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
127 檔
13.3%
根据最新整理的 13F 季度数据集，Willis Investment Counsel 于 Q3 2025 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 127 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Willis Investment Counsel 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 37 个既有持股进行加仓（合计增持 42 档），相较减仓与清仓仓位显著占优。
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 13.3%，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 | 3.65% | -0.11% | +0.00% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -0.14% | -0.12% | |
| 3 | CSCO | Cisco Systems Inc | 股票-科技 | 3.07% | +1.42% | +2.17% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工业 | 2.72% | -0.67% | +4.92% | |
| 5 | TXN | Texas Instruments Inc | 股票-科技 | 2.63% | +0.54% | -0.02% | |
| 6 | ACN | Accenture plc | 股票-科技 | 2.54% | -0.53% | +32.69% | |
| 7 | PFE | Pfizer Inc | 股票-医疗保健 | 2.37% | -0.54% | -0.87% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 2.34% | -0.03% | -0.06% | |
| 9 | CB | Chubb Limited | 股票-金融 | 2.32% | -0.09% | -0.23% | |
| 10 | PAYX | Paychex Inc | 股票-科技 | 2.23% | -0.01% | +0.02% | |
| 11 | MDT | Medtronic plc | 股票-医疗保健 | 2.09% | -0.31% | +5.02% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 2.03% | +0.85% | -2.36% | |
| 13 | TSCO | Tractor Supply Company | 股票-周期性消费 | 2.01% | -0.55% | +0.20% | |
| 14 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.82% | -0.45% | -0.37% | |
| 15 | AFL | Aflac Inc | 股票-金融 | 1.80% | — | -0.79% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.77% | -0.19% | +5.04% | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.75% | -0.39% | -0.01% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 1.72% | +0.01% | NEW | |
| 19 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 1.58% | -0.09% | +10.88% | |
| 20 | ETN | Eaton Corporation plc | 股票-工业 | 1.58% | +0.05% | +0.30% | |
| 21 | T | At&t Inc | 股票-通信服务 | 1.57% | -0.61% | +0.20% | |
| 22 | CLX | Clorox Company | 股票-非周期性消费 | 1.57% | -0.26% | +4.26% | |
| 23 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.54% | +0.07% | +10.42% | |
| 24 | AAPL | Apple Inc | 股票-科技 | 1.53% | +0.02% | +0.38% | |
| 25 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.44% | -0.14% | +19.24% | |
| 26 | SNY | Sanofi-adr | 股票-医疗保健 | 1.44% | -0.37% | +11.30% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.41% | -0.35% | +14.90% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | -2.13% | EXIT | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 1.37% | -0.07% | +7.96% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.35% | -0.40% | +0.02% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | -0.04% | +13.14% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.34% | — | +5.29% | |
| 33 | COP | Conocophillips | 股票-能源 | 1.30% | -0.50% | -0.41% | |
| 34 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.28% | -0.11% | +18.91% | |
| 35 | AEP | American Electric Power | 股票-公用事业 | 1.25% | -0.14% | +0.31% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 1.24% | -0.13% | +38.10% | |
| 37 | GNRC | Generac Holdings Inc | 股票-工业 | 1.19% | +0.04% | -0.31% | |
| 38 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.15% | -0.21% | +6.88% | |
| 39 | MMM | 3m Co | 股票-工业 | 1.14% | +0.05% | -0.13% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事业 | 1.08% | -0.18% | +6.87% | |
| 41 | SHEL | Shell Plc-adr | 股票-能源 | 1.07% | -0.33% | -24.49% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | +0.14% | -0.61% | |
| 43 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.05% | — | +0.21% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工业 | 1.04% | +0.08% | -12.21% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 1.00% | -0.05% | — | |
| 46 | AXP | American Express Co | 股票-金融 | 0.98% | +0.14% | -0.87% | |
| 47 | VLO | Valero Energy CORP | 股票-能源 | 0.97% | -0.12% | — | |
| 48 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.96% | +0.07% | -7.17% | |
| 49 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.88% | — | -1.93% | |
| 50 | DE | Deere & Co | 股票-工业 | 0.86% | -0.03% | +0.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.5% | -0.12% | 加仓 |
| 2 | GD | General Dynamics CORP | +0.5% | +38.10% | 加仓 |
| 3 | ETN | Eaton Corporation plc | +0.5% | +0.30% | 加仓 |
| 4 | CAT | Caterpillar Inc | +0.4% | -2.36% | 加仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +13.14% | 加仓 |
| 6 | TSCO | Tractor Supply Company | +0.4% | +0.20% | 加仓 |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +119.50% | 加仓 |
| 8 | MRK | Merck & Co. Inc. | +0.3% | +19.24% | 加仓 |
| 9 | GWW | Ww Grainger Inc | +0.3% | +49.01% | 加仓 |
| 10 | GNRC | Generac Holdings Inc | +0.3% | -0.31% | 加仓 |
| 11 | NVDA | Nvidia CORP | +0.3% | -0.61% | 减仓 |
| 12 | VBR | Vanguard Small-cap Value ETF | +0.3% | +0.18% | 加仓 |
| 13 | SNY | Sanofi-adr | +0.2% | +11.30% | 加仓 |
| 14 | DGX | Quest Diagnostics Inc | +0.2% | +10.88% | 加仓 |
| 15 | BHP | Bhp Group Ltd-spon Adr | +0.2% | +10.42% | 加仓 |
| 16 | MEDP | Medpace Holdings Inc | +0.2% | +1.91% | 加仓 |
| 17 | VLO | Valero Energy CORP | +0.2% | — | 加仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.58% | 加仓 |
| 19 | ROST | Ross Stores Inc | +0.1% | -0.72% | 加仓 |
| 20 | ACN | Accenture plc | +0.1% | +32.69% | 加仓 |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +4.92% | 加仓 |
| 22 | MA | Mastercard Inc - A | +0.1% | -0.55% | 加仓 |
| 23 | EMR | Emerson Electric Co | +0.1% | — | 加仓 |
| 24 | LOW | Lowe's Cos Inc | +0.1% | +6.88% | 加仓 |
| 25 | AAPL | Apple Inc | +0.1% | +0.38% | 加仓 |
| 26 | GPC | Genuine Parts Co | +0.1% | +0.21% | 加仓 |
| 27 | MCD | Mcdonald's CORP | +0.1% | +14.90% | 加仓 |
| 28 | DUK | Duke Energy CORP | — | +6.87% | 加仓 |
| 29 | CSCO | Cisco Systems Inc | 0% | +2.17% | 加仓 |
| 30 | PG | Procter & Gamble Co/the | 0% | +5.04% | 加仓 |
| 31 | MDT | Medtronic plc | 0% | +5.02% | 加仓 |
| 32 | JNJ | Johnson & Johnson | -0.1% | +0.00% | 加仓 |
| 33 | HD | Home Depot Inc | -0.1% | -0.06% | 加仓 |
| 34 | HSY | Hershey Co/the | -0.1% | -0.37% | 加仓 |
| 35 | WMT | Walmart Inc | -0.1% | +0.23% | 加仓 |
| 36 | ADP | Automatic Data Processing | -0.1% | +7.96% | 加仓 |
| 37 | TXN | Texas Instruments Inc | -0.1% | -0.02% | 加仓 |
| 38 | PFE | Pfizer Inc | -0.2% | -0.87% | 加仓 |
| 39 | MSM | Msc Industrial Direct Co-a | -0.4% | -75.35% | 减仓 |
| 40 | SHEL | Shell Plc-adr | -0.6% | -24.49% | 减仓 |
| 41 | UPS | United Parcel Service-cl B | -0.7% | -12.21% | 减仓 |
| 42 | VZ | Verizon Communications Inc | -0.8% | +0.02% | 减仓 |
| 43 | KVUE | Kenvue Inc | -0.9% | -32.29% | 减仓 |
| 44 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 45 | ABT | Abbott Laboratories | — | NEW | 新建仓 |
| 46 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 47 | HUBB | Hubbell Inc | — | NEW | 新建仓 |
| 48 | SHW | Sherwin-williams Co/the | — | NEW | 新建仓 |
| 49 | MUR | Murphy Oil CORP | — | EXIT | 清仓 |
| 50 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Willis Investment Counsel 在 Q3 2025 季度的美股持仓总市值约为 US$21.0亿，共申报了 127 个公开持股仓位。
在 Q3 2025 季度，Willis Investment Counsel 按市值排列的前三大核心持股分别为：JNJ (3.6%)、MSFT (3.1%)、CSCO (3.1%)。其中最大持股仓位 JNJ 占据整体投资组合约 3.6% 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
LLY
市值: US$1508.5万
本季最大获利了结 / 清仓标的
MUR
前期市值: US$682.1万
在 Q3 2025 季度中，Willis Investment Counsel 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 37 个仓位、减仓 6 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 LLY。 本季清仓仓位包含 MUR。
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。