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: 0002035982
申报总市值
US$1.7亿
US$1.7亿
99 檔
16.6%
在 Q4 2024 的 13F 官方备案中，Nicholson Wealth Management Group, LLC 管理的美股投资组合规模来到 US$1.7亿，整体持股档数为 99 档。
在 Q4 2024 期间，Nicholson Wealth Management Group, LLC 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，Nicholson Wealth Management Group, LLC 的前 5 大核心持股（包含 VOO, CATX, VTI 等）合计占整体申报市值的 16.6%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.58% | +0.33% | +157.29% | |
| 2 | CATX | Perspective Therapeutics Inc | 股票-其他 | 3.43% | -0.68% | +0.44% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.12% | +0.35% | -4.73% | |
| 4 | UBSI | United Bankshares Inc | 股票-金融 | 1.91% | +0.22% | -0.70% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | +0.03% | +40.06% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.67% | +0.26% | +16.05% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.63% | — | +44.41% | |
| 8 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.54% | -0.22% | +48.85% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | +0.23% | +329.24% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 1.27% | +0.10% | +39.65% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.24% | -0.15% | +65.10% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | +0.14% | +71.07% | |
| 13 | UNP | Union Pacific CORP | 股票-工业 | 1.20% | +0.07% | +89.46% | |
| 14 | COR | Cencora Inc | 股票-医疗保健 | 1.19% | -0.10% | +6.25% | |
| 15 | SO | Southern Co/the | 股票-公用事业 | 1.16% | — | — | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 1.15% | — | +0.82% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.15% | -0.12% | +13.45% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.14% | -0.09% | +25.44% | |
| 19 | GD | General Dynamics CORP | 股票-工业 | 1.13% | +0.06% | -3.01% | |
| 20 | HON | Honeywell International Inc | 股票-工业 | 1.11% | — | +72.90% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | +0.01% | +76.84% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.09% | +0.04% | +29.23% | |
| 23 | LIN | Linde plc | 股票-原材料 | 1.09% | +0.04% | +80.14% | |
| 24 | SYK | Stryker CORP | 股票-医疗保健 | 1.08% | -0.01% | +63.78% | |
| 25 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.08% | -0.01% | +60.74% | |
| 26 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.08% | -0.10% | +2.21% | |
| 27 | GWW | Ww Grainger Inc | 股票-工业 | 1.07% | +0.24% | +22.04% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.07% | +0.54% | +84.42% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 1.07% | +0.10% | +45.38% | |
| 30 | FDS | Factset Research Systems Inc | 股票-金融 | 1.06% | -0.80% | EXIT | |
| 31 | ADI | Analog Devices Inc | 股票-科技 | 1.05% | +0.27% | +95.49% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 1.03% | +0.54% | +96.31% | |
| 33 | CMS | Cms Energy CORP | 股票-公用事业 | 1.03% | -0.02% | +41.06% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.03% | -0.08% | +90.38% | |
| 35 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.03% | -0.06% | +71.61% | |
| 36 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.02% | +0.03% | +109.99% | |
| 37 | ECL | Ecolab Inc | 股票-原材料 | 1.02% | +0.04% | +154.19% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.02% | -0.08% | +97.28% | |
| 39 | PAYX | Paychex Inc | 股票-科技 | 1.02% | +0.05% | +64.19% | |
| 40 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.01% | -0.10% | +62.00% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.01% | — | +99.12% | |
| 42 | PPG | Ppg Industries Inc | 股票-原材料 | 1.01% | +0.13% | +164.30% | |
| 43 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.01% | -0.16% | +1189.65% | |
| 44 | O | Realty Income CORP | 股票-房地产 | 1.00% | — | +141.15% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.99% | -0.82% | EXIT | |
| 46 | LHX | L3harris Technologies Inc | 股票-工业 | 0.99% | -0.21% | +3.47% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.99% | — | +144.08% | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.99% | -0.05% | +185.71% | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 0.99% | +0.02% | +48.74% | |
| 50 | NJR | New Jersey Resources CORP | 股票-公用事业 | 0.98% | -0.02% | +57.28% |
根据 SEC 官方 Form 13F 申报备案，Nicholson Wealth Management Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$1.7亿，共申报了 99 个公开持股仓位。
在 Q4 2024 季度，Nicholson Wealth Management Group, LLC 按市值排列的前三大核心持股分别为：VOO (9.6%)、CATX (3.4%)、VTI (2.1%)。其中最大持股仓位 VOO 占据整体投资组合约 9.6% 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 Q4 2024 季度中，Nicholson Wealth Management Group, LLC 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。