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: 0001391166
申报总市值
US$7.8亿
US$7.8亿
142 檔
54.3%
Q4 2025 季度申报显示，Lee Financial Co 披露的美股组合总市值为 US$7.8亿，涵盖 142 个不同之权益投资仓位。
在 Q4 2025，Lee Financial Co 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 15 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 Financial Co 的前 5 大核心持股（包含 IVV, IJH, FNDX 等）合计占整体申报市值的 54.3%，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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 25.23% | +0.87% | -3.81% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 12.43% | -0.18% | +2.28% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 8.53% | +0.07% | -2.29% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 6.01% | +0.57% | -0.36% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.12% | -0.59% | -8.43% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 4.08% | -1.02% | -1.67% | |
| 7 | EMLP | First Trust North American E | ETF-其他 | 3.62% | -0.39% | -3.02% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.57% | +0.32% | -2.13% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.45% | +0.06% | -41.95% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 2.20% | -0.21% | -26.20% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.31% | +0.10% | -1.55% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.29% | +0.03% | -0.04% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.22% | +0.03% | -2.07% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.06% | -0.03% | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.06% | -16.27% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.98% | -0.12% | -6.51% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.79% | +0.03% | -2.88% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | +0.06% | -1.38% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.75% | +0.03% | -3.88% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | -0.07% | -16.62% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 0.66% | -0.17% | +42.74% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | +0.02% | -46.17% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -10.40% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | +0.02% | -2.38% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.43% | -0.01% | -0.02% | |
| 26 | NEM | Newmont CORP | 股票-原材料 | 0.43% | -0.11% | +0.16% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.42% | +0.08% | +0.91% | |
| 28 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.34% | +0.01% | -12.91% | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 0.32% | +0.01% | -12.65% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | -0.10% | -6.50% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.30% | +0.02% | -28.84% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.30% | — | -5.40% | |
| 33 | TNGY | Tortoise Energy ETF | ETF-其他 | 0.30% | -0.05% | -4.76% | |
| 34 | CFG | Citizens Financial Group | 股票-金融 | 0.28% | +0.02% | +1.46% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 0.28% | -0.02% | -10.49% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.25% | +0.04% | -27.07% | |
| 37 | ETR | Entergy CORP | 股票-公用事业 | 0.25% | -0.10% | -10.73% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.25% | -0.07% | -18.75% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.24% | -0.05% | -12.51% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.24% | +0.03% | -13.74% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.24% | -0.01% | -13.68% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.24% | -0.01% | -4.51% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.24% | +0.07% | -12.86% | |
| 44 | ENB | Enbridge Inc | 股票-能源 | 0.24% | -0.01% | -24.23% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.23% | +0.02% | -7.62% | |
| 46 | BR | Broadridge Financial Solutio | 股票-科技 | 0.22% | -0.11% | -10.74% | |
| 47 | EPD | Enterprise Products Partners | 股票-能源 | 0.22% | -0.04% | -18.17% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.22% | -0.03% | -3.07% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.22% | -0.05% | -8.29% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.22% | +0.01% | -0.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.4% | -3.81% | 减仓 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +1.3% | +2.28% | 加仓 |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.7% | -2.29% | 减仓 |
| 4 | GLD | Spdr Gold Shares | +0.6% | -1.67% | 减仓 |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.5% | -0.36% | 减仓 |
| 6 | EMLP | First Trust North American E | +0.1% | -3.02% | 减仓 |
| 7 | NEM | Newmont CORP | +0.1% | +0.16% | 加仓 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | +40.59% | 加仓 |
| 9 | DVY | Ishares Select Dividend ETF | — | -6.51% | 减仓 |
| 10 | IWP | Ishares Russell Mid-cap Grow | 0% | -3.88% | 减仓 |
| 11 | ABBV | Abbvie Inc | 0% | -12.91% | 减仓 |
| 12 | AVGO | Broadcom Inc | 0% | -16.62% | 减仓 |
| 13 | WSO | Watsco Inc | 0% | -11.22% | 减仓 |
| 14 | ABT | Abbott Laboratories | 0% | -12.51% | 减仓 |
| 15 | FAST | Fastenal Co | -0.1% | -11.57% | 减仓 |
| 16 | MPLX | Mplx LP | -0.1% | -55.80% | 减仓 |
| 17 | ENB | Enbridge Inc | -0.1% | -24.23% | 减仓 |
| 18 | HD | Home Depot Inc | -0.1% | -10.49% | 减仓 |
| 19 | META | Meta Platforms Inc-class A | -0.1% | -29.18% | 减仓 |
| 20 | AMZN | Amazon.com Inc | -0.1% | -28.84% | 减仓 |
| 21 | FNF | Fidelity National Financial | -0.1% | -48.06% | 减仓 |
| 22 | WMB | Williams Cos Inc | -0.1% | -51.05% | 减仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -8.43% | 减仓 |
| 24 | ORCL | Oracle CORP | -0.1% | -7.37% | 减仓 |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -50.00% | 减仓 |
| 26 | SUN | Sunoco LP | -0.1% | -83.18% | 减仓 |
| 27 | MSFT | Microsoft CORP | -0.2% | -16.27% | 减仓 |
| 28 | XLE | Ss Energy Select Sector | -0.2% | +42.74% | 加仓 |
| 29 | TSLA | Tesla Inc | -0.2% | -79.52% | 减仓 |
| 30 | ET | Energy Transfer LP | -0.3% | -77.50% | 减仓 |
| 31 | NVDA | Nvidia CORP | -0.4% | -46.17% | 减仓 |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | -0.6% | -26.20% | 减仓 |
| 33 | AAPL | Apple Inc | -1.2% | -41.95% | 减仓 |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | — | NEW | 新建仓 |
| 35 | BAC 7.25 PERP L债券 | Bank Of America CORP | — | EXIT | 清仓 |
| 36 | GEL | Genesis Energy L.p. | — | EXIT | 清仓 |
| 37 | DE | Deere & Co | — | EXIT | 清仓 |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | 新建仓 |
| 39 | TRP | Tc Energy CORP | — | EXIT | 清仓 |
| 40 | GLP | Global Partners LP | — | EXIT | 清仓 |
| 41 | ARKO | Arko CORP | — | EXIT | 清仓 |
| 42 | MMLP | Martin Midstream Partners LP | — | EXIT | 清仓 |
| 43 | OIH | Vaneck Oil Services ETF | — | EXIT | 清仓 |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | — | EXIT | 清仓 |
| 45 | LNG | Cheniere Energy Inc | — | EXIT | 清仓 |
| 46 | NGL | Ngl Energy Partners LP | — | EXIT | 清仓 |
| 47 | NFLX | Netflix Inc | — | EXIT | 清仓 |
| 48 | LEN | Lennar Corp-a | — | EXIT | 清仓 |
| 49 | NUW | Nuveen Amt-free Muni Val | — | EXIT | 清仓 |
| 50 | MPC | Marathon Petroleum CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lee Financial Co 在 Q4 2025 季度的美股持仓总市值约为 US$7.8亿，共申报了 142 个公开持股仓位。
在 Q4 2025 季度，Lee Financial Co 按市值排列的前三大核心持股分别为：IVV (25.2%)、IJH (12.4%)、FNDX (8.5%)。其中最大持股仓位 IVV 占据整体投资组合约 25.2% 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
IJT
市值: US$785.9万
本季最大获利了结 / 清仓标的
BAC 7.25 PERP L
前期市值: US$234.0万
在 Q4 2025 季度中，Lee Financial Co 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 4 个仓位、减仓 29 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 IJT。 本季清仓仓位包含 BAC 7.25 PERP L。
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。