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: 0000940445
申报总市值
US$37.1亿
US$37.1亿
584 檔
17.8%
截至 Q3 2025 季度末，Burney Co/ 的美股持仓估值约为 US$37.1亿，全数申报仓位共有 584 档。
在 Q3 2025，Burney Co/ 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 21 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Burney Co/ 的前 5 大核心持股（包含 BRNY, AAPL, VGIT 等）合计占整体申报市值的 17.8%，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 584 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 | BRNY | Burney US Factor Rotation | ETF-其他 | 10.76% | +1.02% | +2.66% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.51% | +0.02% | +4.29% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.42% | -0.14% | +3.26% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.13% | +13.50% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.95% | +0.17% | +4.32% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | +0.31% | -1.64% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.82% | -0.51% | +13.87% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 1.71% | +0.40% | -2.90% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.69% | +0.01% | -7.16% | |
| 10 | LRCX | Lam Research CORP | 股票-科技 | 1.60% | +0.82% | +16.02% | |
| 11 | MCK | Mckesson CORP | 股票-医疗保健 | 1.45% | -0.55% | -3.03% | |
| 12 | COF | Capital One Financial CORP | 股票-金融 | 1.26% | -0.02% | -25.37% | |
| 13 | PH | Parker Hannifin CORP | 股票-工业 | 1.18% | -0.44% | -2.50% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.04% | -0.58% | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 1.03% | -0.08% | -2.63% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.97% | +0.43% | +17.42% | |
| 17 | AZO | Autozone Inc | 股票-周期性消费 | 0.94% | -0.13% | -2.57% | |
| 18 | COR | Cencora Inc | 股票-医疗保健 | 0.90% | -0.19% | -10.60% | |
| 19 | DFIC | Dimensional International Co | ETF-其他 | 0.89% | -0.02% | +3.44% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -0.05% | -1.80% | |
| 21 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 0.86% | -0.16% | -1.58% | |
| 22 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.86% | -0.16% | -16.13% | |
| 23 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.84% | -0.16% | +0.97% | |
| 24 | KLAC | Kla CORP | 股票-科技 | 0.78% | +0.30% | -12.52% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.73% | +0.10% | -0.63% | |
| 26 | ADSK | Autodesk Inc | 股票-科技 | 0.71% | -0.10% | -20.30% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.07% | -17.40% | |
| 28 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.71% | — | +1.74% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.69% | -0.16% | -0.75% | |
| 30 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.69% | -0.06% | +26.93% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | — | +0.08% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | +0.08% | -1.91% | |
| 33 | FICO | Fair Isaac CORP | 股票-科技 | 0.63% | -0.02% | -5.18% | |
| 34 | UGI | Ugi CORP | 股票-公用事业 | 0.62% | -0.14% | -5.20% | |
| 35 | CORT | Corcept Therapeutics Inc | 股票-医疗保健 | 0.61% | — | -7.75% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.61% | -0.10% | +22.01% | |
| 37 | WTS | Watts Water Technologies-a | 股票-工业 | 0.60% | +0.07% | +96.11% | |
| 38 | GPI | Group 1 Automotive Inc | 股票-周期性消费 | 0.59% | -0.09% | -3.06% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.59% | +0.13% | -28.45% | |
| 40 | TRGP | Targa Resources CORP | 股票-能源 | 0.58% | -0.06% | -1.33% | |
| 41 | FTNT | Fortinet Inc | 股票-科技 | 0.58% | +0.16% | -1.03% | |
| 42 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.56% | -0.07% | -0.47% | |
| 43 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.52% | -0.17% | +41.70% | |
| 44 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.52% | -0.08% | -2.94% | |
| 45 | LHX | L3harris Technologies Inc | 股票-工业 | 0.51% | -0.14% | -1.57% | |
| 46 | TMHC | Taylor Morrison Home CORP | 股票-周期性消费 | 0.49% | -0.13% | +0.37% | |
| 47 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.49% | -0.40% | +184.91% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | — | +181.46% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | -0.02% | -36.64% | |
| 50 | URI | United Rentals Inc | 股票-工业 | 0.46% | +0.06% | -3.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | +1.2% | +2.66% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.8% | +16.02% | 加仓 |
| 3 | CBOE | Cboe Global Markets Inc | +0.8% | -16.13% | 加仓 |
| 4 | COF | Capital One Financial CORP | +0.7% | -25.37% | 加仓 |
| 5 | DRI | Darden Restaurants Inc | +0.7% | +1.74% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.7% | +13.50% | 加仓 |
| 7 | ANET | Arista Networks Inc | +0.6% | -2.90% | 减仓 |
| 8 | AVGO | Broadcom Inc | +0.6% | -7.16% | 减仓 |
| 9 | CRUS | Cirrus Logic Inc | +0.5% | +41.70% | 加仓 |
| 10 | CF | Cf Industries Holdings Inc | +0.5% | +184.91% | 加仓 |
| 11 | SCHW | Schwab (charles) CORP | +0.4% | +26.93% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.32% | 减仓 |
| 13 | NFLX | Netflix Inc | +0.4% | -2.63% | 加仓 |
| 14 | MA | Mastercard Inc - A | +0.4% | +181.46% | 加仓 |
| 15 | RL | Ralph Lauren CORP | +0.4% | +196.08% | 加仓 |
| 16 | MPWR | Monolithic Power Systems Inc | +0.4% | +1111.51% | 加仓 |
| 17 | NVDA | Nvidia CORP | +0.4% | -1.64% | 减仓 |
| 18 | ORCL | Oracle CORP | +0.4% | -1.80% | 减仓 |
| 19 | IDCC | Interdigital Inc | +0.3% | -24.55% | 加仓 |
| 20 | YUM | Yum! Brands Inc | +0.3% | -26.32% | 加仓 |
| 21 | UHS | Universal Health Services-b | +0.2% | -11.76% | 加仓 |
| 22 | ADSK | Autodesk Inc | +0.2% | -20.30% | 加仓 |
| 23 | META | Meta Platforms Inc-class A | +0.2% | +13.87% | 加仓 |
| 24 | KLAC | Kla CORP | +0.2% | -12.52% | 减仓 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +17.42% | 加仓 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -0.58% | 加仓 |
| 27 | AAPL | Apple Inc | +0.1% | +4.29% | 加仓 |
| 28 | LIN | Linde plc | -0.3% | -36.24% | 减仓 |
| 29 | ACGL | Arch Capital Group Ltd. | -0.3% | -33.14% | 减仓 |
| 30 | IRM | Iron Mountain Inc | -0.3% | -25.75% | 减仓 |
| 31 | PTGX | Protagonist Therapeutics Inc | -0.4% | -19.85% | 减仓 |
| 32 | LOW | Lowe's Cos Inc | -0.4% | -1.69% | 减仓 |
| 33 | LULU | Lululemon Athletica Inc | -0.5% | -30.73% | 减仓 |
| 34 | UNH | Unitedhealth Group Inc | -0.5% | -21.58% | 减仓 |
| 35 | G | Genpact Limited | -0.5% | -3.20% | 减仓 |
| 36 | CORT | Corcept Therapeutics Inc | -0.5% | -7.75% | 减仓 |
| 37 | BRBR | Bellring Brands Inc | -0.5% | -86.55% | 减仓 |
| 38 | CSCO | Cisco Systems Inc | -0.6% | -28.45% | 减仓 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.6% | -83.05% | 减仓 |
| 40 | FTNT | Fortinet Inc | -0.8% | -1.03% | 减仓 |
| 41 | QCOM | Qualcomm Inc | -0.9% | -36.64% | 减仓 |
| 42 | MCO | Moody's CORP | -0.9% | +2.15% | 减仓 |
| 43 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
| 44 | WTS | Watts Water Technologies-a | — | NEW | 新建仓 |
| 45 | OFG | Ofg Bancorp | — | NEW | 新建仓 |
| 46 | LPLA | Lpl Financial Holdings Inc | — | NEW | 新建仓 |
| 47 | EXPD | Expeditors Intl Wash Inc | — | NEW | 新建仓 |
| 48 | ALLE | Allegion plc | — | NEW | 新建仓 |
| 49 | UBER | Uber Technologies Inc | — | NEW | 新建仓 |
| 50 | FNV | Franco-nevada CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Burney Co/ 在 Q3 2025 季度的美股持仓总市值约为 US$37.1亿，共申报了 584 个公开持股仓位。
在 Q3 2025 季度，Burney Co/ 按市值排列的前三大核心持股分别为：BRNY (10.8%)、AAPL (3.5%)、VGIT (2.4%)。其中最大持股仓位 BRNY 占据整体投资组合约 10.8% 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
WTS
市值: US$1890.7万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$3010.1万
在 Q3 2025 季度中，Burney Co/ 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 21 个仓位、减仓 21 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 WTS。 本季清仓仓位包含 DFSEUR。
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。