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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001310929
申报总市值
US$21.0亿
US$21.0亿
116 檔
11.4%
根据最新整理的 13F 季度数据集，Willis Investment Counsel 于 Q4 2024 结束时的管理资产规模为 US$21.0亿。该机构在本季度申报了 116 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 CSCO, JNJ, TXN 等）合计占整体申报市值的 11.4%，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 | CSCO | Cisco Systems Inc | 股票-科技 | 3.46% | +1.42% | +0.07% | |
| 2 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.15% | -0.11% | +7.47% | |
| 3 | TXN | Texas Instruments Inc | 股票-科技 | 3.11% | +0.54% | +0.41% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | -0.14% | +2.78% | |
| 5 | PAYX | Paychex Inc | 股票-科技 | 2.89% | -0.01% | +0.56% | |
| 6 | LMT | Lockheed Martin CORP | 股票-工业 | 2.78% | -0.67% | +4.79% | |
| 7 | CB | Chubb Limited | 股票-金融 | 2.67% | -0.09% | +0.98% | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.67% | -0.53% | +0.56% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.48% | -0.03% | +0.60% | |
| 10 | PFE | Pfizer Inc | 股票-医疗保健 | 2.47% | -0.54% | +9.38% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 2.28% | +0.01% | NEW | |
| 12 | CLX | Clorox Company | 股票-非周期性消费 | 1.98% | -0.26% | +0.44% | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.96% | -0.39% | +0.78% | |
| 14 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.90% | -0.40% | +6.77% | |
| 15 | AFL | Aflac Inc | 股票-金融 | 1.86% | — | +1.24% | |
| 16 | MDT | Medtronic plc | 股票-医疗保健 | 1.85% | -0.31% | +0.52% | |
| 17 | FDS | Factset Research Systems Inc | 股票-金融 | 1.83% | +0.05% | +38.93% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.82% | +0.02% | +0.04% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 1.76% | +0.85% | +1.29% | |
| 20 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.64% | — | +0.26% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 1.58% | +0.58% | +0.62% | |
| 22 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.56% | -0.45% | +46.21% | |
| 23 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.56% | -0.55% | +403.49% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.50% | +0.21% | +0.86% | |
| 25 | T | At&t Inc | 股票-通信服务 | 1.49% | -0.61% | — | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -2.13% | EXIT | |
| 27 | COP | Conocophillips | 股票-能源 | 1.45% | -0.50% | +0.69% | |
| 28 | UPS | United Parcel Service-cl B | 股票-工业 | 1.42% | +0.08% | +1.01% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.41% | — | — | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 1.39% | -0.33% | +0.82% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 1.34% | +0.05% | +0.02% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 1.34% | -0.07% | — | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | +0.14% | +1.50% | |
| 34 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.29% | +0.07% | -2.21% | |
| 35 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.24% | — | +0.59% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.23% | -0.35% | — | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.23% | -0.14% | +0.01% | |
| 38 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 1.19% | -0.09% | — | |
| 39 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.14% | -0.11% | +11.81% | |
| 40 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.11% | -0.21% | +0.02% | |
| 41 | GNRC | Generac Holdings Inc | 股票-工业 | 1.10% | +0.04% | +2.81% | |
| 42 | AXP | American Express Co | 股票-金融 | 1.05% | +0.14% | +2.59% | |
| 43 | MMM | 3m Co | 股票-工业 | 1.03% | +0.05% | +1.28% | |
| 44 | TGT | Target CORP | 股票-周期性消费 | 1.02% | — | +30.07% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 1.00% | -0.05% | — | |
| 46 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.99% | +0.07% | +1.28% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | -0.19% | -0.04% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | -0.04% | -0.10% | |
| 49 | AEP | American Electric Power | 股票-公用事业 | 0.94% | -0.14% | — | |
| 50 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.93% | — | — |
根据 SEC 官方 Form 13F 申报备案，Willis Investment Counsel 在 Q4 2024 季度的美股持仓总市值约为 US$21.0亿，共申报了 116 个公开持股仓位。
在 Q4 2024 季度，Willis Investment Counsel 按市值排列的前三大核心持股分别为：CSCO (3.5%)、JNJ (3.1%)、TXN (3.1%)。其中最大持股仓位 CSCO 占据整体投资组合约 3.5% 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 Q4 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。