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: 0001307878
申报总市值
US$7.7亿
US$7.7亿
132 檔
10.3%
Laffer Tengler Investments, Inc. 在 Q1 2025 季度的美股仓位总计估值为 US$7.7亿，分散于 132 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Laffer Tengler Investments, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 26 个新仓位，并对 12 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Laffer Tengler Investments, Inc. 的前 5 大核心持股（包含 MSFT, AVGO, GS 等）合计占整体申报市值的 10.3%，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 | MSFT | Microsoft CORP | 股票-科技 | 4.36% | -0.34% | -4.70% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.36% | +0.22% | -1.60% | |
| 3 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.71% | +0.22% | +2.50% | |
| 4 | AXP | American Express Co | 股票-金融 | 3.51% | +0.34% | -5.17% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 3.50% | -0.55% | -2.37% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.37% | +0.06% | +2.57% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.36% | -0.02% | -7.41% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 2.81% | +0.23% | -1.42% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.63% | -0.46% | +1.04% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 2.55% | -0.26% | -4.19% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.42% | — | -13.43% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.35% | -0.13% | +6.86% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 2.21% | -0.15% | -7.19% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.12% | -0.11% | -7.45% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.11% | +0.12% | -3.52% | |
| 16 | EMR | Emerson Electric Co | 股票-工业 | 2.10% | -0.03% | -3.59% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.06% | -0.01% | -0.78% | |
| 18 | CARR | Carrier Global CORP | 股票-工业 | 1.98% | +0.21% | -5.14% | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.96% | +1.02% | +5.91% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.90% | +1.26% | +1.01% | |
| 21 | STLD | Steel Dynamics Inc | 股票-原材料 | 1.83% | -0.11% | -5.91% | |
| 22 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.83% | -0.20% | +4.47% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 1.81% | -0.16% | +5.11% | |
| 24 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.78% | -0.08% | +2.30% | |
| 25 | EOG | Eog Resources Inc | 股票-能源 | 1.76% | -0.85% | EXIT | |
| 26 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.61% | +0.18% | -3.35% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 1.56% | — | -6.02% | |
| 28 | UBER | Uber Technologies Inc | 股票-工业 | 1.46% | -0.12% | +18.45% | |
| 29 | LHX | L3harris Technologies Inc | 股票-工业 | 1.43% | -0.44% | -4.64% | |
| 30 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 1.40% | — | +17.16% | |
| 31 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.26% | — | +3.04% | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 1.20% | -0.81% | EXIT | |
| 33 | PLD | Prologis Inc | 股票-房地产 | 1.19% | -0.07% | +7.25% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.17% | -0.15% | +9.63% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.11% | -0.21% | -22.15% | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 1.08% | -0.09% | — | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | +0.71% | +14.80% | |
| 38 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 1.01% | -0.06% | +0.27% | |
| 39 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.99% | -0.08% | +0.30% | |
| 40 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 0.94% | -0.05% | -11.91% | |
| 41 | TSLA | Tesla Inc | 股票-周期性消费 | 0.88% | +0.01% | +20.03% | |
| 42 | PWR | Quanta Services Inc | 股票-工业 | 0.79% | +0.11% | -5.95% | |
| 43 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | 债券 | 0.77% | -0.06% | +17.73% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.77% | +0.46% | +2.02% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.02% | -13.43% | |
| 46 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 0.76% | -0.05% | +0.27% | |
| 47 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.67% | -0.12% | +71.44% | |
| 48 | FANG | Diamondback Energy Inc | 股票-能源 | 0.62% | -0.01% | +13.39% | |
| 49 | XYL | Xylem Inc | 股票-工业 | 0.62% | — | +0.07% | |
| 50 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 债券 | 0.61% | -0.06% | +0.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | +2.7% | -5.17% | 加仓 |
| 2 | MSFT | Microsoft CORP | +2.3% | -4.70% | 加仓 |
| 3 | WMT | Walmart Inc | +1.9% | -2.37% | 加仓 |
| 4 | CVX | Chevron CORP | +1.6% | +1.04% | 加仓 |
| 5 | AAPL | Apple Inc | +1.5% | -13.43% | 加仓 |
| 6 | STLD | Steel Dynamics Inc | +1.5% | -5.91% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +1.2% | -0.78% | 加仓 |
| 8 | HD | Home Depot Inc | +1.2% | -1.42% | 加仓 |
| 9 | MCD | Mcdonald's CORP | +1.2% | -7.45% | 加仓 |
| 10 | LHX | L3harris Technologies Inc | +1.1% | -4.64% | 加仓 |
| 11 | PANW | Palo Alto Networks Inc | +1.1% | +5.91% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.6% | +6.86% | 加仓 |
| 13 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 14 | GS | Goldman Sachs Group Inc | — | NEW | 新建仓 |
| 15 | ABBV | Abbvie Inc | — | NEW | 新建仓 |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | 新建仓 |
| 17 | RTX | Rtx CORP | — | NEW | 新建仓 |
| 18 | ORCL | Oracle CORP | — | NEW | 新建仓 |
| 19 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 20 | EMR | Emerson Electric Co | — | NEW | 新建仓 |
| 21 | CARR | Carrier Global CORP | — | NEW | 新建仓 |
| 22 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 23 | SPOT | Spotify Technology S.A. | — | NEW | 新建仓 |
| 24 | NOW | Servicenow Inc | — | NEW | 新建仓 |
| 25 | BAM | Brookfield Asset Mgmt-a | — | NEW | 新建仓 |
| 26 | EOG | Eog Resources Inc | — | NEW | 新建仓 |
| 27 | DHR 4.75 04-15-22 A债券 | Danaher CORP | — | EXIT | 清仓 |
| 28 | UBER | Uber Technologies Inc | — | NEW | 新建仓 |
| 29 | NXPI | NXP Semiconductors N.V. | — | NEW | 新建仓 |
| 30 | NRG 2.75 06-01-48债券 | Nrg Energy Inc | — | NEW | 新建仓 |
| 31 | ✓ | hannon armstrong sust infr cap | — | EXIT | 清仓 |
| 32 | MDT | Medtronic plc | — | NEW | 新建仓 |
| 33 | PLD | Prologis Inc | — | NEW | 新建仓 |
| 34 | NEE | Nextera Energy Inc | — | NEW | 新建仓 |
| 35 | COST | Costco Wholesale CORP | — | NEW | 新建仓 |
| 36 | WMB | Williams Cos Inc | — | NEW | 新建仓 |
| 37 | ✓ | Broadcom Inc | — | EXIT | 清仓 |
| 38 | NVDA | Nvidia CORP | — | NEW | 新建仓 |
| 39 | BAC 7.25 PERP L债券 | Bank Of America CORP | — | NEW | 新建仓 |
| 40 | ✓ | — | EXIT | 清仓 | |
| 41 | ✓ | Ishares 0-5 Year Investment Gr | — | EXIT | 清仓 |
| 42 | ✓ | dominion energy inc unit 06/01/22 | — | EXIT | 清仓 |
| 43 | APO 6.75 07-31-26债券 | Apollo Global Management | — | NEW | 新建仓 |
| 44 | LRCXEUR | Lam Research CORP | — | EXIT | 清仓 |
| 45 | ✓ | Western Digital CORP | — | EXIT | 清仓 |
| 46 | BSX 5.5 06-01-23 A债券 | Boston Scientific CORP | — | EXIT | 清仓 |
| 47 | TSLA | Tesla Inc | — | NEW | 新建仓 |
| 48 | ✓ | southwest airlines co | — | EXIT | 清仓 |
| 49 | ✓ | Synaptics Inc | — | EXIT | 清仓 |
| 50 | ✓ | deutsche bank ag | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Laffer Tengler Investments, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$7.7亿，共申报了 132 个公开持股仓位。
在 Q1 2025 季度，Laffer Tengler Investments, Inc. 按市值排列的前三大核心持股分别为：MSFT (4.4%)、AVGO (4.4%)、GS (3.7%)。其中最大持股仓位 MSFT 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
AVGO
市值: US$1790.2万
本季最大获利了结 / 清仓标的
DHR 4.75 04-15-22 A
前期市值: US$642.5万
在 Q1 2025 季度中，Laffer Tengler Investments, Inc. 共进行了 50 项持仓异动，包含新建仓 26 个仓位、加仓 12 个仓位、减仓 0 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 AVGO。 本季清仓仓位包含 DHR 4.75 04-15-22 A。
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。