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: 0000702007
申报总市值
US$2.7亿
US$2.7亿
860 檔
11.5%
在 Q2 2025 的 13F 官方备案中，Caldwell Sutter Capital, Inc. 管理的美股投资组合规模来到 US$2.7亿，整体持股档数为 860 档。
在 Q2 2025，Caldwell Sutter Capital, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 4 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，Caldwell Sutter Capital, Inc. 的前 5 大核心持股（包含 AAPL, MSA, PPIH 等）合计占整体申报市值的 11.5%，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 860 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 | AAPL | Apple Inc | 股票-科技 | 4.50% | +0.28% | -0.81% | |
| 2 | MSA | Msa Safety Inc | 股票-工业 | 2.55% | -0.05% | -2.06% | |
| 3 | PPIH | Perma-pipe International Hol | 股票-其他 | 2.53% | -0.46% | +6.66% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.28% | +0.07% | -1.90% | |
| 5 | DGICA | Donegal Group Inc-cl A | 股票-其他 | 2.07% | +0.13% | -2.96% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.06% | -3.53% | |
| 7 | SSBI | Summit State Bank | 股票-其他 | 1.73% | -0.10% | +11.55% | |
| 8 | CAT | Caterpillar Inc | 股票-工业 | 1.64% | +0.85% | -0.60% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | +0.14% | -1.05% | |
| 10 | KNTK | Kinetik Holdings Inc | 股票-其他 | 1.47% | -0.18% | -0.55% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.40% | +0.07% | -0.10% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.39% | -0.18% | -0.97% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.33% | +0.04% | +8.14% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.20% | -0.88% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.19% | +0.07% | -1.47% | |
| 16 | INTU | Intuit Inc | 股票-科技 | 1.15% | -0.24% | -5.88% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.36% | -8.07% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.07% | -0.04% | -0.31% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.07% | -0.17% | -0.96% | |
| 20 | BCML | Baycom CORP | 股票-其他 | 1.05% | +0.02% | -0.23% | |
| 21 | NEN | New England Realty Assoc-lp | 股票-其他 | 1.01% | -0.07% | -0.66% | |
| 22 | FSUN | Firstsun Capital Bancorp | 股票-其他 | 1.01% | +0.03% | — | |
| 23 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 0.97% | +0.06% | -1.70% | |
| 24 | INBK | First Internet Bancorp | 股票-其他 | 0.97% | +0.14% | +9.83% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | +0.30% | -0.76% | |
| 26 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.90% | -0.08% | -2.19% | |
| 27 | PKBK | Parke Bancorp Inc | 股票-其他 | 0.88% | +0.09% | — | |
| 28 | BANR | Banner Corporation | 股票-其他 | 0.87% | -0.05% | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | +0.03% | -2.39% | |
| 30 | MCI | Barings Corporate Investors | 股票-其他 | 0.84% | -0.03% | — | |
| 31 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.83% | +0.17% | -4.61% | |
| 32 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 0.78% | -0.38% | -1.15% | |
| 33 | PFE | Pfizer Inc | 股票-医疗保健 | 0.72% | -0.24% | +1.19% | |
| 34 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 0.69% | +0.09% | -0.37% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.96% | EXIT | |
| 36 | UMH | Umh Properties Inc | 股票-其他 | 0.69% | -0.02% | -0.80% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.67% | -0.13% | +2.32% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.66% | +0.04% | +0.70% | |
| 39 | CWBC | Community West Bancshares | 股票-其他 | 0.66% | +0.10% | — | |
| 40 | NAII | Natural Alternatives Intl | 股票-其他 | 0.63% | -0.08% | -0.34% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.60% | — | -0.11% | |
| 42 | T | At&t Inc | 股票-通信服务 | 0.56% | -0.15% | -1.16% | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | +0.02% | -0.25% | |
| 44 | HON | Honeywell International Inc | 股票-工业 | 0.54% | -0.46% | EXIT | |
| 45 | WM | Waste Management Inc | 股票-工业 | 0.53% | -0.04% | — | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.53% | -0.02% | -4.54% | |
| 47 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.51% | +0.04% | +1.21% | |
| 48 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.51% | -0.11% | -0.17% | |
| 49 | NRIM | Northrim Bancorp Inc | 股票-其他 | 0.50% | +0.05% | — | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | -0.07% | -0.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PPIH | Perma-pipe International Hol | +1.2% | +6.66% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.4% | -3.53% | 减仓 |
| 3 | SSBI | Summit State Bank | +0.4% | +11.55% | 加仓 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | -0.31% | 减仓 |
| 5 | CAT | Caterpillar Inc | +0.2% | -0.60% | 减仓 |
| 6 | MSA | Msa Safety Inc | +0.2% | -2.06% | 减仓 |
| 7 | NODK | Ni Holdings Inc | +0.2% | NEW | 新建仓 |
| 8 | INTU | Intuit Inc | +0.2% | -5.88% | 减仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -0.88% | 减仓 |
| 10 | MOD | Modine Manufacturing Co | +0.1% | -1.15% | 减仓 |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +65.23% | 加仓 |
| 12 | IBM | Intl Business Machines CORP | +0.1% | -1.47% | 减仓 |
| 13 | RNST | Renasant CORP | +0.1% | NEW | 新建仓 |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.14% | 加仓 |
| 15 | AXP | American Express Co | +0.1% | -0.96% | 减仓 |
| 16 | IGM | Ishares Expanded Tech Sector | +0.1% | -4.61% | 减仓 |
| 17 | CCL1EUR | Carnival CORP LTD | +0.1% | +4120.11% | 加仓 |
| 18 | NRIM | Northrim Bancorp Inc | +0.1% | — | 不变 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.10% | 减仓 |
| 20 | NVDA | Nvidia CORP | +0.1% | +2.63% | 加仓 |
| 21 | DIS | Walt Disney Co/the | +0.1% | +0.07% | 加仓 |
| 22 | SENEA | Seneca Foods CORP - Cl A | +0.1% | -1.70% | 减仓 |
| 23 | ARL | American Realty Investors In | +0.1% | -5.27% | 减仓 |
| 24 | VUG | Vanguard Growth ETF | +0.1% | -0.25% | 减仓 |
| 25 | LLY | Eli Lilly & Co | +0.1% | +259.49% | 加仓 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -0.76% | 减仓 |
| 27 | BCML | Baycom CORP | +0.1% | -0.23% | 减仓 |
| 28 | INBK | First Internet Bancorp | +0.1% | +9.83% | 加仓 |
| 29 | UPS | United Parcel Service-cl B | +0.1% | +49.31% | 加仓 |
| 30 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +22.46% | 加仓 |
| 31 | AVGO | Broadcom Inc | +0.1% | -11.95% | 减仓 |
| 32 | PKBK | Parke Bancorp Inc | 0% | — | 不变 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.39% | 减仓 |
| 34 | PNBK | Patriot National Bancorp Inc | -0.1% | EXIT | 清仓 |
| 35 | GOLD | Gold.com Inc | -0.1% | — | 不变 |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | +5.05% | 加仓 |
| 37 | UFPI | Ufp Industries Inc | -0.1% | EXIT | 清仓 |
| 38 | OKE | Oneok Inc | -0.1% | -7.50% | 减仓 |
| 39 | PEP | Pepsico Inc | -0.1% | +2.32% | 加仓 |
| 40 | MCI | Barings Corporate Investors | -0.1% | — | 不变 |
| 41 | UMH | Umh Properties Inc | -0.1% | -0.80% | 减仓 |
| 42 | FBMSUSD | First Bancshares Inc/ms | -0.1% | EXIT | 清仓 |
| 43 | GKOS | Glaukos CORP | -0.1% | -98.46% | 减仓 |
| 44 | NEN | New England Realty Assoc-lp | -0.2% | -0.66% | 减仓 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -8.61% | 减仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.05% | 减仓 |
| 47 | HP5A | Equity Commonwealth | -0.3% | EXIT | 清仓 |
| 48 | KNTK | Kinetik Holdings Inc | -0.3% | -0.55% | 减仓 |
| 49 | CVX | Chevron CORP | -0.4% | -8.07% | 减仓 |
| 50 | AAPL | Apple Inc | -0.6% | -0.81% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Caldwell Sutter Capital, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$2.7亿，共申报了 860 个公开持股仓位。
在 Q2 2025 季度，Caldwell Sutter Capital, Inc. 按市值排列的前三大核心持股分别为：AAPL (4.5%)、MSA (2.5%)、PPIH (2.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.5% 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
NODK
市值: US$37.1万
本季最大获利了结 / 清仓标的
HP5A
前期市值: US$55.1万
在 Q2 2025 季度中，Caldwell Sutter Capital, Inc. 共进行了 46 项持仓异动，包含新建仓 2 个仓位、加仓 13 个仓位、减仓 27 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 NODK。 本季清仓仓位包含 HP5A。
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。