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
124 檔
22.9%
在 Q4 2025 的 13F 官方备案中，Lynch & Associates/in 管理的美股投资组合规模来到 US$5.7亿，整体持股档数为 124 档。
Lynch & Associates/in 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 23 档持股的同时，亦同步清仓 4 档并减仓 22 档标的。
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, IJH 等）合计占整体申报市值的 22.9%，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 | 9.27% | -0.48% | -0.74% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.32% | +0.20% | -0.70% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.91% | +0.19% | +1.87% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 3.81% | -0.65% | -4.48% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.44% | -0.13% | -1.37% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.21% | +0.10% | -2.24% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.01% | +0.19% | -1.10% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.79% | -3.85% | EXIT | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.62% | +0.14% | -0.37% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.54% | +0.13% | +4.60% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.36% | -0.14% | -0.10% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 2.19% | +0.83% | +0.06% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.97% | -0.39% | +2.58% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.85% | — | +2.87% | |
| 15 | EMR | Emerson Electric Co | 股票-工业 | 1.85% | +0.02% | -1.49% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.80% | +0.29% | -3.76% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.78% | +0.32% | +2.34% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.69% | +0.05% | +1.60% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.60% | +0.09% | +0.62% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.51% | -0.53% | +0.90% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.50% | +0.09% | -0.27% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 1.43% | -0.40% | +0.75% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.35% | +0.10% | +3.43% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.28% | -0.02% | +0.20% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.27% | -0.20% | -2.69% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.25% | -0.13% | +6.88% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.04% | +0.23% | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 1.18% | -0.14% | -1.71% | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.17% | -0.16% | +1.60% | |
| 30 | COF | Capital One Financial CORP | 股票-金融 | 1.08% | +0.01% | +1.40% | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.04% | -0.13% | -2.62% | |
| 32 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.01% | +0.21% | -0.02% | |
| 33 | HON | Honeywell International Inc | 股票-工业 | 0.98% | -1.11% | EXIT | |
| 34 | ✓ | 股票-其他 | 0.94% | -0.13% | +2.90% | ||
| 35 | FSFG | First Savings Financial Grp | 股票-其他 | 0.92% | — | — | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.84% | -0.02% | -1.12% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.84% | — | +1.87% | |
| 38 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.83% | +0.04% | -4.66% | |
| 39 | SYY | Sysco CORP | 股票-非周期性消费 | 0.80% | +0.05% | -3.11% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.78% | +0.05% | -7.45% | |
| 41 | ITW | Illinois Tool Works | 股票-工业 | 0.77% | -0.04% | -1.10% | |
| 42 | MMM | 3m Co | 股票-工业 | 0.76% | +0.02% | -0.04% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.74% | +0.08% | +2.65% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.71% | +0.37% | -18.38% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事业 | 0.68% | -0.07% | -2.21% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | -0.08% | -4.37% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.62% | +0.04% | +1.46% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.55% | +0.17% | +100.00% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | +0.02% | +0.85% | |
| 50 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.53% | +0.07% | +0.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.5% | +2.34% | 加仓 |
| 2 | MRK | Merck & Co. Inc. | +0.4% | +2.87% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.76% | 减仓 |
| 4 | JNJ | Johnson & Johnson | +0.3% | -1.37% | 减仓 |
| 5 | AAPL | Apple Inc | +0.2% | +4.60% | 加仓 |
| 6 | CSCO | Cisco Systems Inc | +0.2% | +0.06% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +2.40% | 加仓 |
| 8 | RTX | Rtx CORP | +0.2% | +6.88% | 加仓 |
| 9 | COF | Capital One Financial CORP | +0.1% | +1.40% | 加仓 |
| 10 | AMGN | Amgen Inc | +0.1% | +19.80% | 加仓 |
| 11 | MDT | Medtronic plc | +0.1% | +40.36% | 加仓 |
| 12 | USB | US Bancorp | +0.1% | +2.65% | 加仓 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | -0.37% | 减仓 |
| 14 | BAC | Bank Of America CORP | +0.1% | -0.27% | 减仓 |
| 15 | ✓ | +0.1% | +2.90% | 加仓 | |
| 16 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +17.92% | 加仓 |
| 17 | UPS | United Parcel Service-cl B | +0.1% | -7.45% | 减仓 |
| 18 | FHLC | Fidelity Msci Health Care | +0.1% | +2.65% | 加仓 |
| 19 | CVS | Cvs Health CORP | +0.1% | +9.94% | 加仓 |
| 20 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +15.80% | 加仓 |
| 21 | WMT | Walmart Inc | 0% | -4.48% | 减仓 |
| 22 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.87% | 加仓 |
| 23 | KO | Coca-cola Co/the | 0% | +0.20% | 加仓 |
| 24 | BMY | Bristol-myers Squibb Co | 0% | +23.70% | 加仓 |
| 25 | CGGR | Cap Group Growth Equity | 0% | +14.90% | 加仓 |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.60% | 加仓 |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | +3.43% | 加仓 |
| 28 | MCD | Mcdonald's CORP | 0% | +2.58% | 加仓 |
| 29 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.62% | 加仓 |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | -0.70% | 减仓 |
| 31 | CI | THE Cigna Group | -0.1% | -20.50% | 减仓 |
| 32 | MO | Altria Group Inc | -0.1% | -4.36% | 减仓 |
| 33 | GIS | General Mills Inc | -0.1% | -18.52% | 减仓 |
| 34 | DUK | Duke Energy CORP | -0.1% | -2.21% | 减仓 |
| 35 | ITW | Illinois Tool Works | -0.1% | -1.10% | 减仓 |
| 36 | KMB | Kimberly-clark CORP | -0.1% | -6.04% | 减仓 |
| 37 | HD | Home Depot Inc | -0.1% | -0.82% | 减仓 |
| 38 | HON | Honeywell International Inc | -0.1% | -0.88% | 减仓 |
| 39 | SYK | Stryker CORP | -0.1% | -1.71% | 减仓 |
| 40 | ABBV | Abbvie Inc | -0.1% | -1.10% | 减仓 |
| 41 | SYY | Sysco CORP | -0.2% | -3.11% | 减仓 |
| 42 | ABT | Abbott Laboratories | -0.2% | -2.69% | 减仓 |
| 43 | PG | Procter & Gamble Co/the | -0.2% | -0.10% | 减仓 |
| 44 | TXN | Texas Instruments Inc | -0.2% | -18.38% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.9% | -0.74% | 减仓 |
| 46 | TTE | TotalEnergies SE | — | NEW | 新建仓 |
| 47 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |
| 48 | CTAS | Cintas CORP | — | EXIT | 清仓 |
| 49 | DOW | Dow Inc | — | EXIT | 清仓 |
| 50 | INTC | Intel CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lynch & Associates/in 在 Q4 2025 季度的美股持仓总市值约为 US$5.7亿，共申报了 124 个公开持股仓位。
在 Q4 2025 季度，Lynch & Associates/in 按市值排列的前三大核心持股分别为：MSFT (9.3%)、IVV (4.3%)、IJH (3.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.3% 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
TTE
市值: US$203.1万
本季最大获利了结 / 清仓标的
TTEN
前期市值: US$184.8万
在 Q4 2025 季度中，Lynch & Associates/in 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 23 个仓位、减仓 22 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 TTE。 本季清仓仓位包含 TTEN。
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。