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: 0001556218
申报总市值
US$32.9亿
US$32.9亿
291 檔
77.0%
Bollard Group LLC 在 Q4 2025 季度的美股仓位总计估值为 US$32.9亿，分散于 291 个持仓标的之中，反映其市场参与广度与投资规模。
Bollard Group LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 33 个全新仓位及加仓 49 档持股的同时，亦同步清仓 9 档并减仓 97 档标的。
在资产配置集中度方面，Bollard Group LLC 的前 5 大核心持股（包含 BSX, LLY, SPDR S&P 500 ETF TR 等）合计占整体申报市值的 77.0%，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 291 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 | BSX | Boston Scientific CORP | 股票-医疗保健 | 45.28% | -10.33% | -3.71% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.32% | +2.03% | -4.38% | |
| 3 | ✓ | Spdr S&p 500 ETF Tr | ETF-大型股与成长 | 4.84% | — | — | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.32% | +0.90% | -4.75% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.51% | +0.18% | -9.90% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.33% | +1.12% | -11.80% | |
| 7 | CAT | Caterpillar Inc | 股票-工业 | 2.87% | +2.81% | -11.59% | |
| 8 | SCCO | Southern Copper CORP | 股票-原材料 | 2.71% | +0.41% | -15.13% | |
| 9 | IT | Gartner Inc | 股票-科技 | 1.70% | -0.70% | -10.49% | |
| 10 | EPD | Enterprise Products Partners | 股票-能源 | 1.30% | +0.09% | -13.60% | |
| 11 | OKE | Oneok Inc | 股票-能源 | 1.15% | +0.07% | -30.56% | |
| 12 | AEP | American Electric Power | 股票-公用事业 | 1.13% | +0.29% | -29.71% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | +0.22% | -9.91% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 0.96% | +0.43% | -16.31% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.90% | +0.05% | -0.00% | |
| 16 | KKR | Kkr & Co Inc | 股票-金融 | 0.90% | +0.02% | +0.10% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 0.79% | -0.05% | -7.39% | |
| 18 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 0.78% | -1.15% | EXIT | |
| 19 | SO | Southern Co/the | 股票-公用事业 | 0.70% | +0.06% | -28.53% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | +0.16% | -7.90% | |
| 21 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.66% | +0.06% | -20.37% | |
| 22 | EMR | Emerson Electric Co | 股票-工业 | 0.60% | +0.14% | -25.95% | |
| 23 | DE | Deere & Co | 股票-工业 | 0.59% | +0.18% | -20.86% | |
| 24 | DUK | Duke Energy CORP | 股票-公用事业 | 0.55% | +0.03% | -22.46% | |
| 25 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.51% | +0.06% | -6.80% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.14% | -11.08% | |
| 27 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.49% | +0.02% | -21.40% | |
| 28 | MPLX | Mplx LP | 股票-能源 | 0.47% | +0.06% | -13.23% | |
| 29 | AAPL | Apple Inc | 股票-科技 | 0.42% | +0.10% | -9.02% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | +0.08% | -21.27% | |
| 31 | TSLA | Tesla Inc | 股票-周期性消费 | 0.39% | -0.08% | -14.88% | |
| 32 | PSX | Phillips 66 | 股票-能源 | 0.35% | -0.02% | -6.19% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.35% | +0.08% | -23.82% | |
| 34 | ET | Energy Transfer LP | 股票-能源 | 0.33% | +0.04% | -11.39% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.33% | -0.11% | -4.63% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.33% | -0.08% | -13.61% | |
| 37 | BP | Bp Plc-spons Adr | 股票-能源 | 0.31% | -0.09% | +0.17% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.27% | +0.09% | +12.28% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.26% | +0.07% | -31.45% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.26% | +0.07% | +0.44% | |
| 41 | VLO | Valero Energy CORP | 股票-能源 | 0.25% | +0.05% | -4.33% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.24% | +0.04% | -26.98% | |
| 43 | FE | Firstenergy CORP | 股票-公用事业 | 0.24% | -0.01% | -6.12% | |
| 44 | ENB | Enbridge Inc | 股票-能源 | 0.24% | +0.04% | -30.49% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.24% | +0.06% | -15.24% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.23% | +0.09% | -28.97% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.21% | -0.02% | -27.28% | |
| 48 | PLD | Prologis Inc | 股票-房地产 | 0.19% | +0.01% | -0.14% | |
| 49 | FTS | Fortis Inc | 股票-公用事业 | 0.19% | +0.02% | -12.67% | |
| 50 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.18% | +0.01% | -16.46% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.6% | -4.38% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | -11.80% | 减仓 |
| 3 | CAT | Caterpillar Inc | +0.3% | -11.59% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -4.75% | 减仓 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.2% | -0.00% | 减仓 |
| 6 | SCCO | Southern Copper CORP | +0.2% | -15.13% | 减仓 |
| 7 | MSGS | Madison Square Garden Sports | +0.1% | — | 不变 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.28% | 加仓 |
| 9 | TECX | Tectonic Therapeutic Inc | +0.1% | — | 不变 |
| 10 | WMT | Walmart Inc | +0.1% | -7.39% | 减仓 |
| 11 | GS | Goldman Sachs Group Inc | 0% | +0.44% | 加仓 |
| 12 | KKR | Kkr & Co Inc | 0% | +0.10% | 加仓 |
| 13 | PLD | Prologis Inc | 0% | -0.14% | 减仓 |
| 14 | BMY | Bristol-myers Squibb Co | 0% | -5.61% | 减仓 |
| 15 | NDAQ | Nasdaq Inc | 0% | +0.28% | 加仓 |
| 16 | SHEL | Shell Plc-adr | 0% | +24.36% | 加仓 |
| 17 | AAPL | Apple Inc | 0% | -9.02% | 减仓 |
| 18 | RTX | Rtx CORP | 0% | +0.22% | 加仓 |
| 19 | PAA | Plains All Amer Pipeline LP | 0% | -6.80% | 减仓 |
| 20 | BP | Bp Plc-spons Adr | 0% | +0.17% | 加仓 |
| 21 | MRK | Merck & Co. Inc. | 0% | -23.82% | 减仓 |
| 22 | GE | General Electric | 0% | +1747.67% | 加仓 |
| 23 | ICE | Intercontinental Exchange In | 0% | +21762.50% | 加仓 |
| 24 | BA | Boeing Co/the | 0% | +5358.33% | 加仓 |
| 25 | GEV | GE Vernova Inc | 0% | +1828.57% | 加仓 |
| 26 | XOM | Exxon Mobil CORP | 0% | +0.47% | 加仓 |
| 27 | RIO | Rio Tinto Plc-spon Adr | 0% | -3.05% | 减仓 |
| 28 | NTR | Nutrien LTD | 0% | -0.27% | 减仓 |
| 29 | BDX | Becton Dickinson And Co | 0% | +875.00% | 加仓 |
| 30 | MAR | Marriott International -cl A | 0% | +0.21% | 加仓 |
| 31 | BKH | Black Hills CORP | 0% | -1.46% | 减仓 |
| 32 | ACN | Accenture plc | 0% | -1.37% | 减仓 |
| 33 | VOR | Vor Biopharma Inc | 0% | +763.77% | 加仓 |
| 34 | ACRS | Aclaris Therapeutics Inc | 0% | -34.36% | 减仓 |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | +0.09% | 加仓 |
| 36 | NEE | Nextera Energy Inc | 0% | -3.13% | 减仓 |
| 37 | CLS | Celestica Inc | 0% | — | 不变 |
| 38 | TRGP | Targa Resources CORP | 0% | +0.08% | 加仓 |
| 39 | BSX | Boston Scientific CORP | — | -3.71% | 减仓 |
| 40 | COP | Conocophillips | — | -4.63% | 减仓 |
| 41 | HD | Home Depot Inc | — | +0.63% | 加仓 |
| 42 | MAS | Masco CORP | — | +0.49% | 加仓 |
| 43 | COST | Costco Wholesale CORP | — | +0.15% | 加仓 |
| 44 | PEP | Pepsico Inc | — | -6.91% | 减仓 |
| 45 | WMB | Williams Cos Inc | — | -0.31% | 减仓 |
| 46 | FDX | Fedex CORP | — | +0.62% | 加仓 |
| 47 | AMGN | Amgen Inc | — | +0.76% | 加仓 |
| 48 | DKNG | Draftkings Inc-cl A | — | — | 不变 |
| 49 | WY | Weyerhaeuser Co | — | -23.11% | 减仓 |
| 50 | RYN | Rayonier Inc | — | +2.27% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bollard Group LLC 在 Q4 2025 季度的美股持仓总市值约为 US$32.9亿，共申报了 291 个公开持股仓位。
在 Q4 2025 季度，Bollard Group LLC 按市值排列的前三大核心持股分别为：BSX (45.3%)、LLY (5.3%)、SPDR S&P 500 ETF TR (4.8%)。其中最大持股仓位 BSX 占据整体投资组合约 45.3% 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
SPDR S&P 500 ETF TR
市值: US$1.9亿
本季最大获利了结 / 清仓标的
SPY
前期市值: US$2.1亿
在 Q4 2025 季度中，Bollard Group LLC 共进行了 188 项持仓异动，包含新建仓 33 个仓位、加仓 49 个仓位、减仓 97 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 SPDR S&P 500 ETF TR。 本季清仓仓位包含 SPY。
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。