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: 0001714341
申报总市值
US$2.9亿
US$2.9亿
132 檔
22.4%
截至 Q4 2025 季度末，Abbot Financial Management, Inc. 的美股持仓估值约为 US$2.9亿，全数申报仓位共有 132 档。
Abbot Financial Management, Inc. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 17 档持股的同时，亦同步清仓 5 档并减仓 21 档标的。
在资产配置集中度方面，Abbot Financial Management, Inc. 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 22.4%，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 | MSFT | Microsoft CORP | 股票-科技 | 6.72% | -0.92% | -1.24% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.25% | -0.38% | -0.72% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.43% | -0.36% | -6.29% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.65% | — | -1.94% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.13% | -0.34% | +1.15% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 3.51% | -0.11% | +0.49% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.34% | +0.36% | +99.31% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 2.22% | -0.10% | +0.07% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.99% | +0.48% | -0.83% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.96% | -0.20% | -1.33% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.93% | -0.24% | +3.04% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 1.78% | -0.19% | -0.42% | |
| 13 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.65% | -0.22% | +2.11% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.60% | -0.10% | -0.25% | |
| 15 | GLW | Corning Inc | 股票-科技 | 1.50% | +1.16% | -1.67% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.38% | -0.07% | -0.34% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.32% | -0.49% | -2.10% | |
| 18 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.30% | +0.41% | +2.79% | |
| 19 | MS | Morgan Stanley | 股票-金融 | 1.28% | +0.03% | — | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | -0.22% | -0.44% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.18% | -0.14% | -0.11% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.11% | -0.09% | -1.63% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.08% | -0.20% | -1.21% | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.08% | -0.21% | +32.03% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.04% | -0.19% | -0.27% | |
| 26 | PH | Parker Hannifin CORP | 股票-工业 | 1.01% | -0.10% | -0.25% | |
| 27 | EMR | Emerson Electric Co | 股票-工业 | 0.99% | -0.10% | +1.94% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | -0.01% | -5.30% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.91% | -0.32% | — | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.82% | -0.25% | +0.02% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.80% | -0.04% | -0.35% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.77% | +0.51% | +0.60% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.76% | -0.09% | -0.36% | |
| 34 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.73% | +0.11% | +2.52% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +0.07% | +9.69% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.73% | -0.21% | — | |
| 37 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.72% | -0.10% | +1.58% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.71% | -0.08% | +97.51% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.66% | +0.21% | +0.05% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.66% | +0.61% | -5.95% | |
| 41 | BG | Bunge Global SA | 股票-非周期性消费 | 0.64% | -0.30% | -0.14% | |
| 42 | AFL | Aflac Inc | 股票-金融 | 0.63% | -0.09% | — | |
| 43 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.61% | -0.19% | -3.35% | |
| 44 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.58% | +0.01% | +38.60% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.57% | -0.07% | — | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.56% | -0.13% | +23.26% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.55% | -0.05% | -6.77% | |
| 48 | AIG | American International Group | 股票-金融 | 0.55% | -0.10% | -0.27% | |
| 49 | FDX | Fedex CORP | 股票-工业 | 0.55% | -0.19% | -0.15% | |
| 50 | STT | State Street CORP | 股票-金融 | 0.55% | +0.05% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.94% | 减仓 |
| 2 | MRK | Merck & Co. Inc. | +0.3% | +2.11% | 加仓 |
| 3 | XLC | Ss Comm Select Sector Spdr | +0.3% | +197.70% | 加仓 |
| 4 | LMBS | First Trust Low Duration Opp | +0.2% | +32.03% | 加仓 |
| 5 | AAPL | Apple Inc | +0.2% | -0.72% | 减仓 |
| 6 | CSCO | Cisco Systems Inc | +0.2% | -0.83% | 减仓 |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +55.14% | 加仓 |
| 8 | NTRA | Natera Inc | +0.1% | -2.64% | 减仓 |
| 9 | AEVA | Aeva Technologies Inc | +0.1% | +105.43% | 加仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | +48.40% | 加仓 |
| 11 | PH | Parker Hannifin CORP | +0.1% | -0.25% | 减仓 |
| 12 | AMD | Advanced Micro Devices | +0.1% | -5.95% | 减仓 |
| 13 | SPOT | Spotify Technology S.A. | +0.1% | +81.01% | 加仓 |
| 14 | MS | Morgan Stanley | +0.1% | — | 不变 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.44% | 减仓 |
| 16 | FBND | Fidelity Total Bond ETF | +0.1% | +23.26% | 加仓 |
| 17 | FDX | Fedex CORP | +0.1% | -0.15% | 减仓 |
| 18 | BAC | Bank Of America CORP | +0.1% | +0.07% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +9.69% | 加仓 |
| 20 | MELI | Mercadolibre Inc | +0.1% | +38.60% | 加仓 |
| 21 | GDX | Vaneck Gold Miners ETF | +0.1% | — | 不变 |
| 22 | PEN | Penumbra Inc | +0.1% | -2.83% | 减仓 |
| 23 | NVS | Novartis Ag-sponsored Adr | 0% | -0.27% | 减仓 |
| 24 | AMZN | Amazon.com Inc | 0% | -0.25% | 减仓 |
| 25 | GLW | Corning Inc | 0% | -1.67% | 减仓 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +1.15% | 加仓 |
| 27 | VUG | Vanguard Growth ETF | 0% | +0.49% | 加仓 |
| 28 | IXC | Ishares Global Energy ETF | -0.1% | -19.40% | 减仓 |
| 29 | IRM | Iron Mountain Inc | -0.1% | +2.81% | 加仓 |
| 30 | KMB | Kimberly-clark CORP | -0.1% | -0.72% | 减仓 |
| 31 | PANW | Palo Alto Networks Inc | -0.1% | +0.60% | 加仓 |
| 32 | NKE | Nike Inc -cl B | -0.1% | -3.35% | 减仓 |
| 33 | LMT | Lockheed Martin CORP | -0.1% | -2.10% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -1.21% | 减仓 |
| 35 | NFLX | Netflix Inc | -0.1% | +951.30% | 加仓 |
| 36 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | -24.14% | 减仓 |
| 37 | BX | Blackstone Inc | -0.2% | +3.04% | 加仓 |
| 38 | HD | Home Depot Inc | -0.3% | -0.11% | 减仓 |
| 39 | NVDA | Nvidia CORP | -0.6% | -6.29% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.8% | -1.24% | 减仓 |
| 41 | FTMA | Fr Massachusetts Mun Inc ETF | — | NEW | 新建仓 |
| 42 | DXCM | Dexcom Inc | — | EXIT | 清仓 |
| 43 | DKNG | Draftkings Inc-cl A | — | EXIT | 清仓 |
| 44 | AVAV | Aerovironment Inc | — | NEW | 新建仓 |
| 45 | FESM | Fidelity Enhanced Small Cap | — | NEW | 新建仓 |
| 46 | LYB | LyondellBasell Industries N.V. | — | EXIT | 清仓 |
| 47 | MU | Micron Technology Inc | — | NEW | 新建仓 |
| 48 | VOO | Vanguard S&p 500 ETF | — | EXIT | 清仓 |
| 49 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 50 | SYK | Stryker CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Abbot Financial Management, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 132 个公开持股仓位。
在 Q4 2025 季度，Abbot Financial Management, Inc. 按市值排列的前三大核心持股分别为：MSFT (6.7%)、AAPL (6.3%)、NVDA (5.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.7% 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
FTMA
市值: US$92.3万
本季最大获利了结 / 清仓标的
DXCM
前期市值: US$86.9万
在 Q4 2025 季度中，Abbot Financial Management, Inc. 共进行了 48 项持仓异动，包含新建仓 5 个仓位、加仓 17 个仓位、减仓 21 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 FTMA。 本季清仓仓位包含 DXCM。
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。
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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。