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: 0001999928
申报总市值
US$9.3亿
US$9.3亿
135 檔
26.0%
Q4 2025 季度申报显示，Barlow Wealth Partners, LLC 披露的美股组合总市值为 US$9.3亿，涵盖 135 个不同之权益投资仓位。
在 Q4 2025，Barlow Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 23 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Barlow Wealth Partners, LLC 的前 5 大核心持股（包含 GOOG, MSFT, NVDA 等）合计占整体申报市值的 26.0%，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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 8.38% | -0.79% | -5.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.14% | -0.53% | +1.07% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.44% | -0.01% | +0.10% | |
| 4 | HLI | Houlihan Lokey Inc | 股票-金融 | 4.01% | -0.72% | +0.62% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.98% | +0.30% | +1.87% | |
| 6 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.50% | -0.22% | -0.57% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.48% | -0.25% | +1.09% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.42% | +0.31% | +0.85% | |
| 9 | MLI | Mueller Industries Inc | 股票-工业 | 3.40% | -0.65% | -14.78% | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 3.27% | +0.14% | -21.72% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.02% | +0.14% | -1.02% | |
| 12 | RGLD | Royal Gold Inc | 股票-原材料 | 2.99% | -1.00% | -2.32% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.95% | +0.32% | +1.26% | |
| 14 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 2.83% | -0.31% | +0.79% | |
| 15 | EME | Emcor Group Inc | 股票-工业 | 2.76% | -0.61% | +1.15% | |
| 16 | FTI | TechnipFMC plc | 股票-能源 | 2.62% | -0.47% | +1.10% | |
| 17 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.53% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.44% | -0.02% | +0.64% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.38% | -2.25% | +15.95% | |
| 20 | GWW | Ww Grainger Inc | 股票-工业 | 2.30% | +0.37% | +0.50% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.16% | +0.09% | +1.92% | |
| 22 | MELI | Mercadolibre Inc | 股票-周期性消费 | 2.06% | -0.01% | -24.02% | |
| 23 | WRB | Wr Berkley CORP | 股票-金融 | 1.99% | +0.08% | +1.49% | |
| 24 | CEG | Constellation Energy | 股票-公用事业 | 1.94% | +0.03% | -23.67% | |
| 25 | GRMN | Garmin Ltd. | 股票-科技 | 1.73% | -0.24% | +1.24% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 1.63% | +0.59% | +1.13% | |
| 27 | FTNT | Fortinet Inc | 股票-科技 | 1.56% | +1.20% | -0.88% | |
| 28 | MCK | Mckesson CORP | 股票-医疗保健 | 1.51% | +1.33% | +7.78% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.51% | +0.17% | +0.69% | |
| 30 | FICO | Fair Isaac CORP | 股票-科技 | 1.42% | -0.10% | +0.69% | |
| 31 | MORN | Morningstar Inc | 股票-金融 | 1.30% | -0.15% | -3.38% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.28% | -0.49% | -1.79% | |
| 33 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.96% | — | -31.31% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | +0.02% | -1.32% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | +0.07% | -2.72% | |
| 36 | SYBT | Stock Yards Bancorp Inc | 股票-其他 | 0.44% | — | — | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.40% | — | — | |
| 38 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 0.29% | +0.01% | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | -0.02% | -0.77% | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.24% | +0.02% | -0.34% | |
| 41 | TT | Trane Technologies plc | 股票-工业 | 0.23% | -0.02% | -11.67% | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.20% | — | -16.13% | |
| 43 | CHDN | Churchill Downs Inc | 股票-周期性消费 | 0.19% | -0.02% | +1.43% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.18% | -0.02% | — | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.17% | -0.05% | -4.29% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.16% | +0.04% | +7.09% | |
| 47 | FSLR | First Solar Inc | 股票-科技 | 0.16% | +0.02% | — | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.15% | +0.06% | +0.26% | |
| 49 | ALL | Allstate CORP | 股票-金融 | 0.14% | +0.02% | — | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.13% | +0.02% | -0.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -5.35% | 减仓 |
| 2 | RGLD | Royal Gold Inc | +0.6% | -2.32% | 减仓 |
| 3 | FTI | TechnipFMC plc | +0.6% | +1.10% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +15.95% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1.26% | 加仓 |
| 6 | TJX | Tjx Companies Inc | +0.2% | -0.57% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -1.02% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.32% | 减仓 |
| 9 | TKO | Tko Group Holdings Inc | +0.1% | +0.79% | 加仓 |
| 10 | MCK | Mckesson CORP | +0.1% | +7.78% | 加仓 |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +0.69% | 加仓 |
| 12 | GWW | Ww Grainger Inc | +0.1% | +0.50% | 加仓 |
| 13 | FICO | Fair Isaac CORP | 0% | +0.69% | 加仓 |
| 14 | LLY | Eli Lilly & Co | 0% | +7.09% | 加仓 |
| 15 | AMAT | Applied Materials Inc | 0% | +0.26% | 加仓 |
| 16 | PNC | Pnc Financial Services Group | 0% | -0.34% | 减仓 |
| 17 | CHDN | Churchill Downs Inc | 0% | +1.43% | 加仓 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.92% | 加仓 |
| 19 | V | Visa Inc-class A Shares | — | +1.87% | 加仓 |
| 20 | NVDA | Nvidia CORP | 0% | +0.10% | 加仓 |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | -20.65% | 减仓 |
| 22 | BF-B | Brown-forman Corp-class B | 0% | -18.80% | 减仓 |
| 23 | TT | Trane Technologies plc | -0.1% | -11.67% | 减仓 |
| 24 | AAPL | Apple Inc | -0.1% | +0.85% | 加仓 |
| 25 | MLI | Mueller Industries Inc | -0.1% | -14.78% | 减仓 |
| 26 | INTU | Intuit Inc | -0.1% | +1.13% | 加仓 |
| 27 | MORN | Morningstar Inc | -0.1% | -3.38% | 减仓 |
| 28 | EME | Emcor Group Inc | -0.1% | +1.15% | 加仓 |
| 29 | COST | Costco Wholesale CORP | -0.1% | +1.09% | 加仓 |
| 30 | ADBE | Adobe Inc | -0.2% | -1.79% | 减仓 |
| 31 | ASML | ASML Holding N.V. | -0.2% | -21.72% | 减仓 |
| 32 | FTNT | Fortinet Inc | -0.2% | -0.88% | 减仓 |
| 33 | WRB | Wr Berkley CORP | -0.2% | +1.49% | 加仓 |
| 34 | GRMN | Garmin Ltd. | -0.3% | +1.24% | 加仓 |
| 35 | META | Meta Platforms Inc-class A | -0.4% | +0.64% | 加仓 |
| 36 | HLI | Houlihan Lokey Inc | -0.4% | +0.62% | 加仓 |
| 37 | MSFT | Microsoft CORP | -0.6% | +1.07% | 加仓 |
| 38 | MELI | Mercadolibre Inc | -0.6% | -24.02% | 减仓 |
| 39 | CEG | Constellation Energy | -0.7% | -23.67% | 减仓 |
| 40 | VEEV | Veeva Systems Inc-class A | -0.8% | -31.31% | 减仓 |
| 41 | AJG | Arthur J Gallagher & Co | — | NEW | 新建仓 |
| 42 | SFM | Sprouts Farmers Market Inc | — | EXIT | 清仓 |
| 43 | SCHW | Schwab (charles) CORP | — | NEW | 新建仓 |
| 44 | HWC | Hancock Whitney CORP | — | NEW | 新建仓 |
| 45 | ONTO | Onto Innovation Inc | — | NEW | 新建仓 |
| 46 | PLTR | Palantir Technologies Inc-a | — | EXIT | 清仓 |
| 47 | TSLA | Tesla Inc | — | NEW | 新建仓 |
| 48 | KMB | Kimberly-clark CORP | — | EXIT | 清仓 |
| 49 | CB | Chubb Limited | — | NEW | 新建仓 |
| 50 | MLM | Martin Marietta Materials | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Barlow Wealth Partners, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$9.3亿，共申报了 135 个公开持股仓位。
在 Q4 2025 季度，Barlow Wealth Partners, LLC 按市值排列的前三大核心持股分别为：GOOG (8.4%)、MSFT (5.1%)、NVDA (4.4%)。其中最大持股仓位 GOOG 占据整体投资组合约 8.4% 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
AJG
市值: US$2343.7万
本季最大获利了结 / 清仓标的
SFM
前期市值: US$1672.4万
在 Q4 2025 季度中，Barlow Wealth Partners, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 23 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 AJG。 本季清仓仓位包含 SFM。
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。