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: 0001909322
申报总市值
US$2.1亿
US$2.1亿
112 檔
13.7%
在 Q4 2025 申报期间，Insight Inv LLC（CIK: 0001909322）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$2.1亿，共持有 112 个公开申报仓位。
在 Q4 2025，Insight Inv LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 27 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Insight Inv LLC 的前 5 大核心持股（包含 AAPL, GOOGL, RDVY 等）合计占整体申报市值的 13.7%，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 | AAPL | Apple Inc | 股票-科技 | 4.89% | -0.16% | +1.95% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.35% | +0.11% | +0.19% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.93% | +0.14% | +9.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.34% | -1.56% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.50% | +0.01% | -1.11% | |
| 6 | AXP | American Express Co | 股票-金融 | 2.46% | -0.07% | -0.92% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.46% | -0.10% | +0.77% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.26% | -0.01% | +3.20% | |
| 9 | MRVL | Marvell Technology Inc | 股票-科技 | 2.17% | +3.73% | +5.20% | |
| 10 | AMAT | Applied Materials Inc | 股票-科技 | 2.09% | +2.05% | +0.01% | |
| 11 | GLW | Corning Inc | 股票-科技 | 2.06% | +1.65% | +0.06% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 2.04% | -0.50% | -0.92% | |
| 13 | GHC | Graham Holdings Co-class B | 股票-工业 | 1.99% | -0.11% | +18.08% | |
| 14 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.99% | +0.12% | -2.70% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.89% | +0.18% | +1.86% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 1.82% | -0.29% | -1.53% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.79% | -0.17% | +0.08% | |
| 18 | C | Citigroup Inc | 股票-金融 | 1.78% | +0.11% | +0.17% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.76% | -0.34% | -1.29% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.76% | +0.47% | -0.11% | |
| 21 | GD | General Dynamics CORP | 股票-工业 | 1.69% | -0.20% | +3.28% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.62% | +0.27% | -3.37% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.61% | -2.21% | EXIT | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 1.60% | -0.20% | +1.99% | |
| 25 | ALL | Allstate CORP | 股票-金融 | 1.56% | -0.02% | +2.48% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.55% | -0.39% | +15.73% | |
| 27 | PNC | Pnc Financial Services Group | 股票-金融 | 1.48% | +0.04% | +21.32% | |
| 28 | FUMB | First Trust Ultra Short Dur | ETF-其他 | 1.47% | -0.17% | -13.27% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.46% | -0.61% | +2.50% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | -0.17% | -0.94% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.38% | -0.04% | -1.44% | |
| 32 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 1.38% | +0.10% | +9.12% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.37% | -0.20% | +1.44% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.03% | +1.36% | |
| 35 | WRB | Wr Berkley CORP | 股票-金融 | 1.36% | +0.01% | -0.32% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.36% | -0.11% | +1.51% | |
| 37 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.32% | +0.06% | +23.75% | |
| 38 | EMR | Emerson Electric Co | 股票-工业 | 1.30% | -0.08% | +0.69% | |
| 39 | EOG | Eog Resources Inc | 股票-能源 | 1.28% | -0.39% | +25.56% | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.23% | -0.14% | +8.63% | |
| 41 | LNC | Lincoln National CORP | 股票-金融 | 1.20% | -0.14% | +0.52% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.15% | -0.02% | -0.04% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.12% | -0.03% | — | |
| 44 | PCAR | Paccar Inc | 股票-工业 | 1.05% | -0.13% | -1.69% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.01% | -0.03% | +0.53% | |
| 46 | BP | Bp Plc-spons Adr | 股票-能源 | 1.01% | -0.45% | +23.71% | |
| 47 | FSMB | First Trust Short Dur Manag | ETF-其他 | 0.99% | -0.09% | +1.73% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.93% | -0.12% | -25.37% | |
| 49 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.86% | -0.17% | +2.74% | |
| 50 | T | At&t Inc | 股票-通信服务 | 0.83% | -0.38% | -0.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.19% | 加仓 |
| 2 | AMAT | Applied Materials Inc | +0.4% | +0.01% | 加仓 |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +8.63% | 加仓 |
| 4 | PNC | Pnc Financial Services Group | +0.3% | +21.32% | 加仓 |
| 5 | RDVY | First Trust Rising Dividend | +0.2% | +9.67% | 加仓 |
| 6 | MSGS | Madison Square Garden Sports | +0.2% | +9.12% | 加仓 |
| 7 | LMBS | First Trust Low Duration Opp | +0.2% | +23.75% | 加仓 |
| 8 | AAPL | Apple Inc | +0.2% | +1.95% | 加仓 |
| 9 | AMGN | Amgen Inc | +0.2% | +1.99% | 加仓 |
| 10 | PEP | Pepsico Inc | +0.2% | +15.73% | 加仓 |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +32.49% | 加仓 |
| 12 | BP | Bp Plc-spons Adr | +0.2% | +23.71% | 加仓 |
| 13 | C | Citigroup Inc | +0.2% | +0.17% | 加仓 |
| 14 | MS | Morgan Stanley | +0.2% | +1.86% | 加仓 |
| 15 | EOG | Eog Resources Inc | +0.1% | +25.56% | 加仓 |
| 16 | AVGO | Broadcom Inc | +0.1% | +33.45% | 加仓 |
| 17 | AXP | American Express Co | +0.1% | -0.92% | 减仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.11% | 减仓 |
| 19 | VCIT | Vanguard Int-term Corporate | +0.1% | +31.42% | 加仓 |
| 20 | GHC | Graham Holdings Co-class B | +0.1% | +18.08% | 加仓 |
| 21 | PSLV | Sprott Physical Silver Trust | +0.1% | — | 不变 |
| 22 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +29.05% | 加仓 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +3.52% | 加仓 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +3.20% | 加仓 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +1.51% | 加仓 |
| 26 | JNJ | Johnson & Johnson | +0.1% | -0.94% | 减仓 |
| 27 | LNC | Lincoln National CORP | +0.1% | +0.52% | 加仓 |
| 28 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +17.97% | 加仓 |
| 29 | RTX | Rtx CORP | +0.1% | -1.53% | 减仓 |
| 30 | WMT | Walmart Inc | +0.1% | -0.92% | 减仓 |
| 31 | GLW | Corning Inc | 0% | +0.06% | 加仓 |
| 32 | MRVL | Marvell Technology Inc | 0% | +5.20% | 加仓 |
| 33 | PCAR | Paccar Inc | 0% | -1.69% | 减仓 |
| 34 | XOM | Exxon Mobil CORP | 0% | — | 不变 |
| 35 | IBM | Intl Business Machines CORP | 0% | -1.11% | 减仓 |
| 36 | T | At&t Inc | -0.2% | -0.40% | 减仓 |
| 37 | BMY | Bristol-myers Squibb Co | -0.2% | -35.66% | 减仓 |
| 38 | WRB | Wr Berkley CORP | -0.2% | -0.32% | 减仓 |
| 39 | MDT | Medtronic plc | -0.3% | -45.21% | 减仓 |
| 40 | VZ | Verizon Communications Inc | -0.3% | -30.88% | 减仓 |
| 41 | FUMB | First Trust Ultra Short Dur | -0.3% | -13.27% | 减仓 |
| 42 | WSM | Williams-sonoma Inc | -0.4% | -2.70% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.4% | -1.56% | 减仓 |
| 44 | DIS | Walt Disney Co/the | -0.4% | -25.37% | 减仓 |
| 45 | ORCL | Oracle CORP | -0.9% | +0.08% | 加仓 |
| 46 | TGT | Target CORP | — | EXIT | 清仓 |
| 47 | TPL | Texas Pacific Land CORP | — | NEW | 新建仓 |
| 48 | BNY | Bank Of New York Mellon CORP | — | NEW | 新建仓 |
| 49 | URI | United Rentals Inc | — | EXIT | 清仓 |
| 50 | TXN | Texas Instruments Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Insight Inv LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.1亿，共申报了 112 个公开持股仓位。
在 Q4 2025 季度，Insight Inv LLC 按市值排列的前三大核心持股分别为：AAPL (4.9%)、GOOGL (3.4%)、RDVY (2.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.9% 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
TPL
市值: US$54.3万
本季最大获利了结 / 清仓标的
TGT
前期市值: US$71.7万
在 Q4 2025 季度中，Insight Inv LLC 共进行了 48 项持仓异动，包含新建仓 2 个仓位、加仓 27 个仓位、减仓 16 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 TPL。 本季清仓仓位包含 TGT。
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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