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: 0001040210
申报总市值
US$17.8亿
US$17.8亿
115 檔
43.8%
Q3 2025 季度申报显示，Barr E S & Co 披露的美股组合总市值为 US$17.8亿，涵盖 115 个不同之权益投资仓位。
在 Q3 2025，Barr E S & Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 54 个仓位并完全清仓 8 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，Barr E S & Co 的前 5 大核心持股（包含 BRK-B, MKL, 等）合计占整体申报市值的 43.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
BRO
市值: US$2857.8万
本季最大获利了结 / 清仓标的
BRBR
前期市值: US$35.1万
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 13.88% | -0.14% | -1.25% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 8.11% | -0.16% | -1.20% | |
| 3 | ✓ | 股票-其他 | 7.55% | — | -2.87% | ||
| 4 | ✓ | 股票-其他 | 6.43% | — | -5.86% | ||
| 5 | ✓ | 股票-其他 | 6.42% | — | -2.19% | ||
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.35% | +0.46% | -0.79% | |
| 7 | ✓ | 股票-其他 | 4.64% | — | -2.13% | ||
| 8 | MCO | Moody's CORP | 股票-金融 | 4.21% | +0.09% | -0.71% | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.95% | -0.25% | -2.68% | |
| 10 | HOMB | Home Bancshares Inc | 股票-金融 | 3.60% | +0.11% | -0.59% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.69% | +0.12% | -1.79% | |
| 12 | ✓ | 股票-其他 | 2.61% | — | -5.21% | ||
| 13 | AAPL | Apple Inc | 股票-科技 | 2.32% | +0.23% | -1.55% | |
| 14 | ✓ | 股票-其他 | 2.30% | — | -0.94% | ||
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.95% | -0.20% | -6.52% | |
| 16 | ✓ | 股票-其他 | 1.84% | — | -0.89% | ||
| 17 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.60% | -1.23% | -0.49% | |
| 18 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.57% | +0.40% | -0.74% | |
| 19 | ✓ | 股票-其他 | 1.56% | — | -0.68% | ||
| 20 | BRO | Brown & Brown Inc | 股票-金融 | 1.55% | -0.17% | +15630.41% | |
| 21 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.26% | +0.15% | -0.13% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | -0.05% | -5.85% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.19% | +0.01% | -9.38% | |
| 24 | ✓ | 股票-其他 | 1.16% | — | -3.26% | ||
| 25 | ✓ | 股票-其他 | 1.06% | — | +9.12% | ||
| 26 | CHCO | City Holding Co | 股票-其他 | 0.87% | +0.05% | -0.41% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.73% | -0.14% | -2.75% | |
| 28 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.63% | -0.06% | -14.64% | |
| 29 | ✓ | 股票-其他 | 0.60% | — | -26.39% | ||
| 30 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.57% | -0.01% | -2.19% | |
| 31 | ✓ | 股票-其他 | 0.50% | — | — | ||
| 32 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.49% | +0.01% | -0.50% | |
| 33 | ✓ | 股票-其他 | 0.47% | — | +0.92% | ||
| 34 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.44% | +0.02% | +3.93% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | -0.02% | -0.41% | |
| 36 | ✓ | 股票-其他 | 0.34% | — | +6.17% | ||
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | -0.02% | -5.08% | |
| 38 | ✓ | 股票-其他 | 0.23% | — | -7.32% | ||
| 39 | TSLA | Tesla Inc | 股票-周期性消费 | 0.19% | +0.01% | -0.19% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.19% | -0.01% | -1.52% | |
| 41 | KKR | Kkr & Co Inc | 股票-金融 | 0.18% | — | -3.26% | |
| 42 | CHDN | Churchill Downs Inc | 股票-周期性消费 | 0.15% | +0.02% | NEW | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.15% | -0.03% | — | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.14% | +0.05% | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.13% | -0.01% | -6.95% | |
| 46 | ✓ | 股票-其他 | 0.13% | — | -1.35% | ||
| 47 | ✓ | 股票-其他 | 0.10% | — | -1.20% | ||
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.10% | +0.01% | +1.50% | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.09% | — | -20.73% | |
| 50 | ✓ | 股票-其他 | 0.09% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2% | -2.87% | 减仓 | |
| 2 | ✓ | +1% | -5.86% | 减仓 | |
| 3 | ✓ | +0.6% | -5.21% | 减仓 | |
| 4 | MTD | Mettler-toledo International | +0.6% | -0.13% | 加仓 |
| 5 | ✓ | +0.4% | -2.19% | 减仓 | |
| 6 | ✓ | +0.3% | -0.94% | 减仓 | |
| 7 | ✓ | +0.2% | -2.13% | 减仓 | |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.79% | 加仓 |
| 9 | WYNN | Wynn Resorts LTD | +0.2% | -14.64% | 加仓 |
| 10 | SCHW | Schwab (charles) CORP | +0.2% | -2.68% | 减仓 |
| 11 | AXP | American Express Co | +0.2% | -1.79% | 减仓 |
| 12 | TTWO | Take-two Interactive Softwre | +0.2% | -0.74% | 减仓 |
| 13 | ✓ | +0.1% | +6.17% | 加仓 | |
| 14 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +3.93% | 加仓 |
| 15 | MSFT | Microsoft CORP | +0.1% | -0.41% | 不变 |
| 16 | NKE | Nike Inc -cl B | +0.1% | -0.49% | 加仓 |
| 17 | TSLA | Tesla Inc | +0.1% | -0.19% | 加仓 |
| 18 | ✓ | 0% | +9.12% | 加仓 | |
| 19 | ✓ | 0% | -1.20% | 减仓 | |
| 20 | V | Visa Inc-class A Shares | 0% | +1.50% | 加仓 |
| 21 | NFLX | Netflix Inc | 0% | — | 加仓 |
| 22 | WMT | Walmart Inc | 0% | — | 不变 |
| 23 | STT | State Street CORP | 0% | — | 不变 |
| 24 | F | Ford Motor Co | 0% | — | 加仓 |
| 25 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 26 | AAPL | Apple Inc | — | -1.55% | 减仓 |
| 27 | WFC | Wells Fargo & Co | — | -5.08% | 减仓 |
| 28 | ✓ | — | -1.35% | 减仓 | |
| 29 | HD | Home Depot Inc | — | — | 加仓 |
| 30 | CAT | Caterpillar Inc | — | -1.49% | 减仓 |
| 31 | ✓ | — | -3.81% | 减仓 | |
| 32 | RF | Regions Financial CORP | — | — | 不变 |
| 33 | QQQ | Invesco Qqq Trust Series 1 | — | -1.95% | 减仓 |
| 34 | DIS | Walt Disney Co/the | — | -6.95% | 减仓 |
| 35 | RTX | Rtx CORP | — | — | 不变 |
| 36 | INTU | Intuit Inc | — | — | 不变 |
| 37 | IVV | Ishares Core S&p 500 ETF | — | — | 不变 |
| 38 | TJX | Tjx Companies Inc | — | — | 不变 |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | — | — | 减仓 |
| 40 | ✓ | — | -2.82% | 减仓 | |
| 41 | NOC | Northrop Grumman CORP | — | -7.89% | 减仓 |
| 42 | IJH | Ishares Core S&p Midcap ETF | — | — | 不变 |
| 43 | EMR | Emerson Electric Co | — | — | 不变 |
| 44 | COP | Conocophillips | — | — | 不变 |
| 45 | HSY | Hershey Co/the | — | — | 不变 |
| 46 | MVIS | Microvision Inc | — | +11.90% | 加仓 |
| 47 | ✓ | — | -2.01% | 减仓 | |
| 48 | ABT | Abbott Laboratories | — | — | 加仓 |
| 49 | USB | US Bancorp | — | -8.87% | 减仓 |
| 50 | MMM | 3m Co | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Barr E S & Co 在 Q3 2025 季度的美股持仓总市值约为 US$17.8亿，共申报了 115 个公开持股仓位。
在 Q3 2025 季度，Barr E S & Co 按市值排列的前三大核心持股分别为：BRK-B (13.9%)、MKL (8.1%)、 (7.5%)。其中最大持股仓位 BRK-B 占据整体投资组合约 13.9% 的权重。
在 Q3 2025 季度中，Barr E S & Co 共进行了 99 项持仓异动，包含新建仓 17 个仓位、加仓 20 个仓位、减仓 54 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 BRO。 本季清仓仓位包含 BRBR。
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。
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。
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。