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: 0000936753
申报总市值
US$100.3亿
US$100.3亿
107 檔
16.1%
截至 Q3 2025 季度末，Ariel Investments, LLC 的美股持仓估值约为 US$100.3亿，全数申报仓位共有 107 档。
在 Q3 2025，Ariel Investments, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 62 个仓位并完全清仓 9 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，Ariel Investments, LLC 的前 5 大核心持股（包含 SPHR, MSGE, AMG 等）合计占整体申报市值的 16.1%，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 | SPHR | Sphere Entertainment Co | 股票-通信服务 | 3.98% | -0.37% | -15.58% | |
| 2 | MSGE | Madison Square Garden Entert | 股票-其他 | 3.74% | +0.25% | -2.01% | |
| 3 | AMG | Affiliated Managers Group | 股票-金融 | 3.22% | +0.07% | -6.73% | |
| 4 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-周期性消费 | 3.18% | +0.18% | -2.30% | |
| 5 | REZI | Resideo Technologies Inc | 股票-工业 | 3.09% | -0.39% | -25.22% | |
| 6 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 3.03% | -0.21% | -5.30% | |
| 7 | ✓ | 股票-其他 | 2.98% | +0.23% | -0.18% | ||
| 8 | LAZ | Lazard Inc | 股票-金融 | 2.96% | -0.36% | -8.83% | |
| 9 | CG | Carlyle Group Inc/the | 股票-金融 | 2.84% | -0.25% | -10.03% | |
| 10 | GNRC | Generac Holdings Inc | 股票-工业 | 2.63% | +0.08% | -18.69% | |
| 11 | NVST | Envista Holdings CORP | 股票-医疗保健 | 2.62% | -0.50% | -2.84% | |
| 12 | FAF | First American Financial | 股票-金融 | 2.56% | -0.38% | +6.31% | |
| 13 | CRL | Charles River Laboratories | 股票-医疗保健 | 2.49% | +0.62% | +5.28% | |
| 14 | MAT | Mattel Inc | 股票-周期性消费 | 2.48% | -0.08% | -3.24% | |
| 15 | BIO | Bio-rad Laboratories-a | 股票-医疗保健 | 2.43% | -0.06% | -1.12% | |
| 16 | BYD | Boyd Gaming CORP | 股票-周期性消费 | 2.41% | -0.17% | -8.19% | |
| 17 | PBH | Prestige Consumer Healthcare | 股票-医疗保健 | 2.40% | -0.55% | +63.23% | |
| 18 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 2.34% | +0.21% | -1.13% | |
| 19 | GNTX | Gentex CORP | 股票-周期性消费 | 2.18% | +0.05% | -1.92% | |
| 20 | CVSA | Covista Inc | 股票-非周期性消费 | 2.14% | -0.29% | -5.87% | |
| 21 | ADT | Adt Inc | 股票-工业 | 2.06% | -0.27% | -5.06% | |
| 22 | BOKF | Bok Financial Corporation | 股票-其他 | 2.05% | -0.11% | -3.93% | |
| 23 | NTRS | Northern Trust CORP | 股票-金融 | 1.85% | -0.09% | -6.67% | |
| 24 | CLB | Core Laboratories Inc | 股票-其他 | 1.82% | -0.84% | +6.14% | |
| 25 | MIDD | Middleby CORP | 股票-工业 | 1.81% | +0.48% | +36.22% | |
| 26 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 1.79% | +0.01% | +0.95% | |
| 27 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 1.77% | +0.06% | -4.06% | |
| 28 | BCO | Brink's Co/the | 股票-工业 | 1.53% | -0.21% | -11.40% | |
| 29 | MANU | Manchester United plc | 股票-其他 | 1.45% | +0.42% | -1.06% | |
| 30 | AXTA | Axalta Coating Systems Ltd. | 股票-原材料 | 1.28% | +0.11% | +5.20% | |
| 31 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.11% | -0.09% | -0.69% | |
| 32 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.08% | — | -1.47% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.26% | EXIT | |
| 34 | APTV | Aptiv PLC | 股票-周期性消费 | 1.06% | — | -17.04% | |
| 35 | KN | Knowles CORP | 股票-其他 | 1.02% | -0.16% | -11.53% | |
| 36 | JHG | Janus Henderson Group plc | 股票-金融 | 0.97% | — | +0.38% | |
| 37 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 0.95% | — | +0.31% | |
| 38 | AQN | Algonquin Power & Utilities | 股票-其他 | 0.94% | -0.96% | +24.65% | |
| 39 | NVT | nVent Electric plc | 股票-工业 | 0.91% | -0.28% | -7.92% | |
| 40 | KMT | Kennametal Inc | 股票-其他 | 0.85% | -0.35% | -24.01% | |
| 41 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.81% | +0.60% | -24.61% | |
| 42 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.80% | +0.19% | -15.02% | |
| 43 | FSLR | First Solar Inc | 股票-科技 | 0.77% | -0.03% | +5.93% | |
| 44 | LIND | Lindblad Expeditions Holding | 股票-其他 | 0.76% | +0.11% | -19.84% | |
| 45 | LFUS | Littelfuse Inc | 股票-科技 | 0.62% | -0.08% | -23.34% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.61% | -0.10% | +190.39% | |
| 47 | PSKY | Paramount Skydance Cl B | 股票-通信服务 | 0.61% | -0.26% | EXIT | |
| 48 | GCMG | Gcm Grosvenor Inc - Class A | 股票-其他 | 0.58% | +0.06% | +0.72% | |
| 49 | WEX | Wex Inc | 股票-科技 | 0.57% | -0.11% | -15.00% | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.55% | — | -0.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPHR | Sphere Entertainment Co | +1.6% | -15.58% | 减仓 |
| 2 | NCLH | Norwegian Cruise Line Holdings Ltd. | +1.2% | -2.30% | 加仓 |
| 3 | REZI | Resideo Technologies Inc | +1.1% | -25.22% | 减仓 |
| 4 | ✓ | +0.9% | -0.18% | 加仓 | |
| 5 | MSGE | Madison Square Garden Entert | +0.8% | -2.01% | 减仓 |
| 6 | CRL | Charles River Laboratories | +0.5% | +5.28% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.5% | -8.92% | 加仓 |
| 8 | APTV | Aptiv PLC | +0.5% | -17.04% | 加仓 |
| 9 | AQN | Algonquin Power & Utilities | +0.5% | +24.65% | 加仓 |
| 10 | AMG | Affiliated Managers Group | +0.4% | -6.73% | 减仓 |
| 11 | NVT | nVent Electric plc | +0.4% | -7.92% | 加仓 |
| 12 | MTB | M & T Bank CORP | +0.4% | +4358.17% | 加仓 |
| 13 | CG | Carlyle Group Inc/the | +0.4% | -10.03% | 减仓 |
| 14 | BIO | Bio-rad Laboratories-a | +0.4% | -1.12% | 加仓 |
| 15 | FISV | Fiserv Inc | +0.3% | +38.37% | 加仓 |
| 16 | GNTX | Gentex CORP | +0.2% | -1.92% | 加仓 |
| 17 | GNRC | Generac Holdings Inc | +0.2% | -18.69% | 减仓 |
| 18 | KN | Knowles CORP | +0.2% | -11.53% | 减仓 |
| 19 | NVST | Envista Holdings CORP | +0.2% | -2.84% | 减仓 |
| 20 | NTAP | Netapp Inc | +0.2% | -0.38% | 加仓 |
| 21 | MANU | Manchester United plc | +0.1% | -1.06% | 加仓 |
| 22 | BCO | Brink's Co/the | +0.1% | -11.40% | 减仓 |
| 23 | LAZ | Lazard Inc | +0.1% | -8.83% | 减仓 |
| 24 | LH | Labcorp Holdings Inc | +0.1% | -0.69% | 减仓 |
| 25 | INTC | Intel CORP | +0.1% | -31.56% | 加仓 |
| 26 | JHG | Janus Henderson Group plc | +0.1% | +0.38% | 减仓 |
| 27 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | -24.61% | 加仓 |
| 28 | MIDD | Middleby CORP | 0% | +36.22% | 加仓 |
| 29 | JNJ | Johnson & Johnson | 0% | +66.40% | 加仓 |
| 30 | ZBH | Zimmer Biomet Holdings Inc | 0% | +55.90% | 加仓 |
| 31 | DHI | Dr Horton Inc | 0% | -11.04% | 减仓 |
| 32 | PHIN | Phinia Inc | 0% | -0.01% | 减仓 |
| 33 | APA | Apa CORP | 0% | — | 加仓 |
| 34 | MOS | Mosaic Co/the | 0% | — | 加仓 |
| 35 | JLL | Jones Lang Lasalle Inc | 0% | -5.30% | 减仓 |
| 36 | BYD | Boyd Gaming CORP | 0% | -8.19% | 减仓 |
| 37 | IWN | Ishares Russell 2000 Value E | 0% | +109.46% | 加仓 |
| 38 | VXUS | Vanguard Total Intl Stock | 0% | — | 加仓 |
| 39 | MHK | Mohawk Industries Inc | — | -1.13% | 减仓 |
| 40 | CLB | Core Laboratories Inc | — | +6.14% | 加仓 |
| 41 | LMT | Lockheed Martin CORP | — | +6.98% | 加仓 |
| 42 | IFS | Intercorp Financial Services Inc. | — | +11.99% | 加仓 |
| 43 | KSPI | Jsc Kaspi.kz Adr | — | +11.39% | 加仓 |
| 44 | CVX | Chevron CORP | — | +9.89% | 加仓 |
| 45 | PGR | Progressive CORP | — | +40.13% | 加仓 |
| 46 | BRC | Brady Corporation - Cl A | — | -0.55% | 减仓 |
| 47 | MSI | Motorola Solutions Inc | — | -0.52% | 减仓 |
| 48 | CVS | Cvs Health CORP | 0% | -15.02% | 减仓 |
| 49 | KEYS | Keysight Technologies In | 0% | -0.19% | 减仓 |
| 50 | SLB | Slb LTD | 0% | +22.78% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ariel Investments, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$100.3亿，共申报了 107 个公开持股仓位。
在 Q3 2025 季度，Ariel Investments, LLC 按市值排列的前三大核心持股分别为：SPHR (4.0%)、MSGE (3.7%)、AMG (3.2%)。其中最大持股仓位 SPHR 占据整体投资组合约 4.0% 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
FSLR
市值: US$7178.6万
本季最大获利了结 / 清仓标的
0VVB
前期市值: US$1.7亿
在 Q3 2025 季度中，Ariel Investments, LLC 共进行了 116 项持仓异动，包含新建仓 10 个仓位、加仓 35 个仓位、减仓 62 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 FSLR。 本季清仓仓位包含 0VVB。
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。