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
3240 檔
10.9%
在 Q4 2025 的 13F 官方备案中，Dimensional Fund Advisors LP 管理的美股投资组合规模来到 US$5518.4亿，整体持股档数为 3240 档。
在 Q4 2025，Dimensional Fund Advisors LP 展现出较为审慎的避险与获利了结姿态。本季共减仓 24 个仓位并完全清仓 5 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，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 10.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 3240 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 | 3.68% | +0.02% | +0.99% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.28% | +0.03% | +0.44% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | -0.18% | +2.37% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.54% | +0.12% | +5.42% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.39% | -0.09% | +7.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | +0.06% | -7.19% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.01% | -1.77% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.98% | +0.02% | -13.66% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | +0.13% | +0.20% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 0.84% | +0.08% | +2.12% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | -0.09% | -4.33% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.05% | +0.11% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.31% | -10.96% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | +1.28% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.04% | +1.72% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.18% | -2.73% | |
| 17 | TSLA | Tesla Inc | 股票-周期性消费 | 0.46% | -0.01% | -0.32% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.08% | -2.69% | |
| 19 | MU | Micron Technology Inc | 股票-科技 | 0.41% | +0.93% | -0.41% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.40% | — | -7.06% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | -0.03% | -0.23% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.37% | -0.01% | +1.75% | |
| 23 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | -0.12% | -2.97% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.36% | +0.07% | -2.14% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.36% | -0.09% | +0.74% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | +0.01% | -0.25% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | +0.01% | +5.70% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.35% | -0.02% | +0.24% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.02% | -1.94% | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 0.33% | +0.13% | -4.36% | |
| 31 | WELL | Welltower Inc | 股票-房地产 | 0.32% | +0.01% | +11.86% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.31% | -0.10% | +1027.51% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.31% | +0.02% | +0.59% | |
| 34 | PLD | Prologis Inc | 股票-房地产 | 0.31% | -0.04% | -4.20% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.30% | -0.07% | -1.89% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.29% | -0.04% | -1.17% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.28% | +0.02% | +14.79% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.27% | -0.03% | +1.55% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.27% | +0.04% | +13.90% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.27% | +0.02% | -12.10% | |
| 41 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.26% | -0.08% | -4.83% | |
| 42 | T | At&t Inc | 股票-通信服务 | 0.26% | -0.09% | -2.70% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.25% | -0.03% | -3.58% | |
| 44 | GM | General Motors Co | 股票-周期性消费 | 0.24% | -0.02% | -7.61% | |
| 45 | LIN | Linde plc | 股票-原材料 | 0.24% | -0.02% | -5.38% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.24% | -0.06% | -0.21% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.24% | -0.05% | +0.19% | |
| 48 | AMT | American Tower CORP | 股票-房地产 | 0.23% | -0.04% | -1.18% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.23% | +0.05% | +0.37% | |
| 50 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.23% | -0.04% | -7.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.2% | +0.20% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.19% | 减仓 |
| 3 | MU | Micron Technology Inc | +0.2% | -0.41% | 减仓 |
| 4 | AAPL | Apple Inc | +0.2% | +0.44% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.1% | +5.42% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -13.66% | 减仓 |
| 7 | MRK | Merck & Co. Inc. | +0.1% | +14.79% | 加仓 |
| 8 | AA | Alcoa CORP | +0.1% | +4.16% | 加仓 |
| 9 | AVGO | Broadcom Inc | 0% | +2.12% | 加仓 |
| 10 | WELL | Welltower Inc | 0% | +11.86% | 加仓 |
| 11 | GM | General Motors Co | 0% | -7.61% | 减仓 |
| 12 | LRCX | Lam Research CORP | 0% | -2.40% | 减仓 |
| 13 | QCOM | Qualcomm Inc | 0% | +13.90% | 加仓 |
| 14 | JNJ | Johnson & Johnson | 0% | -4.33% | 减仓 |
| 15 | CAT | Caterpillar Inc | 0% | -4.36% | 减仓 |
| 16 | CSCO | Cisco Systems Inc | 0% | -2.69% | 减仓 |
| 17 | WFC | Wells Fargo & Co | 0% | -0.23% | 减仓 |
| 18 | OMC | Omnicom Group | 0% | +86.34% | 加仓 |
| 19 | BMY | Bristol-myers Squibb Co | 0% | +0.54% | 加仓 |
| 20 | AMGN | Amgen Inc | 0% | +1.65% | 加仓 |
| 21 | WDC | Western Digital CORP | 0% | -6.30% | 减仓 |
| 22 | FDX | Fedex CORP | 0% | +2.80% | 加仓 |
| 23 | WBD | Warner Bros Discovery Inc | 0% | -4.14% | 减仓 |
| 24 | FCX | Freeport-mcmoran Inc | 0% | -0.19% | 减仓 |
| 25 | TMO | Thermo Fisher Scientific Inc | 0% | -0.85% | 减仓 |
| 26 | NEM | Newmont CORP | 0% | +0.36% | 加仓 |
| 27 | VST | Vistra CORP | 0% | -4.36% | 减仓 |
| 28 | CHTR | Charter Communications Inc-a | 0% | -5.40% | 减仓 |
| 29 | AL | Air Lease CORP | 0% | -42.60% | 减仓 |
| 30 | URI | United Rentals Inc | 0% | -4.62% | 减仓 |
| 31 | ABBV | Abbvie Inc | 0% | -7.06% | 减仓 |
| 32 | NVDA | Nvidia CORP | 0% | +0.99% | 加仓 |
| 33 | VZ | Verizon Communications Inc | 0% | -4.83% | 减仓 |
| 34 | T | At&t Inc | -0.1% | -2.70% | 减仓 |
| 35 | FISV | Fiserv Inc | -0.1% | -6.22% | 减仓 |
| 36 | LIN | Linde plc | -0.1% | -5.38% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -10.96% | 减仓 |
| 38 | NFLX | Netflix Inc | -0.1% | +1027.51% | 加仓 |
| 39 | APP | Applovin Corp-class A | -0.1% | -16.69% | 减仓 |
| 40 | HD | Home Depot Inc | -0.1% | +1.75% | 加仓 |
| 41 | META | Meta Platforms Inc-class A | -0.1% | +7.54% | 加仓 |
| 42 | ORCL | Oracle CORP | -0.2% | +0.24% | 加仓 |
| 43 | MSFT | Microsoft CORP | -0.2% | +2.37% | 加仓 |
| 44 | 07WA | Mr Cooper Group Inc | — | EXIT | 清仓 |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 46 | UL | Unilever PLC | — | EXIT | 清仓 |
| 47 | CWK | Cushman & Wakefield Limited | — | NEW | 新建仓 |
| 48 | CWK | Cushman & Wakefield Limited | — | EXIT | 清仓 |
| 49 | IPG | Interpublic Group Of Cos Inc | — | EXIT | 清仓 |
| 50 | 2655957D | Premier Inc-class A | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Dimensional Fund Advisors LP 在 Q4 2025 季度的美股持仓总市值约为 US$5518.4亿，共申报了 3240 个公开持股仓位。
在 Q4 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 (3.3%)、MSFT (2.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.7% 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
UL
市值: US$2.9亿
本季最大获利了结 / 清仓标的
07WA
前期市值: US$4.3亿
在 Q4 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 19 个仓位、减仓 24 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 07WA。
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。