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: 0001353395
申报总市值
US$10.0亿
US$10.0亿
177 檔
11.9%
截至 Q3 2025 季度末，Fulcrum Asset Management LLP 的美股持仓估值约为 US$10.0亿，全数申报仓位共有 177 档。
在 Q3 2025，Fulcrum Asset Management LLP 展现出较为审慎的避险与获利了结姿态。本季共减仓 102 个仓位并完全清仓 5 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，Fulcrum Asset Management LLP 的前 5 大核心持股（包含 NVDA, MSFT, AVGO 等）合计占整体申报市值的 11.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 11.43% | -2.89% | -2.77% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.41% | -2.03% | -2.70% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 5.09% | -1.60% | -2.41% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.78% | -1.20% | -2.70% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.31% | -1.16% | -2.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.11% | -0.75% | -2.70% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.67% | -1.06% | -2.71% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.32% | -0.63% | -2.71% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.07% | -0.52% | -2.70% | |
| 10 | RSG | Republic Services Inc | 股票-工业 | 1.87% | -1.37% | -14.28% | |
| 11 | BKR | Baker Hughes Co | 股票-能源 | 1.83% | -0.21% | -29.92% | |
| 12 | SLB | Slb LTD | 股票-能源 | 1.69% | -1.89% | +21.32% | |
| 13 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.69% | -0.17% | +42.96% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.65% | -1.48% | +35.33% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 1.58% | +1.32% | +18.13% | |
| 16 | PGR | Progressive CORP | 股票-金融 | 1.44% | -0.59% | -2.70% | |
| 17 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.40% | +0.51% | NEW | |
| 18 | ES | Eversource Energy | 股票-公用事业 | 1.37% | -0.35% | +8.89% | |
| 19 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 1.26% | -0.16% | -2.70% | |
| 20 | WCN | Waste Connections Inc | 股票-工业 | 1.16% | -0.78% | -0.50% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | -0.30% | -2.70% | |
| 22 | AME | Ametek Inc | 股票-工业 | 1.12% | -0.21% | -2.64% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.08% | -0.48% | -2.69% | |
| 24 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.07% | -0.20% | -2.70% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.07% | -0.29% | -2.70% | |
| 26 | AEE | Ameren Corporation | 股票-公用事业 | 1.00% | -0.13% | EXIT | |
| 27 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.97% | -0.23% | +21.21% | |
| 28 | ADSK | Autodesk Inc | 股票-科技 | 0.97% | -0.41% | -2.70% | |
| 29 | WM | Waste Management Inc | 股票-工业 | 0.94% | -2.24% | -19.10% | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 0.93% | -0.19% | -2.70% | |
| 31 | TDW | Tidewater Inc | 股票-能源 | 0.88% | -0.58% | +242.52% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 0.86% | -0.16% | -2.72% | |
| 33 | CPAY | Corpay Inc | 股票-科技 | 0.81% | -0.42% | -2.69% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.81% | -0.18% | -35.46% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.80% | +0.14% | -2.70% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | +0.11% | -2.70% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | -0.31% | -2.71% | |
| 38 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.72% | -0.08% | -2.69% | |
| 39 | PNW | Pinnacle West Capital | 股票-公用事业 | 0.70% | — | NEW | |
| 40 | ARES | Ares Management CORP - A | 股票-金融 | 0.68% | -0.03% | -0.03% | |
| 41 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.68% | +0.02% | -2.70% | |
| 42 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.65% | +0.31% | -2.70% | |
| 43 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.62% | -0.23% | -2.59% | |
| 44 | CI | THE Cigna Group | 股票-医疗保健 | 0.62% | -0.13% | -30.10% | |
| 45 | WEX | Wex Inc | 股票-科技 | 0.61% | -0.21% | -2.70% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.58% | -0.36% | -2.70% | |
| 47 | SRE | Sempra | 股票-公用事业 | 0.58% | -0.32% | -2.70% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.57% | +0.22% | -2.70% | |
| 49 | ATR | Aptargroup Inc | 股票-医疗保健 | 0.55% | — | NEW | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.54% | -0.26% | -2.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -2.77% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -2.70% | 减仓 |
| 3 | TDW | Tidewater Inc | +0.7% | +242.52% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -2.71% | 减仓 |
| 5 | AVGO | Broadcom Inc | +0.6% | -2.41% | 减仓 |
| 6 | MU | Micron Technology Inc | +0.6% | +18.13% | 加仓 |
| 7 | NEE | Nextera Energy Inc | +0.5% | +35.33% | 加仓 |
| 8 | AWK | American Water Works Co Inc | +0.5% | +42.96% | 加仓 |
| 9 | PNW | Pinnacle West Capital | +0.4% | +104.20% | 加仓 |
| 10 | APH | Amphenol Corp-cl A | +0.3% | +261.31% | 加仓 |
| 11 | SLB | Slb LTD | +0.3% | +21.32% | 加仓 |
| 12 | AEP | American Electric Power | +0.3% | +104.19% | 加仓 |
| 13 | LNT | Alliant Energy CORP | +0.3% | +104.20% | 加仓 |
| 14 | WEC | Wec Energy Group Inc | +0.2% | +104.19% | 加仓 |
| 15 | EVRG | Evergy Inc | +0.2% | +104.19% | 加仓 |
| 16 | ES | Eversource Energy | +0.2% | +8.89% | 加仓 |
| 17 | IBKR | Interactive Brokers Gro-cl A | +0.2% | -2.70% | 减仓 |
| 18 | AEE | Ameren Corporation | +0.2% | +11.31% | 加仓 |
| 19 | ED | Consolidated Edison Inc | +0.1% | +21.21% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -2.70% | 减仓 |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | -2.69% | 减仓 |
| 22 | DHI | Dr Horton Inc | +0.1% | -2.59% | 减仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -2.70% | 减仓 |
| 24 | TJX | Tjx Companies Inc | +0.1% | -2.70% | 减仓 |
| 25 | SRE | Sempra | +0.1% | -2.70% | 减仓 |
| 26 | LRCX | Lam Research CORP | +0.1% | -2.71% | 减仓 |
| 27 | MS | Morgan Stanley | +0.1% | -2.70% | 减仓 |
| 28 | AMAT | Applied Materials Inc | 0% | -2.71% | 减仓 |
| 29 | AMD | Advanced Micro Devices | 0% | -2.70% | 减仓 |
| 30 | UEC | Uranium Energy CORP | 0% | — | 不变 |
| 31 | PTC | Ptc Inc | 0% | -2.71% | 减仓 |
| 32 | OII | Oceaneering Intl Inc | 0% | -2.70% | 减仓 |
| 33 | BAC | Bank Of America CORP | 0% | -2.70% | 减仓 |
| 34 | LEN | Lennar Corp-a | 0% | -2.65% | 减仓 |
| 35 | KLAC | Kla CORP | 0% | -2.66% | 减仓 |
| 36 | NXE | Nexgen Energy LTD | 0% | — | 不变 |
| 37 | UUUU | Energy Fuels Inc | 0% | — | 不变 |
| 38 | ENB | Enbridge Inc | 0% | — | 不变 |
| 39 | NEM | Newmont CORP | 0% | -2.73% | 减仓 |
| 40 | CCJ | Cameco CORP | 0% | — | 不变 |
| 41 | IDXX | Idexx Laboratories Inc | 0% | — | 不变 |
| 42 | DNN | Denison Mines CORP | 0% | — | 不变 |
| 43 | LOW | Lowe's Cos Inc | 0% | -2.69% | 减仓 |
| 44 | LEU | Centrus Energy Corp-class A | 0% | — | 不变 |
| 45 | NSC | Norfolk Southern CORP | 0% | -6.58% | 减仓 |
| 46 | PLD | Prologis Inc | 0% | -2.51% | 减仓 |
| 47 | PHM | Pultegroup Inc | 0% | -1.71% | 减仓 |
| 48 | SQM | Quimica Y Minera Chil-sp Adr | 0% | — | 不变 |
| 49 | VALE | Vale Sa-sp Adr | 0% | -5.78% | 减仓 |
| 50 | REXR | Rexford Industrial Realty In | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Fulcrum Asset Management LLP 在 Q3 2025 季度的美股持仓总市值约为 US$10.0亿，共申报了 177 个公开持股仓位。
在 Q3 2025 季度，Fulcrum Asset Management LLP 按市值排列的前三大核心持股分别为：NVDA (11.4%)、MSFT (8.4%)、AVGO (5.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 11.4% 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
SNPS
市值: US$5.4万
本季最大获利了结 / 清仓标的
AEM
前期市值: US$91.4万
在 Q3 2025 季度中，Fulcrum Asset Management LLP 共进行了 125 项持仓异动，包含新建仓 1 个仓位、加仓 17 个仓位、减仓 102 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SNPS。 本季清仓仓位包含 AEM。
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。
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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。