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
219 檔
12.8%
截至 Q3 2025 季度末，Kesler, Norman & Wride, LLC 的美股持仓估值约为 US$6.3亿，全数申报仓位共有 219 档。
在 Q3 2025，Kesler, Norman & Wride, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 5 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，Kesler, Norman & Wride, LLC 的前 5 大核心持股（包含 KR, AAPL, SPY 等）合计占整体申报市值的 12.8%，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 219 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 | 4.18% | -0.97% | -0.00% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.49% | +0.20% | -2.24% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.35% | +0.09% | -0.17% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.92% | -0.22% | -2.74% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.98% | -0.25% | +2.08% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.91% | +0.12% | +295.10% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | -0.03% | -2.37% | |
| 8 | BLK | Blackrock Inc | 股票-金融 | 1.67% | -0.16% | -9.14% | |
| 9 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.64% | -0.48% | -3.03% | |
| 10 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.57% | — | +20.25% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.56% | +0.08% | -4.93% | |
| 12 | COR | Cencora Inc | 股票-医疗保健 | 1.53% | -0.31% | +0.46% | |
| 13 | ICE | Intercontinental Exchange In | 股票-金融 | 1.51% | -0.42% | -2.89% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.48% | -0.11% | +266.38% | |
| 15 | ADI | Analog Devices Inc | 股票-科技 | 1.46% | +0.19% | -3.60% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.45% | -0.31% | -4.20% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.40% | -0.06% | -2.42% | |
| 18 | GD | General Dynamics CORP | 股票-工业 | 1.40% | -0.09% | +2.62% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.32% | -0.06% | -3.21% | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.32% | -0.13% | -10.49% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.29% | -0.12% | +1.77% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.29% | +0.34% | -5.15% | |
| 23 | TAX | Cambria Tax Aware ETF | ETF-其他 | 1.28% | +0.07% | +11.26% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 1.24% | +0.39% | +13.24% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.23% | -0.16% | -5.33% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.20% | +0.53% | -0.53% | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 1.19% | -0.08% | +5.84% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.19% | -0.16% | -1.62% | |
| 29 | PH | Parker Hannifin CORP | 股票-工业 | 1.18% | +0.02% | -3.74% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 1.17% | +0.03% | -4.12% | |
| 31 | LHX | L3harris Technologies Inc | 股票-工业 | 1.17% | -0.41% | -4.73% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 1.16% | -0.28% | +1.54% | |
| 33 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.12% | -0.19% | -4.53% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.11% | -0.07% | -1.89% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.07% | -0.12% | -2.07% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 1.03% | +0.02% | -2.37% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.14% | -3.13% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | +0.24% | -2.66% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.93% | -0.19% | -0.26% | |
| 40 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.91% | -0.14% | -5.90% | |
| 41 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-其他 | 0.89% | +0.06% | -2.48% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 0.89% | -0.04% | +323.45% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.08% | -3.37% | |
| 44 | KEY | Keycorp | 股票-金融 | 0.87% | — | — | |
| 45 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.86% | +0.05% | +0.69% | |
| 46 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.83% | -0.08% | +6.06% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.74% | +0.03% | NEW | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.33% | -13.39% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.05% | -17.24% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.27% | -8.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -2.24% | 减仓 |
| 2 | AVGO | Broadcom Inc | +0.4% | -4.93% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.4% | -2.74% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | -2.37% | 减仓 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.17% | 减仓 |
| 6 | FIW | First Trust Water ETF | +0.2% | +196.12% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.66% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +232.83% | 加仓 |
| 9 | TSLA | Tesla Inc | +0.2% | +90.53% | 加仓 |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | -5.15% | 减仓 |
| 11 | ACN | Accenture plc | +0.2% | -4.20% | 减仓 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.69% | 加仓 |
| 13 | TAX | Cambria Tax Aware ETF | +0.2% | +11.26% | 加仓 |
| 14 | LMT | Lockheed Martin CORP | +0.2% | +1.54% | 加仓 |
| 15 | EMR | Emerson Electric Co | +0.1% | -2.37% | 减仓 |
| 16 | UPS | United Parcel Service-cl B | +0.1% | +1376.42% | 加仓 |
| 17 | SYLD | Cambria Shareholder Yield Et | +0.1% | +6.06% | 加仓 |
| 18 | V | Visa Inc-class A Shares | -0.1% | -3.37% | 减仓 |
| 19 | KKR | Kkr & Co Inc | -0.1% | -64.83% | 减仓 |
| 20 | UNH | Unitedhealth Group Inc | -0.1% | +295.10% | 减仓 |
| 21 | XOM | Exxon Mobil CORP | -0.1% | -8.85% | 减仓 |
| 22 | RTX | Rtx CORP | -0.1% | -25.57% | 减仓 |
| 23 | FFIV | F5 Inc | -0.1% | -60.96% | 减仓 |
| 24 | AMGN | Amgen Inc | -0.1% | +5.84% | 加仓 |
| 25 | MDT | Medtronic plc | -0.1% | +323.45% | 减仓 |
| 26 | JPM | Jpmorgan Chase & Co | -0.1% | -17.24% | 减仓 |
| 27 | LLY | Eli Lilly & Co | -0.1% | -13.39% | 减仓 |
| 28 | MS | Morgan Stanley | -0.1% | -48.64% | 减仓 |
| 29 | CB | Chubb Limited | -0.1% | -2.42% | 减仓 |
| 30 | FLOT | Ishares Floating Rate Bond E | -0.2% | -10.49% | 减仓 |
| 31 | ABT | Abbott Laboratories | -0.2% | -1.62% | 减仓 |
| 32 | PLTR | Palantir Technologies Inc-a | -0.2% | -42.14% | 减仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -19.13% | 减仓 |
| 34 | ICE | Intercontinental Exchange In | -0.2% | -2.89% | 减仓 |
| 35 | JNJ | Johnson & Johnson | -0.3% | +266.38% | 减仓 |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.3% | -46.08% | 减仓 |
| 37 | KR | Kroger Co | -0.3% | -0.00% | 减仓 |
| 38 | COR | Cencora Inc | -0.3% | +0.46% | 减仓 |
| 39 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.6% | +20.25% | 减仓 |
| 40 | TTD | Trade Desk Inc/the -class A | — | NEW | 新建仓 |
| 41 | PANW | Palo Alto Networks Inc | — | NEW | 新建仓 |
| 42 | YELP | Yelp Inc | — | EXIT | 清仓 |
| 43 | TJX | Tjx Companies Inc | — | EXIT | 清仓 |
| 44 | GS | Goldman Sachs Group Inc | — | NEW | 新建仓 |
| 45 | CDNS | Cadence Design Sys Inc | — | EXIT | 清仓 |
| 46 | APO | Apollo Global Management Inc | — | EXIT | 清仓 |
| 47 | APP | Applovin Corp-class A | — | EXIT | 清仓 |
| 48 | T86 | Tri Pointe Homes Inc | — | NEW | 新建仓 |
| 49 | CI | THE Cigna Group | — | NEW | 新建仓 |
| 50 | UBER | Uber Technologies Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Kesler, Norman & Wride, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$6.3亿，共申报了 219 个公开持股仓位。
在 Q3 2025 季度，Kesler, Norman & Wride, LLC 按市值排列的前三大核心持股分别为：KR (4.2%)、AAPL (3.5%)、SPY (3.4%)。其中最大持股仓位 KR 占据整体投资组合约 4.2% 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。
本季最大新建仓标的
TTD
市值: US$125.2万
本季最大获利了结 / 清仓标的
YELP
前期市值: US$95.6万
在 Q3 2025 季度中，Kesler, Norman & Wride, LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 10 个仓位、减仓 29 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 TTD。 本季清仓仓位包含 YELP。
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。