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: 0001222993
申报总市值
US$20.3亿
US$20.3亿
177 檔
22.4%
在 Q4 2024 的 13F 官方备案中，Waters Parkerson & Co., LLC 管理的美股投资组合规模来到 US$20.3亿，整体持股档数为 177 档。
Waters Parkerson & Co., LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 71 档持股的同时，亦同步清仓 21 档并减仓 55 档标的。
在资产配置集中度方面，Waters Parkerson & Co., LLC 的前 5 大核心持股（包含 V, META, MSFT 等）合计占整体申报市值的 22.4%，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 | V | Visa Inc-class A Shares | 股票-金融 | 5.19% | +0.35% | -0.67% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.02% | -0.32% | -0.95% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.82% | -0.11% | -0.38% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.53% | +0.21% | -0.54% | |
| 5 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 4.34% | -0.14% | -0.35% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 4.00% | +0.01% | -0.76% | |
| 7 | ACN | Accenture plc | 股票-科技 | 3.82% | -0.82% | -0.19% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.07% | -1.09% | +9.98% | |
| 9 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.77% | -0.30% | -0.45% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.70% | +0.28% | +0.77% | |
| 11 | ROK | Rockwell Automation Inc | 股票-工业 | 2.51% | +0.89% | +0.88% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.32% | -0.77% | +2.09% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.20% | +0.10% | +1.67% | |
| 14 | COHR | Coherent CORP | 股票-科技 | 2.15% | +1.10% | -0.76% | |
| 15 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 2.14% | -0.38% | +1.73% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.12% | -0.01% | -0.23% | |
| 17 | PM | Philip Morris International | 股票-非周期性消费 | 2.07% | +0.12% | -0.44% | |
| 18 | HON | Honeywell International Inc | 股票-工业 | 1.66% | -0.72% | EXIT | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.61% | +0.02% | +1.90% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.61% | -0.30% | -0.65% | |
| 21 | FBIN | Fortune Brands Innovations I | 股票-工业 | 1.56% | -0.01% | +0.59% | |
| 22 | AFL | Aflac Inc | 股票-金融 | 1.50% | +0.02% | -2.66% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.46% | -0.06% | -0.80% | |
| 24 | J | Jacobs Solutions Inc | 股票-工业 | 1.45% | -0.04% | +1.47% | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.42% | -0.08% | +1.14% | |
| 26 | DXCM | Dexcom Inc | 股票-医疗保健 | 1.28% | — | +1.41% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.28% | +0.33% | +1.66% | |
| 28 | BDC | Belden Inc | 股票-科技 | 1.26% | +0.06% | -1.10% | |
| 29 | CBZ | Cbiz Inc | 股票-其他 | 1.23% | +0.10% | — | |
| 30 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 1.21% | +0.03% | +9.92% | |
| 31 | NSC | Norfolk Southern CORP | 股票-工业 | 1.17% | +0.05% | +1.34% | |
| 32 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.12% | — | +2.79% | |
| 33 | O | Realty Income CORP | 股票-房地产 | 1.03% | -0.07% | +0.12% | |
| 34 | MCHP | Microchip Technology Inc | 股票-科技 | 1.00% | +0.32% | +0.60% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | -0.01% | -0.98% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工业 | 0.88% | — | -3.36% | |
| 37 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.84% | — | -6.96% | |
| 38 | GIS | General Mills Inc | 股票-非周期性消费 | 0.83% | -0.22% | -0.48% | |
| 39 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.77% | -0.07% | -0.42% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | +34.32% | |
| 41 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 0.74% | +0.05% | -0.15% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | +0.08% | -0.54% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.71% | -0.20% | +0.26% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.71% | -0.11% | +0.67% | |
| 45 | POOL | Pool CORP | 股票-工业 | 0.70% | — | +16.08% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.69% | +0.02% | -0.42% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.07% | +14.04% | |
| 48 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.58% | -0.17% | EXIT | |
| 49 | DOW | Dow Inc | 股票-原材料 | 0.57% | -0.05% | -14.94% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | +0.04% | +0.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CBZ | Cbiz Inc | +1.2% | NEW | 新建仓 |
| 2 | V | Visa Inc-class A Shares | +0.8% | -0.67% | 减仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.7% | -0.54% | 减仓 |
| 4 | CPAY | Corpay Inc | +0.6% | NEW | 新建仓 |
| 5 | BAC | Bank Of America CORP | +0.4% | +0.77% | 加仓 |
| 6 | AAPL | Apple Inc | +0.3% | +1.67% | 加仓 |
| 7 | ROK | Rockwell Automation Inc | +0.3% | +0.88% | 加仓 |
| 8 | DIS | Walt Disney Co/the | +0.3% | +1.14% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | -0.95% | 减仓 |
| 10 | DXCM | Dexcom Inc | +0.2% | +1.41% | 加仓 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.2% | +34.32% | 加仓 |
| 12 | HON | Honeywell International Inc | +0.2% | -0.98% | 减仓 |
| 13 | COHR | Coherent CORP | +0.2% | -0.76% | 减仓 |
| 14 | NVDA | Nvidia CORP | +0.2% | +14.04% | 加仓 |
| 15 | FHN | First Horizon CORP | +0.1% | +203.37% | 加仓 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +9.98% | 加仓 |
| 17 | TSEM | Tower Semiconductor Ltd. | +0.1% | -0.15% | 减仓 |
| 18 | RYAN | Ryan Specialty Holdings Inc | +0.1% | +9.92% | 加仓 |
| 19 | ACN | Accenture plc | +0.1% | -0.19% | 减仓 |
| 20 | WMT | Walmart Inc | +0.1% | +0.67% | 加仓 |
| 21 | J | Jacobs Solutions Inc | +0.1% | +1.47% | 加仓 |
| 22 | CVX | Chevron CORP | +0.1% | +2.09% | 加仓 |
| 23 | RPC | Ridgepost Capital Inc-a | +0.1% | +206.79% | 加仓 |
| 24 | EMR | Emerson Electric Co | +0.1% | NEW | 新建仓 |
| 25 | MSFT | Microsoft CORP | +0.1% | -0.38% | 减仓 |
| 26 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +70.31% | 加仓 |
| 27 | ABT | Abbott Laboratories | +0.1% | -0.45% | 减仓 |
| 28 | IWM | Ishares Russell 2000 ETF | +0.1% | +1.66% | 加仓 |
| 29 | POOL | Pool CORP | +0.1% | +16.08% | 加仓 |
| 30 | MCD | Mcdonald's CORP | +0.1% | +402.91% | 加仓 |
| 31 | TSLA | Tesla Inc | +0.1% | +8.23% | 加仓 |
| 32 | PM | Philip Morris International | +0.1% | -0.44% | 减仓 |
| 33 | AMZN | Amazon.com Inc | 0% | +4.93% | 加仓 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +1.14% | 加仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +14.87% | 加仓 |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +1.56% | 加仓 |
| 37 | BA | Boeing Co/the | 0% | -0.68% | 减仓 |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +4.72% | 加仓 |
| 39 | BLK | Blackrock Inc | 0% | NEW | 新建仓 |
| 40 | BX | Blackstone Inc | 0% | — | 不变 |
| 41 | AXON | Axon Enterprise Inc | 0% | — | 不变 |
| 42 | HWC | Hancock Whitney CORP | 0% | +5.86% | 加仓 |
| 43 | SPG | Simon Property Group Inc | 0% | +1.09% | 加仓 |
| 44 | IBM | Intl Business Machines CORP | 0% | -0.54% | 减仓 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.06% | 加仓 |
| 46 | PG | Procter & Gamble Co/the | 0% | -0.23% | 减仓 |
| 47 | ORCL | Oracle CORP | 0% | -0.80% | 减仓 |
| 48 | AVGO | Broadcom Inc | 0% | +11.41% | 加仓 |
| 49 | STEL | Stellar Bancorp Inc | 0% | NEW | 新建仓 |
| 50 | GEO | Geo Group Inc/the | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Waters Parkerson & Co., LLC 在 Q4 2024 季度的美股持仓总市值约为 US$20.3亿，共申报了 177 个公开持股仓位。
在 Q4 2024 季度，Waters Parkerson & Co., LLC 按市值排列的前三大核心持股分别为：V (5.2%)、META (5.0%)、MSFT (4.8%)。其中最大持股仓位 V 占据整体投资组合约 5.2% 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
CBZ
市值: US$2338.3万
本季最大获利了结 / 清仓标的
AMTM
前期市值: US$656.5万
在 Q4 2024 季度中，Waters Parkerson & Co., LLC 共进行了 153 项持仓异动，包含新建仓 6 个仓位、加仓 71 个仓位、减仓 55 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 CBZ。 本季清仓仓位包含 AMTM。
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。