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: 0001806752
申报总市值
US$3.4亿
US$3.4亿
88 檔
19.4%
根据最新整理的 13F 季度数据集，Hixon Zuercher, LLC 于 Q4 2025 结束时的管理资产规模为 US$3.4亿。该机构在本季度申报了 88 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Hixon Zuercher, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 4 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，Hixon Zuercher, LLC 的前 5 大核心持股（包含 GSIE, GSLC, JNJ 等）合计占整体申报市值的 19.4%，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 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 7.36% | +0.24% | -0.41% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.73% | +0.34% | +0.43% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.11% | -0.14% | -0.50% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.97% | +0.10% | +0.53% | |
| 5 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.88% | +0.28% | +0.27% | |
| 6 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 2.86% | +0.46% | -0.28% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | +0.69% | -3.82% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.72% | +0.01% | +1628.80% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.52% | +0.22% | -1.26% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | +0.40% | -13.01% | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 2.43% | -0.24% | +1.25% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.38% | +0.13% | -18.06% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.37% | -0.30% | +0.57% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.34% | +0.43% | -3.36% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 2.27% | -0.05% | +0.58% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.08% | -2.96% | EXIT | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.07% | +0.99% | -28.90% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 1.82% | -0.32% | -0.32% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.77% | +0.14% | +4.09% | |
| 20 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.72% | -0.37% | +1.01% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 1.71% | -0.17% | -8.83% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 1.62% | -0.76% | — | |
| 23 | HON | Honeywell International Inc | 股票-工业 | 1.60% | -1.91% | EXIT | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.59% | -0.04% | +0.00% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.52% | -0.05% | -2.26% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.51% | -0.32% | -4.46% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.50% | -0.11% | +0.72% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.48% | -0.40% | -1.19% | |
| 29 | DELL | Dell Technologies -c | 股票-科技 | 1.45% | -0.18% | +7.08% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 1.18% | -0.21% | +2.76% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.18% | -0.05% | -0.42% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 1.18% | +0.14% | -2.67% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | +0.13% | -1.82% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 1.05% | +1.62% | -30.47% | |
| 35 | APH | Amphenol Corp-cl A | 股票-科技 | 0.99% | +0.28% | -1.87% | |
| 36 | CPRT | Copart Inc | 股票-工业 | 0.97% | -0.23% | -13.11% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.95% | -0.20% | -15.66% | |
| 38 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.92% | -0.21% | +4.62% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.88% | -0.12% | -0.84% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.85% | -0.01% | -0.67% | |
| 41 | BKR | Baker Hughes Co | 股票-能源 | 0.82% | -0.11% | -2.35% | |
| 42 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.81% | +0.04% | +3.26% | |
| 43 | DOX | Amdocs Limited | 股票-科技 | 0.79% | -0.25% | -17.15% | |
| 44 | TDG | Transdigm Group Inc | 股票-工业 | 0.79% | +0.14% | +3.39% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | -0.11% | -50.33% | |
| 46 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.76% | -0.08% | +3.00% | |
| 47 | CCK | Crown Holdings Inc | 股票-周期性消费 | 0.73% | +0.11% | — | |
| 48 | PLD | Prologis Inc | 股票-房地产 | 0.72% | -0.04% | -5.53% | |
| 49 | GEN | Gen Digital Inc | 股票-科技 | 0.70% | +0.11% | -27.76% | |
| 50 | MANH | Manhattan Associates Inc | 股票-科技 | 0.70% | -0.03% | -15.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.6% | +1628.80% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.3% | -0.50% | 减仓 |
| 3 | GSIE | Goldman Sachs Activebeta Int | +0.3% | -0.41% | 减仓 |
| 4 | GS | Goldman Sachs Group Inc | +0.2% | -1.26% | 减仓 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -2.18% | 减仓 |
| 6 | CRM | Salesforce Inc | +0.2% | +2.76% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.2% | -8.83% | 减仓 |
| 8 | NEE | Nextera Energy Inc | +0.1% | +0.57% | 加仓 |
| 9 | DG | Dollar General CORP | +0.1% | +0.57% | 加仓 |
| 10 | WMT | Walmart Inc | +0.1% | -0.32% | 减仓 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -0.05% | 减仓 |
| 12 | HCA | Hca Healthcare Inc | +0.1% | +4.62% | 加仓 |
| 13 | NYT | New York Times Co-a | +0.1% | -1.53% | 减仓 |
| 14 | EW | Edwards Lifesciences CORP | +0.1% | +3.26% | 加仓 |
| 15 | SCHW | Schwab (charles) CORP | +0.1% | +0.72% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +0.53% | 加仓 |
| 17 | APD | Air Products & Chemicals Inc | -0.1% | -2.56% | 减仓 |
| 18 | BKR | Baker Hughes Co | -0.1% | -2.35% | 减仓 |
| 19 | DELL | Dell Technologies -c | -0.1% | +7.08% | 加仓 |
| 20 | AMD | Advanced Micro Devices | -0.1% | -30.47% | 减仓 |
| 21 | PFE | Pfizer Inc | -0.1% | -12.04% | 减仓 |
| 22 | SYK | Stryker CORP | -0.1% | +1.25% | 加仓 |
| 23 | SBUX | Starbucks CORP | -0.1% | -14.46% | 减仓 |
| 24 | CDW | Cdw Corp/de | -0.1% | -14.86% | 减仓 |
| 25 | AMT | American Tower CORP | -0.1% | -16.39% | 减仓 |
| 26 | OC | Owens Corning | -0.1% | -15.73% | 减仓 |
| 27 | META | Meta Platforms Inc-class A | -0.1% | +4.09% | 加仓 |
| 28 | NVDA | Nvidia CORP | -0.1% | -3.82% | 减仓 |
| 29 | NFLX | Netflix Inc | -0.2% | +868.81% | 加仓 |
| 30 | ADBE | Adobe Inc | -0.2% | -15.66% | 减仓 |
| 31 | DOX | Amdocs Limited | -0.2% | -17.15% | 减仓 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.2% | -28.90% | 减仓 |
| 33 | PGR | Progressive CORP | -0.2% | -17.47% | 减仓 |
| 34 | ZTS | Zoetis Inc | -0.2% | -23.25% | 减仓 |
| 35 | MANH | Manhattan Associates Inc | -0.3% | -15.58% | 减仓 |
| 36 | CPRT | Copart Inc | -0.3% | -13.11% | 减仓 |
| 37 | GEN | Gen Digital Inc | -0.3% | -27.76% | 减仓 |
| 38 | AAPL | Apple Inc | -0.4% | -18.06% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.6% | -13.01% | 减仓 |
| 40 | ORCL | Oracle CORP | -0.6% | -66.97% | 减仓 |
| 41 | COST | Costco Wholesale CORP | -0.9% | -50.33% | 减仓 |
| 42 | WFC | Wells Fargo & Co | — | NEW | 新建仓 |
| 43 | CCK | Crown Holdings Inc | — | NEW | 新建仓 |
| 44 | PPG | Ppg Industries Inc | — | EXIT | 清仓 |
| 45 | TSLA | Tesla Inc | — | EXIT | 清仓 |
| 46 | MPC | Marathon Petroleum CORP | — | EXIT | 清仓 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建仓 |
| 48 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新建仓 |
| 49 | JKHY | Jack Henry & Associates Inc | — | EXIT | 清仓 |
| 50 | VXUS | Vanguard Total Intl Stock | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Hixon Zuercher, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$3.4亿，共申报了 88 个公开持股仓位。
在 Q4 2025 季度，Hixon Zuercher, LLC 按市值排列的前三大核心持股分别为：GSIE (7.4%)、GSLC (3.7%)、JNJ (3.1%)。其中最大持股仓位 GSIE 占据整体投资组合约 7.4% 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
WFC
市值: US$533.4万
本季最大获利了结 / 清仓标的
PPG
前期市值: US$211.6万
在 Q4 2025 季度中，Hixon Zuercher, LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 12 个仓位、减仓 29 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 WFC。 本季清仓仓位包含 PPG。
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。