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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001307878
申报总市值
US$7.7亿
US$7.7亿
163 檔
13.0%
在 Q2 2025 的 13F 官方备案中，Laffer Tengler Investments, Inc. 管理的美股投资组合规模来到 US$7.7亿，整体持股档数为 163 档。
在 Q2 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 9 个新仓位，并对 18 个既有持股进行加仓（合计增持 27 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 AVGO, MSFT, GS 等）合计占整体申报市值的 13.0%，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 | AVGO | Broadcom Inc | 股票-科技 | 4.97% | +0.22% | -13.65% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.59% | -0.34% | -0.94% | |
| 3 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.57% | +0.22% | -7.22% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.36% | — | +87.79% | |
| 5 | AXP | American Express Co | 股票-金融 | 3.13% | +0.34% | -6.03% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.96% | -0.02% | -6.85% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 2.73% | -0.55% | -12.68% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.65% | -0.15% | -4.20% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.25% | +0.06% | -5.81% | |
| 10 | USB | US Bancorp | 股票-金融 | 2.24% | -0.08% | EXIT | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.22% | -0.01% | +16.70% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 2.17% | +0.23% | -3.87% | |
| 13 | RTX | Rtx CORP | 股票-工业 | 1.98% | -0.26% | -11.92% | |
| 14 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.92% | -0.20% | -6.14% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.91% | +1.02% | +1.70% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 1.87% | -0.16% | +0.32% | |
| 17 | LRCX | Lam Research CORP | 股票-科技 | 1.87% | +1.26% | -8.39% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.80% | +0.12% | -6.24% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.78% | -0.46% | -1.34% | |
| 20 | UBER | Uber Technologies Inc | 股票-工业 | 1.65% | -0.12% | +9.81% | |
| 21 | CARR | Carrier Global CORP | 股票-工业 | 1.59% | +0.21% | -13.12% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.50% | -0.13% | -13.14% | |
| 23 | PWR | Quanta Services Inc | 股票-工业 | 1.42% | +0.11% | +50.96% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | +0.71% | +13.17% | |
| 25 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.40% | -0.08% | -14.46% | |
| 26 | EMR | Emerson Electric Co | 股票-工业 | 1.36% | -0.03% | -33.61% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 1.30% | — | -9.91% | |
| 28 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 1.23% | — | -1.26% | |
| 29 | LHX | L3harris Technologies Inc | 股票-工业 | 1.20% | -0.44% | -12.83% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.16% | -0.11% | -26.97% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.14% | -0.21% | +22.70% | |
| 32 | EOG | Eog Resources Inc | 股票-能源 | 1.13% | -0.85% | EXIT | |
| 33 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.08% | +0.18% | -10.91% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.05% | -0.17% | +207.90% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 1.02% | +0.52% | +1214.29% | |
| 36 | STLD | Steel Dynamics Inc | 股票-原材料 | 1.01% | -0.11% | -33.16% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.89% | +0.46% | +0.26% | |
| 38 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.88% | +0.07% | — | |
| 39 | ETN | Eaton Corporation plc | 股票-工业 | 0.87% | -0.01% | — | |
| 40 | TSLA | Tesla Inc | 股票-周期性消费 | 0.87% | +0.01% | +0.19% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.80% | -0.81% | EXIT | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.78% | -0.15% | -14.29% | |
| 43 | WMB | Williams Cos Inc | 股票-能源 | 0.77% | -0.09% | -14.57% | |
| 44 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.77% | -0.06% | -2.58% | |
| 45 | PLD | Prologis Inc | 股票-房地产 | 0.76% | -0.07% | -15.57% | |
| 46 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 0.75% | -0.05% | -2.65% | |
| 47 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.75% | -0.08% | -2.65% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.70% | — | — | |
| 49 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 0.69% | -0.05% | -2.81% | |
| 50 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | 债券 | 0.68% | -0.06% | -2.59% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USB | US Bancorp | +2.1% | +2031.15% | 加仓 |
| 2 | AAPL | Apple Inc | +0.9% | +87.79% | 加仓 |
| 3 | CSCO | Cisco Systems Inc | +0.9% | +1214.29% | 加仓 |
| 4 | TJX | Tjx Companies Inc | +0.9% | NEW | 新建仓 |
| 5 | ETN | Eaton Corporation plc | +0.9% | NEW | 新建仓 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.8% | +207.90% | 加仓 |
| 7 | ACN | Accenture plc | +0.7% | NEW | 新建仓 |
| 8 | PWR | Quanta Services Inc | +0.6% | +50.96% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.6% | -13.65% | 减仓 |
| 10 | ABR 7.5 08-01-25债券 | Arbor Realty Trust Inc | +0.5% | -3.13% | 减仓 |
| 11 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | +0.5% | NEW | 新建仓 |
| 12 | NMFC 7.5 10-15-25债券 | New Mountain Finance Cor | +0.5% | -3.03% | 减仓 |
| 13 | LMT | Lockheed Martin CORP | +0.5% | +482.55% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.4% | -4.20% | 减仓 |
| 15 | FE 4 05-01-26债券 | Firstenergy CORP | +0.4% | -2.76% | 减仓 |
| 16 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | +0.4% | -2.68% | 减仓 |
| 17 | NVDA | Nvidia CORP | +0.3% | +13.17% | 加仓 |
| 18 | KKR 6.25 03-01-28 D债券 | Kkr & Co Inc | +0.3% | +124.49% | 加仓 |
| 19 | JAZZ | Jazz Pharmaceuticals plc | +0.3% | NEW | 新建仓 |
| 20 | PH | Parker Hannifin CORP | +0.3% | NEW | 新建仓 |
| 21 | VYM | Vanguard High Dvd Yield ETF | +0.3% | NEW | 新建仓 |
| 22 | MSFT | Microsoft CORP | +0.2% | -0.94% | 减仓 |
| 23 | NFLX | Netflix Inc | +0.2% | +73.91% | 加仓 |
| 24 | SCHF | Schwab Intl Equity ETF | +0.2% | NEW | 新建仓 |
| 25 | UBER | Uber Technologies Inc | +0.2% | +9.81% | 加仓 |
| 26 | WM | Waste Management Inc | +0.2% | +424.67% | 加仓 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | 新建仓 |
| 28 | AMZN | Amazon.com Inc | +0.2% | +16.70% | 加仓 |
| 29 | MCHP 7.5 03-15-28债券 | Microchip Technology Inc | +0.2% | +48.64% | 加仓 |
| 30 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.26% | 加仓 |
| 31 | SPOT | Spotify Technology S.A. | +0.1% | -6.14% | 减仓 |
| 32 | NOW | Servicenow Inc | +0.1% | +0.32% | 加仓 |
| 33 | COST | Costco Wholesale CORP | 0% | +22.70% | 加仓 |
| 34 | LRCX | Lam Research CORP | 0% | -8.39% | 减仓 |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | +1.70% | 加仓 |
| 36 | GS | Goldman Sachs Group Inc | -0.1% | -7.22% | 减仓 |
| 37 | AXP | American Express Co | -0.4% | -6.03% | 减仓 |
| 38 | JPM | Jpmorgan Chase & Co | -0.4% | -6.85% | 减仓 |
| 39 | PLD | Prologis Inc | -0.4% | -15.57% | 减仓 |
| 40 | EQIX | Equinix Inc | -0.5% | EXIT | 清仓 |
| 41 | SBUX | Starbucks CORP | -0.5% | -10.91% | 减仓 |
| 42 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | -0.6% | +37.08% | 加仓 |
| 43 | EOG | Eog Resources Inc | -0.6% | -14.39% | 减仓 |
| 44 | EMR | Emerson Electric Co | -0.7% | -33.61% | 减仓 |
| 45 | STLD | Steel Dynamics Inc | -0.8% | -33.16% | 减仓 |
| 46 | JNJ | Johnson & Johnson | -0.9% | -13.14% | 减仓 |
| 47 | CVX | Chevron CORP | -0.9% | -1.34% | 减仓 |
| 48 | MCD | Mcdonald's CORP | -1% | -26.97% | 减仓 |
| 49 | ABBV | Abbvie Inc | -1.1% | -5.81% | 减仓 |
| 50 | NXPI | NXP Semiconductors N.V. | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Laffer Tengler Investments, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$7.7亿，共申报了 163 个公开持股仓位。
在 Q2 2025 季度，Laffer Tengler Investments, Inc. 按市值排列的前三大核心持股分别为：AVGO (5.0%)、MSFT (4.6%)、GS (3.6%)。其中最大持股仓位 AVGO 占据整体投资组合约 5.0% 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
TJX
市值: US$448.6万
本季最大获利了结 / 清仓标的
NXPI
前期市值: US$515.5万
在 Q2 2025 季度中，Laffer Tengler Investments, Inc. 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 18 个仓位、减仓 21 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 TJX。 本季清仓仓位包含 NXPI。
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。