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: 0001050463
申报总市值
US$2.3亿
US$2.3亿
125 檔
16.9%
根据最新整理的 13F 季度数据集，Morgan Dempsey Capital Management LLC 于 Q4 2025 结束时的管理资产规模为 US$2.3亿。该机构在本季度申报了 125 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Morgan Dempsey Capital Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 36 个仓位并完全清仓 3 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，Morgan Dempsey Capital Management LLC 的前 5 大核心持股（包含 C, CSCO, XOM 等）合计占整体申报市值的 16.9%，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 | C | Citigroup Inc | 股票-金融 | 4.72% | -0.32% | -9.29% | |
| 2 | CSCO | Cisco Systems Inc | 股票-科技 | 3.88% | +0.14% | -9.47% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.63% | -1.03% | -9.38% | |
| 4 | T | At&t Inc | 股票-通信服务 | 3.56% | -1.16% | -9.45% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 3.44% | +0.02% | -9.07% | |
| 6 | CMI | Cummins Inc | 股票-工业 | 3.43% | +0.84% | -9.44% | |
| 7 | ETR | Entergy CORP | 股票-公用事业 | 3.38% | -0.04% | -9.37% | |
| 8 | WEC | Wec Energy Group Inc | 股票-公用事业 | 3.32% | -0.09% | -9.32% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 3.13% | +0.81% | -9.91% | |
| 10 | GD | General Dynamics CORP | 股票-工业 | 3.03% | — | -9.23% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.94% | -0.14% | +0.07% | |
| 12 | CME | Cme Group Inc | 股票-金融 | 2.93% | -0.80% | +32.52% | |
| 13 | MDT | Medtronic plc | 股票-医疗保健 | 2.89% | -0.29% | -9.55% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.87% | -0.80% | -9.40% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工业 | 2.85% | -0.58% | -9.21% | |
| 16 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.78% | +0.09% | -9.66% | |
| 17 | PBA | Pembina Pipeline CORP | 股票-能源 | 2.75% | +0.01% | -9.59% | |
| 18 | PRU | Prudential Financial Inc | 股票-金融 | 2.56% | -0.09% | -9.47% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.56% | +1.70% | -4.70% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.42% | -0.50% | -9.47% | |
| 21 | ES | Eversource Energy | 股票-公用事业 | 2.41% | +0.03% | -9.40% | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 2.38% | +0.14% | -9.69% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事业 | 2.38% | -0.16% | -9.41% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工业 | 2.35% | +0.67% | -6.86% | |
| 25 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.31% | +0.08% | -8.84% | |
| 26 | SO | Southern Co/the | 股票-公用事业 | 2.22% | -0.09% | -9.69% | |
| 27 | OKE | Oneok Inc | 股票-能源 | 2.21% | -0.17% | +4.84% | |
| 28 | MAIN | Main Street Capital CORP | 股票-金融 | 2.16% | -1.72% | -9.40% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.16% | +0.31% | +23.83% | |
| 30 | CCI | Crown Castle Inc | 股票-房地产 | 2.13% | -0.11% | -9.83% | |
| 31 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 2.07% | -0.09% | +10.72% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 1.55% | +0.60% | -8.94% | |
| 33 | VOYA | Voya Financial Inc | 股票-金融 | 1.50% | +1.00% | -9.28% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.45% | +0.35% | +37868.52% | |
| 35 | GIS | General Mills Inc | 股票-非周期性消费 | 1.36% | -0.99% | -7.19% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.35% | +0.14% | -10.64% | |
| 37 | MDLV | Morgan Dempsey Lc Value ETF | ETF-其他 | 0.47% | -0.13% | +8.79% | |
| 38 | EGY | Vaalco Energy Inc | 股票-其他 | 0.26% | -0.11% | +2.89% | |
| 39 | DAC | Danaos Corporation | 股票-其他 | 0.21% | +0.03% | — | |
| 40 | TATT | TAT Technologies Ltd. | 股票-其他 | 0.19% | +0.07% | — | |
| 41 | ESP | Espey Mfg & Electronics CORP | 股票-其他 | 0.18% | +0.04% | — | |
| 42 | FEIM | Frequency Electronics Inc | 股票-其他 | 0.17% | +0.11% | — | |
| 43 | BKTI | Bk Technologies CORP | 股票-其他 | 0.16% | +0.02% | -12.03% | |
| 44 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.16% | +0.10% | — | |
| 45 | POWL | Powell Industries Inc | 股票-工业 | 0.15% | — | — | |
| 46 | NRC | Nrc Health | 股票-其他 | 0.14% | — | — | |
| 47 | UCTT | Ultra Clean Holdings Inc | 股票-其他 | 0.14% | — | — | |
| 48 | MYRG | Myr Group Inc/delaware | 股票-工业 | 0.13% | -0.16% | EXIT | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.12% | +0.01% | — | |
| 50 | OPXS | Optex Systems Holdings Inc | 股票-其他 | 0.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +1.5% | +37868.52% | 加仓 |
| 2 | CME | Cme Group Inc | +0.9% | +32.52% | 加仓 |
| 3 | RIO | Rio Tinto Plc-spon Adr | +0.7% | +10.72% | 加仓 |
| 4 | MCD | Mcdonald's CORP | +0.6% | +23.83% | 加仓 |
| 5 | C | Citigroup Inc | +0.6% | -9.29% | 减仓 |
| 6 | CMI | Cummins Inc | +0.6% | -9.44% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.5% | +0.07% | 加仓 |
| 8 | MRK | Merck & Co. Inc. | +0.5% | -8.84% | 减仓 |
| 9 | UPS | United Parcel Service-cl B | +0.4% | -6.86% | 减仓 |
| 10 | CSCO | Cisco Systems Inc | +0.4% | -9.47% | 减仓 |
| 11 | WFC | Wells Fargo & Co | +0.4% | -9.07% | 减仓 |
| 12 | OKE | Oneok Inc | +0.3% | +4.84% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | -9.38% | 减仓 |
| 14 | PRU | Prudential Financial Inc | +0.2% | -9.47% | 减仓 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | -9.91% | 减仓 |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | -4.70% | 减仓 |
| 17 | KO | Coca-cola Co/the | +0.1% | -9.66% | 减仓 |
| 18 | MDLV | Morgan Dempsey Lc Value ETF | +0.1% | +8.79% | 加仓 |
| 19 | FEIM | Frequency Electronics Inc | +0.1% | — | 不变 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +43.93% | 加仓 |
| 21 | MDT | Medtronic plc | 0% | -9.55% | 减仓 |
| 22 | VOYA | Voya Financial Inc | 0% | -9.28% | 减仓 |
| 23 | PM | Philip Morris International | 0% | -9.69% | 减仓 |
| 24 | UNP | Union Pacific CORP | 0% | -8.94% | 减仓 |
| 25 | BKTI | Bk Technologies CORP | 0% | -12.03% | 减仓 |
| 26 | IBIT | Ishares Bitcoin Trust ETF | 0% | -77.82% | 减仓 |
| 27 | SBUX | Starbucks CORP | 0% | -10.64% | 减仓 |
| 28 | KE | Kimball Electronics Inc | -0.1% | -56.10% | 减仓 |
| 29 | ETR | Entergy CORP | -0.1% | -9.37% | 减仓 |
| 30 | GD | General Dynamics CORP | -0.1% | -9.23% | 减仓 |
| 31 | CVX | Chevron CORP | -0.1% | -9.40% | 减仓 |
| 32 | GIS | General Mills Inc | -0.1% | -7.19% | 减仓 |
| 33 | LMT | Lockheed Martin CORP | -0.1% | -9.21% | 减仓 |
| 34 | MAIN | Main Street Capital CORP | -0.1% | -9.40% | 减仓 |
| 35 | DUK | Duke Energy CORP | -0.2% | -9.41% | 减仓 |
| 36 | ES | Eversource Energy | -0.2% | -9.40% | 减仓 |
| 37 | PBA | Pembina Pipeline CORP | -0.2% | -9.59% | 减仓 |
| 38 | VZ | Verizon Communications Inc | -0.2% | -9.47% | 减仓 |
| 39 | CCI | Crown Castle Inc | -0.2% | -9.83% | 减仓 |
| 40 | SO | Southern Co/the | -0.2% | -9.69% | 减仓 |
| 41 | WEC | Wec Energy Group Inc | -0.3% | -9.32% | 减仓 |
| 42 | T | At&t Inc | -0.5% | -9.45% | 减仓 |
| 43 | LYB | LyondellBasell Industries N.V. | -1.3% | -99.38% | 减仓 |
| 44 | PG | Procter & Gamble Co/the | -1.6% | -99.45% | 减仓 |
| 45 | PFE | Pfizer Inc | -1.9% | -98.00% | 减仓 |
| 46 | ARE | Alexandria Real Estate Equit | — | EXIT | 清仓 |
| 47 | NRC | Nrc Health | — | NEW | 新建仓 |
| 48 | TRNS | Transcat Inc | — | EXIT | 清仓 |
| 49 | PENG | Penguin Solutions Inc | — | NEW | 新建仓 |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Morgan Dempsey Capital Management LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 125 个公开持股仓位。
在 Q4 2025 季度，Morgan Dempsey Capital Management LLC 按市值排列的前三大核心持股分别为：C (4.7%)、CSCO (3.9%)、XOM (3.6%)。其中最大持股仓位 C 占据整体投资组合约 4.7% 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
NRC
市值: US$29.6万
本季最大获利了结 / 清仓标的
ARE
前期市值: US$241.6万
在 Q4 2025 季度中，Morgan Dempsey Capital Management LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 8 个仓位、减仓 36 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 NRC。 本季清仓仓位包含 ARE。
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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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。