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
100 檔
15.7%
在 Q4 2025 申报期间，Brendel Financial Advisors LLC（CIK: 0001768065）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$2.2亿，共持有 100 个公开申报仓位。
Brendel Financial Advisors LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 36 档持股的同时，亦同步清仓 18 档并减仓 33 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, WMT 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。
| # | 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 | 5.31% | -0.63% | -0.37% | |
| 2 | BAR | Graniteshares Gold Trust | ETF-避险与商品 | 3.10% | -0.66% | -0.63% | |
| 3 | WMT | Walmart Inc | 股票-非周期性消费 | 2.77% | -0.44% | +3.86% | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.77% | -0.16% | +3.08% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.69% | +0.23% | +4.65% | |
| 6 | CAT | Caterpillar Inc | 股票-工业 | 2.59% | +1.08% | -1.31% | |
| 7 | AXP | American Express Co | 股票-金融 | 2.54% | -0.09% | — | |
| 8 | CTAS | Cintas CORP | 股票-工业 | 2.48% | -0.13% | +8.66% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.38% | -1.53% | +3.96% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.35% | -0.30% | +4.37% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | -0.09% | +2.89% | |
| 12 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.15% | -0.01% | +4.72% | |
| 13 | NUE | Nucor CORP | 股票-原材料 | 2.10% | — | +5.20% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.08% | +0.27% | -3.04% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.07% | -0.42% | +0.16% | |
| 16 | GD | General Dynamics CORP | 股票-工业 | 2.07% | -0.08% | +3.90% | |
| 17 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.07% | +0.17% | — | |
| 18 | SPGI | S&p Global Inc | 股票-金融 | 2.07% | -0.02% | +3.22% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | +0.04% | -0.01% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 2.03% | +0.13% | -0.51% | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 1.96% | +0.18% | +1.43% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 1.92% | +0.18% | +1.23% | |
| 23 | CB | Chubb Limited | 股票-金融 | 1.91% | -0.03% | — | |
| 24 | WST | West Pharmaceutical Services | 股票-医疗保健 | 1.84% | +1.98% | NEW | |
| 25 | NDSN | Nordson CORP | 股票-工业 | 1.79% | +0.11% | — | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.72% | -0.39% | +2.67% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.70% | +0.12% | +5.44% | |
| 28 | AA | Alcoa CORP | 股票-原材料 | 1.68% | -1.60% | EXIT | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 1.58% | — | +1.88% | |
| 30 | CMI | Cummins Inc | 股票-工业 | 1.54% | +0.35% | +3.74% | |
| 31 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.49% | — | +9.75% | |
| 32 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.48% | — | — | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.45% | — | +2.23% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.43% | -0.03% | +10.98% | |
| 35 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 1.42% | — | +3.56% | |
| 36 | FSLR | First Solar Inc | 股票-科技 | 1.41% | — | +976.94% | |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.41% | — | +15.60% | |
| 38 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.38% | — | +8.70% | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 1.37% | -0.47% | +958.09% | |
| 40 | TER | Teradyne Inc | 股票-科技 | 1.29% | — | — | |
| 41 | ARCC | Ares Capital CORP | 股票-金融 | 1.27% | -0.04% | +4.81% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.23% | — | — | |
| 43 | WM | Waste Management Inc | 股票-工业 | 1.16% | — | — | |
| 44 | PFE | Pfizer Inc | 股票-医疗保健 | 1.08% | -0.23% | -0.58% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.34% | +0.27% | |
| 46 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.72% | -0.02% | +16.67% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.48% | — | -6.51% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.48% | -0.04% | +0.60% | |
| 49 | IYZ | Ishares US Telecommunication | ETF-其他 | 0.47% | +0.49% | NEW | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | -0.12% | -11.51% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FSLR | First Solar Inc | +1.3% | +976.94% | 加仓 |
| 2 | NUE | Nucor CORP | +0.4% | +5.20% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -3.04% | 减仓 |
| 4 | CAT | Caterpillar Inc | +0.3% | -1.31% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +3.08% | 加仓 |
| 6 | CMI | Cummins Inc | +0.3% | +3.74% | 加仓 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | — | 不变 |
| 8 | BAR | Graniteshares Gold Trust | +0.2% | -0.63% | 减仓 |
| 9 | WMT | Walmart Inc | +0.2% | +3.86% | 加仓 |
| 10 | AXP | American Express Co | +0.2% | — | 不变 |
| 11 | GLD | Spdr Gold Shares | +0.2% | +2.67% | 加仓 |
| 12 | NEE | Nextera Energy Inc | +0.1% | +4.37% | 加仓 |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +15.60% | 加仓 |
| 14 | SPGI | S&p Global Inc | +0.1% | +3.22% | 加仓 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +3.96% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +5.44% | 加仓 |
| 17 | CINF | Cincinnati Financial CORP | +0.1% | +4.72% | 加仓 |
| 18 | AMP | Ameriprise Financial Inc | +0.1% | +16.67% | 加仓 |
| 19 | AAPL | Apple Inc | +0.1% | +1.23% | 加仓 |
| 20 | HYLS | Ft Tactical High Yield ETF | +0.1% | +9.75% | 加仓 |
| 21 | DOV | Dover CORP | +0.1% | -0.42% | 减仓 |
| 22 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +8.70% | 加仓 |
| 23 | CHRW | C.h. Robinson Worldwide Inc | 0% | +2.15% | 加仓 |
| 24 | AVGO | Broadcom Inc | 0% | +1.88% | 加仓 |
| 25 | XOM | Exxon Mobil CORP | 0% | +0.27% | 加仓 |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +0.43% | 加仓 |
| 27 | EMR | Emerson Electric Co | 0% | +22.82% | 加仓 |
| 28 | RTX | Rtx CORP | 0% | -0.23% | 减仓 |
| 29 | NEM | Newmont CORP | 0% | -8.13% | 减仓 |
| 30 | CLS | Celestica Inc | 0% | -8.72% | 减仓 |
| 31 | VTRS | Viatris Inc | 0% | — | 不变 |
| 32 | BAC | Bank Of America CORP | 0% | +5.06% | 加仓 |
| 33 | MMM | 3m Co | — | -0.04% | 减仓 |
| 34 | BNY | Bank Of New York Mellon CORP | — | -1.32% | 减仓 |
| 35 | GS | Goldman Sachs Group Inc | — | -6.12% | 减仓 |
| 36 | RKLB | Rocket Lab CORP | — | -29.65% | 减仓 |
| 37 | GWW | Ww Grainger Inc | — | -5.03% | 减仓 |
| 38 | ARCC | Ares Capital CORP | 0% | +4.81% | 加仓 |
| 39 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 40 | APH | Amphenol Corp-cl A | 0% | -4.52% | 减仓 |
| 41 | TRV | Travelers Cos Inc/the | 0% | — | 不变 |
| 42 | IBEX | IBEX Limited | 0% | +3.30% | 加仓 |
| 43 | PPG | Ppg Industries Inc | 0% | — | 不变 |
| 44 | CTVA | Corteva Inc | 0% | -2.53% | 减仓 |
| 45 | GE | General Electric | 0% | — | 不变 |
| 46 | PEP | Pepsico Inc | 0% | — | 不变 |
| 47 | ED | Consolidated Edison Inc | 0% | — | 不变 |
| 48 | FLEX | Flex Ltd. | 0% | -4.48% | 减仓 |
| 49 | AEP | American Electric Power | 0% | -2.06% | 减仓 |
| 50 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.58% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Brendel Financial Advisors LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 100 个公开持股仓位。
在 Q4 2025 季度，Brendel Financial Advisors LLC 按市值排列的前三大核心持股分别为：SHW (5.3%)、BAR (3.1%)、WMT (2.8%)。其中最大持股仓位 SHW 占据整体投资组合约 5.3% 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
EXPD
市值: US$421.3万
本季最大获利了结 / 清仓标的
FAST
前期市值: US$390.2万
在 Q4 2025 季度中，Brendel Financial Advisors LLC 共进行了 103 项持仓异动，包含新建仓 16 个仓位、加仓 36 个仓位、减仓 33 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 EXPD。 本季清仓仓位包含 FAST。
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。