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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000797203
申报总市值
US$8.3亿
US$8.3亿
173 檔
22.4%
在 Q1 2025 的 13F 官方备案中，Cullen Investment Group, LTD. 管理的美股投资组合规模来到 US$8.3亿，整体持股档数为 173 档。
在 Q1 2025，Cullen Investment Group, LTD. 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 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，Cullen Investment Group, LTD. 的前 5 大核心持股（包含 BRK-B, AAPL, MSFT 等）合计占整体申报市值的 22.4%，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 | 7.87% | -0.03% | -1.69% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.11% | +0.19% | -1.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.01% | -0.31% | -0.41% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 4.33% | -0.85% | -0.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.78% | +0.02% | +0.19% | |
| 6 | ETN | Eaton Corporation plc | 股票-工业 | 2.96% | +0.09% | +1.51% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.25% | +0.41% | -4.67% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.07% | +0.12% | -2.49% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | +0.13% | -0.03% | |
| 10 | DE | Deere & Co | 股票-工业 | 1.79% | +0.03% | -5.40% | |
| 11 | UNP | Union Pacific CORP | 股票-工业 | 1.78% | -0.04% | +3.53% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.73% | -0.65% | +66.30% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.63% | +0.20% | -8.72% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | +0.08% | -7.46% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.59% | +0.26% | -1.11% | |
| 16 | MSI | Motorola Solutions Inc | 股票-科技 | 1.56% | -0.18% | +7.41% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.50% | -0.06% | +12.37% | |
| 18 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.42% | -0.20% | +5.62% | |
| 19 | TT | Trane Technologies plc | 股票-工业 | 1.38% | +0.03% | -2.97% | |
| 20 | EPD | Enterprise Products Partners | 股票-能源 | 1.36% | -0.15% | -0.31% | |
| 21 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.31% | +0.03% | -7.31% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.18% | -0.16% | +6.86% | |
| 23 | CME | Cme Group Inc | 股票-金融 | 1.11% | -0.28% | +5.49% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 1.09% | -0.09% | +6.55% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | -0.03% | +5.94% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.03% | -0.06% | -1.65% | |
| 27 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.03% | -0.08% | +4.46% | |
| 28 | UPS | United Parcel Service-cl B | 股票-工业 | 1.01% | -0.07% | +553.67% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.99% | — | +5.09% | |
| 30 | SO | Southern Co/the | 股票-公用事业 | 0.95% | -0.14% | +217.80% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.95% | -0.09% | -14.62% | |
| 32 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.89% | -0.11% | -4.64% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | -0.06% | -51.24% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.84% | — | +78.95% | |
| 35 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.81% | — | +7.25% | |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.80% | -0.04% | -13.03% | |
| 37 | CMI | Cummins Inc | 股票-工业 | 0.76% | +0.19% | -4.02% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.73% | -0.24% | -10.32% | |
| 39 | ADI | Analog Devices Inc | 股票-科技 | 0.72% | +0.20% | +11.04% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | -0.04% | -8.35% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | +0.04% | -6.09% | |
| 42 | O | Realty Income CORP | 股票-房地产 | 0.70% | -0.12% | +210.86% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.68% | -0.05% | -2.31% | |
| 44 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.67% | -0.08% | +100.48% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.64% | -0.04% | +48.13% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.02% | -12.35% | |
| 47 | POOL | Pool CORP | 股票-工业 | 0.62% | -0.01% | -6.44% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.61% | -0.17% | -2.09% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.61% | -0.08% | -11.54% | |
| 50 | FIS | Fidelity National Info Serv | 股票-科技 | 0.60% | -0.05% | +24.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.2% | -1.69% | 减仓 |
| 2 | UPS | United Parcel Service-cl B | +0.8% | +553.67% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.8% | +66.30% | 加仓 |
| 4 | SO | Southern Co/the | +0.7% | +217.80% | 加仓 |
| 5 | O | Realty Income CORP | +0.5% | +210.86% | 加仓 |
| 6 | UNH | Unitedhealth Group Inc | +0.4% | +78.95% | 加仓 |
| 7 | PEG | Public Service Enterprise Gp | +0.3% | +100.48% | 加仓 |
| 8 | SCHW | Schwab (charles) CORP | +0.3% | NEW | 新建仓 |
| 9 | VEEV | Veeva Systems Inc-class A | +0.3% | NEW | 新建仓 |
| 10 | VZ | Verizon Communications Inc | +0.2% | +6.86% | 加仓 |
| 11 | CME | Cme Group Inc | +0.2% | +5.49% | 加仓 |
| 12 | MDT | Medtronic plc | +0.2% | +6.55% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +0.19% | 加仓 |
| 14 | DRI | Darden Restaurants Inc | +0.2% | +4.46% | 加仓 |
| 15 | DIS | Walt Disney Co/the | +0.2% | +48.13% | 加仓 |
| 16 | UNP | Union Pacific CORP | +0.2% | +3.53% | 加仓 |
| 17 | CB | Chubb Limited | +0.2% | +5.09% | 加仓 |
| 18 | EPD | Enterprise Products Partners | +0.1% | -0.31% | 减仓 |
| 19 | ECL | Ecolab Inc | +0.1% | NEW | 新建仓 |
| 20 | LLY | Eli Lilly & Co | +0.1% | -1.11% | 减仓 |
| 21 | DE | Deere & Co | +0.1% | -5.40% | 减仓 |
| 22 | SNPS | Synopsys Inc | +0.1% | NEW | 新建仓 |
| 23 | WMT | Walmart Inc | 0% | -0.67% | 减仓 |
| 24 | POOL | Pool CORP | -0.1% | -6.44% | 减仓 |
| 25 | LOW | Lowe's Cos Inc | -0.1% | -4.64% | 减仓 |
| 26 | RJF | Raymond James Financial Inc | -0.1% | -3.78% | 减仓 |
| 27 | PEP | Pepsico Inc | -0.1% | -10.32% | 减仓 |
| 28 | IQV | Iqvia Holdings Inc | -0.1% | -5.35% | 减仓 |
| 29 | CMI | Cummins Inc | -0.1% | -4.02% | 减仓 |
| 30 | ICE | Intercontinental Exchange In | -0.1% | -43.30% | 减仓 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | -16.49% | 减仓 |
| 32 | TT | Trane Technologies plc | -0.1% | -2.97% | 减仓 |
| 33 | BLK | Blackrock Inc | -0.2% | -16.28% | 减仓 |
| 34 | TJX | Tjx Companies Inc | -0.2% | -39.17% | 减仓 |
| 35 | DVN | Devon Energy CORP | -0.2% | -62.16% | 减仓 |
| 36 | HD | Home Depot Inc | -0.2% | -14.62% | 减仓 |
| 37 | NEE | Nextera Energy Inc | -0.2% | -85.35% | 减仓 |
| 38 | STE | STERIS plc | -0.2% | EXIT | 清仓 |
| 39 | CRM | Salesforce Inc | -0.2% | -11.54% | 减仓 |
| 40 | SPGI | S&p Global Inc | -0.3% | EXIT | 清仓 |
| 41 | AMZN | Amazon.com Inc | -0.4% | -8.72% | 减仓 |
| 42 | NVDA | Nvidia CORP | -0.4% | -0.03% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.5% | -0.41% | 减仓 |
| 44 | ETN | Eaton Corporation plc | -0.5% | +1.51% | 加仓 |
| 45 | GOOG | Alphabet Inc-cl C | -0.6% | -4.67% | 减仓 |
| 46 | MPC | Marathon Petroleum CORP | -0.6% | -57.54% | 减仓 |
| 47 | APD | Air Products & Chemicals Inc | -0.6% | -80.24% | 减仓 |
| 48 | JNJ | Johnson & Johnson | -0.6% | -51.24% | 减仓 |
| 49 | AVGO | Broadcom Inc | -0.8% | -2.49% | 减仓 |
| 50 | AAPL | Apple Inc | -0.8% | -1.51% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Cullen Investment Group, LTD. 在 Q1 2025 季度的美股持仓总市值约为 US$8.3亿，共申报了 173 个公开持股仓位。
在 Q1 2025 季度，Cullen Investment Group, LTD. 按市值排列的前三大核心持股分别为：BRK-B (7.9%)、AAPL (7.1%)、MSFT (5.0%)。其中最大持股仓位 BRK-B 占据整体投资组合约 7.9% 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
SCHW
市值: US$185.1万
本季最大获利了结 / 清仓标的
SPGI
前期市值: US$189.6万
在 Q1 2025 季度中，Cullen Investment Group, LTD. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 15 个仓位、减仓 29 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SCHW。 本季清仓仓位包含 SPGI。
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。