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: 0001570396
申报总市值
US$2.2亿
US$2.2亿
90 檔
22.7%
根据最新整理的 13F 季度数据集，Lipe & Dalton 于 Q2 2025 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 90 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Lipe & Dalton 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 4 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，Lipe & Dalton 的前 5 大核心持股（包含 AAPL, , 等）合计占整体申报市值的 22.7%，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
TMO
市值: US$381.3万
本季最大获利了结 / 清仓标的
COO
前期市值: US$102.0万
| # | 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 | AAPL | Apple Inc | 股票-科技 | 7.76% | -0.04% | -2.73% | |
| 2 | ✓ | 股票-其他 | 6.06% | +0.18% | -2.52% | ||
| 3 | ✓ | 股票-其他 | 5.33% | +0.47% | -2.54% | ||
| 4 | ✓ | 股票-其他 | 4.02% | -0.31% | -2.80% | ||
| 5 | ✓ | 股票-其他 | 3.23% | -0.57% | -3.41% | ||
| 6 | BA | Boeing Co/the | 股票-工业 | 3.22% | -0.15% | -2.94% | |
| 7 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.15% | +0.23% | -4.05% | |
| 8 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.87% | -0.76% | -0.72% | |
| 9 | EMR | Emerson Electric Co | 股票-工业 | 2.85% | -0.11% | -6.35% | |
| 10 | SNA | Snap-on Inc | 股票-工业 | 2.74% | -0.09% | -2.78% | |
| 11 | ✓ | 股票-其他 | 2.45% | +0.03% | -1.81% | ||
| 12 | ✓ | 股票-其他 | 2.35% | — | -0.36% | ||
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 2.26% | -0.14% | -2.65% | |
| 14 | YUM | Yum! Brands Inc | 股票-周期性消费 | 2.24% | -0.21% | -4.53% | |
| 15 | ✓ | 股票-其他 | 2.13% | -0.38% | -2.75% | ||
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.06% | -0.26% | — | |
| 17 | DE | Deere & Co | 股票-工业 | 2.05% | — | -4.04% | |
| 18 | ✓ | 股票-其他 | 1.96% | +0.02% | -7.00% | ||
| 19 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.92% | -0.38% | -2.33% | |
| 20 | MAS | Masco CORP | 股票-工业 | 1.86% | +0.27% | +0.18% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 1.76% | +0.09% | +0.01% | |
| 22 | OKE | Oneok Inc | 股票-能源 | 1.63% | -0.28% | -1.31% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.10% | — | |
| 24 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.43% | -0.20% | -0.98% | |
| 25 | ✓ | 股票-其他 | 1.43% | -0.03% | -0.67% | ||
| 26 | BALL | Ball CORP | 股票-周期性消费 | 1.42% | — | -3.59% | |
| 27 | BWA | Borgwarner Inc | 股票-周期性消费 | 1.40% | +0.11% | -4.48% | |
| 28 | ✓ | 股票-其他 | 1.38% | -0.14% | -2.04% | ||
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 1.30% | -0.15% | -2.54% | |
| 30 | MLM | Martin Marietta Materials | 股票-原材料 | 1.19% | -0.16% | -9.11% | |
| 31 | ✓ | 股票-其他 | 1.15% | -0.78% | -1.18% | ||
| 32 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.13% | -0.03% | -0.73% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 1.12% | -0.39% | — | |
| 34 | ✓ | 股票-其他 | 1.11% | -0.12% | +1.86% | ||
| 35 | INTC | Intel CORP | 股票-科技 | 1.11% | +1.53% | -2.40% | |
| 36 | ✓ | 股票-其他 | 1.07% | -0.22% | EXIT | ||
| 37 | ✓ | 股票-其他 | 1.04% | -0.06% | -6.00% | ||
| 38 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.02% | +0.23% | -2.58% | |
| 39 | CI | THE Cigna Group | 股票-医疗保健 | 0.93% | -0.09% | -0.27% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.90% | — | +3.98% | |
| 41 | ✓ | 股票-其他 | 0.89% | -0.06% | — | ||
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | -0.11% | +1.23% | |
| 43 | ✓ | 股票-其他 | 0.75% | -0.08% | -7.03% | ||
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.69% | -0.05% | — | |
| 45 | ✓ | 股票-其他 | 0.69% | -0.09% | +0.63% | ||
| 46 | ✓ | 股票-其他 | 0.62% | +0.06% | -1.25% | ||
| 47 | ✓ | 股票-其他 | 0.53% | -0.42% | EXIT | ||
| 48 | ✓ | 股票-其他 | 0.52% | — | -5.98% | ||
| 49 | ✓ | 股票-其他 | 0.46% | -0.04% | -1.80% | ||
| 50 | SIRI | Sirius Xm Holdings Inc | 股票-通信服务 | 0.43% | — | -0.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | +2.1% | NEW | 新建仓 |
| 2 | ✓ | +1.1% | -2.52% | 减仓 | |
| 3 | ✓ | +0.5% | -0.36% | 减仓 | |
| 4 | CM | Can Imperial Bk Of Commerce | +0.5% | -4.05% | 减仓 |
| 5 | BA | Boeing Co/the | +0.4% | -2.94% | 减仓 |
| 6 | ✓ | +0.4% | -2.80% | 减仓 | |
| 7 | MSFT | Microsoft CORP | +0.4% | — | 不变 |
| 8 | ✓ | +0.3% | -2.54% | 减仓 | |
| 9 | ✓ | +0.3% | -3.41% | 减仓 | |
| 10 | ✓ | +0.3% | -7.00% | 减仓 | |
| 11 | ✓ | +0.3% | — | 不变 | |
| 12 | EMR | Emerson Electric Co | +0.3% | -6.35% | 减仓 |
| 13 | MS | Morgan Stanley | +0.3% | +0.01% | 加仓 |
| 14 | ✓ | +0.2% | +1.86% | 加仓 | |
| 15 | ✓ | +0.2% | +32.10% | 加仓 | |
| 16 | ✓ | +0.2% | NEW | 新建仓 | |
| 17 | BAM | Brookfield Asset Mgmt-a | +0.1% | -0.98% | 减仓 |
| 18 | ✓ | +0.1% | +5.39% | 加仓 | |
| 19 | AMZN | Amazon.com Inc | +0.1% | -0.73% | 减仓 |
| 20 | BWA | Borgwarner Inc | +0.1% | -4.48% | 减仓 |
| 21 | ✓ | +0.1% | -2.75% | 减仓 | |
| 22 | ✓ | +0.1% | -1.25% | 减仓 | |
| 23 | WFC | Wells Fargo & Co | +0.1% | — | 不变 |
| 24 | QCOM | Qualcomm Inc | 0% | +3.98% | 加仓 |
| 25 | FFIV | F5 Inc | 0% | +15.21% | 加仓 |
| 26 | DE | Deere & Co | 0% | -4.04% | 减仓 |
| 27 | BALL | Ball CORP | — | -3.59% | 减仓 |
| 28 | ✓ | -0.1% | -3.86% | 减仓 | |
| 29 | ✓ | -0.1% | -7.00% | 减仓 | |
| 30 | JNJ | Johnson & Johnson | -0.1% | +1.23% | 加仓 |
| 31 | ✓ | -0.1% | -5.46% | 减仓 | |
| 32 | ✓ | -0.1% | -1.80% | 减仓 | |
| 33 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清仓 |
| 34 | ✓ | -0.1% | -5.98% | 减仓 | |
| 35 | JKHY | Jack Henry & Associates Inc | -0.1% | -2.33% | 减仓 |
| 36 | ✓ | Exact Sciences CORP | -0.2% | EXIT | 清仓 |
| 37 | ✓ | -0.2% | -6.00% | 减仓 | |
| 38 | HSY | Hershey Co/the | -0.2% | -0.72% | 减仓 |
| 39 | MAS | Masco CORP | -0.2% | +0.18% | 加仓 |
| 40 | DHR | Danaher CORP | -0.2% | -2.65% | 减仓 |
| 41 | AMGN | Amgen Inc | -0.3% | -2.54% | 减仓 |
| 42 | ✓ | -0.3% | -1.18% | 减仓 | |
| 43 | YUM | Yum! Brands Inc | -0.3% | -4.53% | 减仓 |
| 44 | SNA | Snap-on Inc | -0.4% | -2.78% | 减仓 |
| 45 | ✓ | -0.4% | EXIT | 清仓 | |
| 46 | OKE | Oneok Inc | -0.5% | -1.31% | 减仓 |
| 47 | ✓ | -0.5% | -1.81% | 减仓 | |
| 48 | COO | Cooper Cos Inc/the | -0.6% | EXIT | 清仓 |
| 49 | AAPL | Apple Inc | -1.2% | -2.73% | 减仓 |
| 50 | BMY | Bristol-myers Squibb Co | -1.9% | -96.46% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lipe & Dalton 在 Q2 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 90 个公开持股仓位。
在 Q2 2025 季度，Lipe & Dalton 按市值排列的前三大核心持股分别为：AAPL (7.8%)、 (6.1%)、 (5.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.8% 的权重。
在 Q2 2025 季度中，Lipe & Dalton 共进行了 47 项持仓异动，包含新建仓 2 个仓位、加仓 8 个仓位、减仓 33 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 TMO。 本季清仓仓位包含 COO。
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。