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: 0001793923
申报总市值
US$2.0亿
US$2.0亿
55 檔
53.3%
截至 Q4 2024 季度末，Washburn Capital Management, Inc. 的美股持仓估值约为 US$2.0亿，全数申报仓位共有 55 档。
在 Q4 2024，Washburn Capital Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 20 个新仓位，并对 22 个既有持股进行加仓（合计增持 42 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Washburn Capital Management, Inc. 的前 5 大核心持股（包含 SPY, VTI, QQQ 等）合计占整体申报市值的 53.3%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 23.61% | -0.97% | +7.99% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 17.80% | -0.70% | +9.29% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.75% | +0.50% | +6.35% | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 8.07% | -2.33% | +3.21% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.87% | -0.13% | +20.14% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.81% | -0.32% | +0.45% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | -0.44% | +28.02% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.43% | — | — | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.24% | -0.14% | +28.80% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.10% | -0.40% | +17.76% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.01% | -0.19% | +4.16% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.78% | -0.28% | +8.46% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.48% | -0.20% | +34.97% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | -0.05% | +2.96% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.20% | +0.33% | +135.57% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 0.98% | -0.03% | +8.49% | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.84% | +1.27% | -1.56% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.15% | +11.63% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 0.71% | — | -11.90% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 0.65% | +0.26% | +4.96% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | +0.01% | +71.85% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | +0.19% | +102.58% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.55% | -0.02% | -4.29% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | +0.03% | +63.51% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.44% | +0.01% | +0.11% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.37% | -0.01% | +219.35% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.36% | — | — | |
| 28 | AA | Alcoa CORP | 股票-原材料 | 0.35% | — | -8.21% | |
| 29 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.34% | -0.01% | -0.13% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | -0.28% | +29.04% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.31% | — | -0.20% | |
| 32 | GE | General Electric | 股票-工业 | 0.29% | +0.02% | +148.58% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.26% | — | +11.46% | |
| 34 | TSLA | Tesla Inc | 股票-周期性消费 | 0.24% | +0.01% | +0.52% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.21% | -0.08% | — | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.21% | — | — | |
| 37 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.20% | +0.08% | — | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.18% | — | — | |
| 39 | BN | Brookfield CORP | 股票-金融 | 0.18% | -0.01% | — | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.17% | -0.14% | EXIT | |
| 41 | EXE | Expand Energy CORP | 股票-能源 | 0.17% | -0.04% | — | |
| 42 | EQT | Eqt CORP | 股票-能源 | 0.17% | -0.05% | — | |
| 43 | BLDR | Builders Firstsource Inc | 股票-工业 | 0.16% | — | — | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.16% | -0.07% | — | |
| 45 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.16% | -0.01% | — | |
| 46 | CRH | CRH plc | 股票-原材料 | 0.16% | -0.01% | — | |
| 47 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 0.14% | — | — | |
| 48 | VLO | Valero Energy CORP | 股票-能源 | 0.14% | — | -23.71% | |
| 49 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.14% | — | — | |
| 50 | SKT | Tanger Inc | 股票-房地产 | 0.14% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | +2.4% | NEW | 新建仓 |
| 2 | AMZN | Amazon.com Inc | +0.5% | +28.80% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.5% | +20.14% | 加仓 |
| 4 | CB | Chubb Limited | +0.4% | NEW | 新建仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +71.85% | 加仓 |
| 6 | VB | Vanguard Small-cap ETF | +0.3% | +102.58% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.2% | +63.51% | 加仓 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +34.97% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.2% | +28.02% | 加仓 |
| 10 | XLF | Ss Financial Select Sector | +0.2% | NEW | 新建仓 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建仓 |
| 12 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | 新建仓 |
| 13 | BN | Brookfield CORP | +0.2% | NEW | 新建仓 |
| 14 | ABT | Abbott Laboratories | +0.2% | NEW | 新建仓 |
| 15 | EXE | Expand Energy CORP | +0.2% | NEW | 新建仓 |
| 16 | EQT | Eqt CORP | +0.2% | NEW | 新建仓 |
| 17 | BLDR | Builders Firstsource Inc | +0.2% | NEW | 新建仓 |
| 18 | WMT | Walmart Inc | +0.2% | NEW | 新建仓 |
| 19 | PKG | Packaging CORP Of America | +0.2% | NEW | 新建仓 |
| 20 | CRH | CRH plc | +0.2% | NEW | 新建仓 |
| 21 | GE | General Electric | +0.1% | +148.58% | 加仓 |
| 22 | BITB | Bitwise Bitcoin ETF | +0.1% | NEW | 新建仓 |
| 23 | SKT | Tanger Inc | +0.1% | NEW | 新建仓 |
| 24 | ENB | Enbridge Inc | +0.1% | NEW | 新建仓 |
| 25 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 26 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建仓 |
| 27 | KO | The Coca-Cola Company | +0.1% | NEW | 新建仓 |
| 28 | LNTH | Lantheus Holdings Inc | +0.1% | NEW | 新建仓 |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | +135.57% | 加仓 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +17.76% | 加仓 |
| 31 | V | Visa Inc-class A Shares | +0.1% | +4.16% | 加仓 |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | +29.04% | 加仓 |
| 33 | TSLA | Tesla Inc | +0.1% | +0.52% | 加仓 |
| 34 | MS | Morgan Stanley | 0% | +0.11% | 加仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +11.63% | 加仓 |
| 36 | COST | Costco Wholesale CORP | -0.1% | +8.46% | 加仓 |
| 37 | RITM | Rithm Capital CORP | -0.1% | EXIT | 清仓 |
| 38 | SHOP | Shopify Inc - Class A | -0.2% | EXIT | 清仓 |
| 39 | ABBV | Abbvie Inc | -0.2% | -4.29% | 减仓 |
| 40 | AAPL | Apple Inc | -0.2% | +0.45% | 加仓 |
| 41 | SOXX | Ishares Semiconductor ETF | -0.2% | -1.56% | 减仓 |
| 42 | XLE | Ss Energy Select Sector | -0.3% | -11.90% | 减仓 |
| 43 | FCX | Freeport-mcmoran Inc | -0.3% | EXIT | 清仓 |
| 44 | LLY | Eli Lilly & Co | -0.4% | +2.96% | 加仓 |
| 45 | AMD | Advanced Micro Devices | -0.4% | EXIT | 清仓 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | +6.35% | 加仓 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | +9.29% | 加仓 |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | -0.9% | +3.21% | 加仓 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | +7.99% | 加仓 |
| 50 | IJH | Ishares Core S&p Midcap ETF | -2.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Washburn Capital Management, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$2.0亿，共申报了 55 个公开持股仓位。
在 Q4 2024 季度，Washburn Capital Management, Inc. 按市值排列的前三大核心持股分别为：SPY (23.6%)、VTI (17.8%)、QQQ (13.8%)。其中最大持股仓位 SPY 占据整体投资组合约 23.6% 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
MDY
市值: US$392.4万
本季最大获利了结 / 清仓标的
IJH
前期市值: US$319.9万
在 Q4 2024 季度中，Washburn Capital Management, Inc. 共进行了 50 项持仓异动，包含新建仓 20 个仓位、加仓 22 个仓位、减仓 3 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 MDY。 本季清仓仓位包含 IJH。
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。