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: 0000920441
申报总市值
US$4.7亿
US$4.7亿
127 檔
29.8%
Q4 2025 季度申报显示，Kelly Lawrence W & Associates Inc/ca 披露的美股组合总市值为 US$4.7亿，涵盖 127 个不同之权益投资仓位。
在 Q4 2025，Kelly Lawrence W & Associates Inc/ca 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 33 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，Kelly Lawrence W & Associates Inc/ca 的前 5 大核心持股（包含 GOOGL, AAPL, AMD 等）合计占整体申报市值的 29.8%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.21% | -0.44% | -3.78% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.83% | -1.02% | -0.09% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 7.20% | +6.39% | -16.94% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.13% | -1.95% | -0.65% | |
| 5 | COF | Capital One Financial CORP | 股票-金融 | 4.58% | -0.56% | -0.64% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.75% | -0.46% | -1.03% | |
| 7 | ICE | Intercontinental Exchange In | 股票-金融 | 3.65% | -1.52% | -0.42% | |
| 8 | BR | Broadridge Financial Solutio | 股票-科技 | 3.32% | -0.92% | -0.75% | |
| 9 | GNRC | Generac Holdings Inc | 股票-工业 | 3.24% | +0.49% | -0.22% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.16% | -0.36% | +0.72% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 3.10% | +0.49% | -0.36% | |
| 12 | ROP | Roper Technologies Inc | 股票-科技 | 3.03% | -0.69% | -0.37% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 2.93% | — | -0.69% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.83% | -0.21% | -3.41% | |
| 15 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 2.78% | +0.53% | +0.21% | |
| 16 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 2.66% | — | -0.23% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.57% | -0.67% | — | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 2.26% | — | +44.05% | |
| 19 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.25% | -0.52% | -0.11% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.17% | -0.82% | -0.65% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 1.82% | +0.80% | -12.78% | |
| 22 | CSGP | Costar Group Inc | 股票-房地产 | 1.74% | — | -10.79% | |
| 23 | RGEN | Repligen CORP | 股票-医疗保健 | 1.64% | -0.05% | — | |
| 24 | WWD | Woodward Inc | 股票-工业 | 1.28% | -0.26% | -2.42% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.27% | -0.25% | — | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.09% | -0.07% | -1.37% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.13% | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | -0.17% | — | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.78% | -0.23% | +1.89% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.15% | -5.87% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.73% | -0.42% | — | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.11% | -1.22% | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.50% | -0.06% | -0.22% | |
| 34 | RITM V0 PERP B债券 | Rithm Capital CORP | 债券 | 0.41% | -0.09% | — | |
| 35 | HXL | Hexcel CORP | 股票-工业 | 0.39% | -0.05% | — | |
| 36 | ALB 7.25 03-01-27债券 | Albemarle CORP | 债券 | 0.36% | -0.15% | +76.63% | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.36% | -0.10% | — | |
| 38 | BWEL | Boswell (jg) Co | 股票-其他 | 0.35% | -0.10% | -10.07% | |
| 39 | VRSN | Verisign Inc | 股票-科技 | 0.30% | -0.07% | — | |
| 40 | T 5 PERP A债券 | At&t Inc | 债券 | 0.29% | +0.01% | — | |
| 41 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.26% | -0.06% | — | |
| 42 | COF 5 PERP I债券 | Capital One Financial Co | 债券 | 0.25% | +0.01% | +25.41% | |
| 43 | RITM V7 PERP D债券 | Rithm Capital CORP | 债券 | 0.24% | -0.04% | +26.60% | |
| 44 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.22% | -0.11% | — | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.22% | -0.02% | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.21% | -0.34% | EXIT | |
| 47 | WMT | Walmart Inc | 股票-非周期性消费 | 0.20% | -0.09% | — | |
| 48 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.19% | -0.07% | — | |
| 49 | AGNC V0 PERP E债券 | Agnc Investment CORP | 债券 | 0.19% | -0.04% | -1.60% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.18% | -0.06% | — |
| # | 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 | +1.8% | -3.78% | 减仓 |
| 2 | AMD | Advanced Micro Devices | +0.7% | -16.94% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | -3.41% | 减仓 |
| 4 | COF | Capital One Financial CORP | +0.6% | -0.64% | 减仓 |
| 5 | AAPL | Apple Inc | +0.5% | -0.09% | 减仓 |
| 6 | DHR | Danaher CORP | +0.4% | -0.69% | 减仓 |
| 7 | RGEN | Repligen CORP | +0.3% | — | 不变 |
| 8 | JNJ | Johnson & Johnson | +0.3% | — | 不变 |
| 9 | ALB 7.25 03-01-27债券 | Albemarle CORP | +0.2% | +76.63% | 加仓 |
| 10 | WWD | Woodward Inc | +0.2% | -2.42% | 减仓 |
| 11 | AMZN | Amazon.com Inc | +0.2% | +0.72% | 加仓 |
| 12 | AMAT | Applied Materials Inc | +0.2% | -12.78% | 减仓 |
| 13 | ICLR | ICON Public Limited Company | +0.1% | -0.23% | 减仓 |
| 14 | CRM | Salesforce Inc | +0.1% | +1.89% | 加仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | — | 不变 |
| 16 | V | Visa Inc-class A Shares | +0.1% | -1.03% | 减仓 |
| 17 | ALB | Albemarle CORP | +0.1% | — | 不变 |
| 18 | HXL | Hexcel CORP | +0.1% | — | 不变 |
| 19 | RITM V7 PERP D债券 | Rithm Capital CORP | +0.1% | +26.60% | 加仓 |
| 20 | COF 5 PERP I债券 | Capital One Financial Co | 0% | +25.41% | 加仓 |
| 21 | PEP | Pepsico Inc | 0% | -0.65% | 减仓 |
| 22 | LITE | Lumentum Holdings Inc | 0% | -26.61% | 减仓 |
| 23 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 24 | EW | Edwards Lifesciences CORP | 0% | — | 不变 |
| 25 | GILD | Gilead Sciences Inc | 0% | — | 不变 |
| 26 | SCHW | Schwab (charles) CORP | 0% | — | 不变 |
| 27 | AMGN | Amgen Inc | 0% | — | 不变 |
| 28 | NEE | Nextera Energy Inc | 0% | +6.19% | 加仓 |
| 29 | WMT | Walmart Inc | 0% | — | 不变 |
| 30 | LLY | Eli Lilly & Co | 0% | -8.10% | 减仓 |
| 31 | REGN | Regeneron Pharmaceuticals | 0% | — | 不变 |
| 32 | AVY | Avery Dennison CORP | 0% | — | 不变 |
| 33 | TMO | Thermo Fisher Scientific Inc | 0% | — | 不变 |
| 34 | IBM | Intl Business Machines CORP | 0% | — | 不变 |
| 35 | WFC | Wells Fargo & Co | 0% | — | 不变 |
| 36 | BAC | Bank Of America CORP | 0% | — | 不变 |
| 37 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -1.22% | 减仓 |
| 39 | MAT | Mattel Inc | 0% | — | 不变 |
| 40 | MCK | Mckesson CORP | 0% | — | 不变 |
| 41 | RITM V0 PERP B债券 | Rithm Capital CORP | 0% | — | 不变 |
| 42 | VRTX | Vertex Pharmaceuticals Inc | — | — | 不变 |
| 43 | ABBV | Abbvie Inc | — | -0.22% | 减仓 |
| 44 | HON | Honeywell International Inc | — | — | 不变 |
| 45 | STT | State Street CORP | — | — | 不变 |
| 46 | VZ | Verizon Communications Inc | — | — | 不变 |
| 47 | AIR | Aar CORP | — | — | 不变 |
| 48 | ✓ | — | — | 不变 | |
| 49 | AEP | American Electric Power Company, Inc. | — | — | 不变 |
| 50 | EXK | Exact Sciences CORP | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Kelly Lawrence W & Associates Inc/ca 在 Q4 2025 季度的美股持仓总市值约为 US$4.7亿，共申报了 127 个公开持股仓位。
在 Q4 2025 季度，Kelly Lawrence W & Associates Inc/ca 按市值排列的前三大核心持股分别为：GOOGL (9.2%)、AAPL (7.8%)、AMD (7.2%)。其中最大持股仓位 GOOGL 占据整体投资组合约 9.2% 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。
本季最大获利了结 / 清仓标的
PSX
前期市值: US$23.9万
在 Q4 2025 季度中，Kelly Lawrence W & Associates Inc/ca 共进行了 74 项持仓异动，包含新建仓 0 个仓位、加仓 8 个仓位、减仓 33 个仓位以及清仓 33 个仓位。 本季清仓仓位包含 PSX。
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。