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: 0001606666
申报总市值
US$9.3亿
US$9.3亿
268 檔
25.1%
根据最新整理的 13F 季度数据集，Fort Sheridan Advisors LLC 于 Q3 2025 结束时的管理资产规模为 US$9.3亿。该机构在本季度申报了 268 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Fort Sheridan Advisors LLC 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 27 档、减仓 22 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Fort Sheridan Advisors LLC 的前 5 大核心持股（包含 MSFT, AAPL, EPD 等）合计占整体申报市值的 25.1%，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 268 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 | MSFT | Microsoft CORP | 股票-科技 | 10.15% | -0.69% | +0.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.66% | +0.16% | -1.11% | |
| 3 | EPD | Enterprise Products Partners | 股票-能源 | 4.02% | -0.59% | -0.37% | |
| 4 | CME | Cme Group Inc | 股票-金融 | 3.82% | -1.28% | — | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.82% | -0.03% | -0.72% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.71% | +0.01% | -1.42% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.58% | +0.27% | +7.69% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.90% | +0.07% | -0.04% | |
| 9 | OKE | Oneok Inc | 股票-能源 | 2.57% | -0.44% | +1.74% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 2.51% | -0.08% | -0.53% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.27% | +0.04% | +11.86% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.97% | +0.07% | -1.12% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.48% | -0.14% | +0.88% | |
| 14 | ICE | Intercontinental Exchange In | 股票-金融 | 1.23% | -0.31% | +0.03% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | -0.11% | -0.93% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | -0.07% | +0.58% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.05% | -0.09% | -0.83% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 1.03% | +1.18% | -1.83% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.03% | -0.07% | -0.21% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | +0.05% | -3.14% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.02% | -0.03% | +0.95% | |
| 22 | BA | Boeing Co/the | 股票-工业 | 0.94% | -0.03% | -5.70% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.91% | -0.37% | -0.12% | |
| 24 | AXP | American Express Co | 股票-金融 | 0.89% | +0.04% | +0.19% | |
| 25 | ET | Energy Transfer LP | 股票-能源 | 0.89% | -0.11% | +0.23% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.03% | +4.65% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.83% | — | +1.30% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.09% | +5.71% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.76% | +1.03% | -5.75% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.71% | +0.54% | +20.47% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | +1.93% | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.68% | +0.37% | +1.28% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.22% | +26.49% | |
| 34 | ALL | Allstate CORP | 股票-金融 | 0.63% | +0.02% | — | |
| 35 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.60% | -0.15% | +0.07% | |
| 36 | T | At&t Inc | 股票-通信服务 | 0.57% | -0.20% | -7.05% | |
| 37 | DE | Deere & Co | 股票-工业 | 0.55% | +0.01% | -5.26% | |
| 38 | RITM | Rithm Capital CORP | 股票-房地产 | 0.55% | -0.13% | +3.04% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.54% | -0.14% | -1.52% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.50% | +0.10% | +3.61% | |
| 41 | SHEL | Shell Plc-adr | 股票-能源 | 0.50% | -0.14% | -4.81% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.47% | +0.09% | -1.16% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.42% | -0.06% | +1.51% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | -0.01% | -1.17% | |
| 45 | PFE | Pfizer Inc | 股票-医疗保健 | 0.40% | -0.09% | +3.70% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | +0.14% | +4.94% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.37% | -0.11% | — | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.37% | -0.04% | +0.48% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.35% | +0.04% | +14.32% | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.35% | -0.01% | -3.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +0.01% | 减仓 |
| 2 | NVDA | Nvidia CORP | +1.3% | -1.42% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +1.1% | +7.69% | 加仓 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +11.86% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.4% | +4.65% | 加仓 |
| 6 | LRCX | Lam Research CORP | +0.4% | -1.83% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -0.72% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.71% | 加仓 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +26.49% | 加仓 |
| 10 | PANW | Palo Alto Networks Inc | +0.2% | +20.47% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +0.88% | 加仓 |
| 12 | AVGO | Broadcom Inc | +0.1% | -3.61% | 减仓 |
| 13 | VUG | Vanguard Growth ETF | +0.1% | +14.32% | 加仓 |
| 14 | VONG | Vanguard Russell 1000 Growth | +0.1% | +18.41% | 加仓 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.28% | 加仓 |
| 16 | DDS | Dillards Inc-cl A | +0.1% | +7.10% | 加仓 |
| 17 | GEV | GE Vernova Inc | +0.1% | +4.30% | 加仓 |
| 18 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +29.47% | 加仓 |
| 19 | VST | Vistra CORP | +0.1% | — | 加仓 |
| 20 | MGC | Vanguard Mega Cap ETF | +0.1% | +18.88% | 加仓 |
| 21 | AMAT | Applied Materials Inc | +0.1% | -5.75% | 减仓 |
| 22 | SCHG | Schwab US Large-cap Growth | +0.1% | +10.93% | 加仓 |
| 23 | PWR | Quanta Services Inc | +0.1% | +2.54% | 加仓 |
| 24 | AMD | Advanced Micro Devices | +0.1% | +26.93% | 加仓 |
| 25 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.30% | 加仓 |
| 26 | FSLR | First Solar Inc | +0.1% | +0.33% | 加仓 |
| 27 | BX | Blackstone Inc | +0.1% | -0.53% | 减仓 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +34.75% | 加仓 |
| 29 | AXP | American Express Co | +0.1% | +0.19% | 加仓 |
| 30 | PFE | Pfizer Inc | +0.1% | +3.70% | 加仓 |
| 31 | ASML | ASML Holding N.V. | +0.1% | -1.52% | 加仓 |
| 32 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.17% | 加仓 |
| 33 | BA | Boeing Co/the | 0% | -5.70% | 减仓 |
| 34 | AMZN | Amazon.com Inc | 0% | -0.04% | 减仓 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -0.93% | 减仓 |
| 36 | UNP | Union Pacific CORP | -0.1% | +0.76% | 减仓 |
| 37 | DSL | Doubleline Income Solutions | -0.1% | -8.27% | 减仓 |
| 38 | TPL | Texas Pacific Land CORP | -0.1% | — | 减仓 |
| 39 | ABBV | Abbvie Inc | -0.1% | -1.12% | 减仓 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -14.90% | 减仓 |
| 41 | KVUE | Kenvue Inc | -0.2% | -3.51% | 减仓 |
| 42 | CVX | Chevron CORP | -0.3% | -0.12% | 减仓 |
| 43 | MRK | Merck & Co. Inc. | -0.3% | -0.21% | 减仓 |
| 44 | V | Visa Inc-class A Shares | -0.3% | -3.14% | 减仓 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.58% | 减仓 |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -0.83% | 减仓 |
| 47 | AAPL | Apple Inc | -0.7% | -1.11% | 减仓 |
| 48 | EPD | Enterprise Products Partners | -1.1% | -0.37% | 减仓 |
| 49 | OKE | Oneok Inc | -1.3% | +1.74% | 加仓 |
| 50 | USB | US Bancorp | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Fort Sheridan Advisors LLC 在 Q3 2025 季度的美股持仓总市值约为 US$9.3亿，共申报了 268 个公开持股仓位。
在 Q3 2025 季度，Fort Sheridan Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (10.2%)、AAPL (8.7%)、EPD (4.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.2% 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
USB
市值: US$68.3万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$6170.7万
在 Q3 2025 季度中，Fort Sheridan Advisors LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 27 个仓位、减仓 22 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 USB。
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。