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
175 檔
26.7%
截至 Q4 2025 季度末，Edgemoor Investment Advisors, Inc. 的美股持仓估值约为 US$14.7亿，全数申报仓位共有 175 档。
在 Q4 2025，Edgemoor Investment Advisors, Inc. 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，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 26.7%，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 | 7.80% | -0.75% | -2.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.21% | -0.08% | -1.69% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.88% | -0.57% | -2.01% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.04% | +0.26% | -5.15% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.46% | +0.23% | -2.35% | |
| 6 | URI | United Rentals Inc | 股票-工业 | 4.40% | +1.35% | -1.11% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.72% | +0.29% | -0.89% | |
| 8 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 3.72% | -0.71% | -0.46% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.23% | -0.04% | -0.80% | |
| 10 | AMAT | Applied Materials Inc | 股票-科技 | 2.99% | +3.22% | -0.69% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.53% | +0.03% | +0.21% | |
| 12 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 2.41% | +0.25% | -1.90% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.93% | -0.09% | -0.64% | |
| 14 | BX | Blackstone Inc | 股票-金融 | 1.84% | -0.14% | +1.04% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.72% | -0.07% | -1.42% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | -0.02% | +0.24% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.62% | +0.40% | +0.49% | |
| 18 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.61% | -0.17% | -0.45% | |
| 19 | BLK | Blackrock Inc | 股票-金融 | 1.53% | -0.18% | +0.58% | |
| 20 | GD | General Dynamics CORP | 股票-工业 | 1.49% | -0.17% | +1.05% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.45% | -0.18% | +3.51% | |
| 22 | C | Citigroup Inc | 股票-金融 | 1.30% | +0.10% | +0.25% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.16% | -0.75% | -0.65% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.11% | -0.13% | -2.85% | |
| 25 | ARCC | Ares Capital CORP | 股票-金融 | 1.11% | -0.11% | +0.13% | |
| 26 | AEP | American Electric Power | 股票-公用事业 | 1.10% | -0.12% | +0.16% | |
| 27 | SPG | Simon Property Group Inc | 股票-房地产 | 1.00% | +0.03% | -0.40% | |
| 28 | DE | Deere & Co | 股票-工业 | 0.94% | -0.03% | -0.46% | |
| 29 | O | Realty Income CORP | 股票-房地产 | 0.90% | -0.11% | +6.03% | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 0.90% | -0.31% | -2.19% | |
| 31 | ETR | Entergy CORP | 股票-公用事业 | 0.85% | -0.13% | -0.74% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.78% | -0.09% | -0.18% | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.74% | -0.16% | -1.92% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.72% | -0.08% | +6.47% | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.65% | -0.24% | -8.65% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.65% | -0.15% | -0.97% | |
| 37 | CCI | Crown Castle Inc | 股票-房地产 | 0.65% | -0.12% | +1.04% | |
| 38 | T | At&t Inc | 股票-通信服务 | 0.63% | -0.28% | +1.15% | |
| 39 | PSA | Public Storage | 股票-房地产 | 0.58% | +0.01% | +0.59% | |
| 40 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.56% | +0.14% | +7.69% | |
| 41 | NY4B | Clearway Energy Inc-a | 股票-其他 | 0.52% | -0.66% | EXIT | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.52% | -0.14% | +5.32% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.51% | -0.09% | -0.09% | |
| 44 | EVRG | Evergy Inc | 股票-公用事业 | 0.51% | -0.05% | +2.78% | |
| 45 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.50% | -0.07% | -1.74% | |
| 46 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.49% | -0.03% | +6.15% | |
| 47 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.47% | -0.07% | -3.18% | |
| 48 | ES | Eversource Energy | 股票-公用事业 | 0.40% | -0.02% | +4.37% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.39% | -0.06% | -22.58% | |
| 50 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.38% | -0.05% | -18.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -5.15% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.89% | 减仓 |
| 3 | AMAT | Applied Materials Inc | +0.6% | -0.69% | 减仓 |
| 4 | AAPL | Apple Inc | +0.4% | -1.69% | 减仓 |
| 5 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | -0.64% | 减仓 |
| 6 | C | Citigroup Inc | +0.2% | +0.25% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.49% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.80% | 减仓 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.18% | 减仓 |
| 10 | JNJ | Johnson & Johnson | +0.1% | -1.42% | 减仓 |
| 11 | AVGO | Broadcom Inc | +0.1% | -2.35% | 减仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | +3.51% | 加仓 |
| 13 | USB | US Bancorp | +0.1% | +24.18% | 加仓 |
| 14 | NFLX | Netflix Inc | +0.1% | +7203.78% | 加仓 |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | +7.69% | 加仓 |
| 16 | NY4B | Clearway Energy Inc-a | +0.1% | +0.19% | 加仓 |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.65% | 减仓 |
| 18 | UPS | United Parcel Service-cl B | +0.1% | +27.11% | 加仓 |
| 19 | XFRAX | Blackrock Fltng Rt Inc Strat | +0.1% | +47.11% | 加仓 |
| 20 | EMO | Clearbridge Energy Midstream | +0.1% | +36.85% | 加仓 |
| 21 | FSLR | First Solar Inc | +0.1% | +41.43% | 加仓 |
| 22 | INTU | Intuit Inc | +0.1% | +65.47% | 加仓 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +0.24% | 加仓 |
| 24 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +6.47% | 加仓 |
| 25 | CCI | Crown Castle Inc | 0% | +1.04% | 加仓 |
| 26 | ORCL | Oracle CORP | -0.1% | +0.20% | 加仓 |
| 27 | SO | Southern Co/the | -0.1% | -0.09% | 减仓 |
| 28 | PSA | Public Storage | -0.1% | +0.59% | 加仓 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -56.49% | 减仓 |
| 30 | T | At&t Inc | -0.1% | +1.15% | 加仓 |
| 31 | IWF | Ishares Russell 1000 Growth | -0.1% | -36.39% | 减仓 |
| 32 | DLR | Digital Realty Trust Inc | -0.1% | -3.18% | 减仓 |
| 33 | FCT | First Trust Snr Fl Rt Inc Ii | -0.1% | -18.41% | 减仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.01% | 减仓 |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | -22.58% | 减仓 |
| 36 | BLK | Blackrock Inc | -0.1% | +0.58% | 加仓 |
| 37 | VZ | Verizon Communications Inc | -0.1% | -8.65% | 减仓 |
| 38 | LOW | Lowe's Cos Inc | -0.2% | -0.46% | 减仓 |
| 39 | BX | Blackstone Inc | -0.2% | +1.04% | 加仓 |
| 40 | KO | Coca-cola Co/the | -0.2% | -87.46% | 减仓 |
| 41 | WSM | Williams-sonoma Inc | -0.3% | -1.90% | 减仓 |
| 42 | LEN | Lennar Corp-a | -0.4% | -0.45% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.7% | -2.10% | 减仓 |
| 44 | URI | United Rentals Inc | -0.8% | -1.11% | 减仓 |
| 45 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 46 | ARE | Alexandria Real Estate Equit | — | EXIT | 清仓 |
| 47 | GIS | General Mills Inc | — | NEW | 新建仓 |
| 48 | CAVA | Cava Group Inc | — | EXIT | 清仓 |
| 49 | TFC | Truist Financial CORP | — | EXIT | 清仓 |
| 50 | IYW | Ishares Ustechnology ETF | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Edgemoor Investment Advisors, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$14.7亿，共申报了 175 个公开持股仓位。
在 Q4 2025 季度，Edgemoor Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：MSFT (7.8%)、AAPL (7.2%)、BRK-B (5.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.8% 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
GIS
市值: US$210.4万
本季最大获利了结 / 清仓标的
FISV
前期市值: US$665.2万
在 Q4 2025 季度中，Edgemoor Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 20 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 GIS。 本季清仓仓位包含 FISV。
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。