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$36.6亿
US$36.6亿
608 檔
19.8%
在 Q4 2025 的 13F 官方备案中，Burney Co/ 管理的美股投资组合规模来到 US$36.6亿，整体持股档数为 608 档。
Burney Co/ 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 29 个全新仓位及加仓 63 档持股的同时，亦同步清仓 6 档并减仓 102 档标的。
在资产配置集中度方面，Burney Co/ 的前 5 大核心持股（包含 BRNY, AAPL, GOOGL 等）合计占整体申报市值的 19.8%，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 608 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 | 11.26% | +0.30% | +2.45% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.75% | +0.49% | +2.08% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.65% | -0.04% | +7.53% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.46% | +0.12% | +4.20% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | +1.17% | +13.39% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | +0.41% | +34.99% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.77% | -0.32% | +10.62% | |
| 8 | LRCX | Lam Research CORP | 股票-科技 | 1.74% | -0.64% | -13.23% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.72% | -0.13% | -1.33% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 1.52% | +0.21% | +0.64% | |
| 11 | PH | Parker Hannifin CORP | 股票-工业 | 1.46% | -0.03% | +8.64% | |
| 12 | MCK | Mckesson CORP | 股票-医疗保健 | 1.44% | +0.06% | -4.68% | |
| 13 | COF | Capital One Financial CORP | 股票-金融 | 1.39% | +0.18% | -1.47% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.35% | +0.28% | +34.95% | |
| 15 | DFIC | Dimensional International Co | ETF-其他 | 0.96% | +0.15% | +4.99% | |
| 16 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 0.95% | -0.08% | -2.50% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | -0.01% | -0.03% | |
| 18 | COR | Cencora Inc | 股票-医疗保健 | 0.93% | +0.01% | -2.17% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.87% | -0.12% | -0.79% | |
| 20 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.85% | +0.02% | -0.99% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | — | -30.00% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 0.74% | -0.01% | -0.51% | |
| 23 | AZO | Autozone Inc | 股票-周期性消费 | 0.72% | -0.08% | -0.68% | |
| 24 | ADSK | Autodesk Inc | 股票-科技 | 0.71% | -0.04% | +8.23% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | -0.01% | -1.03% | |
| 26 | FICO | Fair Isaac CORP | 股票-科技 | 0.69% | -0.06% | -1.34% | |
| 27 | UGI | Ugi CORP | 股票-公用事业 | 0.67% | +0.01% | -3.08% | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 0.66% | -0.03% | +741.46% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | +0.03% | -8.16% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.63% | +0.04% | -2.48% | |
| 31 | TRGP | Targa Resources CORP | 股票-能源 | 0.61% | -0.03% | -2.42% | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.60% | -0.34% | -30.31% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.02% | -1.20% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.56% | -0.01% | -20.37% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.53% | -0.04% | -17.20% | |
| 36 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.53% | +0.04% | -2.30% | |
| 37 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.51% | -0.02% | +1.76% | |
| 38 | GPI | Group 1 Automotive Inc | 股票-周期性消费 | 0.50% | -0.06% | -3.55% | |
| 39 | LHX | L3harris Technologies Inc | 股票-工业 | 0.50% | -0.09% | +2.68% | |
| 40 | FTNT | Fortinet Inc | 股票-科技 | 0.49% | +0.02% | -8.42% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | -0.04% | -1.96% | |
| 42 | WTS | Watts Water Technologies-a | 股票-工业 | 0.46% | -0.10% | -21.23% | |
| 43 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.46% | +0.01% | -0.62% | |
| 44 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.43% | -0.02% | +23.92% | |
| 45 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | +0.09% | -0.42% | |
| 46 | APH | Amphenol Corp-cl A | 股票-科技 | 0.43% | -0.05% | -31.28% | |
| 47 | TMHC | Taylor Morrison Home CORP | 股票-周期性消费 | 0.42% | -0.14% | EXIT | |
| 48 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.42% | +0.06% | -16.47% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.41% | -0.04% | +2.36% | |
| 50 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.41% | +0.04% | -0.73% |
| # | 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 | +0.7% | +7.53% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | +34.99% | 加仓 |
| 3 | BRNY | Burney US Factor Rotation | +0.5% | +2.45% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +34.95% | 加仓 |
| 5 | PH | Parker Hannifin CORP | +0.3% | +8.64% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.3% | -0.03% | 减仓 |
| 7 | AAPL | Apple Inc | +0.2% | +2.08% | 加仓 |
| 8 | EIX | Edison International | +0.2% | +2475.68% | 加仓 |
| 9 | AES | Aes CORP | +0.2% | +470.73% | 加仓 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +355.92% | 加仓 |
| 11 | LRCX | Lam Research CORP | +0.1% | -13.23% | 减仓 |
| 12 | FHI | Federated Hermes Inc | +0.1% | +61.81% | 加仓 |
| 13 | COF | Capital One Financial CORP | +0.1% | -1.47% | 减仓 |
| 14 | PYPL | Paypal Holdings Inc | +0.1% | +364.13% | 加仓 |
| 15 | CAH | Cardinal Health Inc | +0.1% | +27.09% | 加仓 |
| 16 | AMD | Advanced Micro Devices | +0.1% | +811.49% | 加仓 |
| 17 | MSFT | Microsoft CORP | +0.1% | +13.39% | 加仓 |
| 18 | ALSN | Allison Transmission Holding | +0.1% | -2.50% | 减仓 |
| 19 | OHI | Omega Healthcare Investors | +0.1% | +23.92% | 加仓 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | +507.07% | 加仓 |
| 21 | MU | Micron Technology Inc | +0.1% | +590.44% | 加仓 |
| 22 | DFIC | Dimensional International Co | +0.1% | +4.99% | 加仓 |
| 23 | MS | Morgan Stanley | +0.1% | +46.23% | 加仓 |
| 24 | ULTA | Ulta Beauty Inc | +0.1% | +15.86% | 加仓 |
| 25 | XYL | Xylem Inc | +0.1% | +100.53% | 加仓 |
| 26 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +384.27% | 加仓 |
| 27 | FICO | Fair Isaac CORP | +0.1% | -1.34% | 减仓 |
| 28 | AMAT | Applied Materials Inc | +0.1% | -2.95% | 减仓 |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +34.22% | 加仓 |
| 30 | ALL | Allstate CORP | +0.1% | +32.31% | 加仓 |
| 31 | RTX | Rtx CORP | +0.1% | -0.51% | 减仓 |
| 32 | UGI | Ugi CORP | +0.1% | -3.08% | 减仓 |
| 33 | CIEN | Ciena CORP | +0.1% | -1.04% | 减仓 |
| 34 | VGIT | Vanguard Intermediate-term T | 0% | +4.20% | 加仓 |
| 35 | CSCO | Cisco Systems Inc | 0% | +2.36% | 加仓 |
| 36 | EXPD | Expeditors Intl Wash Inc | 0% | -3.68% | 减仓 |
| 37 | GM | General Motors Co | 0% | -2.60% | 减仓 |
| 38 | QLYS | Qualys Inc | 0% | +76.25% | 加仓 |
| 39 | CAT | Caterpillar Inc | 0% | +3.02% | 加仓 |
| 40 | SYY | Sysco CORP | 0% | +78.46% | 加仓 |
| 41 | VTI | Vanguard Total Stock Mkt ETF | 0% | +124.76% | 加仓 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +30.13% | 加仓 |
| 43 | AVGO | Broadcom Inc | 0% | -1.33% | 减仓 |
| 44 | COR | Cencora Inc | 0% | -2.17% | 减仓 |
| 45 | TJX | Tjx Companies Inc | 0% | -0.79% | 减仓 |
| 46 | TRGP | Targa Resources CORP | 0% | -2.42% | 减仓 |
| 47 | SYF | Synchrony Financial | 0% | -1.53% | 减仓 |
| 48 | VGSH | Vanguard Short-term Treasury | 0% | +111.16% | 加仓 |
| 49 | GS | Goldman Sachs Group Inc | 0% | +8.92% | 加仓 |
| 50 | JLL | Jones Lang Lasalle Inc | 0% | +4.66% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Burney Co/ 在 Q4 2025 季度的美股持仓总市值约为 US$36.6亿，共申报了 608 个公开持股仓位。
在 Q4 2025 季度，Burney Co/ 按市值排列的前三大核心持股分别为：BRNY (11.3%)、AAPL (3.8%)、GOOGL (2.6%)。其中最大持股仓位 BRNY 占据整体投资组合约 11.3% 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
EXPE
市值: US$1198.6万
本季最大获利了结 / 清仓标的
07WA
前期市值: US$645.2万
在 Q4 2025 季度中，Burney Co/ 共进行了 200 项持仓异动，包含新建仓 29 个仓位、加仓 63 个仓位、减仓 102 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 EXPE。 本季清仓仓位包含 07WA。
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。