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: 0001599746
申报总市值
US$7.1亿
US$7.1亿
189 檔
24.2%
截至 Q4 2025 季度末，Hamilton Point Investment Advisors, LLC 的美股持仓估值约为 US$7.1亿，全数申报仓位共有 189 档。
Hamilton Point Investment Advisors, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 25 档持股的同时，亦同步清仓 2 档并减仓 20 档标的。
在资产配置集中度方面，Hamilton Point Investment Advisors, LLC 的前 5 大核心持股（包含 BRK-A, BNDX, AAPL 等）合计占整体申报市值的 24.2%，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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 7.34% | -0.96% | -7.25% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.40% | -0.36% | +5.07% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.18% | +0.16% | +1.14% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.13% | +0.47% | +0.53% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.09% | -0.30% | +4.69% | |
| 6 | EME | Emcor Group Inc | 股票-工业 | 3.61% | +0.09% | +0.54% | |
| 7 | AXP | American Express Co | 股票-金融 | 3.53% | +0.06% | -0.39% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 3.24% | -0.39% | -0.22% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.51% | -0.60% | +1.79% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.49% | -0.36% | +0.09% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.15% | +0.11% | +2.73% | |
| 12 | DE | Deere & Co | 股票-工业 | 1.75% | +0.05% | +0.70% | |
| 13 | AMGN | Amgen Inc | 股票-医疗保健 | 1.68% | -0.12% | -0.32% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.58% | -0.02% | +1.46% | |
| 15 | ETN | Eaton Corporation plc | 股票-工业 | 1.44% | +0.14% | +0.52% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.43% | +0.03% | +1.36% | |
| 17 | CMI | Cummins Inc | 股票-工业 | 1.40% | +0.34% | +0.47% | |
| 18 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.37% | -0.11% | -0.14% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 1.35% | -0.23% | +0.05% | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 1.35% | -0.12% | -0.13% | |
| 21 | HUBB | Hubbell Inc | 股票-工业 | 1.32% | -0.03% | +0.43% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.03% | +0.37% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.25% | -0.17% | +0.20% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | -0.09% | -2.05% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | +0.48% | +0.40% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | +0.06% | -0.86% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | +0.05% | +26.81% | |
| 28 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.13% | -0.03% | +92.42% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 1.12% | -0.20% | +0.81% | |
| 30 | LFUS | Littelfuse Inc | 股票-科技 | 1.12% | +0.35% | -0.71% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 1.08% | -0.13% | +45.85% | |
| 32 | MAIN | Main Street Capital CORP | 股票-金融 | 1.05% | -0.10% | -0.84% | |
| 33 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.04% | +0.20% | +0.64% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.99% | -0.35% | -2.54% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.97% | -0.16% | -0.83% | |
| 36 | RELX | Relx PLC - Spon Adr | 股票-工业 | 0.96% | -0.11% | -0.05% | |
| 37 | DELL | Dell Technologies -c | 股票-科技 | 0.91% | +1.70% | +0.31% | |
| 38 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.91% | -0.05% | — | |
| 39 | EXP | Eagle Materials Inc | 股票-原材料 | 0.87% | +0.05% | +48.64% | |
| 40 | NICE | Nice LTD - Spon Adr | 股票-科技 | 0.83% | — | -15.18% | |
| 41 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.83% | -0.72% | EXIT | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.82% | +0.11% | +0.34% | |
| 43 | MGRC | Mcgrath Rentcorp | 股票-其他 | 0.82% | — | -0.85% | |
| 44 | WM | Waste Management Inc | 股票-工业 | 0.81% | -0.10% | +1.30% | |
| 45 | BR | Broadridge Financial Solutio | 股票-科技 | 0.79% | -0.14% | +1.64% | |
| 46 | BIPC | Brookfield Infrastructure-a | 股票-公用事业 | 0.78% | -0.07% | -0.26% | |
| 47 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.77% | -0.11% | +0.73% | |
| 48 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.77% | -0.22% | -0.88% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | +0.04% | — | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.71% | -0.13% | +0.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | +0.53% | 加仓 |
| 2 | CL | Colgate-palmolive Co | +0.5% | +92.42% | 加仓 |
| 3 | AXP | American Express Co | +0.3% | -0.39% | 减仓 |
| 4 | IAU | Ishares Gold Trust | +0.2% | +1.79% | 加仓 |
| 5 | ROP | Roper Technologies Inc | +0.2% | +45.85% | 加仓 |
| 6 | CMI | Cummins Inc | +0.2% | +0.47% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.2% | +26.81% | 加仓 |
| 8 | LLY | Eli Lilly & Co | +0.2% | +0.34% | 加仓 |
| 9 | AAPL | Apple Inc | +0.2% | +1.14% | 加仓 |
| 10 | RTX | Rtx CORP | +0.2% | -0.22% | 减仓 |
| 11 | AMGN | Amgen Inc | +0.2% | -0.32% | 减仓 |
| 12 | EXP | Eagle Materials Inc | +0.2% | +48.64% | 加仓 |
| 13 | DHR | Danaher CORP | +0.2% | -0.13% | 减仓 |
| 14 | CRM | Salesforce Inc | +0.1% | +0.05% | 加仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +0.40% | 加仓 |
| 16 | TJX | Tjx Companies Inc | +0.1% | +0.09% | 加仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -2.05% | 减仓 |
| 18 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -2.23% | 减仓 |
| 19 | AVUV | Avantis US Small Cap Value | +0.1% | +2.73% | 加仓 |
| 20 | WMT | Walmart Inc | +0.1% | +0.81% | 加仓 |
| 21 | MRK | Merck & Co. Inc. | +0.1% | +15.14% | 加仓 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.92% | 加仓 |
| 23 | NEE | Nextera Energy Inc | +0.1% | +0.20% | 加仓 |
| 24 | BIPC | Brookfield Infrastructure-a | +0.1% | -0.26% | 减仓 |
| 25 | ACN | Accenture plc | 0% | -2.54% | 减仓 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +1.36% | 加仓 |
| 27 | BNDX | Vanguard Total Intl Bond ETF | — | +5.07% | 加仓 |
| 28 | NKE | Nike Inc -cl B | -0.1% | -2.22% | 减仓 |
| 29 | PFE | Pfizer Inc | -0.1% | -8.77% | 减仓 |
| 30 | VZ | Verizon Communications Inc | -0.1% | -0.88% | 减仓 |
| 31 | MAIN | Main Street Capital CORP | -0.1% | -0.84% | 减仓 |
| 32 | GPC | Genuine Parts Co | -0.1% | -0.11% | 减仓 |
| 33 | PAYX | Paychex Inc | -0.1% | -1.64% | 减仓 |
| 34 | CHD | Church & Dwight Co Inc | -0.1% | -0.14% | 减仓 |
| 35 | WSM | Williams-sonoma Inc | -0.1% | +0.64% | 加仓 |
| 36 | MGRC | Mcgrath Rentcorp | -0.1% | -0.85% | 减仓 |
| 37 | DELL | Dell Technologies -c | -0.1% | +0.31% | 加仓 |
| 38 | WSO | Watsco Inc | -0.2% | -0.57% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.2% | +4.69% | 加仓 |
| 40 | RELX | Relx PLC - Spon Adr | -0.2% | -0.05% | 减仓 |
| 41 | ADP | Automatic Data Processing | -0.2% | +1.46% | 加仓 |
| 42 | ETN | Eaton Corporation plc | -0.3% | +0.52% | 加仓 |
| 43 | EME | Emcor Group Inc | -0.3% | +0.54% | 加仓 |
| 44 | NICE | Nice LTD - Spon Adr | -0.5% | -15.18% | 减仓 |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | -0.8% | -7.25% | 减仓 |
| 46 | FFIV | F5 Inc | — | EXIT | 清仓 |
| 47 | UL | Unilever PLC | — | EXIT | 清仓 |
| 48 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 49 | VITL | Vital Farms Inc | — | NEW | 新建仓 |
| 50 | GLW | Corning Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Hamilton Point Investment Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$7.1亿，共申报了 189 个公开持股仓位。
在 Q4 2025 季度，Hamilton Point Investment Advisors, LLC 按市值排列的前三大核心持股分别为：BRK-A (7.3%)、BNDX (6.4%)、AAPL (4.2%)。其中最大持股仓位 BRK-A 占据整体投资组合约 7.3% 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
UL
市值: US$597.7万
本季最大获利了结 / 清仓标的
FFIV
前期市值: US$944.7万
在 Q4 2025 季度中，Hamilton Point Investment Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 25 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 FFIV。
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。