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: 0001010873
申报总市值
US$17.9亿
US$17.9亿
170 檔
28.7%
Q3 2025 季度申报显示，Franklin Street Advisors Inc /nc 披露的美股组合总市值为 US$17.9亿，涵盖 170 个不同之权益投资仓位。
Franklin Street Advisors Inc /nc 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 24 档持股的同时，亦同步清仓 5 档并减仓 19 档标的。
在资产配置集中度方面，Franklin Street Advisors Inc /nc 的前 5 大核心持股（包含 , MSFT, AAPL 等）合计占整体申报市值的 28.7%，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 | ✓ | 股票-其他 | 7.61% | -0.15% | -6.70% | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.64% | -0.45% | -0.53% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.36% | -0.03% | +0.04% | |
| 4 | ✓ | 股票-其他 | 4.84% | -0.11% | +1.96% | ||
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.17% | +0.06% | +9.85% | |
| 6 | ✓ | 股票-其他 | 3.52% | -1.13% | -0.25% | ||
| 7 | ✓ | 股票-其他 | 3.50% | +0.19% | -7.74% | ||
| 8 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.91% | -0.48% | +541.68% | |
| 9 | ✓ | 股票-其他 | 2.79% | -0.50% | -7.02% | ||
| 10 | ✓ | 股票-其他 | 2.66% | +0.23% | +0.57% | ||
| 11 | ✓ | 股票-其他 | 2.51% | -0.31% | +1.68% | ||
| 12 | ✓ | 股票-其他 | 2.43% | -0.65% | +0.97% | ||
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.38% | +0.16% | +3.22% | |
| 14 | DASH | Doordash Inc - A | 股票-周期性消费 | 2.28% | -0.07% | -2.19% | |
| 15 | ✓ | 股票-其他 | 2.26% | -0.18% | +0.28% | ||
| 16 | ✓ | 股票-其他 | 1.98% | -0.22% | -0.51% | ||
| 17 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.84% | -0.39% | +9.58% | |
| 18 | CME | Cme Group Inc | 股票-金融 | 1.76% | -0.77% | -3.81% | |
| 19 | ✓ | 股票-其他 | 1.70% | +0.11% | +5.76% | ||
| 20 | AXP | American Express Co | 股票-金融 | 1.62% | +0.18% | — | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.58% | -0.40% | +3459.17% | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.55% | -0.13% | +28.53% | |
| 23 | ✓ | 股票-其他 | 1.48% | -0.12% | +0.68% | ||
| 24 | AFL | Aflac Inc | 股票-金融 | 1.44% | -0.04% | -2.64% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | +0.12% | -0.50% | |
| 26 | CTAS | Cintas CORP | 股票-工业 | 1.41% | -1.04% | EXIT | |
| 27 | MLM | Martin Marietta Materials | 股票-原材料 | 1.39% | -0.51% | +1.08% | |
| 28 | ✓ | 股票-其他 | 1.35% | -0.15% | +4.51% | ||
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.29% | +0.35% | -9.43% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.21% | — | -1.16% | |
| 31 | ✓ | 股票-其他 | 1.12% | -0.19% | -6.25% | ||
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 1.10% | -0.27% | -0.78% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | -0.41% | +4.85% | |
| 34 | ✓ | 股票-其他 | 0.95% | -0.04% | EXIT | ||
| 35 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.91% | -0.57% | +123.73% | |
| 36 | LNG | Cheniere Energy Inc | 股票-能源 | 0.89% | — | +5.96% | |
| 37 | ✓ | 股票-其他 | 0.89% | — | — | ||
| 38 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.87% | — | +0.81% | |
| 39 | CMI | Cummins Inc | 股票-工业 | 0.86% | -0.09% | +1.97% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | +0.23% | +1.67% | |
| 41 | ✓ | 股票-其他 | 0.69% | -0.06% | +2.46% | ||
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | +0.01% | -0.86% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.12% | +93.00% | |
| 44 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.56% | -0.07% | -11.84% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | -0.01% | -12.37% | |
| 46 | ✓ | 股票-其他 | 0.41% | +0.02% | -0.47% | ||
| 47 | ✓ | 股票-其他 | 0.40% | -0.01% | +3.34% | ||
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.36% | -0.44% | +11.93% | |
| 49 | ✓ | 股票-其他 | 0.28% | -0.02% | +2.69% | ||
| 50 | ✓ | 股票-其他 | 0.28% | -0.01% | -28.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | +1.8% | +541.68% | 加仓 |
| 2 | ✓ | +1.6% | -6.70% | 减仓 | |
| 3 | PEP | Pepsico Inc | +1.5% | +3459.17% | 加仓 |
| 4 | ✓ | +1.1% | +1.96% | 加仓 | |
| 5 | ✓ | +1% | -7.74% | 减仓 | |
| 6 | ✓ | +1% | -7.02% | 减仓 | |
| 7 | ✓ | +0.8% | +1.68% | 加仓 | |
| 8 | ✓ | +0.8% | +5.76% | 加仓 | |
| 9 | MLM | Martin Marietta Materials | +0.7% | +1.08% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.6% | -0.53% | 减仓 |
| 11 | DASH | Doordash Inc - A | +0.5% | -2.19% | 加仓 |
| 12 | LOW | Lowe's Cos Inc | +0.5% | +123.73% | 加仓 |
| 13 | ✓ | +0.4% | +4.51% | 加仓 | |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | +28.53% | 加仓 |
| 15 | ✓ | +0.3% | +0.97% | 减仓 | |
| 16 | CSCO | Cisco Systems Inc | +0.3% | +93.00% | 加仓 |
| 17 | ✓ | +0.2% | -0.25% | 加仓 | |
| 18 | CMI | Cummins Inc | +0.2% | +1.97% | 加仓 |
| 19 | AMZN | Amazon.com Inc | +0.1% | +9.85% | 加仓 |
| 20 | ✓ | +0.1% | -0.51% | 加仓 | |
| 21 | AXP | American Express Co | +0.1% | — | 加仓 |
| 22 | ABBV | Abbvie Inc | +0.1% | +3.22% | 加仓 |
| 23 | ✓ | +0.1% | -0.47% | 减仓 | |
| 24 | ✓ | +0.1% | +0.57% | 减仓 | |
| 25 | TJX | Tjx Companies Inc | +0.1% | +9.58% | 加仓 |
| 26 | ARM | Arm Holdings Plc-adr | +0.1% | +0.81% | 减仓 |
| 27 | ✓ | 0% | +0.28% | 加仓 | |
| 28 | CTAS | Cintas CORP | 0% | +1.02% | 加仓 |
| 29 | ✓ | — | +2.46% | 加仓 | |
| 30 | QCOM | Qualcomm Inc | 0% | -0.86% | 加仓 |
| 31 | ✓ | -0.1% | +0.68% | 加仓 | |
| 32 | LNG | Cheniere Energy Inc | -0.1% | +5.96% | 加仓 |
| 33 | WMT | Walmart Inc | -0.2% | -0.78% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.3% | -12.37% | 减仓 |
| 35 | ✓ | -0.3% | -28.82% | 减仓 | |
| 36 | ✓ | -0.4% | -6.25% | 减仓 | |
| 37 | KO | Coca-cola Co/the | -0.4% | -90.13% | 减仓 |
| 38 | AMGN | Amgen Inc | -0.5% | -6.10% | 减仓 |
| 39 | AAPL | Apple Inc | -0.5% | +0.04% | 减仓 |
| 40 | HD | Home Depot Inc | -0.5% | -83.50% | 减仓 |
| 41 | AFL | Aflac Inc | -0.7% | -2.64% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -1% | -96.73% | 减仓 |
| 43 | ✓ | -1.6% | -97.59% | 减仓 | |
| 44 | LULU | Lululemon Athletica Inc | — | EXIT | 清仓 |
| 45 | ✓ | — | EXIT | 清仓 | |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | ✓ | — | EXIT | 清仓 | |
| 48 | ✓ | — | EXIT | 清仓 | |
| 49 | PH | Parker Hannifin CORP | — | EXIT | 清仓 |
| 50 | ✓ | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Franklin Street Advisors Inc /nc 在 Q3 2025 季度的美股持仓总市值约为 US$17.9亿，共申报了 170 个公开持股仓位。
在 Q3 2025 季度，Franklin Street Advisors Inc /nc 按市值排列的前三大核心持股分别为： (7.6%)、MSFT (6.6%)、AAPL (6.4%)。其中最大持股仓位 占据整体投资组合约 7.6% 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
市值: US$1537.6万
本季最大获利了结 / 清仓标的
LULU
前期市值: US$2694.5万
在 Q3 2025 季度中，Franklin Street Advisors Inc /nc 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 24 个仓位、减仓 19 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 LULU。
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。