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: 0000934745
申报总市值
US$14.0亿
US$14.0亿
181 檔
32.0%
根据最新整理的 13F 季度数据集，Weatherly Asset Management L. P. 于 Q4 2024 结束时的管理资产规模为 US$14.0亿。该机构在本季度申报了 181 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Weatherly Asset Management L. P. 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 22 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Weatherly Asset Management L. P. 的前 5 大核心持股（包含 LLY, AAPL, AMZN 等）合计占整体申报市值的 32.0%，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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 19.91% | +2.88% | -1.43% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.97% | -0.19% | -1.92% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.57% | -0.06% | +0.30% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.86% | -0.43% | -0.01% | |
| 5 | NFLX | Netflix Inc | 股票-通信服务 | 3.63% | -1.14% | -1.95% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.81% | -0.32% | +12.06% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.63% | -0.36% | -1.05% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.35% | -0.41% | -1.38% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.05% | -0.19% | +5.98% | |
| 10 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 2.00% | -0.20% | -7.66% | |
| 11 | WM | Waste Management Inc | 股票-工业 | 1.99% | -0.33% | +1.65% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.81% | +0.17% | +0.83% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | -0.11% | -3.72% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.77% | -0.20% | +7.41% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.75% | -0.09% | +4.49% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.72% | -0.01% | +0.51% | |
| 17 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.58% | — | -0.33% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.51% | -0.01% | +2.09% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.47% | -0.02% | +7.67% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.35% | -0.07% | -1.04% | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.26% | +0.14% | +0.34% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.18% | -0.09% | +6.53% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.04% | -0.13% | -1.66% | |
| 24 | FTNT | Fortinet Inc | 股票-科技 | 0.97% | +0.43% | +0.56% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.84% | -0.03% | -0.94% | |
| 26 | ANET | Arista Networks Inc | 股票-科技 | 0.81% | +0.15% | — | |
| 27 | GD | General Dynamics CORP | 股票-工业 | 0.74% | -0.10% | +4.58% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 0.73% | -0.06% | +3.18% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.72% | +0.47% | +2.42% | |
| 30 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.72% | -0.09% | +9.32% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.66% | -0.18% | +0.53% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.59% | -0.06% | -3.01% | |
| 33 | DE | Deere & Co | 股票-工业 | 0.57% | — | +1.03% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.56% | +1.45% | +115.66% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | -0.06% | +0.19% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | -0.01% | +3.85% | |
| 37 | TSLA | Tesla Inc | 股票-周期性消费 | 0.54% | — | +0.27% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.53% | -0.22% | +6.61% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.53% | — | -2.42% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.47% | -0.02% | +9.70% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | +0.04% | -0.37% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | -0.06% | -7.68% | |
| 43 | EQIX | Equinix Inc | 股票-房地产 | 0.42% | -0.01% | +0.86% | |
| 44 | TT | Trane Technologies plc | 股票-工业 | 0.41% | -0.01% | -2.53% | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.39% | -0.14% | +30.39% | |
| 46 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.39% | -0.03% | -2.32% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.38% | -0.07% | -3.89% | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.37% | -0.16% | -0.22% | |
| 49 | MCK | Mckesson CORP | 股票-医疗保健 | 0.35% | -0.12% | — | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.35% | -0.13% | +18.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +0.8% | NEW | 新建仓 |
| 2 | AMZN | Amazon.com Inc | +0.8% | +0.30% | 加仓 |
| 3 | NFLX | Netflix Inc | +0.7% | -1.95% | 减仓 |
| 4 | AAPL | Apple Inc | +0.5% | -1.92% | 减仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.83% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.2% | +2.09% | 加仓 |
| 7 | FBND | Fidelity Total Bond ETF | +0.2% | +12.06% | 加仓 |
| 8 | ✓ | Cyberark Software LTD. Cmn | +0.2% | -0.33% | 减仓 |
| 9 | TSLA | Tesla Inc | +0.2% | +0.27% | 加仓 |
| 10 | FTNT | Fortinet Inc | +0.2% | +0.56% | 加仓 |
| 11 | BLK | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 12 | NOW | Servicenow Inc | +0.1% | +3.18% | 加仓 |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.1% | +5.98% | 加仓 |
| 14 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 15 | AVGO | Broadcom Inc | +0.1% | +134.49% | 加仓 |
| 16 | DLR | Digital Realty Trust Inc | +0.1% | +9.32% | 加仓 |
| 17 | WMT | Walmart Inc | +0.1% | +30.39% | 加仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | -3.72% | 减仓 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +106.82% | 加仓 |
| 20 | CGGO | Cap Group Global Growth | +0.1% | NEW | 新建仓 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +115.66% | 加仓 |
| 22 | DIS | Walt Disney Co/the | +0.1% | -3.01% | 减仓 |
| 23 | ZS | Zscaler Inc | +0.1% | +35.10% | 加仓 |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | 新建仓 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -0.37% | 减仓 |
| 26 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +0.51% | 加仓 |
| 27 | CGGR | Cap Group Growth Equity | +0.1% | NEW | 新建仓 |
| 28 | MCK | Mckesson CORP | +0.1% | — | 不变 |
| 29 | FHLC | Fidelity Msci Health Care | 0% | +7.67% | 加仓 |
| 30 | MSFT | Microsoft CORP | 0% | -0.01% | 减仓 |
| 31 | DGX | Quest Diagnostics Inc | 0% | -15.41% | 减仓 |
| 32 | GD | General Dynamics CORP | -0.1% | +4.58% | 加仓 |
| 33 | HD | Home Depot Inc | -0.1% | -1.04% | 减仓 |
| 34 | SBUX | Starbucks CORP | -0.1% | -0.94% | 减仓 |
| 35 | KO | Coca-cola Co/the | -0.1% | +3.85% | 加仓 |
| 36 | CE | Celanese CORP | -0.1% | -4.94% | 减仓 |
| 37 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +4.49% | 加仓 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -2.42% | 减仓 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -7.68% | 减仓 |
| 40 | NEE | Nextera Energy Inc | -0.1% | -3.89% | 减仓 |
| 41 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | +0.34% | 加仓 |
| 42 | LMT | Lockheed Martin CORP | -0.1% | +0.53% | 加仓 |
| 43 | ASML | ASML Holding N.V. | -0.1% | +2.42% | 加仓 |
| 44 | TTEN | Totalenergies Se -spon Adr | -0.1% | -13.44% | 减仓 |
| 45 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清仓 |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清仓 |
| 47 | ADBE | Adobe Inc | -0.2% | -1.66% | 减仓 |
| 48 | CGW | Invesco S&p Global Water Ind | -0.4% | -7.66% | 减仓 |
| 49 | ANETEUR | Arista Networks Inc | -0.7% | EXIT | 清仓 |
| 50 | LLY | Eli Lilly & Co | -3% | -1.43% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Weatherly Asset Management L. P. 在 Q4 2024 季度的美股持仓总市值约为 US$14.0亿，共申报了 181 个公开持股仓位。
在 Q4 2024 季度，Weatherly Asset Management L. P. 按市值排列的前三大核心持股分别为：LLY (19.9%)、AAPL (8.0%)、AMZN (4.6%)。其中最大持股仓位 LLY 占据整体投资组合约 19.9% 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
ANET
市值: US$909.7万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$766.5万
在 Q4 2024 季度中，Weatherly Asset Management L. P. 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 22 个仓位、减仓 18 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。