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: 0000911274
申报总市值
US$17.3亿
US$17.3亿
285 檔
16.6%
在 Q3 2025 的 13F 官方备案中，Beese Fulmer Investment Management, Inc. 管理的美股投资组合规模来到 US$17.3亿，整体持股档数为 285 档。
在 Q3 2025，Beese Fulmer Investment Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 49 个新仓位，并对 94 个既有持股进行加仓（合计增持 143 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Beese Fulmer Investment Management, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, AVGO 等）合计占整体申报市值的 16.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 285 只）
| # | 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 | 5.57% | +0.14% | -0.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.04% | -0.30% | +0.10% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.84% | +0.25% | -2.64% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.76% | +0.10% | +0.71% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 2.61% | -0.15% | -0.95% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.55% | +0.31% | -0.32% | |
| 7 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.18% | -0.19% | -1.41% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.18% | +0.20% | -0.14% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.17% | -0.11% | +6.43% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | +0.02% | -1.02% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 2.03% | -0.24% | -0.31% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.96% | -0.30% | +0.56% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.77% | -0.12% | -0.39% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.75% | -0.12% | +3.00% | |
| 15 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.73% | -0.27% | +0.99% | |
| 16 | DELL | Dell Technologies -c | 股票-科技 | 1.71% | +2.23% | -0.37% | |
| 17 | NFLX | Netflix Inc | 股票-通信服务 | 1.65% | -0.41% | -1.05% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.57% | -2.22% | EXIT | |
| 19 | ANET | Arista Networks Inc | 股票-科技 | 1.48% | +0.30% | +2.35% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.38% | +0.10% | -1.54% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 1.31% | +1.07% | +0.62% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | -0.12% | -0.59% | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.29% | +0.12% | +4.29% | |
| 24 | PM | Philip Morris International | 股票-非周期性消费 | 1.29% | — | +2.36% | |
| 25 | CMI | Cummins Inc | 股票-工业 | 1.28% | +0.28% | +0.07% | |
| 26 | ICE | Intercontinental Exchange In | 股票-金融 | 1.15% | -0.30% | +1.80% | |
| 27 | CB | Chubb Limited | 股票-金融 | 1.15% | -0.05% | +1.57% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.14% | -0.22% | +2.10% | |
| 29 | SYK | Stryker CORP | 股票-医疗保健 | 1.13% | -0.06% | +1.99% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 1.09% | -0.04% | -0.29% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.35% | +0.58% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.05% | -0.10% | +1.17% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.04% | +0.43% | +19.10% | |
| 34 | LIN | Linde plc | 股票-原材料 | 1.02% | -0.05% | +1.22% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.99% | -0.15% | +2.46% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.97% | +0.08% | -0.62% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.92% | — | +1.36% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.90% | -0.02% | -7.33% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.90% | -0.02% | +0.28% | |
| 40 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.82% | +0.03% | +8.59% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | -0.05% | -2.40% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.78% | +0.01% | +1.39% | |
| 43 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.76% | +0.08% | -2.00% | |
| 44 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.70% | -0.12% | -0.78% | |
| 45 | AON | Aon plc | 股票-金融 | 0.69% | -0.03% | +4.72% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.69% | -0.10% | +2.35% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | -0.15% | -1.25% | |
| 48 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.61% | +0.03% | +0.69% | |
| 49 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.59% | -0.01% | +0.97% | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.57% | -0.01% | +0.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | -2.64% | 减仓 |
| 2 | IVW | Ishares S&p 500 Growth ETF | +1% | -0.62% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.7% | +0.10% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.32% | 加仓 |
| 5 | ANET | Arista Networks Inc | +0.6% | +2.35% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -0.14% | 减仓 |
| 7 | DELL | Dell Technologies -c | +0.3% | -0.37% | 减仓 |
| 8 | KLAC | Kla CORP | +0.3% | +0.62% | 加仓 |
| 9 | ETN | Eaton Corporation plc | +0.3% | +4.29% | 加仓 |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +1.95% | 加仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | -1.54% | 加仓 |
| 12 | CMI | Cummins Inc | +0.1% | +0.07% | 加仓 |
| 13 | CW | Curtiss-wright CORP | +0.1% | -1.94% | 减仓 |
| 14 | LLY | Eli Lilly & Co | +0.1% | +49.75% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.02% | 加仓 |
| 16 | CAT | Caterpillar Inc | +0.1% | -2.19% | 加仓 |
| 17 | DHI | Dr Horton Inc | +0.1% | -2.00% | 加仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | -8.55% | 减仓 |
| 19 | GEV | GE Vernova Inc | +0.1% | +0.15% | 加仓 |
| 20 | GE | General Electric | +0.1% | -1.99% | 加仓 |
| 21 | HBAN | Huntington Bancshares Inc | +0.1% | +19.62% | 加仓 |
| 22 | ORCL | Oracle CORP | +0.1% | -3.97% | 减仓 |
| 23 | MPC | Marathon Petroleum CORP | +0.1% | +0.06% | 加仓 |
| 24 | RTX | Rtx CORP | 0% | -0.31% | 加仓 |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +19.10% | 加仓 |
| 26 | PSX | Phillips 66 | 0% | +0.12% | 加仓 |
| 27 | HON | Honeywell International Inc | 0% | -5.39% | 加仓 |
| 28 | META | Meta Platforms Inc-class A | 0% | -0.39% | 减仓 |
| 29 | NFLX | Netflix Inc | 0% | -1.05% | 减仓 |
| 30 | ROK | Rockwell Automation Inc | 0% | -0.35% | 加仓 |
| 31 | VIG | Vanguard Dividend Apprec ETF | 0% | -5.36% | 加仓 |
| 32 | WMT | Walmart Inc | 0% | +10.94% | 加仓 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | -8.89% | 减仓 |
| 34 | CSCO | Cisco Systems Inc | 0% | +0.18% | 加仓 |
| 35 | PANW | Palo Alto Networks Inc | 0% | +120.70% | 加仓 |
| 36 | TSLA | Tesla Inc | 0% | -0.05% | 加仓 |
| 37 | TT | Trane Technologies plc | 0% | +0.11% | 加仓 |
| 38 | PFE | Pfizer Inc | 0% | -15.35% | 加仓 |
| 39 | VB | Vanguard Small-cap ETF | 0% | +0.10% | 加仓 |
| 40 | PH | Parker Hannifin CORP | 0% | -1.45% | 加仓 |
| 41 | EFA | Ishares Msci Eafe ETF | 0% | -13.19% | 加仓 |
| 42 | RPM | Rpm International Inc | 0% | -0.79% | 加仓 |
| 43 | CCNE | Cnb Financial Corp/pa | 0% | +132.72% | 加仓 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.36% | 加仓 |
| 45 | AXON | Axon Enterprise Inc | 0% | -1.07% | 减仓 |
| 46 | IVV | Ishares Core S&p 500 ETF | 0% | -0.11% | 加仓 |
| 47 | BA | Boeing Co/the | 0% | +0.84% | 加仓 |
| 48 | GD | General Dynamics CORP | 0% | — | 加仓 |
| 49 | MS | Morgan Stanley | 0% | +0.11% | 加仓 |
| 50 | AFL | Aflac Inc | 0% | +43.75% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Beese Fulmer Investment Management, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$17.3亿，共申报了 285 个公开持股仓位。
在 Q3 2025 季度，Beese Fulmer Investment Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (5.6%)、MSFT (5.0%)、AVGO (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.6% 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
IVE
市值: US$1337.8万
本季最大获利了结 / 清仓标的
NVO
前期市值: US$1149.5万
在 Q3 2025 季度中，Beese Fulmer Investment Management, Inc. 共进行了 198 项持仓异动，包含新建仓 49 个仓位、加仓 94 个仓位、减仓 41 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 IVE。 本季清仓仓位包含 NVO。
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。