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: 0001780570
申报总市值
US$80.2亿
US$80.2亿
1210 檔
19.4%
Ethic Inc. 在 Q4 2025 季度的美股仓位总计估值为 US$80.2亿，分散于 1210 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Ethic Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 135 个既有持股进行加仓（合计增持 138 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ethic Inc. 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 19.4%，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 1210 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 | 6.91% | -0.11% | +5.21% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.15% | -0.11% | +4.81% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.23% | -0.46% | +5.61% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.85% | +2.84% | NEW | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.73% | -2.59% | +4.40% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.72% | -0.03% | +2.66% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.90% | +0.16% | +4.08% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.60% | -0.25% | +2.06% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.35% | +0.14% | +7.59% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.19% | -0.02% | +8.38% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | +3.99% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 0.78% | -0.09% | +3.58% | |
| 13 | NFLX | Netflix Inc | 股票-通信服务 | 0.70% | -0.30% | +968.36% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.66% | -0.01% | +0.97% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.07% | +5.72% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.17% | +4.23% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | -0.02% | +3.60% | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 0.57% | +1.24% | +0.65% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 0.55% | -0.05% | -1.19% | |
| 20 | MS | Morgan Stanley | 股票-金融 | 0.54% | +0.01% | +6.08% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 0.52% | +0.18% | +2.39% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.51% | -0.05% | +9.30% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 0.50% | +0.74% | +6.36% | |
| 24 | LRCX | Lam Research CORP | 股票-科技 | 0.48% | +0.36% | -0.12% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.48% | +0.14% | +2.68% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.47% | -0.03% | +4.24% | |
| 27 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.45% | -0.20% | +0.63% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.45% | -0.07% | +9.75% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | +0.45% | -0.98% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.43% | -0.13% | +4.20% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.42% | -0.07% | -1.99% | |
| 32 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.42% | -0.04% | +6.65% | |
| 33 | T | At&t Inc | 股票-通信服务 | 0.40% | -0.19% | -3.54% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.05% | +12.09% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.40% | +0.14% | +10.21% | |
| 36 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.39% | -0.08% | +10.20% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.39% | -0.06% | -4.14% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | +0.01% | +8.17% | |
| 39 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.38% | -0.09% | +7.04% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | -0.01% | +11.81% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.36% | -0.05% | +4.27% | |
| 42 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.35% | -0.11% | -0.10% | |
| 43 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.34% | -0.01% | +5.57% | |
| 44 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.34% | -0.12% | -0.86% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 0.34% | -0.11% | +4.65% | |
| 46 | GEV | GE Vernova Inc | 股票-工业 | 0.33% | +0.05% | +1.14% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.32% | -0.10% | +7.30% | |
| 48 | COF | Capital One Financial CORP | 股票-金融 | 0.32% | -0.03% | +4.38% | |
| 49 | WELL | Welltower Inc | 股票-房地产 | 0.32% | -0.01% | +1.50% | |
| 50 | KLAC | Kla CORP | 股票-科技 | 0.32% | +0.27% | -0.65% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +6.58% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | +4.40% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.4% | +7.59% | 加仓 |
| 4 | AAPL | Apple Inc | +0.3% | +4.81% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.2% | +0.65% | 加仓 |
| 6 | AMD | Advanced Micro Devices | +0.1% | +6.36% | 加仓 |
| 7 | MRK | Merck & Co. Inc. | +0.1% | +9.30% | 加仓 |
| 8 | PEG | Public Service Enterprise Gp | +0.1% | +469.45% | 加仓 |
| 9 | RGLD | Royal Gold Inc | +0.1% | +111.82% | 加仓 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | +9.75% | 加仓 |
| 11 | LRCX | Lam Research CORP | +0.1% | -0.12% | 减仓 |
| 12 | ISRG | Intuitive Surgical Inc | +0.1% | +7.04% | 加仓 |
| 13 | CAT | Caterpillar Inc | +0.1% | +2.39% | 加仓 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -0.98% | 减仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +4.23% | 加仓 |
| 16 | MS | Morgan Stanley | +0.1% | +6.08% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.21% | 加仓 |
| 18 | WBD | Warner Bros Discovery Inc | +0.1% | +20.28% | 加仓 |
| 19 | ACN | Accenture plc | +0.1% | +20.23% | 加仓 |
| 20 | DINO | Hf Sinclair CORP | +0.1% | +1554.68% | 加仓 |
| 21 | AVGO | Broadcom Inc | 0% | +4.08% | 加仓 |
| 22 | CB | Chubb Limited | 0% | +13.15% | 加仓 |
| 23 | HCA | Hca Healthcare Inc | 0% | +34.97% | 加仓 |
| 24 | AMGN | Amgen Inc | 0% | +10.38% | 加仓 |
| 25 | INTC | Intel CORP | 0% | +13.25% | 加仓 |
| 26 | DHR | Danaher CORP | 0% | +9.26% | 加仓 |
| 27 | REGN | Regeneron Pharmaceuticals | 0% | -3.33% | 减仓 |
| 28 | MNST | Monster Beverage CORP | 0% | +26.96% | 加仓 |
| 29 | ARGX | Argenx Se - Adr | 0% | +265.06% | 加仓 |
| 30 | CPNG | Coupang Inc | 0% | +383.22% | 加仓 |
| 31 | TSLA | Tesla Inc | 0% | +8.38% | 加仓 |
| 32 | GS | Goldman Sachs Group Inc | 0% | +0.97% | 加仓 |
| 33 | AXP | American Express Co | 0% | +4.24% | 加仓 |
| 34 | CRM | Salesforce Inc | 0% | +4.20% | 加仓 |
| 35 | TJX | Tjx Companies Inc | 0% | +10.20% | 加仓 |
| 36 | BAC | Bank Of America CORP | 0% | +8.17% | 加仓 |
| 37 | COF | Capital One Financial CORP | 0% | +4.38% | 加仓 |
| 38 | WMT | Walmart Inc | 0% | +12.09% | 加仓 |
| 39 | JPM | Jpmorgan Chase & Co | 0% | +11.81% | 加仓 |
| 40 | PLD | Prologis Inc | 0% | +12.33% | 加仓 |
| 41 | PH | Parker Hannifin CORP | 0% | +11.41% | 加仓 |
| 42 | AZNN | Astrazeneca Plc-spons Adr | 0% | +14.60% | 加仓 |
| 43 | RTX | Rtx CORP | 0% | +14.88% | 加仓 |
| 44 | EXPE | Expedia Group Inc | 0% | +9.97% | 加仓 |
| 45 | GM | General Motors Co | 0% | +11.92% | 加仓 |
| 46 | BIIB | Biogen Inc | 0% | +9.20% | 加仓 |
| 47 | BMY | Bristol-myers Squibb Co | 0% | +4.09% | 加仓 |
| 48 | VTR | Ventas Inc | 0% | +38.71% | 加仓 |
| 49 | ALB | Albemarle CORP | 0% | +32.23% | 加仓 |
| 50 | SNDK | Sandisk CORP | 0% | +58.16% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ethic Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$80.2亿，共申报了 1210 个公开持股仓位。
在 Q4 2025 季度，Ethic Inc. 按市值排列的前三大核心持股分别为：NVDA (6.9%)、AAPL (6.2%)、MSFT (5.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.9% 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$588.2万
本季最大获利了结 / 清仓标的
UL
前期市值: US$641.1万
在 Q4 2025 季度中，Ethic Inc. 共进行了 200 项持仓异动，包含新建仓 3 个仓位、加仓 135 个仓位、减仓 58 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
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。