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: 0001632118
申报总市值
US$2.3亿
US$2.3亿
31 檔
49.0%
在 Q1 2025 的 13F 官方备案中，Bontempo Ohly Capital Mgmt LLC 管理的美股投资组合规模来到 US$2.3亿，整体持股档数为 31 档。
Bontempo Ohly Capital Mgmt LLC 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 10 档持股的同时，亦同步清仓 11 档并减仓 9 档标的。
在资产配置集中度方面，Bontempo Ohly Capital Mgmt LLC 的前 5 大核心持股（包含 EFA, IVV, DG 等）合计占整体申报市值的 49.0%，反映机构在主要关键仓位上的权重分布。
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 25.45% | +0.26% | +2.59% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 23.02% | +2.03% | -14.71% | |
| 3 | DG | Dollar General CORP | 股票-非周期性消费 | 2.39% | — | — | |
| 4 | PAYX | Paychex Inc | 股票-科技 | 2.34% | +0.02% | -5.91% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.33% | -0.04% | +88.41% | |
| 6 | ADP | Automatic Data Processing | 股票-科技 | 2.32% | +0.08% | +1268.17% | |
| 7 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.32% | +0.02% | +0.98% | |
| 8 | NOC | Northrop Grumman CORP | 股票-工业 | 2.30% | — | — | |
| 9 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.29% | -0.57% | +6.54% | |
| 10 | FAST | Fastenal Co | 股票-工业 | 2.27% | -0.05% | -7.74% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.24% | — | -3.59% | |
| 12 | BR | Broadridge Financial Solutio | 股票-科技 | 2.20% | -0.29% | — | |
| 13 | GRMN | Garmin Ltd. | 股票-科技 | 2.17% | — | -35.76% | |
| 14 | GD | General Dynamics CORP | 股票-工业 | 2.15% | -0.06% | +5.39% | |
| 15 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.12% | -0.49% | — | |
| 16 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.11% | -0.14% | -1.26% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 2.03% | -0.05% | — | |
| 18 | GIS | General Mills Inc | 股票-非周期性消费 | 1.99% | -0.21% | +9.73% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 1.97% | +1.00% | -4.77% | |
| 20 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.96% | -0.23% | -5.92% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.93% | +0.02% | — | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.93% | — | -20.23% | |
| 23 | TGT | Target CORP | 股票-周期性消费 | 1.55% | -0.02% | +7.59% | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 1.48% | -0.04% | +18.97% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.39% | -0.44% | +6.72% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.32% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | -0.10% | — | |
| 28 | SD2 | Sandy Spring Bancorp Inc | 股票-其他 | 0.59% | — | — | |
| 29 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.19% | +0.02% | — | |
| 30 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.18% | -0.11% | EXIT | |
| 31 | PNC | Pnc Financial Services Group | 股票-金融 | 0.14% | +0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DG | Dollar General CORP | +2.4% | NEW | 新建仓 |
| 2 | NOC | Northrop Grumman CORP | +2.3% | NEW | 新建仓 |
| 3 | EFA | Ishares Msci Eafe ETF | +2.3% | +2.59% | 加仓 |
| 4 | BR | Broadridge Financial Solutio | +2.2% | NEW | 新建仓 |
| 5 | ADP | Automatic Data Processing | +2.2% | +1268.17% | 加仓 |
| 6 | HSY | Hershey Co/the | +2.1% | NEW | 新建仓 |
| 7 | ITW | Illinois Tool Works | +2% | NEW | 新建仓 |
| 8 | MRK | Merck & Co. Inc. | +1.9% | NEW | 新建仓 |
| 9 | MCD | Mcdonald's CORP | +1.3% | NEW | 新建仓 |
| 10 | PG | Procter & Gamble Co/the | +1.3% | NEW | 新建仓 |
| 11 | JNJ | Johnson & Johnson | +1.2% | +88.41% | 加仓 |
| 12 | AMGN | Amgen Inc | +0.4% | +18.97% | 加仓 |
| 13 | VZ | Verizon Communications Inc | +0.4% | +6.54% | 加仓 |
| 14 | KO | Coca-cola Co/the | +0.3% | +0.98% | 加仓 |
| 15 | CVX | Chevron CORP | +0.3% | +6.72% | 加仓 |
| 16 | GD | General Dynamics CORP | +0.2% | +5.39% | 加仓 |
| 17 | PAYX | Paychex Inc | +0.1% | -5.91% | 减仓 |
| 18 | GIS | General Mills Inc | 0% | +9.73% | 加仓 |
| 19 | BSX | Boston Scientific CORP | 0% | — | 不变 |
| 20 | CSCO | Cisco Systems Inc | 0% | -3.59% | 减仓 |
| 21 | APD | Air Products & Chemicals Inc | 0% | -1.26% | 减仓 |
| 22 | PNC | Pnc Financial Services Group | 0% | — | 不变 |
| 23 | AMZN | Amazon.com Inc | 0% | — | 不变 |
| 24 | FAST | Fastenal Co | 0% | -7.74% | 减仓 |
| 25 | EGBN | Eagle Bancorp Inc | -0.1% | EXIT | 清仓 |
| 26 | SD2 | Sandy Spring Bancorp Inc | -0.1% | — | 不变 |
| 27 | SOLV | Solventum CORP | -0.2% | EXIT | 清仓 |
| 28 | TXN | Texas Instruments Inc | -0.2% | -4.77% | 减仓 |
| 29 | IBM | Intl Business Machines CORP | -0.2% | -20.23% | 减仓 |
| 30 | LOW | Lowe's Cos Inc | -0.3% | -5.92% | 减仓 |
| 31 | TGT | Target CORP | -0.3% | +7.59% | 加仓 |
| 32 | WBA | Walgreens Boots Alliance Inc | -0.7% | EXIT | 清仓 |
| 33 | GRMN | Garmin Ltd. | -1.1% | -35.76% | 减仓 |
| 34 | CVS | Cvs Health CORP | -1.2% | EXIT | 清仓 |
| 35 | DOW | Dow Inc | -1.4% | EXIT | 清仓 |
| 36 | MMM | 3m Co | -1.5% | EXIT | 清仓 |
| 37 | CMCSA | Comcast Corp-class A | -1.8% | EXIT | 清仓 |
| 38 | HRL | Hormel Foods CORP | -1.9% | EXIT | 清仓 |
| 39 | TSN | Tyson Foods Inc-cl A | -2% | EXIT | 清仓 |
| 40 | LMT | Lockheed Martin CORP | -2.1% | EXIT | 清仓 |
| 41 | CLX | Clorox Company | -2.2% | EXIT | 清仓 |
| 42 | IVV | Ishares Core S&p 500 ETF | -5.5% | -14.71% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bontempo Ohly Capital Mgmt LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 31 个公开持股仓位。
在 Q1 2025 季度，Bontempo Ohly Capital Mgmt LLC 按市值排列的前三大核心持股分别为：EFA (25.4%)、IVV (23.0%)、DG (2.4%)。其中最大持股仓位 EFA 占据整体投资组合约 25.4% 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
DG
市值: US$495.8万
本季最大获利了结 / 清仓标的
CLX
前期市值: US$459.4万
在 Q1 2025 季度中，Bontempo Ohly Capital Mgmt LLC 共进行了 38 项持仓异动，包含新建仓 8 个仓位、加仓 10 个仓位、减仓 9 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 DG。 本季清仓仓位包含 CLX。
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。