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: 0001162781
申报总市值
US$9.2亿
US$9.2亿
102 檔
28.9%
在 Q2 2025 申报期间，Harvey Investment Co LLC（CIK: 0001162781）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$9.2亿，共持有 102 个公开申报仓位。
Harvey Investment Co LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 16 档持股的同时，亦同步清仓 1 档并减仓 19 档标的。
在资产配置集中度方面，Harvey Investment Co LLC 的前 5 大核心持股（包含 ORLY, BRK-B, TJX 等）合计占整体申报市值的 28.9%，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 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 9.63% | -0.44% | +1348.14% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.50% | -0.03% | -2.60% | |
| 3 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.82% | -0.61% | -2.60% | |
| 4 | FAST | Fastenal Co | 股票-工业 | 4.71% | -0.04% | +93.95% | |
| 5 | VRSK | Verisk Analytics Inc | 股票-工业 | 4.48% | -0.20% | -3.73% | |
| 6 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.64% | -0.22% | — | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.52% | -0.35% | -0.89% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.39% | -0.01% | -0.72% | |
| 9 | WCN | Waste Connections Inc | 股票-工业 | 3.29% | +0.01% | -0.11% | |
| 10 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 3.10% | -0.27% | +0.29% | |
| 11 | AKX | Ansys Inc | 股票-其他 | 2.96% | — | -19.27% | |
| 12 | A | Agilent Technologies Inc | 股票-医疗保健 | 2.91% | +0.33% | +5.19% | |
| 13 | PAYX | Paychex Inc | 股票-科技 | 2.88% | +0.07% | -0.51% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 2.77% | -0.01% | +0.83% | |
| 15 | APH | Amphenol Corp-cl A | 股票-科技 | 2.76% | +0.95% | -2.81% | |
| 16 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 2.58% | -0.42% | -0.13% | |
| 17 | NDSN | Nordson CORP | 股票-工业 | 2.42% | +0.28% | +7.58% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.40% | -0.01% | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.11% | +0.48% | +0.31% | |
| 20 | STE | STERIS plc | 股票-医疗保健 | 2.10% | +0.20% | +19.30% | |
| 21 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.74% | +0.08% | +0.26% | |
| 22 | IEX | Idex CORP | 股票-工业 | 1.69% | +0.38% | +7.35% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.61% | +0.21% | — | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.38% | -2.14% | EXIT | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.31% | -0.24% | -0.79% | |
| 26 | KNX | Knight-swift Transportation | 股票-工业 | 1.23% | -0.59% | -11.34% | |
| 27 | WAT | Waters CORP | 股票-医疗保健 | 1.22% | +0.26% | +1.07% | |
| 28 | MMM | 3m Co | 股票-工业 | 1.03% | +0.13% | -6.33% | |
| 29 | ITW | Illinois Tool Works | 股票-工业 | 0.95% | — | — | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.94% | -0.16% | +14.03% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.92% | +0.27% | -3.13% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | — | — | |
| 33 | AME | Ametek Inc | 股票-工业 | 0.81% | +0.05% | +48.72% | |
| 34 | PNC | Pnc Financial Services Group | 股票-金融 | 0.80% | +0.15% | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | — | -3.39% | |
| 36 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.63% | -0.22% | +13.24% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.01% | — | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.05% | -0.18% | |
| 39 | DCI | Donaldson Co Inc | 股票-工业 | 0.54% | +0.03% | -2.75% | |
| 40 | KMX | Carmax Inc | 股票-周期性消费 | 0.45% | — | -2.67% | |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.43% | -0.01% | — | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.39% | — | -3.64% | |
| 43 | GGG | Graco Inc | 股票-工业 | 0.36% | -0.04% | +0.37% | |
| 44 | EXP | Eagle Materials Inc | 股票-原材料 | 0.33% | +0.08% | — | |
| 45 | AAPL | Apple Inc | 股票-科技 | 0.30% | -0.02% | — | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | +0.03% | — | |
| 47 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.27% | +0.01% | +66.53% | |
| 48 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.26% | — | — | |
| 49 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.25% | +0.01% | -0.12% | |
| 50 | SYBT | Stock Yards Bancorp Inc | 股票-其他 | 0.25% | +0.02% | -1.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +0.9% | -2.81% | 减仓 |
| 2 | IDXX | Idexx Laboratories Inc | +0.7% | +0.29% | 加仓 |
| 3 | ULTA | Ulta Beauty Inc | +0.5% | -0.13% | 减仓 |
| 4 | STE | STERIS plc | +0.4% | +19.30% | 加仓 |
| 5 | EXP | Eagle Materials Inc | +0.3% | NEW | 新建仓 |
| 6 | AME | Ametek Inc | +0.3% | +48.72% | 加仓 |
| 7 | NDSN | Nordson CORP | +0.3% | +7.58% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +0.31% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.2% | — | 不变 |
| 10 | FAST | Fastenal Co | +0.2% | +93.95% | 加仓 |
| 11 | A | Agilent Technologies Inc | +0.1% | +5.19% | 加仓 |
| 12 | ADBE | Adobe Inc | +0.1% | +14.03% | 加仓 |
| 13 | AOS | Smith (a.o.) CORP | +0.1% | +66.53% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.1% | -0.89% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不变 |
| 16 | MA | Mastercard Inc - A | +0.1% | +0.83% | 加仓 |
| 17 | ABT | Abbott Laboratories | +0.1% | — | 不变 |
| 18 | IEX | Idex CORP | +0.1% | +7.35% | 加仓 |
| 19 | GE | General Electric | +0.1% | — | 不变 |
| 20 | PNC | Pnc Financial Services Group | 0% | — | 不变 |
| 21 | GEV | GE Vernova Inc | 0% | — | 不变 |
| 22 | ZTS | Zoetis Inc | 0% | +13.24% | 加仓 |
| 23 | ST | Sensata Technologies Holding plc | 0% | -5.48% | 减仓 |
| 24 | VNT | Vontier CORP | 0% | +1.76% | 加仓 |
| 25 | VRSK | Verisk Analytics Inc | 0% | -3.73% | 减仓 |
| 26 | CVX | Chevron CORP | 0% | — | 不变 |
| 27 | BF-B | Brown-forman Corp-class B | 0% | — | 不变 |
| 28 | MRK | Merck & Co. Inc. | 0% | -0.12% | 减仓 |
| 29 | APD | Air Products & Chemicals Inc | 0% | -3.64% | 减仓 |
| 30 | MMM | 3m Co | 0% | -6.33% | 减仓 |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | — | 不变 |
| 32 | BF-A | Brown-forman Corp-class A | -0.1% | — | 不变 |
| 33 | JBHT | Hunt (jb) Transprt Svcs Inc | -0.1% | EXIT | 清仓 |
| 34 | WAT | Waters CORP | -0.1% | +1.07% | 加仓 |
| 35 | KMX | Carmax Inc | -0.1% | -2.67% | 减仓 |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -3.39% | 减仓 |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | +7.84% | 加仓 |
| 38 | LLY | Eli Lilly & Co | -0.1% | -3.13% | 减仓 |
| 39 | TJX | Tjx Companies Inc | -0.1% | -2.60% | 减仓 |
| 40 | KNX | Knight-swift Transportation | -0.2% | -11.34% | 减仓 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | — | 不变 |
| 42 | WCN | Waste Connections Inc | -0.2% | -0.11% | 减仓 |
| 43 | PEP | Pepsico Inc | -0.2% | -0.79% | 减仓 |
| 44 | PAYX | Paychex Inc | -0.2% | -0.51% | 减仓 |
| 45 | ABBV | Abbvie Inc | -0.2% | — | 不变 |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | 不变 |
| 47 | JNJ | Johnson & Johnson | -0.4% | -0.72% | 减仓 |
| 48 | AKX | Ansys Inc | -0.4% | -19.27% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -2.60% | 减仓 |
| 50 | ORLY | O'reilly Automotive Inc | -1.1% | +1348.14% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Harvey Investment Co LLC 在 Q2 2025 季度的美股持仓总市值约为 US$9.2亿，共申报了 102 个公开持股仓位。
在 Q2 2025 季度，Harvey Investment Co LLC 按市值排列的前三大核心持股分别为：ORLY (9.6%)、BRK-B (5.5%)、TJX (4.8%)。其中最大持股仓位 ORLY 占据整体投资组合约 9.6% 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
EXP
市值: US$300.6万
本季最大获利了结 / 清仓标的
JBHT
前期市值: US$50.7万
在 Q2 2025 季度中，Harvey Investment Co LLC 共进行了 37 项持仓异动，包含新建仓 1 个仓位、加仓 16 个仓位、减仓 19 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 EXP。 本季清仓仓位包含 JBHT。
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。