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: 0001681490
申报总市值
US$1.8亿
US$1.8亿
110 檔
10.8%
Q2 2025 季度申报显示，Cascade Investment Advisors, Inc. 披露的美股组合总市值为 US$1.8亿，涵盖 110 个不同之权益投资仓位。
在 Q2 2025 期间，Cascade Investment Advisors, Inc. 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Cascade Investment Advisors, Inc. 的前 5 大核心持股（包含 MSFT, AMZN, AAPL 等）合计占整体申报市值的 10.8%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 3.31% | -0.13% | -0.56% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.44% | +0.05% | -1.06% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.43% | +0.08% | -3.21% | |
| 4 | JBL | Jabil Inc | 股票-科技 | 2.43% | +0.29% | -3.88% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.11% | -0.16% | -3.84% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.10% | +0.32% | +10.92% | |
| 7 | USB | US Bancorp | 股票-金融 | 1.98% | +0.12% | +1.04% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 1.94% | -0.02% | -7.36% | |
| 9 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.69% | -0.13% | -2.16% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.68% | +0.38% | -4.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | +0.23% | -17.63% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 1.67% | +1.01% | +2.93% | |
| 13 | ICE | Intercontinental Exchange In | 股票-金融 | 1.61% | -0.25% | -0.36% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.52% | -0.11% | -3.67% | |
| 15 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 1.52% | -0.04% | -5.45% | |
| 16 | CMI | Cummins Inc | 股票-工业 | 1.45% | +0.23% | -0.29% | |
| 17 | CAT | Caterpillar Inc | 股票-工业 | 1.39% | +0.29% | -8.82% | |
| 18 | OSIS | Osi Systems Inc | 股票-科技 | 1.38% | -0.35% | -9.23% | |
| 19 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.27% | +0.22% | -14.66% | |
| 20 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 1.26% | -0.11% | -0.84% | |
| 21 | PCAR | Paccar Inc | 股票-工业 | 1.25% | -0.08% | -3.83% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.24% | -0.08% | +0.43% | |
| 23 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.23% | -0.04% | -0.28% | |
| 24 | MCHP | Microchip Technology Inc | 股票-科技 | 1.23% | +0.24% | +2.29% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.21% | — | +5.06% | |
| 26 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 1.20% | — | -15.74% | |
| 27 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.20% | +0.11% | -1.48% | |
| 28 | VOYA | Voya Financial Inc | 股票-金融 | 1.19% | +0.09% | +1.85% | |
| 29 | NTR | Nutrien LTD | 股票-原材料 | 1.15% | +0.38% | -3.16% | |
| 30 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.14% | -0.21% | -1.84% | |
| 31 | PAYC | Paycom Software Inc | 股票-科技 | 1.12% | +0.04% | -3.70% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 1.11% | — | -5.19% | |
| 33 | SPG | Simon Property Group Inc | 股票-房地产 | 1.10% | +0.08% | -2.52% | |
| 34 | ECG | Everus Construction Group | 股票-工业 | 1.07% | -1.51% | -2.64% | |
| 35 | SNY | Sanofi-adr | 股票-医疗保健 | 1.07% | -0.19% | +0.51% | |
| 36 | QCOM | Qualcomm Inc | 股票-科技 | 1.07% | +0.27% | +0.05% | |
| 37 | MDU | Mdu Resources Group Inc | 股票-公用事业 | 1.06% | -0.01% | +19.05% | |
| 38 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.04% | +0.05% | +2.43% | |
| 39 | MET | Metlife Inc | 股票-金融 | 1.02% | — | -2.47% | |
| 40 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 0.99% | +0.03% | -0.37% | |
| 41 | PFE | Pfizer Inc | 股票-医疗保健 | 0.99% | -0.17% | -1.61% | |
| 42 | AIZ | Assurant Inc | 股票-金融 | 0.97% | +0.13% | +2.45% | |
| 43 | BYD | Boyd Gaming CORP | 股票-周期性消费 | 0.97% | -0.85% | EXIT | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | -0.08% | -4.67% | |
| 45 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.92% | +0.21% | +2.75% | |
| 46 | GTLS | Chart Industries Inc | 股票-工业 | 0.92% | — | +6.28% | |
| 47 | BANR | Banner Corporation | 股票-其他 | 0.91% | — | -3.88% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.90% | -0.35% | -0.32% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.88% | — | +27.83% | |
| 50 | CTRA | Coterra Energy Inc | 股票-能源 | 0.86% | -1.16% | EXIT |
根据 SEC 官方 Form 13F 申报备案，Cascade Investment Advisors, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 110 个公开持股仓位。
在 Q2 2025 季度，Cascade Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：MSFT (3.3%)、AMZN (2.4%)、AAPL (2.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.3% 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。
在 Q2 2025 季度中，Cascade Investment Advisors, Inc. 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。