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: 0001840455
申报总市值
US$6.3亿
US$6.3亿
222 檔
13.8%
在 Q2 2025 申报期间，Kesler, Norman & Wride, LLC（CIK: 0001840455）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$6.3亿，共持有 222 个公开申报仓位。
在 Q2 2025，Kesler, Norman & Wride, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 27 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Kesler, Norman & Wride, LLC 的前 5 大核心持股（包含 KR, MSFT, SPY 等）合计占整体申报市值的 13.8%，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 222 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 | KR | Kroger Co | 股票-非周期性消费 | 4.43% | -0.97% | +0.00% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.20% | -0.22% | +0.74% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.20% | +0.09% | -1.11% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.65% | +0.20% | +1.50% | |
| 5 | NFLX | Netflix Inc | 股票-通信服务 | 2.01% | -0.48% | +169.47% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.89% | -0.25% | -0.31% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | -0.03% | -2.39% | |
| 8 | COR | Cencora Inc | 股票-医疗保健 | 1.84% | -0.31% | -0.85% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.76% | +0.08% | +0.79% | |
| 10 | ICE | Intercontinental Exchange In | 股票-金融 | 1.73% | -0.42% | -0.67% | |
| 11 | BLK | Blackrock Inc | 股票-金融 | 1.70% | -0.16% | +2.90% | |
| 12 | ADI | Analog Devices Inc | 股票-科技 | 1.54% | +0.19% | +1.43% | |
| 13 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.37% | -0.48% | +1.32% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.37% | -0.06% | +0.22% | |
| 15 | GD | General Dynamics CORP | 股票-工业 | 1.36% | -0.09% | +0.06% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.33% | -0.13% | -2.62% | |
| 17 | LHX | L3harris Technologies Inc | 股票-工业 | 1.33% | -0.41% | +0.76% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.31% | -0.16% | -0.06% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.31% | +0.34% | +2.66% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.28% | +0.53% | +0.76% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.23% | -0.12% | +1.11% | |
| 22 | SYK | Stryker CORP | 股票-医疗保健 | 1.22% | -0.12% | +101.19% | |
| 23 | PH | Parker Hannifin CORP | 股票-工业 | 1.22% | +0.02% | +0.70% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 1.20% | -0.15% | +215.84% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.19% | — | -41.44% | |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.18% | -0.16% | +0.62% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | -0.06% | +0.79% | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.16% | -0.31% | +1.73% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 1.12% | +0.03% | +1.23% | |
| 30 | TAX | Cambria Tax Aware ETF | ETF-其他 | 1.11% | +0.07% | -6.24% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | -0.14% | +0.72% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 1.10% | +0.39% | -14.43% | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 1.09% | -0.08% | +0.46% | |
| 34 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.09% | -0.19% | +0.76% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 1.02% | +0.02% | +2.08% | |
| 36 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.00% | -0.07% | +1.90% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.99% | -0.28% | +1.35% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.96% | -0.12% | +1.28% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | +0.08% | +1.00% | |
| 40 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-其他 | 0.91% | +0.06% | -3.04% | |
| 41 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.88% | -0.14% | -0.66% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.05% | +2.13% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.88% | -0.19% | +1.74% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | +0.24% | +2.91% | |
| 45 | KEY | Keycorp | 股票-金融 | 0.80% | — | — | |
| 46 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.77% | +0.05% | +3.24% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | +0.33% | +4.85% | |
| 48 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.74% | -0.26% | +385.39% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | -0.02% | +0.22% | |
| 50 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.68% | -0.08% | -0.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.5% | +169.47% | 加仓 |
| 2 | WMT | Walmart Inc | +0.8% | +215.84% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | +0.74% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.6% | +0.79% | 加仓 |
| 5 | SYK | Stryker CORP | +0.6% | +101.19% | 加仓 |
| 6 | ZTS | Zoetis Inc | +0.6% | +385.39% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.5% | -2.39% | 减仓 |
| 8 | VRSN | Verisign Inc | +0.2% | NEW | 新建仓 |
| 9 | VGT | Vanguard Info Tech ETF | +0.2% | +2.66% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +0.72% | 加仓 |
| 11 | BITB | Bitwise Bitcoin ETF | +0.2% | NEW | 新建仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | -5.41% | 减仓 |
| 13 | ADI | Analog Devices Inc | +0.2% | +1.43% | 加仓 |
| 14 | APH | Amphenol Corp-cl A | +0.2% | +6.27% | 加仓 |
| 15 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | 新建仓 |
| 16 | LHX | L3harris Technologies Inc | +0.2% | +0.76% | 加仓 |
| 17 | ANET | Arista Networks Inc | +0.2% | +21.85% | 加仓 |
| 18 | NEU | Newmarket CORP | +0.1% | NEW | 新建仓 |
| 19 | HIG | Hartford Insurance Group Inc | +0.1% | NEW | 新建仓 |
| 20 | CAH | Cardinal Health Inc | +0.1% | NEW | 新建仓 |
| 21 | EMR | Emerson Electric Co | +0.1% | +2.08% | 加仓 |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +318.84% | 加仓 |
| 23 | IWV | Ishares Russell 3000 ETF | +0.1% | NEW | 新建仓 |
| 24 | AMD | Advanced Micro Devices | +0.1% | +9.03% | 加仓 |
| 25 | EBAY | Ebay Inc | +0.1% | NEW | 新建仓 |
| 26 | BLK | Blackrock Inc | +0.1% | +2.90% | 加仓 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +2.13% | 加仓 |
| 28 | PH | Parker Hannifin CORP | +0.1% | +0.70% | 加仓 |
| 29 | IYZ | Ishares US Telecommunication | +0.1% | +114.61% | 加仓 |
| 30 | NOW | Servicenow Inc | +0.1% | +15.28% | 加仓 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +0.76% | 加仓 |
| 32 | IWLG | Nyli Winslow Lrg Cap Grw ETF | +0.1% | -3.04% | 减仓 |
| 33 | AMZN | Amazon.com Inc | +0.1% | +3.24% | 加仓 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.11% | 减仓 |
| 35 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.91% | 加仓 |
| 36 | COR | Cencora Inc | 0% | -0.85% | 减仓 |
| 37 | GD | General Dynamics CORP | 0% | +0.06% | 加仓 |
| 38 | ICE | Intercontinental Exchange In | 0% | -0.67% | 减仓 |
| 39 | KR | Kroger Co | -0.1% | +0.00% | 加仓 |
| 40 | IYF | Ishares US Financials ETF | -0.1% | -57.28% | 减仓 |
| 41 | SEM | Select Medical Holdings CORP | -0.1% | EXIT | 清仓 |
| 42 | MTX | Minerals Technologies Inc | -0.1% | EXIT | 清仓 |
| 43 | 62C | Piper Sandler Cos | -0.1% | EXIT | 清仓 |
| 44 | AMGN | Amgen Inc | -0.2% | +0.46% | 加仓 |
| 45 | AAPL | Apple Inc | -0.4% | +1.50% | 加仓 |
| 46 | UPS | United Parcel Service-cl B | -0.6% | -93.14% | 减仓 |
| 47 | MDT | Medtronic plc | -0.8% | -77.07% | 减仓 |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | -1% | -41.44% | 减仓 |
| 49 | JNJ | Johnson & Johnson | -1.4% | -74.36% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -1.7% | -75.88% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Kesler, Norman & Wride, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$6.3亿，共申报了 222 个公开持股仓位。
在 Q2 2025 季度，Kesler, Norman & Wride, LLC 按市值排列的前三大核心持股分别为：KR (4.4%)、MSFT (3.2%)、SPY (3.2%)。其中最大持股仓位 KR 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
VRSN
市值: US$116.2万
本季最大获利了结 / 清仓标的
SEM
前期市值: US$75.8万
在 Q2 2025 季度中，Kesler, Norman & Wride, LLC 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 27 个仓位、减仓 12 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 VRSN。 本季清仓仓位包含 SEM。
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。