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: 0000949012
申报总市值
US$25.5亿
US$25.5亿
297 檔
16.9%
Q3 2025 季度申报显示，Berkshire Asset Management Llc/pa 披露的美股组合总市值为 US$25.5亿，涵盖 297 个不同之权益投资仓位。
在 Q3 2025，Berkshire Asset Management Llc/pa 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 23 档、减仓 27 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Berkshire Asset Management Llc/pa 的前 5 大核心持股（包含 JPM, MSFT, ABBV 等）合计占整体申报市值的 16.9%，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 297 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.74% | +0.08% | -0.77% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.22% | -0.24% | |
| 3 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.74% | +0.22% | -0.89% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.03% | +0.13% | +0.73% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.63% | -0.93% | +1.60% | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 2.61% | +0.18% | -0.58% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.55% | +1.10% | -1.04% | |
| 8 | TEL | TE Connectivity plc | 股票-科技 | 2.38% | -0.26% | -0.22% | |
| 9 | WM | Waste Management Inc | 股票-工业 | 2.19% | -0.25% | -0.71% | |
| 10 | QCOM | Qualcomm Inc | 股票-科技 | 2.15% | +0.53% | +0.84% | |
| 11 | MTB | M & T Bank CORP | 股票-金融 | 2.08% | +0.12% | +0.44% | |
| 12 | NUE | Nucor CORP | 股票-原材料 | 2.08% | +0.55% | -0.16% | |
| 13 | NSC | Norfolk Southern CORP | 股票-工业 | 2.02% | +0.01% | -0.15% | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 2.01% | — | -0.21% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.00% | -0.13% | -0.33% | |
| 16 | HON | Honeywell International Inc | 股票-工业 | 1.92% | -2.09% | EXIT | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.84% | -0.50% | +0.06% | |
| 18 | DELL | Dell Technologies -c | 股票-科技 | 1.83% | +2.18% | +0.64% | |
| 19 | PPL | Ppl CORP | 股票-公用事业 | 1.83% | -0.23% | +0.31% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.74% | -0.23% | -0.59% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.71% | -0.34% | +0.11% | |
| 22 | PNC | Pnc Financial Services Group | 股票-金融 | 1.71% | +0.15% | -0.49% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.67% | -0.26% | +0.38% | |
| 24 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.67% | -0.14% | -0.11% | |
| 25 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.63% | -0.04% | +0.07% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.62% | -0.21% | +0.30% | |
| 27 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.57% | -0.11% | -1.45% | |
| 28 | CB | Chubb Limited | 股票-金融 | 1.55% | -0.08% | -0.49% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.53% | -0.09% | -0.44% | |
| 30 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.47% | -0.22% | -0.31% | |
| 31 | DE | Deere & Co | 股票-工业 | 1.38% | +0.07% | -0.62% | |
| 32 | EOG | Eog Resources Inc | 股票-能源 | 1.27% | -0.30% | -1.17% | |
| 33 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.21% | -0.11% | +4.03% | |
| 34 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.18% | -0.28% | +2.00% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.04% | -0.19% | -5.63% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.04% | -0.23% | +0.71% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.04% | +0.09% | +1.87% | |
| 38 | WPC | Wp Carey Inc | 股票-房地产 | 0.95% | -0.02% | +0.37% | |
| 39 | GIS | General Mills Inc | 股票-非周期性消费 | 0.89% | -0.54% | -0.03% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.85% | -0.04% | -1.54% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.84% | +0.11% | +2.16% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.84% | +0.03% | +2.84% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.80% | +0.02% | -0.06% | |
| 44 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.78% | +0.03% | -3.13% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.76% | +0.03% | +7.68% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.75% | +0.13% | +2.57% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.61% | +0.03% | -4.76% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | +0.15% | +1.88% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | -0.01% | +1.99% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.48% | — | +0.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.5% | -0.22% | 减仓 |
| 2 | DELL | Dell Technologies -c | +0.5% | +0.64% | 加仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | -0.77% | 减仓 |
| 4 | AAPL | Apple Inc | +0.4% | +0.73% | 加仓 |
| 5 | NSC | Norfolk Southern CORP | +0.4% | -0.15% | 加仓 |
| 6 | ABBV | Abbvie Inc | +0.3% | -0.89% | 减仓 |
| 7 | BAC | Bank Of America CORP | +0.2% | -0.58% | 减仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | -0.24% | 减仓 |
| 9 | NUE | Nucor CORP | +0.2% | -0.16% | 加仓 |
| 10 | PNC | Pnc Financial Services Group | +0.1% | -0.49% | 减仓 |
| 11 | ORCL | Oracle CORP | +0.1% | +1.76% | 加仓 |
| 12 | MRP | Millrose Properties | +0.1% | +3.90% | 加仓 |
| 13 | CVX | Chevron CORP | +0.1% | +1.60% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.33% | 减仓 |
| 15 | QCOM | Qualcomm Inc | +0.1% | +0.84% | 加仓 |
| 16 | PHM | Pultegroup Inc | +0.1% | -3.13% | 减仓 |
| 17 | AVGO | Broadcom Inc | +0.1% | +2.50% | 减仓 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +5.87% | 加仓 |
| 19 | NVDA | Nvidia CORP | +0.1% | +14.50% | 加仓 |
| 20 | EMR | Emerson Electric Co | +0.1% | -0.21% | 减仓 |
| 21 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +7.68% | 加仓 |
| 22 | GE | General Electric | +0.1% | -0.36% | 减仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.48% | 加仓 |
| 24 | C | Citigroup Inc | +0.1% | -5.21% | 减仓 |
| 25 | LEN | Lennar Corp-a | 0% | +0.07% | 减仓 |
| 26 | VB | Vanguard Small-cap ETF | 0% | +2.84% | 加仓 |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +2.57% | 加仓 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.99% | 加仓 |
| 29 | SCHF | Schwab Intl Equity ETF | 0% | +1.87% | 加仓 |
| 30 | SCHG | Schwab US Large-cap Growth | 0% | -4.76% | 减仓 |
| 31 | CSCO | Cisco Systems Inc | 0% | -1.04% | 减仓 |
| 32 | SCHW | Schwab (charles) CORP | 0% | -0.11% | 减仓 |
| 33 | SCHM | Schwab US Mid Cap ETF | 0% | +2.16% | 加仓 |
| 34 | MTB | M & T Bank CORP | — | +0.44% | 加仓 |
| 35 | HSY | Hershey Co/the | — | +2.00% | 加仓 |
| 36 | WFC | Wells Fargo & Co | — | -1.54% | 减仓 |
| 37 | WPC | Wp Carey Inc | 0% | +0.37% | 加仓 |
| 38 | VO | Vanguard Mid-cap ETF | 0% | -0.06% | 减仓 |
| 39 | LOW | Lowe's Cos Inc | 0% | +0.30% | 减仓 |
| 40 | PEP | Pepsico Inc | 0% | +0.71% | 加仓 |
| 41 | AOS | Smith (a.o.) CORP | -0.1% | +4.03% | 加仓 |
| 42 | WMT | Walmart Inc | -0.1% | +0.11% | 减仓 |
| 43 | LMT | Lockheed Martin CORP | -0.1% | +0.06% | 减仓 |
| 44 | PPL | Ppl CORP | -0.1% | +0.31% | 加仓 |
| 45 | GIS | General Mills Inc | -0.2% | -0.03% | 减仓 |
| 46 | BMY | Bristol-myers Squibb Co | -0.3% | -5.63% | 减仓 |
| 47 | DE | Deere & Co | -0.3% | -0.62% | 减仓 |
| 48 | MDLZ | Mondelez International Inc-a | -0.3% | -1.45% | 减仓 |
| 49 | IWD | Ishares Russell 1000 Value E | -0.4% | -16.86% | 减仓 |
| 50 | WM | Waste Management Inc | -0.5% | -0.71% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Berkshire Asset Management Llc/pa 在 Q3 2025 季度的美股持仓总市值约为 US$25.5亿，共申报了 297 个公开持股仓位。
在 Q3 2025 季度，Berkshire Asset Management Llc/pa 按市值排列的前三大核心持股分别为：JPM (4.7%)、MSFT (4.1%)、ABBV (3.7%)。其中最大持股仓位 JPM 占据整体投资组合约 4.7% 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。
本季最大获利了结 / 清仓标的
JPM
前期市值: US$9017.3万
在 Q3 2025 季度中，Berkshire Asset Management Llc/pa 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 23 个仓位、减仓 27 个仓位以及清仓 0 个仓位。
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。