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: 0001511506
申报总市值
US$49.9亿
US$49.9亿
541 檔
13.9%
在 Q2 2025 申报期间，Carnegie Investment Counsel（CIK: 0001511506）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$49.9亿，共持有 541 个公开申报仓位。
在 Q2 2025，Carnegie Investment Counsel 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 117 个既有持股进行加仓（合计增持 126 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Carnegie Investment Counsel 的前 5 大核心持股（包含 MSFT, AAPL, META 等）合计占整体申报市值的 13.9%，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 541 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 | MSFT | Microsoft CORP | 股票-科技 | 4.07% | -0.13% | +1.34% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.77% | +0.23% | -3.34% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.40% | -0.21% | +1.36% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.39% | +0.04% | -1.98% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.37% | +0.48% | +2.52% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.28% | -0.04% | -1.87% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.16% | +0.44% | -11.42% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.03% | +0.09% | +1.49% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | +0.11% | -3.70% | |
| 10 | SYK | Stryker CORP | 股票-医疗保健 | 1.65% | -0.11% | +1.19% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.62% | +0.05% | -1.00% | |
| 12 | PGR | Progressive CORP | 股票-金融 | 1.53% | +0.06% | -0.85% | |
| 13 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.52% | -0.17% | +0.79% | |
| 14 | ETN | Eaton Corporation plc | 股票-工业 | 1.39% | +0.07% | +0.90% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.29% | +0.02% | +4.90% | |
| 16 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.13% | -0.01% | -2.65% | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 1.08% | -0.43% | -0.83% | |
| 18 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.00% | -0.63% | +114.91% | |
| 19 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.93% | +0.01% | +1392.61% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.93% | +0.02% | +19.67% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | -0.01% | -0.81% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.91% | +0.41% | +3.60% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | +0.26% | -0.16% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 0.86% | -0.09% | -2.23% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.84% | -0.22% | +2.10% | |
| 26 | ECL | Ecolab Inc | 股票-原材料 | 0.83% | +0.06% | -0.71% | |
| 27 | CME | Cme Group Inc | 股票-金融 | 0.82% | -0.22% | +9.05% | |
| 28 | CB | Chubb Limited | 股票-金融 | 0.82% | +0.29% | -1.68% | |
| 29 | UBER | Uber Technologies Inc | 股票-工业 | 0.80% | -0.36% | +25.50% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.73% | +0.02% | +2.47% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.73% | -0.01% | EXIT | |
| 32 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.73% | +0.10% | +12.54% | |
| 33 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.71% | -0.24% | -0.83% | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.71% | -0.11% | +0.51% | |
| 35 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.70% | -0.42% | -4.83% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | -0.07% | -0.20% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.67% | — | -3.00% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.65% | +0.24% | +8.94% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.63% | +0.02% | -8.73% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.63% | -0.01% | +2.76% | |
| 41 | AMAT | Applied Materials Inc | 股票-科技 | 0.63% | +0.52% | +13.01% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.62% | -0.04% | +4.79% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.61% | -0.12% | +4.19% | |
| 44 | NSC | Norfolk Southern CORP | 股票-工业 | 0.61% | +0.07% | +2.95% | |
| 45 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.60% | -0.11% | +0.86% | |
| 46 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.60% | +0.02% | +2.42% | |
| 47 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.60% | -0.07% | +2.58% | |
| 48 | AKX | Ansys Inc | 股票-其他 | 0.58% | — | +1.70% | |
| 49 | IQLT | Ishares Msci International Q | ETF-其他 | 0.58% | +0.16% | +5.31% | |
| 50 | AMGN | Amgen Inc | 股票-医疗保健 | 0.57% | +0.01% | +0.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | +1.34% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | -1.87% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.5% | -11.42% | 减仓 |
| 4 | ZTS | Zoetis Inc | +0.5% | +114.91% | 加仓 |
| 5 | CRDO | Credo Technology Group Holding Ltd | +0.4% | -0.83% | 减仓 |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +1.36% | 加仓 |
| 7 | CRWV | Coreweave Inc-cl A | +0.3% | NEW | 新建仓 |
| 8 | UBER | Uber Technologies Inc | +0.3% | +25.50% | 加仓 |
| 9 | NET | Cloudflare Inc - Class A | +0.3% | -4.83% | 减仓 |
| 10 | ETN | Eaton Corporation plc | +0.2% | +0.90% | 加仓 |
| 11 | FOUR | Shift4 Payments Inc-class A | +0.2% | NEW | 新建仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.98% | 减仓 |
| 13 | FISV | Fiserv Inc | +0.2% | +1229.58% | 加仓 |
| 14 | GRAL | Grail Inc | +0.2% | NEW | 新建仓 |
| 15 | XLK | Ss Technology Select Sector | +0.2% | +3.60% | 加仓 |
| 16 | AMAT | Applied Materials Inc | +0.2% | +13.01% | 加仓 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +1.49% | 加仓 |
| 18 | CART | Maplebear Inc | +0.1% | +100.63% | 加仓 |
| 19 | GEV | GE Vernova Inc | +0.1% | -0.30% | 减仓 |
| 20 | IONQ | Ionq Inc | +0.1% | -4.71% | 减仓 |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | +2.21% | 加仓 |
| 22 | WING | Wingstop Inc | +0.1% | +8.97% | 加仓 |
| 23 | ANET | Arista Networks Inc | +0.1% | +8.19% | 加仓 |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +0.79% | 加仓 |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +13.93% | 加仓 |
| 26 | ROK | Rockwell Automation Inc | +0.1% | -0.43% | 减仓 |
| 27 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +6.47% | 加仓 |
| 28 | SOUN | Soundhound Ai Inc-a | +0.1% | +12.04% | 加仓 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.52% | 加仓 |
| 30 | ULTA | Ulta Beauty Inc | +0.1% | +2.58% | 加仓 |
| 31 | TEL | TE Connectivity plc | +0.1% | +0.78% | 加仓 |
| 32 | ORCL | Oracle CORP | +0.1% | +11.10% | 加仓 |
| 33 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.08% | 加仓 |
| 34 | PAC | Grupo Aeroportuario Pac-adr | +0.1% | +10.07% | 加仓 |
| 35 | EMR | Emerson Electric Co | +0.1% | +2.98% | 加仓 |
| 36 | SHOP | Shopify Inc - Class A | +0.1% | +0.78% | 加仓 |
| 37 | TGT | Target CORP | +0.1% | NEW | 新建仓 |
| 38 | NBIS | Nebius Group N.V. | +0.1% | NEW | 新建仓 |
| 39 | IQLT | Ishares Msci International Q | 0% | +5.31% | 加仓 |
| 40 | RDDT | Reddit Inc-cl A | 0% | -19.97% | 减仓 |
| 41 | LLY | Eli Lilly & Co | 0% | +34.04% | 加仓 |
| 42 | POWL | Powell Industries Inc | 0% | +59.61% | 加仓 |
| 43 | AMD | Advanced Micro Devices | 0% | +3.36% | 加仓 |
| 44 | NFLX | Netflix Inc | 0% | +64.45% | 加仓 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.81% | 减仓 |
| 46 | AKX | Ansys Inc | 0% | +1.70% | 加仓 |
| 47 | CASY | Casey's General Stores Inc | 0% | +2.22% | 加仓 |
| 48 | CSCO | Cisco Systems Inc | 0% | -0.14% | 减仓 |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +4.41% | 加仓 |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.99% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Carnegie Investment Counsel 在 Q2 2025 季度的美股持仓总市值约为 US$49.9亿，共申报了 541 个公开持股仓位。
在 Q2 2025 季度，Carnegie Investment Counsel 按市值排列的前三大核心持股分别为：MSFT (4.1%)、AAPL (2.8%)、META (2.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.1% 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
CRWV
市值: US$1507.3万
本季最大获利了结 / 清仓标的
SPHR
前期市值: US$371.4万
在 Q2 2025 季度中，Carnegie Investment Counsel 共进行了 200 项持仓异动，包含新建仓 9 个仓位、加仓 117 个仓位、减仓 72 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CRWV。 本季清仓仓位包含 SPHR。
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。