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: 0001165002
申报总市值
US$132.7亿
US$132.7亿
483 檔
8.7%
Q4 2024 季度申报显示，Westwood Holdings Group Inc 披露的美股组合总市值为 US$132.7亿，涵盖 483 个不同之权益投资仓位。
Westwood Holdings Group Inc 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 60 档持股的同时，亦同步清仓 15 档并减仓 77 档标的。
在资产配置集中度方面，Westwood Holdings Group Inc 的前 5 大核心持股（包含 ET, WMB, MSFT 等）合计占整体申报市值的 8.7%，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 483 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 | ET | Energy Transfer LP | 股票-能源 | 2.46% | +0.03% | +18.18% | |
| 2 | WMB | Williams Cos Inc | 股票-能源 | 1.75% | +0.27% | -3.61% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | — | +0.82% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.11% | -6.14% | |
| 5 | TRGP | Targa Resources CORP | 股票-能源 | 1.42% | +0.15% | +13.86% | |
| 6 | EPD | Enterprise Products Partners | 股票-能源 | 1.41% | +0.13% | +11.07% | |
| 7 | OKE | Oneok Inc | 股票-能源 | 1.38% | -0.01% | +7.65% | |
| 8 | LNG | Cheniere Energy Inc | 股票-能源 | 1.31% | +0.05% | -15.00% | |
| 9 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.22% | -0.26% | -0.39% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.20% | +0.21% | -0.11% | |
| 11 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.19% | -0.04% | +66.81% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.14% | — | NEW | |
| 13 | BCC | Boise Cascade Co | 股票-原材料 | 1.09% | — | +3.92% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.09% | +0.34% | +13.05% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.08% | +0.05% | -7.58% | |
| 16 | UNP | Union Pacific CORP | 股票-工业 | 1.05% | +0.01% | +2.77% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 0.98% | -0.13% | +17.91% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | +0.03% | -25.05% | |
| 19 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.91% | -0.35% | +360.95% | |
| 20 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.88% | -0.03% | EXIT | |
| 21 | HUBB | Hubbell Inc | 股票-工业 | 0.85% | -0.09% | -3.91% | |
| 22 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.84% | -0.17% | -4.53% | |
| 23 | MPLX | Mplx LP | 股票-能源 | 0.84% | -0.03% | +4.99% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.12% | -1.71% | |
| 25 | VRRM | Verra Mobility CORP | 股票-其他 | 0.83% | -0.43% | +28.70% | |
| 26 | DTM | Dt Midstream Inc | 股票-能源 | 0.83% | +0.10% | +108.82% | |
| 27 | WES | Western Midstream Partners L | 股票-能源 | 0.82% | +0.08% | -43.88% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | -0.08% | +9.17% | |
| 29 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.79% | +0.01% | -2.67% | |
| 30 | GD | General Dynamics CORP | 股票-工业 | 0.77% | -0.04% | -1.18% | |
| 31 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.73% | — | +12.16% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.25% | +1.82% | |
| 33 | CACI | Caci International Inc -cl A | 股票-科技 | 0.72% | -0.21% | +30.02% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.72% | -0.09% | -19.05% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.01% | -19.60% | |
| 36 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 0.71% | -0.24% | -4.63% | |
| 37 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.70% | — | EXIT | |
| 38 | TRP | Tc Energy CORP | 股票-能源 | 0.69% | +0.01% | -10.27% | |
| 39 | CDP | Copt Defense Properties | 股票-其他 | 0.69% | +0.06% | -11.65% | |
| 40 | AIR | Aar CORP | 股票-工业 | 0.68% | +0.08% | +8.71% | |
| 41 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.66% | -0.17% | -6.25% | |
| 42 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.65% | — | -0.66% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.56% | +1.79% | |
| 44 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 0.65% | -0.13% | +1.03% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.64% | — | NEW | |
| 46 | SM | Sm Energy Co | 股票-能源 | 0.63% | — | +2.04% | |
| 47 | LFUS | Littelfuse Inc | 股票-科技 | 0.63% | -0.01% | +2.87% | |
| 48 | BLD | Topbuild CORP | 股票-工业 | 0.62% | — | — | |
| 49 | NOG | Northern Oil And Gas Inc | 股票-能源 | 0.62% | -0.26% | EXIT | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | -0.24% | -2.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | +1.5% | +18.18% | 加仓 |
| 2 | WMB | Williams Cos Inc | +0.9% | -3.61% | 减仓 |
| 3 | KMI | Kinder Morgan, Inc. | +0.9% | +66.81% | 加仓 |
| 4 | TRGP | Targa Resources CORP | +0.9% | +13.86% | 加仓 |
| 5 | TMUS | T-mobile US Inc | +0.8% | +360.95% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.8% | -6.14% | 减仓 |
| 7 | EPD | Enterprise Products Partners | +0.8% | +11.07% | 加仓 |
| 8 | OKE | Oneok Inc | +0.7% | +7.65% | 加仓 |
| 9 | DTM | Dt Midstream Inc | +0.7% | +108.82% | 加仓 |
| 10 | BLD | Topbuild CORP | +0.6% | NEW | 新建仓 |
| 11 | TXNM | Txnm Energy Inc | +0.6% | NEW | 新建仓 |
| 12 | WFC | Wells Fargo & Co | +0.6% | +17.91% | 加仓 |
| 13 | AAPL | Apple Inc | +0.6% | -0.11% | 减仓 |
| 14 | DIS | Walt Disney Co/the | +0.6% | +26323.96% | 加仓 |
| 15 | SO | Southern Co/the | +0.6% | +1747.33% | 加仓 |
| 16 | SSBUSD | Southstate Bank CORP | +0.6% | +2221.77% | 加仓 |
| 17 | GS | Goldman Sachs Group Inc | +0.5% | -7.58% | 减仓 |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.5% | +13.05% | 加仓 |
| 19 | UNH | Unitedhealth Group Inc | +0.5% | +9.64% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.5% | +9.17% | 加仓 |
| 21 | UNP | Union Pacific CORP | +0.4% | +2.77% | 加仓 |
| 22 | MPLX | Mplx LP | +0.4% | +4.99% | 加仓 |
| 23 | V | Visa Inc-class A Shares | +0.4% | -1.71% | 减仓 |
| 24 | VRRM | Verra Mobility CORP | +0.4% | +28.70% | 加仓 |
| 25 | MRVL | Marvell Technology Inc | +0.4% | +405.60% | 加仓 |
| 26 | BCC | Boise Cascade Co | +0.4% | +3.92% | 加仓 |
| 27 | IPAR | Interparfums Inc | +0.4% | NEW | 新建仓 |
| 28 | HUBB | Hubbell Inc | +0.4% | -3.91% | 减仓 |
| 29 | KNTK | Kinetik Holdings Inc | +0.4% | +78.28% | 加仓 |
| 30 | WEC | Wec Energy Group Inc | +0.4% | -4.53% | 减仓 |
| 31 | CACI | Caci International Inc -cl A | +0.3% | +30.02% | 加仓 |
| 32 | DRI | Darden Restaurants Inc | +0.3% | -0.66% | 减仓 |
| 33 | FRT | Federal Realty Invs Trust | +0.3% | -2.67% | 减仓 |
| 34 | BAC | Bank Of America CORP | +0.3% | -25.05% | 减仓 |
| 35 | HEESEUR | H&e Equipment Services Inc | +0.3% | +2576.21% | 加仓 |
| 36 | DAL | Delta Air Lines Inc | +0.3% | NEW | 新建仓 |
| 37 | AUB | Atlantic Union Bankshares Co | +0.3% | -4.63% | 减仓 |
| 38 | YETI | Yeti Holdings Inc | +0.3% | NEW | 新建仓 |
| 39 | 8LP1 | Vital Energy Inc | +0.3% | +5.65% | 加仓 |
| 40 | BDX | Becton Dickinson And Co | +0.3% | -1.26% | 减仓 |
| 41 | ORLY | O'reilly Automotive Inc | +0.3% | -6.25% | 减仓 |
| 42 | GD | General Dynamics CORP | +0.3% | -1.18% | 减仓 |
| 43 | WMT | Walmart Inc | +0.3% | -19.05% | 减仓 |
| 44 | BL | Blackline Inc | +0.3% | NEW | 新建仓 |
| 45 | 0E41 | Enlink Midstream LLC | +0.3% | +67.37% | 加仓 |
| 46 | CDP | Copt Defense Properties | +0.3% | -11.65% | 减仓 |
| 47 | XOM | Exxon Mobil CORP | +0.3% | +1.79% | 加仓 |
| 48 | IVV | Ishares Core S&p 500 ETF | +0.3% | +225.55% | 加仓 |
| 49 | TRP | Tc Energy CORP | +0.3% | -10.27% | 减仓 |
| 50 | LFUS | Littelfuse Inc | +0.3% | +2.87% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Westwood Holdings Group Inc 在 Q4 2024 季度的美股持仓总市值约为 US$132.7亿，共申报了 483 个公开持股仓位。
在 Q4 2024 季度，Westwood Holdings Group Inc 按市值排列的前三大核心持股分别为：ET (2.5%)、WMB (1.8%)、MSFT (1.7%)。其中最大持股仓位 ET 占据整体投资组合约 2.5% 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
BLD
市值: US$8084.4万
本季最大获利了结 / 清仓标的
MDB 0.25 01-15-26
前期市值: US$2.6亿
在 Q4 2024 季度中，Westwood Holdings Group Inc 共进行了 168 项持仓异动，包含新建仓 16 个仓位、加仓 60 个仓位、减仓 77 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 BLD。 本季清仓仓位包含 MDB 0.25 01-15-26。
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。