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: 0001768065
申报总市值
US$2.2亿
US$2.2亿
102 檔
15.1%
根据最新整理的 13F 季度数据集，Brendel Financial Advisors LLC 于 Q3 2025 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 102 档美股持仓，呈现出该时期的主要投资地图。
Brendel Financial Advisors LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 36 个全新仓位及加仓 28 档持股的同时，亦同步清仓 25 档并减仓 30 档标的。
在资产配置集中度方面，Brendel Financial Advisors LLC 的前 5 大核心持股（包含 SHW, BAR, ABBV 等）合计占整体申报市值的 15.1%，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 | SHW | Sherwin-williams Co/the | 股票-原材料 | 5.95% | -0.63% | -0.25% | |
| 2 | BAR | Graniteshares Gold Trust | ETF-避险与商品 | 2.91% | -0.66% | -1.47% | |
| 3 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.72% | +0.23% | +248.41% | |
| 4 | CTAS | Cintas CORP | 股票-工业 | 2.60% | -0.13% | +1.34% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 2.58% | -0.44% | +1.38% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.51% | -0.16% | +3.55% | |
| 7 | AXP | American Express Co | 股票-金融 | 2.38% | -0.09% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.09% | +4.02% | |
| 9 | CAT | Caterpillar Inc | 股票-工业 | 2.28% | +1.08% | +2.67% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 2.27% | -1.53% | +539.97% | |
| 11 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.22% | -0.42% | +3.82% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.21% | -0.30% | +4.04% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.13% | +0.13% | +1.87% | |
| 14 | GD | General Dynamics CORP | 股票-工业 | 2.11% | -0.08% | +3.89% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | +0.04% | -0.59% | |
| 16 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.07% | -0.01% | +6.27% | |
| 17 | FAST | Fastenal Co | 股票-工业 | 2.00% | — | — | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 2.00% | +0.18% | -9.16% | |
| 19 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.96% | -1.25% | EXIT | |
| 20 | SPGI | S&p Global Inc | 股票-金融 | 1.95% | -0.02% | +1.39% | |
| 21 | AFL | Aflac Inc | 股票-金融 | 1.92% | +0.03% | +713.49% | |
| 22 | ITW | Illinois Tool Works | 股票-工业 | 1.86% | — | +1328.62% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.85% | +0.18% | -7.85% | |
| 24 | SWK | Stanley Black & Decker Inc | 股票-工业 | 1.77% | -1.58% | EXIT | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.74% | +0.27% | +10.72% | |
| 26 | NUE | Nucor CORP | 股票-原材料 | 1.73% | — | — | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 1.72% | -0.47% | +4.83% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.60% | +0.12% | +6.70% | |
| 29 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.58% | — | -16.35% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.57% | -0.39% | +4.57% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 1.55% | — | +5.06% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.49% | -0.03% | +6.45% | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.47% | — | +9.68% | |
| 34 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 1.44% | — | +7.98% | |
| 35 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.42% | — | -0.73% | |
| 36 | BPOP | Popular Inc | 股票-金融 | 1.37% | — | — | |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.34% | — | -2.26% | |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.28% | — | -6.05% | |
| 39 | CMI | Cummins Inc | 股票-工业 | 1.28% | +0.35% | — | |
| 40 | ARCC | Ares Capital CORP | 股票-金融 | 1.28% | -0.04% | +1.28% | |
| 41 | WMB | Williams Cos Inc | 股票-能源 | 1.25% | -0.04% | -4.66% | |
| 42 | PHM | Pultegroup Inc | 股票-周期性消费 | 1.24% | — | — | |
| 43 | PFE | Pfizer Inc | 股票-医疗保健 | 1.16% | -0.23% | +0.01% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.02% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -0.34% | -3.47% | |
| 46 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.64% | -0.02% | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | -0.12% | — | |
| 48 | IETC | Ishares U.s. Tech Independen | ETF-科技型 | 0.55% | — | — | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.54% | -0.04% | -75.42% | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.53% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +1.9% | +3.55% | 加仓 |
| 2 | IBM | Intl Business Machines CORP | +1.9% | +539.97% | 加仓 |
| 3 | ABBV | Abbvie Inc | +1.9% | +248.41% | 加仓 |
| 4 | CINF | Cincinnati Financial CORP | +1.8% | +6.27% | 加仓 |
| 5 | ITW | Illinois Tool Works | +1.7% | +1328.62% | 加仓 |
| 6 | PLTR | Palantir Technologies Inc-a | +1.7% | +3.82% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.8% | +1.87% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.6% | +10.72% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.4% | +4.02% | 加仓 |
| 10 | TSLA | Tesla Inc | +0.4% | -9.16% | 减仓 |
| 11 | META | Meta Platforms Inc-class A | +0.3% | +6.45% | 加仓 |
| 12 | NFLX | Netflix Inc | +0.2% | +4.83% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +6.70% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.2% | +2.22% | 加仓 |
| 15 | AAPL | Apple Inc | +0.1% | -7.85% | 加仓 |
| 16 | GLD | Spdr Gold Shares | +0.1% | +4.57% | 加仓 |
| 17 | BAR | Graniteshares Gold Trust | +0.1% | -1.47% | 减仓 |
| 18 | AXP | American Express Co | +0.1% | — | 减仓 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -0.59% | 减仓 |
| 20 | IBEX | IBEX Limited | 0% | -0.12% | 减仓 |
| 21 | GE | General Electric | 0% | — | 减仓 |
| 22 | WMT | Walmart Inc | 0% | +1.38% | 加仓 |
| 23 | RTX | Rtx CORP | 0% | +0.35% | 加仓 |
| 24 | PFXF | Vaneck Pref Sec X-financials | — | +7.98% | 加仓 |
| 25 | ADP | Automatic Data Processing | — | -88.27% | 加仓 |
| 26 | ENB | Enbridge Inc | 0% | — | 不变 |
| 27 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 28 | TRV | Travelers Cos Inc/the | 0% | — | 不变 |
| 29 | VTRS | Viatris Inc | 0% | — | 减仓 |
| 30 | BHB | Bar Harbor Bankshares | 0% | — | 加仓 |
| 31 | SO | Southern Co/the | 0% | — | 不变 |
| 32 | FTNT | Fortinet Inc | 0% | +18.70% | 加仓 |
| 33 | CTVA | Corteva Inc | 0% | -2.98% | 减仓 |
| 34 | CI | THE Cigna Group | 0% | — | 减仓 |
| 35 | PPG | Ppg Industries Inc | 0% | — | 不变 |
| 36 | OGE | Oge Energy CORP | -0.1% | — | 不变 |
| 37 | AEP | American Electric Power | -0.1% | -3.46% | 减仓 |
| 38 | MMM | 3m Co | -0.1% | -1.71% | 减仓 |
| 39 | ATO | Atmos Energy CORP | -0.1% | +3.71% | 加仓 |
| 40 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -83.27% | 减仓 |
| 41 | PEP | Pepsico Inc | -0.1% | -4.33% | 减仓 |
| 42 | GWW | Ww Grainger Inc | -0.1% | -86.32% | 减仓 |
| 43 | BKLN | Invesco Senior Loan ETF | -0.1% | +9.68% | 加仓 |
| 44 | AMP | Ameriprise Financial Inc | -0.1% | — | 不变 |
| 45 | NEE | Nextera Energy Inc | -0.1% | +4.04% | 加仓 |
| 46 | CVX | Chevron CORP | -0.1% | +1.23% | 加仓 |
| 47 | PG | Procter & Gamble Co/the | -0.2% | +0.04% | 减仓 |
| 48 | CARR | Carrier Global CORP | -0.2% | -3.37% | 减仓 |
| 49 | WMB | Williams Cos Inc | -0.2% | -4.66% | 减仓 |
| 50 | HYLS | Ft Tactical High Yield ETF | -0.2% | -0.73% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Brendel Financial Advisors LLC 在 Q3 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 102 个公开持股仓位。
在 Q3 2025 季度，Brendel Financial Advisors LLC 按市值排列的前三大核心持股分别为：SHW (6.0%)、BAR (2.9%)、ABBV (2.7%)。其中最大持股仓位 SHW 占据整体投资组合约 6.0% 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
CAT
市值: US$444.4万
本季最大获利了结 / 清仓标的
CB
前期市值: US$391.0万
在 Q3 2025 季度中，Brendel Financial Advisors LLC 共进行了 119 项持仓异动，包含新建仓 36 个仓位、加仓 28 个仓位、减仓 30 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 CAT。 本季清仓仓位包含 CB。
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。