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: 0000764532
申报总市值
US$70.3亿
US$70.3亿
67 檔
33.4%
在 Q2 2025 的 13F 官方备案中，Fiduciary Management Inc /wi/ 管理的美股投资组合规模来到 US$70.3亿，整体持股档数为 67 档。
在 Q2 2025，Fiduciary Management Inc /wi/ 展现出较为审慎的避险与获利了结姿态。本季共减仓 47 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，Fiduciary Management Inc /wi/ 的前 5 大核心持股（包含 FERG, BKNG, ARMK 等）合计占整体申报市值的 33.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
COF
市值: US$1.5亿
本季最大获利了结 / 清仓标的
MCHP
前期市值: US$1.3亿
| # | 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 | FERG | Ferguson Enterprises Inc | 股票-工业 | 5.68% | -1.02% | -4.86% | |
| 2 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 5.46% | -0.20% | -10.00% | |
| 3 | ARMK | Aramark | 股票-工业 | 5.09% | -0.05% | -2.90% | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.84% | -1.03% | -5.32% | |
| 5 | CARR | Carrier Global CORP | 股票-工业 | 2.46% | -0.48% | -4.75% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | -0.79% | -31.54% | |
| 7 | ARW | Arrow Electronics Inc | 股票-科技 | 2.08% | -1.87% | EXIT | |
| 8 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 2.08% | — | -15.49% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 2.08% | +0.17% | -5.55% | |
| 10 | AVY | Avery Dennison CORP | 股票-周期性消费 | 2.07% | -0.52% | -5.14% | |
| 11 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 2.04% | -0.29% | -5.28% | |
| 12 | UL | Unilever PLC | 股票-非周期性消费 | 1.93% | — | -5.16% | |
| 13 | CSX | Csx CORP | 股票-工业 | 1.89% | — | -3.84% | |
| 14 | CSL | Carlisle Cos Inc | 股票-工业 | 1.87% | +0.27% | -2.53% | |
| 15 | MAS | Masco CORP | 股票-工业 | 1.86% | +0.04% | -4.97% | |
| 16 | KMX | Carmax Inc | 股票-周期性消费 | 1.85% | — | +8.37% | |
| 17 | G | Genpact Limited | 股票-科技 | 1.79% | — | -39.10% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.77% | -1.17% | EXIT | |
| 19 | SLB | Slb LTD | 股票-能源 | 1.76% | — | -7.12% | |
| 20 | VVV | Valvoline Inc | 股票-周期性消费 | 1.74% | +0.86% | +0.17% | |
| 21 | HSIC | Henry Schein Inc | 股票-医疗保健 | 1.72% | +0.37% | -0.39% | |
| 22 | SYY | Sysco CORP | 股票-非周期性消费 | 1.72% | -1.66% | EXIT | |
| 23 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 1.72% | -0.35% | -0.70% | |
| 24 | NVT | nVent Electric plc | 股票-工业 | 1.70% | — | +13.91% | |
| 25 | FCFS | Firstcash Holdings Inc | 股票-金融 | 1.67% | -1.55% | -0.38% | |
| 26 | DCI | Donaldson Co Inc | 股票-工业 | 1.66% | +0.13% | -0.43% | |
| 27 | GTES | Gates Industrial Corporation plc | 股票-工业 | 1.64% | -1.87% | EXIT | |
| 28 | OMF | Onemain Holdings Inc | 股票-金融 | 1.64% | +0.89% | +12.96% | |
| 29 | FMS | Fresenius Medical Care-adr | 股票-其他 | 1.55% | -0.31% | -4.94% | |
| 30 | SSD | Simpson Manufacturing Co Inc | 股票-原材料 | 1.53% | +0.29% | +11.69% | |
| 31 | KO | The Coca-Cola Company | 股票-非周期性消费 | 1.51% | -0.90% | EXIT | |
| 32 | COF | Capital One Financial CORP | 股票-金融 | 1.49% | +0.82% | — | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.48% | -0.63% | — | |
| 34 | NSIT | Insight Enterprises Inc | 股票-科技 | 1.45% | +2.25% | +14.81% | |
| 35 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工业 | 1.41% | +0.15% | -17.11% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.34% | +0.73% | -5.21% | |
| 37 | CNM | Core & Main Inc-class A | 股票-工业 | 1.34% | +0.06% | -18.65% | |
| 38 | ZION | Zions Bancorp NA | 股票-金融 | 1.32% | +0.56% | +15.69% | |
| 39 | HLI | Houlihan Lokey Inc | 股票-金融 | 1.30% | +0.36% | -0.48% | |
| 40 | PRI | Primerica Inc | 股票-金融 | 1.29% | +0.01% | -0.37% | |
| 41 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 1.27% | -0.23% | -5.19% | |
| 42 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 1.23% | -0.36% | -0.44% | |
| 43 | PLXS | Plexus CORP | 股票-科技 | 1.21% | — | -0.39% | |
| 44 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 1.20% | — | -30.31% | |
| 45 | CDW | Cdw Corp/de | 股票-科技 | 1.17% | +0.62% | -5.35% | |
| 46 | ATR | Aptargroup Inc | 股票-医疗保健 | 1.15% | +0.58% | -0.45% | |
| 47 | ALLE | Allegion plc | 股票-工业 | 1.13% | -0.25% | -5.88% | |
| 48 | FBIN | Fortune Brands Innovations I | 股票-工业 | 1.13% | +0.51% | -0.40% | |
| 49 | HAYW | Hayward Holdings Inc | 股票-其他 | 1.07% | +1.43% | +20.04% | |
| 50 | ✓ | 股票-其他 | 0.91% | — | +50.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | +1.5% | NEW | 新建仓 |
| 2 | BDX | Becton Dickinson And Co | +1.5% | NEW | 新建仓 |
| 3 | FERG | Ferguson Enterprises Inc | +1.3% | -4.86% | 减仓 |
| 4 | MSA | Msa Safety Inc | +0.9% | NEW | 新建仓 |
| 5 | ARMK | Aramark | +0.7% | -2.90% | 减仓 |
| 6 | LPX | Louisiana-pacific CORP | +0.7% | NEW | 新建仓 |
| 7 | NVT | nVent Electric plc | +0.6% | +13.91% | 加仓 |
| 8 | BKNG | Booking Holdings Inc | +0.6% | -10.00% | 减仓 |
| 9 | ARW | Arrow Electronics Inc | +0.5% | +10.73% | 加仓 |
| 10 | OMF | Onemain Holdings Inc | +0.4% | +12.96% | 加仓 |
| 11 | GTES | Gates Industrial Corporation plc | +0.4% | +2.20% | 加仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.3% | -5.32% | 减仓 |
| 13 | DLTR | Dollar Tree Inc | +0.3% | -5.19% | 减仓 |
| 14 | ZION | Zions Bancorp NA | +0.2% | +15.69% | 加仓 |
| 15 | CARR | Carrier Global CORP | +0.2% | -4.75% | 减仓 |
| 16 | ICLR | ICON Public Limited Company | +0.2% | — | 加仓 |
| 17 | HAYW | Hayward Holdings Inc | +0.2% | +20.04% | 加仓 |
| 18 | FCFS | Firstcash Holdings Inc | +0.2% | -0.38% | 减仓 |
| 19 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.2% | -17.11% | 减仓 |
| 20 | SSD | Simpson Manufacturing Co Inc | +0.1% | +11.69% | 加仓 |
| 21 | VVV | Valvoline Inc | +0.1% | +0.17% | 加仓 |
| 22 | FMS | Fresenius Medical Care-adr | +0.1% | -4.94% | 减仓 |
| 23 | HLI | Houlihan Lokey Inc | +0.1% | -0.48% | 减仓 |
| 24 | CSL | Carlisle Cos Inc | +0.1% | -2.53% | 减仓 |
| 25 | CSX | Csx CORP | +0.1% | -3.84% | 减仓 |
| 26 | HSIC | Henry Schein Inc | +0.1% | -0.39% | 减仓 |
| 27 | NSIT | Insight Enterprises Inc | +0.1% | +14.81% | 加仓 |
| 28 | CDW | Cdw Corp/de | +0.1% | -5.35% | 减仓 |
| 29 | PLXS | Plexus CORP | +0.1% | -0.39% | 减仓 |
| 30 | ATR | Aptargroup Inc | +0.1% | -0.45% | 减仓 |
| 31 | BLK | Blackrock Inc | +0.1% | -4.13% | 减仓 |
| 32 | DCI | Donaldson Co Inc | 0% | -0.43% | 减仓 |
| 33 | ALLE | Allegion plc | 0% | -5.88% | 减仓 |
| 34 | CNM | Core & Main Inc-class A | 0% | -18.65% | 减仓 |
| 35 | AIT | Applied Industrial Tech Inc | 0% | -0.73% | 减仓 |
| 36 | CTS | Cts CORP | — | -0.58% | 减仓 |
| 37 | TKR | Timken Co | — | -0.42% | 减仓 |
| 38 | ASHTY | Ashtead Group Plc-unspon Adr | — | +6.91% | 加仓 |
| 39 | ✓ | Weir Group PLC | — | -1.63% | 减仓 |
| 40 | RXEEY | Rexel SA - Unsponsored Adr | — | NEW | 新建仓 |
| 41 | BMRRY | B&m European Value-unsp Adr | — | -1.62% | 减仓 |
| 42 | IFJPY | Informa Plc-sp Adr | — | +15.47% | 加仓 |
| 43 | SDXAY | Sodexo-sponsored Adr | — | +6.13% | 加仓 |
| 44 | EDNMY | Edenred Sa-unsp Adr | — | -2.16% | 减仓 |
| 45 | RHHBY | Roche Holdings Ltd-spons Adr | — | -2.18% | 减仓 |
| 46 | DGX | Quest Diagnostics Inc | 0% | -5.28% | 减仓 |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | EXIT | 清仓 |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | EXIT | 清仓 |
| 49 | PRI | Primerica Inc | -0.1% | -0.37% | 减仓 |
| 50 | UL | Unilever PLC | -0.1% | -5.16% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Fiduciary Management Inc /wi/ 在 Q2 2025 季度的美股持仓总市值约为 US$70.3亿，共申报了 67 个公开持股仓位。
在 Q2 2025 季度，Fiduciary Management Inc /wi/ 按市值排列的前三大核心持股分别为：FERG (5.7%)、BKNG (5.5%)、ARMK (5.1%)。其中最大持股仓位 FERG 占据整体投资组合约 5.7% 的权重。
在 Q2 2025 季度中，Fiduciary Management Inc /wi/ 共进行了 71 项持仓异动，包含新建仓 5 个仓位、加仓 15 个仓位、减仓 47 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 COF。 本季清仓仓位包含 MCHP。
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。
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。
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。