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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001511506
申报总市值
US$49.9亿
US$49.9亿
551 檔
16.0%
Q3 2025 季度申报显示，Carnegie Investment Counsel 披露的美股组合总市值为 US$49.9亿，涵盖 551 个不同之权益投资仓位。
在 Q3 2025，Carnegie Investment Counsel 操作展现出积极扩展与加仓意向。本季共新建仓 14 个新仓位，并对 109 个既有持股进行加仓（合计增持 123 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, GOOGL 等）合计占整体申报市值的 16.0%，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 551 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 | 3.97% | -0.13% | -0.15% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.21% | +0.23% | -0.32% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.03% | +0.48% | -1.14% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | -0.04% | -1.76% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.42% | +0.44% | -0.20% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | +0.04% | -2.41% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.22% | -0.21% | -1.01% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.94% | +0.09% | +1.73% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | +0.11% | -0.54% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.53% | +0.05% | -0.45% | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 1.47% | -0.11% | +1.81% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.46% | -0.17% | -1.50% | |
| 13 | ETN | Eaton Corporation plc | 股票-工业 | 1.37% | +0.07% | +0.65% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 1.32% | +0.06% | -0.11% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | +0.02% | +0.61% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.12% | +0.26% | -1.53% | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 1.09% | -0.43% | +2.88% | |
| 18 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.07% | -0.01% | +0.24% | |
| 19 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.06% | +0.01% | +1.72% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.98% | +0.41% | +3.02% | |
| 21 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.97% | +0.02% | +11.52% | |
| 22 | UBER | Uber Technologies Inc | 股票-工业 | 0.95% | -0.36% | +19.95% | |
| 23 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.94% | -0.63% | +6.76% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | -0.01% | -0.84% | |
| 25 | BLK | Blackrock Inc | 股票-金融 | 0.90% | -0.09% | +0.18% | |
| 26 | CME | Cme Group Inc | 股票-金融 | 0.79% | -0.22% | +4.66% | |
| 27 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.79% | +0.10% | +4.09% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.78% | -0.22% | +0.39% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.52% | +17.83% | |
| 30 | ECL | Ecolab Inc | 股票-原材料 | 0.76% | +0.06% | -3.55% | |
| 31 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.76% | -0.11% | +0.29% | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.75% | +0.29% | +0.35% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.72% | — | +0.04% | |
| 34 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.71% | +0.02% | +2.65% | |
| 35 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.70% | -0.24% | -33.73% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.69% | +0.24% | +2.24% | |
| 37 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.69% | -0.39% | +9.55% | |
| 38 | NSC | Norfolk Southern CORP | 股票-工业 | 0.67% | +0.07% | +0.71% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.66% | +0.02% | +1.22% | |
| 40 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.66% | -0.07% | +0.67% | |
| 41 | IQLT | Ishares Msci International Q | ETF-其他 | 0.63% | +0.16% | +14.53% | |
| 42 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.62% | -0.42% | -14.18% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.62% | -0.07% | +1.01% | |
| 44 | PSA | Public Storage | 股票-房地产 | 0.61% | +0.12% | +22.98% | |
| 45 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.61% | +0.15% | +22.05% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.60% | -0.01% | +1.01% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.60% | -0.11% | -3.34% | |
| 48 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.59% | -0.12% | +1.35% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.59% | +0.16% | +6.51% | |
| 50 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.58% | -0.01% | -1.30% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -1.76% | 减仓 |
| 2 | AVGO | Broadcom Inc | +0.7% | -0.20% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.14% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.5% | -0.15% | 加仓 |
| 5 | UBER | Uber Technologies Inc | +0.4% | +19.95% | 加仓 |
| 6 | ZTS | Zoetis Inc | +0.4% | +6.76% | 加仓 |
| 7 | CRDO | Credo Technology Group Holding Ltd | +0.4% | -33.73% | 减仓 |
| 8 | AMAT | Applied Materials Inc | +0.3% | +17.83% | 加仓 |
| 9 | RDDT | Reddit Inc-cl A | +0.3% | +9.55% | 减仓 |
| 10 | CART | Maplebear Inc | +0.3% | +83.50% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -1.53% | 减仓 |
| 12 | XLK | Ss Technology Select Sector | +0.2% | +3.02% | 加仓 |
| 13 | ETN | Eaton Corporation plc | +0.2% | +0.65% | 加仓 |
| 14 | ANET | Arista Networks Inc | +0.2% | +2.51% | 加仓 |
| 15 | SOUN | Soundhound Ai Inc-a | +0.2% | +13.74% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -2.41% | 减仓 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | -2.62% | 减仓 |
| 18 | NET | Cloudflare Inc - Class A | +0.2% | -14.18% | 减仓 |
| 19 | AAPL | Apple Inc | +0.2% | -0.32% | 减仓 |
| 20 | POWL | Powell Industries Inc | +0.2% | +53.49% | 加仓 |
| 21 | META | Meta Platforms Inc-class A | +0.2% | -1.01% | 加仓 |
| 22 | XLI | Ss Industrial Select Sector | +0.1% | +82.51% | 加仓 |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +6.51% | 加仓 |
| 24 | TEL | TE Connectivity plc | +0.1% | -2.81% | 减仓 |
| 25 | GEV | GE Vernova Inc | +0.1% | -7.78% | 减仓 |
| 26 | ULTA | Ulta Beauty Inc | +0.1% | +0.67% | 加仓 |
| 27 | SHOP | Shopify Inc - Class A | +0.1% | +3.95% | 加仓 |
| 28 | IQLT | Ishares Msci International Q | +0.1% | +14.53% | 加仓 |
| 29 | ORCL | Oracle CORP | +0.1% | -1.40% | 加仓 |
| 30 | BAC | Bank Of America CORP | +0.1% | +9.32% | 加仓 |
| 31 | CASY | Casey's General Stores Inc | +0.1% | +4.48% | 加仓 |
| 32 | IONQ | Ionq Inc | +0.1% | -36.71% | 减仓 |
| 33 | FISV | Fiserv Inc | +0.1% | -39.90% | 加仓 |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +11.52% | 加仓 |
| 35 | ABBV | Abbvie Inc | +0.1% | +22.05% | 加仓 |
| 36 | LEN-B | Lennar CORP - B Shs | +0.1% | +150.04% | 加仓 |
| 37 | NFLX | Netflix Inc | +0.1% | +54.96% | 加仓 |
| 38 | AMZN | Amazon.com Inc | +0.1% | +1.73% | 加仓 |
| 39 | WPC | Wp Carey Inc | +0.1% | +9.35% | 加仓 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +6.74% | 加仓 |
| 41 | TSLA | Tesla Inc | +0.1% | +17.23% | 加仓 |
| 42 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.22% | 加仓 |
| 43 | ASML | ASML Holding N.V. | +0.1% | +60.08% | 加仓 |
| 44 | BLK | Blackrock Inc | 0% | +0.18% | 减仓 |
| 45 | PAC | Grupo Aeroportuario Pac-adr | 0% | +0.50% | 加仓 |
| 46 | URI | United Rentals Inc | 0% | -1.70% | 减仓 |
| 47 | QQQM | Invesco Nasdaq 100 ETF | 0% | +9.34% | 加仓 |
| 48 | BX | Blackstone Inc | 0% | +4.50% | 加仓 |
| 49 | GLW | Corning Inc | 0% | -6.19% | 加仓 |
| 50 | SCHW | Schwab (charles) CORP | 0% | -1.50% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Carnegie Investment Counsel 在 Q3 2025 季度的美股持仓总市值约为 US$49.9亿，共申报了 551 个公开持股仓位。
在 Q3 2025 季度，Carnegie Investment Counsel 按市值排列的前三大核心持股分别为：MSFT (4.0%)、AAPL (3.2%)、GOOGL (3.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.0% 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
SNPS
市值: US$1919.5万
本季最大获利了结 / 清仓标的
AKX
前期市值: US$2302.6万
在 Q3 2025 季度中，Carnegie Investment Counsel 共进行了 200 项持仓异动，包含新建仓 14 个仓位、加仓 109 个仓位、减仓 74 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SNPS。 本季清仓仓位包含 AKX。
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。