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: 0001606666
申报总市值
US$9.3亿
US$9.3亿
248 檔
22.2%
在 Q1 2025 的 13F 官方备案中，Fort Sheridan Advisors LLC 管理的美股投资组合规模来到 US$9.3亿，整体持股档数为 248 档。
在 Q1 2025，Fort Sheridan Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 39 个既有持股进行加仓（合计增持 47 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Fort Sheridan Advisors LLC 的前 5 大核心持股（包含 AAPL, MSFT, EPD 等）合计占整体申报市值的 22.2%，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 248 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 | AAPL | Apple Inc | 股票-科技 | 9.37% | +0.16% | -4.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.64% | -0.69% | -4.45% | |
| 3 | EPD | Enterprise Products Partners | 股票-能源 | 5.09% | -0.59% | +0.34% | |
| 4 | CME | Cme Group Inc | 股票-金融 | 4.36% | -1.28% | — | |
| 5 | OKE | Oneok Inc | 股票-能源 | 3.82% | -0.44% | +0.54% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.49% | -0.03% | -3.03% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.93% | +0.07% | +1.97% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.52% | +0.27% | +0.97% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.45% | -0.08% | -1.04% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | +0.01% | +0.54% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.11% | +0.07% | -0.02% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.65% | +0.04% | +1.60% | |
| 13 | ICE | Intercontinental Exchange In | 股票-金融 | 1.46% | -0.31% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.41% | -0.07% | +0.08% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.38% | -0.09% | -0.05% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.33% | -0.14% | +1.13% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.05% | -6.19% | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.30% | -0.07% | -2.77% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | -0.11% | -0.01% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.18% | -0.37% | -4.84% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.13% | -0.03% | -6.29% | |
| 22 | ET | Energy Transfer LP | 股票-能源 | 1.09% | -0.11% | +3.87% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.91% | -0.03% | -1.90% | |
| 24 | AXP | American Express Co | 股票-金融 | 0.84% | +0.04% | -1.97% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | — | +1.16% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.72% | — | +2.90% | |
| 27 | T | At&t Inc | 股票-通信服务 | 0.71% | -0.20% | +0.52% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 0.70% | +0.02% | — | |
| 29 | DE | Deere & Co | 股票-工业 | 0.69% | +0.01% | -4.17% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.67% | +1.18% | -0.28% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.67% | +1.03% | -0.18% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.66% | -0.14% | +0.29% | |
| 33 | SHEL | Shell Plc-adr | 股票-能源 | 0.66% | -0.14% | -2.36% | |
| 34 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.65% | -0.15% | — | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | +0.10% | -0.37% | |
| 36 | RITM | Rithm Capital CORP | 股票-房地产 | 0.59% | -0.13% | +2.47% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.56% | +0.37% | +0.92% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.55% | +0.54% | +0.69% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | +0.09% | +6.30% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.52% | +0.09% | -0.79% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.28% | -7.87% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.03% | -1.63% | |
| 43 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.44% | -0.02% | -0.99% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | +0.22% | +3.16% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.42% | -0.06% | -1.03% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.40% | -0.01% | +0.88% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.39% | -0.11% | -1.64% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.14% | -0.67% | |
| 49 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 0.38% | -0.01% | -0.60% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.38% | -0.01% | -0.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | +0.54% | 加仓 |
| 2 | AAPL | Apple Inc | +1.5% | -4.84% | 加仓 |
| 3 | EPD | Enterprise Products Partners | +1.5% | +0.34% | 加仓 |
| 4 | VOO | Vanguard S&p 500 ETF | +1.4% | +1.60% | 加仓 |
| 5 | ABBV | Abbvie Inc | +1.4% | -0.02% | 加仓 |
| 6 | OKE | Oneok Inc | +1.2% | +0.54% | 加仓 |
| 7 | ET | Energy Transfer LP | +0.8% | +3.87% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.7% | -3.03% | 加仓 |
| 9 | BX | Blackstone Inc | +0.7% | -1.04% | 加仓 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +0.08% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.5% | -4.45% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.5% | +1.13% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.5% | -0.37% | 加仓 |
| 14 | AMZN | Amazon.com Inc | +0.5% | +1.97% | 加仓 |
| 15 | PG | Procter & Gamble Co/the | +0.4% | -0.05% | 加仓 |
| 16 | XOM | Exxon Mobil CORP | +0.4% | -7.87% | 加仓 |
| 17 | DE | Deere & Co | +0.4% | -4.17% | 加仓 |
| 18 | T | At&t Inc | +0.3% | +0.52% | 加仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.3% | +6.30% | 加仓 |
| 20 | ORCL | Oracle CORP | +0.2% | -1.63% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.2% | +0.97% | 加仓 |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | 加仓 |
| 23 | ABT | Abbott Laboratories | +0.2% | +5.90% | 加仓 |
| 24 | CVX | Chevron CORP | +0.2% | -4.84% | 加仓 |
| 25 | RITM | Rithm Capital CORP | +0.2% | +2.47% | 加仓 |
| 26 | RTX | Rtx CORP | +0.2% | -1.03% | 加仓 |
| 27 | LMT | Lockheed Martin CORP | +0.2% | -1.64% | 加仓 |
| 28 | PAA | Plains All Amer Pipeline LP | +0.2% | -1.50% | 加仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.16% | 加仓 |
| 30 | AXP | American Express Co | +0.1% | -1.97% | 加仓 |
| 31 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.90% | 加仓 |
| 32 | V | Visa Inc-class A Shares | +0.1% | -6.19% | 加仓 |
| 33 | AMAT | Applied Materials Inc | +0.1% | -0.18% | 加仓 |
| 34 | MA | Mastercard Inc - A | 0% | -6.29% | 加仓 |
| 35 | QCOM | Qualcomm Inc | 0% | -0.79% | 加仓 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -2.77% | 加仓 |
| 37 | CBOE | Cboe Global Markets Inc | -0.1% | — | 加仓 |
| 38 | ICE | Intercontinental Exchange In | -0.7% | — | 加仓 |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.8% | -4.30% | 减仓 |
| 40 | INTC | Intel CORP | -1.2% | -7.21% | 加仓 |
| 41 | CME | Cme Group Inc | -8.7% | — | 减仓 |
| 42 | ALL | Allstate CORP | — | NEW | 新建仓 |
| 43 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 44 | SHEL | Shell Plc-adr | — | NEW | 新建仓 |
| 45 | PANW | Palo Alto Networks Inc | — | NEW | 新建仓 |
| 46 | KVUE | Kenvue Inc | — | NEW | 新建仓 |
| 47 | ENB | Enbridge Inc | — | NEW | 新建仓 |
| 48 | XIFR | Xplr Infrastructure LP | — | EXIT | 清仓 |
| 49 | TPL | Texas Pacific Land CORP | — | NEW | 新建仓 |
| 50 | BSX | Boston Scientific CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Fort Sheridan Advisors LLC 在 Q1 2025 季度的美股持仓总市值约为 US$9.3亿，共申报了 248 个公开持股仓位。
在 Q1 2025 季度，Fort Sheridan Advisors LLC 按市值排列的前三大核心持股分别为：AAPL (9.4%)、MSFT (8.6%)、EPD (5.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.4% 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
ALL
市值: US$464.4万
本季最大获利了结 / 清仓标的
XIFR
前期市值: US$242.2万
在 Q1 2025 季度中，Fort Sheridan Advisors LLC 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 39 个仓位、减仓 2 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ALL。 本季清仓仓位包含 XIFR。
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。