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: 0001633862
申报总市值
US$5.6亿
US$5.6亿
123 檔
33.8%
在 Q2 2025 申报期间，Lincoln Capital LLC（CIK: 0001633862）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$5.6亿，共持有 123 个公开申报仓位。
在 Q2 2025，Lincoln Capital LLC 进行了温和的常态性持仓调整（包含新建仓 6 档、加仓 19 档、减仓 22 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Lincoln Capital LLC 的前 5 大核心持股（包含 BRK-B, BRK-A, MKL 等）合计占整体申报市值的 33.8%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.96% | -0.32% | +0.24% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 7.43% | -0.15% | — | |
| 3 | MKL | Markel Group Inc | 股票-金融 | 6.77% | -0.38% | +0.06% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 6.74% | -0.83% | -0.56% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 6.68% | -0.31% | -0.53% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.41% | +1.25% | -0.42% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 4.20% | -0.23% | +10.14% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.43% | +0.16% | -0.97% | |
| 9 | DHR | Danaher CORP | 股票-医疗保健 | 3.33% | +0.05% | +1.14% | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.91% | +0.13% | -0.59% | |
| 11 | CARR | Carrier Global CORP | 股票-工业 | 2.28% | +0.31% | +1.62% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.23% | +0.21% | -0.51% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.02% | -0.16% | +0.62% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.82% | -0.41% | -1.37% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | +0.03% | -0.59% | |
| 16 | ROP | Roper Technologies Inc | 股票-科技 | 1.46% | -0.01% | -0.13% | |
| 17 | OTIS | Otis Worldwide CORP | 股票-工业 | 1.40% | -0.16% | +0.48% | |
| 18 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.39% | +0.08% | -0.00% | |
| 19 | LIN | Linde plc | 股票-原材料 | 1.24% | -0.03% | -0.73% | |
| 20 | HGTY | Hagerty Inc-a | 股票-其他 | 1.18% | +0.17% | +9.37% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.18% | — | -1.76% | |
| 22 | MCO | Moody's CORP | 股票-金融 | 1.15% | -0.03% | — | |
| 23 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.10% | +0.19% | -0.11% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.10% | -0.04% | -0.15% | |
| 25 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.08% | -0.10% | -0.15% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.95% | +0.02% | -1.32% | |
| 27 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.94% | -0.04% | -4.06% | |
| 28 | FWONK | Liberty Media Corp-formula-c | 股票-通信服务 | 0.83% | +0.16% | -0.89% | |
| 29 | CPRT | Copart Inc | 股票-工业 | 0.78% | -0.19% | +0.03% | |
| 30 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.75% | +0.01% | -0.61% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.08% | -1.49% | |
| 32 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.58% | -0.23% | -0.62% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.54% | +0.08% | +0.16% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.53% | -0.01% | +35.68% | |
| 35 | BLK | Blackrock Inc | 股票-金融 | 0.53% | -0.07% | -0.91% | |
| 36 | VLTO | Veralto CORP | 股票-工业 | 0.47% | -0.02% | +0.64% | |
| 37 | FAST | Fastenal Co | 股票-工业 | 0.47% | -0.01% | +100.00% | |
| 38 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.46% | -0.04% | -0.57% | |
| 39 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.45% | +0.12% | +2.85% | |
| 40 | APH | Amphenol Corp-cl A | 股票-科技 | 0.45% | +0.06% | — | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | +0.11% | -4.81% | |
| 42 | DE | Deere & Co | 股票-工业 | 0.44% | +0.02% | +0.02% | |
| 43 | LPX | Louisiana-pacific CORP | 股票-工业 | 0.42% | — | -0.70% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.41% | -0.08% | +0.01% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.40% | -0.10% | -0.53% | |
| 46 | ECL | Ecolab Inc | 股票-原材料 | 0.37% | -0.01% | -0.69% | |
| 47 | CSGP | Costar Group Inc | 股票-房地产 | 0.33% | -0.05% | +0.07% | |
| 48 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.31% | -0.04% | +0.07% | |
| 49 | ESAB | Esab CORP | 股票-工业 | 0.29% | -0.01% | — | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.29% | — | +0.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +10.14% | 加仓 |
| 2 | DIS | Walt Disney Co/the | +0.5% | +0.62% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.5% | -0.97% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.42% | 减仓 |
| 5 | CARR | Carrier Global CORP | +0.3% | +1.62% | 加仓 |
| 6 | MKL | Markel Group Inc | +0.2% | +0.06% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.59% | 减仓 |
| 8 | HGTY | Hagerty Inc-a | +0.2% | +9.37% | 加仓 |
| 9 | MAR | Marriott International -cl A | +0.2% | -0.00% | 减仓 |
| 10 | CAT | Caterpillar Inc | +0.2% | NEW | 新建仓 |
| 11 | AXP | American Express Co | +0.2% | -1.76% | 减仓 |
| 12 | APH | Amphenol Corp-cl A | +0.1% | — | 不变 |
| 13 | CB | Chubb Limited | +0.1% | +35.68% | 加仓 |
| 14 | BNY | Bank Of New York Mellon CORP | +0.1% | -0.11% | 减仓 |
| 15 | SCHW | Schwab (charles) CORP | +0.1% | -0.15% | 减仓 |
| 16 | FWONK | Liberty Media Corp-formula-c | +0.1% | -0.89% | 减仓 |
| 17 | TSLA | Tesla Inc | +0.1% | +67.59% | 加仓 |
| 18 | SBUX | Starbucks CORP | +0.1% | -0.59% | 减仓 |
| 19 | MCO | Moody's CORP | +0.1% | — | 不变 |
| 20 | CGGR | Cap Group Growth Equity | +0.1% | +2.85% | 加仓 |
| 21 | NVDA | Nvidia CORP | +0.1% | +8.99% | 加仓 |
| 22 | WRB | Wr Berkley CORP | +0.1% | NEW | 新建仓 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +4.82% | 加仓 |
| 24 | CVX | Chevron CORP | +0.1% | NEW | 新建仓 |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +0.16% | 加仓 |
| 26 | BLK | Blackrock Inc | 0% | -0.91% | 减仓 |
| 27 | IDXX | Idexx Laboratories Inc | 0% | +0.07% | 加仓 |
| 28 | VUG | Vanguard Growth ETF | 0% | +0.42% | 加仓 |
| 29 | AIRR | First Trust Rba American Ind | 0% | NEW | 新建仓 |
| 30 | COF | Capital One Financial CORP | 0% | NEW | 新建仓 |
| 31 | ITOT | Ishares Core S&p Total U.s. | 0% | NEW | 新建仓 |
| 32 | CGUS | Cap Group Core Equity | 0% | +7.68% | 加仓 |
| 33 | AMAT | Applied Materials Inc | 0% | -0.47% | 减仓 |
| 34 | VLTO | Veralto CORP | 0% | +0.64% | 加仓 |
| 35 | DE | Deere & Co | 0% | +0.02% | 加仓 |
| 36 | ECL | Ecolab Inc | 0% | -0.69% | 减仓 |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -4.81% | 减仓 |
| 38 | UNP | Union Pacific CORP | 0% | -1.32% | 减仓 |
| 39 | PEP | Pepsico Inc | -0.1% | -0.53% | 减仓 |
| 40 | ROP | Roper Technologies Inc | -0.1% | -0.13% | 减仓 |
| 41 | BDX | Becton Dickinson And Co | -0.1% | -0.57% | 减仓 |
| 42 | KO | Coca-cola Co/the | -0.1% | -0.15% | 减仓 |
| 43 | AAPL | Apple Inc | -0.1% | -0.51% | 减仓 |
| 44 | DHR | Danaher CORP | -0.2% | +1.14% | 加仓 |
| 45 | MA | Mastercard Inc - A | -0.2% | -0.53% | 减仓 |
| 46 | DEO | Diageo Plc-sponsored Adr | -0.2% | -4.06% | 减仓 |
| 47 | CPRT | Copart Inc | -0.3% | +0.03% | 加仓 |
| 48 | MCD | Mcdonald's CORP | -0.4% | -1.37% | 减仓 |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | -1.2% | — | 不变 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.4% | +0.24% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Lincoln Capital LLC 在 Q2 2025 季度的美股持仓总市值约为 US$5.6亿，共申报了 123 个公开持股仓位。
在 Q2 2025 季度，Lincoln Capital LLC 按市值排列的前三大核心持股分别为：BRK-B (9.0%)、BRK-A (7.4%)、MKL (6.8%)。其中最大持股仓位 BRK-B 占据整体投资组合约 9.0% 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
CAT
市值: US$90.5万
本季最大获利了结 / 清仓标的
MA
前期市值: US$3275.1万
在 Q2 2025 季度中，Lincoln Capital LLC 共进行了 47 项持仓异动，包含新建仓 6 个仓位、加仓 19 个仓位、减仓 22 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CAT。
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。