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: 0001033974
申报总市值
US$15.0亿
US$15.0亿
149 檔
14.0%
在 Q4 2024 的 13F 官方备案中，Schaper Benz & Wise Investment Counsel Inc/wi 管理的美股投资组合规模来到 US$15.0亿，整体持股档数为 149 档。
在 Q4 2024，Schaper Benz & Wise Investment Counsel Inc/wi 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 2 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，Schaper Benz & Wise Investment Counsel Inc/wi 的前 5 大核心持股（包含 AAPL, WAT, SYK 等）合计占整体申报市值的 14.0%，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 | AAPL | Apple Inc | 股票-科技 | 4.33% | -0.04% | -1.46% | |
| 2 | WAT | Waters CORP | 股票-医疗保健 | 3.16% | +0.24% | -1.21% | |
| 3 | SYK | Stryker CORP | 股票-医疗保健 | 3.15% | -0.42% | +0.00% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.12% | +0.27% | -2.65% | |
| 5 | AXP | American Express Co | 股票-金融 | 3.04% | -0.06% | -2.30% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.56% | +0.86% | -0.76% | |
| 7 | ADBE | Adobe Inc | 股票-科技 | 2.47% | -0.32% | -0.54% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.45% | -0.13% | +1.28% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.22% | -0.22% | -1.68% | |
| 10 | PAYX | Paychex Inc | 股票-科技 | 2.17% | -0.05% | -1.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.13% | +0.20% | -0.23% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.04% | -0.19% | -1.30% | |
| 13 | LIN | Linde plc | 股票-原材料 | 2.01% | -0.20% | -0.49% | |
| 14 | AFL | Aflac Inc | 股票-金融 | 2.00% | -0.15% | -1.22% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 1.96% | -0.01% | -0.84% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.95% | -0.05% | -1.64% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 1.90% | -0.05% | -0.39% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.77% | — | +0.21% | |
| 19 | SYY | Sysco CORP | 股票-非周期性消费 | 1.61% | +0.05% | -0.59% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 1.56% | -0.38% | +0.28% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.14% | +1.70% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.51% | -0.22% | -1.10% | |
| 23 | AME | Ametek Inc | 股票-工业 | 1.50% | -0.04% | -0.98% | |
| 24 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.48% | -0.38% | +8.27% | |
| 25 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.45% | -0.29% | -0.30% | |
| 26 | ADI | Analog Devices Inc | 股票-科技 | 1.38% | +0.13% | -0.67% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 1.35% | +2.59% | +0.28% | |
| 28 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.34% | +0.08% | -0.86% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.29% | -0.16% | -6.37% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.47% | -1.23% | |
| 31 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.22% | -0.18% | +1.37% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.22% | +0.03% | -1.48% | |
| 33 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.21% | -0.01% | -1.40% | |
| 34 | USB | US Bancorp | 股票-金融 | 1.13% | +0.01% | -0.88% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | -0.17% | -0.67% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.11% | -0.11% | -0.70% | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.11% | -0.34% | +6.74% | |
| 38 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.09% | -0.05% | +0.05% | |
| 39 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.00% | -0.01% | +2.29% | |
| 40 | UBER | Uber Technologies Inc | 股票-工业 | 0.94% | -0.13% | +10.06% | |
| 41 | TFC | Truist Financial CORP | 股票-金融 | 0.91% | -0.06% | -0.24% | |
| 42 | ECL | Ecolab Inc | 股票-原材料 | 0.91% | -0.08% | +0.28% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.01% | -1.08% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | +0.01% | -1.65% | |
| 45 | AXON | Axon Enterprise Inc | 股票-工业 | 0.83% | +0.17% | +0.96% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.81% | -0.12% | -0.45% | |
| 47 | AKX | Ansys Inc | 股票-其他 | 0.81% | — | +2.30% | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.81% | -0.11% | -0.76% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.79% | -0.22% | +1.17% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.78% | -0.07% | +0.87% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.4% | +8.53% | 加仓 |
| 2 | WFC | Wells Fargo & Co | +0.4% | -1.30% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -2.65% | 减仓 |
| 4 | AXON | Axon Enterprise Inc | +0.3% | +0.96% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.23% | 减仓 |
| 6 | AAPL | Apple Inc | +0.3% | -1.46% | 减仓 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | -0.76% | 减仓 |
| 8 | V | Visa Inc-class A Shares | +0.2% | +0.21% | 加仓 |
| 9 | AXP | American Express Co | +0.2% | -2.30% | 减仓 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.29% | 加仓 |
| 11 | DIS | Walt Disney Co/the | +0.2% | -0.70% | 减仓 |
| 12 | SPOT | Spotify Technology S.A. | +0.1% | +1.84% | 加仓 |
| 13 | SLM | Slm CORP | +0.1% | -0.19% | 减仓 |
| 14 | GPN | Global Payments Inc | +0.1% | +4.32% | 加仓 |
| 15 | PYPL | Paypal Holdings Inc | +0.1% | +0.05% | 加仓 |
| 16 | ADP | Automatic Data Processing | +0.1% | -0.84% | 减仓 |
| 17 | PAYC | Paycom Software Inc | +0.1% | +2.73% | 加仓 |
| 18 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | -0.30% | 减仓 |
| 20 | NVDA | Nvidia CORP | +0.1% | -1.08% | 减仓 |
| 21 | PAYX | Paychex Inc | +0.1% | -1.31% | 减仓 |
| 22 | AKX | Ansys Inc | +0.1% | +2.30% | 加仓 |
| 23 | WAT | Waters CORP | +0.1% | -1.21% | 减仓 |
| 24 | SLB | Slb LTD | -0.1% | +1.17% | 加仓 |
| 25 | GE | General Electric | -0.1% | -0.07% | 减仓 |
| 26 | CP | Canadian Pacific Kansas City | -0.1% | +6.54% | 加仓 |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -16.67% | 减仓 |
| 28 | ORCL | Oracle CORP | -0.1% | -1.68% | 减仓 |
| 29 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清仓 |
| 30 | ECL | Ecolab Inc | -0.1% | +0.28% | 加仓 |
| 31 | SBUX | Starbucks CORP | -0.1% | -1.40% | 减仓 |
| 32 | HD | Home Depot Inc | -0.1% | -1.64% | 减仓 |
| 33 | MDT | Medtronic plc | -0.1% | -0.45% | 减仓 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | +0.87% | 加仓 |
| 35 | NKE | Nike Inc -cl B | -0.1% | +2.37% | 加仓 |
| 36 | ADI | Analog Devices Inc | -0.1% | -0.67% | 减仓 |
| 37 | UBER | Uber Technologies Inc | -0.1% | +10.06% | 加仓 |
| 38 | ALGN | Align Technology Inc | -0.1% | +2.84% | 加仓 |
| 39 | KMB | Kimberly-clark CORP | -0.1% | -1.48% | 减仓 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -0.67% | 减仓 |
| 41 | UNP | Union Pacific CORP | -0.2% | -0.39% | 减仓 |
| 42 | INTC | Intel CORP | -0.2% | -4.72% | 减仓 |
| 43 | AFL | Aflac Inc | -0.2% | -1.22% | 减仓 |
| 44 | IDXX | Idexx Laboratories Inc | -0.2% | +8.27% | 加仓 |
| 45 | CMCSA | Comcast Corp-class A | -0.2% | -6.37% | 减仓 |
| 46 | LIN | Linde plc | -0.3% | -0.49% | 减仓 |
| 47 | SRCLEUR | Stericycle Inc | -0.3% | EXIT | 清仓 |
| 48 | ADBE | Adobe Inc | -0.4% | -0.54% | 减仓 |
| 49 | REGN | Regeneron Pharmaceuticals | -0.4% | +6.74% | 加仓 |
| 50 | AMD | Advanced Micro Devices | -0.5% | +0.28% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Schaper Benz & Wise Investment Counsel Inc/wi 在 Q4 2024 季度的美股持仓总市值约为 US$15.0亿，共申报了 149 个公开持股仓位。
在 Q4 2024 季度，Schaper Benz & Wise Investment Counsel Inc/wi 按市值排列的前三大核心持股分别为：AAPL (4.3%)、WAT (3.2%)、SYK (3.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.3% 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
ANET
市值: US$106.1万
本季最大获利了结 / 清仓标的
SRCLEUR
前期市值: US$366.6万
在 Q4 2024 季度中，Schaper Benz & Wise Investment Counsel Inc/wi 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 19 个仓位、减仓 28 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 SRCLEUR。
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。