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: 0000928052
申报总市值
US$75.4亿
US$75.4亿
996 檔
22.6%
根据最新整理的 13F 季度数据集，Hm Payson & Co 于 Q2 2025 结束时的管理资产规模为 US$75.4亿。该机构在本季度申报了 996 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Hm Payson & Co 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 26 档、减仓 23 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Hm Payson & Co 的前 5 大核心持股（包含 MSFT, AVGO, AAPL 等）合计占整体申报市值的 22.6%，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 996 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 | MSFT | Microsoft CORP | 股票-科技 | 7.32% | -0.39% | +11.54% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 6.01% | +0.49% | -4.05% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.80% | +0.19% | +0.24% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.41% | +0.31% | +12.28% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.46% | +0.56% | -15.24% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.19% | +0.09% | +5.63% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.30% | -0.29% | +8.71% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.26% | +0.09% | -1.72% | |
| 9 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 2.23% | -0.23% | +14.64% | |
| 10 | LHX | L3harris Technologies Inc | 股票-工业 | 2.15% | -0.43% | +7.42% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.14% | -0.02% | -2.64% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.20% | +16.92% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.99% | +2.06% | +11.44% | |
| 14 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.84% | -0.23% | +7.23% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.75% | +0.10% | -2.66% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | -0.09% | -7.27% | |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.67% | — | +0.03% | |
| 18 | ACN | Accenture plc | 股票-科技 | 1.63% | -0.60% | +5.21% | |
| 19 | AME | Ametek Inc | 股票-工业 | 1.62% | +0.04% | +5.03% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.57% | +0.03% | +2.93% | |
| 21 | AZO | Autozone Inc | 股票-周期性消费 | 1.42% | -0.16% | +4.26% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.37% | +0.62% | +2.13% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.32% | -0.22% | +17.23% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.28% | +0.12% | -8.68% | |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.25% | -0.12% | +1.54% | |
| 26 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.24% | — | -5.12% | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.23% | -0.13% | +16.00% | |
| 28 | HUBB | Hubbell Inc | 股票-工业 | 1.22% | -0.05% | +4.62% | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 1.05% | -0.14% | +3.06% | |
| 30 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.94% | -0.05% | -2.66% | |
| 31 | CDW | Cdw Corp/de | 股票-科技 | 0.93% | -0.08% | -8.27% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.91% | -0.22% | -1.77% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.89% | +0.08% | +71.75% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.88% | +0.12% | -2.10% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.07% | -1.81% | |
| 36 | CAT | Caterpillar Inc | 股票-工业 | 0.85% | -0.33% | -11.45% | |
| 37 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.84% | -0.09% | -13.72% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.83% | -0.12% | -1.54% | |
| 39 | NVT | nVent Electric plc | 股票-工业 | 0.82% | +0.22% | +14.96% | |
| 40 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.78% | -0.13% | -4.56% | |
| 41 | AON | Aon plc | 股票-金融 | 0.75% | -0.42% | +2.97% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.12% | -7.25% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.66% | -0.03% | -31.23% | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.60% | -0.08% | -1.49% | |
| 45 | TYL | Tyler Technologies Inc | 股票-科技 | 0.59% | -0.08% | -0.47% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | -0.06% | -3.55% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.03% | +10.71% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.50% | +0.11% | +88.06% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.49% | -0.14% | -16.75% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.47% | -0.14% | +7.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.8% | +11.54% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1.8% | -4.05% | 减仓 |
| 3 | NVDA | Nvidia CORP | +1.4% | +12.28% | 加仓 |
| 4 | LRCX | Lam Research CORP | +0.5% | +11.44% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +8.71% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +16.92% | 加仓 |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +71.75% | 加仓 |
| 8 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +4849.88% | 加仓 |
| 9 | LHX | L3harris Technologies Inc | +0.3% | +7.42% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.3% | +5.63% | 加仓 |
| 11 | NVT | nVent Electric plc | +0.3% | +14.96% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.3% | -2.10% | 减仓 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +88.06% | 加仓 |
| 14 | HUBB | Hubbell Inc | +0.2% | +4.62% | 加仓 |
| 15 | ASML | ASML Holding N.V. | +0.1% | +2.13% | 加仓 |
| 16 | SUSA | Ishares Esg Optimized Msci U | +0.1% | +77.80% | 加仓 |
| 17 | DE | Deere & Co | +0.1% | +53.66% | 加仓 |
| 18 | IBTH | Ishares Ibonds Dec 2027 Term | +0.1% | +14.64% | 加仓 |
| 19 | FISV | Fiserv Inc | +0.1% | +101.05% | 加仓 |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +16.00% | 加仓 |
| 21 | DOV | Dover CORP | +0.1% | +26.67% | 加仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.94% | 减仓 |
| 23 | IBM | Intl Business Machines CORP | 0% | +2.20% | 加仓 |
| 24 | AXP | American Express Co | 0% | -1.15% | 减仓 |
| 25 | AME | Ametek Inc | — | +5.03% | 加仓 |
| 26 | SPGI | S&p Global Inc | 0% | +3.06% | 加仓 |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | -0.1% | +7.23% | 加仓 |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | -73.26% | 减仓 |
| 29 | BDX | Becton Dickinson And Co | -0.1% | -6.49% | 减仓 |
| 30 | AFL | Aflac Inc | -0.1% | -15.05% | 减仓 |
| 31 | ESML | Ishares Esg Aware Msci USA S | -0.1% | -99.34% | 减仓 |
| 32 | DHI | Dr Horton Inc | -0.1% | -17.90% | 减仓 |
| 33 | HPQ | Hp Inc | -0.1% | -84.05% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -3.55% | 减仓 |
| 35 | AON | Aon plc | -0.2% | +2.97% | 加仓 |
| 36 | LOW | Lowe's Cos Inc | -0.2% | -4.56% | 减仓 |
| 37 | JNJ | Johnson & Johnson | -0.2% | -1.81% | 减仓 |
| 38 | MCD | Mcdonald's CORP | -0.2% | -1.77% | 减仓 |
| 39 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -55.13% | 减仓 |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.2% | -5.12% | 减仓 |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.2% | +17.23% | 加仓 |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -7.25% | 减仓 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.4% | -93.39% | 减仓 |
| 44 | UNH | Unitedhealth Group Inc | -0.4% | -82.55% | 减仓 |
| 45 | ABBV | Abbvie Inc | -0.5% | -2.66% | 减仓 |
| 46 | AMGN | Amgen Inc | -0.5% | -31.23% | 减仓 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -7.27% | 减仓 |
| 48 | GOOG | Alphabet Inc-cl C | -0.5% | -15.24% | 减仓 |
| 49 | AAPL | Apple Inc | -1.2% | +0.24% | 加仓 |
| 50 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Hm Payson & Co 在 Q2 2025 季度的美股持仓总市值约为 US$75.4亿，共申报了 996 个公开持股仓位。
在 Q2 2025 季度，Hm Payson & Co 按市值排列的前三大核心持股分别为：MSFT (7.3%)、AVGO (6.0%)、AAPL (5.8%)。其中最大持股仓位 MSFT 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
SGOV
市值: US$787.3万
本季最大获利了结 / 清仓标的
AVGO
前期市值: US$2.4亿
在 Q2 2025 季度中，Hm Payson & Co 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 26 个仓位、减仓 23 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SGOV。
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。