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: 0001596077
申报总市值
US$2.6亿
US$2.6亿
146 檔
15.1%
在 Q3 2025 申报期间，New England Research & Management, Inc.（CIK: 0001596077）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$2.6亿，共持有 146 个公开申报仓位。
New England Research & Management, Inc. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 15 个全新仓位及加仓 12 档持股的同时，亦同步清仓 13 档并减仓 10 档标的。
在资产配置集中度方面，New England Research & Management, Inc. 的前 5 大核心持股（包含 , AAPL, URI 等）合计占整体申报市值的 15.1%，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 | ✓ | 股票-其他 | 4.45% | — | -18.66% | ||
| 2 | AAPL | Apple Inc | 股票-科技 | 4.39% | +0.63% | +4.50% | |
| 3 | URI | United Rentals Inc | 股票-工业 | 3.41% | +0.63% | -11.49% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.04% | — | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.59% | -0.13% | +7.66% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.50% | -0.06% | -1.26% | |
| 7 | ✓ | 股票-其他 | 2.46% | — | +3.45% | ||
| 8 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 2.15% | -0.14% | -2.20% | |
| 9 | ✓ | 股票-其他 | 2.11% | — | -3.13% | ||
| 10 | CSX | Csx CORP | 股票-工业 | 1.95% | +0.10% | +4.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.82% | -0.13% | — | |
| 12 | ✓ | 股票-其他 | 1.73% | — | +6.31% | ||
| 13 | ✓ | 股票-其他 | 1.62% | — | +34.07% | ||
| 14 | ✓ | 股票-其他 | 1.59% | — | -4.75% | ||
| 15 | H | Hyatt Hotels CORP - Cl A | 股票-周期性消费 | 1.52% | — | +0.34% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | +0.15% | -1.03% | |
| 17 | SYY | Sysco CORP | 股票-非周期性消费 | 1.38% | +0.30% | -1.08% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.38% | +0.32% | +32.09% | |
| 19 | ✓ | 股票-其他 | 1.36% | — | +11.16% | ||
| 20 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.26% | -0.02% | +80.32% | |
| 21 | DELL | Dell Technologies Inc. | 股票-科技 | 1.18% | — | -35.02% | |
| 22 | UBER | Uber Technologies Inc | 股票-工业 | 1.17% | -1.35% | EXIT | |
| 23 | ✓ | 股票-其他 | 1.16% | — | -2.08% | ||
| 24 | MS | Morgan Stanley | 股票-金融 | 1.12% | +0.21% | -1.57% | |
| 25 | GEV | GE Vernova Inc | 股票-工业 | 1.10% | +1.01% | +450.70% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.51% | — | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.02% | -0.96% | EXIT | |
| 28 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.98% | +0.57% | +10.41% | |
| 29 | ✓ | 股票-其他 | 0.96% | — | -3.74% | ||
| 30 | ✓ | 股票-其他 | 0.93% | — | +37.88% | ||
| 31 | ✓ | 股票-其他 | 0.91% | — | +22.04% | ||
| 32 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.88% | +0.14% | +1.67% | |
| 33 | ✓ | 股票-其他 | 0.88% | — | +41.58% | ||
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | +0.43% | -12.85% | |
| 35 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.85% | +0.07% | -19.64% | |
| 36 | ✓ | 股票-其他 | 0.85% | — | +24.12% | ||
| 37 | ✓ | 股票-其他 | 0.83% | — | -3.61% | ||
| 38 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.81% | — | — | |
| 39 | ✓ | 股票-其他 | 0.79% | — | +41.87% | ||
| 40 | LII | Lennox International Inc | 股票-工业 | 0.74% | -0.11% | EXIT | |
| 41 | ✓ | 股票-其他 | 0.74% | — | +18.18% | ||
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.73% | +0.15% | NEW | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.72% | -0.28% | — | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.70% | -0.03% | — | |
| 45 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.69% | — | +77.14% | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.69% | +0.49% | -1.24% | |
| 47 | COF | Capital One Financial CORP | 股票-金融 | 0.68% | -2.01% | EXIT | |
| 48 | ARW | Arrow Electronics Inc | 股票-科技 | 0.67% | — | — | |
| 49 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.67% | -0.90% | EXIT | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.66% | -0.05% | +68.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.9% | +34.07% | 加仓 | |
| 2 | ✓ | +0.8% | +3.45% | 加仓 | |
| 3 | PANW | Palo Alto Networks Inc | +0.8% | +63.02% | 加仓 |
| 4 | LULU | Lululemon Athletica Inc | +0.7% | — | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.6% | — | 加仓 |
| 6 | URI | United Rentals Inc | +0.6% | -11.49% | 减仓 |
| 7 | AVGO | Broadcom Inc | +0.6% | -1.03% | 减仓 |
| 8 | VRT | Vertiv Holdings Co-a | +0.6% | +10.41% | 加仓 |
| 9 | ✓ | +0.6% | -18.66% | 减仓 | |
| 10 | ✓ | +0.6% | +6.31% | 加仓 | |
| 11 | LEN | Lennar Corp-a | +0.5% | +80.32% | 加仓 |
| 12 | AAPL | Apple Inc | +0.5% | +4.50% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.4% | +7.66% | 加仓 |
| 14 | GEV | GE Vernova Inc | +0.4% | +450.70% | 减仓 |
| 15 | IBM | Intl Business Machines CORP | +0.4% | +32.09% | 加仓 |
| 16 | ✓ | +0.3% | -2.08% | 减仓 | |
| 17 | CSX | Csx CORP | +0.2% | +4.09% | 加仓 |
| 18 | HD | Home Depot Inc | -0.6% | -49.61% | 减仓 |
| 19 | ABT | Abbott Laboratories | -0.6% | — | 减仓 |
| 20 | TOL | Toll Brothers Inc | -0.7% | -65.88% | 减仓 |
| 21 | CHD | Church & Dwight Co Inc | -1% | -2.20% | 减仓 |
| 22 | GS | Goldman Sachs Group Inc | -1.7% | -77.91% | 减仓 |
| 23 | ✓ | — | EXIT | 清仓 | |
| 24 | AWK | American Water Works Co Inc | — | NEW | 新建仓 |
| 25 | ✓ | — | NEW | 新建仓 | |
| 26 | ✓ | — | NEW | 新建仓 | |
| 27 | ABNB | Airbnb Inc-class A | — | NEW | 新建仓 |
| 28 | COF | Capital One Financial CORP | — | NEW | 新建仓 |
| 29 | ARW | Arrow Electronics Inc | — | NEW | 新建仓 |
| 30 | DHI | Dr Horton Inc | — | NEW | 新建仓 |
| 31 | CRWD | Crowdstrike Holdings Inc - A | — | EXIT | 清仓 |
| 32 | ✓ | — | NEW | 新建仓 | |
| 33 | MAS | Masco CORP | — | EXIT | 清仓 |
| 34 | DAL | Delta Air Lines Inc | — | EXIT | 清仓 |
| 35 | CMA | Comerica Inc | — | EXIT | 清仓 |
| 36 | MLM | Martin Marietta Materials | — | EXIT | 清仓 |
| 37 | ✓ | — | NEW | 新建仓 | |
| 38 | PCAR | Paccar Inc | — | EXIT | 清仓 |
| 39 | NTRA | Natera Inc | — | NEW | 新建仓 |
| 40 | LUV | Southwest Airlines Co | — | EXIT | 清仓 |
| 41 | ✓ | — | NEW | 新建仓 | |
| 42 | RY | Royal Bank Of Canada | — | NEW | 新建仓 |
| 43 | APH | Amphenol Corp-cl A | — | EXIT | 清仓 |
| 44 | MAR | Marriott International -cl A | — | EXIT | 清仓 |
| 45 | BSX | Boston Scientific CORP | — | NEW | 新建仓 |
| 46 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | 新建仓 |
| 47 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 48 | FLR | Fluor CORP | — | EXIT | 清仓 |
| 49 | ✓ | — | NEW | 新建仓 | |
| 50 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，New England Research & Management, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 146 个公开持股仓位。
在 Q3 2025 季度，New England Research & Management, Inc. 按市值排列的前三大核心持股分别为： (4.5%)、AAPL (4.4%)、URI (3.4%)。其中最大持股仓位 占据整体投资组合约 4.5% 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
AWK
市值: US$191.0万
本季最大获利了结 / 清仓标的
前期市值: US$365.9万
在 Q3 2025 季度中，New England Research & Management, Inc. 共进行了 50 项持仓异动，包含新建仓 15 个仓位、加仓 12 个仓位、减仓 10 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 AWK。 本季清仓仓位包含 。
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。