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
93 檔
12.2%
根据最新整理的 13F 季度数据集，Monte Financial Group, LLC 于 Q4 2025 结束时的管理资产规模为 US$3.1亿。该机构在本季度申报了 93 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Monte Financial Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 2 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，Monte Financial Group, LLC 的前 5 大核心持股（包含 WFC, RTX, JNJ 等）合计占整体申报市值的 12.2%，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 | WFC | Wells Fargo & Co | 股票-金融 | 3.23% | +0.01% | -14.13% | |
| 2 | RTX | Rtx CORP | 股票-工业 | 3.11% | +0.10% | -2.85% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.72% | -0.15% | -4.36% | |
| 4 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.60% | -2.23% | -7.57% | |
| 5 | HD | Home Depot Inc | 股票-周期性消费 | 2.48% | +0.44% | +0.73% | |
| 6 | AVY | Avery Dennison CORP | 股票-周期性消费 | 2.47% | +0.12% | +8.04% | |
| 7 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.46% | +0.58% | -0.43% | |
| 8 | BKR | Baker Hughes Co | 股票-能源 | 2.41% | -0.18% | +5.31% | |
| 9 | GAP | Gap Inc/the | 股票-周期性消费 | 2.35% | -0.53% | +3.16% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.33% | -0.39% | -1.95% | |
| 11 | UPS | United Parcel Service-cl B | 股票-工业 | 2.32% | -0.04% | -6.50% | |
| 12 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.28% | -0.06% | -2.48% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 2.28% | -0.04% | -0.44% | |
| 14 | OMC | Omnicom Group | 股票-通信服务 | 2.27% | -2.02% | EXIT | |
| 15 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 2.26% | -0.12% | -5.50% | |
| 16 | PFE | Pfizer Inc | 股票-医疗保健 | 2.23% | -0.98% | -7.09% | |
| 17 | EOG | Eog Resources Inc | 股票-能源 | 2.22% | -0.14% | +7.12% | |
| 18 | PKG | Packaging CORP Of America | 股票-周期性消费 | 2.20% | +0.23% | — | |
| 19 | GLW | Corning Inc | 股票-科技 | 2.15% | -0.12% | -16.38% | |
| 20 | RF | Regions Financial CORP | 股票-金融 | 2.13% | +0.19% | -1.20% | |
| 21 | MTB | M & T Bank CORP | 股票-金融 | 2.12% | +0.17% | +10.11% | |
| 22 | CME | Cme Group Inc | 股票-金融 | 2.10% | -0.34% | -1.95% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.00% | -0.02% | -1.01% | |
| 24 | SWK | Stanley Black & Decker Inc | 股票-工业 | 1.97% | +0.42% | -2.31% | |
| 25 | DELL | Dell Technologies -c | 股票-科技 | 1.81% | -0.79% | -21.16% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.80% | +0.52% | +8.21% | |
| 27 | PPG | Ppg Industries Inc | 股票-原材料 | 1.79% | -0.10% | +14.24% | |
| 28 | GRMN | Garmin Ltd. | 股票-科技 | 1.67% | +0.31% | -8.97% | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.61% | +0.15% | -0.94% | |
| 30 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.61% | -0.10% | +10.21% | |
| 31 | CDW | Cdw Corp/de | 股票-科技 | 1.59% | +0.65% | — | |
| 32 | CPB | THE Campbell's Company | 股票-非周期性消费 | 1.59% | -1.39% | EXIT | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | +0.22% | -2.38% | |
| 34 | MDT | Medtronic plc | 股票-医疗保健 | 1.51% | +0.82% | -0.84% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 1.35% | +0.46% | -1.16% | |
| 36 | WSO | Watsco Inc | 股票-工业 | 1.27% | -0.28% | -1.26% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 1.15% | +0.09% | -5.11% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | +0.06% | -1.86% | |
| 39 | PH | Parker Hannifin CORP | 股票-工业 | 0.82% | -0.03% | -0.16% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.81% | +0.02% | -2.09% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | -0.06% | -11.21% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.07% | +0.73% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.70% | — | — | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | -0.04% | -27.03% | |
| 45 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.67% | +0.14% | +0.94% | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.66% | -0.01% | +4.02% | |
| 47 | MCO | Moody's CORP | 股票-金融 | 0.66% | — | +4.80% | |
| 48 | KLAC | Kla CORP | 股票-科技 | 0.66% | -0.22% | -25.55% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.64% | +0.05% | +0.99% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.64% | -0.05% | -17.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GAP | Gap Inc/the | +0.5% | +3.16% | 加仓 |
| 2 | AVY | Avery Dennison CORP | +0.5% | +8.04% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +175.35% | 加仓 |
| 4 | MRK | Merck & Co. Inc. | +0.4% | -1.01% | 减仓 |
| 5 | CSCO | Cisco Systems Inc | +0.3% | -0.44% | 减仓 |
| 6 | UPS | United Parcel Service-cl B | +0.3% | -6.50% | 减仓 |
| 7 | MTB | M & T Bank CORP | +0.3% | +10.11% | 加仓 |
| 8 | DE | Deere & Co | +0.2% | +218.78% | 加仓 |
| 9 | RTX | Rtx CORP | +0.2% | -2.85% | 减仓 |
| 10 | PPG | Ppg Industries Inc | +0.2% | +14.24% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | -4.36% | 减仓 |
| 12 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | — | 不变 |
| 13 | PH | Parker Hannifin CORP | +0.1% | -0.16% | 减仓 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.99% | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -11.21% | 减仓 |
| 16 | CB | Chubb Limited | +0.1% | +4.02% | 加仓 |
| 17 | MCO | Moody's CORP | +0.1% | +4.80% | 加仓 |
| 18 | AXP | American Express Co | +0.1% | -2.09% | 减仓 |
| 19 | LULU | Lululemon Athletica Inc | +0.1% | -3.91% | 减仓 |
| 20 | AME | Ametek Inc | +0.1% | +3.62% | 加仓 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +20.42% | 加仓 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不变 |
| 23 | SWK | Stanley Black & Decker Inc | 0% | -2.31% | 减仓 |
| 24 | SO | Southern Co/the | 0% | — | 不变 |
| 25 | CDNS | Cadence Design Sys Inc | -0.1% | -0.04% | 减仓 |
| 26 | OMC | Omnicom Group | -0.1% | -3.30% | 减仓 |
| 27 | CVX | Chevron CORP | -0.1% | -1.95% | 减仓 |
| 28 | APH | Amphenol Corp-cl A | -0.1% | -17.90% | 减仓 |
| 29 | ADP | Automatic Data Processing | -0.1% | +8.21% | 加仓 |
| 30 | TXN | Texas Instruments Inc | -0.1% | -1.16% | 减仓 |
| 31 | WFC | Wells Fargo & Co | -0.1% | -14.13% | 减仓 |
| 32 | KLAC | Kla CORP | -0.1% | -25.55% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.1% | -2.38% | 减仓 |
| 34 | ABT | Abbott Laboratories | -0.1% | -0.43% | 减仓 |
| 35 | PFE | Pfizer Inc | -0.2% | -7.09% | 减仓 |
| 36 | GLW | Corning Inc | -0.2% | -16.38% | 减仓 |
| 37 | NVDA | Nvidia CORP | -0.2% | -27.03% | 减仓 |
| 38 | HSY | Hershey Co/the | -0.3% | -7.57% | 减仓 |
| 39 | WSO | Watsco Inc | -0.3% | -1.26% | 减仓 |
| 40 | HD | Home Depot Inc | -0.4% | +0.73% | 加仓 |
| 41 | CPB | THE Campbell's Company | -0.5% | -14.37% | 减仓 |
| 42 | GRMN | Garmin Ltd. | -0.5% | -8.97% | 减仓 |
| 43 | DELL | Dell Technologies -c | -0.7% | -21.16% | 减仓 |
| 44 | CMCSA | Comcast Corp-class A | -1.8% | -79.33% | 减仓 |
| 45 | TGT | Target CORP | -2.2% | -91.67% | 减仓 |
| 46 | PKG | Packaging CORP Of America | — | NEW | 新建仓 |
| 47 | CDW | Cdw Corp/de | — | NEW | 新建仓 |
| 48 | GNRC | Generac Holdings Inc | — | EXIT | 清仓 |
| 49 | AXON | Axon Enterprise Inc | — | EXIT | 清仓 |
| 50 | FMAT | Fidelity Msci Materials Indx | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Monte Financial Group, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$3.1亿，共申报了 93 个公开持股仓位。
在 Q4 2025 季度，Monte Financial Group, LLC 按市值排列的前三大核心持股分别为：WFC (3.2%)、RTX (3.1%)、JNJ (2.7%)。其中最大持股仓位 WFC 占据整体投资组合约 3.2% 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
PKG
市值: US$590.9万
本季最大获利了结 / 清仓标的
GNRC
前期市值: US$130.8万
在 Q4 2025 季度中，Monte Financial Group, LLC 共进行了 47 项持仓异动，包含新建仓 3 个仓位、加仓 13 个仓位、减仓 29 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 PKG。 本季清仓仓位包含 GNRC。
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。