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: 0001482171
申报总市值
US$3.5亿
US$3.5亿
53 檔
40.1%
Q2 2025 季度申报显示，Davis-rea LTD. 披露的美股组合总市值为 US$3.5亿，涵盖 53 个不同之权益投资仓位。
Davis-rea LTD. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 19 档持股的同时，亦同步清仓 2 档并减仓 23 档标的。
在资产配置集中度方面，Davis-rea LTD. 的前 5 大核心持股（包含 META, GOOGL, AMZN 等）合计占整体申报市值的 40.1%，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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.80% | +1.42% | -24.43% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.86% | +1.36% | -2.88% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.57% | +1.23% | +4.04% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 6.17% | +0.13% | -0.73% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.51% | +0.72% | -24.20% | |
| 6 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 4.36% | +1.19% | +14.80% | |
| 7 | SYK | Stryker CORP | 股票-医疗保健 | 3.52% | +0.76% | +0.20% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.15% | +0.73% | +178.03% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 3.11% | +0.28% | +0.83% | |
| 10 | SNPS | Synopsys Inc | 股票-科技 | 3.05% | +0.69% | +0.31% | |
| 11 | RY | Royal Bank Of Canada | 股票-金融 | 2.96% | -3.23% | EXIT | |
| 12 | PNC | Pnc Financial Services Group | 股票-金融 | 2.51% | +1.04% | +0.34% | |
| 13 | NET | Cloudflare Inc - Class A | 股票-科技 | 2.49% | +1.72% | +0.09% | |
| 14 | ACN | Accenture plc | 股票-科技 | 2.01% | +0.33% | -1.85% | |
| 15 | FTS | Fortis Inc | 股票-公用事业 | 1.93% | -2.32% | EXIT | |
| 16 | AKX | Ansys Inc | 股票-其他 | 1.77% | — | +1.68% | |
| 17 | BN | Brookfield CORP | 股票-金融 | 1.74% | -1.65% | EXIT | |
| 18 | TD | Toronto-dominion Bank | 股票-金融 | 1.70% | -1.79% | EXIT | |
| 19 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.60% | -0.79% | +96.65% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.58% | +0.37% | -2.53% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.57% | -0.03% | -2.42% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.56% | — | -14.27% | |
| 23 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.27% | -1.36% | EXIT | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 1.26% | -0.01% | +0.29% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.24% | +0.04% | -4.29% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.22% | +0.09% | -2.68% | |
| 27 | LIN | Linde plc | 股票-原材料 | 1.22% | +0.20% | -0.66% | |
| 28 | ENB | Enbridge Inc | 股票-能源 | 1.22% | -1.49% | EXIT | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 1.21% | +0.09% | -0.51% | |
| 30 | CB | Chubb Limited | 股票-金融 | 1.20% | +0.19% | -1.65% | |
| 31 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.06% | — | -0.50% | |
| 32 | OTIS | Otis Worldwide CORP | 股票-工业 | 1.06% | +0.08% | -0.07% | |
| 33 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.03% | -1.36% | EXIT | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 1.00% | +0.27% | +1.66% | |
| 35 | XYL | Xylem Inc | 股票-工业 | 0.99% | +0.15% | +0.91% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.98% | +0.14% | +3.41% | |
| 37 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.98% | -1.27% | EXIT | |
| 38 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 0.97% | -1.18% | EXIT | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | +0.20% | +0.95% | |
| 40 | GIB | Cgi Inc | 股票-科技 | 0.89% | -0.86% | EXIT | |
| 41 | UL | Unilever PLC | 股票-非周期性消费 | 0.84% | — | -0.31% | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.74% | -0.45% | EXIT | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.68% | +0.22% | NEW | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.59% | -0.18% | EXIT | |
| 45 | ROK | Rockwell Automation Inc | 股票-工业 | 0.46% | +0.27% | +8.47% | |
| 46 | CRH | CRH plc | 股票-原材料 | 0.46% | +0.15% | NEW | |
| 47 | CTAS | Cintas CORP | 股票-工业 | 0.44% | +0.10% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | +0.02% | -8.57% | |
| 49 | BMO | Bank Of Montreal | 股票-金融 | 0.11% | -0.13% | EXIT | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.09% | +0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.8% | +178.03% | 加仓 |
| 2 | NET | Cloudflare Inc - Class A | +1% | +0.09% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.7% | +4.04% | 加仓 |
| 4 | ZTS | Zoetis Inc | +0.7% | +96.65% | 加仓 |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +0.7% | NEW | 新建仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | -0.73% | 减仓 |
| 7 | CRH | CRH plc | +0.5% | NEW | 新建仓 |
| 8 | SNPS | Synopsys Inc | +0.3% | +0.31% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.88% | 减仓 |
| 10 | RY | Royal Bank Of Canada | +0.2% | -1.72% | 减仓 |
| 11 | BAC | Bank Of America CORP | +0.2% | +0.83% | 加仓 |
| 12 | DIS | Walt Disney Co/the | +0.2% | +3.41% | 加仓 |
| 13 | BN | Brookfield CORP | +0.1% | -1.13% | 减仓 |
| 14 | TD | Toronto-dominion Bank | +0.1% | -5.82% | 减仓 |
| 15 | ROK | Rockwell Automation Inc | +0.1% | +8.47% | 加仓 |
| 16 | AKX | Ansys Inc | +0.1% | +1.68% | 加仓 |
| 17 | AVTR | Avantor Inc | +0.1% | NEW | 新建仓 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | 新建仓 |
| 19 | BNS | Bank Of Nova Scotia | +0.1% | -2.62% | 减仓 |
| 20 | BEP | Brookfield Renewable Partners L.P. | +0.1% | -0.26% | 减仓 |
| 21 | CNI | Canadian Natl Railway Co | +0.1% | +6.70% | 加仓 |
| 22 | NEM | Newmont CORP | +0.1% | NEW | 新建仓 |
| 23 | GIB | Cgi Inc | 0% | +5.57% | 加仓 |
| 24 | XYL | Xylem Inc | 0% | +0.91% | 加仓 |
| 25 | BIP | Brookfield Infrastructure Partners L.P. | 0% | -2.86% | 减仓 |
| 26 | RTX | Rtx CORP | — | -2.68% | 减仓 |
| 27 | CTAS | Cintas CORP | — | — | 不变 |
| 28 | SYK | Stryker CORP | 0% | +0.20% | 加仓 |
| 29 | PNC | Pnc Financial Services Group | 0% | +0.34% | 加仓 |
| 30 | AQN | Algonquin Power & Utilities | 0% | EXIT | 清仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -8.57% | 减仓 |
| 32 | UL | Unilever PLC | 0% | -0.31% | 减仓 |
| 33 | SPGI | S&p Global Inc | -0.1% | -0.51% | 减仓 |
| 34 | HD | Home Depot Inc | -0.1% | +1.66% | 加仓 |
| 35 | FTS | Fortis Inc | -0.1% | -1.82% | 减仓 |
| 36 | ENB | Enbridge Inc | -0.1% | -0.43% | 减仓 |
| 37 | DHR | Danaher CORP | -0.1% | -0.66% | 减仓 |
| 38 | OTIS | Otis Worldwide CORP | -0.1% | -0.07% | 减仓 |
| 39 | ABT | Abbott Laboratories | -0.1% | -4.29% | 减仓 |
| 40 | ROP | Roper Technologies Inc | -0.1% | +0.29% | 加仓 |
| 41 | V | Visa Inc-class A Shares | -0.1% | -2.53% | 减仓 |
| 42 | PBA | Pembina Pipeline CORP | -0.2% | +0.40% | 加仓 |
| 43 | JNJ | Johnson & Johnson | -0.2% | +0.95% | 加仓 |
| 44 | CB | Chubb Limited | -0.2% | -1.65% | 减仓 |
| 45 | MCD | Mcdonald's CORP | -0.3% | -2.42% | 减仓 |
| 46 | ACN | Accenture plc | -0.3% | -1.85% | 减仓 |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.6% | +14.80% | 加仓 |
| 48 | META | Meta Platforms Inc-class A | -1.1% | -24.43% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -1.7% | -14.27% | 减仓 |
| 50 | NVDA | Nvidia CORP | -1.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Davis-rea LTD. 在 Q2 2025 季度的美股持仓总市值约为 US$3.5亿，共申报了 53 个公开持股仓位。
在 Q2 2025 季度，Davis-rea LTD. 按市值排列的前三大核心持股分别为：META (9.8%)、GOOGL (6.9%)、AMZN (6.6%)。其中最大持股仓位 META 占据整体投资组合约 9.8% 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
SHY
市值: US$273.7万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$650.3万
在 Q2 2025 季度中，Davis-rea LTD. 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 19 个仓位、减仓 23 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SHY。 本季清仓仓位包含 NVDA。
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。