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
123 檔
13.9%
截至 Q1 2026 季度末，Willis Investment Counsel 的美股持仓估值约为 US$21.0亿，全数申报仓位共有 123 档。
在 Q1 2026，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 61 个既有持股进行加仓（合计增持 66 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, LMT 等）合计占整体申报市值的 13.9%，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 | 3.86% | -0.11% | -20.79% | |
| 2 | CSCO | Cisco Systems Inc | 股票-科技 | 3.53% | +1.42% | +0.12% | |
| 3 | LMT | Lockheed Martin CORP | 股票-工业 | 3.01% | -0.67% | -3.20% | |
| 4 | TXN | Texas Instruments Inc | 股票-科技 | 2.83% | +0.54% | +0.28% | |
| 5 | CB | Chubb Limited | 股票-金融 | 2.74% | -0.09% | +0.24% | |
| 6 | PFE | Pfizer Inc | 股票-医疗保健 | 2.63% | -0.54% | +0.26% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | -0.14% | +0.32% | |
| 8 | PAYX | Paychex Inc | 股票-科技 | 2.20% | -0.01% | +33.78% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.13% | -2.13% | EXIT | |
| 10 | ACN | Accenture plc | 股票-科技 | 2.11% | -0.53% | +0.53% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.06% | -0.14% | — | |
| 12 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.05% | -0.45% | +0.23% | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.94% | -0.39% | +0.18% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.93% | -0.03% | +0.22% | |
| 15 | CAT | Caterpillar Inc | 股票-工业 | 1.92% | +0.85% | -37.81% | |
| 16 | COP | Conocophillips | 股票-能源 | 1.86% | -0.50% | +0.26% | |
| 17 | MDT | Medtronic plc | 股票-医疗保健 | 1.86% | -0.31% | -1.31% | |
| 18 | AFL | Aflac Inc | 股票-金融 | 1.81% | — | +0.36% | |
| 19 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.69% | -0.55% | +0.82% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.65% | -0.19% | -0.12% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.65% | -0.07% | +73.32% | |
| 22 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 1.62% | -0.09% | — | |
| 23 | T | At&t Inc | 股票-通信服务 | 1.61% | -0.61% | — | |
| 24 | SNY | Sanofi-adr | 股票-医疗保健 | 1.59% | -0.37% | — | |
| 25 | GNRC | Generac Holdings Inc | 股票-工业 | 1.55% | +0.04% | +1.60% | |
| 26 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.53% | -0.40% | +1.82% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 1.51% | +0.02% | -0.41% | |
| 28 | ETN | Eaton Corporation plc | 股票-工业 | 1.51% | +0.05% | — | |
| 29 | AEP | American Electric Power | 股票-公用事业 | 1.46% | -0.14% | — | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.44% | -0.35% | — | |
| 31 | VLO | Valero Energy CORP | 股票-能源 | 1.41% | -0.12% | — | |
| 32 | SHEL | Shell Plc-adr | 股票-能源 | 1.41% | -0.33% | +0.29% | |
| 33 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.31% | -0.11% | — | |
| 34 | CLX | Clorox Company | 股票-非周期性消费 | 1.30% | -0.26% | +12.41% | |
| 35 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.25% | +0.07% | -33.66% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.04% | — | |
| 37 | GD | General Dynamics CORP | 股票-工业 | 1.25% | -0.13% | — | |
| 38 | KEYS | Keysight Technologies In | 股票-科技 | 1.25% | +0.34% | +0.48% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事业 | 1.15% | -0.18% | — | |
| 40 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.34% | — | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.12% | +0.37% | — | |
| 42 | MMM | 3m Co | 股票-工业 | 1.08% | +0.05% | +0.32% | |
| 43 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.08% | -0.21% | — | |
| 44 | DE | Deere & Co | 股票-工业 | 1.06% | -0.03% | — | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 1.00% | -0.05% | — | |
| 46 | GWW | Ww Grainger Inc | 股票-工业 | 0.99% | +0.31% | +1.15% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.99% | -0.99% | EXIT | |
| 48 | AXP | American Express Co | 股票-金融 | 0.95% | +0.14% | +0.98% | |
| 49 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.94% | +0.07% | -0.78% | |
| 50 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.90% | -0.31% | +34.30% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.7% | +0.16% | 加仓 |
| 2 | LMT | Lockheed Martin CORP | +0.7% | -3.20% | 减仓 |
| 3 | COP | Conocophillips | +0.6% | +0.26% | 加仓 |
| 4 | GNRC | Generac Holdings Inc | +0.5% | +1.60% | 加仓 |
| 5 | VLO | Valero Energy CORP | +0.5% | — | 不变 |
| 6 | ADP | Automatic Data Processing | +0.5% | +73.32% | 加仓 |
| 7 | TXN | Texas Instruments Inc | +0.5% | +0.28% | 加仓 |
| 8 | PFE | Pfizer Inc | +0.4% | +0.26% | 加仓 |
| 9 | KEYS | Keysight Technologies In | +0.4% | +0.48% | 加仓 |
| 10 | VZ | Verizon Communications Inc | +0.4% | +1.82% | 加仓 |
| 11 | SHEL | Shell Plc-adr | +0.4% | +0.29% | 加仓 |
| 12 | HSY | Hershey Co/the | +0.4% | +0.23% | 加仓 |
| 13 | MRK | Merck & Co. Inc. | +0.4% | — | 不变 |
| 14 | CVX | Chevron CORP | +0.3% | — | 不变 |
| 15 | T | At&t Inc | +0.3% | — | 不变 |
| 16 | PAYX | Paychex Inc | +0.3% | +33.78% | 加仓 |
| 17 | CB | Chubb Limited | +0.3% | +0.24% | 加仓 |
| 18 | DGX | Quest Diagnostics Inc | +0.3% | — | 不变 |
| 19 | AEP | American Electric Power | +0.3% | — | 不变 |
| 20 | ETN | Eaton Corporation plc | +0.2% | — | 不变 |
| 21 | PEP | Pepsico Inc | +0.2% | +0.18% | 加仓 |
| 22 | DE | Deere & Co | +0.2% | — | 不变 |
| 23 | CLX | Clorox Company | +0.2% | +12.41% | 加仓 |
| 24 | ZTS | Zoetis Inc | +0.2% | +34.30% | 加仓 |
| 25 | CSCO | Cisco Systems Inc | +0.2% | +0.12% | 加仓 |
| 26 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +23.19% | 加仓 |
| 27 | DUK | Duke Energy CORP | +0.2% | — | 不变 |
| 28 | FDS | Factset Research Systems Inc | +0.2% | +86.18% | 加仓 |
| 29 | DRI | Darden Restaurants Inc | +0.1% | — | 不变 |
| 30 | GWW | Ww Grainger Inc | +0.1% | +1.15% | 加仓 |
| 31 | VBR | Vanguard Small-cap Value ETF | +0.1% | +6.39% | 加仓 |
| 32 | STRL | Sterling Infrastructure Inc | +0.1% | +5.49% | 加仓 |
| 33 | HUBB | Hubbell Inc | +0.1% | +0.99% | 加仓 |
| 34 | LH | Labcorp Holdings Inc | +0.1% | -0.78% | 减仓 |
| 35 | MCD | Mcdonald's CORP | +0.1% | — | 不变 |
| 36 | GD | General Dynamics CORP | +0.1% | — | 不变 |
| 37 | PG | Procter & Gamble Co/the | +0.1% | -0.12% | 减仓 |
| 38 | AFL | Aflac Inc | +0.1% | +0.36% | 加仓 |
| 39 | WM | Waste Management Inc | +0.1% | -0.14% | 减仓 |
| 40 | FTNT | Fortinet Inc | +0.1% | +1.10% | 加仓 |
| 41 | SNY | Sanofi-adr | +0.1% | — | 不变 |
| 42 | UI | Ubiquiti Inc | +0.1% | +7.68% | 加仓 |
| 43 | MSM | Msc Industrial Direct Co-a | 0% | +5.59% | 加仓 |
| 44 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 45 | EMR | Emerson Electric Co | 0% | — | 不变 |
| 46 | TTC | Toro Co | 0% | +6.02% | 加仓 |
| 47 | NRC | Nrc Health | 0% | +22.60% | 加仓 |
| 48 | HD | Home Depot Inc | 0% | +0.22% | 加仓 |
| 49 | LQDT | Liquidity Services Inc | 0% | +6.05% | 加仓 |
| 50 | LAMR | Lamar Advertising Co-a | 0% | +6.15% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Willis Investment Counsel 在 Q1 2026 季度的美股持仓总市值约为 US$21.0亿，共申报了 123 个公开持股仓位。
在 Q1 2026 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 (3.5%)、LMT (3.0%)。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
SPGI
市值: US$584.6万
本季最大获利了结 / 清仓标的
WMT
前期市值: US$3403.9万
在 Q1 2026 季度中，Willis Investment Counsel 共进行了 98 项持仓异动，包含新建仓 5 个仓位、加仓 61 个仓位、减仓 20 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 SPGI。 本季清仓仓位包含 WMT。
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。