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: 0001925251
申报总市值
US$4.2亿
US$4.2亿
42 檔
32.9%
根据最新整理的 13F 季度数据集，Walter Public Investments Inc. 于 Q3 2024 结束时的管理资产规模为 US$4.2亿。该机构在本季度申报了 42 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Walter Public Investments Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 28 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Walter Public Investments Inc. 的前 5 大核心持股（包含 MSFT, GOOG, GIB 等）合计占整体申报市值的 32.9%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.81% | -0.53% | +7.17% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.84% | +0.63% | +3.11% | |
| 3 | GIB | Cgi Inc | 股票-科技 | 4.57% | — | +10.47% | |
| 4 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 4.38% | -1.35% | +4.46% | |
| 5 | AZO | Autozone Inc | 股票-周期性消费 | 4.23% | -0.38% | -3.28% | |
| 6 | NOW | Servicenow Inc | 股票-科技 | 4.17% | — | +13.95% | |
| 7 | TT | Trane Technologies plc | 股票-工业 | 3.79% | +0.17% | +1.30% | |
| 8 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 3.74% | — | +2.15% | |
| 9 | MCO | Moody's CORP | 股票-金融 | 3.74% | -0.98% | +3.11% | |
| 10 | CP | Canadian Pacific Kansas City | 股票-工业 | 3.60% | +0.32% | +12.55% | |
| 11 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 3.54% | -2.48% | -7.73% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 3.49% | — | -7.80% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 3.45% | -0.90% | +22.21% | |
| 14 | ICE | Intercontinental Exchange In | 股票-金融 | 3.26% | -2.54% | +3.03% | |
| 15 | ICFI | Icf International Inc | 股票-其他 | 3.15% | -1.65% | EXIT | |
| 16 | DT | Dynatrace Inc | 股票-科技 | 3.08% | +0.82% | +3.11% | |
| 17 | ZTS | Zoetis Inc | 股票-医疗保健 | 2.87% | -1.16% | EXIT | |
| 18 | EA | Electronic Arts Inc | 股票-通信服务 | 2.87% | — | +31.10% | |
| 19 | MTD | Mettler-toledo International | 股票-医疗保健 | 2.82% | — | +3.12% | |
| 20 | BR | Broadridge Financial Solutio | 股票-科技 | 2.78% | — | -4.89% | |
| 21 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.62% | -0.72% | +52.03% | |
| 22 | GGG | Graco Inc | 股票-工业 | 2.55% | — | +13.11% | |
| 23 | ASML | ASML Holding N.V. | 股票-科技 | 2.38% | +1.32% | +29.66% | |
| 24 | EXPE | Expedia Group Inc | 股票-周期性消费 | 2.38% | -0.74% | EXIT | |
| 25 | VLTO | Veralto CORP | 股票-工业 | 2.32% | -0.15% | -9.11% | |
| 26 | PLNT | Planet Fitness Inc - Cl A | 股票-周期性消费 | 2.31% | -1.03% | EXIT | |
| 27 | SYY | Sysco CORP | 股票-非周期性消费 | 2.22% | — | +21.74% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.11% | — | +5.64% | |
| 29 | MSCI | Msci Inc | 股票-金融 | 2.00% | — | -19.11% | |
| 30 | CROX | Crocs Inc | 股票-周期性消费 | 1.42% | — | +3.10% | |
| 31 | TDY | Teledyne Technologies Inc | 股票-科技 | 1.42% | -0.56% | +2.86% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.18% | — | +30.66% | |
| 33 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.13% | — | +45.45% | |
| 34 | CME | Cme Group Inc | 股票-金融 | 0.12% | -0.35% | — | |
| 35 | TU | Telus CORP | 股票-其他 | 0.11% | -0.02% | +1.89% | |
| 36 | CDW | Cdw Corp/de | 股票-科技 | 0.10% | — | — | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.09% | +0.09% | -10.71% | |
| 38 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 0.09% | +0.01% | — | |
| 39 | DUK | Duke Energy CORP | 股票-公用事业 | 0.08% | — | — | |
| 40 | TD | Toronto-dominion Bank | 股票-金融 | 0.08% | +0.33% | -51.62% | |
| 41 | WCN | Waste Connections Inc | 股票-工业 | 0.07% | — | -25.00% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.07% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZTS | Zoetis Inc | +0.9% | +42.67% | 加仓 |
| 2 | MA | Mastercard Inc - A | +0.7% | +22.21% | 加仓 |
| 3 | NOW | Servicenow Inc | +0.6% | +13.95% | 加仓 |
| 4 | GIB | Cgi Inc | +0.6% | +10.47% | 加仓 |
| 5 | EA | Electronic Arts Inc | +0.5% | +31.10% | 加仓 |
| 6 | CDNS | Cadence Design Sys Inc | +0.5% | +52.03% | 加仓 |
| 7 | SYY | Sysco CORP | +0.4% | +21.74% | 加仓 |
| 8 | CP | Canadian Pacific Kansas City | +0.4% | +12.55% | 加仓 |
| 9 | DT | Dynatrace Inc | +0.3% | +3.11% | 加仓 |
| 10 | TT | Trane Technologies plc | +0.3% | +1.30% | 加仓 |
| 11 | GGG | Graco Inc | +0.3% | +13.11% | 加仓 |
| 12 | ICE | Intercontinental Exchange In | +0.3% | +3.03% | 加仓 |
| 13 | EXPE | Expedia Group Inc | +0.2% | +3.03% | 加仓 |
| 14 | MCO | Moody's CORP | +0.2% | +3.11% | 加仓 |
| 15 | PANW | Palo Alto Networks Inc | +0.2% | +30.66% | 加仓 |
| 16 | ICFI | Icf International Inc | +0.2% | +3.75% | 加仓 |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.2% | +5.64% | 加仓 |
| 18 | CME | Cme Group Inc | +0.1% | NEW | 新建仓 |
| 19 | CDW | Cdw Corp/de | +0.1% | NEW | 新建仓 |
| 20 | PLNT | Planet Fitness Inc - Cl A | +0.1% | +3.03% | 加仓 |
| 21 | TDY | Teledyne Technologies Inc | +0.1% | +2.86% | 加仓 |
| 22 | MRSH | Marsh & Mclennan Cos | 0% | +4.46% | 加仓 |
| 23 | AVB | Avalonbay Communities Inc | 0% | +45.45% | 加仓 |
| 24 | MTD | Mettler-toledo International | 0% | +3.12% | 加仓 |
| 25 | TU | Telus CORP | — | +1.89% | 加仓 |
| 26 | BEP | Brookfield Renewable Partners L.P. | — | — | 不变 |
| 27 | HD | Home Depot Inc | — | — | 不变 |
| 28 | DUK | Duke Energy CORP | — | — | 不变 |
| 29 | TXN | Texas Instruments Inc | 0% | -10.71% | 减仓 |
| 30 | WCN | Waste Connections Inc | 0% | -25.00% | 减仓 |
| 31 | MDT | Medtronic plc | -0.1% | EXIT | 清仓 |
| 32 | VLTO | Veralto CORP | -0.1% | -9.11% | 减仓 |
| 33 | TD | Toronto-dominion Bank | -0.1% | -51.62% | 减仓 |
| 34 | ASML | ASML Holding N.V. | -0.1% | +29.66% | 加仓 |
| 35 | CROX | Crocs Inc | -0.1% | +3.10% | 加仓 |
| 36 | BR | Broadridge Financial Solutio | -0.2% | -4.89% | 减仓 |
| 37 | MSCI | Msci Inc | -0.2% | -19.11% | 减仓 |
| 38 | AZO | Autozone Inc | -0.3% | -3.28% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.4% | +7.17% | 加仓 |
| 40 | ICLR | ICON Public Limited Company | -0.7% | +2.15% | 加仓 |
| 41 | GOOG | Alphabet Inc-cl C | -0.8% | +3.11% | 加仓 |
| 42 | BJ | Bj's Wholesale Club Holdings | -0.9% | -7.73% | 减仓 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -1.5% | -7.80% | 减仓 |
| 44 | CHD | Church & Dwight Co Inc | -2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Walter Public Investments Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$4.2亿，共申报了 42 个公开持股仓位。
在 Q3 2024 季度，Walter Public Investments Inc. 按市值排列的前三大核心持股分别为：MSFT (5.8%)、GOOG (4.8%)、GIB (4.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.8% 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
CME
市值: US$66.2万
本季最大获利了结 / 清仓标的
CHD
前期市值: US$1031.6万
在 Q3 2024 季度中，Walter Public Investments Inc. 共进行了 41 项持仓异动，包含新建仓 2 个仓位、加仓 28 个仓位、减仓 9 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CME。 本季清仓仓位包含 CHD。
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。