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
21.3%
根据最新整理的 13F 季度数据集，Ipswich Investment Management Co., Inc. 于 Q4 2025 结束时的管理资产规模为 US$4.7亿。该机构在本季度申报了 185 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 28 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，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 21.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
NFLX
市值: US$243.2万
本季最大获利了结 / 清仓标的
CCOI
前期市值: US$169.7万
| # | 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 | 6.94% | -0.44% | -1.21% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.36% | +0.06% | -1.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.28% | +0.38% | -2.76% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.43% | +0.12% | +2.84% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.36% | -0.11% | -0.89% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.12% | +0.01% | -2.86% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.89% | -0.57% | -1.63% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.64% | +0.02% | +0.81% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.49% | -3.41% | EXIT | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.22% | -0.03% | -1.52% | |
| 11 | CAT | Caterpillar Inc | 股票-工业 | 2.17% | +0.89% | -1.57% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.80% | -0.12% | -1.09% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.76% | +0.34% | +0.91% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 1.73% | +0.30% | -0.37% | |
| 15 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.71% | -0.17% | -1.80% | |
| 16 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.60% | -0.33% | -0.82% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 1.54% | +0.46% | +1.36% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.49% | +1.13% | +3.20% | |
| 19 | ASML | ASML Holding N.V. | 股票-科技 | 1.49% | +0.56% | +0.28% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.35% | -0.03% | -2.02% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.34% | -0.56% | -3.73% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.33% | -0.54% | -2.62% | |
| 23 | WSO | Watsco Inc | 股票-工业 | 1.30% | +0.05% | -0.84% | |
| 24 | LIN | Linde plc | 股票-原材料 | 1.24% | -0.15% | +0.07% | |
| 25 | AMGN | Amgen Inc | 股票-医疗保健 | 1.22% | -0.15% | -2.60% | |
| 26 | CB | Chubb Limited | 股票-金融 | 1.21% | -0.13% | -5.62% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.14% | -0.05% | +0.59% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | +0.12% | +3.64% | |
| 29 | OKE | Oneok Inc | 股票-能源 | 1.09% | -0.10% | -1.83% | |
| 30 | AMRZ | Amrize Ltd | 股票-原材料 | 1.04% | -0.11% | -1.34% | |
| 31 | CCJ | Cameco CORP | 股票-能源 | 0.95% | -0.16% | -8.46% | |
| 32 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.92% | -0.16% | +199.22% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | +0.22% | -3.32% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.87% | +0.13% | -1.46% | |
| 35 | BIPC | Brookfield Infrastructure-a | 股票-公用事业 | 0.83% | -0.16% | -1.86% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | +0.03% | -8.09% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.71% | -0.16% | -2.84% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | +0.01% | — | |
| 39 | CMI | Cummins Inc | 股票-工业 | 0.61% | +0.09% | -5.45% | |
| 40 | GE | General Electric | 股票-工业 | 0.61% | +0.10% | — | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.58% | -0.07% | — | |
| 42 | LEU | Centrus Energy Corp-class A | 股票-能源 | 0.57% | -0.07% | -6.82% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | +0.03% | -0.05% | |
| 44 | NFLX | Netflix Inc | 股票-通信服务 | 0.56% | -0.18% | — | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.55% | +0.05% | -0.61% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.54% | -0.01% | — | |
| 47 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.51% | +0.09% | -0.66% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.50% | -0.05% | +0.22% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.48% | +0.01% | +5.85% | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.47% | -0.53% | EXIT |
| # | 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 | +0.8% | -2.76% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.5% | +0.91% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.3% | -1.57% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +3.64% | 加仓 |
| 5 | MRK | Merck & Co. Inc. | +0.2% | +0.59% | 加仓 |
| 6 | AAPL | Apple Inc | +0.2% | -1.61% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -1.09% | 减仓 |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +0.46% | 加仓 |
| 9 | IWV | Ishares Russell 3000 ETF | +0.1% | +2.84% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.81% | 加仓 |
| 11 | ASML | ASML Holding N.V. | +0.1% | +0.28% | 加仓 |
| 12 | AMGN | Amgen Inc | +0.1% | -2.60% | 减仓 |
| 13 | AMAT | Applied Materials Inc | +0.1% | — | 不变 |
| 14 | AMRZ | Amrize Ltd | +0.1% | -1.34% | 减仓 |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.22% | 加仓 |
| 16 | CMI | Cummins Inc | +0.1% | -5.45% | 减仓 |
| 17 | TJX | Tjx Companies Inc | +0.1% | -1.80% | 减仓 |
| 18 | BIPC | Brookfield Infrastructure-a | +0.1% | -1.86% | 减仓 |
| 19 | AMD | Advanced Micro Devices | +0.1% | — | 不变 |
| 20 | ACN | Accenture plc | +0.1% | -3.73% | 减仓 |
| 21 | BNS | Bank Of Nova Scotia | +0.1% | -0.66% | 减仓 |
| 22 | ITW | Illinois Tool Works | -0.1% | -19.54% | 减仓 |
| 23 | 6D8 | Dupont De Nemours Inc | -0.1% | — | 不变 |
| 24 | CHD | Church & Dwight Co Inc | -0.1% | -44.32% | 减仓 |
| 25 | HD | Home Depot Inc | -0.1% | -1.22% | 减仓 |
| 26 | CRSP | CRISPR Therapeutics AG | -0.1% | -0.65% | 减仓 |
| 27 | TXN | Texas Instruments Inc | -0.1% | +1.36% | 加仓 |
| 28 | CVX | Chevron CORP | -0.1% | -2.62% | 减仓 |
| 29 | TPL | Texas Pacific Land CORP | -0.1% | +199.22% | 加仓 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -1.46% | 减仓 |
| 31 | LB | Landbridge Co Llc-a | -0.1% | -17.87% | 减仓 |
| 32 | PANW | Palo Alto Networks Inc | -0.1% | +3.20% | 加仓 |
| 33 | NVDA | Nvidia CORP | -0.1% | -2.86% | 减仓 |
| 34 | ORCL | Oracle CORP | -0.1% | -2.30% | 减仓 |
| 35 | PG | Procter & Gamble Co/the | -0.1% | -2.02% | 减仓 |
| 36 | LIN | Linde plc | -0.2% | +0.07% | 加仓 |
| 37 | MRSH | Marsh & Mclennan Cos | -0.2% | -0.82% | 减仓 |
| 38 | PGR | Progressive CORP | -0.2% | -0.37% | 减仓 |
| 39 | LEU | Centrus Energy Corp-class A | -0.2% | -6.82% | 减仓 |
| 40 | WSO | Watsco Inc | -0.3% | -0.84% | 减仓 |
| 41 | COST | Costco Wholesale CORP | -0.3% | -1.63% | 减仓 |
| 42 | OTIS | Otis Worldwide CORP | -0.5% | -58.83% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.7% | -1.21% | 减仓 |
| 44 | NFLX | Netflix Inc | — | NEW | 新建仓 |
| 45 | CCOI | Cogent Communications Holdin | — | EXIT | 清仓 |
| 46 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |
| 47 | FSLR | First Solar Inc | — | NEW | 新建仓 |
| 48 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建仓 |
| 49 | CAC | Camden National CORP | — | EXIT | 清仓 |
| 50 | EFX | Equifax Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Ipswich Investment Management Co., Inc. 在 Q4 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 Q4 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 (6.9%)、AAPL (5.4%)、GOOGL (4.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.9% 的权重。
在 Q4 2025 季度中，Ipswich Investment Management Co., Inc. 共进行了 47 项持仓异动，包含新建仓 3 个仓位、加仓 12 个仓位、减仓 28 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 NFLX。 本季清仓仓位包含 CCOI。
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。
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。
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。