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: 0001730126
申报总市值
US$4.0亿
US$4.0亿
102 檔
33.7%
在 Q3 2025 申报期间，Buckley Wealth Management, LLC（CIK: 0001730126）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$4.0亿，共持有 102 个公开申报仓位。
Buckley Wealth Management, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 14 档持股的同时，亦同步清仓 3 档并减仓 25 档标的。
在资产配置集中度方面，Buckley Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合计占整体申报市值的 33.7%，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 | AAPL | Apple Inc | 股票-科技 | 10.91% | +0.95% | -0.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.67% | +0.06% | -1.58% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.89% | +1.33% | +3.20% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.75% | +0.27% | +6.21% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 5.09% | -1.45% | -0.80% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.05% | +0.35% | -0.85% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.53% | +0.44% | -0.46% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.39% | -4.62% | EXIT | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.30% | -0.46% | +31.51% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.03% | +0.01% | -1.92% | |
| 11 | AMGN | Amgen Inc | 股票-医疗保健 | 2.56% | -0.03% | -0.44% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.46% | +0.04% | +2.75% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 2.43% | +0.92% | -1.35% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.58% | — | +8.43% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.43% | +0.21% | -2.05% | |
| 16 | IDA | Idacorp Inc | 股票-公用事业 | 1.38% | +0.03% | -2.56% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.28% | +0.43% | -3.24% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.20% | +0.49% | -0.44% | |
| 19 | MMM | 3m Co | 股票-工业 | 1.15% | +0.09% | -0.91% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.15% | +0.04% | -0.58% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.03% | +0.10% | -0.59% | |
| 22 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.91% | -0.37% | EXIT | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.87% | +0.16% | -14.70% | |
| 24 | T | At&t Inc | 股票-通信服务 | 0.77% | -0.16% | -1.56% | |
| 25 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.73% | -0.07% | -6.55% | |
| 26 | PFE | Pfizer Inc | 股票-医疗保健 | 0.71% | -0.16% | +6.30% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | — | -1.03% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.59% | -0.03% | -3.62% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.55% | -0.11% | +5.79% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | — | +0.12% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.48% | — | -1.29% | |
| 32 | DOW | Dow Inc | 股票-原材料 | 0.48% | -0.22% | -20.12% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 0.46% | +0.11% | +3.65% | |
| 34 | VLO | Valero Energy CORP | 股票-能源 | 0.44% | -0.14% | -1.17% | |
| 35 | R | Ryder System Inc | 股票-工业 | 0.44% | +0.08% | -3.77% | |
| 36 | BKH | Black Hills CORP | 股票-公用事业 | 0.43% | +0.01% | +190.57% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.07% | -2.11% | |
| 38 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.43% | +0.03% | — | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.43% | +0.04% | +567.59% | |
| 40 | COR | Cencora Inc | 股票-医疗保健 | 0.42% | -0.05% | -8.38% | |
| 41 | KR | Kroger Co | 股票-非周期性消费 | 0.42% | -0.11% | -4.16% | |
| 42 | WMB | Williams Cos Inc | 股票-能源 | 0.42% | -0.03% | -0.68% | |
| 43 | TT | Trane Technologies plc | 股票-工业 | 0.41% | +0.08% | +1.81% | |
| 44 | TSLA | Tesla Inc | 股票-周期性消费 | 0.41% | +0.03% | — | |
| 45 | SYY | Sysco CORP | 股票-非周期性消费 | 0.40% | +0.06% | +2.16% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.39% | +0.05% | -1.71% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.39% | -0.33% | EXIT | |
| 48 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.38% | +0.07% | +30.78% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.38% | +0.02% | -2.63% | |
| 50 | SYF | Synchrony Financial | 股票-金融 | 0.37% | +0.04% | -0.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.8% | +3.20% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.3% | -1.58% | 减仓 |
| 3 | NVDA | Nvidia CORP | +0.5% | -2.05% | 减仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -0.85% | 减仓 |
| 5 | NEE | Nextera Energy Inc | +0.4% | +8.43% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.3% | +31.51% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.3% | -14.70% | 减仓 |
| 8 | CAT | Caterpillar Inc | +0.3% | -0.44% | 减仓 |
| 9 | ORCL | Oracle CORP | +0.2% | -1.29% | 加仓 |
| 10 | ANET | Arista Networks Inc | +0.2% | +3.65% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.1% | — | 不变 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.12% | 加仓 |
| 13 | SOLV | Solventum CORP | +0.1% | -7.51% | 加仓 |
| 14 | IDA | Idacorp Inc | +0.1% | -2.56% | 加仓 |
| 15 | C | Citigroup Inc | +0.1% | -3.62% | 减仓 |
| 16 | LRCX | Lam Research CORP | +0.1% | -18.03% | 减仓 |
| 17 | CRH | CRH plc | +0.1% | +10.80% | 加仓 |
| 18 | CEG | Constellation Energy | +0.1% | -3.20% | 减仓 |
| 19 | ETN | Eaton Corporation plc | +0.1% | -1.71% | 减仓 |
| 20 | BBY | Best Buy Co Inc | +0.1% | +30.78% | 加仓 |
| 21 | BAC | Bank Of America CORP | +0.1% | -1.03% | 减仓 |
| 22 | SYF | Synchrony Financial | +0.1% | -0.45% | 减仓 |
| 23 | VLO | Valero Energy CORP | +0.1% | -1.17% | 减仓 |
| 24 | R | Ryder System Inc | +0.1% | -3.77% | 减仓 |
| 25 | LMT | Lockheed Martin CORP | 0% | +5.79% | 加仓 |
| 26 | HD | Home Depot Inc | 0% | -0.58% | 减仓 |
| 27 | ABBV | Abbvie Inc | 0% | -0.59% | 减仓 |
| 28 | AMZN | Amazon.com Inc | -0.1% | -0.46% | 减仓 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -1.92% | 减仓 |
| 30 | AAPL | Apple Inc | -0.1% | -0.64% | 减仓 |
| 31 | CSCO | Cisco Systems Inc | -0.1% | -1.35% | 减仓 |
| 32 | OKE | Oneok Inc | -0.1% | +8.66% | 加仓 |
| 33 | INTC | Intel CORP | -0.2% | -60.56% | 减仓 |
| 34 | UNH | Unitedhealth Group Inc | -0.3% | -7.97% | 减仓 |
| 35 | MRK | Merck & Co. Inc. | -0.4% | -3.24% | 减仓 |
| 36 | LOW | Lowe's Cos Inc | -0.4% | -52.38% | 减仓 |
| 37 | AMGN | Amgen Inc | -0.6% | -0.44% | 加仓 |
| 38 | XOM | Exxon Mobil CORP | -0.7% | +1.35% | 减仓 |
| 39 | DOW | Dow Inc | -0.8% | -20.12% | 减仓 |
| 40 | CVX | Chevron CORP | -1% | -0.80% | 加仓 |
| 41 | BKH | Black Hills CORP | — | NEW | 新建仓 |
| 42 | KVUE | Kenvue Inc | — | NEW | 新建仓 |
| 43 | BA | Boeing Co/the | — | NEW | 新建仓 |
| 44 | ELV | Elevance Health Inc | — | EXIT | 清仓 |
| 45 | FERG | Ferguson Enterprises Inc | — | EXIT | 清仓 |
| 46 | ACN | Accenture plc | — | EXIT | 清仓 |
| 47 | MLI | Mueller Industries Inc | — | NEW | 新建仓 |
| 48 | HON | Honeywell International Inc | — | NEW | 新建仓 |
| 49 | AGYS | Agilysys Inc | — | NEW | 新建仓 |
| 50 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Buckley Wealth Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 102 个公开持股仓位。
在 Q3 2025 季度，Buckley Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (10.9%)、MSFT (9.7%)、GOOGL (5.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.9% 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
BKH
市值: US$157.9万
本季最大获利了结 / 清仓标的
ELV
前期市值: US$100.8万
在 Q3 2025 季度中，Buckley Wealth Management, LLC 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 14 个仓位、减仓 25 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 BKH。 本季清仓仓位包含 ELV。
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。