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: 0001294588
申报总市值
US$1.1亿
US$1.1亿
62 檔
11.4%
根据最新整理的 13F 季度数据集，Weaver C. Barksdale & Associates, Inc. 于 Q3 2024 结束时的管理资产规模为 US$1.1亿。该机构在本季度申报了 62 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Weaver C. Barksdale & Associates, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 56 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Weaver C. Barksdale & Associates, Inc. 的前 5 大核心持股（包含 AVGO, AFL, ORI 等）合计占整体申报市值的 11.4%，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 | AVGO | Broadcom Inc | 股票-科技 | 2.32% | -0.01% | +862.60% | |
| 2 | AFL | Aflac Inc | 股票-金融 | 2.31% | +0.01% | -14.64% | |
| 3 | ORI | Old Republic Intl CORP | 股票-金融 | 2.31% | -0.07% | -3.65% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工业 | 2.26% | -0.41% | -3.64% | |
| 5 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.23% | -0.24% | -3.65% | |
| 6 | PKG | Packaging CORP Of America | 股票-周期性消费 | 2.22% | +0.11% | -3.65% | |
| 7 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.15% | -0.21% | -3.66% | |
| 8 | GD | General Dynamics CORP | 股票-工业 | 2.13% | -0.07% | -3.67% | |
| 9 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.13% | -0.05% | -3.70% | |
| 10 | PRU | Prudential Financial Inc | 股票-金融 | 2.12% | +0.06% | -3.66% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.08% | -6.62% | |
| 12 | CMI | Cummins Inc | 股票-工业 | 2.10% | +0.15% | -3.66% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.08% | +0.18% | -3.55% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 2.02% | -0.07% | -3.59% | |
| 15 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.00% | +0.22% | -3.67% | |
| 16 | TGT | Target CORP | 股票-周期性消费 | 1.98% | +0.01% | +12.52% | |
| 17 | MET | Metlife Inc | 股票-金融 | 1.97% | +0.18% | -3.64% | |
| 18 | KR | Kroger Co | 股票-非周期性消费 | 1.90% | -0.53% | +7.47% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | +0.09% | -3.76% | |
| 20 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.83% | -0.34% | -3.73% | |
| 21 | ITW | Illinois Tool Works | 股票-工业 | 1.83% | -0.04% | -3.75% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.82% | +0.46% | -3.72% | |
| 23 | O | Realty Income CORP | 股票-房地产 | 1.81% | -0.07% | -3.64% | |
| 24 | SNA | Snap-on Inc | 股票-工业 | 1.80% | +0.08% | -3.65% | |
| 25 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.79% | -0.15% | -3.69% | |
| 26 | WTRG | Essential Utilities Inc | 股票-公用事业 | 1.76% | -0.17% | -3.70% | |
| 27 | UL | Unilever PLC | 股票-非周期性消费 | 1.76% | — | -3.65% | |
| 28 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 1.75% | +0.12% | +51.44% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 1.72% | +0.03% | -3.70% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 1.71% | +0.62% | -3.63% | |
| 31 | PSX | Phillips 66 | 股票-能源 | 1.68% | -0.26% | -3.67% | |
| 32 | CCI | Crown Castle Inc | 股票-房地产 | 1.61% | — | -3.71% | |
| 33 | ENB | Enbridge Inc | 股票-能源 | 1.61% | -0.11% | -3.67% | |
| 34 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 1.61% | -0.11% | -3.65% | |
| 35 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.59% | -0.32% | -3.68% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 1.58% | -0.49% | -3.67% | |
| 37 | PFG | Principal Financial Group | 股票-金融 | 1.56% | +0.21% | -3.72% | |
| 38 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.54% | -1.15% | EXIT | |
| 39 | EOG | Eog Resources Inc | 股票-能源 | 1.53% | -0.24% | -3.65% | |
| 40 | TD | Toronto-dominion Bank | 股票-金融 | 1.50% | +0.43% | -3.66% | |
| 41 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.47% | +0.08% | -3.64% | |
| 42 | EMN | Eastman Chemical Co | 股票-原材料 | 1.44% | -0.16% | -3.64% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 1.44% | +0.10% | -3.61% | |
| 44 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.41% | — | -3.46% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.37% | -0.37% | -3.65% | |
| 46 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.35% | +0.04% | -3.68% | |
| 47 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.30% | -0.03% | -3.67% | |
| 48 | TRP | Tc Energy CORP | 股票-能源 | 1.29% | — | -3.65% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.21% | -0.25% | -3.66% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.17% | +0.01% | -5.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SJM | Jm Smucker Co/the | +0.7% | +51.44% | 加仓 |
| 2 | LMT | Lockheed Martin CORP | +0.3% | -3.64% | 减仓 |
| 3 | KR | Kroger Co | +0.3% | +7.47% | 加仓 |
| 4 | LOW | Lowe's Cos Inc | +0.2% | -3.66% | 减仓 |
| 5 | TGT | Target CORP | +0.2% | +12.52% | 加仓 |
| 6 | NEE | Nextera Energy Inc | +0.2% | -3.65% | 减仓 |
| 7 | GILD | Gilead Sciences Inc | +0.2% | -3.73% | 减仓 |
| 8 | O | Realty Income CORP | +0.2% | -3.64% | 减仓 |
| 9 | TRP | Tc Energy CORP | +0.2% | -3.65% | 减仓 |
| 10 | PKG | Packaging CORP Of America | +0.2% | -3.65% | 减仓 |
| 11 | CCI | Crown Castle Inc | +0.2% | -3.71% | 减仓 |
| 12 | BBY | Best Buy Co Inc | +0.2% | -3.64% | 减仓 |
| 13 | CMI | Cummins Inc | +0.1% | -3.66% | 减仓 |
| 14 | MET | Metlife Inc | +0.1% | -3.64% | 减仓 |
| 15 | UL | Unilever PLC | +0.1% | -3.65% | 减仓 |
| 16 | ORI | Old Republic Intl CORP | +0.1% | -3.65% | 减仓 |
| 17 | ABBV | Abbvie Inc | +0.1% | -3.55% | 减仓 |
| 18 | CINF | Cincinnati Financial CORP | +0.1% | -3.67% | 减仓 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | -5.03% | 减仓 |
| 20 | OHI | Omega Healthcare Investors | +0.1% | -3.57% | 减仓 |
| 21 | TD | Toronto-dominion Bank | +0.1% | -3.66% | 减仓 |
| 22 | ENB | Enbridge Inc | +0.1% | -3.67% | 减仓 |
| 23 | EMN | Eastman Chemical Co | +0.1% | -3.64% | 减仓 |
| 24 | MDT | Medtronic plc | +0.1% | -2.99% | 减仓 |
| 25 | CSCO | Cisco Systems Inc | 0% | -3.61% | 减仓 |
| 26 | AES | Aes CORP | 0% | -3.68% | 减仓 |
| 27 | CAH | Cardinal Health Inc | 0% | — | 不变 |
| 28 | AFL | Aflac Inc | 0% | -14.64% | 减仓 |
| 29 | SNA | Snap-on Inc | 0% | -3.65% | 减仓 |
| 30 | ITW | Illinois Tool Works | 0% | -3.75% | 减仓 |
| 31 | AMP | Ameriprise Financial Inc | 0% | -3.70% | 减仓 |
| 32 | TFC | Truist Financial CORP | 0% | -3.70% | 减仓 |
| 33 | PFG | Principal Financial Group | — | -3.72% | 减仓 |
| 34 | IPG | Interpublic Group Of Cos Inc | — | -3.46% | 减仓 |
| 35 | JNJ | Johnson & Johnson | — | -5.04% | 减仓 |
| 36 | CI | THE Cigna Group | — | — | 不变 |
| 37 | VZ | Verizon Communications Inc | 0% | -3.66% | 减仓 |
| 38 | CMCSA | Comcast Corp-class A | 0% | -3.65% | 减仓 |
| 39 | CVS | Cvs Health CORP | 0% | -3.56% | 减仓 |
| 40 | AVGO | Broadcom Inc | 0% | +862.60% | 加仓 |
| 41 | TXN | Texas Instruments Inc | -0.1% | -3.63% | 减仓 |
| 42 | PFE | Pfizer Inc | -0.1% | -5.03% | 减仓 |
| 43 | HSY | Hershey Co/the | -0.1% | -3.68% | 减仓 |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | -3.76% | 减仓 |
| 45 | GPC | Genuine Parts Co | -0.1% | -3.68% | 减仓 |
| 46 | WTRG | Essential Utilities Inc | -0.1% | -3.70% | 减仓 |
| 47 | GD | General Dynamics CORP | -0.1% | -3.67% | 减仓 |
| 48 | TROW | T Rowe Price Group Inc | -0.1% | -3.64% | 减仓 |
| 49 | AMGN | Amgen Inc | -0.1% | -3.59% | 减仓 |
| 50 | PRU | Prudential Financial Inc | -0.1% | -3.66% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Weaver C. Barksdale & Associates, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$1.1亿，共申报了 62 个公开持股仓位。
在 Q3 2024 季度，Weaver C. Barksdale & Associates, Inc. 按市值排列的前三大核心持股分别为：AVGO (2.3%)、AFL (2.3%)、ORI (2.3%)。其中最大持股仓位 AVGO 占据整体投资组合约 2.3% 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。
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$259.4万
在 Q3 2024 季度中，Weaver C. Barksdale & Associates, Inc. 共进行了 60 项持仓异动，包含新建仓 0 个仓位、加仓 4 个仓位、减仓 56 个仓位以及清仓 0 个仓位。
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。