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
130 檔
14.0%
在 Q4 2025 申报期间，Willis Investment Counsel（CIK: 0001310929）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$21.0亿，共持有 130 个公开申报仓位。
在 Q4 2025，Willis Investment Counsel 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 35 个既有持股进行加仓（合计增持 36 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, CSCO, MSFT 等）合计占整体申报市值的 14.0%，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 | 3.91% | -0.11% | +1.46% | |
| 2 | CSCO | Cisco Systems Inc | 股票-科技 | 3.32% | +1.42% | +1.68% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.14% | +2.03% | |
| 4 | ACN | Accenture plc | 股票-科技 | 2.69% | -0.53% | +2.80% | |
| 5 | CB | Chubb Limited | 股票-金融 | 2.47% | -0.09% | +1.96% | |
| 6 | TXN | Texas Instruments Inc | 股票-科技 | 2.38% | +0.54% | +1.63% | |
| 7 | CAT | Caterpillar Inc | 股票-工业 | 2.36% | +0.85% | +2.78% | |
| 8 | LMT | Lockheed Martin CORP | 股票-工业 | 2.36% | -0.67% | -5.53% | |
| 9 | PFE | Pfizer Inc | 股票-医疗保健 | 2.20% | -0.54% | +0.58% | |
| 10 | MDT | Medtronic plc | 股票-医疗保健 | 1.97% | -0.31% | -1.15% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.91% | -0.03% | +1.66% | |
| 12 | PAYX | Paychex Inc | 股票-科技 | 1.89% | -0.01% | +1.72% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.76% | +0.01% | NEW | |
| 14 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.75% | -0.55% | +5.08% | |
| 15 | AFL | Aflac Inc | 股票-金融 | 1.72% | — | +2.36% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.71% | -0.14% | -0.03% | |
| 17 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.70% | -0.45% | +1.56% | |
| 18 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.70% | -0.39% | +0.54% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.56% | -0.19% | -0.20% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.54% | +0.02% | -0.43% | |
| 21 | SNY | Sanofi-adr | 股票-医疗保健 | 1.51% | -0.37% | +8.50% | |
| 22 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.48% | +0.07% | -5.82% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -2.13% | EXIT | |
| 24 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 1.36% | -0.09% | — | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.34% | -0.35% | — | |
| 26 | T | At&t Inc | 股票-通信服务 | 1.30% | -0.61% | -0.00% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | -0.04% | -0.13% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.29% | +0.37% | +86.37% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 1.27% | +0.05% | — | |
| 30 | COP | Conocophillips | 股票-能源 | 1.24% | -0.50% | +2.17% | |
| 31 | AEP | American Electric Power | 股票-公用事业 | 1.21% | -0.14% | — | |
| 32 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.17% | -0.11% | — | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.16% | +0.29% | +5.85% | |
| 34 | GD | General Dynamics CORP | 股票-工业 | 1.16% | -0.13% | — | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.16% | -0.40% | -2.36% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 1.14% | -0.07% | — | |
| 37 | MMM | 3m Co | 股票-工业 | 1.13% | +0.05% | +1.55% | |
| 38 | AXP | American Express Co | 股票-金融 | 1.08% | +0.14% | +5.32% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工业 | 1.08% | +0.08% | -8.03% | |
| 40 | CLX | Clorox Company | 股票-非周期性消费 | 1.07% | -0.26% | -11.96% | |
| 41 | SHEL | Shell Plc-adr | 股票-能源 | 1.05% | -0.33% | +1.02% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | +0.14% | +4.46% | |
| 43 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.04% | -0.21% | — | |
| 44 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.03% | — | -0.06% | |
| 45 | GNRC | Generac Holdings Inc | 股票-工业 | 1.01% | +0.04% | +10.46% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.97% | -0.18% | — | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.96% | -0.05% | — | |
| 48 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.88% | — | — | |
| 49 | VLO | Valero Energy CORP | 股票-能源 | 0.88% | -0.12% | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.86% | -0.99% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +0.5% | +86.37% | 加仓 |
| 2 | ADBE | Adobe Inc | +0.4% | +138.88% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.3% | +2.78% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.3% | +5.85% | 加仓 |
| 5 | MRK | Merck & Co. Inc. | +0.3% | -0.03% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | +1.46% | 加仓 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +1.68% | 加仓 |
| 8 | VBR | Vanguard Small-cap Value ETF | +0.2% | +44.71% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.91% | 加仓 |
| 10 | ACN | Accenture plc | +0.2% | +2.80% | 加仓 |
| 11 | CB | Chubb Limited | +0.2% | +1.96% | 加仓 |
| 12 | AMAT | Applied Materials Inc | +0.2% | +3.86% | 加仓 |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +31.24% | 加仓 |
| 14 | WAT | Waters CORP | +0.1% | +4.45% | 加仓 |
| 15 | KEYS | Keysight Technologies In | +0.1% | +5.68% | 加仓 |
| 16 | JKHY | Jack Henry & Associates Inc | +0.1% | +201.20% | 加仓 |
| 17 | AXP | American Express Co | +0.1% | +5.32% | 加仓 |
| 18 | ROST | Ross Stores Inc | +0.1% | +5.32% | 加仓 |
| 19 | ATKR | Atkore Inc | +0.1% | +237.69% | 加仓 |
| 20 | PAR | Par Technology Corp/del | +0.1% | +335.63% | 加仓 |
| 21 | ZTS | Zoetis Inc | +0.1% | +40.06% | 加仓 |
| 22 | GIL | Gildan Activewear Inc | +0.1% | +48.46% | 加仓 |
| 23 | ✓ | Csg Systems International In | +0.1% | +48.55% | 加仓 |
| 24 | DCI | Donaldson Co Inc | +0.1% | +49.67% | 加仓 |
| 25 | SNY | Sanofi-adr | +0.1% | +8.50% | 加仓 |
| 26 | LQDT | Liquidity Services Inc | +0.1% | +49.20% | 加仓 |
| 27 | PAYC | Paycom Software Inc | +0.1% | +122.24% | 加仓 |
| 28 | GWW | Ww Grainger Inc | +0.1% | +5.94% | 加仓 |
| 29 | WMT | Walmart Inc | 0% | — | 不变 |
| 30 | UPS | United Parcel Service-cl B | 0% | -8.03% | 减仓 |
| 31 | INTC | Intel CORP | 0% | +3.99% | 加仓 |
| 32 | XOM | Exxon Mobil CORP | 0% | +1.37% | 加仓 |
| 33 | AAPL | Apple Inc | 0% | -0.43% | 减仓 |
| 34 | GPC | Genuine Parts Co | -0.2% | — | 不变 |
| 35 | GNRC | Generac Holdings Inc | -0.2% | +10.46% | 加仓 |
| 36 | VZ | Verizon Communications Inc | -0.2% | -2.36% | 减仓 |
| 37 | PG | Procter & Gamble Co/the | -0.2% | -0.20% | 减仓 |
| 38 | DGX | Quest Diagnostics Inc | -0.2% | — | 不变 |
| 39 | ADP | Automatic Data Processing | -0.2% | — | 不变 |
| 40 | TXN | Texas Instruments Inc | -0.3% | +1.63% | 加仓 |
| 41 | TSCO | Tractor Supply Company | -0.3% | +5.08% | 加仓 |
| 42 | T | At&t Inc | -0.3% | -0.00% | 减仓 |
| 43 | KMB | Kimberly-clark CORP | -0.3% | -0.06% | 减仓 |
| 44 | ETN | Eaton Corporation plc | -0.3% | — | 不变 |
| 45 | MSFT | Microsoft CORP | -0.3% | +2.03% | 加仓 |
| 46 | PAYX | Paychex Inc | -0.3% | +1.72% | 加仓 |
| 47 | LMT | Lockheed Martin CORP | -0.4% | -5.53% | 减仓 |
| 48 | HD | Home Depot Inc | -0.4% | +1.66% | 加仓 |
| 49 | CLX | Clorox Company | -0.5% | -11.96% | 减仓 |
| 50 | WM | Waste Management Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Willis Investment Counsel 在 Q4 2025 季度的美股持仓总市值约为 US$21.0亿，共申报了 130 个公开持股仓位。
在 Q4 2025 季度，Willis Investment Counsel 按市值排列的前三大核心持股分别为：JNJ (3.9%)、CSCO (3.3%)、MSFT (2.8%)。其中最大持股仓位 JNJ 占据整体投资组合约 3.9% 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
WM
市值: US$1516.5万
本季最大获利了结 / 清仓标的
LMT
前期市值: US$4981.0万
在 Q4 2025 季度中，Willis Investment Counsel 共进行了 45 项持仓异动，包含新建仓 1 个仓位、加仓 35 个仓位、减仓 9 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 WM。
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。