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: 0001061186
申报总市值
US$551.6亿
US$551.6亿
289 檔
17.4%
截至 Q3 2024 季度末，Wcm Investment Management, LLC 的美股持仓估值约为 US$551.6亿，全数申报仓位共有 289 档。
Wcm Investment Management, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 17 个全新仓位及加仓 94 档持股的同时，亦同步清仓 10 档并减仓 79 档标的。
在资产配置集中度方面，Wcm Investment Management, LLC 的前 5 大核心持股（包含 CP, SE, IBN 等）合计占整体申报市值的 17.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 289 只）
| # | 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 | CP | Canadian Pacific Kansas City | 股票-工业 | 4.68% | -0.44% | -20.20% | |
| 2 | SE | Sea Ltd-adr | 股票-通信服务 | 4.47% | -0.32% | +35.86% | |
| 3 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 4.37% | -0.26% | -0.89% | |
| 4 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 4.31% | — | -0.29% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.93% | +0.90% | +14.14% | |
| 6 | LIN | Linde plc | 股票-原材料 | 3.72% | -0.73% | -0.90% | |
| 7 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 3.58% | -0.62% | -0.36% | |
| 8 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 3.24% | -0.24% | +18.54% | |
| 9 | NU | Nu Holdings Ltd. | 股票-金融 | 3.14% | -0.48% | -0.47% | |
| 10 | APP | Applovin Corp-class A | 股票-科技 | 3.13% | -0.90% | +10.51% | |
| 11 | WCN | Waste Connections Inc | 股票-工业 | 3.09% | -0.28% | -17.64% | |
| 12 | ASML | ASML Holding N.V. | 股票-科技 | 3.06% | +0.59% | -0.36% | |
| 13 | CPNG | Coupang Inc | 股票-周期性消费 | 2.90% | — | -0.38% | |
| 14 | AON | Aon plc | 股票-金融 | 2.75% | -0.33% | +0.02% | |
| 15 | MNDY | monday.com Ltd. | 股票-科技 | 2.58% | — | +0.16% | |
| 16 | STE | STERIS plc | 股票-医疗保健 | 2.54% | — | -0.54% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.50% | -0.03% | -1.72% | |
| 18 | MELI | Mercadolibre Inc | 股票-周期性消费 | 2.50% | — | -28.85% | |
| 19 | GE | General Electric | 股票-工业 | 2.33% | -0.33% | -2.23% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.26% | -0.99% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | -0.07% | -1.08% | |
| 22 | TEAM | Atlassian Corp-cl A | 股票-科技 | 1.63% | — | -40.23% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.59% | — | -1.04% | |
| 24 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 1.51% | — | -2.73% | |
| 25 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.48% | -0.16% | -10.03% | |
| 26 | GEV | GE Vernova Inc | 股票-工业 | 1.45% | — | +83.09% | |
| 27 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.33% | — | -2.91% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | -0.10% | -0.93% | |
| 29 | ENTG | Entegris Inc | 股票-科技 | 1.32% | — | -0.66% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.30% | — | -1.93% | |
| 31 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 1.22% | — | -2.65% | |
| 32 | MCK | Mckesson CORP | 股票-医疗保健 | 1.21% | -0.53% | -1.09% | |
| 33 | RGA | Reinsurance Group Of America | 股票-金融 | 1.20% | -0.12% | +1208.47% | |
| 34 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.13% | — | -18.65% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.09% | +0.03% | -1.09% | |
| 36 | EPAM | Epam Systems Inc | 股票-科技 | 1.01% | — | -0.30% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.00% | — | -27.03% | |
| 38 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.99% | — | -1.18% | |
| 39 | ILMN | Illumina Inc | 股票-医疗保健 | 0.96% | +0.41% | -2.71% | |
| 40 | CTVA | Corteva Inc | 股票-原材料 | 0.92% | -0.30% | -1.38% | |
| 41 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.86% | -0.31% | -0.84% | |
| 42 | FRPT | Freshpet Inc | 股票-非周期性消费 | 0.85% | — | +749.65% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.69% | — | -1.20% | |
| 44 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.37% | -0.41% | — | |
| 45 | UBS | UBS Group AG | 股票-金融 | 0.37% | +0.06% | -1.55% | |
| 46 | CNQ | Canadian Natural Resources | 股票-能源 | 0.33% | -0.16% | -1.07% | |
| 47 | CLS | Celestica Inc | 股票-科技 | 0.26% | +0.05% | -16.44% | |
| 48 | TTEK | Tetra Tech Inc | 股票-工业 | 0.15% | — | +316.89% | |
| 49 | ADUS | Addus Homecare CORP | 股票-其他 | 0.15% | -0.02% | +2.88% | |
| 50 | BAP | Credicorp Ltd. | 股票-金融 | 0.13% | — | -4.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | +1.8% | +35.86% | 加仓 |
| 2 | APP | Applovin Corp-class A | +1.2% | +10.51% | 加仓 |
| 3 | RGA | Reinsurance Group Of America | +1.1% | +1208.47% | 加仓 |
| 4 | GEV | GE Vernova Inc | +0.9% | +83.09% | 加仓 |
| 5 | SPOT | Spotify Technology S.A. | +0.8% | +18.54% | 加仓 |
| 6 | FRPT | Freshpet Inc | +0.8% | +749.65% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +14.14% | 加仓 |
| 8 | FERG | Ferguson Enterprises Inc | +0.4% | NEW | 新建仓 |
| 9 | AON | Aon plc | +0.3% | +0.02% | 加仓 |
| 10 | CPNG | Coupang Inc | +0.3% | -0.38% | 减仓 |
| 11 | ACGL | Arch Capital Group Ltd. | +0.2% | -0.36% | 减仓 |
| 12 | MNDY | monday.com Ltd. | +0.2% | +0.16% | 加仓 |
| 13 | UNH | Unitedhealth Group Inc | +0.2% | -1.04% | 减仓 |
| 14 | GE | General Electric | +0.2% | -2.23% | 减仓 |
| 15 | FND | Floor & Decor Holdings Inc-a | +0.2% | -2.65% | 减仓 |
| 16 | STE | STERIS plc | +0.1% | -0.54% | 减仓 |
| 17 | LIN | Linde plc | +0.1% | -0.90% | 减仓 |
| 18 | ILMN | Illumina Inc | +0.1% | -2.71% | 减仓 |
| 19 | RACE | Ferrari N.V. | +0.1% | -1.18% | 减仓 |
| 20 | NU | Nu Holdings Ltd. | +0.1% | -0.47% | 减仓 |
| 21 | BZ | Kanzhun LTD - Adr | +0.1% | +109.35% | 加仓 |
| 22 | SN | SharkNinja, Inc. | +0.1% | NEW | 新建仓 |
| 23 | CRS | Carpenter Technology | 0% | NEW | 新建仓 |
| 24 | YETI | Yeti Holdings Inc | 0% | +655.40% | 加仓 |
| 25 | VRNS | Varonis Systems Inc | 0% | NEW | 新建仓 |
| 26 | EPAM | Epam Systems Inc | 0% | -0.30% | 减仓 |
| 27 | CTVA | Corteva Inc | 0% | -1.38% | 减仓 |
| 28 | IBP | Installed Building Products | 0% | NEW | 新建仓 |
| 29 | CHDN | Churchill Downs Inc | 0% | NEW | 新建仓 |
| 30 | ICUI | Icu Medical Inc | 0% | +1.33% | 加仓 |
| 31 | PLUS | Eplus Inc | 0% | +3.29% | 加仓 |
| 32 | SSD | Simpson Manufacturing Co Inc | 0% | NEW | 新建仓 |
| 33 | S | Sentinelone Inc -class A | 0% | NEW | 新建仓 |
| 34 | FIX | Comfort Systems USA Inc | 0% | +16.49% | 加仓 |
| 35 | EXK | Exact Sciences CORP | 0% | +1153.22% | 加仓 |
| 36 | ANETEUR | Arista Networks Inc | 0% | -2.91% | 减仓 |
| 37 | ADUS | Addus Homecare CORP | 0% | +2.88% | 加仓 |
| 38 | KWR | Quaker Chemical Corporation | 0% | NEW | 新建仓 |
| 39 | CWK | Cushman & Wakefield Limited | 0% | +3.43% | 加仓 |
| 40 | CSW | Csw Industrials Inc | 0% | +3.84% | 加仓 |
| 41 | TMDX | Transmedics Group Inc | 0% | NEW | 新建仓 |
| 42 | PCVX | Vaxcyte Inc | 0% | +52.59% | 加仓 |
| 43 | TCOM | Trip.com Group Ltd-adr | 0% | +0.17% | 加仓 |
| 44 | AS | Amer Sports, Inc. | 0% | +29.88% | 加仓 |
| 45 | CHEF | Chefs' Warehouse Inc/the | 0% | NEW | 新建仓 |
| 46 | DORM | Dorman Products Inc | 0% | +2.28% | 加仓 |
| 47 | PPLI | People Inc | 0% | +25.00% | 加仓 |
| 48 | IBN | Icici Bank Ltd-spon Adr | 0% | -0.89% | 减仓 |
| 49 | ISRG | Intuitive Surgical Inc | 0% | -1.93% | 减仓 |
| 50 | FTAI | FTAI Aviation Ltd. | 0% | +0.65% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Wcm Investment Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$551.6亿，共申报了 289 个公开持股仓位。
在 Q3 2024 季度，Wcm Investment Management, LLC 按市值排列的前三大核心持股分别为：CP (4.7%)、SE (4.5%)、IBN (4.4%)。其中最大持股仓位 CP 占据整体投资组合约 4.7% 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
FERG
市值: US$1.6亿
本季最大获利了结 / 清仓标的
ODFL
前期市值: US$3.5亿
在 Q3 2024 季度中，Wcm Investment Management, LLC 共进行了 200 项持仓异动，包含新建仓 17 个仓位、加仓 94 个仓位、减仓 79 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 FERG。 本季清仓仓位包含 ODFL。
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。