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: 0001015086
申报总市值
US$70.6亿
US$70.6亿
455 檔
15.7%
Q1 2025 季度申报显示，Bradley Foster & Sargent Inc/ct 披露的美股组合总市值为 US$70.6亿，涵盖 455 个不同之权益投资仓位。
Bradley Foster & Sargent Inc/ct 在 Q1 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 73 档持股的同时，亦同步清仓 25 档并减仓 68 档标的。
在资产配置集中度方面，Bradley Foster & Sargent Inc/ct 的前 5 大核心持股（包含 MSFT, AAPL, JPM 等）合计占整体申报市值的 15.7%，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 455 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 | MSFT | Microsoft CORP | 股票-科技 | 4.90% | -0.19% | -0.60% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.27% | +0.20% | -1.71% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.20% | +0.10% | -5.21% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.84% | +0.58% | -5.89% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.73% | +0.13% | +2.04% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.53% | -0.14% | -0.76% | |
| 7 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.25% | -0.37% | +2.35% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.16% | -0.31% | -8.68% | |
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.16% | -0.88% | -0.84% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.07% | -0.08% | +19.23% | |
| 11 | DHR | Danaher CORP | 股票-医疗保健 | 2.04% | +0.60% | -4.06% | |
| 12 | FISV | Fiserv Inc | 股票-其他 | 2.04% | -0.03% | +5.69% | |
| 13 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.76% | -0.21% | +22.32% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.65% | +0.09% | -0.32% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.61% | -0.59% | +6.53% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.45% | +0.03% | -21.70% | |
| 17 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.41% | -0.04% | -5.28% | |
| 18 | DE | Deere & Co | 股票-工业 | 1.35% | +0.27% | -2.08% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.32% | -0.07% | -3.40% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.32% | -0.22% | -2.43% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.31% | +0.01% | -1.43% | |
| 22 | FWONK | Liberty Media Corp-formula-c | 股票-通信服务 | 1.27% | +0.05% | +18.09% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.25% | -0.13% | -0.89% | |
| 24 | APH | Amphenol Corp-cl A | 股票-科技 | 1.16% | +0.50% | -0.75% | |
| 25 | ADI | Analog Devices Inc | 股票-科技 | 1.16% | +0.18% | +4.45% | |
| 26 | COP | Conocophillips | 股票-能源 | 1.15% | -0.37% | +3.97% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | -0.07% | -2.24% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.05% | -0.11% | -7.05% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | +0.07% | -20.06% | |
| 30 | ICE | Intercontinental Exchange In | 股票-金融 | 0.99% | -0.14% | +10.71% | |
| 31 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.97% | -0.57% | -2.74% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.95% | -0.02% | -17.72% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.94% | -0.28% | -0.38% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | -0.16% | -2.70% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.83% | +0.03% | -1.28% | |
| 36 | NOC | Northrop Grumman CORP | 股票-工业 | 0.83% | -0.28% | -5.57% | |
| 37 | WWD | Woodward Inc | 股票-工业 | 0.82% | +0.04% | +117.29% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.77% | -0.02% | +0.61% | |
| 39 | RBC | RBC Bearings Inc | 股票-工业 | 0.76% | +0.06% | +0.57% | |
| 40 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.75% | -0.12% | +17.06% | |
| 41 | BALL | Ball CORP | 股票-周期性消费 | 0.72% | — | — | |
| 42 | AXP | American Express Co | 股票-金融 | 0.65% | +0.04% | +1.27% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.04% | -5.31% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.62% | +0.38% | +1.11% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.06% | -2.05% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.24% | -3.56% | |
| 47 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.58% | -0.13% | -4.38% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | +0.67% | +497.24% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | +0.04% | -3.35% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.49% | -0.01% | -21.21% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +1.4% | +5.69% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | -0.32% | 加仓 |
| 3 | ADI | Analog Devices Inc | +1.1% | +4.45% | 加仓 |
| 4 | NVDA | Nvidia CORP | +1% | -20.06% | 加仓 |
| 5 | INTU | Intuit Inc | +1% | -7.05% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | -0.76% | 加仓 |
| 7 | AEM | Agnico Eagle Mines LTD | +0.9% | -0.84% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.9% | -5.21% | 加仓 |
| 9 | ABT | Abbott Laboratories | +0.8% | +22.32% | 加仓 |
| 10 | MRSH | Marsh & Mclennan Cos | +0.7% | +2.35% | 加仓 |
| 11 | SHW | Sherwin-williams Co/the | +0.5% | -5.28% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.5% | +2.04% | 加仓 |
| 13 | APH | Amphenol Corp-cl A | +0.5% | -0.75% | 加仓 |
| 14 | GLD | Spdr Gold Shares | +0.5% | +6.53% | 加仓 |
| 15 | COP | Conocophillips | +0.4% | +3.97% | 加仓 |
| 16 | UNH | Unitedhealth Group Inc | +0.4% | -21.70% | 加仓 |
| 17 | CVX | Chevron CORP | +0.4% | -0.38% | 加仓 |
| 18 | GE | General Electric | +0.4% | +16.88% | 减仓 |
| 19 | UNP | Union Pacific CORP | +0.4% | -1.43% | 加仓 |
| 20 | AZO | Autozone Inc | +0.4% | -0.51% | 加仓 |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +497.24% | 加仓 |
| 22 | ISRG | Intuitive Surgical Inc | +0.3% | +4.32% | 加仓 |
| 23 | ABBV | Abbvie Inc | +0.3% | -1.28% | 加仓 |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.3% | -3.26% | 加仓 |
| 25 | IWF | Ishares Russell 1000 Growth | +0.3% | -0.94% | 加仓 |
| 26 | WMT | Walmart Inc | +0.3% | +23.02% | 加仓 |
| 27 | XOM | Exxon Mobil CORP | +0.2% | -2.24% | 加仓 |
| 28 | AAPL | Apple Inc | +0.2% | -1.71% | 减仓 |
| 29 | CB | Chubb Limited | +0.2% | -5.37% | 加仓 |
| 30 | LLY | Eli Lilly & Co | +0.2% | +23.64% | 加仓 |
| 31 | VB | Vanguard Small-cap ETF | +0.2% | -14.93% | 加仓 |
| 32 | ORCL | Oracle CORP | +0.2% | -2.05% | 加仓 |
| 33 | IBM | Intl Business Machines CORP | +0.2% | -0.36% | 加仓 |
| 34 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +5.80% | 加仓 |
| 35 | CARR | Carrier Global CORP | +0.2% | -1.92% | 加仓 |
| 36 | GDX | Vaneck Gold Miners ETF | +0.2% | +8.84% | 加仓 |
| 37 | V | Visa Inc-class A Shares | +0.2% | -0.70% | 加仓 |
| 38 | LECO | Lincoln Electric Holdings | +0.2% | -17.81% | 加仓 |
| 39 | ETN | Eaton Corporation plc | +0.2% | +25.91% | 加仓 |
| 40 | AXP | American Express Co | +0.2% | +1.27% | 加仓 |
| 41 | AMAT | Applied Materials Inc | +0.2% | -64.68% | 加仓 |
| 42 | FNV | Franco-nevada CORP | +0.2% | -0.27% | 加仓 |
| 43 | ADP | Automatic Data Processing | +0.1% | +0.61% | 加仓 |
| 44 | IWB | Ishares Russell 1000 ETF | +0.1% | -0.37% | 加仓 |
| 45 | SPGI | S&p Global Inc | +0.1% | -77.25% | 加仓 |
| 46 | BNY | Bank Of New York Mellon CORP | +0.1% | -0.98% | 加仓 |
| 47 | O | Realty Income CORP | +0.1% | +2.03% | 加仓 |
| 48 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -1.10% | 加仓 |
| 49 | CAT | Caterpillar Inc | +0.1% | +1.11% | 加仓 |
| 50 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.08% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bradley Foster & Sargent Inc/ct 在 Q1 2025 季度的美股持仓总市值约为 US$70.6亿，共申报了 455 个公开持股仓位。
在 Q1 2025 季度，Bradley Foster & Sargent Inc/ct 按市值排列的前三大核心持股分别为：MSFT (4.9%)、AAPL (4.3%)、JPM (4.2%)。其中最大持股仓位 MSFT 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
COST
市值: US$1.3亿
本季最大获利了结 / 清仓标的
前期市值: US$6665.3万
在 Q1 2025 季度中，Bradley Foster & Sargent Inc/ct 共进行了 199 项持仓异动，包含新建仓 33 个仓位、加仓 73 个仓位、减仓 68 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 COST。 本季清仓仓位包含 。
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。