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: 0001390063
申报总市值
US$5.6亿
US$5.6亿
41 檔
25.6%
在 Q4 2024 的 13F 官方备案中，Westchester Capital Management, Inc. 管理的美股投资组合规模来到 US$5.6亿，整体持股档数为 41 档。
在 Q4 2024，Westchester Capital Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 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，Westchester Capital Management, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, BRK-B 等）合计占整体申报市值的 25.6%，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 | AAPL | Apple Inc | 股票-科技 | 9.90% | -0.06% | +0.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.63% | -0.59% | -1.71% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.64% | -0.36% | -1.25% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 5.86% | -1.28% | -4.50% | |
| 5 | CAT | Caterpillar Inc | 股票-工业 | 5.75% | +2.30% | -3.02% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.25% | +0.60% | +0.20% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.20% | -0.10% | -3.77% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 4.65% | +0.11% | -1.37% | |
| 9 | WM | Waste Management Inc | 股票-工业 | 4.54% | -0.62% | -1.34% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 3.83% | +1.16% | -2.06% | |
| 11 | LMT | Lockheed Martin CORP | 股票-工业 | 3.79% | -1.03% | -2.19% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.75% | -0.52% | -2.18% | |
| 13 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 3.55% | +0.18% | -3.69% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 3.49% | -0.13% | -2.21% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 3.29% | -1.21% | +1.02% | |
| 16 | MCHP | Microchip Technology Inc | 股票-科技 | 2.74% | +0.63% | -2.43% | |
| 17 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.72% | -0.23% | -2.32% | |
| 18 | VLO | Valero Energy CORP | 股票-能源 | 2.66% | -0.35% | -2.56% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.26% | -0.26% | -1.76% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.09% | +0.06% | +2.81% | |
| 21 | PFE | Pfizer Inc | 股票-医疗保健 | 1.82% | -0.39% | -1.95% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.72% | -0.37% | -1.90% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.37% | -0.13% | -2.39% | |
| 24 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.35% | — | -2.74% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.02% | +2.86% | -4.09% | |
| 26 | T | At&t Inc | 股票-通信服务 | 0.75% | -0.27% | -1.02% | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.45% | -0.02% | -4.67% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.44% | -0.08% | +4.06% | |
| 29 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.41% | -0.04% | -2.30% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | +0.01% | +247.30% | |
| 31 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.26% | -0.04% | +0.61% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.09% | -0.01% | +34.24% | |
| 33 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.09% | — | -2.53% | |
| 34 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.07% | -0.02% | -4.06% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.05% | — | +17.86% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.03% | -0.01% | — | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.03% | -0.01% | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.03% | -0.01% | — | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.03% | — | — | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.02% | — | -16.66% | |
| 41 | C | Citigroup Inc | 股票-金融 | — | — | -95.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.1% | +0.67% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.20% | 加仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.6% | -3.77% | 减仓 |
| 4 | WMT | Walmart Inc | +0.6% | -4.50% | 减仓 |
| 5 | CSCO | Cisco Systems Inc | +0.4% | -2.06% | 减仓 |
| 6 | AMZN | Amazon.com Inc | +0.4% | +2.81% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.3% | +247.30% | 加仓 |
| 8 | BNY | Bank Of New York Mellon CORP | +0.2% | -3.69% | 减仓 |
| 9 | DIS | Walt Disney Co/the | +0.2% | -2.39% | 减仓 |
| 10 | BA | Boeing Co/the | +0.1% | -4.67% | 减仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.25% | 减仓 |
| 12 | T | At&t Inc | +0.1% | -1.02% | 减仓 |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | +34.24% | 加仓 |
| 14 | AXP | American Express Co | 0% | +17.86% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 16 | C | Citigroup Inc | — | -95.24% | 减仓 |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | — | — | 不变 |
| 18 | CVX | Chevron CORP | — | — | 不变 |
| 19 | VGSH | Vanguard Short-term Treasury | — | — | 不变 |
| 20 | LOW | Lowe's Cos Inc | 0% | +0.61% | 加仓 |
| 21 | VZ | Verizon Communications Inc | 0% | -4.06% | 减仓 |
| 22 | KO | Coca-cola Co/the | 0% | -16.66% | 减仓 |
| 23 | MSFT | Microsoft CORP | 0% | -1.71% | 减仓 |
| 24 | PEP | Pepsico Inc | 0% | +4.06% | 加仓 |
| 25 | GEHC | GE Healthcare Technology | 0% | -2.53% | 减仓 |
| 26 | WM | Waste Management Inc | 0% | -1.34% | 减仓 |
| 27 | CAG | Conagra Brands Inc | -0.1% | -2.30% | 减仓 |
| 28 | HD | Home Depot Inc | -0.1% | -2.21% | 减仓 |
| 29 | MCD | Mcdonald's CORP | -0.1% | -2.18% | 减仓 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | +1.02% | 加仓 |
| 31 | BDX | Becton Dickinson And Co | -0.1% | -2.32% | 减仓 |
| 32 | PFE | Pfizer Inc | -0.1% | -1.95% | 减仓 |
| 33 | INTC | Intel CORP | -0.2% | -4.09% | 减仓 |
| 34 | MDT | Medtronic plc | -0.2% | -1.90% | 减仓 |
| 35 | JNJ | Johnson & Johnson | -0.2% | -1.76% | 减仓 |
| 36 | VLO | Valero Energy CORP | -0.2% | -2.56% | 减仓 |
| 37 | ABBV | Abbvie Inc | -0.4% | -1.37% | 减仓 |
| 38 | CAT | Caterpillar Inc | -0.4% | -3.02% | 减仓 |
| 39 | CVS | Cvs Health CORP | -0.5% | -2.74% | 减仓 |
| 40 | LMT | Lockheed Martin CORP | -0.7% | -2.19% | 减仓 |
| 41 | MCHP | Microchip Technology Inc | -1.1% | -2.43% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Westchester Capital Management, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$5.6亿，共申报了 41 个公开持股仓位。
在 Q4 2024 季度，Westchester Capital Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (9.9%)、MSFT (7.6%)、BRK-B (6.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.9% 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。
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$3149.8万
在 Q4 2024 季度中，Westchester Capital Management, Inc. 共进行了 37 项持仓异动，包含新建仓 0 个仓位、加仓 9 个仓位、减仓 28 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。