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: 0001844873
申报总市值
US$11.7亿
US$11.7亿
69 檔
13.6%
在 Q1 2024 申报期间，Waycross Partners, LLC（CIK: 0001844873）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$11.7亿，共持有 69 个公开申报仓位。
Waycross Partners, LLC 在 Q1 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 26 档持股的同时，亦同步清仓 10 档并减仓 9 档标的。
在资产配置集中度方面，Waycross Partners, LLC 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 13.6%，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 | 7.03% | -0.55% | +14.12% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.06% | -0.06% | -6.77% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.01% | +0.18% | +5.42% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.93% | -0.48% | -18.04% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.37% | +0.84% | +28.14% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.19% | +0.53% | -9.99% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.64% | +0.15% | +5.96% | |
| 8 | TGT | Target CORP | 股票-周期性消费 | 3.37% | — | +8.40% | |
| 9 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 3.25% | -0.14% | -9.46% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.92% | -0.21% | +7.29% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.88% | -0.24% | +8.43% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.88% | — | +7.45% | |
| 13 | ADI | Analog Devices Inc | 股票-科技 | 2.63% | — | +8.13% | |
| 14 | SYY | Sysco CORP | 股票-非周期性消费 | 2.63% | — | +43.14% | |
| 15 | EMR | Emerson Electric Co | 股票-工业 | 2.60% | +2.21% | NEW | |
| 16 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.56% | — | +7.77% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 2.50% | — | +8.50% | |
| 18 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.49% | — | +26.78% | |
| 19 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 2.25% | — | +9.14% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.22% | — | +8.73% | |
| 21 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 2.21% | — | +9.04% | |
| 22 | CB | Chubb Limited | 股票-金融 | 2.18% | — | +8.39% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 2.10% | — | +7.49% | |
| 24 | MRVL | Marvell Technology Inc | 股票-科技 | 2.06% | — | +9.09% | |
| 25 | CSX | Csx CORP | 股票-工业 | 1.92% | — | +7.18% | |
| 26 | NSC | Norfolk Southern CORP | 股票-工业 | 1.80% | — | +9.45% | |
| 27 | C | Citigroup Inc | 股票-金融 | 1.73% | +0.38% | -11.40% | |
| 28 | EOG | Eog Resources Inc | 股票-能源 | 1.65% | — | +9.16% | |
| 29 | HUM | Humana Inc | 股票-医疗保健 | 1.52% | — | -16.75% | |
| 30 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.01% | — | +6.70% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | — | -7.69% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | — | +40.00% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | -0.02% | — | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +1.65% | — | |
| 35 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.50% | — | — | |
| 36 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.48% | — | — | |
| 37 | ALGN | Align Technology Inc | 股票-医疗保健 | 0.45% | — | — | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.44% | — | — | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.42% | -0.06% | — | |
| 40 | COR | Cencora Inc | 股票-医疗保健 | 0.42% | — | — | |
| 41 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.39% | — | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.38% | — | — | |
| 43 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 0.36% | — | -27.27% | |
| 44 | WDC | Western Digital CORP | 股票-科技 | 0.35% | — | — | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.35% | — | — | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.34% | — | — | |
| 47 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 0.34% | — | +50.00% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.33% | — | — | |
| 49 | DG | Dollar General CORP | 股票-非周期性消费 | 0.32% | — | — | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.31% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -6.77% | 减仓 |
| 2 | MSFT | Microsoft CORP | +1% | +14.12% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | +28.14% | 加仓 |
| 4 | SYY | Sysco CORP | +0.8% | +43.14% | 加仓 |
| 5 | TGT | Target CORP | +0.7% | +8.40% | 加仓 |
| 6 | ABBV | Abbvie Inc | +0.5% | +5.96% | 加仓 |
| 7 | EW | Edwards Lifesciences CORP | +0.5% | +9.04% | 加仓 |
| 8 | ALGN | Align Technology Inc | +0.5% | NEW | 新建仓 |
| 9 | EMR | Emerson Electric Co | +0.4% | +9.42% | 加仓 |
| 10 | WFC | Wells Fargo & Co | +0.4% | +8.50% | 加仓 |
| 11 | MA | Mastercard Inc - A | +0.3% | +8.43% | 加仓 |
| 12 | DIS | Walt Disney Co/the | +0.3% | +40.00% | 加仓 |
| 13 | MRVL | Marvell Technology Inc | +0.3% | +9.09% | 加仓 |
| 14 | CB | Chubb Limited | +0.3% | +8.39% | 加仓 |
| 15 | SBUX | Starbucks CORP | +0.2% | +26.78% | 加仓 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.2% | +8.73% | 加仓 |
| 17 | GS | Goldman Sachs Group Inc | +0.2% | +7.29% | 加仓 |
| 18 | TJX | Tjx Companies Inc | +0.2% | +7.45% | 加仓 |
| 19 | META | Meta Platforms Inc-class A | +0.2% | -18.04% | 减仓 |
| 20 | ULTA | Ulta Beauty Inc | +0.2% | +9.14% | 加仓 |
| 21 | NSC | Norfolk Southern CORP | +0.1% | +9.45% | 加仓 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +7.49% | 加仓 |
| 23 | CSX | Csx CORP | +0.1% | +7.18% | 加仓 |
| 24 | EOG | Eog Resources Inc | +0.1% | +9.16% | 加仓 |
| 25 | LLY | Eli Lilly & Co | +0.1% | -7.69% | 减仓 |
| 26 | PYPL | Paypal Holdings Inc | +0.1% | +6.70% | 加仓 |
| 27 | AMD | Advanced Micro Devices | +0.1% | — | 不变 |
| 28 | CMG | Chipotle Mexican Grill Inc | +0.1% | — | 不变 |
| 29 | CCL1EUR | Carnival CORP LTD | +0.1% | +50.00% | 加仓 |
| 30 | WDC | Western Digital CORP | +0.1% | — | 不变 |
| 31 | CVS | Cvs Health CORP | — | +7.77% | 加仓 |
| 32 | C | Citigroup Inc | — | -11.40% | 减仓 |
| 33 | ADI | Analog Devices Inc | 0% | +8.13% | 加仓 |
| 34 | ISRG | Intuitive Surgical Inc | -0.1% | -9.46% | 减仓 |
| 35 | AMZN | Amazon.com Inc | -0.1% | -9.99% | 减仓 |
| 36 | MTB | M & T Bank CORP | -0.1% | EXIT | 清仓 |
| 37 | CVNA | Carvana Co | -0.1% | EXIT | 清仓 |
| 38 | LVS | Las Vegas Sands CORP | -0.2% | -27.27% | 减仓 |
| 39 | BA | Boeing Co/the | -0.2% | — | 不变 |
| 40 | WYNN | Wynn Resorts LTD | -0.2% | EXIT | 清仓 |
| 41 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | EXIT | 清仓 |
| 42 | ZTS | Zoetis Inc | -0.4% | EXIT | 清仓 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | EXIT | 清仓 |
| 44 | DE | Deere & Co | -0.4% | -78.38% | 减仓 |
| 45 | KRE | Ss Spdr S&p Regional Bank | -0.4% | EXIT | 清仓 |
| 46 | IWM | Ishares Russell 2000 ETF | -0.6% | EXIT | 清仓 |
| 47 | AAPL | Apple Inc | -0.8% | +5.42% | 加仓 |
| 48 | HUM | Humana Inc | -1.1% | -16.75% | 减仓 |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -1.2% | EXIT | 清仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Waycross Partners, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$11.7亿，共申报了 69 个公开持股仓位。
在 Q1 2024 季度，Waycross Partners, LLC 按市值排列的前三大核心持股分别为：MSFT (7.0%)、NVDA (6.1%)、AAPL (5.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.0% 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
ALGN
市值: US$262.3万
本季最大获利了结 / 清仓标的
SPY
前期市值: US$2138.9万
在 Q1 2024 季度中，Waycross Partners, LLC 共进行了 46 项持仓异动，包含新建仓 1 个仓位、加仓 26 个仓位、减仓 9 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 ALGN。 本季清仓仓位包含 SPY。
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。