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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000108572
申报总市值
US$3.7亿
US$3.7亿
133 檔
20.3%
根据最新整理的 13F 季度数据集，Wright Investors Service Inc 于 Q4 2024 结束时的管理资产规模为 US$3.7亿。该机构在本季度申报了 133 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Wright Investors Service Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 39 个仓位并完全清仓 6 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Wright Investors Service Inc 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 20.3%，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 | AAPL | Apple Inc | 股票-科技 | 6.55% | -0.07% | -7.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.26% | -0.26% | -24.02% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.67% | -0.04% | +8.63% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.85% | -0.05% | -11.08% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.77% | -0.12% | -19.10% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.40% | -0.10% | -11.33% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.12% | -16.43% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 2.28% | -0.03% | -28.64% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 2.26% | -0.07% | -12.34% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.18% | +0.08% | -14.91% | |
| 11 | CAT | Caterpillar Inc | 股票-工业 | 2.07% | +0.12% | +24.46% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.00% | +0.11% | -14.25% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.99% | -0.01% | -28.95% | |
| 14 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.80% | -0.41% | -29.41% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | +0.17% | -0.39% | |
| 16 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.65% | -0.97% | -25.19% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.63% | -0.03% | +6.61% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.58% | -0.61% | -9.59% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.52% | -0.05% | -13.03% | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 1.50% | +1.49% | -12.81% | |
| 21 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.45% | -0.55% | -24.86% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.23% | +0.01% | +0.66% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.18% | +0.35% | -40.55% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.12% | -0.39% | -25.98% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.12% | -0.54% | -11.69% | |
| 26 | CI | THE Cigna Group | 股票-医疗保健 | 1.06% | +0.28% | -2.38% | |
| 27 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.94% | -0.44% | +9.83% | |
| 28 | SYF | Synchrony Financial | 股票-金融 | 0.91% | -0.03% | -15.16% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.88% | +0.33% | -41.32% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.86% | -0.23% | -19.28% | |
| 31 | NFLX | Netflix Inc | 股票-通信服务 | 0.86% | -0.16% | -8.23% | |
| 32 | DAL | Delta Air Lines Inc | 股票-工业 | 0.86% | +0.18% | +18.43% | |
| 33 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.85% | — | -24.22% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | -0.13% | -20.23% | |
| 35 | TSLA | Tesla Inc | 股票-周期性消费 | 0.78% | +0.08% | -8.13% | |
| 36 | KR | Kroger Co | 股票-非周期性消费 | 0.78% | -0.21% | +0.68% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.76% | -0.05% | -10.17% | |
| 38 | PM | Philip Morris International | 股票-非周期性消费 | 0.72% | -0.04% | -52.19% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.70% | +0.04% | +0.69% | |
| 40 | VICI | Vici Properties Inc | 股票-房地产 | 0.69% | -0.07% | +0.67% | |
| 41 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.68% | -0.21% | -8.13% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.15% | -49.12% | |
| 43 | PH | Parker Hannifin CORP | 股票-工业 | 0.66% | — | +236.68% | |
| 44 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.62% | — | — | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | +0.10% | -33.29% | |
| 46 | SYY | Sysco CORP | 股票-非周期性消费 | 0.61% | — | -25.37% | |
| 47 | CSX | Csx CORP | 股票-工业 | 0.61% | -0.22% | EXIT | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.61% | +0.09% | -15.51% | |
| 49 | JBL | Jabil Inc | 股票-科技 | 0.60% | -0.06% | — | |
| 50 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 0.59% | -0.02% | +0.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +8.63% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1.1% | -11.33% | 减仓 |
| 3 | HWM | Howmet Aerospace Inc | +0.6% | NEW | 新建仓 |
| 4 | JBL | Jabil Inc | +0.6% | NEW | 新建仓 |
| 5 | PH | Parker Hannifin CORP | +0.5% | +236.68% | 加仓 |
| 6 | COR | Cencora Inc | +0.4% | +252.98% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.1% | -19.10% | 减仓 |
| 8 | PGR | Progressive CORP | +0.1% | -12.34% | 减仓 |
| 9 | XOM | Exxon Mobil CORP | 0% | -9.59% | 减仓 |
| 10 | GILD | Gilead Sciences Inc | 0% | -24.86% | 减仓 |
| 11 | BMY | Bristol-myers Squibb Co | 0% | -25.19% | 减仓 |
| 12 | CI | THE Cigna Group | 0% | -2.38% | 减仓 |
| 13 | CVS | Cvs Health CORP | -0.2% | -13.30% | 减仓 |
| 14 | NEE | Nextera Energy Inc | -0.2% | -19.28% | 减仓 |
| 15 | C | Citigroup Inc | -0.2% | -47.68% | 减仓 |
| 16 | CVX | Chevron CORP | -0.2% | -47.54% | 减仓 |
| 17 | CSCO | Cisco Systems Inc | -0.2% | -41.32% | 减仓 |
| 18 | BEN | Franklin Resources Inc | -0.2% | -67.47% | 减仓 |
| 19 | AMAT | Applied Materials Inc | -0.2% | -12.81% | 减仓 |
| 20 | LMT | Lockheed Martin CORP | -0.2% | -67.98% | 减仓 |
| 21 | UPS | United Parcel Service-cl B | -0.2% | -43.03% | 减仓 |
| 22 | CMCSA | Comcast Corp-class A | -0.2% | -25.98% | 减仓 |
| 23 | LLY | Eli Lilly & Co | -0.2% | -33.29% | 减仓 |
| 24 | TFC | Truist Financial CORP | -0.2% | -67.72% | 减仓 |
| 25 | DUK | Duke Energy CORP | -0.3% | -67.69% | 减仓 |
| 26 | MRK | Merck & Co. Inc. | -0.3% | -45.31% | 减仓 |
| 27 | EMR | Emerson Electric Co | -0.3% | -61.83% | 减仓 |
| 28 | BP | Bp Plc-spons Adr | -0.3% | -67.50% | 减仓 |
| 29 | ODFL | Old Dominion Freight Line | -0.3% | EXIT | 清仓 |
| 30 | T | At&t Inc | -0.3% | -52.55% | 减仓 |
| 31 | OKE | Oneok Inc | -0.3% | -67.64% | 减仓 |
| 32 | PNC | Pnc Financial Services Group | -0.3% | -67.76% | 减仓 |
| 33 | OHI | Omega Healthcare Investors | -0.3% | -48.42% | 减仓 |
| 34 | FCNCA | First Citizens Bcshs -cl A | -0.3% | EXIT | 清仓 |
| 35 | ACGL | Arch Capital Group Ltd. | -0.3% | -51.56% | 减仓 |
| 36 | MCK | Mckesson CORP | -0.3% | -80.99% | 减仓 |
| 37 | MMM | 3m Co | -0.3% | EXIT | 清仓 |
| 38 | MRO* | Marathon Oil CORP | -0.3% | EXIT | 清仓 |
| 39 | PHM | Pultegroup Inc | -0.3% | -24.22% | 减仓 |
| 40 | IBM | Intl Business Machines CORP | -0.4% | -49.12% | 减仓 |
| 41 | LEN | Lennar Corp-a | -0.4% | -68.67% | 减仓 |
| 42 | HD | Home Depot Inc | -0.4% | -28.64% | 减仓 |
| 43 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | 清仓 |
| 44 | MSFT | Microsoft CORP | -0.4% | -24.02% | 减仓 |
| 45 | PM | Philip Morris International | -0.5% | -52.19% | 减仓 |
| 46 | ABBV | Abbvie Inc | -0.5% | -28.95% | 减仓 |
| 47 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清仓 |
| 48 | KO | Coca-cola Co/the | -0.6% | -29.41% | 减仓 |
| 49 | ADBE | Adobe Inc | -0.6% | -68.59% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -0.7% | -40.55% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wright Investors Service Inc 在 Q4 2024 季度的美股持仓总市值约为 US$3.7亿，共申报了 133 个公开持股仓位。
在 Q4 2024 季度，Wright Investors Service Inc 按市值排列的前三大核心持股分别为：AAPL (6.5%)、MSFT (5.3%)、NVDA (4.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.5% 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
HWM
市值: US$190.7万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$199.6万
在 Q4 2024 季度中，Wright Investors Service Inc 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 3 个仓位、减仓 39 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 HWM。 本季清仓仓位包含 BLKCHF。
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。