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: 0000926834
申报总市值
US$15.7亿
US$15.7亿
107 檔
21.2%
在 Q4 2025 申报期间，Avity Investment Management Inc.（CIK: 0000926834）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$15.7亿，共持有 107 个公开申报仓位。
在 Q4 2025，Avity Investment Management Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 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，Avity Investment Management Inc. 的前 5 大核心持股（包含 AAPL, APH, AMZN 等）合计占整体申报市值的 21.2%，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 | AAPL | Apple Inc | 股票-科技 | 5.96% | -0.96% | -0.95% | |
| 2 | APH | Amphenol Corp-cl A | 股票-科技 | 4.66% | +0.69% | -11.06% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.29% | -0.01% | -1.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.25% | -0.40% | -0.59% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.19% | +0.17% | -2.70% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.05% | -0.52% | -0.44% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.90% | +0.04% | -1.14% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.59% | -0.43% | -2.45% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 3.45% | +1.87% | -14.34% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 3.41% | -0.73% | -2.78% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.33% | -0.02% | -0.96% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.28% | -0.56% | -2.97% | |
| 13 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.70% | -0.36% | +1.12% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.66% | -0.40% | -0.88% | |
| 15 | ECL | Ecolab Inc | 股票-原材料 | 2.59% | -0.52% | -1.13% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 2.58% | -0.32% | +400.47% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.43% | +1.76% | -1.21% | |
| 18 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.31% | -0.52% | +7.07% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 2.24% | +0.61% | -5.24% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.21% | -0.08% | -0.25% | |
| 21 | ODFL | Old Dominion Freight Line | 股票-工业 | 2.06% | -0.12% | +163.38% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 2.03% | -0.83% | -1.37% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.77% | -0.01% | +1.68% | |
| 24 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.71% | +0.16% | -4.64% | |
| 25 | RJF | Raymond James Financial Inc | 股票-金融 | 1.63% | -0.13% | +0.29% | |
| 26 | AMGN | Amgen Inc | 股票-医疗保健 | 1.63% | -0.09% | -3.34% | |
| 27 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.54% | -0.09% | — | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.52% | -1.11% | -3.93% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 1.51% | +0.77% | -0.70% | |
| 30 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.46% | -0.51% | EXIT | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.41% | -0.16% | -8.11% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.40% | -0.12% | -46.75% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | +0.10% | -3.55% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.09% | +0.01% | -1.62% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 1.06% | -0.07% | -0.44% | |
| 36 | UBER | Uber Technologies Inc | 股票-工业 | 1.00% | -0.09% | +3.96% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | -0.07% | +11.12% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.70% | +1.11% | +7.23% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | +0.02% | -9.77% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | -0.01% | -5.99% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.40% | -0.01% | -0.97% | |
| 42 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.38% | -0.04% | +9.54% | |
| 43 | CARR | Carrier Global CORP | 股票-工业 | 0.30% | +0.32% | -81.82% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.22% | -0.02% | -0.33% | |
| 45 | HON | Honeywell International Inc | 股票-工业 | 0.20% | -0.24% | EXIT | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.19% | — | -1.73% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.18% | +0.01% | -0.21% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | -0.07% | +2.08% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.16% | -0.01% | — | |
| 50 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.16% | -0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ODFL | Old Dominion Freight Line | +1.4% | +163.38% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -2.70% | 减仓 |
| 3 | BSX | Boston Scientific CORP | +0.4% | +33.98% | 加仓 |
| 4 | AAPL | Apple Inc | +0.3% | -0.95% | 减仓 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.3% | +1.68% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | -2.45% | 减仓 |
| 7 | AMAT | Applied Materials Inc | +0.2% | -14.34% | 减仓 |
| 8 | BDX | Becton Dickinson And Co | +0.2% | +7.07% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.55% | 减仓 |
| 10 | RTX | Rtx CORP | +0.2% | -2.78% | 减仓 |
| 11 | AMGN | Amgen Inc | +0.2% | -3.34% | 减仓 |
| 12 | AMZN | Amazon.com Inc | +0.2% | -1.45% | 减仓 |
| 13 | NEE | Nextera Energy Inc | +0.1% | -0.88% | 减仓 |
| 14 | EFA | Ishares Msci Eafe ETF | +0.1% | +11.12% | 加仓 |
| 15 | TJX | Tjx Companies Inc | +0.1% | -2.97% | 减仓 |
| 16 | TFC | Truist Financial CORP | +0.1% | -0.44% | 减仓 |
| 17 | ACN | Accenture plc | +0.1% | -3.93% | 减仓 |
| 18 | V | Visa Inc-class A Shares | +0.1% | -0.96% | 减仓 |
| 19 | VWO | Vanguard Ftse Emerging Marke | 0% | +39.64% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -0.25% | 减仓 |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +9.54% | 加仓 |
| 22 | LLY | Eli Lilly & Co | 0% | -0.38% | 减仓 |
| 23 | MRK | Merck & Co. Inc. | 0% | — | 不变 |
| 24 | NFLX | Netflix Inc | 0% | +900.00% | 加仓 |
| 25 | HD | Home Depot Inc | 0% | — | 不变 |
| 26 | IWF | Ishares Russell 1000 Growth | 0% | -5.99% | 减仓 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -9.77% | 减仓 |
| 28 | IWB | Ishares Russell 1000 ETF | 0% | -59.72% | 减仓 |
| 29 | NVDA | Nvidia CORP | -0.1% | -1.14% | 减仓 |
| 30 | CVX | Chevron CORP | -0.1% | -1.37% | 减仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -8.11% | 减仓 |
| 32 | RJF | Raymond James Financial Inc | -0.1% | +0.29% | 加仓 |
| 33 | ECL | Ecolab Inc | -0.1% | -1.13% | 减仓 |
| 34 | APH | Amphenol Corp-cl A | -0.1% | -11.06% | 减仓 |
| 35 | UBER | Uber Technologies Inc | -0.2% | +3.96% | 加仓 |
| 36 | MRSH | Marsh & Mclennan Cos | -0.2% | +1.12% | 加仓 |
| 37 | ORCL | Oracle CORP | -0.2% | +7.23% | 加仓 |
| 38 | ETN | Eaton Corporation plc | -0.3% | -0.70% | 减仓 |
| 39 | TXN | Texas Instruments Inc | -0.3% | -5.24% | 减仓 |
| 40 | PANW | Palo Alto Networks Inc | -0.3% | -1.21% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.3% | -0.59% | 减仓 |
| 42 | MELI | Mercadolibre Inc | -0.4% | -4.64% | 减仓 |
| 43 | META | Meta Platforms Inc-class A | -0.5% | -0.44% | 减仓 |
| 44 | NOW | Servicenow Inc | -0.5% | +400.47% | 加仓 |
| 45 | PG | Procter & Gamble Co/the | -1.4% | -46.75% | 减仓 |
| 46 | CARR | Carrier Global CORP | -1.6% | -81.82% | 减仓 |
| 47 | CL | Colgate-palmolive Co | — | NEW | 新建仓 |
| 48 | C | Citigroup Inc | — | NEW | 新建仓 |
| 49 | BA | Boeing Co/the | — | NEW | 新建仓 |
| 50 | OKTA | Okta Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Avity Investment Management Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$15.7亿，共申报了 107 个公开持股仓位。
在 Q4 2025 季度，Avity Investment Management Inc. 按市值排列的前三大核心持股分别为：AAPL (6.0%)、APH (4.7%)、AMZN (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.0% 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
CL
市值: US$2189.8万
本季最大获利了结 / 清仓标的
OKTA
前期市值: US$49.7万
在 Q4 2025 季度中，Avity Investment Management Inc. 共进行了 48 项持仓异动，包含新建仓 3 个仓位、加仓 13 个仓位、减仓 31 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CL。 本季清仓仓位包含 OKTA。
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。