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: 0000825217
申报总市值
US$4.7亿
US$4.7亿
155 檔
19.8%
Whitener Capital Management, Inc. 在 Q3 2024 季度的美股仓位总计估值为 US$4.7亿，分散于 155 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Whitener Capital Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 25 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Whitener Capital Management, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, JPM 等）合计占整体申报市值的 19.8%，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 | 7.27% | +0.27% | -1.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.17% | — | -0.73% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.81% | +0.18% | +0.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.67% | +0.89% | -1.83% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 4.63% | -0.84% | -0.13% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.45% | +0.50% | -0.32% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.27% | +0.21% | +1.48% | |
| 8 | HON | Honeywell International Inc | 股票-工业 | 2.59% | -2.32% | EXIT | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.58% | +0.15% | +3.08% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.37% | -0.41% | +8.38% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.13% | +0.16% | -0.43% | |
| 12 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.02% | -0.32% | +3.16% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.77% | -0.06% | +0.95% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.77% | +0.14% | +0.08% | |
| 15 | TFC | Truist Financial CORP | 股票-金融 | 1.70% | -0.04% | -3.93% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | +0.02% | +1.26% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.55% | +0.04% | -2.43% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 1.43% | -0.11% | -0.64% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -1.80% | EXIT | |
| 20 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.30% | +0.02% | -1.01% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 1.28% | +0.69% | -4.49% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.27% | +0.04% | +6.18% | |
| 23 | ROK | Rockwell Automation Inc | 股票-工业 | 1.14% | +0.29% | -3.24% | |
| 24 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.02% | -0.10% | +2.60% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | -0.06% | -4.29% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.95% | +0.17% | +6.71% | |
| 27 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.89% | -0.09% | +1.22% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.84% | -0.16% | -1.86% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.84% | +0.05% | +4.69% | |
| 30 | RY | Royal Bank Of Canada | 股票-金融 | 0.81% | +0.14% | -2.08% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.80% | -0.31% | +11.15% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.73% | -0.15% | -3.00% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | -0.11% | -13.91% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.69% | — | +2.92% | |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.67% | +0.01% | -1.69% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.66% | -0.05% | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | -0.03% | +2.01% | |
| 38 | MMM | 3m Co | 股票-工业 | 0.65% | +0.07% | -1.50% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.63% | +0.04% | +10.69% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.62% | -0.03% | -2.87% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | -0.02% | -2.73% | |
| 42 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.56% | -0.17% | +0.02% | |
| 43 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.55% | +0.45% | +2.23% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.54% | -0.03% | — | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.53% | -0.06% | +1.96% | |
| 46 | MO | Altria Group Inc | 股票-非周期性消费 | 0.50% | +0.02% | +12.52% | |
| 47 | PEO | Adams Natural Resources Fund | 股票-其他 | 0.49% | -0.10% | +0.72% | |
| 48 | NSC | Norfolk Southern CORP | 股票-工业 | 0.48% | -0.04% | -1.65% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.01% | — | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | -0.02% | -0.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.5% | -0.13% | 减仓 |
| 2 | MCD | Mcdonald's CORP | +0.4% | +8.38% | 加仓 |
| 3 | HD | Home Depot Inc | +0.2% | +6.18% | 加仓 |
| 4 | LOW | Lowe's Cos Inc | +0.2% | +2.60% | 加仓 |
| 5 | PFE | Pfizer Inc | +0.2% | +62.51% | 加仓 |
| 6 | ABBV | Abbvie Inc | +0.2% | -0.43% | 减仓 |
| 7 | AAPL | Apple Inc | +0.1% | -1.59% | 减仓 |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | +6.71% | 加仓 |
| 9 | MMM | 3m Co | +0.1% | -1.50% | 减仓 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.26% | 加仓 |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | NEW | 新建仓 |
| 12 | DUK | Duke Energy CORP | +0.1% | -0.64% | 减仓 |
| 13 | NKE | Nike Inc -cl B | +0.1% | +1.22% | 加仓 |
| 14 | MLM | Martin Marietta Materials | +0.1% | +36.19% | 加仓 |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | NEW | 新建仓 |
| 16 | MO | Altria Group Inc | +0.1% | +12.52% | 加仓 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | -0.67% | 减仓 |
| 18 | DE | Deere & Co | +0.1% | +4.69% | 加仓 |
| 19 | RTX | Rtx CORP | +0.1% | +1.96% | 加仓 |
| 20 | PRU | Prudential Financial Inc | +0.1% | NEW | 新建仓 |
| 21 | VNO | Vornado Realty Trust | +0.1% | NEW | 新建仓 |
| 22 | CAT | Caterpillar Inc | +0.1% | -4.49% | 减仓 |
| 23 | RY | Royal Bank Of Canada | +0.1% | -2.08% | 减仓 |
| 24 | KO | Coca-cola Co/the | +0.1% | +2.92% | 加仓 |
| 25 | CMI | Cummins Inc | +0.1% | +6.22% | 加仓 |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | 加仓 |
| 27 | SPGI | S&p Global Inc | +0.1% | — | 不变 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +2.01% | 加仓 |
| 29 | LMT | Lockheed Martin CORP | +0.1% | +7.13% | 加仓 |
| 30 | ABX | Barrick Gold CORP | 0% | +0.93% | 加仓 |
| 31 | XLB | Ss Materials Select Sector | 0% | +8.36% | 加仓 |
| 32 | V | Visa Inc-class A Shares | 0% | +3.08% | 加仓 |
| 33 | IAU | Ishares Gold Trust | 0% | +0.02% | 加仓 |
| 34 | XOM | Exxon Mobil CORP | — | +4.70% | 加仓 |
| 35 | PEP | Pepsico Inc | 0% | +3.16% | 加仓 |
| 36 | PG | Procter & Gamble Co/the | 0% | +0.95% | 加仓 |
| 37 | TFC | Truist Financial CORP | 0% | -3.93% | 减仓 |
| 38 | XLE | Ss Energy Select Sector | -0.1% | EXIT | 清仓 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | +0.78% | 加仓 |
| 40 | TROW | T Rowe Price Group Inc | -0.1% | EXIT | 清仓 |
| 41 | THQ | Abrdn Healthcare Opport | -0.1% | -39.05% | 减仓 |
| 42 | SNOW | Snowflake Inc | -0.1% | EXIT | 清仓 |
| 43 | COST | Costco Wholesale CORP | -0.1% | -13.91% | 减仓 |
| 44 | ROK | Rockwell Automation Inc | -0.2% | -3.24% | 减仓 |
| 45 | EW | Edwards Lifesciences CORP | -0.2% | -18.24% | 减仓 |
| 46 | MRK | Merck & Co. Inc. | -0.2% | -1.01% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -0.4% | +1.48% | 加仓 |
| 48 | NVDA | Nvidia CORP | -0.4% | -0.32% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.6% | -0.73% | 减仓 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.9% | -1.83% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Whitener Capital Management, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$4.7亿，共申报了 155 个公开持股仓位。
在 Q3 2024 季度，Whitener Capital Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (7.3%)、MSFT (5.2%)、JPM (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.3% 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。
本季最大新建仓标的
BSCQ
市值: US$34.7万
本季最大获利了结 / 清仓标的
SNOW
前期市值: US$31.0万
在 Q3 2024 季度中，Whitener Capital Management, Inc. 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 25 个仓位、减仓 17 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 BSCQ。 本季清仓仓位包含 SNOW。
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。