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。
CIK: 0001276853
申报总市值
US$7.4亿
US$7.4亿
124 檔
18.1%
Wilkins Investment Counsel Inc 在 Q3 2024 季度的美股仓位总计估值为 US$7.4亿,分散于 124 个持仓标的之中,反映其市场参与广度与投资规模。
在 Q3 2024 期间,Wilkins Investment Counsel 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,Wilkins Investment Counsel Inc 的前 5 大核心持股(包含 NEM, MRK, PG 等)合计占整体申报市值的 18.1%,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 | NEM | Newmont CORP | 股票-原材料 | 4.48% | -1.17% | -0.16% | |
| 2 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.81% | -0.02% | -0.77% | |
| 3 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.70% | -0.15% | -1.94% | |
| 4 | CB | Chubb Limited | 股票-金融 | 3.31% | -0.07% | -0.47% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 3.23% | +0.10% | -0.57% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 3.07% | +0.23% | -1.50% | |
| 7 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 2.99% | -0.12% | -0.48% | |
| 8 | CTVA | Corteva Inc | 股票-原材料 | 2.97% | -0.22% | -0.11% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.88% | -0.06% | +0.62% | |
| 10 | MMM | 3m Co | 股票-工业 | 2.84% | +0.13% | +0.10% | |
| 11 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 2.83% | +0.05% | -0.32% | |
| 12 | WMB | Williams Cos Inc | 股票-能源 | 2.67% | -0.20% | -1.43% | |
| 13 | MDT | Medtronic plc | 股票-医疗保健 | 2.51% | -0.15% | +0.23% | |
| 14 | BP | Bp Plc-spons Adr | 股票-能源 | 2.39% | -0.83% | +1.55% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工业 | 2.20% | +0.05% | +27.49% | |
| 16 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 2.12% | -1.14% | EXIT | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.08% | -0.45% | +0.11% | |
| 18 | EMR | Emerson Electric Co | 股票-工业 | 2.05% | +0.04% | +0.48% | |
| 19 | SYY | Sysco CORP | 股票-非周期性消费 | 1.99% | +0.10% | -0.62% | |
| 20 | FFIV | F5 Inc | 股票-科技 | 1.99% | +0.16% | -31.43% | |
| 21 | FTNT | Fortinet Inc | 股票-科技 | 1.95% | +0.59% | -0.30% | |
| 22 | NTRS | Northern Trust CORP | 股票-金融 | 1.94% | +0.31% | +0.30% | |
| 23 | WY | Weyerhaeuser Co | 股票-房地产 | 1.85% | -0.15% | +4.68% | |
| 24 | ILMN | Illumina Inc | 股票-医疗保健 | 1.83% | +0.67% | -6.70% | |
| 25 | SLB | Slb LTD | 股票-能源 | 1.78% | -0.32% | +11.93% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.77% | -0.02% | +0.72% | |
| 27 | FAST | Fastenal Co | 股票-工业 | 1.75% | -0.08% | +0.17% | |
| 28 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.55% | — | -0.45% | |
| 29 | INTC | Intel CORP | 股票-科技 | 1.51% | — | -12.70% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 1.50% | +0.45% | -1.13% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.07% | +1.88% | |
| 32 | FISV | Fiserv Inc | 股票-其他 | 1.24% | +0.10% | -2.45% | |
| 33 | AMT | American Tower CORP | 股票-房地产 | 1.17% | -0.12% | -0.96% | |
| 34 | CPAY | Corpay Inc | 股票-科技 | 1.14% | +0.10% | +17.46% | |
| 35 | IT | Gartner Inc | 股票-科技 | 1.11% | — | -5.43% | |
| 36 | PFE | Pfizer Inc | 股票-医疗保健 | 1.06% | -0.16% | +1.03% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -1.25% | EXIT | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.99% | +0.48% | -1.57% | |
| 39 | TRMB | Trimble Inc | 股票-科技 | 0.84% | -0.07% | — | |
| 40 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.79% | -0.17% | -1.96% | |
| 41 | AAPL | Apple Inc | 股票-科技 | 0.79% | +0.08% | -0.67% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.71% | +0.03% | -0.12% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.03% | -1.25% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.70% | -0.05% | +806.05% | |
| 45 | GIS | General Mills Inc | 股票-非周期性消费 | 0.59% | -0.05% | +2.24% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.24% | — | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.44% | -0.05% | -2.80% | |
| 48 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | +0.06% | -4.95% | |
| 49 | CLX | Clorox Company | 股票-非周期性消费 | 0.39% | -0.07% | +1.17% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.39% | -0.05% | — |
根据 SEC 官方 Form 13F 申报备案,Wilkins Investment Counsel Inc 在 Q3 2024 季度的美股持仓总市值约为 US$7.4亿,共申报了 124 个公开持股仓位。
在 Q3 2024 季度,Wilkins Investment Counsel Inc 按市值排列的前三大核心持股分别为:NEM (4.5%)、MRK (3.8%)、PG (3.7%)。其中最大持股仓位 NEM 占据整体投资组合约 4.5% 的权重。
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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。
在 Q3 2024 季度中,Wilkins Investment Counsel 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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