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: 0000842782
申报总市值
US$30.9亿
US$30.9亿
222 檔
14.6%
Q4 2024 季度申报显示，Zwj Investment Counsel Inc 披露的美股组合总市值为 US$30.9亿，涵盖 222 个不同之权益投资仓位。
Zwj Investment Counsel Inc 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 27 档持股的同时，亦同步清仓 1 档并减仓 21 档标的。
在资产配置集中度方面，Zwj Investment Counsel Inc 的前 5 大核心持股（包含 AVGO, GOOG, MSFT 等）合计占整体申报市值的 14.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 222 只）
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 4.32% | +0.31% | -4.32% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.79% | +0.43% | +0.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.53% | -0.16% | +0.50% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.48% | +0.09% | -3.96% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 3.48% | -0.20% | -3.33% | |
| 6 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.46% | -0.14% | +0.46% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.92% | +0.12% | -1.04% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.49% | +0.15% | +6.43% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.44% | +0.13% | +1.80% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | +0.05% | -1.43% | |
| 11 | BWXT | Bwx Technologies Inc | 股票-工业 | 2.36% | -0.52% | -0.91% | |
| 12 | FISV | Fiserv Inc | 股票-其他 | 2.32% | -0.01% | -1.13% | |
| 13 | BSX | Boston Scientific CORP | 股票-医疗保健 | 2.28% | -0.78% | +0.29% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.21% | +0.73% | +0.44% | |
| 15 | AXP | American Express Co | 股票-金融 | 2.14% | +0.02% | -1.45% | |
| 16 | INGR | Ingredion Inc | 股票-非周期性消费 | 2.09% | -0.39% | -0.32% | |
| 17 | CB | Chubb Limited | 股票-金融 | 2.06% | -0.13% | +2.09% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.98% | — | +11.36% | |
| 19 | NOC | Northrop Grumman CORP | 股票-工业 | 1.96% | -0.74% | +1.32% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 1.91% | +0.04% | -1.40% | |
| 21 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.79% | +0.17% | +7.94% | |
| 22 | CTVA | Corteva Inc | 股票-原材料 | 1.74% | -0.21% | +2.14% | |
| 23 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.67% | -0.11% | +2.45% | |
| 24 | AEP | American Electric Power | 股票-公用事业 | 1.66% | -0.12% | +5.75% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.62% | -0.06% | +2.59% | |
| 26 | EFX | Equifax Inc | 股票-工业 | 1.58% | -0.04% | -0.37% | |
| 27 | MU | Micron Technology Inc | 股票-科技 | 1.46% | +2.92% | +0.62% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 1.44% | +0.01% | -1.42% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.40% | -0.54% | +1.96% | |
| 30 | ROP | Roper Technologies Inc | 股票-科技 | 1.38% | -0.25% | +2.79% | |
| 31 | J | Jacobs Solutions Inc | 股票-工业 | 1.36% | -0.05% | -2.91% | |
| 32 | ACN | Accenture plc | 股票-科技 | 1.27% | -0.47% | +1.13% | |
| 33 | T | At&t Inc | 股票-通信服务 | 1.25% | -0.41% | +0.04% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | -0.07% | +0.85% | |
| 35 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.24% | — | +0.16% | |
| 36 | PSX | Phillips 66 | 股票-能源 | 1.21% | -0.33% | +3.55% | |
| 37 | SAIA | Saia Inc | 股票-工业 | 1.13% | +0.09% | +2.82% | |
| 38 | OUT | OUTFRONT Media Inc. | 股票-其他 | 1.08% | — | +2.15% | |
| 39 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.03% | -0.13% | +3.47% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | -0.02% | +0.47% | |
| 41 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.87% | -0.17% | -0.45% | |
| 42 | GM | General Motors Co | 股票-周期性消费 | 0.86% | -0.07% | +0.98% | |
| 43 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.85% | — | -5.80% | |
| 44 | EWBC | East West Bancorp Inc | 股票-金融 | 0.85% | +0.06% | -0.43% | |
| 45 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.82% | -0.02% | +9.47% | |
| 46 | UBER | Uber Technologies Inc | 股票-工业 | 0.70% | +0.28% | +213.07% | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.64% | -0.04% | +4.23% | |
| 48 | AME | Ametek Inc | 股票-工业 | 0.62% | +0.05% | +18.55% | |
| 49 | ES | Eversource Energy | 股票-公用事业 | 0.58% | -0.02% | -5.70% | |
| 50 | FIS | Fidelity National Info Serv | 股票-科技 | 0.48% | -0.01% | -0.34% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -4.32% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | +0.71% | 加仓 |
| 3 | V | Visa Inc-class A Shares | +0.5% | +6.43% | 加仓 |
| 4 | UBER | Uber Technologies Inc | +0.4% | +213.07% | 加仓 |
| 5 | FISV | Fiserv Inc | +0.3% | -1.13% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -1.43% | 减仓 |
| 7 | DV | Doubleverify Holdings Inc | +0.3% | NEW | 新建仓 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +0.44% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | -3.96% | 减仓 |
| 10 | AAPL | Apple Inc | +0.2% | -1.04% | 减仓 |
| 11 | AXP | American Express Co | +0.2% | -1.45% | 减仓 |
| 12 | BSX | Boston Scientific CORP | +0.2% | +0.29% | 加仓 |
| 13 | GM | General Motors Co | +0.2% | +0.98% | 加仓 |
| 14 | AME | Ametek Inc | +0.1% | +18.55% | 加仓 |
| 15 | EWBC | East West Bancorp Inc | +0.1% | -0.43% | 减仓 |
| 16 | SAIA | Saia Inc | +0.1% | +2.82% | 加仓 |
| 17 | SSNC | Ss&c Technologies Holdings | +0.1% | +3.47% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +9.30% | 加仓 |
| 19 | TSLA | Tesla Inc | +0.1% | +2.18% | 加仓 |
| 20 | T | At&t Inc | +0.1% | +0.04% | 加仓 |
| 21 | MSFT | Microsoft CORP | 0% | +0.50% | 加仓 |
| 22 | CB | Chubb Limited | 0% | +2.09% | 加仓 |
| 23 | ROP | Roper Technologies Inc | 0% | +2.79% | 加仓 |
| 24 | GE | General Electric | 0% | -1.43% | 减仓 |
| 25 | DG | Dollar General CORP | 0% | -2.14% | 减仓 |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | -22.71% | 减仓 |
| 27 | MRK | Merck & Co. Inc. | 0% | -2.88% | 减仓 |
| 28 | TTEN | Totalenergies Se -spon Adr | -0.1% | -5.79% | 减仓 |
| 29 | AEP | American Electric Power | -0.1% | +5.75% | 加仓 |
| 30 | HD | Home Depot Inc | -0.1% | -1.42% | 减仓 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -7.60% | 减仓 |
| 32 | AMTM | Amentum Holdings Inc | -0.1% | EXIT | 清仓 |
| 33 | PGR | Progressive CORP | -0.1% | -1.40% | 减仓 |
| 34 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | +11.36% | 加仓 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +0.85% | 加仓 |
| 36 | PSX | Phillips 66 | -0.1% | +3.55% | 加仓 |
| 37 | IPG | Interpublic Group Of Cos Inc | -0.1% | +0.16% | 加仓 |
| 38 | ES | Eversource Energy | -0.1% | -5.70% | 减仓 |
| 39 | MQ | Marqeta Inc-a | -0.1% | -15.19% | 减仓 |
| 40 | ORCL | Oracle CORP | -0.2% | -3.33% | 减仓 |
| 41 | ABBV | Abbvie Inc | -0.2% | +1.80% | 加仓 |
| 42 | NOC | Northrop Grumman CORP | -0.2% | +1.32% | 加仓 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.2% | +2.59% | 加仓 |
| 44 | EFX | Equifax Inc | -0.2% | -0.37% | 减仓 |
| 45 | IFF | Intl Flavors & Fragrances | -0.3% | -5.80% | 减仓 |
| 46 | MU | Micron Technology Inc | -0.3% | +0.62% | 加仓 |
| 47 | MDLZ | Mondelez International Inc-a | -0.3% | +2.45% | 加仓 |
| 48 | KO | Coca-cola Co/the | -0.5% | +0.46% | 加仓 |
| 49 | ELV | Elevance Health Inc | -0.5% | +7.94% | 加仓 |
| 50 | MGPI | Mgp Ingredients Inc | -0.6% | -24.75% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Zwj Investment Counsel Inc 在 Q4 2024 季度的美股持仓总市值约为 US$30.9亿，共申报了 222 个公开持股仓位。
在 Q4 2024 季度，Zwj Investment Counsel Inc 按市值排列的前三大核心持股分别为：AVGO (4.3%)、GOOG (3.8%)、MSFT (3.5%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.3% 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
DV
市值: US$656.8万
本季最大获利了结 / 清仓标的
AMTM
前期市值: US$225.6万
在 Q4 2024 季度中，Zwj Investment Counsel Inc 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 27 个仓位、减仓 21 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 DV。 本季清仓仓位包含 AMTM。
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。