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
564 檔
17.0%
在 Q4 2025 的 13F 官方备案中，Carnegie Investment Counsel 管理的美股投资组合规模来到 US$49.9亿，整体持股档数为 564 档。
在 Q4 2025，Carnegie Investment Counsel 操作展现出积极扩展与加仓意向。本季共新建仓 16 个新仓位，并对 101 个既有持股进行加仓（合计增持 117 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, GOOGL, AAPL 等）合计占整体申报市值的 17.0%，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 564 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 | 3.72% | -0.13% | +2.71% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.63% | +0.48% | -4.86% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.44% | +0.23% | +2.49% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.49% | +0.04% | +4.83% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | -0.04% | -0.82% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.24% | +0.44% | -9.59% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.07% | +0.09% | +3.53% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.96% | -0.21% | +0.44% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.79% | +0.11% | -1.70% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.49% | +0.05% | -0.95% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.48% | -0.17% | -1.26% | |
| 12 | SYK | Stryker CORP | 股票-医疗保健 | 1.44% | -0.11% | +5.28% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.35% | +0.26% | -4.00% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 1.21% | +0.06% | +1.45% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | +0.02% | +0.39% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.16% | -0.43% | +5.70% | |
| 17 | ETN | Eaton Corporation plc | 股票-工业 | 1.13% | +0.07% | -1.14% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.98% | +0.41% | +101.35% | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.96% | +0.02% | +1.36% | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.95% | -0.01% | -3.41% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | +0.52% | -3.13% | |
| 22 | CB | Chubb Limited | 股票-金融 | 0.90% | +0.29% | +10.55% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | -0.01% | -2.70% | |
| 24 | UBER | Uber Technologies Inc | 股票-工业 | 0.88% | -0.36% | +13.22% | |
| 25 | BLK | Blackrock Inc | 股票-金融 | 0.81% | -0.09% | -0.57% | |
| 26 | CME | Cme Group Inc | 股票-金融 | 0.79% | -0.22% | +0.95% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 0.79% | — | +2.08% | |
| 28 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.79% | +0.01% | -10.72% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.74% | -0.22% | +3.14% | |
| 30 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.74% | +0.10% | -1.46% | |
| 31 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.71% | -0.07% | -0.37% | |
| 32 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.71% | -0.63% | -10.58% | |
| 33 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.71% | -0.11% | -0.63% | |
| 34 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.70% | +0.02% | +0.69% | |
| 35 | IQLT | Ishares Msci International Q | ETF-其他 | 0.70% | +0.16% | +9.55% | |
| 36 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.70% | -0.39% | +4.05% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.69% | +0.15% | +17.55% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.69% | +0.02% | +24.83% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.68% | -0.11% | +9.37% | |
| 40 | ECL | Ecolab Inc | 股票-原材料 | 0.67% | +0.06% | -5.97% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.66% | +0.24% | +2.14% | |
| 42 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.64% | -0.24% | -4.40% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.64% | +0.01% | -0.88% | |
| 44 | NSC | Norfolk Southern CORP | 股票-工业 | 0.63% | +0.07% | +0.17% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.07% | +13.93% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.61% | +0.16% | +3.74% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.61% | -0.12% | +13.59% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.59% | -0.01% | +0.24% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.58% | -0.07% | +3.17% | |
| 50 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.58% | -0.01% | -4.14% |
| # | 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 | +0.6% | -4.86% | 减仓 |
| 2 | LECO | Lincoln Electric Holdings | +0.3% | +293.13% | 加仓 |
| 3 | IBTH | Ishares Ibonds Dec 2027 Term | +0.2% | +1777.41% | 加仓 |
| 4 | AAPL | Apple Inc | +0.2% | +2.49% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -4.00% | 减仓 |
| 6 | KO | Coca-cola Co/the | +0.2% | +115.99% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.2% | -3.13% | 减仓 |
| 8 | CB | Chubb Limited | +0.2% | +10.55% | 加仓 |
| 9 | SCHB | Schwab US Broad Market ETF | +0.1% | +589.04% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +3.53% | 加仓 |
| 11 | KRMN | Karman Holdings Inc | +0.1% | +38.40% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +13.93% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +4.83% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +92.95% | 加仓 |
| 15 | NEE | Nextera Energy Inc | +0.1% | +9.37% | 加仓 |
| 16 | ABBV | Abbvie Inc | +0.1% | +17.55% | 加仓 |
| 17 | CART | Maplebear Inc | +0.1% | +2.65% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +11.45% | 加仓 |
| 19 | QCOM | Qualcomm Inc | +0.1% | +5.70% | 加仓 |
| 20 | RTX | Rtx CORP | +0.1% | +2.08% | 加仓 |
| 21 | AMGN | Amgen Inc | +0.1% | -0.88% | 减仓 |
| 22 | IQLT | Ishares Msci International Q | +0.1% | +9.55% | 加仓 |
| 23 | GRAL | Grail Inc | +0.1% | -13.15% | 减仓 |
| 24 | SCHF | Schwab Intl Equity ETF | +0.1% | +403.70% | 加仓 |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | -4.39% | 减仓 |
| 26 | WMT | Walmart Inc | +0.1% | +7.67% | 加仓 |
| 27 | AXP | American Express Co | +0.1% | +132.11% | 加仓 |
| 28 | ULTA | Ulta Beauty Inc | +0.1% | -0.37% | 减仓 |
| 29 | DELL | Dell Technologies -c | +0.1% | +140.81% | 加仓 |
| 30 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +28.92% | 加仓 |
| 31 | LLY | Eli Lilly & Co | +0.1% | -7.19% | 减仓 |
| 32 | MRK | Merck & Co. Inc. | +0.1% | +15.83% | 加仓 |
| 33 | PFE | Pfizer Inc | +0.1% | +252.93% | 加仓 |
| 34 | WING | Wingstop Inc | +0.1% | +33.52% | 加仓 |
| 35 | BAC | Bank Of America CORP | 0% | +3.78% | 加仓 |
| 36 | EMR | Emerson Electric Co | 0% | +17.60% | 加仓 |
| 37 | HII | Huntington Ingalls Industrie | 0% | +0.11% | 加仓 |
| 38 | TFC | Truist Financial CORP | 0% | +57.80% | 加仓 |
| 39 | SCHO | Schwab Short-term US Treas | 0% | +879.39% | 加仓 |
| 40 | CVX | Chevron CORP | 0% | +13.46% | 加仓 |
| 41 | NOC | Northrop Grumman CORP | 0% | +15.80% | 加仓 |
| 42 | DCI | Donaldson Co Inc | 0% | -0.19% | 减仓 |
| 43 | PAC | Grupo Aeroportuario Pac-adr | 0% | +0.54% | 加仓 |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | +18.47% | 加仓 |
| 45 | HD | Home Depot Inc | 0% | +24.83% | 加仓 |
| 46 | MTD | Mettler-toledo International | 0% | +0.08% | 加仓 |
| 47 | COF | Capital One Financial CORP | 0% | +63.00% | 加仓 |
| 48 | IBTG | Ishares Ibonds Dec 2026 Term | 0% | +10.59% | 加仓 |
| 49 | AMD | Advanced Micro Devices | 0% | -2.71% | 减仓 |
| 50 | HO1 | Hologic Inc | 0% | +1.44% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Carnegie Investment Counsel 在 Q4 2025 季度的美股持仓总市值约为 US$49.9亿，共申报了 564 个公开持股仓位。
在 Q4 2025 季度，Carnegie Investment Counsel 按市值排列的前三大核心持股分别为：MSFT (3.7%)、GOOGL (3.6%)、AAPL (3.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.7% 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
UPST
市值: US$1041.5万
本季最大获利了结 / 清仓标的
TLT
前期市值: US$1352.5万
在 Q4 2025 季度中，Carnegie Investment Counsel 共进行了 200 项持仓异动，包含新建仓 16 个仓位、加仓 101 个仓位、减仓 71 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 UPST。 本季清仓仓位包含 TLT。
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。