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: 0001331074
申报总市值
US$4.1亿
US$4.1亿
204 檔
13.7%
在 Q4 2025 申报期间，Mcdonald Partners LLC（CIK: 0001331074）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.1亿，共持有 204 个公开申报仓位。
在 Q4 2025，Mcdonald Partners LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 97 个仓位并完全清仓 34 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，Mcdonald Partners LLC 的前 5 大核心持股（包含 MSFT, ETN, AAPL 等）合计占整体申报市值的 13.7%，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 204 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 | 4.53% | -0.39% | -6.82% | |
| 2 | ETN | Eaton Corporation plc | 股票-工业 | 3.72% | +0.73% | -4.18% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.67% | -0.36% | -8.80% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.98% | -0.62% | -5.13% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.88% | +0.05% | -3.34% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.57% | +0.48% | +1.04% | |
| 7 | RTX | Rtx CORP | 股票-工业 | 2.28% | -0.11% | +2.63% | |
| 8 | LITE | Lumentum Holdings Inc | 股票-科技 | 1.95% | +0.60% | -3.53% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.79% | +0.29% | +6.69% | |
| 10 | PNR | Pentair plc | 股票-工业 | 1.76% | -0.03% | +3.94% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | +0.37% | -2.03% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.69% | +0.29% | — | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.67% | +0.02% | -7.03% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 1.66% | +0.07% | -9.07% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | +0.28% | -9.78% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.44% | -0.80% | +1.93% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.26% | -0.77% | -7.49% | |
| 18 | CRH | CRH plc | 股票-原材料 | 1.23% | +0.24% | +13.46% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.20% | -0.62% | -2.45% | |
| 20 | HON | Honeywell International Inc | 股票-工业 | 1.20% | -1.02% | EXIT | |
| 21 | LHX | L3harris Technologies Inc | 股票-工业 | 1.15% | -0.22% | -8.41% | |
| 22 | MWA | Mueller Water Products Inc-a | 股票-工业 | 1.14% | -0.07% | +20.73% | |
| 23 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.12% | +0.14% | +2.04% | |
| 24 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.09% | -0.19% | +5.01% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.08% | +0.24% | -10.80% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | +0.30% | -16.18% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.06% | +0.12% | +2.03% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.05% | -20.11% | |
| 29 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.96% | -0.20% | -3.49% | |
| 30 | C | Citigroup Inc | 股票-金融 | 0.96% | -0.89% | +3.07% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.87% | -0.06% | -3.80% | |
| 32 | PGR | Progressive CORP | 股票-金融 | 0.87% | -0.09% | +83.25% | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.80% | -0.58% | -20.16% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | +0.16% | -7.15% | |
| 35 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 0.77% | -0.08% | -7.86% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.74% | +0.12% | -7.73% | |
| 37 | PFE | Pfizer Inc | 股票-医疗保健 | 0.74% | -0.09% | +27.96% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.74% | +0.03% | +4.89% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.73% | -1.20% | -17.68% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.72% | -0.24% | -25.26% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | -0.75% | -37.37% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -1.40% | -12.45% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -1.23% | -1.73% | |
| 44 | CMI | Cummins Inc | 股票-工业 | 0.69% | +0.22% | +13.63% | |
| 45 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.66% | +0.06% | +13.38% | |
| 46 | RPM | Rpm International Inc | 股票-原材料 | 0.64% | +0.11% | — | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.63% | +0.30% | -13.48% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.62% | +0.17% | +21.94% | |
| 49 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.62% | -0.12% | +1.13% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.62% | -0.12% | -16.96% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +1.1% | -3.53% | 减仓 |
| 2 | PGR | Progressive CORP | +0.4% | +83.25% | 加仓 |
| 3 | BMY | Bristol-myers Squibb Co | +0.4% | +284.42% | 加仓 |
| 4 | RTX | Rtx CORP | +0.4% | +2.63% | 加仓 |
| 5 | MAR | Marriott International -cl A | +0.3% | +2.04% | 加仓 |
| 6 | CRH | CRH plc | +0.3% | +13.46% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +6.69% | 加仓 |
| 8 | CMI | Cummins Inc | +0.2% | +13.63% | 加仓 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.2% | -2.45% | 减仓 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.04% | 加仓 |
| 11 | GILD | Gilead Sciences Inc | +0.2% | +5.01% | 加仓 |
| 12 | C | Citigroup Inc | +0.2% | +3.07% | 加仓 |
| 13 | PFE | Pfizer Inc | +0.2% | +27.96% | 加仓 |
| 14 | MWA | Mueller Water Products Inc-a | +0.2% | +20.73% | 加仓 |
| 15 | EQIN | Columbia US Eqty Inc ETF | +0.2% | +164.07% | 加仓 |
| 16 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | +77.28% | 加仓 |
| 17 | FCX | Freeport-mcmoran Inc | +0.2% | +1.13% | 加仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.73% | 减仓 |
| 19 | GS | Goldman Sachs Group Inc | +0.2% | +2.03% | 加仓 |
| 20 | AMGN | Amgen Inc | +0.2% | -9.07% | 减仓 |
| 21 | LECO | Lincoln Electric Holdings | +0.2% | +103.78% | 加仓 |
| 22 | KEY | Keycorp | +0.1% | +34.26% | 加仓 |
| 23 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +21.94% | 加仓 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +5.96% | 加仓 |
| 25 | LRCX | Lam Research CORP | +0.1% | -0.55% | 减仓 |
| 26 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | — | 不变 |
| 27 | HBAN | Huntington Bancshares Inc | +0.1% | +13.38% | 加仓 |
| 28 | AAPL | Apple Inc | +0.1% | -8.80% | 减仓 |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +15.53% | 加仓 |
| 30 | ABBV | Abbvie Inc | +0.1% | +1.93% | 加仓 |
| 31 | FSK | Fs Kkr Capital CORP | +0.1% | +102.77% | 加仓 |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | -5.13% | 减仓 |
| 33 | ILMN | Illumina Inc | +0.1% | -1.43% | 减仓 |
| 34 | UPS | United Parcel Service-cl B | +0.1% | -4.53% | 减仓 |
| 35 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +4.89% | 加仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.34% | 减仓 |
| 37 | VEA | Vanguard Ftse Developed ETF | +0.1% | +9.29% | 加仓 |
| 38 | JNJ | Johnson & Johnson | +0.1% | -2.11% | 减仓 |
| 39 | PNR | Pentair plc | +0.1% | +3.94% | 加仓 |
| 40 | NVDA | Nvidia CORP | +0.1% | -2.03% | 减仓 |
| 41 | PNC | Pnc Financial Services Group | +0.1% | +3.54% | 加仓 |
| 42 | CAIE | Calamos Autocallable Inc ETF | +0.1% | +10.00% | 加仓 |
| 43 | APO | Apollo Global Management Inc | +0.1% | +0.92% | 加仓 |
| 44 | NDSN | Nordson CORP | +0.1% | -0.36% | 减仓 |
| 45 | ROKU | Roku Inc | +0.1% | -3.41% | 减仓 |
| 46 | IBM | Intl Business Machines CORP | 0% | -7.49% | 减仓 |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +42.86% | 加仓 |
| 48 | MSGS | Madison Square Garden Sports | 0% | -1.23% | 减仓 |
| 49 | PDO | Pimco Dynamic Income Opport | 0% | +17.95% | 加仓 |
| 50 | TJX | Tjx Companies Inc | 0% | +17.02% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mcdonald Partners LLC 在 Q4 2025 季度的美股持仓总市值约为 US$4.1亿，共申报了 204 个公开持股仓位。
在 Q4 2025 季度，Mcdonald Partners LLC 按市值排列的前三大核心持股分别为：MSFT (4.5%)、ETN (3.7%)、AAPL (3.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.5% 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
RPM
市值: US$204.4万
本季最大获利了结 / 清仓标的
META
前期市值: US$121.3万
在 Q4 2025 季度中，Mcdonald Partners LLC 共进行了 192 项持仓异动，包含新建仓 15 个仓位、加仓 46 个仓位、减仓 97 个仓位以及清仓 34 个仓位。 其中最大新建仓标的为 RPM。 本季清仓仓位包含 META。
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。