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: 0001729847
申报总市值
US$4.6亿
US$4.6亿
166 檔
19.4%
截至 Q4 2025 季度末，Nikulski Financial, Inc. 的美股持仓估值约为 US$4.6亿，全数申报仓位共有 166 档。
Nikulski Financial, Inc. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 30 个全新仓位及加仓 59 档持股的同时，亦同步清仓 17 档并减仓 75 档标的。
在资产配置集中度方面，Nikulski Financial, Inc. 的前 5 大核心持股（包含 AAPL, GOOGL, VIG 等）合计占整体申报市值的 19.4%，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 | AAPL | Apple Inc | 股票-科技 | 5.39% | +0.02% | +1.64% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.32% | +0.14% | -5.52% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.31% | -0.09% | -21.04% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.23% | +0.08% | +2.98% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.23% | +22.88% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.96% | — | -4.16% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.85% | -0.44% | +8.74% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.59% | -0.06% | -0.65% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.10% | +0.06% | -2.07% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.10% | +1.71% | +7.72% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.98% | +0.13% | -28.52% | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.81% | -0.06% | -31.94% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.79% | -0.17% | -32.95% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.79% | -0.08% | -9.28% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.71% | +1.44% | -18.55% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.64% | — | -21.12% | |
| 17 | CEG | Constellation Energy | 股票-公用事业 | 1.63% | -0.26% | -9.39% | |
| 18 | IPKW | Invesco International Buybac | ETF-其他 | 1.56% | -0.21% | +113.31% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.34% | -0.02% | +9.25% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | +0.02% | +2.15% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | -0.05% | +19.89% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.25% | +0.15% | -5.89% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.24% | +0.25% | +39.41% | |
| 24 | DE | Deere & Co | 股票-工业 | 1.23% | +0.03% | +31.84% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.08% | -0.10% | -6.22% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | -0.21% | +21.44% | |
| 27 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.03% | +0.68% | +209.55% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.99% | -0.08% | +4.79% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.97% | -0.21% | +4.41% | |
| 30 | WM | Waste Management Inc | 股票-工业 | 0.91% | -0.14% | +26.79% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.87% | -0.01% | +16.46% | |
| 32 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.86% | -0.13% | -14.50% | |
| 33 | AAAU | Goldman Sachs Physical Gold | ETF-避险与商品 | 0.84% | -0.32% | +3.35% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | -0.09% | -29.57% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.79% | -0.07% | -40.21% | |
| 36 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.78% | +0.11% | +355.87% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.78% | +0.68% | +8.78% | |
| 38 | TSLA | Tesla Inc | 股票-周期性消费 | 0.77% | +0.09% | +177.73% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.73% | -0.09% | -7.79% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.70% | -0.10% | +15.36% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.70% | -0.14% | +288.88% | |
| 42 | ALL | Allstate CORP | 股票-金融 | 0.69% | — | -0.88% | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.69% | -0.05% | -29.49% | |
| 44 | NFLX | Netflix Inc | 股票-通信服务 | 0.66% | -0.26% | +5162.12% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | -0.02% | -28.58% | |
| 46 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.63% | -0.19% | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | -0.01% | -19.11% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.60% | -0.17% | +57.08% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.60% | -0.05% | -27.71% | |
| 50 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.60% | -0.10% | +13.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IPKW | Invesco International Buybac | +0.8% | +113.31% | 加仓 |
| 2 | SMH | Vaneck Semiconductor ETF | +0.7% | +209.55% | 加仓 |
| 3 | XMMO | Invesco S&p Midcap Momentum | +0.6% | +355.87% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.52% | 减仓 |
| 5 | LLY | Eli Lilly & Co | +0.6% | +39.41% | 加仓 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.5% | +288.88% | 加仓 |
| 7 | NFLX | Netflix Inc | +0.5% | +5162.12% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.5% | +177.73% | 加仓 |
| 9 | FCX | Freeport-mcmoran Inc | +0.4% | +375.06% | 加仓 |
| 10 | HOOD | Robinhood Markets Inc - A | +0.4% | +221.15% | 加仓 |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.3% | +144.00% | 加仓 |
| 12 | XOP | Ss Spdr S&p Og Exp & Prod | +0.3% | +184.80% | 加仓 |
| 13 | SYK | Stryker CORP | +0.3% | +112.77% | 加仓 |
| 14 | MSFT | Microsoft CORP | +0.3% | +22.88% | 加仓 |
| 15 | DE | Deere & Co | +0.3% | +31.84% | 加仓 |
| 16 | PFIG | Invesco Fundamental Investme | +0.3% | +162.73% | 加仓 |
| 17 | AVAV | Aerovironment Inc | +0.2% | +157.88% | 加仓 |
| 18 | LMT | Lockheed Martin CORP | +0.2% | +57.08% | 加仓 |
| 19 | BKLN | Invesco Senior Loan ETF | +0.2% | +77.84% | 加仓 |
| 20 | AAPL | Apple Inc | +0.2% | +1.64% | 加仓 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +19.89% | 加仓 |
| 22 | MCD | Mcdonald's CORP | +0.2% | +21.44% | 加仓 |
| 23 | WM | Waste Management Inc | +0.2% | +26.79% | 加仓 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +2.98% | 加仓 |
| 25 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +80.60% | 加仓 |
| 26 | ENB | Enbridge Inc | +0.1% | +276.33% | 加仓 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +126.50% | 加仓 |
| 28 | VNQ | Vanguard Real Estate ETF | +0.1% | +96.94% | 加仓 |
| 29 | ISRG | Intuitive Surgical Inc | +0.1% | +50.05% | 加仓 |
| 30 | V | Visa Inc-class A Shares | +0.1% | +9.25% | 加仓 |
| 31 | AAAU | Goldman Sachs Physical Gold | +0.1% | +3.35% | 加仓 |
| 32 | TJX | Tjx Companies Inc | +0.1% | +13.73% | 加仓 |
| 33 | WMT | Walmart Inc | +0.1% | +4.41% | 加仓 |
| 34 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +137.36% | 加仓 |
| 35 | JPST | Jpmorgan Ultra-short Income | +0.1% | +15.36% | 加仓 |
| 36 | ABT | Abbott Laboratories | +0.1% | +32.04% | 加仓 |
| 37 | SO | Southern Co/the | +0.1% | +69.82% | 加仓 |
| 38 | XLY | Ss Consumer Disc Select Sect | +0.1% | +235.17% | 加仓 |
| 39 | SE | Sea Ltd-adr | +0.1% | +66.69% | 加仓 |
| 40 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +67.57% | 加仓 |
| 41 | HYD | Vaneck High Yield Muni ETF | 0% | +31.27% | 加仓 |
| 42 | PDEC | Innovator U.s. Equity Power | 0% | +60.79% | 加仓 |
| 43 | AVGO | Broadcom Inc | 0% | +2.15% | 加仓 |
| 44 | AMGN | Amgen Inc | 0% | +7.50% | 加仓 |
| 45 | JNJ | Johnson & Johnson | 0% | +56.42% | 加仓 |
| 46 | POCT | Innovator U.s. Equity Power | 0% | +28.55% | 加仓 |
| 47 | XLF | Ss Financial Select Sector | 0% | +24.11% | 加仓 |
| 48 | STX | Seagate Technology Holdings plc | 0% | -2.95% | 减仓 |
| 49 | SPHY | Ss Spdr P High Yield ETF | 0% | +7.44% | 加仓 |
| 50 | GLW | Corning Inc | 0% | +5.56% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Nikulski Financial, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$4.6亿，共申报了 166 个公开持股仓位。
在 Q4 2025 季度，Nikulski Financial, Inc. 按市值排列的前三大核心持股分别为：AAPL (5.4%)、GOOGL (4.3%)、VIG (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.4% 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
SHLD
市值: US$265.0万
本季最大获利了结 / 清仓标的
IYK
前期市值: US$109.4万
在 Q4 2025 季度中，Nikulski Financial, Inc. 共进行了 181 项持仓异动，包含新建仓 30 个仓位、加仓 59 个仓位、减仓 75 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 SHLD。 本季清仓仓位包含 IYK。
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。