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: 0001730467
申报总市值
US$7.3亿
US$7.3亿
46 檔
15.1%
Lone Peak Global Investors LLC 在 Q2 2025 季度的美股仓位总计估值为 US$7.3亿，分散于 46 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Lone Peak Global Investors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 25 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lone Peak Global Investors LLC 的前 5 大核心持股（包含 CAH, JNJ, KDP 等）合计占整体申报市值的 15.1%，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 | CAH | Cardinal Health Inc | 股票-医疗保健 | 4.29% | -0.06% | +3.14% | |
| 2 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.21% | -0.67% | +19.84% | |
| 3 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 4.21% | +0.41% | +67.30% | |
| 4 | PRDO | Perdoceo Education CORP | 股票-其他 | 4.17% | -3.57% | EXIT | |
| 5 | NATL | Ncr Atleos CORP | 股票-科技 | 4.01% | -1.65% | EXIT | |
| 6 | SOLV | Solventum CORP | 股票-医疗保健 | 3.90% | +1.20% | +3.09% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.75% | -0.44% | +3.17% | |
| 8 | DLB | Dolby Laboratories Inc-cl A | 股票-工业 | 3.74% | — | +3.07% | |
| 9 | GBCI | Glacier Bancorp Inc | 股票-金融 | 3.73% | -1.03% | +17.85% | |
| 10 | NKE | Nike Inc -cl B | 股票-周期性消费 | 3.64% | -0.96% | +54.88% | |
| 11 | OPLN | Openlane Inc | 股票-其他 | 3.31% | -0.36% | +3.02% | |
| 12 | HSIC | Henry Schein Inc | 股票-医疗保健 | 3.29% | -0.03% | +3.10% | |
| 13 | DK | Delek US Holdings Inc | 股票-其他 | 3.26% | -0.03% | +1.88% | |
| 14 | KVUE | Kenvue Inc | 股票-非周期性消费 | 3.21% | — | -11.08% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 3.18% | +0.03% | +3.17% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 3.12% | +1.27% | +3.16% | |
| 17 | FIS | Fidelity National Info Serv | 股票-科技 | 3.04% | — | -16.48% | |
| 18 | EVTC | Evertec Inc | 股票-其他 | 2.99% | -0.35% | +3.05% | |
| 19 | REYN | Reynolds Consumer Products I | 股票-其他 | 2.89% | -0.85% | +4507.22% | |
| 20 | CTBI | Community Trust Bancorp Inc | 股票-其他 | 2.85% | +0.13% | +3.08% | |
| 21 | SYY | Sysco CORP | 股票-非周期性消费 | 2.84% | — | +3.12% | |
| 22 | EBAY | Ebay Inc | 股票-周期性消费 | 2.77% | +0.16% | -19.20% | |
| 23 | HNI | Hni CORP | 股票-其他 | 2.72% | -0.07% | +3.07% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工业 | 2.59% | -0.49% | +116.65% | |
| 25 | TIGO | Millicom International Cellular S.A. | 股票-通信服务 | 2.56% | — | -23.56% | |
| 26 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.44% | -0.60% | — | |
| 27 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 2.24% | — | -27.99% | |
| 28 | RKT | Rocket Cos Inc-class A | 股票-金融 | 2.19% | -0.11% | — | |
| 29 | HUM | Humana Inc | 股票-医疗保健 | 1.89% | — | — | |
| 30 | ECG | Everus Construction Group | 股票-工业 | 1.65% | +0.21% | — | |
| 31 | GPRE | Green Plains Inc | 股票-其他 | 1.59% | — | +201.25% | |
| 32 | LKQ | Lkq CORP | 股票-周期性消费 | 1.59% | +0.63% | — | |
| 33 | COLB | Columbia Banking System Inc | 股票-金融 | 1.41% | +0.06% | — | |
| 34 | WINA | Winmark CORP | 股票-其他 | 0.09% | — | +26.49% | |
| 35 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 0.08% | — | — | |
| 36 | CHE | Chemed CORP | 股票-医疗保健 | 0.07% | +0.69% | +34.12% | |
| 37 | FRPT | Freshpet, Inc. | 股票-非周期性消费 | 0.07% | — | — | |
| 38 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 0.06% | +0.01% | +24.02% | |
| 39 | CVBF | Cvb Financial CORP | 股票-其他 | 0.06% | — | — | |
| 40 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 0.06% | — | — | |
| 41 | HWC | Hancock Whitney CORP | 股票-金融 | 0.05% | — | — | |
| 42 | IESC | Ies Holdings Inc | 股票-工业 | 0.05% | -0.03% | — | |
| 43 | DOUG | Douglas Elliman Inc | 股票-其他 | 0.04% | — | — | |
| 44 | GMREUSD | Global Medical Reit Inc | 股票-其他 | 0.04% | — | -41.92% | |
| 45 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.04% | — | — | |
| 46 | AMCX | Amc Global Media Inc | 股票-其他 | 0.04% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | REYN | Reynolds Consumer Products I | +2.8% | +4507.22% | 加仓 |
| 2 | BDX | Becton Dickinson And Co | +2.4% | NEW | 新建仓 |
| 3 | RKT | Rocket Cos Inc-class A | +2.2% | NEW | 新建仓 |
| 4 | HUM | Humana Inc | +1.9% | NEW | 新建仓 |
| 5 | ECG | Everus Construction Group | +1.7% | NEW | 新建仓 |
| 6 | LKQ | Lkq CORP | +1.6% | NEW | 新建仓 |
| 7 | COLB | Columbia Banking System Inc | +1.4% | NEW | 新建仓 |
| 8 | KDP | Keurig Dr Pepper Inc | +1.4% | +67.30% | 加仓 |
| 9 | NKE | Nike Inc -cl B | +1.4% | +54.88% | 加仓 |
| 10 | UPS | United Parcel Service-cl B | +1.2% | +116.65% | 加仓 |
| 11 | GPRE | Green Plains Inc | +1.1% | +201.25% | 加仓 |
| 12 | PRDO | Perdoceo Education CORP | +0.8% | +3.04% | 加仓 |
| 13 | DK | Delek US Holdings Inc | +0.8% | +1.88% | 加仓 |
| 14 | DIS | Walt Disney Co/the | +0.6% | +3.17% | 加仓 |
| 15 | CAH | Cardinal Health Inc | +0.6% | +3.14% | 加仓 |
| 16 | OPLN | Openlane Inc | +0.6% | +3.02% | 加仓 |
| 17 | GBCI | Glacier Bancorp Inc | +0.2% | +17.85% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.2% | +3.16% | 加仓 |
| 19 | RTX | Rtx CORP | +0.2% | +3.17% | 加仓 |
| 20 | HNI | Hni CORP | +0.2% | +3.07% | 加仓 |
| 21 | NATL | Ncr Atleos CORP | +0.1% | +3.05% | 加仓 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +19.84% | 加仓 |
| 23 | HSIC | Henry Schein Inc | +0.1% | +3.10% | 加仓 |
| 24 | CVBF | Cvb Financial CORP | +0.1% | NEW | 新建仓 |
| 25 | IESC | Ies Holdings Inc | +0.1% | NEW | 新建仓 |
| 26 | DOUG | Douglas Elliman Inc | 0% | NEW | 新建仓 |
| 27 | WINA | Winmark CORP | 0% | +26.49% | 加仓 |
| 28 | CTBI | Community Trust Bancorp Inc | 0% | +3.08% | 加仓 |
| 29 | MSM | Msc Industrial Direct Co-a | 0% | +24.02% | 加仓 |
| 30 | HWC | Hancock Whitney CORP | — | — | 不变 |
| 31 | CHE | Chemed CORP | — | +34.12% | 加仓 |
| 32 | AMCX | Amc Global Media Inc | 0% | — | 不变 |
| 33 | WEX | Wex Inc | -0.1% | EXIT | 清仓 |
| 34 | GMREUSD | Global Medical Reit Inc | -0.1% | -41.92% | 减仓 |
| 35 | SYY | Sysco CORP | -0.1% | +3.12% | 加仓 |
| 36 | SENEA | Seneca Foods CORP - Cl A | -0.1% | EXIT | 清仓 |
| 37 | SOLV | Solventum CORP | -0.2% | +3.09% | 加仓 |
| 38 | EVTC | Evertec Inc | -0.2% | +3.05% | 加仓 |
| 39 | TIGO | Millicom International Cellular S.A. | -0.4% | -23.56% | 减仓 |
| 40 | DLB | Dolby Laboratories Inc-cl A | -0.5% | +3.07% | 加仓 |
| 41 | FIS | Fidelity National Info Serv | -0.6% | -16.48% | 减仓 |
| 42 | EBAY | Ebay Inc | -0.6% | -19.20% | 减仓 |
| 43 | WBD | Warner Bros Discovery Inc | -0.9% | -27.99% | 减仓 |
| 44 | KVUE | Kenvue Inc | -1.3% | -11.08% | 减仓 |
| 45 | GIS | General Mills Inc | -2.5% | EXIT | 清仓 |
| 46 | LBRT | Liberty Energy Inc | -2.5% | EXIT | 清仓 |
| 47 | SLB | Slb LTD | -2.8% | EXIT | 清仓 |
| 48 | VOD | Vodafone Group Plc-sp Adr | -3.6% | EXIT | 清仓 |
| 49 | PFE | Pfizer Inc | -3.7% | EXIT | 清仓 |
| 50 | MMM | 3m Co | -3.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lone Peak Global Investors LLC 在 Q2 2025 季度的美股持仓总市值约为 US$7.3亿，共申报了 46 个公开持股仓位。
在 Q2 2025 季度，Lone Peak Global Investors LLC 按市值排列的前三大核心持股分别为：CAH (4.3%)、JNJ (4.2%)、KDP (4.2%)。其中最大持股仓位 CAH 占据整体投资组合约 4.3% 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
BDX
市值: US$1280.1万
本季最大获利了结 / 清仓标的
MMM
前期市值: US$1850.1万
在 Q2 2025 季度中，Lone Peak Global Investors LLC 共进行了 48 项持仓异动，包含新建仓 9 个仓位、加仓 25 个仓位、减仓 6 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 BDX。 本季清仓仓位包含 MMM。
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。