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
113 檔
11.6%
截至 Q4 2025 季度末，Cascade Investment Advisors, Inc. 的美股持仓估值约为 US$1.8亿，全数申报仓位共有 113 档。
Cascade Investment Advisors, Inc. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 22 档持股的同时，亦同步清仓 5 档并减仓 20 档标的。
在资产配置集中度方面，Cascade Investment Advisors, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 11.6%，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 | AAPL | Apple Inc | 股票-科技 | 2.85% | +0.08% | -3.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.13% | -2.30% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.32% | +0.05% | -1.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.27% | +0.32% | +4.47% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.25% | +0.23% | -8.51% | |
| 6 | AMAT | Applied Materials Inc | 股票-科技 | 2.15% | +1.01% | -2.67% | |
| 7 | JBL | Jabil Inc | 股票-科技 | 2.12% | +0.29% | -1.98% | |
| 8 | USB | US Bancorp | 股票-金融 | 2.12% | +0.12% | -0.38% | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.01% | -0.16% | -4.02% | |
| 10 | CMI | Cummins Inc | 股票-工业 | 1.84% | +0.23% | -8.14% | |
| 11 | CAT | Caterpillar Inc | 股票-工业 | 1.76% | +0.29% | -6.46% | |
| 12 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.71% | -0.13% | -0.71% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.67% | +0.38% | -1.83% | |
| 14 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 1.49% | -0.11% | -1.18% | |
| 15 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 1.45% | -0.04% | -0.12% | |
| 16 | PCAR | Paccar Inc | 股票-工业 | 1.42% | -0.08% | +8.76% | |
| 17 | OSIS | Osi Systems Inc | 股票-科技 | 1.40% | -0.35% | -2.14% | |
| 18 | ICE | Intercontinental Exchange In | 股票-金融 | 1.33% | -0.25% | +1.27% | |
| 19 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.28% | +0.22% | +0.73% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.24% | -0.02% | -0.04% | |
| 21 | MDT | Medtronic plc | 股票-医疗保健 | 1.24% | -0.08% | -1.68% | |
| 22 | ECG | Everus Construction Group | 股票-工业 | 1.21% | -1.51% | -7.81% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.21% | -0.11% | +1.47% | |
| 24 | VOYA | Voya Financial Inc | 股票-金融 | 1.19% | +0.09% | +2.54% | |
| 25 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.18% | -0.04% | -2.16% | |
| 26 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 1.17% | +0.03% | -12.90% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | -0.08% | -1.25% | |
| 28 | MDU | Mdu Resources Group Inc | 股票-公用事业 | 1.14% | -0.01% | -3.24% | |
| 29 | AIZ | Assurant Inc | 股票-金融 | 1.13% | +0.13% | +2.20% | |
| 30 | SPG | Simon Property Group Inc | 股票-房地产 | 1.12% | +0.08% | -2.78% | |
| 31 | NTR | Nutrien LTD | 股票-原材料 | 1.10% | +0.38% | -1.46% | |
| 32 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.09% | +0.05% | +7.61% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 1.09% | — | +1.19% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 1.07% | +0.27% | +0.31% | |
| 35 | CMC | Commercial Metals Co | 股票-工业 | 1.07% | -0.07% | +0.48% | |
| 36 | SNY | Sanofi-adr | 股票-医疗保健 | 1.06% | -0.19% | +1.16% | |
| 37 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.03% | +0.21% | +54.32% | |
| 38 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.99% | -0.21% | +2.00% | |
| 39 | MCHP | Microchip Technology Inc | 股票-科技 | 0.98% | +0.24% | -2.21% | |
| 40 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 0.98% | — | +1.72% | |
| 41 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.97% | -0.39% | -0.41% | |
| 42 | NUE | Nucor CORP | 股票-原材料 | 0.96% | +0.17% | +4.60% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.93% | -0.08% | +27.20% | |
| 44 | CVCO | Cavco Industries Inc | 股票-周期性消费 | 0.93% | +0.12% | -0.63% | |
| 45 | PFE | Pfizer Inc | 股票-医疗保健 | 0.93% | -0.17% | -2.36% | |
| 46 | BYD | Boyd Gaming CORP | 股票-周期性消费 | 0.92% | -0.85% | EXIT | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.91% | +0.11% | +1.94% | |
| 48 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.90% | -0.13% | +0.99% | |
| 49 | MLI | Mueller Industries Inc | 股票-工业 | 0.88% | +0.01% | -0.95% | |
| 50 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.88% | -0.12% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.3% | -2.67% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -8.51% | 减仓 |
| 3 | PCAR | Paccar Inc | +0.2% | +8.76% | 加仓 |
| 4 | ZBRA | Zebra Technologies Corp-cl A | +0.2% | +54.32% | 加仓 |
| 5 | NUE | Nucor CORP | +0.2% | +4.60% | 加仓 |
| 6 | CTSH | Cognizant Tech Solutions-a | +0.2% | -2.16% | 减仓 |
| 7 | APD | Air Products & Chemicals Inc | +0.2% | +63.86% | 加仓 |
| 8 | CMC | Commercial Metals Co | +0.2% | +0.48% | 加仓 |
| 9 | FDX | Fedex CORP | +0.2% | +3.00% | 加仓 |
| 10 | FLS | Flowserve CORP | +0.2% | +2.88% | 加仓 |
| 11 | CAT | Caterpillar Inc | +0.2% | -6.46% | 减仓 |
| 12 | ABNB | Airbnb Inc-class A | +0.2% | +7.61% | 加仓 |
| 13 | USB | US Bancorp | +0.1% | -0.38% | 减仓 |
| 14 | CMI | Cummins Inc | +0.1% | -8.14% | 减仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -1.83% | 减仓 |
| 16 | HII | Huntington Ingalls Industrie | +0.1% | -0.41% | 减仓 |
| 17 | WY | Weyerhaeuser Co | +0.1% | +42.72% | 加仓 |
| 18 | JLL | Jones Lang Lasalle Inc | +0.1% | -1.18% | 减仓 |
| 19 | HLT | Hilton Worldwide Holdings In | +0.1% | -0.12% | 减仓 |
| 20 | AIZ | Assurant Inc | +0.1% | +2.20% | 加仓 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.47% | 加仓 |
| 22 | CTRA | Coterra Energy Inc | +0.1% | +1.77% | 加仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -1.25% | 减仓 |
| 24 | MLI | Mueller Industries Inc | +0.1% | -0.95% | 减仓 |
| 25 | UPS | United Parcel Service-cl B | +0.1% | -5.53% | 减仓 |
| 26 | TEX | Terex CORP | +0.1% | +7.14% | 加仓 |
| 27 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.71% | 减仓 |
| 28 | MDLZ | Mondelez International Inc-a | +0.1% | +27.20% | 加仓 |
| 29 | AMZN | Amazon.com Inc | 0% | -1.04% | 减仓 |
| 30 | HD | Home Depot Inc | -0.1% | +1.49% | 加仓 |
| 31 | NSIT | Insight Enterprises Inc | -0.1% | +12.36% | 加仓 |
| 32 | PAYC | Paycom Software Inc | -0.1% | +13.50% | 加仓 |
| 33 | PYPL | Paypal Holdings Inc | -0.2% | +1.94% | 加仓 |
| 34 | WSM | Williams-sonoma Inc | -0.2% | +0.73% | 加仓 |
| 35 | ECG | Everus Construction Group | -0.2% | -7.81% | 减仓 |
| 36 | META | Meta Platforms Inc-class A | -0.2% | +1.47% | 加仓 |
| 37 | ROCK | Gibraltar Industries Inc | -0.2% | +1.07% | 加仓 |
| 38 | GO | Grocery Outlet Holding CORP | -0.2% | +19.19% | 加仓 |
| 39 | SON | Sonoco Products Co | -0.3% | -47.98% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.4% | -2.30% | 减仓 |
| 41 | ARE | Alexandria Real Estate Equit | -0.5% | -33.48% | 减仓 |
| 42 | ORCL | Oracle CORP | -0.6% | -0.04% | 减仓 |
| 43 | MET | Metlife Inc | — | EXIT | 清仓 |
| 44 | ZTS | Zoetis Inc | — | NEW | 新建仓 |
| 45 | CMCSA | Comcast Corp-class A | — | NEW | 新建仓 |
| 46 | FISV | Fiserv Inc | — | NEW | 新建仓 |
| 47 | WGO | Winnebago Industries | — | EXIT | 清仓 |
| 48 | COST | Costco Wholesale CORP | — | EXIT | 清仓 |
| 49 | HON | Honeywell International Inc | — | EXIT | 清仓 |
| 50 | PG | Procter & Gamble Co/the | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Cascade Investment Advisors, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 113 个公开持股仓位。
在 Q4 2025 季度，Cascade Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：AAPL (2.9%)、MSFT (2.8%)、AMZN (2.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 2.9% 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
ZTS
市值: US$149.9万
本季最大获利了结 / 清仓标的
MET
前期市值: US$162.5万
在 Q4 2025 季度中，Cascade Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 22 个仓位、减仓 20 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ZTS。 本季清仓仓位包含 MET。
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。