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: 0001009003
申报总市值
US$3.0亿
US$3.0亿
161 檔
24.5%
在 Q4 2025 申报期间，Excalibur Management CORP（CIK: 0001009003）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.0亿，共持有 161 个公开申报仓位。
在 Q4 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 23 个仓位并完全清仓 9 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 24.5%，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 | 8.30% | -0.01% | -2.23% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.86% | +0.21% | -3.93% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | +0.11% | -2.24% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.24% | -0.15% | +6.86% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.96% | +0.05% | -1.93% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.83% | -0.17% | -0.58% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.15% | +0.26% | -1.85% | |
| 8 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.01% | -0.01% | +2.07% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.89% | -0.01% | +0.29% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.71% | +0.31% | +14.15% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | +0.06% | -0.80% | |
| 12 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.55% | -0.38% | +4.97% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.45% | +0.07% | -0.54% | |
| 14 | T | At&t Inc | 股票-通信服务 | 1.38% | -0.50% | +2.57% | |
| 15 | PFE | Pfizer Inc | 股票-医疗保健 | 1.35% | -0.29% | +3.58% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.35% | +0.03% | -0.58% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.29% | — | -0.08% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.23% | +0.05% | +2.00% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | -1.64% | EXIT | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | +0.44% | -0.72% | |
| 21 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.12% | +0.32% | -2.25% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.12% | +0.06% | -4.07% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.11% | +0.07% | -2.01% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 1.09% | -0.33% | +894.06% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.05% | -0.35% | +4.19% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.02% | -0.21% | +8.01% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.98% | +0.07% | +2.38% | |
| 28 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.95% | -0.18% | -1.88% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.95% | -0.21% | -2.72% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.89% | -0.11% | -2.27% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.84% | +0.02% | -5.87% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.07% | -4.31% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.78% | +0.04% | -1.30% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.78% | -0.04% | +0.05% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 0.77% | -0.08% | — | |
| 36 | FDX | Fedex CORP | 股票-工业 | 0.77% | -0.18% | -0.93% | |
| 37 | AMGN | Amgen Inc | 股票-医疗保健 | 0.76% | -0.05% | +0.05% | |
| 38 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.72% | -0.11% | -0.82% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | +0.07% | +9.90% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.66% | +1.37% | -3.27% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.64% | +0.03% | -0.95% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.64% | -0.07% | +6.60% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | -0.10% | — | |
| 44 | C | Citigroup Inc | 股票-金融 | 0.62% | +0.08% | +0.16% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.61% | +0.02% | -0.18% | |
| 46 | WPC | Wp Carey Inc | 股票-房地产 | 0.60% | -0.01% | -2.52% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.60% | -0.03% | -1.47% | |
| 48 | SHEL | Shell Plc-adr | 股票-能源 | 0.59% | -0.18% | -0.27% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.03% | -3.52% | |
| 50 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.58% | +0.01% | -4.38% |
| # | 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 | +0.4% | -1.85% | 减仓 |
| 2 | MRK | Merck & Co. Inc. | +0.4% | +2.07% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.3% | -0.58% | 减仓 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +6.86% | 加仓 |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +14.15% | 加仓 |
| 6 | BMY | Bristol-myers Squibb Co | +0.1% | +6.60% | 加仓 |
| 7 | LLY | Eli Lilly & Co | +0.1% | -3.94% | 减仓 |
| 8 | FDX | Fedex CORP | +0.1% | -0.93% | 减仓 |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +39.37% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.1% | -0.72% | 减仓 |
| 11 | AAPL | Apple Inc | +0.1% | -3.93% | 减仓 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | -0.58% | 减仓 |
| 13 | AMGN | Amgen Inc | +0.1% | +0.05% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -0.54% | 减仓 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +2.12% | 加仓 |
| 16 | PEP | Pepsico Inc | +0.1% | +8.01% | 加仓 |
| 17 | BAC | Bank Of America CORP | +0.1% | +2.38% | 加仓 |
| 18 | C | Citigroup Inc | +0.1% | +0.16% | 加仓 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.90% | 加仓 |
| 20 | GLD | Spdr Gold Shares | +0.1% | -2.72% | 减仓 |
| 21 | MS | Morgan Stanley | +0.1% | -1.30% | 减仓 |
| 22 | ALB | Albemarle CORP | +0.1% | -1.67% | 减仓 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | -1.88% | 减仓 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | -0.54% | 减仓 |
| 25 | NEM | Newmont CORP | +0.1% | -0.39% | 减仓 |
| 26 | RTX | Rtx CORP | +0.1% | -2.27% | 减仓 |
| 27 | KMB | Kimberly-clark CORP | -0.1% | -8.72% | 减仓 |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -0.08% | 减仓 |
| 29 | 6D8 | Dupont De Nemours Inc | -0.1% | -6.74% | 减仓 |
| 30 | ETN | Eaton Corporation plc | -0.1% | -3.08% | 减仓 |
| 31 | HD | Home Depot Inc | -0.1% | -0.18% | 减仓 |
| 32 | T | At&t Inc | -0.2% | +2.57% | 加仓 |
| 33 | META | Meta Platforms Inc-class A | -0.2% | +0.29% | 加仓 |
| 34 | ORCL | Oracle CORP | -0.3% | -3.52% | 减仓 |
| 35 | NFLX | Netflix Inc | -0.3% | +894.06% | 加仓 |
| 36 | MSFT | Microsoft CORP | -0.5% | -2.24% | 减仓 |
| 37 | CSL | Carlisle Cos Inc | -0.5% | -2.23% | 减仓 |
| 38 | GLDM | Spdr Gold Minishares Trust | — | EXIT | 清仓 |
| 39 | UL | Unilever PLC | — | EXIT | 清仓 |
| 40 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 清仓 |
| 42 | KEL | Kellanova | — | EXIT | 清仓 |
| 43 | IAU | Ishares Gold Trust | — | NEW | 新建仓 |
| 44 | CMCSA | Comcast Corp-class A | — | EXIT | 清仓 |
| 45 | Q | Qnity Electronics Inc | — | NEW | 新建仓 |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | 新建仓 |
| 47 | PSA | Public Storage | — | EXIT | 清仓 |
| 48 | INGR | Ingredion Inc | — | EXIT | 清仓 |
| 49 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 50 | CL | Colgate-palmolive Co | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Excalibur Management CORP 在 Q4 2025 季度的美股持仓总市值约为 US$3.0亿，共申报了 161 个公开持股仓位。
在 Q4 2025 季度，Excalibur Management CORP 按市值排列的前三大核心持股分别为：CSL (8.3%)、AAPL (5.9%)、MSFT (4.5%)。其中最大持股仓位 CSL 占据整体投资组合约 8.3% 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$77.1万
本季最大获利了结 / 清仓标的
GLDM
前期市值: US$110.8万
在 Q4 2025 季度中，Excalibur Management CORP 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 14 个仓位、减仓 23 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 GLDM。
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。