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: 0001313792
申报总市值
US$14.7亿
US$14.7亿
190 檔
27.3%
Edgemoor Investment Advisors, Inc. 在 Q3 2025 季度的美股仓位总计估值为 US$14.7亿，分散于 190 个持仓标的之中，反映其市场参与广度与投资规模。
Edgemoor Investment Advisors, Inc. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 16 档持股的同时，亦同步清仓 3 档并减仓 24 档标的。
在资产配置集中度方面，Edgemoor Investment Advisors, Inc. 的前 5 大核心持股（包含 MSFT, AAPL, BRK-B 等）合计占整体申报市值的 27.3%，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 | MSFT | Microsoft CORP | 股票-科技 | 8.48% | -0.75% | +0.62% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.82% | -0.08% | -0.66% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.97% | -0.57% | -0.12% | |
| 4 | URI | United Rentals Inc | 股票-工业 | 5.22% | +1.35% | -1.04% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.33% | +0.23% | -0.03% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.10% | +0.26% | +0.64% | |
| 7 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 3.87% | -0.71% | -0.08% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.08% | -0.04% | +0.68% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.90% | +0.29% | -0.41% | |
| 10 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 2.67% | +0.25% | -1.21% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.51% | +0.03% | +1.62% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 2.38% | +3.22% | +0.29% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 2.01% | -0.14% | +0.28% | |
| 14 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.97% | -0.17% | -0.05% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.67% | -0.09% | -1.48% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 1.65% | -0.18% | -0.11% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | -0.02% | +0.78% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.59% | -0.07% | -0.98% | |
| 19 | GD | General Dynamics CORP | 股票-工业 | 1.48% | -0.17% | -0.58% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.47% | +0.40% | +0.93% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.33% | -0.18% | +0.09% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.14% | -0.13% | +24.40% | |
| 23 | C | Citigroup Inc | 股票-金融 | 1.12% | +0.10% | -0.13% | |
| 24 | ARCC | Ares Capital CORP | 股票-金融 | 1.11% | -0.11% | +2.80% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.08% | -0.75% | -1.53% | |
| 26 | AEP | American Electric Power | 股票-公用事业 | 1.06% | -0.12% | -0.38% | |
| 27 | SPG | Simon Property Group Inc | 股票-房地产 | 1.01% | +0.03% | -0.21% | |
| 28 | DE | Deere & Co | 股票-工业 | 0.92% | -0.03% | +3.36% | |
| 29 | O | Realty Income CORP | 股票-房地产 | 0.91% | -0.11% | +7.03% | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 0.89% | -0.31% | +0.86% | |
| 31 | ETR | Entergy CORP | 股票-公用事业 | 0.86% | -0.13% | -1.56% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.77% | -0.24% | +0.65% | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.73% | -0.16% | -0.93% | |
| 34 | T | At&t Inc | 股票-通信服务 | 0.70% | -0.28% | +9.99% | |
| 35 | CCI | Crown Castle Inc | 股票-房地产 | 0.69% | -0.12% | +1.77% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | -0.08% | +5.98% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.65% | -0.09% | -24.52% | |
| 38 | PSA | Public Storage | 股票-房地产 | 0.64% | +0.01% | +1.01% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.61% | -0.15% | -0.51% | |
| 40 | SO | Southern Co/the | 股票-公用事业 | 0.56% | -0.09% | -1.52% | |
| 41 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.54% | -0.07% | -1.69% | |
| 42 | EVRG | Evergy Inc | 股票-公用事业 | 0.52% | -0.05% | +3.26% | |
| 43 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.52% | -0.07% | -1.37% | |
| 44 | FISV | Fiserv Inc | 股票-其他 | 0.51% | — | +18.62% | |
| 45 | PFE | Pfizer Inc | 股票-医疗保健 | 0.50% | -0.14% | +7.54% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.49% | -0.06% | +29.72% | |
| 47 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.48% | +0.14% | +5.62% | |
| 48 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.46% | -0.05% | -4.47% | |
| 49 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.46% | -0.03% | +3.17% | |
| 50 | NY4B | Clearway Energy Inc-a | 股票-其他 | 0.44% | -0.66% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | -0.03% | 减仓 |
| 2 | MSFT | Microsoft CORP | +1% | +0.62% | 减仓 |
| 3 | URI | United Rentals Inc | +1% | -1.04% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.8% | +0.64% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.8% | +1.62% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.41% | 减仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +0.93% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.3% | +0.29% | 减仓 |
| 9 | VRT | Vertiv Holdings Co-a | +0.2% | +5.62% | 加仓 |
| 10 | C | Citigroup Inc | +0.2% | -0.13% | 减仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.98% | 减仓 |
| 12 | UBER | Uber Technologies Inc | +0.1% | +23.01% | 加仓 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +29.72% | 加仓 |
| 14 | IWF | Ishares Russell 1000 Growth | +0.1% | +57.20% | 加仓 |
| 15 | ORCL | Oracle CORP | +0.1% | -0.28% | 加仓 |
| 16 | ICSH | Ishares Ultra Short Duration | +0.1% | +24.40% | 加仓 |
| 17 | BX | Blackstone Inc | +0.1% | +0.28% | 减仓 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | +0.09% | 加仓 |
| 19 | ES | Eversource Energy | 0% | +9.61% | 加仓 |
| 20 | GD | General Dynamics CORP | 0% | -0.58% | 减仓 |
| 21 | BKNG | Booking Holdings Inc | 0% | +3.17% | 加仓 |
| 22 | EVRG | Evergy Inc | 0% | +3.26% | 加仓 |
| 23 | PFE | Pfizer Inc | — | +7.54% | 加仓 |
| 24 | WSM | Williams-sonoma Inc | 0% | -1.21% | 减仓 |
| 25 | BLK | Blackrock Inc | 0% | -0.11% | 减仓 |
| 26 | O | Realty Income CORP | 0% | +7.03% | 加仓 |
| 27 | SPG | Simon Property Group Inc | -0.1% | -0.21% | 加仓 |
| 28 | NVS | Novartis Ag-sponsored Adr | -0.1% | -1.53% | 减仓 |
| 29 | AMZN | Amazon.com Inc | -0.1% | +0.68% | 减仓 |
| 30 | OKE | Oneok Inc | -0.2% | -1.30% | 减仓 |
| 31 | LEN | Lennar Corp-a | -0.2% | -0.05% | 减仓 |
| 32 | ARE | Alexandria Real Estate Equit | -0.2% | -18.80% | 减仓 |
| 33 | EPD | Enterprise Products Partners | -0.3% | -0.93% | 减仓 |
| 34 | FISV | Fiserv Inc | -0.3% | +18.62% | 加仓 |
| 35 | MRK | Merck & Co. Inc. | -0.4% | -89.46% | 减仓 |
| 36 | ARCC | Ares Capital CORP | -0.4% | +2.80% | 减仓 |
| 37 | LOW | Lowe's Cos Inc | -0.5% | -0.08% | 减仓 |
| 38 | AAPL | Apple Inc | -0.6% | -0.66% | 减仓 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.9% | -1.48% | 减仓 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -1.8% | -0.12% | 减仓 |
| 41 | USB | US Bancorp | — | NEW | 新建仓 |
| 42 | MRP | Millrose Properties | — | NEW | 新建仓 |
| 43 | UPS | United Parcel Service-cl B | — | NEW | 新建仓 |
| 44 | CPRT | Copart Inc | — | NEW | 新建仓 |
| 45 | MRSH | Marsh & Mclennan Cos | — | EXIT | 清仓 |
| 46 | INTU | Intuit Inc | — | NEW | 新建仓 |
| 47 | BCE | Bce Inc | — | EXIT | 清仓 |
| 48 | FSLR | First Solar Inc | — | NEW | 新建仓 |
| 49 | CAVA | Cava Group Inc | — | NEW | 新建仓 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Edgemoor Investment Advisors, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$14.7亿，共申报了 190 个公开持股仓位。
在 Q3 2025 季度，Edgemoor Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：MSFT (8.5%)、AAPL (6.8%)、BRK-B (6.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.5% 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
USB
市值: US$327.8万
本季最大获利了结 / 清仓标的
MRSH
前期市值: US$157.4万
在 Q3 2025 季度中，Edgemoor Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 16 个仓位、减仓 24 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 USB。 本季清仓仓位包含 MRSH。
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。