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: 0001917618
申报总市值
US$8.6亿
US$8.6亿
88 檔
18.5%
在 Q3 2025 申报期间，Alley Investment Management Company, LLC（CIK: 0001917618）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$8.6亿，共持有 88 个公开申报仓位。
在 Q3 2025，Alley Investment Management Company, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 26 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Alley Investment Management Company, LLC 的前 5 大核心持股（包含 JPM, MSFT, AAPL 等）合计占整体申报市值的 18.5%，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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.36% | +0.17% | -7.38% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.13% | +1.03% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.67% | +0.29% | -8.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.30% | +0.84% | +20.54% | |
| 5 | PM | Philip Morris International | 股票-非周期性消费 | 3.28% | +0.09% | +7.81% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.20% | +0.19% | +1.17% | |
| 7 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.96% | -1.42% | -2.38% | |
| 8 | BLK | Blackrock Inc | 股票-金融 | 2.83% | -0.13% | -4.36% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.58% | — | +1.22% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.55% | -0.07% | +1.09% | |
| 11 | PAYX | Paychex Inc | 股票-科技 | 2.43% | +0.02% | +2.34% | |
| 12 | UNP | Union Pacific CORP | 股票-工业 | 2.38% | -0.09% | +10.81% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.36% | +0.21% | +0.14% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.32% | -0.46% | +0.27% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.30% | -0.79% | +10.99% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 2.29% | +0.24% | +0.32% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.25% | -0.31% | +1.53% | |
| 18 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.25% | -0.32% | +1.70% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.23% | -0.07% | +0.15% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 2.07% | -0.02% | -0.15% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 2.02% | -0.55% | +11.06% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.69% | -0.05% | +0.33% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.62% | -0.02% | +1.57% | |
| 24 | INTU | Intuit Inc | 股票-科技 | 1.54% | -0.73% | +0.42% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.53% | +0.25% | +1.30% | |
| 26 | COF | Capital One Financial CORP | 股票-金融 | 1.52% | +0.03% | +2.12% | |
| 27 | PLD | Prologis Inc | 股票-房地产 | 1.50% | -0.10% | +2.03% | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 1.47% | -0.12% | +0.14% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 1.44% | +0.26% | +25.09% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.02% | +0.39% | |
| 31 | BR | Broadridge Financial Solutio | 股票-科技 | 1.42% | — | +0.23% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 1.29% | +0.23% | +1.28% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 1.26% | -0.14% | +12.97% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.24% | -0.05% | -0.29% | |
| 35 | PH | Parker Hannifin CORP | 股票-工业 | 1.20% | +0.08% | +2.43% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | -0.06% | +1.70% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.16% | +0.36% | +0.34% | |
| 38 | ITW | Illinois Tool Works | 股票-工业 | 1.15% | — | +1.18% | |
| 39 | SNA | Snap-on Inc | 股票-工业 | 1.10% | — | +4.43% | |
| 40 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.04% | -0.22% | +1.66% | |
| 41 | NOW | Servicenow Inc | 股票-科技 | 1.03% | — | — | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 1.02% | -0.04% | +0.52% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.99% | +0.14% | +0.02% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.98% | +0.09% | -0.24% | |
| 45 | CME | Cme Group Inc | 股票-金融 | 0.92% | -0.46% | +86.00% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.89% | +1.05% | +2.16% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.85% | -0.06% | +3.04% | |
| 48 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.79% | -0.08% | +36.53% | |
| 49 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.77% | -0.33% | — | |
| 50 | CSL | Carlisle Cos Inc | 股票-工业 | 0.69% | -0.72% | +1.51% |
| # | 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 | +1.4% | +20.54% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.1% | +0.32% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.8% | +1.03% | 加仓 |
| 4 | ETN | Eaton Corporation plc | +0.5% | +25.09% | 加仓 |
| 5 | CME | Cme Group Inc | +0.4% | +86.00% | 加仓 |
| 6 | MS | Morgan Stanley | +0.4% | +1.28% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -7.38% | 减仓 |
| 8 | LMT | Lockheed Martin CORP | +0.3% | +11.06% | 加仓 |
| 9 | BLK | Blackrock Inc | +0.2% | -4.36% | 减仓 |
| 10 | PH | Parker Hannifin CORP | +0.2% | +2.43% | 加仓 |
| 11 | WEC | Wec Energy Group Inc | +0.2% | +36.53% | 加仓 |
| 12 | ABBV | Abbvie Inc | +0.1% | +1.17% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +0.14% | 减仓 |
| 14 | HD | Home Depot Inc | +0.1% | +1.22% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -1.30% | 减仓 |
| 16 | DUK | Duke Energy CORP | +0.1% | +12.97% | 加仓 |
| 17 | UNP | Union Pacific CORP | +0.1% | +10.81% | 加仓 |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.45% | 减仓 |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.02% | 加仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +2.16% | 加仓 |
| 21 | PM | Philip Morris International | 0% | +7.81% | 加仓 |
| 22 | INTU | Intuit Inc | 0% | +0.42% | 减仓 |
| 23 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.24% | 减仓 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.17% | 减仓 |
| 25 | VEA | Vanguard Ftse Developed ETF | 0% | -0.80% | 减仓 |
| 26 | SNA | Snap-on Inc | — | +4.43% | 加仓 |
| 27 | PLD | Prologis Inc | 0% | +2.03% | 加仓 |
| 28 | ITW | Illinois Tool Works | 0% | +1.18% | 加仓 |
| 29 | CVX | Chevron CORP | -0.1% | +10.99% | 加仓 |
| 30 | AAPL | Apple Inc | -0.1% | -8.32% | 减仓 |
| 31 | ABT | Abbott Laboratories | -0.1% | +1.53% | 加仓 |
| 32 | LLY | Eli Lilly & Co | -0.2% | +0.34% | 加仓 |
| 33 | PG | Procter & Gamble Co/the | -0.2% | +1.70% | 加仓 |
| 34 | PSX | Phillips 66 | -0.2% | -25.82% | 减仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.39% | 减仓 |
| 36 | MA | Mastercard Inc - A | -0.3% | -0.15% | 减仓 |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | -0.3% | +0.15% | 减仓 |
| 38 | SBUX | Starbucks CORP | -0.3% | +1.30% | 加仓 |
| 39 | AJG | Arthur J Gallagher & Co | -0.4% | +1.70% | 加仓 |
| 40 | AMP | Ameriprise Financial Inc | -0.5% | -2.38% | 减仓 |
| 41 | KVUE | Kenvue Inc | -0.5% | -45.37% | 减仓 |
| 42 | PAYX | Paychex Inc | -0.7% | +2.34% | 加仓 |
| 43 | NEE | Nextera Energy Inc | -1.1% | -64.02% | 减仓 |
| 44 | ACN | Accenture plc | — | EXIT | 清仓 |
| 45 | COF | Capital One Financial CORP | — | NEW | 新建仓 |
| 46 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
| 47 | NOW | Servicenow Inc | — | NEW | 新建仓 |
| 48 | HSY | Hershey Co/the | — | NEW | 新建仓 |
| 49 | T | At&t Inc | — | NEW | 新建仓 |
| 50 | MRK | Merck & Co. Inc. | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Alley Investment Management Company, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$8.6亿，共申报了 88 个公开持股仓位。
在 Q3 2025 季度，Alley Investment Management Company, LLC 按市值排列的前三大核心持股分别为：JPM (4.4%)、MSFT (3.7%)、AAPL (3.7%)。其中最大持股仓位 JPM 占据整体投资组合约 4.4% 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
COF
市值: US$1308.1万
本季最大获利了结 / 清仓标的
ACN
前期市值: US$1769.5万
在 Q3 2025 季度中，Alley Investment Management Company, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 26 个仓位、减仓 17 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 COF。 本季清仓仓位包含 ACN。
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。