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
232 檔
16.3%
截至 Q3 2025 季度末，Kendall Capital Management 的美股持仓估值约为 US$6.0亿，全数申报仓位共有 232 档。
Kendall Capital Management 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 32 个全新仓位及加仓 63 档持股的同时，亦同步清仓 18 档并减仓 80 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, TMSL 等）合计占整体申报市值的 16.3%，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 232 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 | 5.51% | -4.43% | +6.70% | |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 5.03% | -0.39% | +23.60% | |
| 3 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 4.95% | +0.04% | — | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.91% | +0.04% | -2.79% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.69% | +0.03% | +7.92% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.23% | -0.04% | +0.62% | |
| 7 | AVT | Avnet Inc | 股票-科技 | 1.84% | +0.48% | +4.52% | |
| 8 | VSEC | Vse CORP | 股票-工业 | 1.77% | -0.10% | -12.91% | |
| 9 | DELL | Dell Technologies -c | 股票-科技 | 1.68% | +2.18% | +2.49% | |
| 10 | CLS | Celestica Inc | 股票-科技 | 1.65% | -0.05% | -10.35% | |
| 11 | OMC | Omnicom Group | 股票-通信服务 | 1.55% | -0.04% | +1.37% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.54% | +0.95% | -2.78% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.53% | -0.09% | -0.15% | |
| 14 | EQH | Equitable Holdings Inc | 股票-金融 | 1.42% | -0.05% | +5.24% | |
| 15 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.38% | +0.53% | +15.64% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.37% | -0.07% | -2.68% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.33% | -0.10% | — | |
| 18 | VCTR | Victory Capital Holding - A | 股票-其他 | 1.30% | +0.03% | -1.38% | |
| 19 | COR | Cencora Inc | 股票-医疗保健 | 1.29% | -0.30% | +1.22% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.27% | +0.13% | +1.66% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.12% | +0.03% | +3.75% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.07% | -0.03% | -0.29% | |
| 23 | CDW | Cdw Corp/de | 股票-科技 | 1.06% | -0.07% | +1.61% | |
| 24 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 1.05% | -0.30% | +23.45% | |
| 25 | ✓ | Csg Systems International In | 股票-其他 | 0.96% | -0.91% | EXIT | |
| 26 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 0.90% | +0.13% | +4.87% | |
| 27 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 0.88% | -0.04% | +0.04% | |
| 28 | FHI | Federated Hermes Inc | 股票-金融 | 0.87% | — | +8.04% | |
| 29 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.87% | -0.19% | -9.13% | |
| 30 | HPQ | Hp Inc | 股票-科技 | 0.84% | +0.01% | +6.29% | |
| 31 | LRN | Stride Inc | 股票-非周期性消费 | 0.82% | -0.08% | +1.76% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.81% | -0.06% | +0.96% | |
| 33 | GEN | Gen Digital Inc | 股票-科技 | 0.80% | +0.03% | +26.35% | |
| 34 | CMI | Cummins Inc | 股票-工业 | 0.79% | +0.05% | +0.73% | |
| 35 | HRB | H&r Block Inc | 股票-周期性消费 | 0.74% | -0.09% | +4.51% | |
| 36 | UNM | Unum Group | 股票-金融 | 0.72% | -0.03% | -1.29% | |
| 37 | CALM | Cal-maine Foods Inc | 股票-非周期性消费 | 0.68% | -0.08% | -1.37% | |
| 38 | ACMR | Acm Research Inc-class A | 股票-其他 | 0.68% | +0.87% | +42.02% | |
| 39 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.68% | -0.23% | -0.42% | |
| 40 | ARW | Arrow Electronics Inc | 股票-科技 | 0.67% | +0.15% | +0.66% | |
| 41 | R | Ryder System Inc | 股票-工业 | 0.64% | +0.01% | -2.37% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | +0.11% | +1.41% | |
| 43 | CMRE | Costamare Inc. | 股票-其他 | 0.64% | -0.23% | +2.27% | |
| 44 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.62% | -0.06% | +4.53% | |
| 45 | UPBD | Upbound Group Inc | 股票-其他 | 0.61% | -0.05% | +21.88% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.60% | -0.11% | +6.69% | |
| 47 | MCK | Mckesson CORP | 股票-医疗保健 | 0.57% | -0.14% | +5.36% | |
| 48 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.57% | — | -3.20% | |
| 49 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.56% | -0.10% | -1.80% | |
| 50 | URI | United Rentals Inc | 股票-工业 | 0.53% | +0.06% | -3.88% |
| # | 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 | +1.7% | +23.60% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1.2% | -2.79% | 减仓 |
| 3 | CLS | Celestica Inc | +0.8% | -10.35% | 减仓 |
| 4 | HPE | Hewlett Packard Enterprise | +0.4% | +15.64% | 加仓 |
| 5 | NXST | Nexstar Media Group Inc | +0.4% | +23.45% | 加仓 |
| 6 | ACMR | Acm Research Inc-class A | +0.4% | +42.02% | 加仓 |
| 7 | GEN | Gen Digital Inc | +0.3% | +26.35% | 加仓 |
| 8 | VUG | Vanguard Growth ETF | +0.3% | +7.92% | 加仓 |
| 9 | DELL | Dell Technologies -c | +0.3% | +2.49% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.75% | 加仓 |
| 11 | KLAC | Kla CORP | +0.2% | -2.78% | 减仓 |
| 12 | RITM | Rithm Capital CORP | +0.2% | +62.26% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.2% | +1.41% | 加仓 |
| 14 | QCOM | Qualcomm Inc | +0.2% | +14.58% | 加仓 |
| 15 | GSK | Gsk Plc-spon Adr | +0.2% | +29.45% | 加仓 |
| 16 | LDOS | Leidos Holdings Inc | +0.1% | +20.73% | 加仓 |
| 17 | ✓ | Csg Systems International In | +0.1% | +9.86% | 加仓 |
| 18 | GRBK | Green Brick Partners Inc | +0.1% | +5.48% | 加仓 |
| 19 | CMI | Cummins Inc | +0.1% | +0.73% | 加仓 |
| 20 | BWA | Borgwarner Inc | +0.1% | +2.30% | 加仓 |
| 21 | TNL | Travel + Leisure Co | +0.1% | +16.21% | 加仓 |
| 22 | EXPE | Expedia Group Inc | +0.1% | +4.53% | 加仓 |
| 23 | UGI | Ugi CORP | +0.1% | +12.84% | 加仓 |
| 24 | PR | Permian Resources Corp-cl A | +0.1% | +111.61% | 加仓 |
| 25 | MEDP | Medpace Holdings Inc | +0.1% | -5.43% | 减仓 |
| 26 | URI | United Rentals Inc | 0% | -3.88% | 减仓 |
| 27 | TPR | Tapestry Inc | 0% | -5.44% | 减仓 |
| 28 | CVSA | Covista Inc | 0% | +0.31% | 加仓 |
| 29 | FHI | Federated Hermes Inc | 0% | +8.04% | 加仓 |
| 30 | PSMT | Pricesmart Inc | 0% | +0.42% | 加仓 |
| 31 | SANM | Sanmina CORP | 0% | — | 减仓 |
| 32 | LRCX | Lam Research CORP | 0% | — | 不变 |
| 33 | UTHR | United Therapeutics CORP | 0% | -0.42% | 减仓 |
| 34 | VST | Vistra CORP | 0% | -4.10% | 减仓 |
| 35 | MSFT | Microsoft CORP | 0% | +1.15% | 加仓 |
| 36 | TBBK | Bancorp Inc/the | 0% | -4.34% | 减仓 |
| 37 | THC | Tenet Healthcare CORP | 0% | -2.66% | 减仓 |
| 38 | BHF | Brighthouse Financial Inc | 0% | +44.66% | 加仓 |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +0.68% | 加仓 |
| 40 | XLK | Ss Technology Select Sector | 0% | +12.02% | 加仓 |
| 41 | LHX | L3harris Technologies Inc | 0% | +5.44% | 加仓 |
| 42 | AN | Autonation Inc | 0% | -0.12% | 减仓 |
| 43 | TNK | Teekay Tankers Ltd. | 0% | -0.12% | 加仓 |
| 44 | UAL | United Airlines Holdings Inc | 0% | -1.38% | 减仓 |
| 45 | CRUS | Cirrus Logic Inc | — | +0.67% | 加仓 |
| 46 | IJS | Ishares S&p Small-cap 600 Va | — | +0.67% | 加仓 |
| 47 | ADEA | Adeia Inc | — | +0.32% | 加仓 |
| 48 | JPM | Jpmorgan Chase & Co | — | -8.32% | 减仓 |
| 49 | VYX | Ncr Voyix CORP | — | — | 不变 |
| 50 | THO | Thor Industries Inc | — | -6.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Kendall Capital Management 在 Q3 2025 季度的美股持仓总市值约为 US$6.0亿，共申报了 232 个公开持股仓位。
在 Q3 2025 季度，Kendall Capital Management 按市值排列的前三大核心持股分别为：SMMD (5.5%)、JIRE (5.0%)、TMSL (5.0%)。其中最大持股仓位 SMMD 占据整体投资组合约 5.5% 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
TMSL
市值: US$2196.6万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$110.4万
在 Q3 2025 季度中，Kendall Capital Management 共进行了 193 项持仓异动，包含新建仓 32 个仓位、加仓 63 个仓位、减仓 80 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 TMSL。 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。
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。