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
261 檔
16.8%
在 Q4 2025 申报期间，Berkshire Asset Management Llc/pa（CIK: 0000949012）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$25.5亿，共持有 261 个公开申报仓位。
在 Q4 2025，Berkshire Asset Management Llc/pa 展现出较为审慎的避险与获利了结姿态。本季共减仓 8 个仓位并完全清仓 22 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，Berkshire Asset Management Llc/pa 的前 5 大核心持股（包含 , MSFT, 等）合计占整体申报市值的 16.8%，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 261 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 | ✓ | 股票-其他 | 4.93% | — | — | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.22% | -1.70% | |
| 3 | ✓ | 股票-其他 | 3.78% | — | — | ||
| 4 | AAPL | Apple Inc | 股票-科技 | 3.26% | +0.13% | -2.33% | |
| 5 | ✓ | 股票-其他 | 2.93% | — | — | ||
| 6 | BAC | Bank Of America CORP | 股票-金融 | 2.83% | +0.18% | -1.53% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 2.62% | -0.93% | -1.48% | |
| 8 | NUE | Nucor CORP | 股票-原材料 | 2.57% | +0.55% | -0.60% | |
| 9 | ✓ | 股票-其他 | 2.51% | — | — | ||
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.28% | -0.13% | -0.96% | |
| 11 | ✓ | 股票-其他 | 2.27% | — | — | ||
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 2.25% | +0.53% | -1.24% | |
| 13 | ✓ | 股票-其他 | 2.13% | — | — | ||
| 14 | NSC | Norfolk Southern CORP | 股票-工业 | 1.99% | +0.01% | -0.63% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.91% | -0.34% | +0.29% | |
| 16 | EMR | Emerson Electric Co | 股票-工业 | 1.84% | — | -12.17% | |
| 17 | PNC | Pnc Financial Services Group | 股票-金融 | 1.82% | +0.15% | -0.42% | |
| 18 | HON | Honeywell International Inc | 股票-工业 | 1.78% | -2.09% | EXIT | |
| 19 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.78% | -0.14% | -1.35% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.77% | -0.50% | -3.62% | |
| 21 | ✓ | 股票-其他 | 1.76% | — | — | ||
| 22 | ✓ | 股票-其他 | 1.75% | — | — | ||
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.72% | -0.26% | -0.85% | |
| 24 | ✓ | 股票-其他 | 1.71% | — | — | ||
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.66% | -0.23% | -1.43% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.60% | -0.21% | -0.58% | |
| 27 | ✓ | 股票-其他 | 1.47% | — | — | ||
| 28 | DE | Deere & Co | 股票-工业 | 1.46% | +0.07% | +1.01% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.42% | -0.09% | -3.52% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.38% | -0.19% | +7.04% | |
| 31 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.36% | -0.04% | -0.49% | |
| 32 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.33% | -0.11% | -4.64% | |
| 33 | ✓ | 股票-其他 | 1.22% | — | — | ||
| 34 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.17% | -0.28% | -1.19% | |
| 35 | ✓ | 股票-其他 | 1.16% | — | — | ||
| 36 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.14% | -0.11% | +0.05% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.14% | +0.09% | +2.83% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.10% | -0.23% | -0.42% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.97% | -0.04% | -0.23% | |
| 40 | ✓ | 股票-其他 | 0.93% | — | — | ||
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.90% | +0.11% | +1.92% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.82% | +0.03% | +1.05% | |
| 43 | GIS | General Mills Inc | 股票-非周期性消费 | 0.82% | -0.54% | -3.79% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | +0.02% | -0.26% | |
| 45 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.70% | +0.03% | -1.66% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.64% | +0.03% | -27.10% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.59% | +0.03% | -7.60% | |
| 48 | ✓ | 股票-其他 | 0.52% | — | — | ||
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | -0.04% | -0.74% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | -0.04% | -1.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NUE | Nucor CORP | +0.5% | -0.60% | 减仓 |
| 2 | BMY | Bristol-myers Squibb Co | +0.3% | +7.04% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.3% | -0.96% | 减仓 |
| 4 | HON | Honeywell International Inc | -0.1% | -3.17% | 减仓 |
| 5 | EMR | Emerson Electric Co | -0.2% | -12.17% | 减仓 |
| 6 | VB | Vanguard Small-cap ETF | -0.2% | -27.10% | 减仓 |
| 7 | MSFT | Microsoft CORP | -0.2% | -1.70% | 减仓 |
| 8 | MDLZ | Mondelez International Inc-a | -0.2% | -4.64% | 减仓 |
| 9 | LEN | Lennar Corp-a | -0.3% | -0.49% | 减仓 |
| 10 | ✓ | — | NEW | 新建仓 | |
| 11 | JPM | Jpmorgan Chase & Co | — | EXIT | 清仓 |
| 12 | ABBV | Abbvie Inc | — | EXIT | 清仓 |
| 13 | ✓ | — | NEW | 新建仓 | |
| 14 | ✓ | — | NEW | 新建仓 | |
| 15 | CSCO | Cisco Systems Inc | — | EXIT | 清仓 |
| 16 | ✓ | — | NEW | 新建仓 | |
| 17 | TEL | TE Connectivity plc | — | EXIT | 清仓 |
| 18 | ✓ | — | NEW | 新建仓 | |
| 19 | WM | Waste Management Inc | — | EXIT | 清仓 |
| 20 | MTB | M & T Bank CORP | — | EXIT | 清仓 |
| 21 | ✓ | — | NEW | 新建仓 | |
| 22 | DELL | Dell Technologies -c | — | EXIT | 清仓 |
| 23 | PPL | Ppl CORP | — | EXIT | 清仓 |
| 24 | ✓ | — | NEW | 新建仓 | |
| 25 | ✓ | — | NEW | 新建仓 | |
| 26 | ✓ | — | NEW | 新建仓 | |
| 27 | CB | Chubb Limited | — | EXIT | 清仓 |
| 28 | KMI | Kinder Morgan, Inc. | — | EXIT | 清仓 |
| 29 | ✓ | — | NEW | 新建仓 | |
| 30 | EOG | Eog Resources Inc | — | EXIT | 清仓 |
| 31 | ✓ | — | NEW | 新建仓 | |
| 32 | ✓ | — | NEW | 新建仓 | |
| 33 | WPC | Wp Carey Inc | — | EXIT | 清仓 |
| 34 | ✓ | — | NEW | 新建仓 | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | — | EXIT | 清仓 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清仓 |
| 37 | ✓ | — | NEW | 新建仓 | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | — | EXIT | 清仓 |
| 39 | COP | Conocophillips | — | EXIT | 清仓 |
| 40 | ✓ | — | NEW | 新建仓 | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | — | EXIT | 清仓 |
| 42 | ✓ | — | NEW | 新建仓 | |
| 43 | AVGO | Broadcom Inc | — | EXIT | 清仓 |
| 44 | ✓ | — | NEW | 新建仓 | |
| 45 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | MDT | Medtronic plc | — | EXIT | 清仓 |
| 48 | GOOG | Alphabet Inc-cl C | — | EXIT | 清仓 |
| 49 | SPTS | Ss Spdr P St Term Tsy ETF | — | EXIT | 清仓 |
| 50 | ✓ | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Berkshire Asset Management Llc/pa 在 Q4 2025 季度的美股持仓总市值约为 US$25.5亿，共申报了 261 个公开持股仓位。
在 Q4 2025 季度，Berkshire Asset Management Llc/pa 按市值排列的前三大核心持股分别为： (4.9%)、MSFT (3.9%)、 (3.8%)。其中最大持股仓位 占据整体投资组合约 4.9% 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
市值: US$1.1亿
本季最大获利了结 / 清仓标的
JPM
前期市值: US$1.1亿
在 Q4 2025 季度中，Berkshire Asset Management Llc/pa 共进行了 50 项持仓异动，包含新建仓 19 个仓位、加仓 1 个仓位、减仓 8 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 JPM。
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。