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: 0001897835
申报总市值
US$1.1亿
US$1.1亿
123 檔
21.8%
根据最新整理的 13F 季度数据集，Alan B Lancz & Associates, Inc. 于 Q1 2025 结束时的管理资产规模为 US$1.1亿。该机构在本季度申报了 123 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2025，Alan B Lancz & Associates, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 7 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，Alan B Lancz & Associates, Inc. 的前 5 大核心持股（包含 AAPL, COST, MSFT 等）合计占整体申报市值的 21.8%，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 | 9.54% | +0.13% | -2.87% | |
| 2 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.97% | -0.71% | -0.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.60% | -0.36% | +7.48% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.18% | +0.61% | — | |
| 5 | AMGN | Amgen Inc | 股票-医疗保健 | 3.43% | -0.26% | -2.82% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.25% | -0.09% | +1.11% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.24% | +0.46% | -5.12% | |
| 8 | QCOM | Qualcomm Inc | 股票-科技 | 2.40% | +0.39% | -3.30% | |
| 9 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 2.37% | -0.33% | -0.43% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.31% | — | -3.07% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.00% | +0.05% | -6.99% | |
| 12 | HON | Honeywell International Inc | 股票-工业 | 1.62% | -1.68% | EXIT | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.40% | +0.46% | — | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.35% | +0.22% | -1.61% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.30% | +0.11% | -9.18% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.28% | -0.24% | — | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.22% | -0.06% | -3.76% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.01% | -14.41% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.14% | -0.08% | -1.80% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.14% | +0.03% | -1.91% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | -0.09% | — | |
| 22 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.05% | -0.20% | -5.38% | |
| 23 | GEN | Gen Digital Inc | 股票-科技 | 1.05% | +0.11% | — | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.99% | -0.17% | — | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 0.95% | -0.14% | -0.50% | |
| 26 | PSMT | Pricesmart Inc | 股票-非周期性消费 | 0.94% | +0.18% | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.09% | +18.37% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 0.88% | +0.03% | — | |
| 29 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.85% | -0.09% | +56.07% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工业 | 0.77% | -0.02% | — | |
| 31 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.76% | -0.07% | — | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.75% | -0.01% | — | |
| 33 | BX | Blackstone Inc | 股票-金融 | 0.70% | -0.04% | — | |
| 34 | OKE | Oneok Inc | 股票-能源 | 0.69% | -0.10% | — | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.06% | +13.14% | |
| 36 | UBER | Uber Technologies Inc | 股票-工业 | 0.66% | +0.05% | — | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | -0.39% | EXIT | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.04% | -8.48% | |
| 39 | VST | Vistra CORP | 股票-公用事业 | 0.64% | -0.04% | +14.66% | |
| 40 | NI | Nisource Inc | 股票-公用事业 | 0.63% | -0.06% | — | |
| 41 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.63% | -0.08% | — | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.62% | -0.06% | — | |
| 43 | DFSEUR | Discover Financial Services | 股票-其他 | 0.61% | — | — | |
| 44 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.59% | — | — | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.59% | -0.02% | +3.45% | |
| 46 | CME | Cme Group Inc | 股票-金融 | 0.57% | -0.15% | — | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.57% | +0.02% | — | |
| 48 | AMT | American Tower CORP | 股票-房地产 | 0.55% | -0.06% | — | |
| 49 | CE | Celanese CORP | 股票-原材料 | 0.54% | -0.17% | -11.91% | |
| 50 | FDX | Fedex CORP | 股票-工业 | 0.53% | -0.12% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +1.11% | 加仓 |
| 2 | AMGN | Amgen Inc | +0.6% | -2.82% | 减仓 |
| 3 | COST | Costco Wholesale CORP | +0.4% | -0.40% | 减仓 |
| 4 | SLB | Slb LTD | +0.3% | NEW | 新建仓 |
| 5 | ES | Eversource Energy | +0.3% | NEW | 新建仓 |
| 6 | SHOP | Shopify Inc - Class A | +0.3% | +56.07% | 加仓 |
| 7 | L | Loews CORP | +0.2% | NEW | 新建仓 |
| 8 | ABBV | Abbvie Inc | +0.2% | -1.91% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | — | 不变 |
| 10 | GILD | Gilead Sciences Inc | +0.2% | -5.38% | 减仓 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +18.37% | 加仓 |
| 12 | MP | Mp Materials CORP | +0.2% | — | 不变 |
| 13 | AWK | American Water Works Co Inc | +0.2% | — | 不变 |
| 14 | BDX | Becton Dickinson And Co | +0.1% | +39.68% | 加仓 |
| 15 | UBER | Uber Technologies Inc | +0.1% | — | 不变 |
| 16 | MDT | Medtronic plc | +0.1% | -0.50% | 减仓 |
| 17 | RIVN | Rivian Automotive Inc-a | +0.1% | +100.00% | 加仓 |
| 18 | NEM | Newmont CORP | +0.1% | — | 不变 |
| 19 | AMT | American Tower CORP | +0.1% | — | 不变 |
| 20 | KO | Coca-cola Co/the | +0.1% | — | 不变 |
| 21 | ABX | Barrick Gold CORP | +0.1% | -2.29% | 减仓 |
| 22 | QCOM | Qualcomm Inc | 0% | -3.30% | 减仓 |
| 23 | MSFT | Microsoft CORP | 0% | +7.48% | 加仓 |
| 24 | BAC | Bank Of America CORP | -0.1% | -8.48% | 减仓 |
| 25 | FDX | Fedex CORP | -0.1% | — | 不变 |
| 26 | HON | Honeywell International Inc | -0.1% | -2.72% | 减仓 |
| 27 | UPS | United Parcel Service-cl B | -0.1% | — | 不变 |
| 28 | AXP | American Express Co | -0.1% | -19.05% | 减仓 |
| 29 | DELL | Dell Technologies -c | -0.1% | -12.50% | 减仓 |
| 30 | DIS | Walt Disney Co/the | -0.1% | -1.80% | 减仓 |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | -14.41% | 减仓 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -3.76% | 减仓 |
| 33 | BX | Blackstone Inc | -0.1% | — | 不变 |
| 34 | GS | Goldman Sachs Group Inc | -0.1% | -9.18% | 减仓 |
| 35 | AVGO | Broadcom Inc | -0.1% | -5.13% | 减仓 |
| 36 | SRE | Sempra | -0.2% | -13.04% | 减仓 |
| 37 | CE | Celanese CORP | -0.2% | -11.91% | 减仓 |
| 38 | ALSN | Allison Transmission Holding | -0.2% | -0.43% | 减仓 |
| 39 | AMPH | Amphastar Pharmaceuticals In | -0.2% | EXIT | 清仓 |
| 40 | USB | US Bancorp | -0.2% | EXIT | 清仓 |
| 41 | BNS | Bank Of Nova Scotia | -0.2% | EXIT | 清仓 |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | -0.2% | EXIT | 清仓 |
| 43 | HP | Helmerich & Payne | -0.2% | EXIT | 清仓 |
| 44 | PLTR | Palantir Technologies Inc-a | -0.2% | EXIT | 清仓 |
| 45 | DEO | Diageo Plc-sponsored Adr | -0.3% | EXIT | 清仓 |
| 46 | AMZN | Amazon.com Inc | -0.4% | -6.99% | 减仓 |
| 47 | NVDA | Nvidia CORP | -0.5% | -3.07% | 减仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.7% | — | 不变 |
| 49 | GOOG | Alphabet Inc-cl C | -0.7% | -5.12% | 减仓 |
| 50 | AAPL | Apple Inc | -1% | -2.87% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Alan B Lancz & Associates, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$1.1亿，共申报了 123 个公开持股仓位。
在 Q1 2025 季度，Alan B Lancz & Associates, Inc. 按市值排列的前三大核心持股分别为：AAPL (9.5%)、COST (5.0%)、MSFT (4.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.5% 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
SLB
市值: US$30.8万
本季最大获利了结 / 清仓标的
DEO
前期市值: US$32.4万
在 Q1 2025 季度中，Alan B Lancz & Associates, Inc. 共进行了 39 项持仓异动，包含新建仓 3 个仓位、加仓 6 个仓位、减仓 23 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 SLB。 本季清仓仓位包含 DEO。
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。