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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001666470
申报总市值
US$6.2亿
US$6.2亿
57 檔
26.2%
根据最新整理的 13F 季度数据集，Baker Chad R 于 Q4 2025 结束时的管理资产规模为 US$6.2亿。该机构在本季度申报了 57 档美股持仓，呈现出该时期的主要投资地图。
Baker Chad R 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 14 档持股的同时，亦同步清仓 3 档并减仓 17 档标的。
在资产配置集中度方面，Baker Chad R 的前 5 大核心持股（包含 AAPL, GOOGL, MSFT 等）合计占整体申报市值的 26.2%，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 | 8.76% | -0.67% | -8.45% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.64% | +0.37% | -9.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.52% | +0.04% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 4.58% | -0.50% | +0.05% | |
| 5 | APH | Amphenol Corp-cl A | 股票-科技 | 4.51% | +0.84% | -14.84% | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 4.46% | -0.11% | -10.09% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.15% | -0.08% | -0.07% | |
| 8 | ADI | Analog Devices Inc | 股票-科技 | 3.80% | +0.32% | -4.05% | |
| 9 | ROK | Rockwell Automation Inc | 股票-工业 | 3.67% | +0.64% | -0.06% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 3.25% | +4.57% | — | |
| 11 | WM | Waste Management Inc | 股票-工业 | 3.17% | -0.53% | — | |
| 12 | NET | Cloudflare Inc - Class A | 股票-科技 | 2.91% | +0.06% | -0.02% | |
| 13 | TMUS | T-mobile US Inc | 股票-通信服务 | 2.67% | -0.92% | +0.07% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.58% | -0.34% | — | |
| 15 | XYL | Xylem Inc | 股票-工业 | 2.44% | -0.32% | -0.47% | |
| 16 | CARR | Carrier Global CORP | 股票-工业 | 2.43% | +0.31% | +0.06% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.41% | -0.51% | -0.79% | |
| 18 | DHR | Danaher CORP | 股票-医疗保健 | 2.40% | -0.30% | +0.05% | |
| 19 | ULS | Ul Solutions Inc - Class A | 股票-工业 | 2.39% | +0.04% | +0.05% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 2.06% | -0.53% | — | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 2.00% | -0.10% | — | |
| 22 | NSC | Norfolk Southern CORP | 股票-工业 | 1.76% | -0.12% | — | |
| 23 | ATR | Aptargroup Inc | 股票-医疗保健 | 1.74% | -0.28% | +0.06% | |
| 24 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.74% | -0.36% | — | |
| 25 | VLTO | Veralto CORP | 股票-工业 | 1.60% | -0.21% | +0.09% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.43% | -0.12% | +0.09% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.36% | -0.19% | — | |
| 28 | RTX | Rtx CORP | 股票-工业 | 1.27% | -0.23% | — | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.23% | -0.25% | — | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 1.20% | -0.12% | -9.35% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.02% | +0.04% | -17.94% | |
| 32 | CRSP | CRISPR Therapeutics AG | 股票-医疗保健 | 0.89% | -0.84% | EXIT | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.86% | +76.60% | |
| 34 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.73% | -0.06% | — | |
| 35 | CSX | Csx CORP | 股票-工业 | 0.67% | -0.01% | — | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | +0.30% | +67.69% | |
| 37 | UBER | Uber Technologies Inc | 股票-工业 | 0.57% | -0.80% | EXIT | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.57% | -0.11% | — | |
| 39 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.56% | -0.26% | — | |
| 40 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.56% | +0.20% | — | |
| 41 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.48% | +0.70% | +0.10% | |
| 42 | SN | SharkNinja, Inc. | 股票-周期性消费 | 0.39% | +0.48% | — | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | -0.16% | — | |
| 44 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.35% | -0.03% | — | |
| 45 | TILE | Interface Inc | 股票-其他 | 0.31% | +0.11% | — | |
| 46 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.30% | -0.03% | — | |
| 47 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.28% | -0.01% | — | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.28% | +0.26% | — | |
| 49 | CI | THE Cigna Group | 股票-医疗保健 | 0.26% | -0.03% | — | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | -0.02% | -11.69% |
| # | 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 | +1.2% | -9.86% | 减仓 |
| 2 | AMD | Advanced Micro Devices | +0.9% | — | 不变 |
| 3 | ROK | Rockwell Automation Inc | +0.5% | -0.06% | 减仓 |
| 4 | AMAT | Applied Materials Inc | +0.4% | +76.60% | 加仓 |
| 5 | DHR | Danaher CORP | +0.4% | +0.05% | 加仓 |
| 6 | ADI | Analog Devices Inc | +0.4% | -4.05% | 减仓 |
| 7 | AMZN | Amazon.com Inc | +0.4% | -0.07% | 减仓 |
| 8 | ULS | Ul Solutions Inc - Class A | +0.4% | +0.05% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.4% | — | 不变 |
| 10 | IBM | Intl Business Machines CORP | +0.3% | +67.69% | 加仓 |
| 11 | MA | Mastercard Inc - A | +0.3% | +0.05% | 加仓 |
| 12 | UBER | Uber Technologies Inc | +0.2% | +96.49% | 加仓 |
| 13 | WMT | Walmart Inc | +0.2% | — | 不变 |
| 14 | AAPL | Apple Inc | +0.2% | -8.45% | 减仓 |
| 15 | TJX | Tjx Companies Inc | +0.2% | — | 不变 |
| 16 | RTX | Rtx CORP | +0.2% | — | 不变 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 18 | NSC | Norfolk Southern CORP | 0% | — | 不变 |
| 19 | VLTO | Veralto CORP | 0% | +0.09% | 加仓 |
| 20 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 21 | ZTS | Zoetis Inc | -0.1% | — | 不变 |
| 22 | ABT | Abbott Laboratories | -0.1% | -0.79% | 减仓 |
| 23 | MSFT | Microsoft CORP | -0.1% | +0.04% | 加仓 |
| 24 | XYL | Xylem Inc | -0.1% | -0.47% | 减仓 |
| 25 | ATR | Aptargroup Inc | -0.1% | +0.06% | 加仓 |
| 26 | NET | Cloudflare Inc - Class A | -0.1% | -0.02% | 减仓 |
| 27 | APH | Amphenol Corp-cl A | -0.1% | -14.84% | 减仓 |
| 28 | ARM | Arm Holdings Plc-adr | -0.1% | +0.10% | 加仓 |
| 29 | SYK | Stryker CORP | -0.1% | -9.35% | 减仓 |
| 30 | CRSP | CRISPR Therapeutics AG | -0.2% | +0.07% | 加仓 |
| 31 | CARR | Carrier Global CORP | -0.2% | +0.06% | 加仓 |
| 32 | ADP | Automatic Data Processing | -0.2% | — | 不变 |
| 33 | HD | Home Depot Inc | -0.2% | +0.09% | 加仓 |
| 34 | TSLA | Tesla Inc | -0.2% | -10.09% | 减仓 |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -75.11% | 减仓 |
| 36 | TMUS | T-mobile US Inc | -0.3% | +0.07% | 加仓 |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.6% | -92.30% | 减仓 |
| 38 | ABNB | Airbnb Inc-class A | -0.7% | -91.86% | 减仓 |
| 39 | CRM | Salesforce Inc | -0.9% | -93.93% | 减仓 |
| 40 | RELX | Relx PLC - Spon Adr | -1.3% | -93.79% | 减仓 |
| 41 | ALC | Alcon Inc. | -1.4% | -92.92% | 减仓 |
| 42 | NYT | New York Times Co-a | — | EXIT | 清仓 |
| 43 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 44 | SN | SharkNinja, Inc. | — | NEW | 新建仓 |
| 45 | RKT | Rocket Cos Inc-class A | — | NEW | 新建仓 |
| 46 | UL | Unilever PLC | — | EXIT | 清仓 |
| 47 | TILE | Interface Inc | — | NEW | 新建仓 |
| 48 | SOFI | Sofi Technologies Inc | — | NEW | 新建仓 |
| 49 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 50 | BDX | Becton Dickinson And Co | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Baker Chad R 在 Q4 2025 季度的美股持仓总市值约为 US$6.2亿，共申报了 57 个公开持股仓位。
在 Q4 2025 季度，Baker Chad R 按市值排列的前三大核心持股分别为：AAPL (8.8%)、GOOGL (6.6%)、MSFT (4.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.8% 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
UL
市值: US$312.7万
本季最大获利了结 / 清仓标的
NYT
前期市值: US$822.7万
在 Q4 2025 季度中，Baker Chad R 共进行了 40 项持仓异动，包含新建仓 6 个仓位、加仓 14 个仓位、减仓 17 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 NYT。
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。