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: 0001165805
申报总市值
US$20.8亿
US$20.8亿
97 檔
21.6%
在 Q2 2024 的 13F 官方备案中，Woodley Farra Manion Portfolio Management Inc 管理的美股投资组合规模来到 US$20.8亿，整体持股档数为 97 档。
在 Q2 2024 期间，Woodley Farra Manion Portfolio Management Inc 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，Woodley Farra Manion Portfolio Management Inc 的前 5 大核心持股（包含 SGOV, MSFT, PGR 等）合计占整体申报市值的 21.6%，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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 6.66% | -6.82% | +74.43% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.81% | +0.03% | -2.17% | |
| 3 | PGR | Progressive CORP | 股票-金融 | 4.56% | +0.24% | -0.77% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.37% | -0.34% | -0.05% | |
| 5 | MSI | Motorola Solutions Inc | 股票-科技 | 3.93% | -0.01% | +0.86% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.87% | +0.10% | +1.02% | |
| 7 | FISV | Fiserv Inc | 股票-其他 | 3.86% | — | +0.89% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.84% | +0.65% | -30.52% | |
| 9 | HON | Honeywell International Inc | 股票-工业 | 3.72% | -4.12% | EXIT | |
| 10 | ACN | Accenture plc | 股票-科技 | 3.58% | -1.20% | +24.55% | |
| 11 | DOV | Dover CORP | 股票-工业 | 3.34% | +0.20% | +1.18% | |
| 12 | MS | Morgan Stanley | 股票-金融 | 3.27% | +0.04% | +2.02% | |
| 13 | ICE | Intercontinental Exchange In | 股票-金融 | 3.22% | -0.72% | +2.53% | |
| 14 | ELV | Elevance Health Inc | 股票-医疗保健 | 3.19% | — | +2.75% | |
| 15 | HSY | Hershey Co/the | 股票-非周期性消费 | 3.18% | — | +3.50% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 3.11% | +0.16% | +1.67% | |
| 17 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 3.06% | +0.04% | +2.96% | |
| 18 | DHR | Danaher CORP | 股票-医疗保健 | 3.03% | -0.03% | +2.08% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.94% | — | +3.31% | |
| 20 | CRL | Charles River Laboratories | 股票-医疗保健 | 2.69% | — | -1.39% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 2.57% | -0.16% | +1.60% | |
| 22 | HLI | Houlihan Lokey Inc | 股票-金融 | 2.19% | -0.11% | +0.72% | |
| 23 | EOG | Eog Resources Inc | 股票-能源 | 2.15% | -0.17% | +3.27% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.89% | +0.13% | +0.87% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.85% | -0.30% | +3.36% | |
| 26 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.85% | -1.78% | +1.53% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.67% | +0.36% | -0.47% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.67% | +0.33% | +2.35% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.64% | +0.01% | +2.01% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | +0.10% | -20.14% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.45% | +0.08% | +0.89% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.36% | -0.01% | -0.25% | |
| 33 | WMB | Williams Cos Inc | 股票-能源 | 0.30% | — | +0.53% | |
| 34 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.29% | -0.01% | -1.28% | |
| 35 | ITW | Illinois Tool Works | 股票-工业 | 0.29% | +0.01% | +0.48% | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 0.29% | -0.05% | +0.53% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.27% | +0.06% | +0.18% | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.27% | +0.01% | -0.37% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.25% | +0.02% | +1.02% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.25% | -0.04% | -0.72% | |
| 41 | GRMN | Garmin Ltd. | 股票-科技 | 0.25% | — | -1.76% | |
| 42 | BLKCHF | Blackrock Inc | 股票-其他 | 0.24% | — | +0.42% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.23% | +0.01% | -0.16% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.23% | +0.03% | +963.75% | |
| 45 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.23% | -0.01% | +1.56% | |
| 46 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.21% | — | +0.33% | |
| 47 | CME | Cme Group Inc | 股票-金融 | 0.21% | -0.07% | -0.70% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.20% | +0.01% | +9.32% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.19% | — | +1.16% | |
| 50 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.18% | -0.01% | +0.28% |
根据 SEC 官方 Form 13F 申报备案，Woodley Farra Manion Portfolio Management Inc 在 Q2 2024 季度的美股持仓总市值约为 US$20.8亿，共申报了 97 个公开持股仓位。
在 Q2 2024 季度，Woodley Farra Manion Portfolio Management Inc 按市值排列的前三大核心持股分别为：SGOV (6.7%)、MSFT (4.8%)、PGR (4.6%)。其中最大持股仓位 SGOV 占据整体投资组合约 6.7% 的权重。
在 Q2 2024 季度中，Woodley Farra Manion Portfolio Management Inc 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。
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。
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。