Canadian Natl Railway Co | -0.1% | -0.50% | 减仓 |
| 35 | PGR | Progressive CORP | -0.1% | -90.82% | 减仓 |
| 36 | MCD | Mcdonald's CORP | -0.1% | -0.74% | 减仓 |
| 37 | ADP | Automatic Data Processing | -0.1% | -0.39% | 减仓 |
| 38 | V | Visa Inc-class A Shares | -0.1% | -1.79% | 减仓 |
| 39 | REGN | Regeneron Pharmaceuticals | -0.1% | +3.57% | 加仓 |
| 40 | PAYC | Paycom Software Inc | -0.1% | -0.27% | 减仓 |
| 41 | ORLY | O'reilly Automotive Inc | -0.1% | +1310.07% | 加仓 |
| 42 | ABT | Abbott Laboratories | -0.1% | -0.83% | 减仓 |
| 43 | AMT | American Tower CORP | -0.1% | +0.57% | 加仓 |
| 44 | CHD | Church & Dwight Co Inc | -0.2% | -1.66% | 减仓 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -3.16% | 减仓 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.3% | +4.21% | 加仓 |
| 47 | AAPL | Apple Inc | -0.3% | -1.48% | 减仓 |
| 48 | TJX | Tjx Companies Inc | -0.3% | -1.67% | 减仓 |
| 49 | MA | Mastercard Inc - A | -0.5% | -2.82% | 减仓 |
| 50 | FISV | Fiserv Inc | -1.6% | +1.28% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 在 Q2 2025 季度的美股持仓总市值约为 US$103.0亿，共申报了 518 个公开持股仓位。
在 Q2 2025 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 (8.3%)、MA (7.0%)、INTU (6.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.3% 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
COF
市值: US$376.6万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$331.4万
在 Q2 2025 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 1 个仓位、加仓 14 个仓位、减仓 34 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 COF。 本季清仓仓位包含 DFSEUR。
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。