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: 0001463753
申报总市值
US$4.7亿
US$4.7亿
185 檔
20.6%
在 Q3 2025 的 13F 官方备案中，Ipswich Investment Management Co., Inc. 管理的美股投资组合规模来到 US$4.7亿，整体持股档数为 185 档。
在 Q3 2025，Ipswich Investment Management Co., Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 1 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，Ipswich Investment Management Co., Inc. 的前 5 大核心持股（包含 MSFT, AAPL, GOOGL 等）合计占整体申报市值的 20.6%，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 | MSFT | Microsoft CORP | 股票-科技 | 7.59% | -0.44% | -0.97% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.15% | +0.06% | -0.82% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.45% | +0.38% | -1.14% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.35% | -0.11% | -0.08% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.30% | +0.12% | -1.64% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.24% | +0.01% | -2.46% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.18% | -0.57% | +0.10% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.51% | +0.02% | +0.29% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.35% | -3.41% | EXIT | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.21% | -0.03% | -0.79% | |
| 11 | PGR | Progressive CORP | 股票-金融 | 1.90% | +0.30% | -0.38% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 1.85% | +0.89% | -2.65% | |
| 13 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.76% | -0.33% | +16.13% | |
| 14 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.65% | -0.17% | -0.25% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.64% | -0.12% | -2.25% | |
| 16 | TXN | Texas Instruments Inc | 股票-科技 | 1.62% | +0.46% | — | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.61% | +1.13% | +4.92% | |
| 18 | WSO | Watsco Inc | 股票-工业 | 1.59% | +0.05% | -2.16% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.49% | -0.03% | -7.26% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.41% | -0.54% | -1.62% | |
| 21 | LIN | Linde plc | 股票-原材料 | 1.39% | -0.15% | -4.56% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.36% | +0.56% | +7.00% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.29% | -0.56% | +0.75% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.25% | +0.34% | +21.34% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.17% | -0.13% | -1.00% | |
| 26 | OKE | Oneok Inc | 股票-能源 | 1.11% | -0.10% | -1.65% | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 1.09% | -0.15% | -0.30% | |
| 28 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.01% | -0.16% | +2.21% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.97% | +0.13% | -0.02% | |
| 30 | CCJ | Cameco CORP | 股票-能源 | 0.96% | -0.16% | -2.41% | |
| 31 | AMRZ | Amrize Ltd | 股票-原材料 | 0.96% | -0.11% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.22% | +7.03% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.92% | -0.05% | -1.53% | |
| 34 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.87% | -0.09% | -17.03% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | +0.12% | -2.61% | |
| 36 | LEU | Centrus Energy Corp-class A | 股票-能源 | 0.78% | -0.07% | +1.41% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | +0.03% | -13.18% | |
| 38 | BIPC | Brookfield Infrastructure-a | 股票-公用事业 | 0.77% | -0.16% | -1.77% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.72% | -0.16% | +1.04% | |
| 40 | GE | General Electric | 股票-工业 | 0.60% | +0.10% | — | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.60% | +0.01% | -5.82% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.58% | +0.03% | -8.98% | |
| 43 | CMI | Cummins Inc | 股票-工业 | 0.54% | +0.09% | -1.79% | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 0.54% | -0.01% | -3.29% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.53% | -0.07% | +0.20% | |
| 46 | HON | Honeywell International Inc | 股票-工业 | 0.52% | -0.53% | EXIT | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.52% | +0.05% | -5.05% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事业 | 0.49% | -0.09% | -4.88% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | +0.01% | +10.25% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | -0.10% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | -0.97% | 减仓 |
| 2 | NVDA | Nvidia CORP | +1.2% | -2.46% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.1% | -1.14% | 减仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.6% | -0.08% | 加仓 |
| 5 | LEU | Centrus Energy Corp-class A | +0.6% | +1.41% | 减仓 |
| 6 | ASML | ASML Holding N.V. | +0.5% | +7.00% | 加仓 |
| 7 | LLY | Eli Lilly & Co | +0.5% | +21.34% | 加仓 |
| 8 | CAT | Caterpillar Inc | +0.4% | -2.65% | 减仓 |
| 9 | CCJ | Cameco CORP | +0.4% | -2.41% | 减仓 |
| 10 | AAPL | Apple Inc | +0.3% | -0.82% | 减仓 |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +4.92% | 加仓 |
| 12 | IWV | Ishares Russell 3000 ETF | +0.3% | -1.64% | 减仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | -2.61% | 减仓 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +0.29% | 减仓 |
| 15 | ORCL | Oracle CORP | +0.2% | -6.58% | 减仓 |
| 16 | TJX | Tjx Companies Inc | +0.2% | -0.25% | 减仓 |
| 17 | GE | General Electric | +0.2% | — | 不变 |
| 18 | CRSP | CRISPR Therapeutics AG | +0.2% | +0.92% | 加仓 |
| 19 | STE | STERIS plc | +0.2% | +24.64% | 加仓 |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.2% | +7.03% | 加仓 |
| 21 | BNS | Bank Of Nova Scotia | +0.2% | +4.50% | 加仓 |
| 22 | GEV | GE Vernova Inc | +0.2% | — | 不变 |
| 23 | AVGO | Broadcom Inc | +0.1% | — | 不变 |
| 24 | LB | Landbridge Co Llc-a | +0.1% | +62.09% | 加仓 |
| 25 | UNP | Union Pacific CORP | -0.2% | +10.25% | 减仓 |
| 26 | MMM | 3m Co | -0.2% | — | 减仓 |
| 27 | ABBV | Abbvie Inc | -0.2% | -8.98% | 减仓 |
| 28 | CL | Colgate-palmolive Co | -0.2% | -60.51% | 减仓 |
| 29 | AMGN | Amgen Inc | -0.2% | -0.30% | 减仓 |
| 30 | CVX | Chevron CORP | -0.2% | -1.62% | 减仓 |
| 31 | MRSH | Marsh & Mclennan Cos | -0.2% | +16.13% | 加仓 |
| 32 | LMT | Lockheed Martin CORP | -0.3% | -81.66% | 减仓 |
| 33 | CCOI | Cogent Communications Holdin | -0.3% | +0.84% | 加仓 |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -0.02% | 加仓 |
| 35 | HON | Honeywell International Inc | -0.3% | -25.09% | 减仓 |
| 36 | CAC | Camden National CORP | -0.4% | -81.36% | 减仓 |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.4% | -15.51% | 减仓 |
| 38 | SSD | Simpson Manufacturing Co Inc | -0.4% | -58.57% | 减仓 |
| 39 | TPL | Texas Pacific Land CORP | -0.4% | +2.21% | 加仓 |
| 40 | OKE | Oneok Inc | -0.4% | -1.65% | 加仓 |
| 41 | OTIS | Otis Worldwide CORP | -0.4% | -17.03% | 减仓 |
| 42 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | -62.86% | 减仓 |
| 43 | XOM | Exxon Mobil CORP | -0.5% | -3.04% | 减仓 |
| 44 | ACN | Accenture plc | -0.5% | +0.75% | 减仓 |
| 45 | PGR | Progressive CORP | -0.6% | -0.38% | 减仓 |
| 46 | PG | Procter & Gamble Co/the | -0.6% | -7.26% | 减仓 |
| 47 | WSO | Watsco Inc | -0.7% | -2.16% | 减仓 |
| 48 | AMRZ | Amrize Ltd | — | NEW | 新建仓 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建仓 |
| 50 | MDLZ | Mondelez International Inc-a | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Ipswich Investment Management Co., Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$4.7亿，共申报了 185 个公开持股仓位。
在 Q3 2025 季度，Ipswich Investment Management Co., Inc. 按市值排列的前三大核心持股分别为：MSFT (7.6%)、AAPL (5.2%)、GOOGL (3.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.6% 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
AMRZ
市值: US$409.1万
本季最大获利了结 / 清仓标的
MDLZ
前期市值: US$52.1万
在 Q3 2025 季度中，Ipswich Investment Management Co., Inc. 共进行了 47 项持仓异动，包含新建仓 2 个仓位、加仓 14 个仓位、减仓 30 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AMRZ。 本季清仓仓位包含 MDLZ。
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。