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
211 檔
12.3%
Zwj Investment Counsel Inc 在 Q1 2025 季度的美股仓位总计估值为 US$30.9亿，分散于 211 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Zwj Investment Counsel Inc 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 25 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Zwj Investment Counsel Inc 的前 5 大核心持股（包含 KO, MSFT, GOOG 等）合计占整体申报市值的 12.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
J
市值: US$2881.5万
本季最大获利了结 / 清仓标的
JECUSD
前期市值: US$4044.9万
仅显示前 200 大持股（共 211 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 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.92% | -0.14% | +0.08% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | -0.16% | +0.36% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.94% | +0.43% | -3.84% | |
| 4 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.84% | +0.13% | +0.24% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 2.68% | -0.20% | -6.88% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.67% | +0.15% | -1.58% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | +0.09% | -4.02% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.61% | +0.31% | -15.15% | |
| 9 | BSX | Boston Scientific CORP | 股票-医疗保健 | 2.48% | -0.78% | -2.21% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.44% | +0.12% | -4.11% | |
| 11 | FISV | Fiserv Inc | 股票-其他 | 2.38% | -0.01% | -3.04% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | +0.05% | -2.30% | |
| 13 | CB | Chubb Limited | 股票-金融 | 2.27% | -0.13% | +2.28% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.25% | +0.73% | -0.89% | |
| 15 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.24% | — | +2.55% | |
| 16 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.17% | +0.17% | +4.34% | |
| 17 | NOC | Northrop Grumman CORP | 股票-工业 | 2.16% | -0.74% | +2.36% | |
| 18 | PGR | Progressive CORP | 股票-金融 | 2.14% | +0.04% | -3.39% | |
| 19 | INGR | Ingredion Inc | 股票-非周期性消费 | 2.05% | -0.39% | +1.64% | |
| 20 | BWXT | Bwx Technologies Inc | 股票-工业 | 2.03% | -0.52% | -1.32% | |
| 21 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.95% | -0.11% | +4.47% | |
| 22 | AEP | American Electric Power | 股票-公用事业 | 1.92% | -0.12% | -0.65% | |
| 23 | CTVA | Corteva Inc | 股票-原材料 | 1.92% | -0.21% | +1.08% | |
| 24 | AXP | American Express Co | 股票-金融 | 1.85% | +0.02% | -3.57% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.64% | -0.54% | +3.00% | |
| 26 | ROP | Roper Technologies Inc | 股票-科技 | 1.62% | -0.25% | +5.10% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.57% | -0.06% | +3.48% | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 1.51% | +2.92% | +1.79% | |
| 29 | EFX | Equifax Inc | 股票-工业 | 1.49% | -0.04% | — | |
| 30 | T | At&t Inc | 股票-通信服务 | 1.45% | -0.41% | -4.99% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.43% | -0.07% | +1.36% | |
| 32 | PSX | Phillips 66 | 股票-能源 | 1.35% | -0.33% | +4.79% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 1.34% | +0.01% | +0.23% | |
| 34 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.21% | — | +2.15% | |
| 35 | J | Jacobs Solutions Inc | 股票-工业 | 1.17% | -0.05% | -2.91% | |
| 36 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.13% | -0.13% | +0.27% | |
| 37 | ACN | Accenture plc | 股票-科技 | 1.12% | -0.47% | +0.86% | |
| 38 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 1.01% | -0.17% | +5.84% | |
| 39 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.98% | -0.02% | +3.78% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | -0.02% | +0.35% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.98% | +0.06% | +10996.85% | |
| 42 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.96% | — | +24.69% | |
| 43 | UBER | Uber Technologies Inc | 股票-工业 | 0.95% | +0.28% | +15.21% | |
| 44 | OUT | Outfront Media Inc | 股票-其他 | 0.95% | -0.38% | — | |
| 45 | SAIA | Saia Inc | 股票-工业 | 0.90% | +0.09% | +5.71% | |
| 46 | EWBC | East West Bancorp Inc | 股票-金融 | 0.78% | +0.06% | -1.26% | |
| 47 | GM | General Motors Co | 股票-周期性消费 | 0.72% | -0.07% | -3.65% | |
| 48 | SRE | Sempra | 股票-公用事业 | 0.68% | -0.13% | — | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.68% | -0.04% | +5.73% | |
| 50 | AME | Ametek Inc | 股票-工业 | 0.64% | +0.05% | +8.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +2% | +0.24% | 加仓 |
| 2 | V | Visa Inc-class A Shares | +1.2% | -1.58% | 加仓 |
| 3 | BSX | Boston Scientific CORP | +1.1% | -2.21% | 加仓 |
| 4 | CB | Chubb Limited | +1% | +2.28% | 加仓 |
| 5 | NVDA | Nvidia CORP | +1% | -4.02% | 加仓 |
| 6 | BA | Boeing Co/the | +1% | +10996.85% | 加仓 |
| 7 | NOC | Northrop Grumman CORP | +0.8% | +2.36% | 加仓 |
| 8 | TSN | Tyson Foods Inc-cl A | +0.7% | +5.84% | 加仓 |
| 9 | INGR | Ingredion Inc | +0.6% | +1.64% | 加仓 |
| 10 | YUM | Yum! Brands Inc | +0.6% | +3.78% | 加仓 |
| 11 | FISV | Fiserv Inc | +0.6% | -3.04% | 加仓 |
| 12 | CTVA | Corteva Inc | +0.5% | +1.08% | 加仓 |
| 13 | ROP | Roper Technologies Inc | +0.5% | +5.10% | 加仓 |
| 14 | PSX | Phillips 66 | +0.5% | +4.79% | 加仓 |
| 15 | AEP | American Electric Power | +0.5% | -0.65% | 加仓 |
| 16 | PGR | Progressive CORP | +0.4% | -3.39% | 减仓 |
| 17 | HD | Home Depot Inc | +0.4% | +0.23% | 加仓 |
| 18 | AZNN | Astrazeneca Plc-spons Adr | +0.4% | +2.55% | 加仓 |
| 19 | BWXT | Bwx Technologies Inc | +0.3% | -1.32% | 加仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.2% | -3.84% | 加仓 |
| 21 | KO | Coca-cola Co/the | 0% | +0.08% | 加仓 |
| 22 | CVX | Chevron CORP | — | +3.00% | 减仓 |
| 23 | ORCL | Oracle CORP | 0% | -6.88% | 减仓 |
| 24 | CSCO | Cisco Systems Inc | -0.1% | -0.89% | 加仓 |
| 25 | AVGO | Broadcom Inc | -0.1% | -15.15% | 加仓 |
| 26 | T | At&t Inc | -0.1% | -4.99% | 加仓 |
| 27 | MDLZ | Mondelez International Inc-a | -0.2% | +4.47% | 加仓 |
| 28 | AXP | American Express Co | -0.2% | -3.57% | 减仓 |
| 29 | JPM | Jpmorgan Chase & Co | -0.2% | -2.30% | 减仓 |
| 30 | AAPL | Apple Inc | -0.4% | -4.11% | 减仓 |
| 31 | MSFT | Microsoft CORP | -0.5% | +0.36% | 减仓 |
| 32 | DG | Dollar General CORP | -0.9% | +52.54% | 加仓 |
| 33 | FDX | Fedex CORP | -1% | — | 减仓 |
| 34 | EAFEUR | Graftech International LTD | -1.2% | — | 减仓 |
| 35 | VZ | Verizon Communications Inc | -1.2% | +15.34% | 减仓 |
| 36 | CFG | Citizens Financial Group | -1.3% | +3.18% | 减仓 |
| 37 | ECL | Ecolab Inc | -1.5% | — | 减仓 |
| 38 | MRK | Merck & Co. Inc. | -1.7% | -37.03% | 减仓 |
| 39 | JECUSD | Jacobs Engineering Group Inc | — | EXIT | 清仓 |
| 40 | J | Jacobs Solutions Inc | — | NEW | 新建仓 |
| 41 | SSNC | Ss&c Technologies Holdings | — | NEW | 新建仓 |
| 42 | DISH | Dish Network Corp-a | — | EXIT | 清仓 |
| 43 | UBER | Uber Technologies Inc | — | NEW | 新建仓 |
| 44 | OUT | Outfront Media Inc | — | NEW | 新建仓 |
| 45 | SAIA | Saia Inc | — | NEW | 新建仓 |
| 46 | OUT | OUTFRONT Media Inc. | — | EXIT | 清仓 |
| 47 | SRE | Sempra | — | NEW | 新建仓 |
| 48 | APD | Air Products & Chemicals Inc | — | NEW | 新建仓 |
| 49 | AME | Ametek Inc | — | NEW | 新建仓 |
| 50 | DV | Doubleverify Holdings Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Zwj Investment Counsel Inc 在 Q1 2025 季度的美股持仓总市值约为 US$30.9亿，共申报了 211 个公开持股仓位。
在 Q1 2025 季度，Zwj Investment Counsel Inc 按市值排列的前三大核心持股分别为：KO (3.9%)、MSFT (3.1%)、GOOG (2.9%)。其中最大持股仓位 KO 占据整体投资组合约 3.9% 的权重。
在 Q1 2025 季度中，Zwj Investment Counsel Inc 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 25 个仓位、减仓 13 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 J。 本季清仓仓位包含 JECUSD。
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。