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: 0000071210
申报总市值
US$15.5亿
US$15.5亿
245 檔
24.4%
在 Q4 2025 的 13F 官方备案中，Neville Rodie & Shaw Inc 管理的美股投资组合规模来到 US$15.5亿，整体持股档数为 245 档。
在 Q4 2025，Neville Rodie & Shaw Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 1 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，Neville Rodie & Shaw Inc 的前 5 大核心持股（包含 AAPL, GOOGL, MSFT 等）合计占整体申报市值的 24.4%，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 245 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 | AAPL | Apple Inc | 股票-科技 | 8.71% | +0.07% | -1.56% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.63% | +0.50% | -0.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.20% | -0.72% | +0.39% | |
| 4 | PWR | Quanta Services Inc | 股票-工业 | 3.89% | +0.41% | -1.83% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 3.14% | +2.94% | -2.54% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.12% | +0.17% | -0.88% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.99% | -0.06% | -1.45% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.66% | -0.10% | -0.69% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.44% | -0.24% | -1.70% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.43% | -0.26% | +2.15% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.33% | -0.25% | +1.55% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.02% | +0.02% | -0.20% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.88% | -0.38% | -1.32% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.86% | -0.80% | -5.32% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.70% | -0.02% | +1.76% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.65% | -0.23% | +21.43% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.64% | -0.31% | -1.47% | |
| 18 | GE | General Electric | 股票-工业 | 1.63% | +0.28% | -0.86% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.45% | -0.05% | +35.68% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.36% | +0.09% | +0.84% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.36% | -0.30% | +11.93% | |
| 22 | BX | Blackstone Inc | 股票-金融 | 1.25% | -0.12% | -16.46% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.23% | -0.03% | +2.12% | |
| 24 | GAM | General American Investors | 股票-其他 | 1.22% | -0.04% | +999.41% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.16% | +0.18% | +1.11% | |
| 26 | FCNTX | Fidelity Contrafund | 股票-其他 | 1.06% | +0.10% | +2.76% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.98% | -0.19% | -1.81% | |
| 28 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.97% | — | -3.54% | |
| 29 | GEV | GE Vernova Inc | 股票-工业 | 0.81% | +0.18% | +2.16% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 0.80% | -0.15% | -8.94% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.80% | -0.12% | -3.81% | |
| 32 | J | Jacobs Solutions Inc | 股票-工业 | 0.79% | -0.11% | -1.90% | |
| 33 | NSC | Norfolk Southern CORP | 股票-工业 | 0.76% | -0.03% | -3.15% | |
| 34 | JHEQX | Jpmorgan Hedged Equity-i | 股票-其他 | 0.72% | -0.06% | -6.53% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.71% | +0.12% | -1.06% | |
| 36 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.69% | +0.16% | +3.14% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.65% | -0.04% | -28.58% | |
| 38 | CAT | Caterpillar Inc | 股票-工业 | 0.64% | +0.24% | -5.16% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | -0.07% | -2.83% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.61% | -0.24% | -6.94% | |
| 41 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.61% | +0.19% | +6.20% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.60% | +0.13% | +2.00% | |
| 43 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.60% | -0.32% | -26.37% | |
| 44 | ETN | Eaton Corporation plc | 股票-工业 | 0.53% | — | -37.84% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.50% | +0.01% | -0.40% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.49% | -0.04% | -40.60% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | -0.12% | -6.64% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.48% | +0.02% | -0.61% | |
| 49 | HON | Honeywell International Inc | 股票-工业 | 0.47% | -0.56% | EXIT | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.47% | -0.12% | -5.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -0.49% | 减仓 |
| 2 | GAM | General American Investors | +1.1% | +999.41% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.7% | +35.68% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -0.88% | 减仓 |
| 5 | LRCX | Lam Research CORP | +0.6% | -2.54% | 减仓 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.4% | +1.55% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.3% | +2.15% | 加仓 |
| 8 | BAC | Bank Of America CORP | +0.3% | +116.21% | 加仓 |
| 9 | ABBV | Abbvie Inc | +0.2% | +21.43% | 加仓 |
| 10 | AAPL | Apple Inc | +0.2% | -1.56% | 减仓 |
| 11 | AXP | American Express Co | +0.1% | +0.84% | 加仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | -5.16% | 减仓 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +2.12% | 加仓 |
| 14 | IBB | Ishares Biotechnology ETF | +0.1% | -0.40% | 减仓 |
| 15 | AMZN | Amazon.com Inc | +0.1% | -0.20% | 减仓 |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +3.14% | 加仓 |
| 17 | GEV | GE Vernova Inc | +0.1% | +2.16% | 加仓 |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | -1.88% | 减仓 |
| 19 | DHR | Danaher CORP | +0.1% | -2.32% | 减仓 |
| 20 | AVGO | Broadcom Inc | 0% | +1.11% | 加仓 |
| 21 | RSPT | Invesco S&p 500 Equal Weight | 0% | +6.20% | 加仓 |
| 22 | MOG-A | Moog Inc-class A | 0% | — | 不变 |
| 23 | GS | Goldman Sachs Group Inc | 0% | -0.61% | 减仓 |
| 24 | RTX | Rtx CORP | 0% | -3.81% | 减仓 |
| 25 | NEE | Nextera Energy Inc | 0% | -1.81% | 减仓 |
| 26 | V | Visa Inc-class A Shares | 0% | -0.69% | 减仓 |
| 27 | AMP | Ameriprise Financial Inc | -0.1% | -57.59% | 减仓 |
| 28 | COIN | Coinbase Global Inc -class A | -0.1% | -2.62% | 减仓 |
| 29 | SHEL | Shell Plc-adr | -0.1% | -12.97% | 减仓 |
| 30 | HON | Honeywell International Inc | -0.1% | -0.29% | 减仓 |
| 31 | UNH | Unitedhealth Group Inc | -0.1% | -15.59% | 减仓 |
| 32 | LIN | Linde plc | -0.1% | -0.26% | 减仓 |
| 33 | ADP | Automatic Data Processing | -0.1% | -0.55% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -2.83% | 减仓 |
| 35 | CVX | Chevron CORP | -0.1% | -6.94% | 减仓 |
| 36 | NSC | Norfolk Southern CORP | -0.1% | -3.15% | 减仓 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -28.58% | 减仓 |
| 38 | J | Jacobs Solutions Inc | -0.1% | -1.90% | 减仓 |
| 39 | COST | Costco Wholesale CORP | -0.2% | -1.32% | 减仓 |
| 40 | CRM | Salesforce Inc | -0.3% | -40.60% | 减仓 |
| 41 | HD | Home Depot Inc | -0.3% | -8.94% | 减仓 |
| 42 | NFLX | Netflix Inc | -0.3% | +16.74% | 加仓 |
| 43 | ZTS | Zoetis Inc | -0.4% | -26.37% | 减仓 |
| 44 | BX | Blackstone Inc | -0.5% | -16.46% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.5% | +0.39% | 加仓 |
| 46 | ETN | Eaton Corporation plc | -0.5% | -37.84% | 减仓 |
| 47 | TMUS | T-mobile US Inc | -0.5% | -76.57% | 减仓 |
| 48 | ORCL | Oracle CORP | -1.2% | -1.70% | 减仓 |
| 49 | DELL | Dell Technologies -c | — | NEW | 新建仓 |
| 50 | NOW | Servicenow Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Neville Rodie & Shaw Inc 在 Q4 2025 季度的美股持仓总市值约为 US$15.5亿，共申报了 245 个公开持股仓位。
在 Q4 2025 季度，Neville Rodie & Shaw Inc 按市值排列的前三大核心持股分别为：AAPL (8.7%)、GOOGL (5.6%)、MSFT (5.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.7% 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
DELL
市值: US$146.6万
本季最大获利了结 / 清仓标的
NOW
前期市值: US$90.6万
在 Q4 2025 季度中，Neville Rodie & Shaw Inc 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 14 个仓位、减仓 33 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 DELL。 本季清仓仓位包含 NOW。
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。