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: 0002051288
申报总市值
US$1.8亿
US$1.8亿
45 檔
27.2%
根据最新整理的 13F 季度数据集，Wormser Freres Gestion 于 Q3 2024 结束时的管理资产规模为 US$1.8亿。该机构在本季度申报了 45 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Wormser Freres Gestion 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 23 个既有持股进行加仓（合计增持 24 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Wormser Freres Gestion 的前 5 大核心持股（包含 ACN, V, AMZN 等）合计占整体申报市值的 27.2%，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 | ACN | Accenture plc | 股票-科技 | 6.21% | -0.01% | EXIT | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 5.96% | -0.70% | +3.65% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.87% | -0.55% | +3.51% | |
| 4 | ALC | Alcon Inc. | 股票-医疗保健 | 5.66% | -3.61% | +3.73% | |
| 5 | SYK | Stryker CORP | 股票-医疗保健 | 5.64% | -1.54% | +2.86% | |
| 6 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 5.56% | -1.43% | +1.33% | |
| 7 | ZTS | Zoetis Inc | 股票-医疗保健 | 5.35% | -0.16% | +2.54% | |
| 8 | PTC | Ptc Inc | 股票-科技 | 5.30% | -5.46% | +2.65% | |
| 9 | EMR | Emerson Electric Co | 股票-工业 | 5.14% | +0.80% | +2528.07% | |
| 10 | ECL | Ecolab Inc | 股票-原材料 | 4.91% | -0.72% | +1.78% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 4.87% | — | EXIT | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.21% | — | +0.07% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 3.86% | — | -35.22% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.84% | +0.16% | -36.51% | |
| 15 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 3.73% | -0.42% | +1.94% | |
| 16 | NKE | Nike Inc -cl B | 股票-周期性消费 | 3.71% | — | +5.34% | |
| 17 | ALGN | Align Technology Inc | 股票-医疗保健 | 3.69% | — | +1.87% | |
| 18 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 3.48% | — | — | |
| 19 | APTV | Aptiv PLC | 股票-周期性消费 | 2.66% | — | +7702.60% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | -1.25% | +0.57% | |
| 21 | ILMN | Illumina Inc | 股票-医疗保健 | 2.22% | — | +3.36% | |
| 22 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.17% | -0.68% | -21.07% | |
| 23 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.78% | -0.11% | -0.99% | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 0.76% | -4.98% | +6.14% | |
| 25 | QGEN | Qiagen N.V. | 股票-医疗保健 | 0.59% | — | +4.44% | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.56% | +1.12% | -6.22% | |
| 27 | XYL | Xylem Inc | 股票-工业 | 0.51% | -0.09% | +5.98% | |
| 28 | TTEK | Tetra Tech Inc | 股票-工业 | 0.18% | — | +400.00% | |
| 29 | MSI | Motorola Solutions Inc | 股票-科技 | 0.17% | +0.07% | -20.64% | |
| 30 | ITRI | Itron Inc | 股票-科技 | 0.16% | -0.06% | -30.40% | |
| 31 | FSLR | First Solar Inc | 股票-科技 | 0.11% | — | +9.51% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.09% | — | — | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.09% | +0.34% | — | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.07% | -0.06% | — | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.05% | -0.14% | — | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.05% | — | -81.61% | |
| 37 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.04% | -0.08% | — | |
| 38 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.03% | +0.04% | — | |
| 39 | VEGI | Ishares Msci Agriculture Pro | ETF-其他 | 0.02% | -0.01% | — | |
| 40 | MOO | Vaneck Agribusiness ETF | ETF-其他 | 0.02% | -0.02% | — | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.01% | +0.01% | — | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.01% | — | — | |
| 43 | CPRI | Capri Holdings Limited | 股票-周期性消费 | — | — | — | |
| 44 | INTC | Intel CORP | 股票-科技 | — | — | -22.22% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | — | — | -50.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | +4.9% | +2528.07% | 加仓 |
| 2 | ULTA | Ulta Beauty Inc | +3.5% | NEW | 新建仓 |
| 3 | APTV | Aptiv PLC | +2.6% | +7702.60% | 加仓 |
| 4 | NKE | Nike Inc -cl B | +0.4% | +5.34% | 加仓 |
| 5 | ACN | Accenture plc | +0.4% | +0.74% | 加仓 |
| 6 | ILMN | Illumina Inc | +0.3% | +3.36% | 加仓 |
| 7 | ALC | Alcon Inc. | +0.3% | +3.73% | 加仓 |
| 8 | ZTS | Zoetis Inc | +0.3% | +2.54% | 加仓 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.2% | +1.33% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +0.07% | 加仓 |
| 11 | DHR | Danaher CORP | +0.1% | +6.14% | 加仓 |
| 12 | RACE | Ferrari N.V. | 0% | -0.99% | 减仓 |
| 13 | QGEN | Qiagen N.V. | 0% | +4.44% | 加仓 |
| 14 | FSLR | First Solar Inc | 0% | +9.51% | 加仓 |
| 15 | TTEK | Tetra Tech Inc | 0% | +400.00% | 加仓 |
| 16 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 17 | PANW | Palo Alto Networks Inc | — | — | 不变 |
| 18 | ICLN | Ishares Global Clean Energy | — | — | 不变 |
| 19 | JNJ | Johnson & Johnson | — | -50.00% | 减仓 |
| 20 | INTC | Intel CORP | — | -22.22% | 减仓 |
| 21 | XME | Ss Spdr S&p Metals Mining | — | — | 不变 |
| 22 | UNH | Unitedhealth Group Inc | — | — | 不变 |
| 23 | MCD | Mcdonald's CORP | — | — | 不变 |
| 24 | MOO | Vaneck Agribusiness ETF | — | — | 不变 |
| 25 | CPRI | Capri Holdings Limited | — | — | 不变 |
| 26 | VEGI | Ishares Msci Agriculture Pro | — | — | 不变 |
| 27 | LLY | Eli Lilly & Co | 0% | — | 不变 |
| 28 | XLE | Ss Energy Select Sector | 0% | — | 不变 |
| 29 | GRAL | Grail Inc | 0% | EXIT | 清仓 |
| 30 | MSI | Motorola Solutions Inc | 0% | -20.64% | 减仓 |
| 31 | XYL | Xylem Inc | 0% | +5.98% | 加仓 |
| 32 | ECL | Ecolab Inc | 0% | +1.78% | 加仓 |
| 33 | ISRG | Intuitive Surgical Inc | -0.1% | -6.22% | 减仓 |
| 34 | SYK | Stryker CORP | -0.1% | +2.86% | 加仓 |
| 35 | CRM | Salesforce Inc | -0.1% | +2.15% | 加仓 |
| 36 | ITRI | Itron Inc | -0.1% | -30.40% | 减仓 |
| 37 | V | Visa Inc-class A Shares | -0.1% | +3.65% | 加仓 |
| 38 | ALGN | Align Technology Inc | -0.1% | +1.87% | 加仓 |
| 39 | IAU | Ishares Gold Trust | -0.3% | -21.07% | 减仓 |
| 40 | GOOG | Alphabet Inc-cl C | -0.3% | -81.61% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.4% | +0.57% | 加仓 |
| 42 | PTC | Ptc Inc | -0.4% | +2.65% | 加仓 |
| 43 | AMZN | Amazon.com Inc | -0.6% | +3.51% | 加仓 |
| 44 | EW | Edwards Lifesciences CORP | -1.9% | +1.94% | 加仓 |
| 45 | AAPL | Apple Inc | -2.1% | -35.22% | 减仓 |
| 46 | CMCSA | Comcast Corp-class A | -3.1% | EXIT | 清仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -3.5% | -36.51% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wormser Freres Gestion 在 Q3 2024 季度的美股持仓总市值约为 US$1.8亿，共申报了 45 个公开持股仓位。
在 Q3 2024 季度，Wormser Freres Gestion 按市值排列的前三大核心持股分别为：ACN (6.2%)、V (6.0%)、AMZN (5.9%)。其中最大持股仓位 ACN 占据整体投资组合约 6.2% 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
ULTA
市值: US$570.7万
本季最大获利了结 / 清仓标的
CMCSA
前期市值: US$467.8万
在 Q3 2024 季度中，Wormser Freres Gestion 共进行了 36 项持仓异动，包含新建仓 1 个仓位、加仓 23 个仓位、减仓 10 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ULTA。 本季清仓仓位包含 CMCSA。
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。