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: 0001966007
申报总市值
US$13.4亿
US$13.4亿
225 檔
19.3%
截至 Q4 2025 季度末，Applied Finance Capital Management, LLC 的美股持仓估值约为 US$13.4亿，全数申报仓位共有 225 档。
在 Q4 2025，Applied Finance Capital Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 59 个仓位并完全清仓 65 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，Applied Finance Capital Management, LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 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。
仅显示前 200 大持股（共 225 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 | AAPL | Apple Inc | 股票-科技 | 4.81% | +0.37% | -2.34% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.06% | +0.43% | +0.15% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.84% | +0.27% | -25.89% | |
| 4 | AMAT | Applied Materials Inc | 股票-科技 | 3.02% | +1.20% | -7.02% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 2.83% | +0.39% | +10.60% | |
| 6 | KLAC | Kla CORP | 股票-科技 | 2.75% | +1.17% | -12.08% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.69% | -0.14% | +3.53% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 2.50% | +0.27% | +2.31% | |
| 9 | ADBE | Adobe Inc | 股票-科技 | 2.32% | -0.23% | +12.05% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.31% | +0.83% | -0.04% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.29% | -0.30% | +24.10% | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.89% | -0.15% | +10.10% | |
| 13 | HPQ | Hp Inc | 股票-科技 | 1.85% | +0.11% | -4.71% | |
| 14 | ROP | Roper Technologies Inc | 股票-科技 | 1.83% | -0.14% | +9.05% | |
| 15 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.82% | -1.06% | -1.42% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.72% | -0.02% | -5.15% | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.70% | -0.57% | +2.57% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | -0.10% | -5.80% | |
| 19 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.68% | -0.24% | -3.86% | |
| 20 | CMI | Cummins Inc | 股票-工业 | 1.67% | +0.17% | -18.82% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.66% | +0.08% | -25.78% | |
| 22 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.61% | -0.18% | +3.75% | |
| 23 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.47% | -0.03% | -13.98% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.46% | -0.18% | EXIT | |
| 25 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.45% | -0.25% | +8.29% | |
| 26 | MET | Metlife Inc | 股票-金融 | 1.43% | +0.03% | -5.18% | |
| 27 | APTV | Aptiv PLC | 股票-周期性消费 | 1.41% | -0.16% | -12.24% | |
| 28 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.40% | +0.02% | -17.53% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.38% | -0.34% | +3.05% | |
| 30 | WAB | Wabtec CORP | 股票-工业 | 1.37% | -0.28% | +0.25% | |
| 31 | PWR | Quanta Services Inc | 股票-工业 | 1.33% | -0.10% | -10.99% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 1.33% | -0.06% | +1.73% | |
| 33 | LKQ | Lkq CORP | 股票-周期性消费 | 1.29% | -1.46% | EXIT | |
| 34 | URI | United Rentals Inc | 股票-工业 | 1.20% | +0.67% | -15.84% | |
| 35 | COP | Conocophillips | 股票-能源 | 1.19% | -0.73% | -0.88% | |
| 36 | TGT | Target CORP | 股票-周期性消费 | 1.15% | -0.27% | +3.00% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.12% | +0.19% | — | |
| 38 | VLO | Valero Energy CORP | 股票-能源 | 1.09% | -0.29% | -18.97% | |
| 39 | MCK | Mckesson CORP | 股票-医疗保健 | 1.06% | -0.36% | -1.39% | |
| 40 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.05% | -0.34% | -14.12% | |
| 41 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 1.04% | +0.11% | +10.59% | |
| 42 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 1.03% | -0.28% | -4.70% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.01% | -0.15% | -17.31% | |
| 44 | INCY | Incyte CORP | 股票-医疗保健 | 0.99% | +0.01% | -20.90% | |
| 45 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.95% | -0.24% | +6.69% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.89% | +0.18% | -15.47% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.01% | +123.58% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.85% | -0.04% | -7.91% | |
| 49 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.81% | -0.07% | -2.32% | |
| 50 | STLD | Steel Dynamics Inc | 股票-原材料 | 0.78% | +0.08% | -10.55% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +1.4% | +1432.70% | 加仓 |
| 2 | CSCO | Cisco Systems Inc | +0.6% | +10.60% | 加仓 |
| 3 | V | Visa Inc-class A Shares | +0.5% | +123.58% | 加仓 |
| 4 | MA | Mastercard Inc - A | +0.5% | +24.10% | 加仓 |
| 5 | AMAT | Applied Materials Inc | +0.5% | -7.02% | 减仓 |
| 6 | MRK | Merck & Co. Inc. | +0.3% | +3.05% | 加仓 |
| 7 | BKNG | Booking Holdings Inc | +0.3% | +192.67% | 加仓 |
| 8 | ADBE | Adobe Inc | +0.3% | +12.05% | 加仓 |
| 9 | AAPL | Apple Inc | +0.2% | -2.34% | 减仓 |
| 10 | JNJ | Johnson & Johnson | +0.2% | +41.90% | 加仓 |
| 11 | KDP | Keurig Dr Pepper Inc | +0.2% | +10.59% | 加仓 |
| 12 | IBM | Intl Business Machines CORP | +0.2% | +2.31% | 加仓 |
| 13 | DIS | Walt Disney Co/the | +0.2% | +10.10% | 加仓 |
| 14 | REGN | Regeneron Pharmaceuticals | +0.2% | -14.12% | 减仓 |
| 15 | ABBV | Abbvie Inc | +0.2% | +44.73% | 加仓 |
| 16 | MAR | Marriott International -cl A | +0.2% | +104.88% | 加仓 |
| 17 | TGT | Target CORP | +0.1% | +3.00% | 加仓 |
| 18 | LKQ | Lkq CORP | +0.1% | +11.25% | 加仓 |
| 19 | HLT | Hilton Worldwide Holdings In | +0.1% | +96.71% | 加仓 |
| 20 | ORLY | O'reilly Automotive Inc | +0.1% | +114.39% | 加仓 |
| 21 | AMGN | Amgen Inc | +0.1% | +49.68% | 加仓 |
| 22 | WAB | Wabtec CORP | +0.1% | +0.25% | 加仓 |
| 23 | STZ | Constellation Brands Inc-a | +0.1% | +6.69% | 加仓 |
| 24 | ACN | Accenture plc | +0.1% | +34.34% | 加仓 |
| 25 | LNG | Cheniere Energy Inc | +0.1% | +150.77% | 加仓 |
| 26 | AZO | Autozone Inc | +0.1% | +109.40% | 加仓 |
| 27 | DRI | Darden Restaurants Inc | +0.1% | +8.29% | 加仓 |
| 28 | STLD | Steel Dynamics Inc | +0.1% | -10.55% | 减仓 |
| 29 | YUM | Yum! Brands Inc | +0.1% | +100.33% | 加仓 |
| 30 | AMP | Ameriprise Financial Inc | +0.1% | +3.75% | 加仓 |
| 31 | GILD | Gilead Sciences Inc | +0.1% | +39.92% | 加仓 |
| 32 | CAT | Caterpillar Inc | +0.1% | +18.22% | 加仓 |
| 33 | EOG | Eog Resources Inc | +0.1% | +96.83% | 加仓 |
| 34 | DHR | Danaher CORP | +0.1% | -7.91% | 减仓 |
| 35 | SO | Southern Co/the | +0.1% | +77.79% | 加仓 |
| 36 | MCK | Mckesson CORP | +0.1% | -1.39% | 减仓 |
| 37 | PGR | Progressive CORP | 0% | +54.52% | 加仓 |
| 38 | MDLZ | Mondelez International Inc-a | 0% | +91.59% | 加仓 |
| 39 | LULU | Lululemon Athletica Inc | 0% | +82.24% | 加仓 |
| 40 | UGI | Ugi CORP | 0% | +27.56% | 加仓 |
| 41 | HAL | Halliburton Co | 0% | +73.28% | 加仓 |
| 42 | TSN | Tyson Foods Inc-cl A | 0% | -4.70% | 减仓 |
| 43 | ACI | Albertsons Cos Inc - Class A | 0% | +189.59% | 加仓 |
| 44 | OTIS | Otis Worldwide CORP | 0% | +57.25% | 加仓 |
| 45 | DPZ | Domino's Pizza Inc | 0% | +119.92% | 加仓 |
| 46 | LLY | Eli Lilly & Co | 0% | -2.43% | 减仓 |
| 47 | BAC | Bank Of America CORP | 0% | -5.15% | 减仓 |
| 48 | NVR | Nvr Inc | 0% | +77.97% | 加仓 |
| 49 | MCO | Moody's CORP | 0% | +17.03% | 加仓 |
| 50 | KLAC | Kla CORP | — | -12.08% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Applied Finance Capital Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$13.4亿，共申报了 225 个公开持股仓位。
在 Q4 2025 季度，Applied Finance Capital Management, LLC 按市值排列的前三大核心持股分别为：AAPL (4.8%)、MSFT (4.1%)、GOOGL (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.8% 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
GOOG
市值: US$1569.0万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$378.0万
在 Q4 2025 季度中，Applied Finance Capital Management, LLC 共进行了 200 项持仓异动，包含新建仓 30 个仓位、加仓 46 个仓位、减仓 59 个仓位以及清仓 65 个仓位。 其中最大新建仓标的为 GOOG。 本季清仓仓位包含 XOM。
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。