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: 0000108634
申报总市值
US$1.3亿
US$1.3亿
89 檔
18.6%
Wulff, Hansen & Co. 在 Q1 2024 季度的美股仓位总计估值为 US$1.3亿，分散于 89 个持仓标的之中，反映其市场参与广度与投资规模。
Wulff, Hansen & Co. 在 Q1 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 11 档持股的同时，亦同步清仓 1 档并减仓 19 档标的。
在资产配置集中度方面，Wulff, Hansen & Co. 的前 5 大核心持股（包含 BX, VGT, MSFT 等）合计占整体申报市值的 18.6%，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 | BX | Blackstone Inc | 股票-金融 | 7.86% | +4.97% | NEW | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.94% | +6.35% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.31% | -0.68% | -6.45% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.64% | -0.77% | -1.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.55% | +5.46% | NEW | |
| 6 | ✓ | Amazon Com Inc | 股票-其他 | 3.40% | — | +3.20% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.81% | -0.63% | -0.67% | |
| 8 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.76% | -0.48% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.45% | -0.11% | +17.94% | |
| 10 | CSX | Csx CORP | 股票-工业 | 2.44% | -0.40% | — | |
| 11 | RTX | Rtx CORP | 股票-工业 | 2.13% | -1.08% | +1.44% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.01% | -0.27% | -3.02% | |
| 13 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.92% | -0.36% | -1.67% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 1.90% | -0.52% | -0.22% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.82% | -0.53% | -5.57% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.77% | -0.58% | -2.19% | |
| 17 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.76% | -0.25% | -1.22% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.70% | +0.42% | +11.44% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.69% | -0.26% | — | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.67% | -0.25% | +58.22% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | -0.22% | +14.65% | |
| 22 | BN | Brookfield CORP | 股票-金融 | 1.56% | -0.12% | -4.19% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.53% | -0.39% | -0.95% | |
| 24 | GE | General Electric | 股票-工业 | 1.51% | +0.01% | — | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.51% | -0.34% | +0.24% | |
| 26 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.39% | -0.41% | -1.22% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.38% | -0.10% | +7.44% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 1.24% | -0.21% | -45.99% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.60% | — | |
| 30 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.16% | -0.30% | — | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.09% | -0.53% | +125.00% | |
| 32 | GIS | General Mills Inc | 股票-非周期性消费 | 1.06% | -0.16% | — | |
| 33 | CWT | California Water Service Grp | 股票-公用事业 | 1.05% | -0.18% | — | |
| 34 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 1.01% | -0.25% | — | |
| 35 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.00% | -0.15% | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.54% | — | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.94% | -0.35% | -5.04% | |
| 38 | WM | Waste Management Inc | 股票-工业 | 0.90% | -0.25% | — | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.84% | -0.45% | +200.00% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.82% | -0.51% | — | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.81% | -0.01% | — | |
| 42 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.76% | -0.23% | — | |
| 43 | HVT | Haverty Furniture | 股票-其他 | 0.75% | -0.06% | — | |
| 44 | DUK | Duke Energy CORP | 股票-公用事业 | 0.74% | -0.29% | — | |
| 45 | CPB | THE Campbell's Company | 股票-非周期性消费 | 0.72% | -0.08% | -4.22% | |
| 46 | WLDN | Willdan Group Inc | 股票-其他 | 0.67% | -0.27% | +19.32% | |
| 47 | MSI | Motorola Solutions Inc | 股票-科技 | 0.64% | -0.19% | — | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.62% | -0.09% | — | |
| 49 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.60% | — | -8.12% | |
| 50 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.59% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +1.5% | NEW | 新建仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | +65.25% | 加仓 |
| 3 | FLMI | Franklin Dynamic Municipal B | +1% | NEW | 新建仓 |
| 4 | CP | Canadian Pacific Kansas City | +1% | NEW | 新建仓 |
| 5 | COST | Costco Wholesale CORP | +0.6% | +125.00% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +17.94% | 加仓 |
| 7 | MA | Mastercard Inc - A | +0.4% | NEW | 新建仓 |
| 8 | ABNB 0 03-15-26债券 | Airbnb Inc | +0.3% | NEW | 新建仓 |
| 9 | ✓ | Amazon Com Inc | +0.3% | +3.20% | 加仓 |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +58.22% | 加仓 |
| 11 | MCO | Moody's CORP | +0.3% | NEW | 新建仓 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | — | 不变 |
| 13 | WLDN | Willdan Group Inc | +0.2% | +19.32% | 加仓 |
| 14 | NVDA | Nvidia CORP | +0.2% | — | 不变 |
| 15 | V | Visa Inc-class A Shares | +0.2% | +14.65% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -0.67% | 减仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | — | 不变 |
| 18 | RTX | Rtx CORP | +0.1% | +1.44% | 加仓 |
| 19 | ETN | Eaton Corporation plc | +0.1% | -0.97% | 减仓 |
| 20 | WM | Waste Management Inc | +0.1% | — | 不变 |
| 21 | DIS | Walt Disney Co/the | +0.1% | -1.72% | 减仓 |
| 22 | XOM | Exxon Mobil CORP | 0% | — | 不变 |
| 23 | SCHD | Schwab US Dvd Equity ETF | 0% | +7.44% | 加仓 |
| 24 | WMT | Walmart Inc | 0% | +200.00% | 加仓 |
| 25 | ABBV | Abbvie Inc | 0% | -1.43% | 减仓 |
| 26 | MSI | Motorola Solutions Inc | 0% | — | 不变 |
| 27 | GPC | Genuine Parts Co | 0% | -1.22% | 减仓 |
| 28 | HD | Home Depot Inc | 0% | — | 不变 |
| 29 | FCX | Freeport-mcmoran Inc | 0% | — | 不变 |
| 30 | BAC | Bank Of America CORP | 0% | -3.02% | 减仓 |
| 31 | GIS | General Mills Inc | 0% | — | 不变 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -1.06% | 减仓 |
| 33 | CVX | Chevron CORP | -0.1% | — | 不变 |
| 34 | CSX | Csx CORP | -0.1% | — | 不变 |
| 35 | VGT | Vanguard Info Tech ETF | -0.1% | +0.43% | 加仓 |
| 36 | PLTR | Palantir Technologies Inc-a | -0.1% | -46.46% | 减仓 |
| 37 | MP | Mp Materials CORP | -0.1% | -1.64% | 减仓 |
| 38 | NKE | Nike Inc -cl B | -0.2% | — | 不变 |
| 39 | BX | Blackstone Inc | -0.2% | -0.08% | 减仓 |
| 40 | PM | Philip Morris International | -0.2% | -5.04% | 减仓 |
| 41 | SPGI | S&p Global Inc | -0.2% | EXIT | 清仓 |
| 42 | CWT | California Water Service Grp | -0.3% | — | 不变 |
| 43 | MSFT | Microsoft CORP | -0.3% | -6.45% | 减仓 |
| 44 | PFF | Ishares Preferred & Income S | -0.3% | -44.67% | 减仓 |
| 45 | AWK | American Water Works Co Inc | -0.3% | -1.22% | 减仓 |
| 46 | MDLZ | Mondelez International Inc-a | -0.3% | -1.67% | 减仓 |
| 47 | TSLA | Tesla Inc | -0.4% | -43.06% | 减仓 |
| 48 | META | Meta Platforms Inc-class A | -0.5% | -74.72% | 减仓 |
| 49 | AAPL | Apple Inc | -0.6% | -5.57% | 减仓 |
| 50 | BA | Boeing Co/the | -2.2% | -45.99% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wulff, Hansen & Co. 在 Q1 2024 季度的美股持仓总市值约为 US$1.3亿，共申报了 89 个公开持股仓位。
在 Q1 2024 季度，Wulff, Hansen & Co. 按市值排列的前三大核心持股分别为：BX (7.9%)、VGT (4.9%)、MSFT (4.3%)。其中最大持股仓位 BX 占据整体投资组合约 7.9% 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
GE
市值: US$150.7万
本季最大获利了结 / 清仓标的
SPGI
前期市值: US$22.0万
在 Q1 2024 季度中，Wulff, Hansen & Co. 共进行了 37 项持仓异动，包含新建仓 6 个仓位、加仓 11 个仓位、减仓 19 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 GE。 本季清仓仓位包含 SPGI。
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。