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: 0001272544
申报总市值
US$3.3亿
US$3.3亿
96 檔
28.0%
在 Q4 2025 申报期间，Montgomery Investment Management Inc（CIK: 0001272544）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$3.3亿，共持有 96 个公开申报仓位。
在 Q4 2025，Montgomery Investment Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 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，Montgomery Investment Management Inc 的前 5 大核心持股（包含 URI, VSEC, TFC 等）合计占整体申报市值的 28.0%，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 | URI | United Rentals Inc | 股票-工业 | 9.88% | +3.24% | -0.16% | |
| 2 | VSEC | Vse CORP | 股票-工业 | 8.61% | +0.69% | -3.68% | |
| 3 | TFC | Truist Financial CORP | 股票-金融 | 5.65% | -0.20% | -0.14% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.78% | +0.05% | -1.75% | |
| 5 | DE | Deere & Co | 股票-工业 | 4.22% | — | -1.68% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 3.98% | +0.08% | -0.51% | |
| 7 | NVR | Nvr Inc | 股票-周期性消费 | 3.46% | -0.24% | -9.60% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 3.28% | +0.86% | +1.73% | |
| 9 | COP | Conocophillips | 股票-能源 | 3.14% | -1.28% | -0.04% | |
| 10 | CAT | Caterpillar Inc | 股票-工业 | 2.95% | +1.17% | -0.25% | |
| 11 | LEN | Lennar Corp-a | 股票-周期性消费 | 2.47% | -0.20% | -1.09% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.42% | +0.08% | -0.16% | |
| 13 | FANG | Diamondback Energy Inc | 股票-能源 | 2.39% | -0.63% | -0.05% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.37% | -0.88% | -0.02% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.16% | — | |
| 16 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 2.06% | -0.11% | -0.06% | |
| 17 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 1.94% | -0.11% | -0.26% | |
| 18 | PSX | Phillips 66 | 股票-能源 | 1.81% | -0.45% | -0.25% | |
| 19 | VLO | Valero Energy CORP | 股票-能源 | 1.73% | -0.16% | — | |
| 20 | GIS | General Mills Inc | 股票-非周期性消费 | 1.72% | -0.22% | +0.19% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.66% | -0.11% | — | |
| 22 | NOW | Servicenow Inc | 股票-科技 | 1.38% | -0.14% | +400.00% | |
| 23 | CF | Cf Industries Holdings Inc | 股票-原材料 | 1.36% | -0.55% | -3.06% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | -0.11% | -0.21% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | +0.03% | +0.24% | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 1.08% | +0.05% | — | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.07% | +0.03% | — | |
| 28 | SU | Suncor Energy Inc | 股票-能源 | 0.90% | -0.35% | -0.18% | |
| 29 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.84% | — | -0.53% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.81% | -0.06% | — | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.81% | -0.11% | — | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.75% | -0.13% | — | |
| 33 | CCJ | Cameco CORP | 股票-能源 | 0.72% | -0.13% | — | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | -0.14% | +0.02% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.12% | — | |
| 36 | MRP | Millrose Properties | 股票-房地产 | 0.51% | -0.02% | -0.08% | |
| 37 | LGIH | Lgi Homes Inc | 股票-其他 | 0.50% | +0.15% | -1.53% | |
| 38 | HPQ | Hp Inc | 股票-科技 | 0.48% | -0.06% | -2.60% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.46% | -0.09% | — | |
| 40 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.43% | -0.04% | — | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | -0.01% | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.40% | -0.08% | -0.39% | |
| 43 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.37% | -0.06% | -0.19% | |
| 44 | DAL | Delta Air Lines Inc | 股票-工业 | 0.36% | +0.09% | -0.69% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | +0.02% | — | |
| 46 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.35% | +0.01% | -9.01% | |
| 47 | CVE | Cenovus Energy Inc | 股票-能源 | 0.34% | -0.06% | — | |
| 48 | ECG | Everus Construction Group | 股票-工业 | 0.32% | +0.09% | — | |
| 49 | KNF | Knife River CORP | 股票-原材料 | 0.31% | -0.04% | — | |
| 50 | MDU | Mdu Resources Group Inc | 股票-公用事业 | 0.31% | -0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.5% | -0.25% | 减仓 |
| 2 | TFC | Truist Financial CORP | +0.5% | -0.14% | 减仓 |
| 3 | FCX | Freeport-mcmoran Inc | +0.5% | -0.06% | 减仓 |
| 4 | MRK | Merck & Co. Inc. | +0.4% | — | 不变 |
| 5 | AAPL | Apple Inc | +0.3% | -1.75% | 减仓 |
| 6 | IBM | Intl Business Machines CORP | +0.3% | -0.51% | 减仓 |
| 7 | BAC | Bank Of America CORP | +0.2% | -0.16% | 减仓 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -0.21% | 减仓 |
| 9 | FANG | Diamondback Energy Inc | +0.2% | -0.05% | 减仓 |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +1.73% | 加仓 |
| 11 | RTX | Rtx CORP | +0.1% | — | 不变 |
| 12 | LLY | Eli Lilly & Co | +0.1% | — | 不变 |
| 13 | CCJ | Cameco CORP | +0.1% | — | 不变 |
| 14 | DAL | Delta Air Lines Inc | +0.1% | -0.69% | 减仓 |
| 15 | SU | Suncor Energy Inc | +0.1% | -0.18% | 减仓 |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.24% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不变 |
| 18 | NEE | Nextera Energy Inc | +0.1% | — | 不变 |
| 19 | PNC | Pnc Financial Services Group | +0.1% | — | 不变 |
| 20 | BTE | Baytex Energy CORP | +0.1% | — | 不变 |
| 21 | WMT | Walmart Inc | +0.1% | — | 不变 |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +0.08% | 加仓 |
| 23 | COP | Conocophillips | 0% | -0.04% | 减仓 |
| 24 | FDX | Fedex CORP | 0% | -1.75% | 减仓 |
| 25 | ODFL | Old Dominion Freight Line | 0% | — | 不变 |
| 26 | CVX | Chevron CORP | 0% | -0.02% | 减仓 |
| 27 | COST | Costco Wholesale CORP | 0% | -0.39% | 减仓 |
| 28 | RYN | Rayonier Inc | 0% | +5.02% | 加仓 |
| 29 | DGX | Quest Diagnostics Inc | 0% | -0.31% | 减仓 |
| 30 | ABT | Abbott Laboratories | 0% | — | 不变 |
| 31 | PHM | Pultegroup Inc | 0% | — | 不变 |
| 32 | KNF | Knife River CORP | 0% | — | 不变 |
| 33 | VLO | Valero Energy CORP | 0% | — | 不变 |
| 34 | MRP | Millrose Properties | -0.1% | -0.08% | 减仓 |
| 35 | ANET | Arista Networks Inc | -0.1% | -10.71% | 减仓 |
| 36 | PSX | Phillips 66 | -0.1% | -0.25% | 减仓 |
| 37 | LH | Labcorp Holdings Inc | -0.1% | — | 不变 |
| 38 | MSFT | Microsoft CORP | -0.1% | — | 不变 |
| 39 | GIS | General Mills Inc | -0.1% | +0.19% | 加仓 |
| 40 | LGIH | Lgi Homes Inc | -0.1% | -1.53% | 减仓 |
| 41 | HPQ | Hp Inc | -0.1% | -2.60% | 减仓 |
| 42 | CF | Cf Industries Holdings Inc | -0.2% | -3.06% | 减仓 |
| 43 | NOW | Servicenow Inc | -0.3% | +400.00% | 加仓 |
| 44 | LEN-B | Lennar CORP - B Shs | -0.5% | -0.26% | 减仓 |
| 45 | LEN | Lennar Corp-a | -0.5% | -1.09% | 减仓 |
| 46 | NVR | Nvr Inc | -0.7% | -9.60% | 减仓 |
| 47 | URI | United Rentals Inc | -1.5% | -0.16% | 减仓 |
| 48 | CRWD | Crowdstrike Holdings Inc - A | — | EXIT | 清仓 |
| 49 | PJT | Pjt Partners Inc - A | — | EXIT | 清仓 |
| 50 | AR | Antero Resources CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Montgomery Investment Management Inc 在 Q4 2025 季度的美股持仓总市值约为 US$3.3亿，共申报了 96 个公开持股仓位。
在 Q4 2025 季度，Montgomery Investment Management Inc 按市值排列的前三大核心持股分别为：URI (9.9%)、VSEC (8.6%)、TFC (5.7%)。其中最大持股仓位 URI 占据整体投资组合约 9.9% 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
AR
市值: US$20.3万
本季最大获利了结 / 清仓标的
CRWD
前期市值: US$35.4万
在 Q4 2025 季度中，Montgomery Investment Management Inc 共进行了 34 项持仓异动，包含新建仓 1 个仓位、加仓 6 个仓位、减仓 25 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AR。 本季清仓仓位包含 CRWD。
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。
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