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: 0001070134
申报总市值
US$109.0亿
US$109.0亿
243 檔
31.1%
截至 Q4 2025 季度末，Mairs & Power Inc 的美股持仓估值约为 US$109.0亿，全数申报仓位共有 243 档。
在 Q4 2025，Mairs & Power Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 117 个仓位并完全清仓 16 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，Mairs & Power Inc 的前 5 大核心持股（包含 MSFT, NVDA, AMZN 等）合计占整体申报市值的 31.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 243 只）
| # | 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 | 8.90% | -0.67% | +0.39% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.88% | +0.15% | -11.24% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.76% | +0.14% | +1.44% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.13% | +0.74% | -3.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.96% | -0.40% | -6.25% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.57% | +0.47% | -3.58% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.19% | -0.11% | +2.94% | |
| 8 | GGG | Graco Inc | 股票-工业 | 3.08% | -0.67% | -0.72% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.71% | +0.08% | +1.44% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.64% | +0.09% | -22.38% | |
| 11 | TTC | Toro Co | 股票-工业 | 2.59% | -0.21% | -4.93% | |
| 12 | NVT | nVent Electric plc | 股票-工业 | 2.07% | +0.69% | -3.26% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.01% | -0.18% | +23.20% | |
| 14 | ECL | Ecolab Inc | 股票-原材料 | 1.95% | -0.08% | -0.83% | |
| 15 | MSI | Motorola Solutions Inc | 股票-科技 | 1.94% | -0.32% | +14.12% | |
| 16 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.94% | -0.34% | +6.41% | |
| 17 | LFUS | Littelfuse Inc | 股票-科技 | 1.90% | +0.01% | -4.30% | |
| 18 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.85% | -0.26% | -1.23% | |
| 19 | FAST | Fastenal Co | 股票-工业 | 1.80% | -0.15% | -1.09% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.60% | -0.45% | -18.38% | |
| 21 | TECH | Bio-techne CORP | 股票-医疗保健 | 1.57% | +0.28% | -1.42% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 1.55% | -0.45% | -20.39% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.46% | -0.04% | +1.20% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.42% | +0.41% | -1.76% | |
| 25 | FUL | H.b. Fuller Co. | 股票-原材料 | 1.38% | -0.19% | +0.09% | |
| 26 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 1.33% | -0.11% | -0.83% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.32% | -0.42% | -1.18% | |
| 28 | ROK | Rockwell Automation Inc | 股票-工业 | 1.24% | +0.13% | -19.58% | |
| 29 | ENTG | Entegris Inc | 股票-科技 | 1.09% | +0.54% | +12.98% | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 1.06% | -0.20% | -6.10% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.91% | -0.33% | -15.85% | |
| 32 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.86% | -0.02% | -9.46% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.85% | -0.15% | -2.05% | |
| 34 | TNC | Tennant Co | 股票-其他 | 0.76% | — | -19.41% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.75% | -0.10% | +0.42% | |
| 36 | WK | Workiva Inc | 股票-科技 | 0.60% | -0.07% | -3.84% | |
| 37 | 62C | Piper Sandler Cos | 股票-其他 | 0.57% | — | -4.74% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.57% | -0.01% | -6.22% | |
| 39 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.55% | -0.05% | -4.03% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.54% | — | +0.78% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.52% | -0.03% | +0.97% | |
| 42 | DCI | Donaldson Co Inc | 股票-工业 | 0.48% | -0.05% | -7.40% | |
| 43 | HON | Honeywell International Inc | 股票-工业 | 0.44% | -0.48% | EXIT | |
| 44 | CGNX | Cognex CORP | 股票-科技 | 0.41% | +0.26% | +91.03% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.39% | +0.13% | -0.55% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.39% | +1.01% | +98.35% | |
| 47 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.39% | -0.03% | -25.02% | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.38% | -0.10% | -4.14% | |
| 49 | IDA | Idacorp Inc | 股票-公用事业 | 0.37% | -0.01% | +5.34% | |
| 50 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.36% | — | -4.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -3.67% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +1% | -3.58% | 减仓 |
| 3 | AMZN | Amazon.com Inc | +0.5% | +1.44% | 加仓 |
| 4 | AAPL | Apple Inc | +0.4% | +2.94% | 加仓 |
| 5 | ZTS | Zoetis Inc | +0.3% | +15094.63% | 加仓 |
| 6 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | -0.83% | 减仓 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +23.20% | 加仓 |
| 8 | PANW | Palo Alto Networks Inc | +0.2% | +98.35% | 加仓 |
| 9 | V | Visa Inc-class A Shares | +0.2% | +1.44% | 加仓 |
| 10 | CGNX | Cognex CORP | +0.2% | +91.03% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.76% | 减仓 |
| 12 | TECH | Bio-techne CORP | +0.1% | -1.42% | 减仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +89.89% | 加仓 |
| 14 | CRM | Salesforce Inc | +0.1% | +0.42% | 加仓 |
| 15 | TRV | Travelers Cos Inc/the | +0.1% | +28.60% | 加仓 |
| 16 | ENTG | Entegris Inc | +0.1% | +12.98% | 加仓 |
| 17 | AMP | Ameriprise Financial Inc | 0% | +22.78% | 加仓 |
| 18 | PATK | Patrick Industries Inc | 0% | +126.78% | 加仓 |
| 19 | AXP | American Express Co | 0% | -6.22% | 减仓 |
| 20 | FUL | H.b. Fuller Co. | 0% | +0.09% | 加仓 |
| 21 | XOM | Exxon Mobil CORP | 0% | +23.87% | 加仓 |
| 22 | MMM | 3m Co | 0% | +0.78% | 加仓 |
| 23 | PG | Procter & Gamble Co/the | 0% | +14.77% | 加仓 |
| 24 | MINN | Mairs & Power Mn Muni Bond | 0% | +41.69% | 加仓 |
| 25 | MEDP | Medpace Holdings Inc | 0% | -4.19% | 减仓 |
| 26 | CAT | Caterpillar Inc | 0% | -1.36% | 减仓 |
| 27 | HUBG | Hub Group Inc-cl A | 0% | -7.83% | 减仓 |
| 28 | TTC | Toro Co | 0% | -4.93% | 减仓 |
| 29 | WEC | Wec Energy Group Inc | 0% | +6.41% | 加仓 |
| 30 | MRK | Merck & Co. Inc. | 0% | -0.36% | 减仓 |
| 31 | WWD | Woodward Inc | 0% | — | 不变 |
| 32 | XYL | Xylem Inc | 0% | +307.23% | 加仓 |
| 33 | AMAT | Applied Materials Inc | 0% | — | 不变 |
| 34 | JBTM | Jbt Marel CORP | 0% | -1.82% | 减仓 |
| 35 | NKE | Nike Inc -cl B | 0% | +24.47% | 加仓 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.23% | 加仓 |
| 37 | SOLV | Solventum CORP | 0% | -0.48% | 减仓 |
| 38 | IDA | Idacorp Inc | 0% | +5.34% | 加仓 |
| 39 | AXGN | Axogen Inc | 0% | — | 不变 |
| 40 | GLW | Corning Inc | 0% | -2.46% | 减仓 |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +108.89% | 加仓 |
| 42 | CIEN | Ciena CORP | 0% | — | 不变 |
| 43 | DCI | Donaldson Co Inc | 0% | -7.40% | 减仓 |
| 44 | RTX | Rtx CORP | 0% | — | 不变 |
| 45 | SCHB | Schwab US Broad Market ETF | 0% | — | 不变 |
| 46 | CSCO | Cisco Systems Inc | 0% | -3.06% | 减仓 |
| 47 | KO | Coca-cola Co/the | 0% | -0.85% | 减仓 |
| 48 | EMR | Emerson Electric Co | 0% | -1.84% | 减仓 |
| 49 | INTC | Intel CORP | 0% | — | 不变 |
| 50 | ONB | Old National Bancorp | — | -7.40% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mairs & Power Inc 在 Q4 2025 季度的美股持仓总市值约为 US$109.0亿，共申报了 243 个公开持股仓位。
在 Q4 2025 季度，Mairs & Power Inc 按市值排列的前三大核心持股分别为：MSFT (8.9%)、NVDA (8.9%)、AMZN (5.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.9% 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
ISRG
市值: US$3527.1万
本季最大获利了结 / 清仓标的
JAMF
前期市值: US$319.0万
在 Q4 2025 季度中，Mairs & Power Inc 共进行了 182 项持仓异动，包含新建仓 11 个仓位、加仓 38 个仓位、减仓 117 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 ISRG。 本季清仓仓位包含 JAMF。
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。