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: 0000939219
申报总市值
US$17.3亿
US$17.3亿
223 檔
24.4%
Lee Danner & Bass Inc 在 Q2 2025 季度的美股仓位总计估值为 US$17.3亿，分散于 223 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Lee Danner & Bass Inc 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 0 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，Lee Danner & Bass Inc 的前 5 大核心持股（包含 HCA, BRK-B, MSFT 等）合计占整体申报市值的 24.4%，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 223 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 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 11.83% | -2.75% | -0.88% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.81% | -0.48% | -0.84% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.17% | -0.76% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.71% | +0.10% | -4.20% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.90% | +0.37% | -0.82% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.69% | +0.10% | +2.40% | |
| 7 | ACN | Accenture plc | 股票-科技 | 2.55% | -0.50% | -4.35% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.04% | +0.18% | -0.34% | |
| 9 | URI | United Rentals Inc | 股票-工业 | 1.92% | +0.61% | -0.05% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.79% | +0.05% | +0.97% | |
| 11 | PNW | Pinnacle West Capital Corporation | 股票-公用事业 | 1.68% | — | -0.25% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 1.61% | -0.16% | -0.54% | |
| 13 | FISV | Fiserv Inc | 股票-其他 | 1.42% | -0.06% | +23.53% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -1.61% | EXIT | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | -0.08% | -5.29% | |
| 16 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.25% | -0.15% | +0.35% | |
| 17 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.20% | -0.86% | -0.20% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.18% | -0.06% | +1.57% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 1.16% | +0.47% | -0.22% | |
| 20 | FDX | Fedex CORP | 股票-工业 | 1.13% | -0.26% | -0.76% | |
| 21 | L | Loews CORP | 股票-金融 | 1.13% | -0.16% | -1.28% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.07% | -4.31% | |
| 23 | SYY | Sysco CORP | 股票-非周期性消费 | 1.10% | +0.06% | +0.87% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.06% | -0.05% | -2.37% | |
| 25 | RSG | Republic Services Inc | 股票-工业 | 1.05% | -0.09% | -3.96% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.03% | -0.06% | -0.15% | |
| 27 | PM | Philip Morris International | 股票-非周期性消费 | 0.98% | — | -2.06% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.97% | -0.17% | -1.40% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | +0.09% | +0.23% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 0.82% | -0.02% | +0.63% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.79% | +0.01% | -0.33% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.76% | +0.01% | +0.45% | |
| 33 | CXW | Corecivic Inc | 股票-其他 | 0.73% | +1.18% | -0.85% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.03% | +7.54% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.60% | -0.56% | EXIT | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.01% | -6.24% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.58% | -0.02% | -3.88% | |
| 38 | CMP | Compass Minerals Internation | 股票-其他 | 0.53% | +0.15% | -1.45% | |
| 39 | BN | Brookfield CORP | 股票-金融 | 0.53% | -0.01% | -4.75% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.50% | -0.03% | -0.35% | |
| 41 | GEO | Geo Group Inc/the | 股票-其他 | 0.49% | +0.45% | — | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.49% | -0.01% | -0.63% | |
| 43 | RF | Regions Financial CORP | 股票-金融 | 0.47% | +0.03% | -0.44% | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.47% | — | +2.29% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.46% | +0.14% | +65.86% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.14% | -2.68% | |
| 47 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.44% | -0.05% | — | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.44% | +0.05% | -0.91% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.43% | +1.19% | +3.32% | |
| 50 | MMM | 3m Co | 股票-工业 | 0.43% | — | -0.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.76% | 减仓 |
| 2 | HCA | Hca Healthcare Inc | +0.6% | -0.88% | 减仓 |
| 3 | CRM | Salesforce Inc | +0.4% | NEW | 新建仓 |
| 4 | GS | Goldman Sachs Group Inc | +0.4% | -0.34% | 减仓 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +2.40% | 加仓 |
| 6 | CMP | Compass Minerals Internation | +0.3% | -1.45% | 减仓 |
| 7 | NVDA | Nvidia CORP | +0.3% | +0.23% | 加仓 |
| 8 | ORCL | Oracle CORP | +0.3% | +0.45% | 加仓 |
| 9 | URI | United Rentals Inc | +0.3% | -0.05% | 减仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.82% | 减仓 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +1.57% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -4.31% | 减仓 |
| 13 | VSAT | Viasat Inc | +0.2% | +43.56% | 加仓 |
| 14 | CAT | Caterpillar Inc | +0.1% | -0.22% | 减仓 |
| 15 | SRE | Sempra | +0.1% | +37.01% | 加仓 |
| 16 | BAC | Bank Of America CORP | +0.1% | +7.54% | 加仓 |
| 17 | HSIC | Henry Schein Inc | +0.1% | +44.63% | 加仓 |
| 18 | CLF | Cleveland-cliffs Inc | +0.1% | +143.46% | 加仓 |
| 19 | RTX | Rtx CORP | +0.1% | -0.54% | 减仓 |
| 20 | BA | Boeing Co/the | +0.1% | +2.29% | 加仓 |
| 21 | IRM | Iron Mountain Inc | +0.1% | +15.75% | 加仓 |
| 22 | PM | Philip Morris International | +0.1% | -2.06% | 减仓 |
| 23 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.20% | 减仓 |
| 24 | WMT | Walmart Inc | +0.1% | -1.40% | 减仓 |
| 25 | ADBE | Adobe Inc | +0.1% | NEW | 新建仓 |
| 26 | BN | Brookfield CORP | 0% | -4.75% | 减仓 |
| 27 | PANW | Palo Alto Networks Inc | 0% | +4.73% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -6.24% | 减仓 |
| 29 | PNW | Pinnacle West Capital Corporation | — | -0.25% | 减仓 |
| 30 | NOV | Nov Inc | -0.1% | — | 不变 |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.1% | -73.08% | 减仓 |
| 32 | TGNA | Tegna Inc | -0.1% | -7.20% | 减仓 |
| 33 | UPS | United Parcel Service-cl B | -0.1% | -0.63% | 减仓 |
| 34 | AMGN | Amgen Inc | -0.1% | -0.35% | 减仓 |
| 35 | CVX | Chevron CORP | -0.1% | — | 不变 |
| 36 | CMCSA | Comcast Corp-class A | -0.1% | -21.95% | 减仓 |
| 37 | HAL | Halliburton Co | -0.1% | +3.37% | 加仓 |
| 38 | LOW | Lowe's Cos Inc | -0.1% | +0.35% | 加仓 |
| 39 | FISV | Fiserv Inc | -0.1% | +23.53% | 加仓 |
| 40 | DXC | Dxc Technology Co | -0.1% | -45.36% | 减仓 |
| 41 | SLB | Slb LTD | -0.1% | -4.54% | 减仓 |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -3.88% | 减仓 |
| 43 | GEO | Geo Group Inc/the | -0.1% | — | 不变 |
| 44 | FDX | Fedex CORP | -0.1% | -0.76% | 减仓 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -2.37% | 减仓 |
| 46 | XOM | Exxon Mobil CORP | -0.2% | +2.05% | 加仓 |
| 47 | JNJ | Johnson & Johnson | -0.2% | -5.29% | 减仓 |
| 48 | ACN | Accenture plc | -0.3% | -4.35% | 减仓 |
| 49 | AAPL | Apple Inc | -0.7% | -4.20% | 减仓 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.6% | -0.84% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lee Danner & Bass Inc 在 Q2 2025 季度的美股持仓总市值约为 US$17.3亿，共申报了 223 个公开持股仓位。
在 Q2 2025 季度，Lee Danner & Bass Inc 按市值排列的前三大核心持股分别为：HCA (11.8%)、BRK-B (10.8%)、MSFT (3.7%)。其中最大持股仓位 HCA 占据整体投资组合约 11.8% 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
CRM
市值: US$537.7万
本季最大获利了结 / 清仓标的
BRK-B
前期市值: US$1.5亿
在 Q2 2025 季度中，Lee Danner & Bass Inc 共进行了 47 项持仓异动，包含新建仓 2 个仓位、加仓 16 个仓位、减仓 29 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CRM。
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。