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
90 檔
19.3%
根据最新整理的 13F 季度数据集，Alley Investment Management Company, LLC 于 Q4 2025 结束时的管理资产规模为 US$8.6亿。该机构在本季度申报了 90 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Alley Investment Management Company, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 39 个仓位并完全清仓 1 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，Alley Investment Management Company, LLC 的前 5 大核心持股（包含 JPM, GOOGL, AAPL 等）合计占整体申报市值的 19.3%，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 | 4.45% | +0.17% | -0.93% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.22% | +0.84% | -1.50% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.91% | +0.29% | -0.98% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.51% | -0.13% | +0.02% | |
| 5 | PM | Philip Morris International | 股票-非周期性消费 | 3.26% | +0.09% | -0.20% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.00% | +0.19% | -5.75% | |
| 7 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.96% | -1.42% | -0.84% | |
| 8 | BLK | Blackrock Inc | 股票-金融 | 2.61% | -0.13% | -0.58% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.54% | -0.07% | -0.19% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.49% | +0.21% | -0.65% | |
| 11 | UNP | Union Pacific CORP | 股票-工业 | 2.33% | -0.09% | -0.88% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.29% | +0.24% | -0.79% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.27% | -0.79% | -0.30% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.22% | -0.07% | -1.27% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 2.20% | — | -0.30% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.17% | -0.46% | -0.13% | |
| 17 | PAYX | Paychex Inc | 股票-科技 | 2.16% | +0.02% | -0.55% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.11% | -0.31% | -0.62% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 2.09% | -0.02% | -0.19% | |
| 20 | PH | Parker Hannifin CORP | 股票-工业 | 1.98% | +0.08% | +40.80% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 1.96% | -0.55% | -0.65% | |
| 22 | COF | Capital One Financial CORP | 股票-金融 | 1.72% | +0.03% | -1.71% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 1.70% | -0.05% | +0.03% | |
| 24 | PLD | Prologis Inc | 股票-房地产 | 1.68% | -0.10% | -0.68% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.64% | -0.02% | +0.10% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.63% | +0.36% | -1.08% | |
| 27 | ETN | Eaton Corporation plc | 股票-工业 | 1.57% | +0.26% | +26.94% | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.52% | +0.25% | -0.87% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 1.49% | -0.73% | -0.60% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | -0.02% | -0.56% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 1.42% | +0.23% | -2.06% | |
| 32 | CME | Cme Group Inc | 股票-金融 | 1.40% | -0.46% | +49.86% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 1.40% | -0.12% | -0.32% | |
| 34 | BR | Broadridge Financial Solutio | 股票-科技 | 1.34% | — | -0.20% | |
| 35 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.23% | -0.32% | -34.87% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.22% | -0.05% | -1.88% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 1.20% | -0.14% | -0.69% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 1.18% | -0.04% | -0.50% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | -0.06% | -0.13% | |
| 40 | SNA | Snap-on Inc | 股票-工业 | 1.09% | — | -1.52% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.00% | +0.14% | -1.08% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 1.00% | +1.05% | -1.51% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.99% | +0.09% | -0.75% | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.98% | -0.06% | -1.12% | |
| 45 | NOW | Servicenow Inc | 股票-科技 | 0.82% | — | +376.11% | |
| 46 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.76% | -0.33% | +0.39% | |
| 47 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.73% | -0.08% | -0.53% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.73% | +0.05% | -1.39% | |
| 49 | CSL | Carlisle Cos Inc | 股票-工业 | 0.67% | -0.72% | -0.27% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.66% | -0.12% | -0.76% |
| # | 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% | -1.50% | 减仓 |
| 2 | PH | Parker Hannifin CORP | +0.8% | +40.80% | 加仓 |
| 3 | CME | Cme Group Inc | +0.5% | +49.86% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.5% | -1.08% | 减仓 |
| 5 | AAPL | Apple Inc | +0.2% | -0.98% | 减仓 |
| 6 | COF | Capital One Financial CORP | +0.2% | -1.71% | 减仓 |
| 7 | PLD | Prologis Inc | +0.2% | -0.68% | 减仓 |
| 8 | DHR | Danaher CORP | +0.2% | -0.50% | 减仓 |
| 9 | AMGN | Amgen Inc | +0.1% | -1.12% | 减仓 |
| 10 | MS | Morgan Stanley | +0.1% | -2.06% | 减仓 |
| 11 | ETN | Eaton Corporation plc | +0.1% | +26.94% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.65% | 减仓 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -1.51% | 减仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -3.13% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.93% | 减仓 |
| 16 | USB | US Bancorp | +0.1% | -1.39% | 减仓 |
| 17 | NEE | Nextera Energy Inc | 0% | -0.76% | 减仓 |
| 18 | AMP | Ameriprise Financial Inc | — | -0.84% | 减仓 |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -1.27% | 减仓 |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -0.19% | 减仓 |
| 21 | PM | Philip Morris International | 0% | -0.20% | 减仓 |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -1.88% | 减仓 |
| 23 | FAST | Fastenal Co | 0% | — | 不变 |
| 24 | CVX | Chevron CORP | 0% | -0.30% | 减仓 |
| 25 | PSX | Phillips 66 | 0% | -0.76% | 减仓 |
| 26 | MO | Altria Group Inc | 0% | — | 不变 |
| 27 | UNP | Union Pacific CORP | -0.1% | -0.88% | 减仓 |
| 28 | INTU | Intuit Inc | -0.1% | -0.60% | 减仓 |
| 29 | LMT | Lockheed Martin CORP | -0.1% | -0.65% | 减仓 |
| 30 | DUK | Duke Energy CORP | -0.1% | -0.69% | 减仓 |
| 31 | WEC | Wec Energy Group Inc | -0.1% | -0.53% | 减仓 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -0.13% | 减仓 |
| 33 | SYK | Stryker CORP | -0.1% | -0.32% | 减仓 |
| 34 | BR | Broadridge Financial Solutio | -0.1% | -0.20% | 减仓 |
| 35 | T | At&t Inc | -0.1% | -4.43% | 减仓 |
| 36 | ABT | Abbott Laboratories | -0.1% | -0.62% | 减仓 |
| 37 | COST | Costco Wholesale CORP | -0.2% | -0.13% | 减仓 |
| 38 | ABBV | Abbvie Inc | -0.2% | -5.75% | 减仓 |
| 39 | NOW | Servicenow Inc | -0.2% | +376.11% | 加仓 |
| 40 | BLK | Blackrock Inc | -0.2% | -0.58% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.02% | 加仓 |
| 42 | PAYX | Paychex Inc | -0.3% | -0.55% | 减仓 |
| 43 | HD | Home Depot Inc | -0.4% | -0.30% | 减仓 |
| 44 | VZ | Verizon Communications Inc | -0.4% | -34.81% | 减仓 |
| 45 | AJG | Arthur J Gallagher & Co | -1% | -34.87% | 减仓 |
| 46 | ITW | Illinois Tool Works | -1.1% | -94.93% | 减仓 |
| 47 | GE | General Electric | — | NEW | 新建仓 |
| 48 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建仓 |
| 49 | IWD | Ishares Russell 1000 Value E | — | NEW | 新建仓 |
| 50 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Alley Investment Management Company, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$8.6亿，共申报了 90 个公开持股仓位。
在 Q4 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 (4.5%)、GOOGL (4.2%)、AAPL (3.9%)。其中最大持股仓位 JPM 占据整体投资组合约 4.5% 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
GE
市值: US$520.4万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$20.4万
在 Q4 2025 季度中，Alley Investment Management Company, LLC 共进行了 48 项持仓异动，包含新建仓 3 个仓位、加仓 5 个仓位、减仓 39 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 GE。 本季清仓仓位包含 UNH。
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。