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: 0001165002
申报总市值
US$132.7亿
US$132.7亿
469 檔
28.5%
在 Q3 2024 申报期间，Westwood Holdings Group Inc（CIK: 0001165002）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$132.7亿，共持有 469 个公开申报仓位。
在 Q3 2024，Westwood Holdings Group Inc 操作展现出积极扩展与加仓意向。本季共新建仓 24 个新仓位，并对 85 个既有持股进行加仓（合计增持 109 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Westwood Holdings Group Inc 的前 5 大核心持股（包含 AKAM 0.125 05-01-25, ITGR 2.125 02-15-28, NOG 3.625 04-15-29 等）合计占整体申报市值的 28.5%，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 469 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 | AKAM 0.125 05-01-25债券 | Akamai Technologies Inc | 债券 | 3.80% | — | — | |
| 2 | ITGR 2.125 02-15-28债券 | Integer Holdings CORP | 债券 | 3.27% | — | — | |
| 3 | NOG 3.625 04-15-29债券 | Northern Oil & Gas Inc | 债券 | 3.14% | — | — | |
| 4 | LYV 3.125 01-15-29债券 | Live Nation Entertainmen | 债券 | 3.10% | — | — | |
| 5 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 2.64% | — | — | |
| 6 | EXAS 0.375 03-15-27债券 | Exact Sciences CORP | 债券 | 2.61% | — | -23.85% | |
| 7 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | 债券 | 1.64% | — | — | |
| 8 | RCL 6 08-15-25债券 | Royal Caribbean Cruises | 债券 | 1.51% | — | — | |
| 9 | HALO 1 08-15-28债券 | Halozyme Therapeutics In | 债券 | 1.13% | — | — | |
| 10 | MDB 0.25 01-15-26债券 | Mongodb Inc | 债券 | 1.10% | — | — | |
| 11 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 1.07% | — | — | |
| 12 | PMT 5.5 11-01-24债券 | Pennymac CORP | 债券 | 1.05% | — | — | |
| 13 | PRGS 1 04-15-26债券 | Progress Software CORP | 债券 | 1.04% | — | — | |
| 14 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | 债券 | 1.03% | — | — | |
| 15 | POST 2.5 08-15-27债券 | Post Holdings Inc | 债券 | 1.00% | — | — | |
| 16 | ET | Energy Transfer LP | 股票-能源 | 0.94% | +0.03% | -14.21% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | — | +1.57% | |
| 18 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.90% | — | — | |
| 19 | ZTO 1.5 09-01-27债券 | Zto Express Ky Inc | 债券 | 0.90% | — | — | |
| 20 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 0.87% | — | — | |
| 21 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | 债券 | 0.87% | — | — | |
| 22 | BSY 0.125 01-15-26债券 | Bentley Systems Inc | 债券 | 0.84% | — | — | |
| 23 | WMB | Williams Cos Inc | 股票-能源 | 0.84% | +0.27% | +11.93% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.11% | +7.20% | |
| 25 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | 债券 | 0.83% | — | — | |
| 26 | LITE 0.5 12-15-26债券 | Lumentum Holdings Inc | 债券 | 0.83% | — | — | |
| 27 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 0.83% | — | — | |
| 28 | DBX 0 03-01-28债券 | Dropbox Inc | 债券 | 0.81% | — | — | |
| 29 | WES | Western Midstream Partners L | 股票-能源 | 0.80% | +0.08% | +172.61% | |
| 30 | EXAS 0.375 03-01-28债券 | Exact Sciences CORP | 债券 | 0.79% | — | — | |
| 31 | DXCM 0.375 05-15-28债券 | Dexcom Inc | 债券 | 0.74% | — | — | |
| 32 | SRPT 1.25 09-15-27债券 | Sarepta Therapeutics Inc | 债券 | 0.72% | — | +200.00% | |
| 33 | LNG | Cheniere Energy Inc | 股票-能源 | 0.71% | +0.05% | -13.22% | |
| 34 | BCC | Boise Cascade Co | 股票-原材料 | 0.68% | — | +2.66% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | -0.26% | -0.90% | |
| 36 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 0.67% | — | — | |
| 37 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | 债券 | 0.67% | — | — | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.66% | — | NEW | |
| 39 | EPD | Enterprise Products Partners | 股票-能源 | 0.64% | +0.13% | -2.86% | |
| 40 | OKE | Oneok Inc | 股票-能源 | 0.64% | -0.01% | -20.29% | |
| 41 | JAZZ 2 06-15-26债券 | Jazz Investments I LTD | 债券 | 0.63% | — | -40.00% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | +0.03% | -4.02% | |
| 43 | AAPL | Apple Inc | 股票-科技 | 0.61% | +0.21% | -26.28% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.61% | +0.01% | +36.55% | |
| 45 | EXPE 0 02-15-26债券 | Expedia Group Inc | 债券 | 0.60% | — | — | |
| 46 | WK 1.25 08-15-28债券 | Workiva Inc | 债券 | 0.60% | — | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | +0.34% | +15.69% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | -0.25% | -1.12% | |
| 49 | TRGP | Targa Resources CORP | 股票-能源 | 0.57% | +0.15% | -24.46% | |
| 50 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.55% | +0.05% | -4.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | +2.6% | NEW | 新建仓 |
| 2 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | +1% | NEW | 新建仓 |
| 3 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | +0.8% | NEW | 新建仓 |
| 4 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | +0.7% | NEW | 新建仓 |
| 5 | WK 1.25 08-15-28债券 | Workiva Inc | +0.6% | NEW | 新建仓 |
| 6 | WES | Western Midstream Partners L | +0.5% | +172.61% | 加仓 |
| 7 | IONS 1.75 06-15-28债券 | Ionis Pharmaceuticals In | +0.4% | NEW | 新建仓 |
| 8 | SRPT 1.25 09-15-27债券 | Sarepta Therapeutics Inc | +0.4% | +200.00% | 加仓 |
| 9 | RPD 1.25 03-15-29债券 | Rapid7 Inc | +0.4% | NEW | 新建仓 |
| 10 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | +0.4% | NEW | 新建仓 |
| 11 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | +0.2% | — | 不变 |
| 12 | DPZ | Domino's Pizza Inc | +0.2% | +122.80% | 加仓 |
| 13 | UNP | Union Pacific CORP | +0.2% | +36.55% | 加仓 |
| 14 | TRP | Tc Energy CORP | +0.2% | +41.60% | 加仓 |
| 15 | FRT | Federal Realty Invs Trust | +0.2% | +47.06% | 加仓 |
| 16 | WM | Waste Management Inc | +0.1% | +110.68% | 加仓 |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | +59.47% | 加仓 |
| 18 | RMBS | Rambus Inc | +0.1% | +196.19% | 加仓 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +13.92% | 加仓 |
| 20 | PCH | Potlatchdeltic CORP | +0.1% | +28.79% | 加仓 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +33.10% | 加仓 |
| 22 | DTM | Dt Midstream Inc | +0.1% | +117.13% | 加仓 |
| 23 | BWXT | Bwx Technologies Inc | +0.1% | +173.43% | 加仓 |
| 24 | XLP | Ss Consumer Staples Sel Sect | +0.1% | NEW | 新建仓 |
| 25 | WMB | Williams Cos Inc | +0.1% | +11.93% | 加仓 |
| 26 | HPQ | Hp Inc | +0.1% | +52.25% | 加仓 |
| 27 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | 新建仓 |
| 28 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.1% | NEW | 新建仓 |
| 29 | PRGS 1 04-15-26债券 | Progress Software CORP | +0.1% | — | 不变 |
| 30 | BCC | Boise Cascade Co | +0.1% | +2.66% | 加仓 |
| 31 | VEA | Vanguard Ftse Developed ETF | +0.1% | +15.69% | 加仓 |
| 32 | CHD | Church & Dwight Co Inc | +0.1% | +31.76% | 加仓 |
| 33 | PSA | Public Storage | +0.1% | +39.86% | 加仓 |
| 34 | HWKN | Hawkins Inc | +0.1% | -0.25% | 减仓 |
| 35 | GBCI | Glacier Bancorp Inc | +0.1% | +47.52% | 加仓 |
| 36 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +303.64% | 加仓 |
| 37 | PEGA | Pegasystems Inc | +0.1% | NEW | 新建仓 |
| 38 | LPLA | Lpl Financial Holdings Inc | +0.1% | NEW | 新建仓 |
| 39 | PR | Permian Resources Corp-cl A | +0.1% | NEW | 新建仓 |
| 40 | IDA | Idacorp Inc | +0.1% | +41.03% | 加仓 |
| 41 | DUOL | Duolingo | +0.1% | +465.98% | 加仓 |
| 42 | MKTX | Marketaxess Holdings Inc | +0.1% | NEW | 新建仓 |
| 43 | BIO | Bio-rad Laboratories-a | +0.1% | NEW | 新建仓 |
| 44 | ELS | Equity Lifestyle Properties | +0.1% | NEW | 新建仓 |
| 45 | XLF | Ss Financial Select Sector | +0.1% | NEW | 新建仓 |
| 46 | WFRD | Weatherford International plc | +0.1% | NEW | 新建仓 |
| 47 | DOX | Amdocs Limited | +0.1% | +105.97% | 加仓 |
| 48 | ENB | Enbridge Inc | 0% | +8.74% | 加仓 |
| 49 | VIAV | Viavi Solutions Inc | 0% | +0.23% | 加仓 |
| 50 | TFX | Teleflex Inc | 0% | +38.87% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Westwood Holdings Group Inc 在 Q3 2024 季度的美股持仓总市值约为 US$132.7亿，共申报了 469 个公开持股仓位。
在 Q3 2024 季度，Westwood Holdings Group Inc 按市值排列的前三大核心持股分别为：AKAM 0.125 05-01-25 (3.8%)、ITGR 2.125 02-15-28 (3.3%)、NOG 3.625 04-15-29 (3.1%)。其中最大持股仓位 AKAM 0.125 05-01-25 占据整体投资组合约 3.8% 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
CNP 4.25 08-15-26
市值: US$6.3亿
本季最大获利了结 / 清仓标的
IDCC 3.5 06-01-27
前期市值: US$3.1亿
在 Q3 2024 季度中，Westwood Holdings Group Inc 共进行了 177 项持仓异动，包含新建仓 24 个仓位、加仓 85 个仓位、减仓 57 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 CNP 4.25 08-15-26。 本季清仓仓位包含 IDCC 3.5 06-01-27。
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。