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: 0001731372
申报总市值
US$6.0亿
US$6.0亿
225 檔
12.2%
在 Q2 2025 申报期间，Kendall Capital Management（CIK: 0001731372）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$6.0亿，共持有 225 个公开申报仓位。
Kendall Capital Management 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 22 个全新仓位及加仓 59 档持股的同时，亦同步清仓 15 档并减仓 91 档标的。
在资产配置集中度方面，Kendall Capital Management 的前 5 大核心持股（包含 SMMD, JIRE, AVGO 等）合计占整体申报市值的 12.2%，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 225 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 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 5.57% | -4.43% | +2.46% | |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 4.59% | -0.39% | +37.99% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.94% | +0.04% | -1.55% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.67% | +0.03% | +5.66% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.60% | -0.04% | +5.97% | |
| 6 | AVT | Avnet Inc | 股票-科技 | 2.10% | +0.48% | +4.20% | |
| 7 | VSEC | Vse CORP | 股票-工业 | 1.88% | -0.10% | -17.42% | |
| 8 | EQH | Equitable Holdings Inc | 股票-金融 | 1.75% | -0.05% | +2.53% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.67% | -0.09% | — | |
| 10 | DELL | Dell Technologies -c | 股票-科技 | 1.67% | +2.18% | -1.24% | |
| 11 | OMC | Omnicom Group | 股票-通信服务 | 1.58% | -0.04% | +0.20% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.54% | +0.95% | -1.84% | |
| 13 | VCTR | Victory Capital Holding - A | 股票-其他 | 1.52% | +0.03% | +2.85% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.48% | -0.10% | — | |
| 15 | COR | Cencora Inc | 股票-医疗保健 | 1.43% | -0.30% | -1.53% | |
| 16 | CDW | Cdw Corp/de | 股票-科技 | 1.38% | -0.07% | -0.36% | |
| 17 | CLS | Celestica Inc | 股票-科技 | 1.37% | -0.05% | -7.07% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.32% | -0.07% | -2.27% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.27% | -0.06% | -35.60% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.18% | +0.13% | +7.44% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.17% | -0.03% | +1.76% | |
| 22 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.16% | +0.53% | +2.25% | |
| 23 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 1.11% | +0.13% | +10.73% | |
| 24 | ✓ | Csg Systems International In | 股票-其他 | 1.04% | -0.91% | EXIT | |
| 25 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 1.02% | -0.04% | +7.39% | |
| 26 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.98% | -0.19% | -13.10% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.93% | -0.06% | -1.14% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | +0.03% | +3.00% | |
| 29 | LRN | Stride Inc | 股票-非周期性消费 | 0.92% | -0.08% | +1.70% | |
| 30 | HRB | H&r Block Inc | 股票-周期性消费 | 0.91% | -0.09% | +14.01% | |
| 31 | UNM | Unum Group | 股票-金融 | 0.89% | -0.03% | -0.72% | |
| 32 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 0.87% | -0.30% | +56.36% | |
| 33 | CALM | Cal-maine Foods Inc | 股票-非周期性消费 | 0.85% | -0.08% | -1.21% | |
| 34 | HPQ | Hp Inc | 股票-科技 | 0.84% | +0.01% | +5.75% | |
| 35 | IT | Gartner Inc | 股票-科技 | 0.83% | -0.10% | +1.43% | |
| 36 | ARW | Arrow Electronics Inc | 股票-科技 | 0.82% | +0.15% | +4.38% | |
| 37 | FHI | Federated Hermes Inc | 股票-金融 | 0.81% | — | -1.07% | |
| 38 | GEN | Gen Digital Inc | 股票-科技 | 0.77% | +0.03% | +63.00% | |
| 39 | CMI | Cummins Inc | 股票-工业 | 0.71% | +0.05% | +6.63% | |
| 40 | FISV | Fiserv Inc | 股票-其他 | 0.69% | -0.08% | -1.95% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.68% | -0.11% | +17.27% | |
| 42 | R | Ryder System Inc | 股票-工业 | 0.65% | +0.01% | -1.41% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | +0.11% | +1.08% | |
| 44 | UPBD | Upbound Group Inc | 股票-其他 | 0.62% | -0.05% | +2.10% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.09% | -0.93% | |
| 46 | MCK | Mckesson CORP | 股票-医疗保健 | 0.61% | -0.14% | -0.35% | |
| 47 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.60% | — | -18.56% | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.56% | -0.10% | +1311.32% | |
| 49 | CMRE | Costamare Inc. | 股票-其他 | 0.56% | -0.23% | -8.49% | |
| 50 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.55% | -0.06% | +8.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JIRE | Jpmorgan Int Res Enh Eqty | +1.3% | +37.99% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1.2% | -1.55% | 减仓 |
| 3 | CLS | Celestica Inc | +0.5% | -7.07% | 减仓 |
| 4 | COF | Capital One Financial CORP | +0.3% | NEW | 新建仓 |
| 5 | ISCG | Ishares Morningstar Small-ca | +0.3% | NEW | 新建仓 |
| 6 | XSMO | Invesco S&p Smallcap Momentu | +0.3% | NEW | 新建仓 |
| 7 | GEN | Gen Digital Inc | +0.3% | +63.00% | 加仓 |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.3% | NEW | 新建仓 |
| 9 | VUG | Vanguard Growth ETF | +0.3% | +5.66% | 加仓 |
| 10 | DELL | Dell Technologies -c | +0.3% | -1.24% | 减仓 |
| 11 | VOE | Vanguard Mid-cap Value ETF | +0.2% | NEW | 新建仓 |
| 12 | NXST | Nexstar Media Group Inc | +0.2% | +56.36% | 加仓 |
| 13 | KLAC | Kla CORP | +0.2% | -1.84% | 减仓 |
| 14 | HPE | Hewlett Packard Enterprise | +0.2% | +2.25% | 加仓 |
| 15 | ✓ | Csg Systems International In | +0.2% | +27.67% | 加仓 |
| 16 | VVX | V2x Inc | +0.2% | NEW | 新建仓 |
| 17 | QCOM | Qualcomm Inc | +0.2% | +215.14% | 加仓 |
| 18 | NVDA | Nvidia CORP | +0.2% | +1.08% | 加仓 |
| 19 | ENVA | Enova International Inc | +0.1% | NEW | 新建仓 |
| 20 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | 新建仓 |
| 21 | ✓ | Hamilton Insurance Group LTD | +0.1% | NEW | 新建仓 |
| 22 | RITM | Rithm Capital CORP | +0.1% | +317.35% | 加仓 |
| 23 | ARW | Arrow Electronics Inc | +0.1% | +4.38% | 加仓 |
| 24 | PFE | Pfizer Inc | +0.1% | NEW | 新建仓 |
| 25 | UGI | Ugi CORP | +0.1% | +44.89% | 加仓 |
| 26 | GSK | Gsk Plc-spon Adr | +0.1% | +76.76% | 加仓 |
| 27 | LDOS | Leidos Holdings Inc | +0.1% | +93.65% | 加仓 |
| 28 | AAMI | Acadian Asset Management Inc | +0.1% | NEW | 新建仓 |
| 29 | MGA | Magna International Inc | +0.1% | NEW | 新建仓 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | -0.93% | 减仓 |
| 31 | NOMD | Nomad Foods Limited | +0.1% | +62.34% | 加仓 |
| 32 | VST | Vistra CORP | +0.1% | -9.31% | 减仓 |
| 33 | ✓ | Costamare Bulkers Holdings | +0.1% | NEW | 新建仓 |
| 34 | IVZ | Invesco Ltd. | +0.1% | NEW | 新建仓 |
| 35 | ORCL | Oracle CORP | +0.1% | NEW | 新建仓 |
| 36 | AVT | Avnet Inc | +0.1% | +4.20% | 加仓 |
| 37 | GRBK | Green Brick Partners Inc | +0.1% | +29.64% | 加仓 |
| 38 | ACMR | Acm Research Inc-class A | +0.1% | +19.48% | 加仓 |
| 39 | EVR | Evercore Inc - A | +0.1% | NEW | 新建仓 |
| 40 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建仓 |
| 41 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.00% | 加仓 |
| 42 | LRN | Stride Inc | +0.1% | +1.70% | 加仓 |
| 43 | MSFT | Microsoft CORP | +0.1% | +1.30% | 加仓 |
| 44 | VTV | Vanguard Value ETF | +0.1% | NEW | 新建仓 |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | 新建仓 |
| 46 | CSX | Csx CORP | +0.1% | NEW | 新建仓 |
| 47 | KEX | Kirby CORP | +0.1% | NEW | 新建仓 |
| 48 | TNL | Travel + Leisure Co | 0% | +10.33% | 加仓 |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +29.88% | 加仓 |
| 50 | CVSA | Covista Inc | 0% | +42.88% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Kendall Capital Management 在 Q2 2025 季度的美股持仓总市值约为 US$6.0亿，共申报了 225 个公开持股仓位。
在 Q2 2025 季度，Kendall Capital Management 按市值排列的前三大核心持股分别为：SMMD (5.6%)、JIRE (4.6%)、AVGO (3.9%)。其中最大持股仓位 SMMD 占据整体投资组合约 5.6% 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
COF
市值: US$127.1万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$110.4万
在 Q2 2025 季度中，Kendall Capital Management 共进行了 187 项持仓异动，包含新建仓 22 个仓位、加仓 59 个仓位、减仓 91 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 COF。 本季清仓仓位包含 DFSEUR。
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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