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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001755651
申报总市值
US$3.1亿
US$3.1亿
92 檔
12.7%
Monte Financial Group, LLC 在 Q3 2025 季度的美股仓位总计估值为 US$3.1亿，分散于 92 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Monte Financial Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 23 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Monte Financial Group, LLC 的前 5 大核心持股（包含 WFC, RTX, HSY 等）合计占整体申报市值的 12.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
GAP
市值: US$510.5万
本季最大获利了结 / 清仓标的
ORLY
前期市值: US$117.3万
| # | 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 | WFC | Wells Fargo & Co | 股票-金融 | 3.33% | +0.01% | +0.08% | |
| 2 | RTX | Rtx CORP | 股票-工业 | 2.89% | +0.10% | -1.73% | |
| 3 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.86% | -2.23% | +0.43% | |
| 4 | HD | Home Depot Inc | 股票-周期性消费 | 2.86% | +0.44% | +1.10% | |
| 5 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.60% | +0.58% | +1.96% | |
| 6 | DELL | Dell Technologies -c | 股票-科技 | 2.54% | -0.79% | -12.99% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.52% | -0.15% | +0.53% | |
| 8 | PFE | Pfizer Inc | 股票-医疗保健 | 2.42% | -0.98% | +12.21% | |
| 9 | BKR | Baker Hughes Co | 股票-能源 | 2.42% | -0.18% | +14.80% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.39% | -0.39% | +4.98% | |
| 11 | TGT | Target CORP | 股票-周期性消费 | 2.38% | -0.11% | EXIT | |
| 12 | GLW | Corning Inc | 股票-科技 | 2.37% | -0.12% | -36.82% | |
| 13 | OMC | Omnicom Group | 股票-通信服务 | 2.33% | -2.02% | EXIT | |
| 14 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.27% | -0.12% | +1.53% | |
| 15 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.23% | -0.06% | +0.13% | |
| 16 | GRMN | Garmin Ltd. | 股票-科技 | 2.20% | +0.31% | -15.46% | |
| 17 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 2.20% | -0.12% | -11.21% | |
| 18 | EOG | Eog Resources Inc | 股票-能源 | 2.18% | -0.14% | +1.72% | |
| 19 | CME | Cme Group Inc | 股票-金融 | 2.09% | -0.34% | -0.37% | |
| 20 | CPB | THE Campbell's Company | 股票-非周期性消费 | 2.08% | -1.39% | EXIT | |
| 21 | RF | Regions Financial CORP | 股票-金融 | 2.07% | +0.19% | -11.17% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工业 | 2.06% | -0.04% | +24.73% | |
| 23 | AVY | Avery Dennison CORP | 股票-周期性消费 | 2.01% | +0.12% | +23.54% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 2.00% | -0.04% | -7.39% | |
| 25 | SWK | Stanley Black & Decker Inc | 股票-工业 | 1.99% | +0.42% | +0.79% | |
| 26 | GAP | Gap Inc/the | 股票-周期性消费 | 1.88% | -0.53% | +100.72% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.88% | +0.52% | +3.16% | |
| 28 | MTB | M & T Bank CORP | 股票-金融 | 1.87% | +0.17% | -13.73% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | +0.22% | -3.24% | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.62% | +0.15% | +1.14% | |
| 31 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.59% | -0.10% | -13.61% | |
| 32 | PPG | Ppg Industries Inc | 股票-原材料 | 1.59% | -0.10% | +1.71% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.59% | -0.02% | +4.66% | |
| 34 | WSO | Watsco Inc | 股票-工业 | 1.53% | -0.28% | +1.75% | |
| 35 | MDT | Medtronic plc | 股票-医疗保健 | 1.49% | +0.82% | +32.83% | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 1.43% | +0.46% | +2.10% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 1.12% | +0.09% | -3.19% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | +0.06% | -0.89% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | -0.04% | -2.46% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.77% | -0.22% | -0.15% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.74% | +0.02% | +5.32% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | +0.07% | +6.35% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.70% | -0.05% | -19.22% | |
| 44 | PH | Parker Hannifin CORP | 股票-工业 | 0.70% | -0.03% | -6.51% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.06% | +8.20% | |
| 46 | SO | Southern Co/the | 股票-公用事业 | 0.63% | -0.07% | — | |
| 47 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.62% | +0.14% | +4.59% | |
| 48 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.58% | -0.07% | -0.55% | |
| 49 | MCO | Moody's CORP | 股票-金融 | 0.58% | — | +0.36% | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.58% | — | -9.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BKR | Baker Hughes Co | +1.3% | +14.80% | 加仓 |
| 2 | AVY | Avery Dennison CORP | +0.4% | +23.54% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.3% | -2.46% | 减仓 |
| 4 | MSFT | Microsoft CORP | +0.3% | -3.24% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +4.59% | 加仓 |
| 6 | WFC | Wells Fargo & Co | +0.3% | +0.08% | 减仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +8.20% | 加仓 |
| 8 | OMC | Omnicom Group | +0.2% | +16.89% | 加仓 |
| 9 | KLAC | Kla CORP | +0.2% | -0.15% | 减仓 |
| 10 | RTX | Rtx CORP | +0.2% | -1.73% | 减仓 |
| 11 | AAPL | Apple Inc | +0.2% | -3.19% | 加仓 |
| 12 | IT | Gartner Inc | +0.2% | +169.55% | 加仓 |
| 13 | APH | Amphenol Corp-cl A | +0.2% | -19.22% | 减仓 |
| 14 | DELL | Dell Technologies -c | +0.1% | -12.99% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.89% | 不变 |
| 16 | AXP | American Express Co | +0.1% | +5.32% | 加仓 |
| 17 | GE | General Electric | +0.1% | -1.79% | 减仓 |
| 18 | TSLA | Tesla Inc | +0.1% | +1.54% | 加仓 |
| 19 | GLW | Corning Inc | +0.1% | -36.82% | 减仓 |
| 20 | TXN | Texas Instruments Inc | +0.1% | +2.10% | 加仓 |
| 21 | CDNS | Cadence Design Sys Inc | +0.1% | -0.55% | 加仓 |
| 22 | RF | Regions Financial CORP | +0.1% | -11.17% | 减仓 |
| 23 | TT | Trane Technologies plc | +0.1% | +3.71% | 加仓 |
| 24 | PH | Parker Hannifin CORP | 0% | -6.51% | 减仓 |
| 25 | LIN | Linde plc | 0% | +8.85% | 加仓 |
| 26 | TJX | Tjx Companies Inc | 0% | +10.50% | 加仓 |
| 27 | SWK | Stanley Black & Decker Inc | — | +0.79% | 减仓 |
| 28 | JNJ | Johnson & Johnson | 0% | +0.53% | 加仓 |
| 29 | CVX | Chevron CORP | 0% | +4.98% | 加仓 |
| 30 | PFE | Pfizer Inc | 0% | +12.21% | 加仓 |
| 31 | HD | Home Depot Inc | -0.1% | +1.10% | 加仓 |
| 32 | HSY | Hershey Co/the | -0.1% | +0.43% | 加仓 |
| 33 | HIG | Hartford Insurance Group Inc | -0.1% | +0.13% | 减仓 |
| 34 | UPS | United Parcel Service-cl B | -0.2% | +24.73% | 加仓 |
| 35 | SBUX | Starbucks CORP | -0.2% | +1.14% | 加仓 |
| 36 | GRMN | Garmin Ltd. | -0.2% | -15.46% | 减仓 |
| 37 | UNH | Unitedhealth Group Inc | -0.5% | -37.68% | 减仓 |
| 38 | APD | Air Products & Chemicals Inc | -0.5% | -13.61% | 减仓 |
| 39 | MRK | Merck & Co. Inc. | -0.6% | +4.66% | 减仓 |
| 40 | CSCO | Cisco Systems Inc | -0.6% | -7.39% | 减仓 |
| 41 | WSO | Watsco Inc | -0.7% | +1.75% | 加仓 |
| 42 | ABT | Abbott Laboratories | -0.8% | +1.96% | 减仓 |
| 43 | CMCSA | Comcast Corp-class A | -1% | +1.53% | 减仓 |
| 44 | GAP | Gap Inc/the | — | NEW | 新建仓 |
| 45 | MDT | Medtronic plc | — | NEW | 新建仓 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |
| 47 | ORLY | O'reilly Automotive Inc | — | EXIT | 清仓 |
| 48 | ULTA | Ulta Beauty Inc | — | EXIT | 清仓 |
| 49 | T | At&t Inc | — | NEW | 新建仓 |
| 50 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Monte Financial Group, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$3.1亿，共申报了 92 个公开持股仓位。
在 Q3 2025 季度，Monte Financial Group, LLC 按市值排列的前三大核心持股分别为：WFC (3.3%)、RTX (2.9%)、HSY (2.9%)。其中最大持股仓位 WFC 占据整体投资组合约 3.3% 的权重。
在 Q3 2025 季度中，Monte Financial Group, LLC 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 23 个仓位、减仓 19 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 GAP。 本季清仓仓位包含 ORLY。
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。
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。
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。