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: 0002026645
申报总市值
US$2.2亿
US$2.2亿
321 檔
20.2%
在 Q4 2025 的 13F 官方备案中，Hager Investment Management Services, LLC 管理的美股投资组合规模来到 US$2.2亿，整体持股档数为 321 档。
在 Q4 2025，Hager Investment Management Services, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 0 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，Hager Investment Management Services, LLC 的前 5 大核心持股（包含 AVGO, AAPL, NVDA 等）合计占整体申报市值的 20.2%，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 321 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 | AVGO | Broadcom Inc | 股票-科技 | 5.46% | +0.05% | -8.39% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.14% | -0.30% | -4.03% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.77% | -0.21% | -7.64% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.53% | -0.15% | -5.93% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.15% | -2.95% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.18% | -0.45% | -9.69% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.03% | -0.05% | -6.01% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.44% | -0.16% | +0.04% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.23% | +0.10% | -0.87% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | -0.20% | -5.51% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 1.99% | -0.57% | -10.04% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.97% | — | -7.67% | |
| 13 | GLW | Corning Inc | 股票-科技 | 1.93% | +0.29% | -7.37% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.91% | +0.04% | +0.74% | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 1.90% | -0.26% | +897.53% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.87% | -0.52% | -4.14% | |
| 17 | SYK | Stryker CORP | 股票-医疗保健 | 1.85% | -0.34% | -2.50% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 1.78% | +0.20% | +11.12% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.77% | +0.38% | +3.57% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.64% | -0.04% | +22.59% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.58% | -0.22% | -2.52% | |
| 22 | CGBD | Carlyle Secured Lending Inc | 股票-其他 | 1.53% | -0.33% | -5.18% | |
| 23 | CEG | Constellation Energy | 股票-公用事业 | 1.49% | -0.23% | -11.50% | |
| 24 | EVR | Evercore Inc - A | 股票-金融 | 1.44% | -0.10% | +1.18% | |
| 25 | CAT | Caterpillar Inc | 股票-工业 | 1.38% | +0.17% | -14.76% | |
| 26 | BCSF | Bain Capital Specialty Finan | 股票-其他 | 1.32% | -0.21% | +2.76% | |
| 27 | EME | Emcor Group Inc | 股票-工业 | 1.28% | -0.16% | -11.91% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.26% | -0.18% | -3.57% | |
| 29 | DELL | Dell Technologies -c | 股票-科技 | 1.24% | +0.31% | +2276.32% | |
| 30 | TOL | Toll Brothers Inc | 股票-周期性消费 | 1.22% | +0.07% | +9.69% | |
| 31 | CCJ | Cameco CORP | 股票-能源 | 1.21% | -0.36% | -11.83% | |
| 32 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.12% | -0.14% | +848.20% | |
| 33 | AXP | American Express Co | 股票-金融 | 1.12% | -0.02% | +34.51% | |
| 34 | OHI | Omega Healthcare Investors | 股票-房地产 | 1.11% | -0.14% | -6.80% | |
| 35 | PWR | Quanta Services Inc | 股票-工业 | 1.05% | -0.05% | -13.83% | |
| 36 | CFG | Citizens Financial Group | 股票-金融 | 0.87% | +0.03% | +28.36% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.87% | -0.11% | +20.12% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.84% | -0.10% | +0.20% | |
| 39 | MRVL | Marvell Technology Inc | 股票-科技 | 0.83% | +1.44% | -27.59% | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.82% | -0.07% | -3.94% | |
| 41 | LNG | Cheniere Energy Inc | 股票-能源 | 0.79% | -0.35% | +1.28% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.03% | -33.11% | |
| 43 | ROK | Rockwell Automation Inc | 股票-工业 | 0.75% | +0.17% | +85.35% | |
| 44 | GEV | GE Vernova Inc | 股票-工业 | 0.72% | -0.05% | +3.86% | |
| 45 | TSLA | Tesla Inc | 股票-周期性消费 | 0.69% | -0.02% | -3.98% | |
| 46 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.58% | -0.20% | -26.34% | |
| 47 | KR | Kroger Co | 股票-非周期性消费 | 0.57% | -0.36% | +16.05% | |
| 48 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.55% | -0.13% | -6.03% | |
| 49 | O | Realty Income CORP | 股票-房地产 | 0.55% | -0.03% | -2.31% | |
| 50 | NUE | Nucor CORP | 股票-原材料 | 0.55% | -0.05% | -4.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +1.2% | +2276.32% | 加仓 |
| 2 | TJX | Tjx Companies Inc | +1% | +848.20% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -5.93% | 减仓 |
| 4 | LLY | Eli Lilly & Co | +0.8% | -6.01% | 减仓 |
| 5 | AMD | Advanced Micro Devices | +0.5% | +3.57% | 加仓 |
| 6 | ROK | Rockwell Automation Inc | +0.4% | +85.35% | 加仓 |
| 7 | AXP | American Express Co | +0.4% | +34.51% | 加仓 |
| 8 | APH | Amphenol Corp-cl A | +0.3% | +11.12% | 加仓 |
| 9 | CFG | Citizens Financial Group | +0.3% | +28.36% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +0.74% | 加仓 |
| 11 | RTX | Rtx CORP | +0.2% | +20.12% | 加仓 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | +0.20% | 加仓 |
| 13 | AAPL | Apple Inc | +0.2% | -4.03% | 减仓 |
| 14 | TT | Trane Technologies plc | +0.2% | +70.74% | 加仓 |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -3.57% | 减仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.04% | 加仓 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +119.86% | 加仓 |
| 18 | NWE | Northwestern Energy Group In | +0.1% | +14.68% | 加仓 |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | -6.03% | 减仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.60% | 减仓 |
| 21 | TOL | Toll Brothers Inc | +0.1% | +9.69% | 加仓 |
| 22 | NUE | Nucor CORP | +0.1% | -4.98% | 减仓 |
| 23 | NEM | Newmont CORP | +0.1% | +0.68% | 加仓 |
| 24 | GEV | GE Vernova Inc | +0.1% | +3.86% | 加仓 |
| 25 | CEG | Constellation Energy | -0.1% | -11.50% | 减仓 |
| 26 | JPM | Jpmorgan Chase & Co | -0.1% | -5.51% | 减仓 |
| 27 | CGBD | Carlyle Secured Lending Inc | -0.1% | -5.18% | 减仓 |
| 28 | KMB | Kimberly-clark CORP | -0.1% | -35.77% | 减仓 |
| 29 | CHWY | Chewy Inc - Class A | -0.1% | -75.07% | 减仓 |
| 30 | SYK | Stryker CORP | -0.1% | -2.50% | 减仓 |
| 31 | CARR | Carrier Global CORP | -0.1% | -71.33% | 减仓 |
| 32 | LNG | Cheniere Energy Inc | -0.1% | +1.28% | 加仓 |
| 33 | PWR | Quanta Services Inc | -0.1% | -13.83% | 减仓 |
| 34 | DKS | Dick's Sporting Goods Inc | -0.2% | -35.47% | 减仓 |
| 35 | DRI | Darden Restaurants Inc | -0.2% | -86.54% | 减仓 |
| 36 | AVGO | Broadcom Inc | -0.2% | -8.39% | 减仓 |
| 37 | COST | Costco Wholesale CORP | -0.2% | -4.14% | 减仓 |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -47.76% | 减仓 |
| 39 | LOW | Lowe's Cos Inc | -0.2% | -26.34% | 减仓 |
| 40 | META | Meta Platforms Inc-class A | -0.3% | -0.87% | 减仓 |
| 41 | EME | Emcor Group Inc | -0.3% | -11.91% | 减仓 |
| 42 | SMR | Nuscale Power CORP | -0.3% | -63.02% | 减仓 |
| 43 | MRVL | Marvell Technology Inc | -0.3% | -27.59% | 减仓 |
| 44 | V | Visa Inc-class A Shares | -0.3% | -33.11% | 减仓 |
| 45 | NVDA | Nvidia CORP | -0.4% | -7.64% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.4% | -2.95% | 减仓 |
| 47 | PLTR | Palantir Technologies Inc-a | -0.4% | -9.69% | 减仓 |
| 48 | NFLX | Netflix Inc | -0.5% | +897.53% | 加仓 |
| 49 | AZO | Autozone Inc | -1.1% | -86.89% | 减仓 |
| 50 | ORCL | Oracle CORP | -1.6% | -77.45% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Hager Investment Management Services, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 321 个公开持股仓位。
在 Q4 2025 季度，Hager Investment Management Services, LLC 按市值排列的前三大核心持股分别为：AVGO (5.5%)、AAPL (5.1%)、NVDA (4.8%)。其中最大持股仓位 AVGO 占据整体投资组合约 5.5% 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。
本季最大获利了结 / 清仓标的
AVGO
前期市值: US$1042.6万
在 Q4 2025 季度中，Hager Investment Management Services, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 19 个仓位、减仓 31 个仓位以及清仓 0 个仓位。
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。