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: 0001925853
申报总市值
US$4.2亿
US$4.2亿
128 檔
14.1%
Q4 2024 季度申报显示，Sterling Investment Counsel, LLC 披露的美股组合总市值为 US$4.2亿，涵盖 128 个不同之权益投资仓位。
在 Q4 2024，Sterling Investment Counsel, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 39 个仓位并完全清仓 11 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，Sterling Investment Counsel, LLC 的前 5 大核心持股（包含 IVW, QQQM, JEPI 等）合计占整体申报市值的 14.1%，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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 11.41% | +0.34% | -41.27% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 9.20% | +0.71% | -41.47% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 6.98% | -1.13% | -47.67% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 6.16% | -0.28% | -46.70% | |
| 5 | CGXU | Cap Group Intl Focus | ETF-其他 | 5.74% | +0.08% | -41.78% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.16% | -0.08% | -40.57% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.97% | +0.04% | -0.01% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.76% | +0.11% | -33.17% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | +0.02% | -29.79% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.39% | +0.20% | -30.74% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.22% | -51.70% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.26% | -0.20% | -30.77% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.73% | -0.03% | -56.24% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.23% | -0.12% | -41.67% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.11% | -55.18% | |
| 16 | ARKW | Ark Next Generation Internet | ETF-其他 | 1.16% | +0.03% | -12.29% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.13% | -0.10% | -75.55% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.13% | -0.06% | -23.08% | |
| 19 | CAH | Cardinal Health Inc | 股票-医疗保健 | 1.02% | -0.35% | — | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.95% | -0.11% | -1.54% | |
| 21 | HMOP | Hartford Municipal Opp ETF | ETF-其他 | 0.93% | — | -70.56% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.05% | -64.58% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | -0.09% | -32.38% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.75% | -0.05% | -18.20% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.71% | -0.04% | -17.46% | |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.69% | -0.04% | +2.82% | |
| 27 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 0.69% | — | -17.08% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.64% | -0.06% | -51.86% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.61% | -0.01% | -32.90% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.59% | +0.01% | -52.67% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.58% | — | -52.42% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.53% | -0.29% | -72.27% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.50% | -0.03% | -55.12% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | -0.08% | -70.31% | |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.48% | -0.06% | -0.47% | |
| 36 | TMP | Tompkins Financial CORP | 股票-其他 | 0.46% | -0.09% | -10.00% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.44% | +0.02% | -25.71% | |
| 38 | MTB | M & T Bank CORP | 股票-金融 | 0.43% | — | -39.70% | |
| 39 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.42% | — | — | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.42% | +0.01% | -57.10% | |
| 41 | CTAS | Cintas CORP | 股票-工业 | 0.42% | -0.04% | — | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | -0.09% | -48.97% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.41% | -0.25% | -58.76% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | -0.04% | -27.41% | |
| 45 | BUG | Global X Cybersecurity ETF | ETF-其他 | 0.40% | +0.07% | -12.72% | |
| 46 | GLW | Corning Inc | 股票-科技 | 0.39% | +0.03% | -1.20% | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.37% | -0.04% | -47.01% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.36% | -0.04% | -52.33% | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.35% | +0.04% | -57.31% | |
| 50 | IP | International Paper Co | 股票-周期性消费 | 0.34% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.5% | -41.27% | 减仓 |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +1.1% | -41.47% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -33.17% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.7% | -29.79% | 减仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -30.77% | 减仓 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.4% | -40.57% | 减仓 |
| 7 | AAPL | Apple Inc | +0.4% | -46.70% | 减仓 |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | -30.74% | 减仓 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | -41.67% | 减仓 |
| 10 | DIS | Walt Disney Co/the | 0% | -52.42% | 减仓 |
| 11 | MCD | Mcdonald's CORP | -0.1% | -48.97% | 减仓 |
| 12 | MRK | Merck & Co. Inc. | -0.1% | -47.01% | 减仓 |
| 13 | CGXU | Cap Group Intl Focus | -0.1% | -41.78% | 减仓 |
| 14 | JPM | Jpmorgan Chase & Co | -0.1% | -55.18% | 减仓 |
| 15 | AMZN | Amazon.com Inc | -0.1% | -56.24% | 减仓 |
| 16 | IVE | Ishares S&p 500 Value ETF | -0.1% | -51.86% | 减仓 |
| 17 | ETN | Eaton Corporation plc | -0.1% | -60.53% | 减仓 |
| 18 | HD | Home Depot Inc | -0.1% | -55.12% | 减仓 |
| 19 | TMO | Thermo Fisher Scientific Inc | -0.1% | -52.33% | 减仓 |
| 20 | CRM | Salesforce Inc | -0.1% | -69.78% | 减仓 |
| 21 | XLE | Ss Energy Select Sector | -0.1% | -58.76% | 减仓 |
| 22 | PH | Parker Hannifin CORP | -0.2% | -68.05% | 减仓 |
| 23 | ABBV | Abbvie Inc | -0.2% | -57.10% | 减仓 |
| 24 | XLB | Ss Materials Select Sector | -0.2% | -72.67% | 减仓 |
| 25 | UNH | Unitedhealth Group Inc | -0.2% | -52.67% | 减仓 |
| 26 | SO | Southern Co/the | -0.2% | -72.42% | 减仓 |
| 27 | PLD | Prologis Inc | -0.2% | -65.83% | 减仓 |
| 28 | AMGN | Amgen Inc | -0.2% | EXIT | 清仓 |
| 29 | STZ | Constellation Brands Inc-a | -0.3% | EXIT | 清仓 |
| 30 | SYK | Stryker CORP | -0.3% | EXIT | 清仓 |
| 31 | JNJ | Johnson & Johnson | -0.3% | EXIT | 清仓 |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | -0.3% | EXIT | 清仓 |
| 33 | V | Visa Inc-class A Shares | -0.3% | -64.58% | 减仓 |
| 34 | NOW | Servicenow Inc | -0.3% | -81.04% | 减仓 |
| 35 | BLKCHF | Blackrock Inc | -0.3% | EXIT | 清仓 |
| 36 | MSFT | Microsoft CORP | -0.3% | -51.70% | 减仓 |
| 37 | PEP | Pepsico Inc | -0.3% | EXIT | 清仓 |
| 38 | PANW | Palo Alto Networks Inc | -0.4% | -56.42% | 减仓 |
| 39 | GOOG | Alphabet Inc-cl C | -0.4% | -81.40% | 减仓 |
| 40 | WMT | Walmart Inc | -0.4% | -72.27% | 减仓 |
| 41 | LLY | Eli Lilly & Co | -0.5% | EXIT | 清仓 |
| 42 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | -47.67% | 减仓 |
| 43 | DGRO | Ishares Core Dividend Growth | -0.5% | -82.93% | 减仓 |
| 44 | KO | Coca-cola Co/the | -0.5% | -70.31% | 减仓 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -84.72% | 减仓 |
| 46 | IWF | Ishares Russell 1000 Growth | -0.8% | EXIT | 清仓 |
| 47 | HMOP | Hartford Municipal Opp ETF | -0.8% | -70.56% | 减仓 |
| 48 | MUB | Ishares National Muni Bond E | -0.8% | EXIT | 清仓 |
| 49 | SGOV | Ishares 0-3 Month Treasury B | -1% | EXIT | 清仓 |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.3% | -75.55% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Sterling Investment Counsel, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$4.2亿，共申报了 128 个公开持股仓位。
在 Q4 2024 季度，Sterling Investment Counsel, LLC 按市值排列的前三大核心持股分别为：IVW (11.4%)、QQQM (9.2%)、JEPI (7.0%)。其中最大持股仓位 IVW 占据整体投资组合约 11.4% 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。
本季最大获利了结 / 清仓标的
SGOV
前期市值: US$275.7万
在 Q4 2024 季度中，Sterling Investment Counsel, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 0 个仓位、减仓 39 个仓位以及清仓 11 个仓位。 本季清仓仓位包含 SGOV。
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。