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
162 檔
15.0%
截至 Q3 2025 季度末，Laffer Tengler Investments, Inc. 的美股持仓估值约为 US$7.7亿，全数申报仓位共有 162 档。
在 Q3 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 11 个新仓位，并对 28 个既有持股进行加仓（合计增持 39 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 15.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
TJX
市值: US$755.6万
本季最大获利了结 / 清仓标的
NXPI
前期市值: US$515.5万
| # | 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 | 4.31% | +0.22% | -10.56% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.24% | -0.34% | +9.33% | |
| 3 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.71% | +0.22% | +13.74% | |
| 4 | AXP | American Express Co | 股票-金融 | 3.03% | +0.34% | +14.56% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.00% | -0.02% | +14.71% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.81% | — | -16.85% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 2.74% | -0.55% | +17.38% | |
| 8 | LRCX | Lam Research CORP | 股票-科技 | 2.47% | +1.26% | +18.40% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.39% | +0.06% | +4.61% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.36% | +0.12% | +17.14% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 2.27% | +0.23% | +16.90% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.20% | -0.15% | -20.49% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.89% | -0.01% | +4.59% | |
| 14 | RTX | Rtx CORP | 股票-工业 | 1.79% | -0.26% | -2.64% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.73% | +1.02% | +11.81% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.65% | -0.46% | +5.36% | |
| 17 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.62% | -0.20% | +13.98% | |
| 18 | PWR | Quanta Services Inc | 股票-工业 | 1.58% | +0.11% | +24.78% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 1.55% | -0.16% | +14.13% | |
| 20 | UBER | Uber Technologies Inc | 股票-工业 | 1.51% | -0.12% | +7.29% | |
| 21 | LHX | L3harris Technologies Inc | 股票-工业 | 1.44% | -0.44% | +21.24% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | +0.71% | +2.97% | |
| 23 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.35% | -0.08% | +16.11% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 1.29% | -0.03% | +18.56% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | -0.13% | -13.91% | |
| 26 | CARR | Carrier Global CORP | 股票-工业 | 1.26% | +0.21% | +20.31% | |
| 27 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.20% | +0.07% | +43.91% | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.12% | +0.18% | +39.08% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.12% | -0.11% | +14.51% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 1.10% | +0.52% | +34.93% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.08% | — | +15.54% | |
| 32 | STLD | Steel Dynamics Inc | 股票-原材料 | 1.06% | -0.11% | +19.65% | |
| 33 | TSLA | Tesla Inc | 股票-周期性消费 | 1.06% | +0.01% | +7.21% | |
| 34 | EOG | Eog Resources Inc | 股票-能源 | 1.01% | -0.85% | EXIT | |
| 35 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.87% | +0.07% | — | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.85% | +0.46% | +21.81% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 0.85% | -0.81% | EXIT | |
| 38 | PLD | Prologis Inc | 股票-房地产 | 0.81% | -0.07% | +20.73% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.81% | -0.15% | +16.68% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | -0.21% | -7.61% | |
| 41 | WMB | Williams Cos Inc | 股票-能源 | 0.76% | -0.09% | +19.74% | |
| 42 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.75% | -0.12% | +118.31% | |
| 43 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.67% | -0.06% | +0.34% | |
| 44 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 0.66% | +0.33% | +23.77% | |
| 45 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.65% | -0.08% | +0.30% | |
| 46 | DE | Deere & Co | 股票-工业 | 0.64% | +0.02% | — | |
| 47 | LITE 0.5 12-15-26债券 | Lumentum Holdings Inc | 债券 | 0.59% | — | +898.20% | |
| 48 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 0.57% | -0.05% | -0.06% | |
| 49 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 0.57% | -0.05% | +0.06% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | -0.02% | +16.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +1% | +34.93% | 加仓 |
| 2 | PWR | Quanta Services Inc | +0.9% | +24.78% | 加仓 |
| 3 | LRCX | Lam Research CORP | +0.8% | +18.40% | 加仓 |
| 4 | AAPL | Apple Inc | +0.7% | -16.85% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +17.14% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.5% | -10.56% | 减仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.5% | +13.74% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.5% | +2.97% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.4% | +9.33% | 加仓 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | -51.61% | 加仓 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +143.34% | 加仓 |
| 12 | TSLA | Tesla Inc | +0.3% | +7.21% | 加仓 |
| 13 | NFLX | Netflix Inc | +0.3% | +54.13% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.3% | -20.49% | 减仓 |
| 15 | MCHP 7.5 03-15-28债券 | Microchip Technology Inc | +0.2% | +47.83% | 加仓 |
| 16 | EQT | Eqt CORP | +0.2% | +78.24% | 加仓 |
| 17 | UBER | Uber Technologies Inc | +0.2% | +7.29% | 加仓 |
| 18 | LHX | L3harris Technologies Inc | +0.2% | +21.24% | 加仓 |
| 19 | KKR 6.25 03-01-28 D债券 | Kkr & Co Inc | +0.2% | +0.23% | 加仓 |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +21.81% | 加仓 |
| 21 | VRIG | Invesco Variable Rate Invest | +0.2% | +118.31% | 加仓 |
| 22 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.1% | +23.77% | 加仓 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +4.59% | 加仓 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +14.71% | 加仓 |
| 25 | PANW | Palo Alto Networks Inc | 0% | +11.81% | 加仓 |
| 26 | SPOT | Spotify Technology S.A. | 0% | +13.98% | 加仓 |
| 27 | AXP | American Express Co | 0% | +14.56% | 加仓 |
| 28 | NOW | Servicenow Inc | 0% | +14.13% | 加仓 |
| 29 | HD | Home Depot Inc | -0.2% | +16.90% | 加仓 |
| 30 | WMT | Walmart Inc | -0.3% | +17.38% | 加仓 |
| 31 | CMG | Chipotle Mexican Grill Inc | -0.7% | -25.93% | 减仓 |
| 32 | TJX | Tjx Companies Inc | — | NEW | 新建仓 |
| 33 | DHI | Dr Horton Inc | — | NEW | 新建仓 |
| 34 | NXPI | NXP Semiconductors N.V. | — | EXIT | 清仓 |
| 35 | NRG 2.75 06-01-48债券 | Nrg Energy Inc | — | EXIT | 清仓 |
| 36 | DE | Deere & Co | — | NEW | 新建仓 |
| 37 | ETN | Eaton Corporation plc | — | NEW | 新建仓 |
| 38 | BKNG 0.75 05-01-25债券 | Booking Holdings Inc | — | EXIT | 清仓 |
| 39 | SO 4.5 06-15-27债券 | Southern Co | — | NEW | 新建仓 |
| 40 | IVW | Ishares S&p 500 Growth ETF | — | NEW | 新建仓 |
| 41 | SO 3.875 12-15-25债券 | Southern Co | — | EXIT | 清仓 |
| 42 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | — | NEW | 新建仓 |
| 43 | ABR 7.5 08-01-25债券 | Arbor Realty Trust Inc | — | EXIT | 清仓 |
| 44 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | — | NEW | 新建仓 |
| 45 | SHW | Sherwin-williams Co/the | — | NEW | 新建仓 |
| 46 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | — | NEW | 新建仓 |
| 47 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | 清仓 |
| 48 | EQIX | Equinix Inc | — | EXIT | 清仓 |
| 49 | IVE | Ishares S&p 500 Value ETF | — | NEW | 新建仓 |
| 50 | PSN 0.25 08-15-25债券 | Parsons CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Laffer Tengler Investments, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$7.7亿，共申报了 162 个公开持股仓位。
在 Q3 2025 季度，Laffer Tengler Investments, Inc. 按市值排列的前三大核心持股分别为：AVGO (4.3%)、MSFT (4.2%)、GS (3.7%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.3% 的权重。
在 Q3 2025 季度中，Laffer Tengler Investments, Inc. 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 28 个仓位、减仓 3 个仓位以及清仓 8 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。
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。
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。