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: 0000810384
申报总市值
US$9.8亿
US$9.8亿
356 檔
16.8%
在 Q3 2025 申报期间，James Investment Research, Inc.（CIK: 0000810384）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$9.8亿，共持有 356 个公开申报仓位。
在 Q3 2025，James Investment Research, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 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，James Investment Research, Inc. 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 16.8%，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 356 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 | NVDA | Nvidia CORP | 股票-科技 | 4.44% | +0.09% | -3.54% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.20% | -0.24% | -1.16% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.51% | -0.03% | -1.72% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.18% | +0.35% | -4.83% | |
| 5 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.70% | -0.66% | -5.05% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.58% | -0.05% | -1.30% | |
| 7 | ENVA | Enova International Inc | 股票-金融 | 2.11% | +1.08% | +1.83% | |
| 8 | WMT | Walmart Inc | 股票-非周期性消费 | 1.95% | -0.59% | -6.03% | |
| 9 | NVMI | Nova Ltd. | 股票-其他 | 1.58% | -0.20% | -3.95% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.58% | +0.08% | -1.05% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.53% | +0.16% | -2.81% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 1.47% | +0.30% | -2.17% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.47% | -0.11% | -1.30% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.34% | -0.08% | -1.30% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.33% | -0.11% | -5.25% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.28% | +0.09% | -1.78% | |
| 17 | URI | United Rentals Inc | 股票-工业 | 1.21% | +0.36% | -0.15% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.21% | -0.24% | -0.38% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.14% | -0.11% | -1.83% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.10% | -0.03% | -6.44% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.09% | -0.11% | -4.34% | |
| 22 | JBL | Jabil Inc | 股票-科技 | 1.06% | — | -2.05% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.04% | +0.52% | -0.63% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 0.98% | -0.09% | -2.34% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.94% | -0.03% | +0.11% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.93% | +0.16% | +1.28% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.93% | +0.21% | -2.77% | |
| 28 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.90% | -0.31% | -1.43% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.88% | +0.03% | +0.15% | |
| 30 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.86% | -0.02% | -1.76% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.85% | -0.12% | -8.74% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.45% | -0.22% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.81% | -0.35% | -1.56% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.78% | -0.06% | +0.48% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.78% | +0.31% | -1.10% | |
| 36 | VLO | Valero Energy CORP | 股票-能源 | 0.75% | -0.20% | -0.91% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.74% | +0.02% | +0.36% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | -0.07% | -1.72% | |
| 39 | MHO | M/i Homes Inc | 股票-周期性消费 | 0.68% | +0.11% | +6.99% | |
| 40 | TBBK | Bancorp Inc/the | 股票-其他 | 0.67% | +0.02% | +0.64% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.65% | +0.01% | +6.84% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.03% | -1.67% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | +0.04% | +7.81% | |
| 44 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.58% | -0.13% | +1.73% | |
| 45 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.57% | -0.10% | -3.23% | |
| 46 | AEP | American Electric Power | 股票-公用事业 | 0.56% | -0.01% | +1.64% | |
| 47 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.55% | -0.01% | -4.92% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.55% | -0.03% | -3.64% | |
| 49 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.53% | -0.05% | -3.14% | |
| 50 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.52% | +0.21% | -2.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -3.54% | 减仓 |
| 2 | AVGO | Broadcom Inc | +0.6% | -2.81% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | -1.16% | 减仓 |
| 4 | EFA | Ishares Msci Eafe ETF | +0.6% | +0.11% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -4.83% | 减仓 |
| 6 | NVMI | Nova Ltd. | +0.5% | -3.95% | 加仓 |
| 7 | SHLD | Global X Defense Tech ETF | +0.3% | +1.73% | 加仓 |
| 8 | URI | United Rentals Inc | +0.3% | -0.15% | 减仓 |
| 9 | JBL | Jabil Inc | +0.3% | -2.05% | 减仓 |
| 10 | CAT | Caterpillar Inc | +0.2% | -2.17% | 减仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | -1.78% | 减仓 |
| 12 | EWG | Ishares Msci Germany ETF | +0.2% | -0.22% | 加仓 |
| 13 | SLV | Ishares Silver Trust | +0.2% | +51.53% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -1.30% | 减仓 |
| 15 | ASML | ASML Holding N.V. | +0.1% | -1.10% | 减仓 |
| 16 | AEP | American Electric Power | +0.1% | +1.64% | 加仓 |
| 17 | EVR | Evercore Inc - A | +0.1% | +20.83% | 加仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -1.30% | 减仓 |
| 19 | ETN | Eaton Corporation plc | +0.1% | +0.36% | 加仓 |
| 20 | TBBK | Bancorp Inc/the | +0.1% | +0.64% | 减仓 |
| 21 | SCHB | Schwab US Broad Market ETF | +0.1% | +15.20% | 加仓 |
| 22 | GE | General Electric | +0.1% | +37.79% | 加仓 |
| 23 | MHO | M/i Homes Inc | +0.1% | +6.99% | 加仓 |
| 24 | TJX | Tjx Companies Inc | +0.1% | -1.00% | 加仓 |
| 25 | 62C | Piper Sandler Cos | +0.1% | +1.48% | 加仓 |
| 26 | ENVA | Enova International Inc | +0.1% | +1.83% | 加仓 |
| 27 | CASY | Casey's General Stores Inc | +0.1% | -4.92% | 加仓 |
| 28 | CDNS | Cadence Design Sys Inc | +0.1% | -2.10% | 减仓 |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +1.28% | 减仓 |
| 30 | VLO | Valero Energy CORP | 0% | -0.91% | 减仓 |
| 31 | IAU | Ishares Gold Trust | 0% | -5.05% | 减仓 |
| 32 | BLK | Blackrock Inc | 0% | -2.34% | 减仓 |
| 33 | XLK | Ss Technology Select Sector | 0% | -0.63% | 减仓 |
| 34 | AMZN | Amazon.com Inc | -0.1% | -1.05% | 减仓 |
| 35 | WMT | Walmart Inc | -0.1% | -6.03% | 减仓 |
| 36 | NEE | Nextera Energy Inc | -0.2% | -2.78% | 减仓 |
| 37 | PLD | Prologis Inc | -0.2% | -47.14% | 减仓 |
| 38 | ZTS | Zoetis Inc | -0.2% | -24.56% | 减仓 |
| 39 | AAPL | Apple Inc | -0.2% | -1.72% | 减仓 |
| 40 | AVY | Avery Dennison CORP | -0.2% | -0.94% | 减仓 |
| 41 | LLY | Eli Lilly & Co | -0.3% | -2.77% | 减仓 |
| 42 | ACN | Accenture plc | -0.3% | -53.58% | 减仓 |
| 43 | AJG | Arthur J Gallagher & Co | -0.3% | -1.76% | 减仓 |
| 44 | TMUS | T-mobile US Inc | -0.3% | -1.43% | 减仓 |
| 45 | NSIT | Insight Enterprises Inc | -0.4% | -25.00% | 减仓 |
| 46 | PG | Procter & Gamble Co/the | -0.5% | -5.25% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
| 48 | EUAD | Select Stoxx Eur Aer De ETF | — | NEW | 新建仓 |
| 49 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新建仓 |
| 50 | WELL | Welltower Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，James Investment Research, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$9.8亿，共申报了 356 个公开持股仓位。
在 Q3 2025 季度，James Investment Research, Inc. 按市值排列的前三大核心持股分别为：NVDA (4.4%)、MSFT (4.2%)、AAPL (3.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.4% 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
EUAD
市值: US$234.6万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$950.9万
在 Q3 2025 季度中，James Investment Research, Inc. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 15 个仓位、减仓 31 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 EUAD。 本季清仓仓位包含 UNH。
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。