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: 0001310929
申报总市值
US$21.0亿
US$21.0亿
107 檔
10.5%
Q1 2024 季度申报显示，Willis Investment Counsel 披露的美股组合总市值为 US$21.0亿，涵盖 107 个不同之权益投资仓位。
在 Q1 2024 期间，Willis Investment Counsel 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，Willis Investment Counsel 的前 5 大核心持股（包含 JNJ, MSFT, CSCO 等）合计占整体申报市值的 10.5%，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 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.22% | -0.11% | +0.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.14% | -16.73% | |
| 3 | CSCO | Cisco Systems Inc | 股票-科技 | 3.04% | +1.42% | +0.27% | |
| 4 | TXN | Texas Instruments Inc | 股票-科技 | 3.01% | +0.54% | +0.26% | |
| 5 | LMT | Lockheed Martin CORP | 股票-工业 | 2.79% | -0.67% | +0.66% | |
| 6 | ACN | Accenture plc | 股票-科技 | 2.73% | -0.53% | -14.27% | |
| 7 | PAYX | Paychex Inc | 股票-科技 | 2.63% | -0.01% | +0.39% | |
| 8 | CB | Chubb Limited | 股票-金融 | 2.58% | -0.09% | -6.48% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.54% | -0.03% | +0.24% | |
| 10 | INTC | Intel CORP | 股票-科技 | 2.50% | — | +0.09% | |
| 11 | PFE | Pfizer Inc | 股票-医疗保健 | 2.33% | -0.54% | +3.70% | |
| 12 | MDT | Medtronic plc | 股票-医疗保健 | 2.10% | -0.31% | +0.50% | |
| 13 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.10% | -0.14% | — | |
| 14 | AMAT | Applied Materials Inc | 股票-科技 | 2.08% | +0.58% | +0.16% | |
| 15 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.95% | -0.40% | +0.19% | |
| 16 | CLX | Clorox Company | 股票-非周期性消费 | 1.94% | -0.26% | +0.31% | |
| 17 | COP | Conocophillips | 股票-能源 | 1.93% | -0.50% | +0.10% | |
| 18 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.91% | -0.39% | +61.93% | |
| 19 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.85% | — | +5.54% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 1.82% | +0.85% | -22.97% | |
| 21 | AFL | Aflac Inc | 股票-金融 | 1.75% | — | -21.22% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.64% | -2.13% | EXIT | |
| 23 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.63% | +0.07% | -11.78% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 1.60% | +0.01% | NEW | |
| 25 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.58% | -0.55% | -12.88% | |
| 26 | SHEL | Shell Plc-adr | 股票-能源 | 1.54% | -0.33% | +0.35% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工业 | 1.33% | +0.08% | +65.92% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 1.31% | +0.02% | -2.76% | |
| 29 | FDS | Factset Research Systems Inc | 股票-金融 | 1.31% | +0.05% | — | |
| 30 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.30% | — | — | |
| 31 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.25% | +0.06% | +0.19% | |
| 32 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 1.25% | -0.09% | — | |
| 33 | T | At&t Inc | 股票-通信服务 | 1.21% | -0.61% | — | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.20% | -0.21% | -8.67% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 1.20% | -0.07% | +0.72% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | +0.21% | +0.47% | |
| 37 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.14% | -0.45% | — | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.04% | -25.05% | |
| 39 | TGT | Target CORP | 股票-周期性消费 | 1.08% | — | — | |
| 40 | AXP | American Express Co | 股票-金融 | 1.06% | +0.14% | +0.71% | |
| 41 | GD | General Dynamics CORP | 股票-工业 | 1.05% | -0.13% | — | |
| 42 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.00% | — | -0.01% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | -0.19% | +0.04% | |
| 44 | ✓ | Laboratory Corp. of America | 股票-其他 | 0.96% | — | +0.23% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.96% | -0.05% | — | |
| 46 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.95% | -0.11% | +2.47% | |
| 47 | ETN | Eaton Corporation plc | 股票-工业 | 0.92% | +0.05% | -21.84% | |
| 48 | AEP | American Electric Power | 股票-公用事业 | 0.92% | -0.14% | — | |
| 49 | DE | Deere & Co | 股票-工业 | 0.85% | -0.03% | — | |
| 50 | GL | Globe Life Inc | 股票-金融 | 0.80% | — | +0.47% |
根据 SEC 官方 Form 13F 申报备案，Willis Investment Counsel 在 Q1 2024 季度的美股持仓总市值约为 US$21.0亿，共申报了 107 个公开持股仓位。
在 Q1 2024 季度，Willis Investment Counsel 按市值排列的前三大核心持股分别为：JNJ (3.2%)、MSFT (3.1%)、CSCO (3.0%)。其中最大持股仓位 JNJ 占据整体投资组合约 3.2% 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。
在 Q1 2024 季度中，Willis Investment Counsel 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。
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。