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
93 檔
27.6%
Lipe & Dalton 在 Q3 2025 季度的美股仓位总计估值为 US$2.2亿，分散于 93 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 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 6 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 27.6%，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$448.8万
本季最大获利了结 / 清仓标的
BALL
前期市值: US$253.2万
| # | 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 | 8.75% | -0.04% | -0.91% | |
| 2 | ✓ | 股票-其他 | 6.62% | +0.47% | -1.35% | ||
| 3 | ✓ | 股票-其他 | 6.17% | +0.18% | -1.39% | ||
| 4 | ✓ | 股票-其他 | 3.92% | -0.57% | +1.74% | ||
| 5 | ✓ | 股票-其他 | 3.92% | -0.31% | -4.29% | ||
| 6 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.24% | +0.23% | -0.49% | |
| 7 | BA | Boeing Co/the | 股票-工业 | 3.02% | -0.15% | -0.49% | |
| 8 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.94% | -0.76% | -0.93% | |
| 9 | SNA | Snap-on Inc | 股票-工业 | 2.79% | -0.09% | -0.37% | |
| 10 | ✓ | 股票-其他 | 2.27% | +0.03% | -18.80% | ||
| 11 | ✓ | 股票-其他 | 2.23% | -0.38% | -0.28% | ||
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.22% | -0.26% | -1.60% | |
| 13 | EMR | Emerson Electric Co | 股票-工业 | 2.12% | -0.11% | -17.41% | |
| 14 | YUM | Yum! Brands Inc | 股票-周期性消费 | 2.11% | -0.21% | -0.11% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 2.07% | -0.14% | -0.38% | |
| 16 | ✓ | 股票-其他 | 2.05% | — | — | ||
| 17 | MAS | Masco CORP | 股票-工业 | 1.82% | +0.27% | -2.36% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.79% | +0.09% | -1.61% | |
| 19 | ✓ | 股票-其他 | 1.74% | +0.02% | -7.54% | ||
| 20 | BWA | Borgwarner Inc | 股票-周期性消费 | 1.68% | +0.11% | — | |
| 21 | DE | Deere & Co | 股票-工业 | 1.68% | — | -0.56% | |
| 22 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.53% | -0.38% | +4.94% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.52% | +1.53% | -0.38% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.10% | -1.84% | |
| 25 | BAX | Baxter International Inc | 股票-医疗保健 | 1.50% | +0.26% | +1023.11% | |
| 26 | ✓ | 股票-其他 | 1.41% | -0.14% | -0.17% | ||
| 27 | OKE | Oneok Inc | 股票-能源 | 1.34% | -0.28% | -0.18% | |
| 28 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.30% | -0.20% | -4.19% | |
| 29 | MLM | Martin Marietta Materials | 股票-原材料 | 1.25% | -0.16% | — | |
| 30 | ✓ | 股票-其他 | 1.22% | -0.03% | -3.03% | ||
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 1.20% | -0.15% | -0.58% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 1.10% | -0.39% | -0.45% | |
| 33 | ✓ | 股票-其他 | 1.03% | -0.06% | -1.99% | ||
| 34 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.02% | +0.23% | -0.36% | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.01% | -0.03% | -2.63% | |
| 36 | ✓ | 股票-其他 | 0.98% | -0.12% | -3.58% | ||
| 37 | ✓ | 股票-其他 | 0.89% | -0.78% | -0.98% | ||
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.84% | — | -2.62% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | -0.11% | -2.16% | |
| 40 | ✓ | 股票-其他 | 0.82% | -0.06% | -1.39% | ||
| 41 | ✓ | 股票-其他 | 0.78% | -0.08% | -0.66% | ||
| 42 | ✓ | 股票-其他 | 0.76% | -0.22% | EXIT | ||
| 43 | CI | THE Cigna Group | 股票-医疗保健 | 0.72% | -0.09% | -3.52% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.05% | -0.31% | |
| 45 | ✓ | 股票-其他 | 0.54% | -0.09% | -9.20% | ||
| 46 | FFIV | F5 Inc | 股票-科技 | 0.53% | +0.16% | +118.81% | |
| 47 | ✓ | 股票-其他 | 0.52% | -0.42% | EXIT | ||
| 48 | ✓ | 股票-其他 | 0.45% | +0.06% | -2.01% | ||
| 49 | FISV | Fiserv Inc | 股票-其他 | 0.45% | — | — | |
| 50 | ✓ | 股票-其他 | 0.43% | -0.04% | -2.78% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.6% | -1.35% | 减仓 | |
| 2 | BAX | Baxter International Inc | +1.3% | +1023.11% | 加仓 |
| 3 | ✓ | +1.2% | -1.39% | 减仓 | |
| 4 | ✓ | +1% | +1.74% | 减仓 | |
| 5 | CM | Can Imperial Bk Of Commerce | +0.5% | -0.49% | 减仓 |
| 6 | ✓ | +0.4% | -1.99% | 减仓 | |
| 7 | BWA | Borgwarner Inc | +0.4% | — | 减仓 |
| 8 | INTC | Intel CORP | +0.3% | -0.38% | 减仓 |
| 9 | FFIV | F5 Inc | +0.3% | +118.81% | 加仓 |
| 10 | ✓ | +0.3% | -4.29% | 减仓 | |
| 11 | MS | Morgan Stanley | +0.3% | -1.61% | 减仓 |
| 12 | MSFT | Microsoft CORP | +0.3% | -1.84% | 减仓 |
| 13 | ✓ | +0.2% | — | 减仓 | |
| 14 | BA | Boeing Co/the | +0.2% | -0.49% | 减仓 |
| 15 | ✓ | +0.2% | -0.28% | 减仓 | |
| 16 | ✓ | +0.1% | -5.11% | 不变 | |
| 17 | ✓ | +0.1% | -3.58% | 减仓 | |
| 18 | ✓ | +0.1% | — | 加仓 | |
| 19 | ✓ | +0.1% | -7.54% | 减仓 | |
| 20 | MLM | Martin Marietta Materials | +0.1% | — | 减仓 |
| 21 | ✓ | — | -0.17% | 减仓 | |
| 22 | BAM | Brookfield Asset Mgmt-a | 0% | -4.19% | 减仓 |
| 23 | LMT | Lockheed Martin CORP | 0% | -0.45% | 减仓 |
| 24 | HSY | Hershey Co/the | -0.1% | -0.93% | 减仓 |
| 25 | AAPL | Apple Inc | -0.2% | -0.91% | 减仓 |
| 26 | ✓ | -0.2% | -9.20% | 减仓 | |
| 27 | CI | THE Cigna Group | -0.2% | -3.52% | 减仓 |
| 28 | AMGN | Amgen Inc | -0.4% | -0.58% | 减仓 |
| 29 | DE | Deere & Co | -0.4% | -0.56% | 减仓 |
| 30 | ✓ | -0.4% | -1.39% | 减仓 | |
| 31 | DHR | Danaher CORP | -0.4% | -0.38% | 减仓 |
| 32 | YUM | Yum! Brands Inc | -0.5% | -0.11% | 减仓 |
| 33 | EMR | Emerson Electric Co | -0.5% | -17.41% | 减仓 |
| 34 | JKHY | Jack Henry & Associates Inc | -0.5% | +4.94% | 加仓 |
| 35 | ✓ | -0.6% | -0.98% | 减仓 | |
| 36 | ✓ | -0.6% | -18.80% | 减仓 | |
| 37 | OKE | Oneok Inc | -0.7% | -0.18% | 减仓 |
| 38 | BMY | Bristol-myers Squibb Co | -1.9% | -3.47% | 减仓 |
| 39 | TMO | Thermo Fisher Scientific Inc | — | NEW | 新建仓 |
| 40 | BALL | Ball CORP | — | EXIT | 清仓 |
| 41 | ✓ | — | EXIT | 清仓 | |
| 42 | COO | Cooper Cos Inc/the | — | EXIT | 清仓 |
| 43 | FISV | Fiserv Inc | — | NEW | 新建仓 |
| 44 | WHR | Whirlpool CORP | — | NEW | 新建仓 |
| 45 | ✓ | — | EXIT | 清仓 | |
| 46 | UHAL-B | U-haul Holding Co-non Voting | — | NEW | 新建仓 |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | ✓ | Exact Sciences CORP | — | EXIT | 清仓 |
| 49 | ✓ | — | NEW | 新建仓 | |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lipe & Dalton 在 Q3 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 93 个公开持股仓位。
在 Q3 2025 季度，Lipe & Dalton 按市值排列的前三大核心持股分别为：AAPL (8.8%)、 (6.6%)、 (6.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.8% 的权重。
在 Q3 2025 季度中，Lipe & Dalton 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 4 个仓位、减仓 33 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 TMO。 本季清仓仓位包含 BALL。
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。