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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001294588
申报总市值
US$1.1亿
US$1.1亿
62 檔
11.1%
在 Q4 2024 申报期间，Weaver C. Barksdale & Associates, Inc.（CIK: 0001294588）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$1.1亿，共持有 62 个公开申报仓位。
在 Q4 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 55 个仓位并完全清仓 3 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 ORI, AVGO, PKG 等）合计占整体申报市值的 11.1%，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 | ORI | Old Republic Intl CORP | 股票-金融 | 2.44% | -0.07% | -2.47% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.42% | -0.01% | -26.64% | |
| 3 | PKG | Packaging CORP Of America | 股票-周期性消费 | 2.39% | +0.11% | -3.09% | |
| 4 | CMI | Cummins Inc | 股票-工业 | 2.34% | +0.15% | -2.41% | |
| 5 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.27% | -0.05% | -11.43% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | +0.09% | -2.51% | |
| 7 | AFL | Aflac Inc | 股票-金融 | 2.22% | +0.01% | -2.43% | |
| 8 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.19% | +0.22% | -2.41% | |
| 9 | SNA | Snap-on Inc | 股票-工业 | 2.19% | +0.08% | -2.44% | |
| 10 | PRU | Prudential Financial Inc | 股票-金融 | 2.15% | +0.06% | -2.46% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.08% | -2.38% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.12% | -0.15% | -2.49% | |
| 13 | KR | Kroger Co | 股票-非周期性消费 | 2.10% | -0.53% | -2.45% | |
| 14 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.09% | -0.34% | -2.53% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.03% | -0.21% | -2.46% | |
| 16 | MET | Metlife Inc | 股票-金融 | 2.02% | +0.18% | -2.42% | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.96% | -0.24% | -2.42% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.95% | +0.18% | -2.36% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.94% | -0.41% | -2.38% | |
| 20 | GD | General Dynamics CORP | 股票-工业 | 1.92% | -0.07% | -2.42% | |
| 21 | UNM | Unum Group | 股票-金融 | 1.85% | +0.24% | — | |
| 22 | ITW | Illinois Tool Works | 股票-工业 | 1.84% | -0.04% | -2.51% | |
| 23 | TGT | Target CORP | 股票-周期性消费 | 1.78% | +0.01% | -2.45% | |
| 24 | ENB | Enbridge Inc | 股票-能源 | 1.74% | -0.11% | -2.46% | |
| 25 | WTRG | Essential Utilities Inc | 股票-公用事业 | 1.72% | -0.17% | -2.43% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 1.70% | +0.46% | -2.43% | |
| 27 | PFG | Principal Financial Group | 股票-金融 | 1.70% | +0.21% | +13.70% | |
| 28 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.70% | +0.36% | — | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 1.69% | -0.07% | -2.39% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 1.66% | +0.10% | -2.44% | |
| 31 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 1.65% | +0.12% | -2.39% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 1.65% | +0.03% | -2.42% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.61% | -0.49% | -2.42% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 1.61% | +0.62% | -2.45% | |
| 35 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 1.59% | -0.11% | -2.45% | |
| 36 | UL | Unilever PLC | 股票-非周期性消费 | 1.59% | — | -2.43% | |
| 37 | EOG | Eog Resources Inc | 股票-能源 | 1.58% | -0.24% | -2.45% | |
| 38 | O | Realty Income CORP | 股票-房地产 | 1.58% | -0.07% | -2.42% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 1.51% | -0.26% | -2.42% | |
| 40 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.45% | -0.32% | -2.42% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.44% | -0.11% | +35.35% | |
| 42 | TD | Toronto-dominion Bank | 股票-金融 | 1.31% | +0.43% | -2.48% | |
| 43 | TRP | Tc Energy CORP | 股票-能源 | 1.30% | — | -2.47% | |
| 44 | CCI | Crown Castle Inc | 股票-房地产 | 1.28% | — | -2.47% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.27% | -0.37% | -2.42% | |
| 46 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.26% | +0.08% | -2.42% | |
| 47 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.24% | -1.15% | EXIT | |
| 48 | EMN | Eastman Chemical Co | 股票-原材料 | 1.22% | -0.16% | -2.41% | |
| 49 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.17% | +0.04% | -2.44% | |
| 50 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.16% | -0.03% | -2.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UNM | Unum Group | +1.9% | NEW | 新建仓 |
| 2 | ELV | Elevance Health Inc | +1.7% | NEW | 新建仓 |
| 3 | SIRI | Sirius Xm Holdings Inc | +1.1% | NEW | 新建仓 |
| 4 | BMY | Bristol-myers Squibb Co | +0.5% | +35.35% | 加仓 |
| 5 | SNA | Snap-on Inc | +0.4% | -2.44% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -2.51% | 减仓 |
| 7 | SCHW | Schwab (charles) CORP | +0.3% | -2.49% | 减仓 |
| 8 | GILD | Gilead Sciences Inc | +0.3% | -2.53% | 减仓 |
| 9 | CMI | Cummins Inc | +0.2% | -2.41% | 减仓 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | -2.44% | 减仓 |
| 11 | KR | Kroger Co | +0.2% | -2.45% | 减仓 |
| 12 | CINF | Cincinnati Financial CORP | +0.2% | -2.41% | 减仓 |
| 13 | PKG | Packaging CORP Of America | +0.2% | -3.09% | 减仓 |
| 14 | PFG | Principal Financial Group | +0.1% | +13.70% | 加仓 |
| 15 | AMP | Ameriprise Financial Inc | +0.1% | -11.43% | 减仓 |
| 16 | ENB | Enbridge Inc | +0.1% | -2.46% | 减仓 |
| 17 | ORI | Old Republic Intl CORP | +0.1% | -2.47% | 减仓 |
| 18 | AVGO | Broadcom Inc | +0.1% | -26.64% | 减仓 |
| 19 | CAH | Cardinal Health Inc | +0.1% | — | 不变 |
| 20 | TROW | T Rowe Price Group Inc | +0.1% | -2.40% | 减仓 |
| 21 | MET | Metlife Inc | +0.1% | -2.42% | 减仓 |
| 22 | EOG | Eog Resources Inc | +0.1% | -2.45% | 减仓 |
| 23 | BEN | Franklin Resources Inc | 0% | -2.46% | 减仓 |
| 24 | TFC | Truist Financial CORP | 0% | -2.49% | 减仓 |
| 25 | PRU | Prudential Financial Inc | 0% | -2.46% | 减仓 |
| 26 | MSFT | Microsoft CORP | 0% | -2.38% | 减仓 |
| 27 | CVX | Chevron CORP | 0% | -2.42% | 减仓 |
| 28 | ITW | Illinois Tool Works | 0% | -2.51% | 减仓 |
| 29 | TRP | Tc Energy CORP | 0% | -2.47% | 减仓 |
| 30 | NXST | Nexstar Media Group Inc | 0% | -2.45% | 减仓 |
| 31 | WTRG | Essential Utilities Inc | 0% | -2.43% | 减仓 |
| 32 | OHI | Omega Healthcare Investors | 0% | -2.37% | 减仓 |
| 33 | UPS | United Parcel Service-cl B | -0.1% | -2.42% | 减仓 |
| 34 | AFL | Aflac Inc | -0.1% | -2.43% | 减仓 |
| 35 | VZ | Verizon Communications Inc | -0.1% | -2.45% | 减仓 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -3.41% | 减仓 |
| 37 | MDT | Medtronic plc | -0.1% | -1.96% | 减仓 |
| 38 | CI | THE Cigna Group | -0.1% | — | 不变 |
| 39 | SJM | Jm Smucker Co/the | -0.1% | -2.39% | 减仓 |
| 40 | TXN | Texas Instruments Inc | -0.1% | -2.45% | 减仓 |
| 41 | CMCSA | Comcast Corp-class A | -0.1% | -2.42% | 减仓 |
| 42 | LOW | Lowe's Cos Inc | -0.1% | -2.46% | 减仓 |
| 43 | QCOM | Qualcomm Inc | -0.1% | -2.43% | 减仓 |
| 44 | MRK | Merck & Co. Inc. | -0.1% | -3.47% | 减仓 |
| 45 | ABBV | Abbvie Inc | -0.1% | -2.36% | 减仓 |
| 46 | HSY | Hershey Co/the | -0.1% | -2.42% | 减仓 |
| 47 | MPC | Marathon Petroleum CORP | -0.1% | -2.42% | 减仓 |
| 48 | UL | Unilever PLC | -0.2% | -2.43% | 减仓 |
| 49 | PSX | Phillips 66 | -0.2% | -2.42% | 减仓 |
| 50 | GPC | Genuine Parts Co | -0.2% | -2.44% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Weaver C. Barksdale & Associates, Inc. 在 Q4 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 Q4 2024 季度，Weaver C. Barksdale & Associates, Inc. 按市值排列的前三大核心持股分别为：ORI (2.4%)、AVGO (2.4%)、PKG (2.4%)。其中最大持股仓位 ORI 占据整体投资组合约 2.4% 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
UNM
市值: US$193.5万
本季最大获利了结 / 清仓标的
IPG
前期市值: US$156.4万
在 Q4 2024 季度中，Weaver C. Barksdale & Associates, Inc. 共进行了 63 项持仓异动，包含新建仓 3 个仓位、加仓 2 个仓位、减仓 55 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UNM。 本季清仓仓位包含 IPG。
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。