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
158 檔
21.2%
截至 Q4 2024 季度末，Whitener Capital Management, Inc. 的美股持仓估值约为 US$4.7亿，全数申报仓位共有 158 档。
Whitener Capital Management, Inc. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 15 档持股的同时，亦同步清仓 7 档并减仓 19 档标的。
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, JPM, GOOGL 等）合计占整体申报市值的 21.2%，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 | 7.56% | +0.27% | -2.07% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.36% | +0.18% | -0.72% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.18% | +0.89% | -1.69% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.98% | — | -0.56% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 4.94% | -0.84% | -3.49% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.84% | +0.21% | -2.55% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 4.42% | +0.50% | -9.19% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.94% | +0.15% | +0.38% | |
| 9 | HON | Honeywell International Inc | 股票-工业 | 2.78% | -2.32% | EXIT | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.34% | -0.41% | +5.11% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.98% | +0.14% | -2.07% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.91% | +0.16% | +0.81% | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.89% | -0.32% | +5.83% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.64% | -0.06% | -3.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.50% | +0.02% | -2.10% | |
| 16 | TFC | Truist Financial CORP | 股票-金融 | 1.50% | -0.04% | -11.84% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.45% | +0.04% | +177.40% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 1.33% | -0.11% | +0.98% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | -1.80% | EXIT | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.20% | +0.04% | -0.49% | |
| 21 | ROK | Rockwell Automation Inc | 股票-工业 | 1.19% | +0.29% | -0.11% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 1.15% | +0.69% | -1.64% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.13% | +0.02% | +0.50% | |
| 24 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.94% | -0.10% | +2.83% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.88% | -0.31% | +13.19% | |
| 26 | DE | Deere & Co | 股票-工业 | 0.86% | +0.05% | +1.39% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.83% | +0.17% | +2.26% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.81% | -0.06% | -7.50% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.81% | -0.16% | -2.68% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.77% | -0.15% | — | |
| 31 | RY | Royal Bank Of Canada | 股票-金融 | 0.77% | +0.14% | -0.20% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.74% | -0.11% | +3.77% | |
| 33 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.73% | -0.09% | -4.00% | |
| 34 | EMR | Emerson Electric Co | 股票-工业 | 0.71% | +0.04% | +1.02% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.03% | -2.10% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.65% | +0.01% | +195.40% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | -0.05% | -1.11% | |
| 38 | MMM | 3m Co | 股票-工业 | 0.62% | +0.07% | +1.42% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.60% | — | +2.00% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.58% | +0.45% | +100.21% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.57% | -0.02% | +195.36% | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.56% | -0.14% | +42.06% | |
| 43 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.55% | -0.17% | -0.76% | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.54% | -0.06% | +8.20% | |
| 45 | MO | Altria Group Inc | 股票-非周期性消费 | 0.51% | +0.02% | +1.75% | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.49% | -0.03% | — | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.47% | -0.03% | — | |
| 48 | CMI | Cummins Inc | 股票-工业 | 0.47% | +0.05% | -2.89% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.45% | -0.02% | -1.87% | |
| 50 | NSC | Norfolk Southern CORP | 股票-工业 | 0.45% | -0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | -2.55% | 减仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.6% | -0.72% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.69% | 减仓 |
| 4 | V | Visa Inc-class A Shares | +0.4% | +0.38% | 加仓 |
| 5 | WMT | Walmart Inc | +0.3% | -3.49% | 减仓 |
| 6 | AAPL | Apple Inc | +0.3% | -2.07% | 减仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | -2.07% | 减仓 |
| 8 | HON | Honeywell International Inc | +0.2% | -0.57% | 减仓 |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | NEW | 新建仓 |
| 10 | PFE | Pfizer Inc | +0.1% | +42.06% | 加仓 |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | NEW | 新建仓 |
| 12 | NOBL | Proshares S&p 500 Dividend A | +0.1% | NEW | 新建仓 |
| 13 | EMR | Emerson Electric Co | +0.1% | +1.02% | 加仓 |
| 14 | CVX | Chevron CORP | +0.1% | +13.19% | 加仓 |
| 15 | MSTR | Strategy Inc | +0.1% | NEW | 新建仓 |
| 16 | NFLX | Netflix Inc | +0.1% | -0.34% | 减仓 |
| 17 | GLD | Spdr Gold Shares | +0.1% | NEW | 新建仓 |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +84.31% | 加仓 |
| 19 | TSLA | Tesla Inc | +0.1% | NEW | 新建仓 |
| 20 | DRLL | Strive US Energy ETF | +0.1% | NEW | 新建仓 |
| 21 | ROK | Rockwell Automation Inc | +0.1% | -0.11% | 减仓 |
| 22 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | 清仓 |
| 23 | CARR | Carrier Global CORP | -0.1% | EXIT | 清仓 |
| 24 | INTC | Intel CORP | -0.1% | EXIT | 清仓 |
| 25 | LIN | Linde plc | -0.1% | — | 不变 |
| 26 | FITB | Fifth Third Bancorp | -0.1% | EXIT | 清仓 |
| 27 | VZ | Verizon Communications Inc | -0.1% | -7.61% | 减仓 |
| 28 | LLY | Eli Lilly & Co | -0.1% | -2.36% | 减仓 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | +2.83% | 加仓 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | +3.66% | 加仓 |
| 31 | ABX | Barrick Gold CORP | -0.1% | +0.20% | 加仓 |
| 32 | KO | Coca-cola Co/the | -0.1% | +2.00% | 加仓 |
| 33 | SCHB | Schwab US Broad Market ETF | -0.1% | +177.40% | 加仓 |
| 34 | DUK | Duke Energy CORP | -0.1% | +0.98% | 加仓 |
| 35 | ADBE | Adobe Inc | -0.1% | EXIT | 清仓 |
| 36 | BAX | Baxter International Inc | -0.1% | EXIT | 清仓 |
| 37 | MA | Mastercard Inc - A | -0.1% | -29.85% | 减仓 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | +2.26% | 加仓 |
| 39 | AMGN | Amgen Inc | -0.1% | — | 不变 |
| 40 | CAT | Caterpillar Inc | -0.1% | -1.64% | 减仓 |
| 41 | PG | Procter & Gamble Co/the | -0.1% | -3.06% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.1% | +5.83% | 加仓 |
| 43 | THQ | Abrdn Healthcare Opport | -0.1% | EXIT | 清仓 |
| 44 | NKE | Nike Inc -cl B | -0.2% | -4.00% | 减仓 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | +0.50% | 加仓 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -7.50% | 减仓 |
| 47 | TGT | Target CORP | -0.2% | -40.72% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.2% | -0.56% | 减仓 |
| 49 | TFC | Truist Financial CORP | -0.2% | -11.84% | 减仓 |
| 50 | ABBV | Abbvie Inc | -0.2% | +0.81% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Whitener Capital Management, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$4.7亿，共申报了 158 个公开持股仓位。
在 Q4 2024 季度，Whitener Capital Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (7.6%)、JPM (5.4%)、GOOGL (5.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.6% 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
BSCS
市值: US$53.1万
本季最大获利了结 / 清仓标的
THQ
前期市值: US$48.2万
在 Q4 2024 季度中，Whitener Capital Management, Inc. 共进行了 48 项持仓异动，包含新建仓 7 个仓位、加仓 15 个仓位、减仓 19 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 BSCS。 本季清仓仓位包含 THQ。
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。