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: 0001007295
申报总市值
US$82.2亿
US$82.2亿
409 檔
20.3%
根据最新整理的 13F 季度数据集，Bridges Investment Management Inc 于 Q2 2025 结束时的管理资产规模为 US$82.2亿。该机构在本季度申报了 409 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Bridges Investment Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Bridges Investment Management Inc 的前 5 大核心持股（包含 MSFT, AMZN, AAPL 等）合计占整体申报市值的 20.3%，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 409 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 | 6.29% | -0.44% | -0.85% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.36% | +0.06% | +3.93% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.24% | -0.10% | -7.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.84% | +0.18% | +0.78% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.81% | +0.30% | -1.34% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.76% | -0.38% | -1.80% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.31% | -0.08% | -0.37% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 3.00% | -0.21% | +0.03% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.50% | -0.10% | -2.70% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.37% | +0.01% | -1.85% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.16% | — | +2.01% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.14% | +0.15% | +1.04% | |
| 13 | UNP | Union Pacific CORP | 股票-工业 | 2.09% | -0.36% | -0.35% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | -0.02% | -0.22% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.01% | +0.03% | -1.78% | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.93% | +1.38% | -0.69% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.84% | -0.15% | +6.89% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.62% | +0.19% | +5.99% | |
| 19 | ODFL | Old Dominion Freight Line | 股票-工业 | 1.51% | -0.01% | +0.71% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | +0.47% | -1.71% | |
| 21 | PGR | Progressive CORP | 股票-金融 | 1.46% | -0.03% | -0.44% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.43% | -0.14% | -0.47% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.28% | +0.10% | +7.12% | |
| 24 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.27% | -0.14% | +0.72% | |
| 25 | BLK | Blackrock Inc | 股票-金融 | 1.23% | -0.10% | -1.44% | |
| 26 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.21% | -0.03% | -0.52% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.18% | +0.03% | -3.67% | |
| 28 | LAD | Lithia Motors Inc | 股票-周期性消费 | 1.17% | +0.02% | +5.87% | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.11% | -0.25% | +0.12% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.99% | +0.01% | -2.24% | |
| 31 | ICE | Intercontinental Exchange In | 股票-金融 | 0.95% | -0.25% | -1.16% | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 0.92% | -0.03% | -0.36% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.91% | +0.03% | -0.17% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.90% | +0.07% | -0.61% | |
| 35 | CTAS | Cintas CORP | 股票-工业 | 0.81% | -0.06% | -1.27% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.79% | -0.16% | +2.41% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.75% | -0.28% | -0.95% | |
| 38 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.72% | +0.13% | +32.62% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | -0.01% | -0.63% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.71% | -0.04% | -4.00% | |
| 41 | URI | United Rentals Inc | 股票-工业 | 0.69% | +0.49% | +14.36% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | -0.10% | -0.47% | |
| 43 | KLAC | Kla CORP | 股票-科技 | 0.62% | +1.00% | -0.95% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.59% | -0.38% | -0.19% | |
| 45 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.56% | -0.38% | -1.51% | |
| 46 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.56% | -0.07% | +1.98% | |
| 47 | ALC | Alcon Inc. | 股票-医疗保健 | 0.53% | -0.08% | -0.64% | |
| 48 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.52% | -0.11% | +0.84% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.51% | -0.01% | -2.25% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.51% | +0.11% | +67.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | -0.85% | 减仓 |
| 2 | NVDA | Nvidia CORP | +0.9% | -0.37% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.5% | -1.71% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +3.93% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +6.89% | 加仓 |
| 6 | CDNS | Cadence Design Sys Inc | +0.2% | +32.62% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.34% | 减仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -0.22% | 减仓 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | -0.69% | 减仓 |
| 10 | SYK | Stryker CORP | +0.2% | +67.02% | 加仓 |
| 11 | NOW | Servicenow Inc | +0.2% | -0.36% | 减仓 |
| 12 | BWXT | Bwx Technologies Inc | +0.2% | +1.98% | 加仓 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.99% | 加仓 |
| 14 | LAD | Lithia Motors Inc | +0.2% | +5.87% | 加仓 |
| 15 | URI | United Rentals Inc | +0.2% | +14.36% | 加仓 |
| 16 | CASY | Casey's General Stores Inc | +0.1% | -0.52% | 减仓 |
| 17 | KLAC | Kla CORP | +0.1% | -0.95% | 减仓 |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.01% | 加仓 |
| 19 | FND | Floor & Decor Holdings Inc-a | +0.1% | +44.03% | 加仓 |
| 20 | ULTA | Ulta Beauty Inc | +0.1% | +0.84% | 加仓 |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.85% | 减仓 |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | -3.67% | 减仓 |
| 23 | APH | Amphenol Corp-cl A | +0.1% | -2.63% | 减仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -0.61% | 减仓 |
| 25 | INTU | Intuit Inc | +0.1% | -2.00% | 减仓 |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | +24.40% | 加仓 |
| 27 | ISRG | Intuitive Surgical Inc | 0% | +0.72% | 加仓 |
| 28 | BLK | Blackrock Inc | 0% | -1.44% | 减仓 |
| 29 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.63% | 减仓 |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.78% | 加仓 |
| 31 | WFC | Wells Fargo & Co | 0% | -4.00% | 减仓 |
| 32 | USB | US Bancorp | — | -0.17% | 减仓 |
| 33 | CTAS | Cintas CORP | — | -1.27% | 减仓 |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | +1.04% | 加仓 |
| 35 | CVX | Chevron CORP | -0.1% | +0.30% | 加仓 |
| 36 | AMT | American Tower CORP | -0.1% | -29.00% | 减仓 |
| 37 | PEP | Pepsico Inc | -0.1% | -2.87% | 减仓 |
| 38 | ABBV | Abbvie Inc | -0.1% | -1.07% | 减仓 |
| 39 | MA | Mastercard Inc - A | -0.1% | +0.03% | 加仓 |
| 40 | LOW | Lowe's Cos Inc | -0.1% | +0.12% | 加仓 |
| 41 | CHE | Chemed CORP | -0.2% | +0.69% | 加仓 |
| 42 | CPRT | Copart Inc | -0.2% | -11.73% | 减仓 |
| 43 | PGR | Progressive CORP | -0.2% | -0.44% | 减仓 |
| 44 | UNP | Union Pacific CORP | -0.2% | -0.35% | 减仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | +2.41% | 加仓 |
| 46 | ATR | Aptargroup Inc | -0.4% | -82.87% | 减仓 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -2.70% | 减仓 |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.7% | -1.80% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.9% | +7.12% | 加仓 |
| 50 | AAPL | Apple Inc | -1% | -7.20% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bridges Investment Management Inc 在 Q2 2025 季度的美股持仓总市值约为 US$82.2亿，共申报了 409 个公开持股仓位。
在 Q2 2025 季度，Bridges Investment Management Inc 按市值排列的前三大核心持股分别为：MSFT (6.3%)、AMZN (4.4%)、AAPL (4.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.3% 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。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$3.7亿
在 Q2 2025 季度中，Bridges Investment Management Inc 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 21 个仓位、减仓 29 个仓位以及清仓 0 个仓位。
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。