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: 0000801051
申报总市值
US$33.4亿
US$33.4亿
345 檔
7.8%
Q4 2025 季度申报显示，Conning Inc. 披露的美股组合总市值为 US$33.4亿，涵盖 345 个不同之权益投资仓位。
在 Q4 2025，Conning Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 3 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，Conning Inc. 的前 5 大核心持股（包含 SPY, IVV, IJR 等）合计占整体申报市值的 7.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
DGX
市值: US$3006.6万
本季最大获利了结 / 清仓标的
SO 3.875 12-15-25
前期市值: US$632.0万
仅显示前 200 大持股（共 345 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.33% | +0.05% | -1.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.28% | +0.05% | -1.13% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.53% | +0.06% | -3.74% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | -0.02% | -5.60% | |
| 5 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.24% | — | -11.99% | |
| 6 | MBB | Ishares Mbs ETF | ETF-其他 | 1.24% | -0.12% | — | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | -0.39% | -4.84% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 1.21% | +0.09% | -11.89% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.20% | +0.13% | -5.52% | |
| 10 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.20% | -0.05% | -5.58% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | +0.03% | +13.74% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.18% | -0.36% | +4.19% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.18% | -0.03% | +0.63% | |
| 14 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.16% | -0.20% | +10.09% | |
| 15 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.16% | +0.10% | -1.53% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.15% | -0.17% | -12.62% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.15% | +0.09% | +3.87% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.15% | +0.05% | +8.36% | |
| 19 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.15% | -0.06% | -4.14% | |
| 20 | AFL | Aflac Inc | 股票-金融 | 1.14% | -0.07% | -0.51% | |
| 21 | CME | Cme Group Inc | 股票-金融 | 1.14% | -0.16% | -1.70% | |
| 22 | MS | Morgan Stanley | 股票-金融 | 1.14% | -0.12% | -13.09% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工业 | 1.14% | — | -2.03% | |
| 24 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.13% | +0.09% | +10.24% | |
| 25 | CMI | Cummins Inc | 股票-工业 | 1.13% | -0.01% | -21.65% | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 1.13% | +0.03% | -3.20% | |
| 27 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.12% | -0.15% | +17.43% | |
| 28 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.12% | -0.10% | -8.86% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.12% | -0.05% | +1.69% | |
| 30 | BLK | Blackrock Inc | 股票-金融 | 1.12% | -0.14% | +2.49% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 1.12% | +0.13% | +14.86% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.12% | -0.11% | -2.01% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 1.12% | — | -6.55% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 1.11% | +0.05% | +2624.79% | |
| 35 | GD | General Dynamics CORP | 股票-工业 | 1.11% | +0.02% | -4.04% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.11% | +0.10% | +0.66% | |
| 37 | COP | Conocophillips | 股票-能源 | 1.11% | -0.40% | -2.77% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 1.11% | -0.18% | -9.65% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 1.10% | +0.08% | -29.33% | |
| 40 | OMC | Omnicom Group | 股票-通信服务 | 1.10% | +0.01% | -3.58% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 1.10% | -0.29% | -9.91% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 1.10% | -0.02% | +13.23% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 1.10% | +0.01% | +3.31% | |
| 44 | HON | Honeywell International Inc | 股票-工业 | 1.09% | -1.14% | EXIT | |
| 45 | PFG | Principal Financial Group | 股票-金融 | 1.09% | -0.02% | -10.03% | |
| 46 | ITW | Illinois Tool Works | 股票-工业 | 1.08% | +0.06% | +3.73% | |
| 47 | LHX | L3harris Technologies Inc | 股票-工业 | 1.08% | -0.07% | -4.50% | |
| 48 | CI | THE Cigna Group | 股票-医疗保健 | 1.08% | -0.07% | +12.55% | |
| 49 | PKG | Packaging CORP Of America | 股票-周期性消费 | 1.08% | +0.03% | +3.65% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | +0.04% | -13.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +1.1% | +2624.79% | 加仓 |
| 2 | KR | Kroger Co | +1.1% | +10178.69% | 加仓 |
| 3 | BMY | Bristol-myers Squibb Co | +0.2% | -5.58% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.1% | +32.55% | 加仓 |
| 5 | MRK | Merck & Co. Inc. | +0.1% | -11.99% | 减仓 |
| 6 | CL | Colgate-palmolive Co | +0.1% | +10.24% | 加仓 |
| 7 | CI | THE Cigna Group | +0.1% | +12.55% | 加仓 |
| 8 | PG | Procter & Gamble Co/the | +0.1% | +13.74% | 加仓 |
| 9 | KO | Coca-cola Co/the | +0.1% | +0.63% | 加仓 |
| 10 | PM | Philip Morris International | +0.1% | +8.98% | 加仓 |
| 11 | GILD | Gilead Sciences Inc | +0.1% | -4.14% | 减仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -1.42% | 减仓 |
| 13 | GPN 1.5 03-01-31债券 | Global Payments Inc | +0.1% | +41.03% | 加仓 |
| 14 | LLY | Eli Lilly & Co | +0.1% | -14.85% | 减仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -13.10% | 减仓 |
| 16 | COP | Conocophillips | 0% | -2.77% | 减仓 |
| 17 | RTX | Rtx CORP | 0% | -11.89% | 减仓 |
| 18 | IJR | Ishares Core S&p Small-cap E | 0% | -3.74% | 减仓 |
| 19 | PFG | Principal Financial Group | 0% | -10.03% | 减仓 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -5.60% | 减仓 |
| 21 | META | Meta Platforms Inc-class A | 0% | +0.29% | 加仓 |
| 22 | ORCL | Oracle CORP | 0% | -15.59% | 减仓 |
| 23 | CMI | Cummins Inc | -0.1% | -21.65% | 减仓 |
| 24 | GD | General Dynamics CORP | -0.1% | -4.04% | 减仓 |
| 25 | LMT | Lockheed Martin CORP | -0.1% | -2.03% | 减仓 |
| 26 | HPQ | Hp Inc | -0.1% | +15.68% | 加仓 |
| 27 | AAPL | Apple Inc | -0.1% | -11.73% | 减仓 |
| 28 | OMC | Omnicom Group | -0.1% | -3.58% | 减仓 |
| 29 | BLK | Blackrock Inc | -0.1% | +2.49% | 加仓 |
| 30 | GPC | Genuine Parts Co | -0.1% | +5.73% | 加仓 |
| 31 | BBY | Best Buy Co Inc | -0.1% | +4.68% | 加仓 |
| 32 | QCOM | Qualcomm Inc | -0.1% | -9.91% | 减仓 |
| 33 | ABBV | Abbvie Inc | -0.1% | -5.52% | 减仓 |
| 34 | UNP | Union Pacific CORP | -0.1% | -6.55% | 减仓 |
| 35 | LHX | L3harris Technologies Inc | -0.1% | -4.50% | 减仓 |
| 36 | VLO | Valero Energy CORP | -0.1% | -3.74% | 减仓 |
| 37 | NVDA | Nvidia CORP | -0.1% | -9.76% | 减仓 |
| 38 | IBM | Intl Business Machines CORP | -0.1% | -14.40% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.1% | -6.89% | 减仓 |
| 40 | GLW | Corning Inc | -0.2% | -21.03% | 减仓 |
| 41 | CAT | Caterpillar Inc | -0.2% | -29.33% | 减仓 |
| 42 | CMCSA | Comcast Corp-class A | -1% | -94.56% | 减仓 |
| 43 | PAYX | Paychex Inc | -1% | -96.28% | 减仓 |
| 44 | KMB | Kimberly-clark CORP | -1% | -95.89% | 减仓 |
| 45 | DGX | Quest Diagnostics Inc | — | NEW | 新建仓 |
| 46 | SPHY | Ss Spdr P High Yield ETF | — | NEW | 新建仓 |
| 47 | SO 3.875 12-15-25债券 | Southern Co | — | EXIT | 清仓 |
| 48 | SO 4.5 06-15-27债券 | Southern Co | — | NEW | 新建仓 |
| 49 | ZD 1.75 11-01-26债券 | Ziff Davis Inc | — | EXIT | 清仓 |
| 50 | LITE 0.5 12-15-26债券 | Lumentum Holdings Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Conning Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$33.4亿，共申报了 345 个公开持股仓位。
在 Q4 2025 季度，Conning Inc. 按市值排列的前三大核心持股分别为：SPY (2.3%)、IVV (2.3%)、IJR (1.5%)。其中最大持股仓位 SPY 占据整体投资组合约 2.3% 的权重。
在 Q4 2025 季度中，Conning Inc. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 14 个仓位、减仓 30 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 DGX。 本季清仓仓位包含 SO 3.875 12-15-25。
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。
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。
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。