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: 0001263548
申报总市值
US$53.5亿
US$53.5亿
1349 檔
18.9%
在 Q4 2024 的 13F 官方备案中，Whittier Trust Co Of Nevada Inc 管理的美股投资组合规模来到 US$53.5亿，整体持股档数为 1349 档。
在 Q4 2024，Whittier Trust Co Of Nevada Inc 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 138 个既有持股进行加仓（合计增持 150 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Whittier Trust Co Of Nevada Inc 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 18.9%，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 1349 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 | AAPL | Apple Inc | 股票-科技 | 6.87% | +0.37% | +2.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.41% | -0.42% | +2.63% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.99% | +0.06% | +4.44% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.45% | +0.02% | +0.92% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.13% | +0.17% | +3.05% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.01% | +0.45% | +5.02% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.29% | +0.14% | +2.53% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | +0.08% | +3.90% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.72% | +0.06% | +3.13% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.69% | -0.24% | +4.91% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.52% | +0.04% | +1.12% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.28% | +0.09% | +0.16% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.25% | -0.01% | +0.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | -0.04% | +2.59% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.04% | +6.76% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.11% | — | +0.51% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.93% | -0.02% | -0.20% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.87% | -0.19% | +33.29% | |
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 0.86% | — | +2.88% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | +0.02% | +1.70% | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 0.83% | -0.02% | +5.95% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | -0.01% | +5.38% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | +0.11% | +2.36% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.05% | +2.47% | |
| 25 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.75% | -0.12% | +4.49% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | -0.12% | +0.02% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | -0.21% | +1.51% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.19% | +19.43% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.70% | +0.10% | +3.43% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.67% | -0.02% | — | |
| 31 | HON | Honeywell International Inc | 股票-工业 | 0.66% | -0.60% | EXIT | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.64% | +0.07% | +2.81% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.63% | -0.02% | +4.16% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.62% | +0.07% | +24.98% | |
| 35 | TRGP | Targa Resources CORP | 股票-能源 | 0.61% | -0.35% | — | |
| 36 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.61% | — | +6.33% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | -0.03% | +12.20% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | +0.02% | +0.02% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | — | -0.03% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.56% | +0.15% | +1.64% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.55% | -0.06% | +3.67% | |
| 42 | BX | Blackstone Inc | 股票-金融 | 0.54% | — | +5.21% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.54% | -0.07% | +5.49% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.52% | -0.06% | +3.15% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.52% | -0.47% | +4.60% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | -0.01% | -27.11% | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.49% | — | +5.99% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.48% | +0.03% | -0.58% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | -0.02% | +3.75% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.46% | -0.07% | +0.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TRGP | Targa Resources CORP | +0.6% | NEW | 新建仓 |
| 2 | NVDA | Nvidia CORP | +0.4% | +4.44% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.4% | +4.91% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +3.05% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +5.02% | 加仓 |
| 6 | AAPL | Apple Inc | +0.3% | +2.49% | 加仓 |
| 7 | V | Visa Inc-class A Shares | +0.2% | +3.13% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +3.90% | 加仓 |
| 9 | TSLA | Tesla Inc | +0.2% | +125.70% | 加仓 |
| 10 | CEG | Constellation Energy | +0.2% | +3391.79% | 加仓 |
| 11 | BLK | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 12 | CVX | Chevron CORP | +0.2% | +33.29% | 加仓 |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +24.98% | 加仓 |
| 14 | ET | Energy Transfer LP | +0.2% | NEW | 新建仓 |
| 15 | ISRG | Intuitive Surgical Inc | +0.1% | +45.84% | 加仓 |
| 16 | NOW | Servicenow Inc | +0.1% | +5.95% | 加仓 |
| 17 | CRM | Salesforce Inc | +0.1% | +15.28% | 加仓 |
| 18 | ARISUSD | Aris Water Solutions Inc-a | +0.1% | +7161.63% | 加仓 |
| 19 | NEE | Nextera Energy Inc | +0.1% | +158.14% | 加仓 |
| 20 | DDOG | Datadog Inc - Class A | +0.1% | +113.36% | 加仓 |
| 21 | SUN | Sunoco LP | +0.1% | NEW | 新建仓 |
| 22 | VERX | Vertex Inc - Class A | +0.1% | +57.40% | 加仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.36% | 加仓 |
| 24 | TLN | Talen Energy CORP | +0.1% | NEW | 新建仓 |
| 25 | PGR | Progressive CORP | +0.1% | +2169.73% | 加仓 |
| 26 | ENB | Enbridge Inc | +0.1% | +875.63% | 加仓 |
| 27 | GVI | Ishares Intermediate Governm | +0.1% | +839.01% | 加仓 |
| 28 | P | Everpure Inc-a | +0.1% | +119.59% | 加仓 |
| 29 | BX | Blackstone Inc | +0.1% | +5.21% | 加仓 |
| 30 | DIS | Walt Disney Co/the | +0.1% | +3.75% | 加仓 |
| 31 | AXON | Axon Enterprise Inc | +0.1% | +23.22% | 加仓 |
| 32 | HON | Honeywell International Inc | +0.1% | +3.40% | 加仓 |
| 33 | KMI | Kinder Morgan, Inc. | +0.1% | +199.48% | 加仓 |
| 34 | META | Meta Platforms Inc-class A | 0% | +6.76% | 加仓 |
| 35 | EWBC | East West Bancorp Inc | 0% | +4.25% | 加仓 |
| 36 | DSGX | Descartes Systems Grp/the | 0% | +962.95% | 加仓 |
| 37 | MINT | Pimco Enhanced Short Maturit | 0% | +258.28% | 加仓 |
| 38 | ANET | Arista Networks Inc | 0% | NEW | 新建仓 |
| 39 | LRCX | Lam Research CORP | 0% | NEW | 新建仓 |
| 40 | CMG | Chipotle Mexican Grill Inc | 0% | +6.33% | 加仓 |
| 41 | CPRT | Copart Inc | 0% | +5.24% | 加仓 |
| 42 | EQT | Eqt CORP | 0% | +5.10% | 加仓 |
| 43 | LULU | Lululemon Athletica Inc | 0% | +5.76% | 加仓 |
| 44 | SHW | Sherwin-williams Co/the | 0% | +42.71% | 加仓 |
| 45 | LPLA | Lpl Financial Holdings Inc | 0% | +5.13% | 加仓 |
| 46 | LNG | Cheniere Energy Inc | 0% | +8.24% | 加仓 |
| 47 | WES | Western Midstream Partners L | 0% | NEW | 新建仓 |
| 48 | TJX | Tjx Companies Inc | 0% | +4.49% | 加仓 |
| 49 | PG | Procter & Gamble Co/the | 0% | +12.20% | 加仓 |
| 50 | WMT | Walmart Inc | 0% | +1.71% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Whittier Trust Co Of Nevada Inc 在 Q4 2024 季度的美股持仓总市值约为 US$53.5亿，共申报了 1349 个公开持股仓位。
在 Q4 2024 季度，Whittier Trust Co Of Nevada Inc 按市值排列的前三大核心持股分别为：AAPL (6.9%)、MSFT (6.4%)、NVDA (5.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.9% 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。
本季最大新建仓标的
TRGP
市值: US$2503.5万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$679.6万
在 Q4 2024 季度中，Whittier Trust Co Of Nevada Inc 共进行了 197 项持仓异动，包含新建仓 12 个仓位、加仓 138 个仓位、减仓 43 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 TRGP。 本季清仓仓位包含 BLKCHF。
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。