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: 0001426754
申报总市值
US$8.1亿
US$8.1亿
94 檔
22.2%
Q4 2024 季度申报显示，Wallington Asset Management, LLC 披露的美股组合总市值为 US$8.1亿，涵盖 94 个不同之权益投资仓位。
在 Q4 2024，Wallington Asset Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 5 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，Wallington Asset Management, LLC 的前 5 大核心持股（包含 VEA, MSFT, TJX 等）合计占整体申报市值的 22.2%，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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.36% | +0.26% | -0.55% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.83% | -0.31% | -1.36% | |
| 3 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.75% | -0.57% | -0.36% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.73% | +0.23% | -0.61% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.49% | +0.25% | -0.30% | |
| 6 | LIN | Linde plc | 股票-原材料 | 4.33% | -0.15% | +1.11% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.76% | +0.12% | +1.26% | |
| 8 | WRB | Wr Berkley CORP | 股票-金融 | 3.38% | -2.72% | EXIT | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.94% | +0.40% | +0.27% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.86% | +0.34% | -0.49% | |
| 11 | HON | Honeywell International Inc | 股票-工业 | 2.77% | -1.36% | -0.67% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.74% | -0.17% | +1.38% | |
| 13 | UNP | Union Pacific CORP | 股票-工业 | 2.56% | +0.09% | +1.69% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.31% | +0.55% | +0.91% | |
| 15 | ✓ | 股票-其他 | 2.25% | — | +0.73% | ||
| 16 | PSX | Phillips 66 | 股票-能源 | 2.20% | -0.44% | -0.20% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.13% | +1.76% | +103.07% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.11% | +0.10% | +0.96% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.09% | — | -20.76% | |
| 20 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.92% | -0.66% | +0.46% | |
| 21 | PLGIX | Principal Lrgcp Grow I-inst | 股票-其他 | 1.89% | — | +28.03% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.86% | -0.57% | -1.85% | |
| 23 | AMT | American Tower CORP | 股票-房地产 | 1.85% | -0.19% | +0.13% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.85% | -0.09% | +0.11% | |
| 25 | ✓ | 股票-其他 | 1.81% | — | -0.07% | ||
| 26 | CMI | Cummins Inc | 股票-工业 | 1.72% | +0.55% | -0.39% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.70% | +0.08% | +1.82% | |
| 28 | DE | Deere & Co | 股票-工业 | 1.61% | +0.07% | -0.94% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 1.57% | -0.09% | -0.59% | |
| 30 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.57% | -0.20% | -0.43% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -0.51% | +1.79% | |
| 32 | BP | Bp Plc-spons Adr | 股票-能源 | 1.08% | -1.59% | EXIT | |
| 33 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.94% | — | -0.88% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.93% | -0.01% | -1.53% | |
| 35 | AFL | Aflac Inc | 股票-金融 | 0.89% | -0.05% | -1.79% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.79% | -0.05% | +0.18% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.78% | -0.14% | -1.45% | |
| 38 | OIEJX | Jpmorgan Equity Income-r6 | 股票-其他 | 0.70% | — | +5.35% | |
| 39 | VFSUX | Vanguard S/t Invest Grd-adm | 股票-其他 | 0.62% | — | +1.08% | |
| 40 | TROIX | T Rowe Pr Overseas Stock-i | 股票-其他 | 0.60% | — | +0.93% | |
| 41 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.59% | — | -2.88% | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.50% | +3.27% | -2.92% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | +0.02% | -0.72% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | +0.08% | -1.95% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | +0.03% | -7.31% | |
| 46 | WFSPX | Ishares S&p 500 Index-k | 股票-其他 | 0.45% | — | +7.26% | |
| 47 | JDMNX | Janus Hndrsn Enterprise-n | 股票-其他 | 0.37% | — | +3.93% | |
| 48 | ICSFX | Invesco Comstock Fund-r6 | 股票-其他 | 0.26% | — | +9.79% | |
| 49 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 0.23% | -0.03% | -2.80% | |
| 50 | PRSVX | T Rowe Pr Sm Cap Val-inv | 股票-其他 | 0.21% | — | +5.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.7% | +1.26% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.5% | +0.27% | 加仓 |
| 3 | GS | Goldman Sachs Group Inc | +0.5% | -0.49% | 减仓 |
| 4 | AAPL | Apple Inc | +0.5% | -0.61% | 减仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +0.91% | 加仓 |
| 6 | HON | Honeywell International Inc | +0.3% | -0.67% | 减仓 |
| 7 | TJX | Tjx Companies Inc | +0.3% | -0.36% | 减仓 |
| 8 | BAC | Bank Of America CORP | +0.2% | +1.82% | 加仓 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +103.07% | 加仓 |
| 10 | WRB | Wr Berkley CORP | +0.2% | +0.21% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +1.38% | 加仓 |
| 12 | CMI | Cummins Inc | +0.2% | -0.39% | 减仓 |
| 13 | DIS | Walt Disney Co/the | +0.1% | +0.18% | 加仓 |
| 14 | AVUV | Avantis US Small Cap Value | +0.1% | +0.96% | 加仓 |
| 15 | PLGIX | Principal Lrgcp Grow I-inst | +0.1% | +28.03% | 加仓 |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.30% | 减仓 |
| 17 | NVDA | Nvidia CORP | +0.1% | -0.72% | 减仓 |
| 18 | WFSPX | Ishares S&p 500 Index-k | +0.1% | +7.26% | 加仓 |
| 19 | AVGO | Broadcom Inc. | 0% | — | 不变 |
| 20 | QAAGXX | T Rowe Pr Blue Chip Grow | 0% | +19.18% | 加仓 |
| 21 | GLD | Spdr Gold Shares | 0% | -1.85% | 减仓 |
| 22 | MSFT | Microsoft CORP | 0% | -1.36% | 减仓 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -7.31% | 减仓 |
| 24 | HD | Home Depot Inc | 0% | -1.53% | 减仓 |
| 25 | RHHBY | Roche Holdings Ltd-spons Adr | 0% | -2.80% | 减仓 |
| 26 | XLK | Ss Technology Select Sector | 0% | EXIT | 清仓 |
| 27 | NKE | Nike Inc -cl B | 0% | EXIT | 清仓 |
| 28 | MPC | Marathon Petroleum CORP | 0% | EXIT | 清仓 |
| 29 | KVUE | Kenvue Inc | 0% | -2.88% | 减仓 |
| 30 | TROIX | T Rowe Pr Overseas Stock-i | 0% | +0.93% | 加仓 |
| 31 | ELV | Elevance Health Inc | 0% | EXIT | 清仓 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | +1.79% | 加仓 |
| 33 | AFL | Aflac Inc | -0.1% | -1.79% | 减仓 |
| 34 | BP | Bp Plc-spons Adr | -0.1% | -3.54% | 减仓 |
| 35 | LLY | Eli Lilly & Co | -0.1% | -1.95% | 减仓 |
| 36 | UNP | Union Pacific CORP | -0.1% | +1.69% | 加仓 |
| 37 | PEP | Pepsico Inc | -0.1% | -1.45% | 减仓 |
| 38 | LOW | Lowe's Cos Inc | -0.1% | -0.43% | 减仓 |
| 39 | CL | Colgate-palmolive Co | -0.1% | -0.88% | 减仓 |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | — | 减仓 |
| 41 | MU | Micron Technology Inc | -0.1% | -2.92% | 减仓 |
| 42 | JNJ | Johnson & Johnson | -0.1% | +0.11% | 加仓 |
| 43 | MDT | Medtronic plc | -0.2% | — | 加仓 |
| 44 | PSX | Phillips 66 | -0.3% | -0.20% | 减仓 |
| 45 | AMGN | Amgen Inc | -0.3% | -0.59% | 减仓 |
| 46 | LIN | Linde plc | -0.4% | +1.11% | 加仓 |
| 47 | AMT | American Tower CORP | -0.4% | +0.13% | 加仓 |
| 48 | VEA | Vanguard Ftse Developed ETF | -0.5% | -0.55% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.9% | -20.76% | 减仓 |
| 50 | CVS | Cvs Health CORP | -1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Wallington Asset Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$8.1亿，共申报了 94 个公开持股仓位。
在 Q4 2024 季度，Wallington Asset Management, LLC 按市值排列的前三大核心持股分别为：VEA (6.4%)、MSFT (5.8%)、TJX (4.8%)。其中最大持股仓位 VEA 占据整体投资组合约 6.4% 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
CVS
前期市值: US$716.2万
在 Q4 2024 季度中，Wallington Asset Management, LLC 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 19 个仓位、减仓 25 个仓位以及清仓 5 个仓位。 本季清仓仓位包含 CVS。
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。