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: 0001108965
申报总市值
US$5.7亿
US$5.7亿
125 檔
22.2%
Lynch & Associates/in 在 Q2 2025 季度的美股仓位总计估值为 US$5.7亿，分散于 125 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Lynch & Associates/in 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 26 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lynch & Associates/in 的前 5 大核心持股（包含 MSFT, IVV, WMT 等）合计占整体申报市值的 22.2%，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 | MSFT | Microsoft CORP | 股票-科技 | 10.41% | -0.48% | -0.58% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.30% | +0.20% | +1.45% | |
| 3 | WMT | Walmart Inc | 股票-非周期性消费 | 3.86% | -0.65% | -3.30% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.80% | +0.19% | +1.89% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.21% | +0.10% | -2.05% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.83% | -0.14% | -0.38% | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 2.80% | +0.14% | -0.23% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.77% | -0.13% | +0.80% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.74% | +0.19% | +1.04% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.66% | -3.85% | EXIT | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.09% | +0.83% | +0.58% | |
| 12 | EMR | Emerson Electric Co | 股票-工业 | 2.05% | +0.02% | -0.54% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.97% | -0.39% | +0.19% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.94% | +0.13% | +0.38% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.61% | -0.20% | +5.68% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.59% | +0.05% | +1.94% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.55% | +0.09% | +0.72% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.50% | -0.53% | -1.43% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.47% | -0.40% | -0.04% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.43% | -0.02% | +0.09% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 1.42% | -0.14% | -0.48% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.42% | — | -1.19% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.38% | +0.09% | +0.94% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.35% | +0.32% | +12.79% | |
| 25 | HON | Honeywell International Inc | 股票-工业 | 1.30% | -1.11% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.04% | +1.46% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | +0.10% | +0.47% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | +0.29% | -0.40% | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.13% | -0.16% | -0.06% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 1.12% | +0.37% | -1.38% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工业 | 1.09% | +0.05% | -1.44% | |
| 32 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.00% | +0.04% | +5.15% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.99% | -0.13% | +0.44% | |
| 34 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.97% | +0.21% | +4.08% | |
| 35 | COF | Capital One Financial CORP | 股票-金融 | 0.95% | +0.01% | — | |
| 36 | SYY | Sysco CORP | 股票-非周期性消费 | 0.91% | +0.05% | -0.43% | |
| 37 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.91% | -0.13% | -1.62% | |
| 38 | BA | Boeing Co/the | 股票-工业 | 0.84% | — | +3.48% | |
| 39 | ✓ | 股票-其他 | 0.83% | -0.13% | -0.33% | ||
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.83% | -0.02% | +3.41% | |
| 41 | MMM | 3m Co | 股票-工业 | 0.81% | +0.02% | +1.32% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.80% | -0.08% | — | |
| 43 | ITW | Illinois Tool Works | 股票-工业 | 0.80% | -0.04% | -0.07% | |
| 44 | FSFG | First Savings Financial Grp | 股票-其他 | 0.77% | — | -0.00% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事业 | 0.75% | -0.07% | +2.57% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.64% | +0.08% | +1.30% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.59% | — | -2.13% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.02% | +2.81% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.55% | +0.04% | +4.02% | |
| 50 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.52% | +0.07% | +3.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.9% | -0.58% | 减仓 |
| 2 | COF | Capital One Financial CORP | +1% | NEW | 新建仓 |
| 3 | IBM | Intl Business Machines CORP | +0.3% | -0.23% | 减仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -2.05% | 减仓 |
| 5 | EMR | Emerson Electric Co | +0.2% | -0.54% | 减仓 |
| 6 | AVGO | Broadcom Inc | +0.2% | NEW | 新建仓 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +1.45% | 加仓 |
| 8 | CTAS | Cintas CORP | +0.2% | NEW | 新建仓 |
| 9 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +4.08% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +17.75% | 加仓 |
| 11 | WM | Waste Management Inc | +0.1% | NEW | 新建仓 |
| 12 | BA | Boeing Co/the | +0.1% | +3.48% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +5.15% | 加仓 |
| 14 | GIB | Cgi Inc | +0.1% | NEW | 新建仓 |
| 15 | DIS | Walt Disney Co/the | +0.1% | — | 不变 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +0.58% | 加仓 |
| 17 | NVDA | Nvidia CORP | +0.1% | +22.68% | 加仓 |
| 18 | ORCL | Oracle CORP | +0.1% | NEW | 新建仓 |
| 19 | BAC | Bank Of America CORP | +0.1% | +0.94% | 加仓 |
| 20 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +26.13% | 加仓 |
| 21 | TXN | Texas Instruments Inc | +0.1% | -1.38% | 减仓 |
| 22 | CGGR | Cap Group Growth Equity | +0.1% | +20.51% | 加仓 |
| 23 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +0.72% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.40% | 减仓 |
| 25 | XLK | Ss Technology Select Sector | +0.1% | -1.08% | 减仓 |
| 26 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +26.90% | 加仓 |
| 27 | HON | Honeywell International Inc | 0% | +0.55% | 加仓 |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | +4.02% | 加仓 |
| 29 | FIDU | Fidelity Msci Indust Indx | 0% | +5.20% | 加仓 |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.89% | 加仓 |
| 31 | RTX | Rtx CORP | 0% | +0.44% | 加仓 |
| 32 | PM | Philip Morris International | 0% | -2.13% | 减仓 |
| 33 | WMT | Walmart Inc | 0% | -3.30% | 减仓 |
| 34 | ABT | Abbott Laboratories | 0% | +5.68% | 加仓 |
| 35 | LLY | Eli Lilly & Co | 0% | +12.79% | 加仓 |
| 36 | SYK | Stryker CORP | 0% | -0.48% | 减仓 |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.94% | 加仓 |
| 38 | ADBE | Adobe Inc | -0.1% | EXIT | 清仓 |
| 39 | UPS | United Parcel Service-cl B | -0.2% | -1.44% | 减仓 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.46% | 加仓 |
| 41 | DOW | Dow Inc | -0.2% | -30.96% | 减仓 |
| 42 | MCD | Mcdonald's CORP | -0.3% | +0.19% | 加仓 |
| 43 | AAPL | Apple Inc | -0.3% | +0.38% | 加仓 |
| 44 | MRK | Merck & Co. Inc. | -0.3% | -1.19% | 减仓 |
| 45 | CVX | Chevron CORP | -0.4% | -1.43% | 减仓 |
| 46 | XOM | Exxon Mobil CORP | -0.4% | +1.91% | 加仓 |
| 47 | PG | Procter & Gamble Co/the | -0.4% | -0.38% | 减仓 |
| 48 | JNJ | Johnson & Johnson | -0.4% | +0.80% | 加仓 |
| 49 | ABBV | Abbvie Inc | -0.6% | +1.04% | 加仓 |
| 50 | DFSEUR | Discover Financial Services | -0.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lynch & Associates/in 在 Q2 2025 季度的美股持仓总市值约为 US$5.7亿，共申报了 125 个公开持股仓位。
在 Q2 2025 季度，Lynch & Associates/in 按市值排列的前三大核心持股分别为：MSFT (10.4%)、IVV (4.3%)、WMT (3.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.4% 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
COF
市值: US$469.5万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$361.8万
在 Q2 2025 季度中，Lynch & Associates/in 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 26 个仓位、减仓 15 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 COF。 本季清仓仓位包含 DFSEUR。
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。