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: 0000354204
申报总市值
US$5518.4亿
US$5518.4亿
3271 檔
10.7%
Q3 2025 季度申报显示，Dimensional Fund Advisors LP 披露的美股组合总市值为 US$5518.4亿，涵盖 3271 个不同之权益投资仓位。
在 Q3 2025，Dimensional Fund Advisors LP 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 30 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Dimensional Fund Advisors LP 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 10.7%，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
B
市值: US$5.8亿
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$5.4亿
仅显示前 200 大持股（共 3271 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 | NVDA | Nvidia CORP | 股票-科技 | 3.72% | +0.02% | -0.48% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.13% | +0.03% | +0.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.18% | +1.95% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.47% | -0.09% | +2.08% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.42% | +0.12% | +0.97% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.01% | -3.05% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | +0.06% | +1.50% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.90% | +0.02% | +1.12% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.08% | +7.69% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | -0.05% | -0.38% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | -0.31% | -6.53% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.09% | -2.94% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | — | +1.30% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | +0.13% | +2.00% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.02% | +1.18% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.18% | +28.48% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.04% | +2.68% | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 0.47% | -0.01% | +5.54% | |
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.44% | — | -6.20% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 0.44% | -0.01% | +0.24% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.08% | +0.98% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.40% | +0.07% | -2.47% | |
| 23 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | -0.12% | +1.03% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 0.37% | -0.10% | +34.88% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.36% | -0.03% | -0.21% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | +0.01% | -5.24% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.34% | -0.09% | +0.57% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | +0.01% | +2.13% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.34% | -0.07% | -8.20% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.32% | +0.02% | -1.90% | |
| 31 | T | At&t Inc | 股票-通信服务 | 0.31% | -0.09% | -9.08% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.30% | -0.08% | -5.16% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | +0.02% | -0.44% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.30% | +0.13% | -2.35% | |
| 35 | PLD | Prologis Inc | 股票-房地产 | 0.29% | -0.04% | -6.19% | |
| 36 | LIN | Linde plc | 股票-原材料 | 0.29% | -0.02% | +7.80% | |
| 37 | WELL | Welltower Inc | 股票-房地产 | 0.28% | +0.01% | +2.93% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.28% | +0.02% | +1.65% | |
| 39 | APP | Applovin Corp-class A | 股票-科技 | 0.28% | +0.01% | +1.74% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.27% | -0.04% | +1.97% | |
| 41 | AMT | American Tower CORP | 股票-房地产 | 0.26% | -0.04% | -3.48% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.26% | -0.03% | +5.95% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.26% | -0.05% | +1.91% | |
| 44 | MU | Micron Technology Inc | 股票-科技 | 0.25% | +0.93% | +2.29% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.24% | -0.03% | -2.43% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.24% | -0.06% | -2.61% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.23% | +0.04% | +36.85% | |
| 48 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.23% | -0.04% | -5.60% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.23% | -0.09% | -1.30% | |
| 50 | CRM | Salesforce Inc | 股票-科技 | 0.22% | -0.04% | +3.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -0.48% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.5% | +1.95% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.50% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.4% | +7.69% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +1.12% | 加仓 |
| 6 | ORCL | Oracle CORP | +0.2% | +1.18% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +2.08% | 加仓 |
| 8 | APP | Applovin Corp-class A | +0.2% | +1.74% | 加仓 |
| 9 | TSLA | Tesla Inc | +0.2% | +5.54% | 加仓 |
| 10 | NFLX | Netflix Inc | +0.1% | +34.88% | 加仓 |
| 11 | MU | Micron Technology Inc | +0.1% | +2.29% | 加仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +8.33% | 加仓 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.54% | 加仓 |
| 14 | WDC | Western Digital CORP | +0.1% | +11.85% | 加仓 |
| 15 | HOOD | Robinhood Markets Inc - A | +0.1% | +0.15% | 减仓 |
| 16 | CCL1EUR | Carnival CORP LTD | +0.1% | +50.72% | 加仓 |
| 17 | LRCX | Lam Research CORP | +0.1% | -0.90% | 减仓 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +4.06% | 加仓 |
| 19 | NEM | Newmont CORP | +0.1% | -10.24% | 加仓 |
| 20 | COF | Capital One Financial CORP | +0.1% | -18.87% | 加仓 |
| 21 | CRH | CRH plc | +0.1% | +12.10% | 加仓 |
| 22 | ELAN | Elanco Animal Health Inc | +0.1% | +8.63% | 加仓 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -1.90% | 减仓 |
| 24 | QCOM | Qualcomm Inc | +0.1% | +36.85% | 加仓 |
| 25 | CAT | Caterpillar Inc | +0.1% | -2.35% | 减仓 |
| 26 | MS | Morgan Stanley | +0.1% | +1.65% | 加仓 |
| 27 | URI | United Rentals Inc | +0.1% | +2.91% | 加仓 |
| 28 | PYPL | Paypal Holdings Inc | +0.1% | +35.90% | 加仓 |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -3.05% | 减仓 |
| 30 | AMD | Advanced Micro Devices | 0% | +1.36% | 减仓 |
| 31 | CSX | Csx CORP | 0% | +6.06% | 加仓 |
| 32 | KLAC | Kla CORP | 0% | +2.18% | 减仓 |
| 33 | GE | General Electric | 0% | +6.18% | 加仓 |
| 34 | JNJ | Johnson & Johnson | 0% | -2.94% | 加仓 |
| 35 | AAPL | Apple Inc | 0% | +0.42% | 加仓 |
| 36 | AMZN | Amazon.com Inc | 0% | +0.97% | 加仓 |
| 37 | CVX | Chevron CORP | 0% | +28.48% | 加仓 |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | -1.65% | 减仓 |
| 39 | COST | Costco Wholesale CORP | -0.1% | -8.20% | 减仓 |
| 40 | LLY | Eli Lilly & Co | -0.2% | +2.00% | 减仓 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.38% | 减仓 |
| 42 | XOM | Exxon Mobil CORP | -0.3% | -6.53% | 减仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -2.47% | 加仓 |
| 44 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 45 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
| 46 | HES | Hess CORP | — | EXIT | 清仓 |
| 47 | SSB | Southstate Bank CORP | — | NEW | 新建仓 |
| 48 | SSBUSD | Southstate Bank CORP | — | EXIT | 清仓 |
| 49 | USX1 | United States Steel CORP | — | EXIT | 清仓 |
| 50 | ABX | Barrick Gold CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Dimensional Fund Advisors LP 在 Q3 2025 季度的美股持仓总市值约为 US$5518.4亿，共申报了 3271 个公开持股仓位。
在 Q3 2025 季度，Dimensional Fund Advisors LP 按市值排列的前三大核心持股分别为：NVDA (3.7%)、AAPL (3.1%)、MSFT (2.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.7% 的权重。
在 Q3 2025 季度中，Dimensional Fund Advisors LP 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 30 个仓位、减仓 13 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 B。 本季清仓仓位包含 DFSEUR。
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。