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: 0001009003
申报总市值
US$3.0亿
US$3.0亿
166 檔
24.9%
Q3 2025 季度申报显示，Excalibur Management CORP 披露的美股组合总市值为 US$3.0亿，涵盖 166 个不同之权益投资仓位。
在 Q3 2025，Excalibur Management CORP 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 4 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，Excalibur Management CORP 的前 5 大核心持股（包含 CSL, AAPL, MSFT 等）合计占整体申报市值的 24.9%，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 | CSL | Carlisle Cos Inc | 股票-工业 | 8.79% | -0.01% | -0.69% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.75% | +0.21% | -1.80% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.90% | +0.11% | -2.47% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.99% | -0.15% | -0.44% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.98% | +0.05% | -0.98% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.57% | -0.17% | -0.18% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.11% | -0.01% | -4.92% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | +0.26% | -0.34% | |
| 9 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.60% | -0.38% | +0.74% | |
| 10 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.58% | -0.01% | +0.27% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.58% | +0.06% | -1.15% | |
| 12 | T | At&t Inc | 股票-通信服务 | 1.54% | -0.50% | +0.97% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.49% | +0.31% | -0.55% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.41% | -0.33% | -0.89% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.39% | +0.07% | +0.07% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.39% | — | -0.33% | |
| 17 | PFE | Pfizer Inc | 股票-医疗保健 | 1.35% | -0.29% | -2.92% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.24% | +0.03% | -0.19% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.21% | +0.05% | -3.07% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.15% | +0.07% | +0.18% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.11% | +0.06% | -0.77% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | -1.64% | EXIT | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.10% | +0.32% | -1.65% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.05% | +0.44% | -4.13% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.35% | +1.26% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.93% | -0.21% | +4.22% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.90% | +0.07% | -0.42% | |
| 28 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.89% | -0.18% | -0.61% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.88% | -0.21% | -0.80% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -0.03% | -2.11% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.84% | -0.11% | -2.06% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.07% | -5.11% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.81% | +0.02% | -6.05% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.75% | -0.11% | -0.17% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | -0.04% | +0.45% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.73% | +0.02% | -0.48% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.72% | -0.08% | — | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.71% | +0.04% | -1.91% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | -0.10% | +0.50% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.66% | -0.05% | +0.02% | |
| 41 | WPC | Wp Carey Inc | 股票-房地产 | 0.65% | -0.01% | -0.11% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.64% | +0.03% | — | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.64% | -0.18% | -3.74% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.62% | +1.37% | -4.82% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.61% | +0.04% | -5.17% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | +0.07% | -1.07% | |
| 47 | SHEL | Shell Plc-adr | 股票-能源 | 0.58% | -0.18% | +0.07% | |
| 48 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.57% | +0.01% | — | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.02% | +0.15% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.55% | -0.16% | +4.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | -2.47% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.34% | 加仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.6% | -0.98% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.5% | -3.07% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.4% | -2.11% | 减仓 |
| 6 | AVGO | Broadcom Inc | +0.3% | -5.11% | 减仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | -0.19% | 减仓 |
| 8 | AAPL | Apple Inc | +0.2% | -1.80% | 减仓 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -4.92% | 减仓 |
| 10 | NFLX | Netflix Inc | +0.2% | -0.89% | 减仓 |
| 11 | MS | Morgan Stanley | +0.1% | -1.91% | 减仓 |
| 12 | INTC | Intel CORP | +0.1% | -4.82% | 减仓 |
| 13 | NEM | Newmont CORP | +0.1% | +0.04% | 减仓 |
| 14 | C | Citigroup Inc | +0.1% | -0.07% | 减仓 |
| 15 | BAC | Bank Of America CORP | +0.1% | -0.42% | 减仓 |
| 16 | ETN | Eaton Corporation plc | +0.1% | -5.17% | 减仓 |
| 17 | GE | General Electric | +0.1% | -0.79% | 减仓 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | — | 加仓 |
| 19 | GLD | Spdr Gold Shares | +0.1% | -0.80% | 减仓 |
| 20 | RTX | Rtx CORP | +0.1% | -2.06% | 减仓 |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +11.72% | 加仓 |
| 22 | GEV | GE Vernova Inc | +0.1% | -0.55% | 减仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | -3.79% | 减仓 |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | 不变 |
| 25 | AMZN | Amazon.com Inc | +0.1% | -0.77% | 减仓 |
| 26 | AXP | American Express Co | +0.1% | -6.05% | 减仓 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.07% | 减仓 |
| 28 | JNJ | Johnson & Johnson | 0% | -0.18% | 减仓 |
| 29 | IBM | Intl Business Machines CORP | 0% | +0.07% | 减仓 |
| 30 | ABBV | Abbvie Inc | 0% | +0.18% | 减仓 |
| 31 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.55% | 减仓 |
| 32 | FISV | Fiserv Inc | -0.1% | -7.53% | 减仓 |
| 33 | FDX | Fedex CORP | -0.2% | -3.74% | 减仓 |
| 34 | UPS | United Parcel Service-cl B | -0.2% | -2.57% | 减仓 |
| 35 | V | Visa Inc-class A Shares | -0.2% | -1.15% | 减仓 |
| 36 | BMY | Bristol-myers Squibb Co | -0.3% | -2.59% | 减仓 |
| 37 | PG | Procter & Gamble Co/the | -0.3% | -0.33% | 减仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -0.44% | 减仓 |
| 39 | CSL | Carlisle Cos Inc | -1.2% | -0.69% | 减仓 |
| 40 | GLDM | Spdr Gold Minishares Trust | — | NEW | 新建仓 |
| 41 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 42 | ABX | Barrick Gold CORP | — | EXIT | 清仓 |
| 43 | RDNT | Radnet Inc | — | NEW | 新建仓 |
| 44 | LULU | Lululemon Athletica Inc | — | EXIT | 清仓 |
| 45 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 46 | XYL | Xylem Inc | — | NEW | 新建仓 |
| 47 | CPB | THE Campbell's Company | — | EXIT | 清仓 |
| 48 | CFG | Citizens Financial Group | — | NEW | 新建仓 |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | 清仓 |
| 50 | FCX | Freeport-mcmoran Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Excalibur Management CORP 在 Q3 2025 季度的美股持仓总市值约为 US$3.0亿，共申报了 166 个公开持股仓位。
在 Q3 2025 季度，Excalibur Management CORP 按市值排列的前三大核心持股分别为：CSL (8.8%)、AAPL (5.8%)、MSFT (4.9%)。其中最大持股仓位 CSL 占据整体投资组合约 8.8% 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
GLDM
市值: US$110.8万
本季最大获利了结 / 清仓标的
ABX
前期市值: US$32.2万
在 Q3 2025 季度中，Excalibur Management CORP 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 4 个仓位、减仓 34 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 GLDM。 本季清仓仓位包含 ABX。
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。