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: 0001906640
申报总市值
US$1.9亿
US$1.9亿
134 檔
16.7%
Q2 2024 季度申报显示，Widmann Financial Services, Inc. 披露的美股组合总市值为 US$1.9亿，涵盖 134 个不同之权益投资仓位。
在 Q2 2024 期间，Widmann Financial Services, Inc. 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Widmann Financial Services, Inc. 的前 5 大核心持股（包含 IEFA, MSFT, AAPL 等）合计占整体申报市值的 16.7%，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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.11% | -0.01% | +0.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.05% | -0.06% | -3.60% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.96% | +0.23% | -0.62% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.19% | +0.18% | +0.89% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.97% | +0.17% | -0.26% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.86% | +0.32% | -3.89% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.03% | +0.16% | -0.69% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.98% | +0.14% | +0.88% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.66% | -1.03% | -1.79% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 2.11% | +0.07% | +1.84% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.06% | -0.39% | -0.79% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.97% | -0.11% | — | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.86% | -0.08% | -1.22% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.79% | -0.17% | +0.56% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.51% | +0.18% | -0.08% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.51% | -0.45% | +1.57% | |
| 17 | MCHP | Microchip Technology Inc | 股票-科技 | 1.50% | +0.27% | -0.85% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.45% | +0.23% | -1.92% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.43% | +0.06% | -1.28% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.41% | -0.07% | -0.63% | |
| 21 | RTX | Rtx CORP | 股票-工业 | 1.31% | -0.24% | — | |
| 22 | F | Ford Motor Co | 股票-周期性消费 | 1.21% | +0.03% | -0.84% | |
| 23 | CAT | Caterpillar Inc | 股票-工业 | 1.21% | +0.62% | -1.13% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.20% | -0.03% | -0.83% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.20% | +0.05% | — | |
| 26 | PFE | Pfizer Inc | 股票-医疗保健 | 1.18% | -0.17% | -1.73% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.14% | -0.16% | +0.13% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.12% | -0.31% | -0.98% | |
| 29 | MOO | Vaneck Agribusiness ETF | ETF-其他 | 1.10% | -0.19% | +3.25% | |
| 30 | INTC | Intel CORP | 股票-科技 | 1.09% | +0.13% | NEW | |
| 31 | T | At&t Inc | 股票-通信服务 | 1.07% | -0.42% | -2.95% | |
| 32 | TT | Trane Technologies plc | 股票-工业 | 1.03% | +0.02% | -6.07% | |
| 33 | IRM | Iron Mountain Inc | 股票-房地产 | 0.98% | +0.07% | — | |
| 34 | MAIN | Main Street Capital CORP | 股票-金融 | 0.94% | -0.11% | +0.56% | |
| 35 | GIS | General Mills Inc | 股票-非周期性消费 | 0.86% | -0.06% | +0.21% | |
| 36 | PPG | Ppg Industries Inc | 股票-原材料 | 0.85% | +0.01% | +1.66% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.82% | -0.06% | -0.25% | |
| 38 | SO | Southern Co/the | 股票-公用事业 | 0.78% | -0.08% | -1.17% | |
| 39 | C | Citigroup Inc | 股票-金融 | 0.78% | +0.10% | -1.06% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事业 | 0.77% | -0.13% | -0.70% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.77% | +0.01% | +0.04% | |
| 42 | GWW | Ww Grainger Inc | 股票-工业 | 0.77% | +0.07% | -3.65% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.75% | -0.01% | -2.74% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.73% | -0.02% | -0.94% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | +0.10% | -17.18% | |
| 46 | MO | Altria Group Inc | 股票-非周期性消费 | 0.68% | -0.06% | -1.04% | |
| 47 | DOW | Dow Inc | 股票-原材料 | 0.63% | -0.13% | -0.58% | |
| 48 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 0.62% | -0.04% | +0.10% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.57% | +0.02% | -1.43% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.54% | +0.17% | -1.74% |
根据 SEC 官方 Form 13F 申报备案，Widmann Financial Services, Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$1.9亿，共申报了 134 个公开持股仓位。
在 Q2 2024 季度，Widmann Financial Services, Inc. 按市值排列的前三大核心持股分别为：IEFA (6.1%)、MSFT (6.0%)、AAPL (5.0%)。其中最大持股仓位 IEFA 占据整体投资组合约 6.1% 的权重。
在 Q2 2024 季度中，Widmann Financial Services, Inc. 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。
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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。
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。