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: 0001629649
申报总市值
US$85.3亿
US$85.3亿
877 檔
19.5%
根据最新整理的 13F 季度数据集，Northwestern Mutual Investment Management Company, LLC 于 Q1 2024 结束时的管理资产规模为 US$85.3亿。该机构在本季度申报了 877 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024，Northwestern Mutual Investment Management Company, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 26 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Northwestern Mutual Investment Management Company, LLC 的前 5 大核心持股（包含 VOO, IJR, EFA 等）合计占整体申报市值的 19.5%，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 877 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 12.05% | +1.25% | +2.24% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 10.23% | -1.20% | +5.05% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 9.18% | -3.93% | +61.63% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.13% | -1.07% | +347.06% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.90% | +0.46% | -49.58% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.24% | -0.02% | -49.14% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.59% | -0.29% | +0.23% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.06% | -0.21% | -0.47% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.85% | -0.24% | +0.25% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.37% | -0.11% | +0.77% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.90% | -0.18% | — | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.15% | -0.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | -0.02% | -0.17% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.09% | +0.25% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | -0.02% | -0.70% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | +0.01% | +0.25% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 0.48% | -0.04% | +0.51% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.05% | +0.25% | |
| 19 | TSLA | Tesla Inc | 股票-周期性消费 | 0.40% | -0.06% | +0.43% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | -0.13% | -0.62% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.38% | +0.02% | +0.25% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | -0.04% | -0.53% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.33% | -0.04% | -0.12% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.32% | -0.03% | -0.23% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | -0.03% | +0.09% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | -0.06% | +0.25% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.28% | -0.02% | +0.25% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.27% | -0.05% | +0.48% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.27% | -0.02% | +0.25% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.24% | +0.20% | +0.26% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.24% | -0.03% | -0.26% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.23% | -0.07% | -0.96% | |
| 33 | NFLX | Netflix Inc | 股票-通信服务 | 0.22% | -0.09% | -0.88% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.22% | -0.02% | +0.25% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.21% | -0.07% | +200.82% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.20% | -0.03% | +0.22% | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.20% | — | +0.09% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.20% | -0.02% | +0.25% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.19% | -0.02% | -0.47% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.19% | -0.02% | +0.25% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.19% | -0.02% | +0.50% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.17% | -0.02% | -0.66% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.17% | -0.04% | +0.25% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.17% | +0.02% | +0.57% | |
| 45 | MAC | Macerich Co/the | 股票-其他 | 0.17% | — | -68.26% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.17% | -0.03% | +0.60% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.16% | -0.03% | +0.29% | |
| 48 | GE | General Electric | 股票-工业 | 0.16% | +0.01% | +0.25% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.16% | — | +0.51% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.15% | +0.15% | +0.54% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +3.7% | +61.63% | 加仓 |
| 2 | VOO | Vanguard S&p 500 ETF | +1% | +2.24% | 加仓 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.9% | NEW | 新建仓 |
| 4 | NVDA | Nvidia CORP | +0.8% | +0.25% | 加仓 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.4% | +5.05% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -0.63% | 减仓 |
| 7 | MSFT | Microsoft CORP | +0.2% | +0.23% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +0.77% | 加仓 |
| 9 | LLY | Eli Lilly & Co | +0.1% | +0.25% | 加仓 |
| 10 | P | Everpure Inc-a | +0.1% | NEW | 新建仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.25% | 加仓 |
| 12 | AMH | American Homes 4 Rent- A | +0.1% | NEW | 新建仓 |
| 13 | AVGO | Broadcom Inc | +0.1% | +0.51% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.25% | 加仓 |
| 15 | ELF | Elf Beauty Inc | +0.1% | NEW | 新建仓 |
| 16 | VST | Vistra CORP | +0.1% | +0.26% | 加仓 |
| 17 | DIS | Walt Disney Co/the | +0.1% | +0.50% | 加仓 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +0.25% | 加仓 |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | -0.17% | 减仓 |
| 20 | XOM | Exxon Mobil CORP | 0% | -0.62% | 减仓 |
| 21 | AMD | Advanced Micro Devices | 0% | +0.26% | 加仓 |
| 22 | AIT | Applied Industrial Tech Inc | 0% | NEW | 新建仓 |
| 23 | GE | General Electric | 0% | +0.25% | 加仓 |
| 24 | WSM | Williams-sonoma Inc | 0% | +0.27% | 加仓 |
| 25 | NFLX | Netflix Inc | 0% | -0.88% | 减仓 |
| 26 | ABBV | Abbvie Inc | 0% | +0.25% | 加仓 |
| 27 | CYTK | Cytokinetics Inc | 0% | NEW | 新建仓 |
| 28 | EME | Emcor Group Inc | 0% | +0.27% | 加仓 |
| 29 | MA | Mastercard Inc - A | 0% | -0.12% | 减仓 |
| 30 | WHR | Whirlpool CORP | 0% | +606.22% | 加仓 |
| 31 | ZION | Zions Bancorp NA | 0% | +604.84% | 加仓 |
| 32 | PG | Procter & Gamble Co/the | 0% | +0.09% | 加仓 |
| 33 | MU | Micron Technology Inc | 0% | +0.79% | 加仓 |
| 34 | HD | Home Depot Inc | 0% | -0.23% | 减仓 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | -0.70% | 减仓 |
| 36 | AMAT | Applied Materials Inc | 0% | -0.29% | 减仓 |
| 37 | CRM | Salesforce Inc | 0% | -0.26% | 减仓 |
| 38 | CAT | Caterpillar Inc | 0% | +0.04% | 加仓 |
| 39 | SRCUSD | Spirit Realty Capital Inc | 0% | EXIT | 清仓 |
| 40 | ADBE | Adobe Inc | 0% | -0.47% | 减仓 |
| 41 | SMCIUSD | Super Micro Computer Inc | 0% | -84.51% | 减仓 |
| 42 | BA | Boeing Co/the | 0% | +1.10% | 加仓 |
| 43 | DECK | Deckers Outdoor CORP | -0.1% | -85.78% | 减仓 |
| 44 | TSLA | Tesla Inc | -0.2% | +0.43% | 加仓 |
| 45 | MAC | Macerich Co/the | -0.3% | -68.26% | 减仓 |
| 46 | AAPL | Apple Inc | -0.3% | -0.47% | 减仓 |
| 47 | IJH | Ishares Core S&p Midcap ETF | -0.4% | +347.06% | 加仓 |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.6% | EXIT | 清仓 |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -3.9% | -49.14% | 减仓 |
| 50 | IVV | Ishares Core S&p 500 ETF | -4.2% | -49.58% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Northwestern Mutual Investment Management Company, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$85.3亿，共申报了 877 个公开持股仓位。
在 Q1 2024 季度，Northwestern Mutual Investment Management Company, LLC 按市值排列的前三大核心持股分别为：VOO (12.1%)、IJR (10.2%)、EFA (9.2%)。其中最大持股仓位 VOO 占据整体投资组合约 12.1% 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
AGG
市值: US$3447.3万
本季最大获利了结 / 清仓标的
LQD
前期市值: US$2069.3万
在 Q1 2024 季度中，Northwestern Mutual Investment Management Company, LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 26 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AGG。 本季清仓仓位包含 LQD。
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。