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: 0001387615
申报总市值
US$2.4亿
US$2.4亿
123 檔
14.5%
Aull & Monroe Investment Management Corp 在 Q2 2025 季度的美股仓位总计估值为 US$2.4亿，分散于 123 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Aull & Monroe Investment Management Corp 展现出较为审慎的避险与获利了结姿态。本季共减仓 38 个仓位并完全清仓 4 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，Aull & Monroe Investment Management Corp 的前 5 大核心持股（包含 LLY, CAT, SO 等）合计占整体申报市值的 14.5%，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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.06% | +0.68% | -3.58% | |
| 2 | CAT | Caterpillar Inc | 股票-工业 | 3.82% | +1.80% | -13.17% | |
| 3 | SO | Southern Co/the | 股票-公用事业 | 3.81% | -0.36% | -3.89% | |
| 4 | DE | Deere & Co | 股票-工业 | 3.58% | +0.04% | -11.27% | |
| 5 | CME | Cme Group Inc | 股票-金融 | 3.33% | -1.01% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | -0.14% | -10.34% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 2.59% | +0.01% | -19.24% | |
| 8 | DUK | Duke Energy CORP | 股票-公用事业 | 2.45% | -0.31% | -9.69% | |
| 9 | CSX | Csx CORP | 股票-工业 | 2.45% | +0.10% | -11.84% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.39% | -0.22% | -7.91% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.37% | -0.15% | -13.08% | |
| 12 | CBOE | Cboe Global Markets Inc | 股票-金融 | 2.35% | -0.55% | — | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.29% | -0.87% | -2.34% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 2.27% | -0.04% | -14.94% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.10% | -0.32% | -0.94% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | — | -9.90% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.82% | -0.65% | -8.78% | |
| 18 | CMI | Cummins Inc | 股票-工业 | 1.74% | +0.46% | -18.21% | |
| 19 | WM | Waste Management Inc | 股票-工业 | 1.68% | -0.17% | -14.59% | |
| 20 | T | At&t Inc | 股票-通信服务 | 1.62% | -0.50% | -8.62% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.62% | -0.08% | -18.26% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.50% | +0.06% | -18.63% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.46% | +0.04% | -9.48% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.43% | +0.05% | — | |
| 25 | AMGN | Amgen Inc | 股票-医疗保健 | 1.39% | -0.10% | -10.85% | |
| 26 | ETN | Eaton Corporation plc | 股票-工业 | 1.38% | +0.08% | -12.23% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.37% | +0.04% | -16.68% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.25% | -0.29% | -2.13% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 1.14% | -0.15% | -16.71% | |
| 30 | ITW | Illinois Tool Works | 股票-工业 | 1.11% | -0.07% | -3.08% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.06% | -0.19% | -14.89% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 1.06% | -0.02% | -12.92% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 1.03% | +0.01% | -7.74% | |
| 34 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.98% | — | -12.27% | |
| 35 | RF | Regions Financial CORP | 股票-金融 | 0.98% | +0.03% | -9.48% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.95% | -0.01% | -2.01% | |
| 37 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.90% | +2.40% | -21.13% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.87% | -0.01% | — | |
| 39 | RY | Royal Bank Of Canada | 股票-金融 | 0.84% | +0.13% | -16.84% | |
| 40 | GLW | Corning Inc | 股票-科技 | 0.83% | +1.25% | -12.95% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.83% | -0.31% | -13.66% | |
| 42 | ET | Energy Transfer LP | 股票-能源 | 0.82% | -0.08% | -21.48% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.78% | -0.23% | -0.94% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.77% | -0.08% | -25.10% | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.73% | -0.01% | -16.60% | |
| 46 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.71% | +0.02% | -4.13% | |
| 47 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.70% | -0.11% | -5.61% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.70% | -0.14% | -0.80% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.70% | +0.01% | -2.54% | |
| 50 | NFG | National Fuel Gas Co | 股票-能源 | 0.67% | -0.17% | -12.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | -10.34% | 减仓 |
| 2 | CME | Cme Group Inc | +0.4% | — | 不变 |
| 3 | CAT | Caterpillar Inc | +0.4% | -13.17% | 减仓 |
| 4 | STX | Seagate Technology Holdings plc | +0.3% | -21.13% | 减仓 |
| 5 | ETN | Eaton Corporation plc | +0.3% | -12.23% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -9.90% | 减仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | — | 不变 |
| 8 | CEG | Constellation Energy | +0.2% | -2.32% | 减仓 |
| 9 | GEV | GE Vernova Inc | +0.2% | NEW | 新建仓 |
| 10 | CM | Can Imperial Bk Of Commerce | +0.2% | +11.54% | 加仓 |
| 11 | SO | Southern Co/the | +0.1% | -3.89% | 减仓 |
| 12 | DE | Deere & Co | +0.1% | -11.27% | 减仓 |
| 13 | KMB | Kimberly-clark CORP | +0.1% | NEW | 新建仓 |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | 新建仓 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | 新建仓 |
| 16 | MCO | Moody's CORP | +0.1% | NEW | 新建仓 |
| 17 | T | At&t Inc | 0% | -8.62% | 减仓 |
| 18 | VZ | Verizon Communications Inc | 0% | -2.13% | 减仓 |
| 19 | RTX | Rtx CORP | 0% | -16.71% | 减仓 |
| 20 | UNP | Union Pacific CORP | 0% | -7.74% | 减仓 |
| 21 | AAPL | Apple Inc | -0.1% | -6.59% | 减仓 |
| 22 | PFE | Pfizer Inc | -0.1% | -13.16% | 减仓 |
| 23 | MRK | Merck & Co. Inc. | -0.1% | -4.13% | 减仓 |
| 24 | BMY | Bristol-myers Squibb Co | -0.1% | -5.29% | 减仓 |
| 25 | LLY | Eli Lilly & Co | -0.1% | -3.58% | 减仓 |
| 26 | MPC | Marathon Petroleum CORP | -0.1% | -46.04% | 减仓 |
| 27 | CL | Colgate-palmolive Co | -0.1% | -12.27% | 减仓 |
| 28 | UPS | United Parcel Service-cl B | -0.1% | -13.08% | 减仓 |
| 29 | XOM | Exxon Mobil CORP | -0.1% | -2.34% | 减仓 |
| 30 | BNY | Bank Of New York Mellon CORP | -0.1% | EXIT | 清仓 |
| 31 | FANG | Diamondback Energy Inc | -0.1% | EXIT | 清仓 |
| 32 | CAG | Conagra Brands Inc | -0.1% | -18.19% | 减仓 |
| 33 | PNC | Pnc Financial Services Group | -0.1% | EXIT | 清仓 |
| 34 | DUK | Duke Energy CORP | -0.2% | -9.69% | 减仓 |
| 35 | CMI | Cummins Inc | -0.2% | -18.21% | 减仓 |
| 36 | WM | Waste Management Inc | -0.2% | -14.59% | 减仓 |
| 37 | ABT | Abbott Laboratories | -0.2% | -25.10% | 减仓 |
| 38 | ET | Energy Transfer LP | -0.2% | -21.48% | 减仓 |
| 39 | FUN | Six Flags Entertainment CORP | -0.2% | -20.49% | 减仓 |
| 40 | HD | Home Depot Inc | -0.2% | -14.94% | 减仓 |
| 41 | COP | Conocophillips | -0.2% | -13.66% | 减仓 |
| 42 | JNJ | Johnson & Johnson | -0.2% | -7.91% | 减仓 |
| 43 | AMGN | Amgen Inc | -0.2% | -10.85% | 减仓 |
| 44 | PEP | Pepsico Inc | -0.3% | -14.89% | 减仓 |
| 45 | BDX | Becton Dickinson And Co | -0.3% | EXIT | 清仓 |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -13.08% | 减仓 |
| 47 | CVX | Chevron CORP | -0.3% | -8.78% | 减仓 |
| 48 | ADP | Automatic Data Processing | -0.4% | -19.24% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -18.26% | 减仓 |
| 50 | ABBV | Abbvie Inc | -0.4% | -18.63% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Aull & Monroe Investment Management Corp 在 Q2 2025 季度的美股持仓总市值约为 US$2.4亿，共申报了 123 个公开持股仓位。
在 Q2 2025 季度，Aull & Monroe Investment Management Corp 按市值排列的前三大核心持股分别为：LLY (4.1%)、CAT (3.8%)、SO (3.8%)。其中最大持股仓位 LLY 占据整体投资组合约 4.1% 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
GEV
市值: US$28.2万
本季最大获利了结 / 清仓标的
BDX
前期市值: US$63.2万
在 Q2 2025 季度中，Aull & Monroe Investment Management Corp 共进行了 48 项持仓异动，包含新建仓 5 个仓位、加仓 1 个仓位、减仓 38 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 BDX。
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。