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
103 檔
35.1%
Q4 2025 季度申报显示，Buckley Wealth Management, LLC 披露的美股组合总市值为 US$4.0亿，涵盖 103 个不同之权益投资仓位。
Buckley Wealth Management, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 17 档持股的同时，亦同步清仓 5 档并减仓 22 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 35.1%，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 | AAPL | Apple Inc | 股票-科技 | 11.17% | +0.95% | -1.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.72% | +0.06% | -0.28% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.13% | +1.33% | -2.90% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.64% | +0.27% | +1.37% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.94% | +0.35% | -1.00% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 4.86% | -1.45% | +0.48% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.60% | +0.44% | -0.34% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.50% | -4.62% | EXIT | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.25% | +0.01% | -0.50% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.22% | -0.46% | +8.30% | |
| 11 | AMGN | Amgen Inc | 股票-医疗保健 | 2.88% | -0.03% | +0.26% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 2.59% | +0.92% | -2.40% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.26% | +0.04% | +1.74% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.62% | — | -0.32% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.54% | +0.43% | -0.79% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | +0.21% | +2.69% | |
| 17 | CAT | Caterpillar Inc | 股票-工业 | 1.37% | +0.49% | -1.69% | |
| 18 | IDA | Idacorp Inc | 股票-公用事业 | 1.27% | +0.03% | -0.53% | |
| 19 | MMM | 3m Co | 股票-工业 | 1.15% | +0.09% | -0.29% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.98% | +0.10% | -0.68% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 0.92% | +0.04% | -3.12% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.16% | -7.20% | |
| 23 | PFE | Pfizer Inc | 股票-医疗保健 | 0.75% | -0.16% | +10.82% | |
| 24 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.74% | -0.07% | -1.07% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | — | -0.59% | |
| 26 | T | At&t Inc | 股票-通信服务 | 0.66% | -0.16% | +0.32% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | — | -1.89% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.57% | -0.03% | -12.59% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.53% | -0.11% | +2.49% | |
| 30 | BKH | Black Hills CORP | 股票-公用事业 | 0.49% | +0.01% | +3.51% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.49% | — | +51.00% | |
| 32 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.47% | +0.02% | +3.19% | |
| 33 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.44% | +0.03% | +0.10% | |
| 34 | COR | Cencora Inc | 股票-医疗保健 | 0.43% | -0.05% | -1.52% | |
| 35 | SYF | Synchrony Financial | 股票-金融 | 0.43% | +0.04% | +0.26% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.07% | -0.28% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.43% | +0.04% | +2.43% | |
| 38 | FDX | Fedex CORP | 股票-工业 | 0.42% | -0.15% | +1.39% | |
| 39 | R | Ryder System Inc | 股票-工业 | 0.41% | +0.08% | -4.02% | |
| 40 | IVZ | Invesco Ltd. | 股票-金融 | 0.41% | +0.02% | — | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.41% | +0.02% | -0.29% | |
| 42 | LRCX | Lam Research CORP | 股票-科技 | 0.40% | +0.39% | -1.47% | |
| 43 | TSLA | Tesla Inc | 股票-周期性消费 | 0.40% | +0.03% | +0.57% | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.40% | -0.14% | -1.39% | |
| 45 | TRGP | Targa Resources CORP | 股票-能源 | 0.39% | -0.08% | +4.88% | |
| 46 | KR | Kroger Co | 股票-非周期性消费 | 0.38% | -0.11% | +1.13% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.38% | -0.33% | EXIT | |
| 48 | TGT | Target CORP | 股票-周期性消费 | 0.38% | -0.03% | +10.05% | |
| 49 | WMB | Williams Cos Inc | 股票-能源 | 0.37% | -0.03% | -2.09% | |
| 50 | TT | Trane Technologies plc | 股票-工业 | 0.37% | +0.08% | -0.28% |
| # | 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 | +1.2% | -2.90% | 减仓 |
| 2 | AMGN | Amgen Inc | +0.3% | +0.26% | 加仓 |
| 3 | AAPL | Apple Inc | +0.3% | -1.03% | 减仓 |
| 4 | MRK | Merck & Co. Inc. | +0.3% | -0.79% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.50% | 减仓 |
| 6 | HON | Honeywell International Inc | +0.2% | +235.81% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.2% | -1.69% | 减仓 |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -2.40% | 减仓 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -0.03% | 减仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -1.89% | 减仓 |
| 11 | CAH | Cardinal Health Inc | +0.1% | +3.19% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.34% | 减仓 |
| 13 | LRCX | Lam Research CORP | +0.1% | -1.47% | 减仓 |
| 14 | FDX | Fedex CORP | +0.1% | +1.39% | 加仓 |
| 15 | BKH | Black Hills CORP | +0.1% | +3.51% | 加仓 |
| 16 | OKE | Oneok Inc | +0.1% | +22.29% | 加仓 |
| 17 | SYF | Synchrony Financial | +0.1% | +0.26% | 加仓 |
| 18 | TGT | Target CORP | +0.1% | +10.05% | 加仓 |
| 19 | LLY | Eli Lilly & Co | +0.1% | -0.66% | 减仓 |
| 20 | NEE | Nextera Energy Inc | 0% | -0.32% | 减仓 |
| 21 | PFE | Pfizer Inc | 0% | +10.82% | 加仓 |
| 22 | TRGP | Targa Resources CORP | 0% | +4.88% | 加仓 |
| 23 | UNP | Union Pacific CORP | 0% | +26.31% | 加仓 |
| 24 | WEC | Wec Energy Group Inc | 0% | +34.58% | 加仓 |
| 25 | SOLV | Solventum CORP | -0.1% | -25.75% | 减仓 |
| 26 | ETN | Eaton Corporation plc | -0.1% | +0.26% | 加仓 |
| 27 | MCK | Mckesson CORP | -0.1% | -33.81% | 减仓 |
| 28 | MPC | Marathon Petroleum CORP | -0.1% | -7.35% | 减仓 |
| 29 | ANET | Arista Networks Inc | -0.1% | -10.65% | 减仓 |
| 30 | T | At&t Inc | -0.1% | +0.32% | 加仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.37% | 加仓 |
| 32 | IDA | Idacorp Inc | -0.1% | -0.53% | 减仓 |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -1.00% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.2% | +1.74% | 加仓 |
| 35 | DOW | Dow Inc | -0.2% | -44.02% | 减仓 |
| 36 | HD | Home Depot Inc | -0.2% | -3.12% | 减仓 |
| 37 | CVX | Chevron CORP | -0.2% | +0.48% | 加仓 |
| 38 | 6D8 | Dupont De Nemours Inc | -0.6% | -23.02% | 减仓 |
| 39 | MSFT | Microsoft CORP | -1% | -0.28% | 减仓 |
| 40 | IVZ | Invesco Ltd. | — | NEW | 新建仓 |
| 41 | PGR | Progressive CORP | — | EXIT | 清仓 |
| 42 | Q | Qnity Electronics Inc | — | NEW | 新建仓 |
| 43 | PYPL | Paypal Holdings Inc | — | EXIT | 清仓 |
| 44 | WELL | Welltower Inc | — | NEW | 新建仓 |
| 45 | CRBG | Corebridge Financial Inc | — | EXIT | 清仓 |
| 46 | EXR | Extra Space Storage Inc | — | EXIT | 清仓 |
| 47 | INTC | Intel CORP | — | EXIT | 清仓 |
| 48 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 49 | SLB | Slb LTD | — | NEW | 新建仓 |
| 50 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Buckley Wealth Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 103 个公开持股仓位。
在 Q4 2025 季度，Buckley Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (11.2%)、MSFT (8.7%)、GOOGL (7.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.2% 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
IVZ
市值: US$154.6万
本季最大获利了结 / 清仓标的
PGR
前期市值: US$135.7万
在 Q4 2025 季度中，Buckley Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 17 个仓位、减仓 22 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 IVZ。 本季清仓仓位包含 PGR。
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。