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: 0001811907
申报总市值
US$2.2亿
US$2.2亿
82 檔
49.9%
Citadel Investment Advisory, Inc. 在 Q3 2025 季度的美股仓位总计估值为 US$2.2亿，分散于 82 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Citadel Investment Advisory, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 40 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Citadel Investment Advisory, Inc. 的前 5 大核心持股（包含 BRK-B, MKL, GOOGL 等）合计占整体申报市值的 49.9%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 24.45% | -0.19% | +0.57% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 13.60% | -0.40% | +0.53% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.44% | +1.14% | -1.97% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -0.10% | — | |
| 5 | IPMLF | Imperial Metals CORP | 股票-其他 | 3.38% | -1.15% | -1.19% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.14% | +0.60% | -3.05% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.99% | -0.08% | — | |
| 8 | PM | Philip Morris International | 股票-非周期性消费 | 2.94% | +0.13% | — | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.22% | +0.20% | — | |
| 10 | RTX | Rtx CORP | 股票-工业 | 2.19% | -0.16% | — | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.99% | -0.03% | -0.11% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.94% | +0.19% | -0.14% | |
| 13 | MCO | Moody's CORP | 股票-金融 | 1.68% | -0.02% | — | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.56% | +0.22% | — | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.47% | -0.26% | — | |
| 16 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.45% | +0.01% | -1.01% | |
| 17 | GD | General Dynamics CORP | 股票-工业 | 1.32% | -0.03% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | +0.07% | — | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.23% | +0.02% | — | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.22% | -0.06% | -0.07% | |
| 21 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.08% | -0.11% | — | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.03% | -0.20% | — | |
| 23 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.96% | -0.03% | — | |
| 24 | ✓ | Medtronic | 股票-其他 | 0.96% | -0.12% | -2.18% | |
| 25 | AXP | American Express Co | 股票-金融 | 0.92% | +0.06% | — | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.78% | -0.01% | — | |
| 27 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 0.75% | +0.08% | -1.90% | |
| 28 | AMG | Affiliated Managers Group | 股票-金融 | 0.70% | +0.14% | -0.26% | |
| 29 | CSX | Csx CORP | 股票-工业 | 0.66% | +0.07% | -0.24% | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.58% | +0.07% | -0.51% | |
| 31 | CACC | Credit Acceptance CORP | 股票-其他 | 0.57% | +0.22% | -1.92% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | -0.07% | -89.95% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.56% | +0.07% | — | |
| 34 | JEF | Jefferies Financial Group In | 股票-金融 | 0.55% | -0.12% | — | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | +0.05% | — | |
| 36 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.51% | -0.05% | — | |
| 37 | WRB | Wr Berkley CORP | 股票-金融 | 0.51% | +0.01% | +61.88% | |
| 38 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.48% | +0.04% | -0.84% | |
| 39 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.47% | -0.05% | -0.13% | |
| 40 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.44% | +0.03% | — | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.40% | -0.01% | — | |
| 42 | SYY | Sysco CORP | 股票-非周期性消费 | 0.38% | +0.04% | -3.78% | |
| 43 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.36% | -0.11% | -4.35% | |
| 44 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.35% | -0.02% | — | |
| 45 | ✓ | John Marshall Bancorp | 股票-其他 | 0.35% | +0.01% | -0.26% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.35% | +0.01% | — | |
| 47 | EG | Everest Group, Ltd. | 股票-金融 | 0.34% | +0.01% | — | |
| 48 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.33% | +0.04% | — | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.30% | -0.01% | — | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.28% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IPMLF | Imperial Metals CORP | +1.6% | -1.19% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.6% | -1.97% | 减仓 |
| 3 | ORCL | Oracle CORP | +1.3% | — | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.9% | -3.05% | 减仓 |
| 5 | MSFT | Microsoft CORP | +0.6% | — | 减仓 |
| 6 | GS | Goldman Sachs Group Inc | +0.4% | — | 减仓 |
| 7 | IDXX | Idexx Laboratories Inc | +0.3% | — | 加仓 |
| 8 | RTX | Rtx CORP | +0.2% | — | 减仓 |
| 9 | AMG | Affiliated Managers Group | +0.2% | -0.26% | 加仓 |
| 10 | WRB | Wr Berkley CORP | +0.2% | +61.88% | 加仓 |
| 11 | WBD | Warner Bros Discovery Inc | +0.2% | -0.13% | 减仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | — | 减仓 |
| 13 | JEF | Jefferies Financial Group In | +0.2% | — | 加仓 |
| 14 | GD | General Dynamics CORP | +0.1% | — | 减仓 |
| 15 | ETN | Eaton Corporation plc | +0.1% | — | 减仓 |
| 16 | WYNN | Wynn Resorts LTD | +0.1% | — | 减仓 |
| 17 | BAC | Bank Of America CORP | +0.1% | — | 不变 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | — | 减仓 |
| 19 | BKNG | Booking Holdings Inc | +0.1% | -1.01% | 减仓 |
| 20 | LDOS | Leidos Holdings Inc | +0.1% | -4.35% | 减仓 |
| 21 | ✓ | Vistaprint NV Cimpress | +0.1% | — | 减仓 |
| 22 | BA | Boeing Co/the | +0.1% | — | 减仓 |
| 23 | ABBV | Abbvie Inc | 0% | -0.14% | 减仓 |
| 24 | WFC | Wells Fargo & Co | 0% | — | 减仓 |
| 25 | META | Meta Platforms Inc-class A | 0% | -2.47% | 减仓 |
| 26 | AXP | American Express Co | 0% | — | 减仓 |
| 27 | MHK | Mohawk Industries Inc | 0% | -1.90% | 减仓 |
| 28 | ✓ | John Marshall Bancorp | 0% | -0.26% | 减仓 |
| 29 | CSX | Csx CORP | 0% | -0.24% | 减仓 |
| 30 | JNJ | Johnson & Johnson | 0% | -0.11% | 减仓 |
| 31 | DIS | Walt Disney Co/the | 0% | -0.07% | 减仓 |
| 32 | LBRDK | Liberty Broadband-c | -0.1% | — | 减仓 |
| 33 | C 6.875 PERP L债券 | Citigroup Inc | -0.1% | -5.00% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | — | 减仓 |
| 35 | ✓ | United Parcel Service Inc | -0.1% | -2.03% | 减仓 |
| 36 | CMCSA | Comcast Corp-class A | -0.1% | -1.22% | 减仓 |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | -0.51% | 减仓 |
| 38 | MTD | Mettler-toledo International | -0.1% | — | 减仓 |
| 39 | FISV | Fiserv Inc | -0.2% | — | 不变 |
| 40 | CACC | Credit Acceptance CORP | -0.2% | -1.92% | 减仓 |
| 41 | PEP | Pepsico Inc | -0.2% | — | 减仓 |
| 42 | MCD | Mcdonald's CORP | -0.3% | — | 减仓 |
| 43 | KO | Coca-cola Co/the | -0.3% | — | 减仓 |
| 44 | PM | Philip Morris International | -0.3% | — | 减仓 |
| 45 | MKL | Markel Group Inc | -1.1% | +0.53% | 减仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -4.1% | +0.57% | 减仓 |
| 47 | FUN | Six Flags Entertainment Corporation | — | EXIT | 清仓 |
| 48 | MSCI | Msci Inc | — | NEW | 新建仓 |
| 49 | COF | Capital One Financial CORP | — | NEW | 新建仓 |
| 50 | AAP | Advance Auto Parts Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Citadel Investment Advisory, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 82 个公开持股仓位。
在 Q3 2025 季度，Citadel Investment Advisory, Inc. 按市值排列的前三大核心持股分别为：BRK-B (24.4%)、MKL (13.6%)、GOOGL (5.4%)。其中最大持股仓位 BRK-B 占据整体投资组合约 24.4% 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
MSCI
市值: US$32.9万
本季最大获利了结 / 清仓标的
FUN
前期市值: US$182.5万
在 Q3 2025 季度中，Citadel Investment Advisory, Inc. 共进行了 48 项持仓异动，包含新建仓 2 个仓位、加仓 4 个仓位、减仓 40 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 MSCI。 本季清仓仓位包含 FUN。
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。