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: 0001074266
申报总市值
US$11.9亿
US$11.9亿
307 檔
23.6%
在 Q4 2025 的 13F 官方备案中，Canandaigua National Bank & Trust Co 管理的美股投资组合规模来到 US$11.9亿，整体持股档数为 307 档。
在 Q4 2025，Canandaigua National Bank & Trust Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 32 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，Canandaigua National Bank & Trust Co 的前 5 大核心持股（包含 IUSV, SPYG, FNDF 等）合计占整体申报市值的 23.6%，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 307 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 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 7.94% | -0.43% | +3.18% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 5.54% | +0.46% | +0.37% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.29% | +0.22% | +0.61% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.94% | +0.05% | -3.83% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.36% | -0.88% | -9.18% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.09% | -0.25% | +3.45% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.86% | -0.16% | -5.08% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.43% | -0.17% | -3.18% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.25% | +0.08% | -4.50% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.71% | +0.31% | +1.48% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.63% | +0.20% | -3.52% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.47% | — | -3.10% | |
| 13 | RTX | Rtx CORP | 股票-工业 | 1.46% | -0.07% | -3.34% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.34% | -0.04% | -3.54% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.25% | -0.40% | -3.19% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.15% | +0.06% | +4.48% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.08% | +0.10% | -2.19% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | -0.06% | -3.34% | |
| 19 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.05% | +0.18% | +3.26% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.04% | +0.08% | -0.72% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.01% | -0.07% | -1.31% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.91% | -0.14% | +0.41% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.90% | +0.03% | -4.24% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.85% | +0.06% | -1.69% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | -0.08% | -3.16% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.82% | +0.52% | -15.81% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | -0.09% | -1.30% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.77% | -0.10% | -8.27% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | -0.17% | -3.43% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | +0.04% | -8.54% | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.66% | +0.04% | -2.81% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.01% | -1.57% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.25% | -2.50% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.59% | -0.08% | +0.29% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.58% | — | -2.92% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | -0.10% | -2.14% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.57% | +0.01% | -1.07% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.57% | -0.14% | -6.72% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.04% | -1.33% | |
| 40 | PAYX | Paychex Inc | 股票-科技 | 0.54% | -0.09% | -3.24% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.54% | -0.04% | +0.63% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | -0.02% | -2.57% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.49% | -0.01% | -4.19% | |
| 44 | NSC | Norfolk Southern CORP | 股票-工业 | 0.49% | -0.02% | -0.37% | |
| 45 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.47% | +0.02% | -11.47% | |
| 46 | BLK | Blackrock Inc | 股票-金融 | 0.47% | -0.09% | -2.34% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.45% | +0.06% | -4.40% | |
| 48 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.44% | -0.04% | -2.74% | |
| 49 | FISI | Financial Institutions Inc | 股票-其他 | 0.43% | +0.08% | -13.73% | |
| 50 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.02% | -2.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IUSV | Ishares Core S&p U.s. Value | +0.6% | +3.18% | 加仓 |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.3% | +0.61% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -3.54% | 减仓 |
| 4 | LLY | Eli Lilly & Co | +0.2% | -3.16% | 减仓 |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +0.37% | 加仓 |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | +3.45% | 加仓 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | -1.69% | 减仓 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -3.52% | 减仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.57% | 减仓 |
| 10 | RTX | Rtx CORP | +0.1% | -3.34% | 减仓 |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | +1.48% | 加仓 |
| 12 | PFF | Ishares Preferred & Income S | +0.1% | +46.27% | 加仓 |
| 13 | AMD | Advanced Micro Devices | +0.1% | +10.91% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -2.50% | 减仓 |
| 15 | DEM | Wisdomtree Emerging Markets | +0.1% | +3.26% | 加仓 |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | +140.11% | 加仓 |
| 17 | CRM | Salesforce Inc | +0.1% | +9.21% | 加仓 |
| 18 | CMI | Cummins Inc | +0.1% | +8.84% | 加仓 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.83% | 减仓 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | -8.54% | 减仓 |
| 21 | PEP | Pepsico Inc | 0% | -8.27% | 减仓 |
| 22 | VO | Vanguard Mid-cap ETF | 0% | -4.24% | 减仓 |
| 23 | SPGI | S&p Global Inc | 0% | -42.65% | 减仓 |
| 24 | STZ | Constellation Brands Inc-a | 0% | -11.47% | 减仓 |
| 25 | ETN | Eaton Corporation plc | 0% | -3.22% | 减仓 |
| 26 | META | Meta Platforms Inc-class A | 0% | -1.90% | 减仓 |
| 27 | CMG | Chipotle Mexican Grill Inc | 0% | -45.06% | 减仓 |
| 28 | MSCI | Msci Inc | 0% | -24.78% | 减仓 |
| 29 | BLK | Blackrock Inc | -0.1% | -2.34% | 减仓 |
| 30 | FAST | Fastenal Co | -0.1% | -41.77% | 减仓 |
| 31 | ORLY | O'reilly Automotive Inc | -0.1% | -15.98% | 减仓 |
| 32 | ADBE | Adobe Inc | -0.1% | -15.97% | 减仓 |
| 33 | PFE | Pfizer Inc | -0.1% | -12.92% | 减仓 |
| 34 | NFLX | Netflix Inc | -0.1% | +255.31% | 加仓 |
| 35 | ITW | Illinois Tool Works | -0.1% | -35.36% | 减仓 |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -1.31% | 减仓 |
| 37 | ABT | Abbott Laboratories | -0.1% | -6.72% | 减仓 |
| 38 | PAYX | Paychex Inc | -0.1% | -3.24% | 减仓 |
| 39 | HD | Home Depot Inc | -0.1% | -2.02% | 减仓 |
| 40 | GE | General Electric | -0.1% | -26.68% | 减仓 |
| 41 | 6D8 | Dupont De Nemours Inc | -0.1% | -29.42% | 减仓 |
| 42 | LIN | Linde plc | -0.1% | -44.73% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.5% | -9.18% | 减仓 |
| 44 | ORCL | Oracle CORP | -0.6% | -3.19% | 减仓 |
| 45 | PH | Parker Hannifin CORP | — | EXIT | 清仓 |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | FISI 8.48 PERP B-1债券 | Financial Institutions I | — | EXIT | 清仓 |
| 48 | EFX | Equifax Inc | — | NEW | 新建仓 |
| 49 | KEL | Kellanova | — | EXIT | 清仓 |
| 50 | ZNOV | Invtr Equ De Pr ETF - 1 Yr N | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Canandaigua National Bank & Trust Co 在 Q4 2025 季度的美股持仓总市值约为 US$11.9亿，共申报了 307 个公开持股仓位。
在 Q4 2025 季度，Canandaigua National Bank & Trust Co 按市值排列的前三大核心持股分别为：IUSV (7.9%)、SPYG (5.5%)、FNDF (4.3%)。其中最大持股仓位 IUSV 占据整体投资组合约 7.9% 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
EFX
市值: US$74.6万
本季最大获利了结 / 清仓标的
PH
前期市值: US$277.5万
在 Q4 2025 季度中，Canandaigua National Bank & Trust Co 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 12 个仓位、减仓 32 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 EFX。 本季清仓仓位包含 PH。
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。