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: 0000937615
申报总市值
US$320.5亿
US$320.5亿
2962 檔
48.5%
Q4 2025 季度申报显示，Nisa Investment Advisors, LLC 披露的美股组合总市值为 US$320.5亿，涵盖 2962 个不同之权益投资仓位。
在 Q4 2025，Nisa Investment Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 35 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Nisa Investment Advisors, LLC 的前 5 大核心持股（包含 IVV, NVDA, AAPL 等）合计占整体申报市值的 48.5%，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 2962 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 38.01% | +3.83% | +40.60% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.05% | -0.26% | +3.78% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.82% | -0.26% | +4.37% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.48% | -2.66% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.97% | +0.01% | +12.80% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.78% | -0.01% | +7.55% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.60% | -0.04% | +6.91% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.53% | — | -6.03% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.52% | -0.24% | +3.39% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.08% | +19.44% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 0.87% | -0.07% | +7.64% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | +0.06% | +6.83% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.04% | -0.53% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | -0.02% | +2.52% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | -0.07% | +0.30% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.51% | -0.01% | +42.84% | |
| 17 | MU | Micron Technology Inc | 股票-科技 | 0.49% | +0.53% | +110.08% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 0.47% | -0.15% | +4.07% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | -0.09% | -30.22% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.23% | +3.19% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.07% | -2.30% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.43% | -0.18% | +921.69% | |
| 23 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.39% | -0.06% | -3.22% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.05% | -0.22% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 0.34% | -0.03% | +1.44% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.34% | +0.10% | +6.21% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.33% | -0.09% | -31.22% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.33% | +0.10% | +0.12% | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 0.32% | -0.02% | +1.64% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.32% | +0.45% | +2.07% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.31% | +0.18% | +6.33% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.31% | +0.05% | -30.48% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.31% | -0.02% | +4.63% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.29% | -0.06% | -4.58% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.29% | -0.01% | — | |
| 36 | GEV | GE Vernova Inc | 股票-工业 | 0.29% | — | +76.48% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.28% | -0.05% | +129.41% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.27% | -0.14% | -0.73% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.27% | -0.03% | +5.59% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.27% | +0.08% | -0.19% | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.26% | -0.02% | +3.41% | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.26% | -0.08% | +1.69% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.25% | -0.08% | +1.56% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.25% | -0.05% | +3.98% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.25% | -0.04% | +2.86% | |
| 46 | GE | General Electric | 股票-工业 | 0.24% | +0.02% | +5.29% | |
| 47 | SUB | Ishares Short-term National | ETF-其他 | 0.24% | -0.05% | +5.01% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.24% | -0.04% | +4.84% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.23% | -0.05% | +2.01% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.23% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +7.1% | +40.60% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +12.80% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.3% | +110.08% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.2% | +6.83% | 加仓 |
| 5 | CMCSA | Comcast Corp-class A | +0.1% | +129.41% | 加仓 |
| 6 | GEV | GE Vernova Inc | +0.1% | +76.48% | 加仓 |
| 7 | ABBV | Abbvie Inc | +0.1% | +42.84% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -6.03% | 减仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +19.44% | 加仓 |
| 10 | AMD | Advanced Micro Devices | +0.1% | +2.07% | 加仓 |
| 11 | LRCX | Lam Research CORP | 0% | +6.33% | 加仓 |
| 12 | CRM | Salesforce Inc | 0% | +32.04% | 加仓 |
| 13 | GILD | Gilead Sciences Inc | 0% | +31.52% | 加仓 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | +60.21% | 加仓 |
| 15 | APP | Applovin Corp-class A | 0% | +97.31% | 加仓 |
| 16 | CAT | Caterpillar Inc | 0% | +6.21% | 加仓 |
| 17 | MRK | Merck & Co. Inc. | 0% | +3.98% | 加仓 |
| 18 | SCHW | Schwab (charles) CORP | 0% | +33.79% | 加仓 |
| 19 | ISRG | Intuitive Surgical Inc | 0% | +3.16% | 加仓 |
| 20 | COR | Cencora Inc | 0% | +36.13% | 加仓 |
| 21 | AMAT | Applied Materials Inc | 0% | +2.71% | 加仓 |
| 22 | TMO | Thermo Fisher Scientific Inc | 0% | +2.86% | 加仓 |
| 23 | AXP | American Express Co | — | +4.63% | 加仓 |
| 24 | WFC | Wells Fargo & Co | — | +5.59% | 加仓 |
| 25 | WMT | Walmart Inc | 0% | +4.07% | 加仓 |
| 26 | BAC | Bank Of America CORP | 0% | +2.52% | 加仓 |
| 27 | XOM | Exxon Mobil CORP | 0% | +3.19% | 加仓 |
| 28 | FISV | Fiserv Inc | -0.1% | -6.21% | 减仓 |
| 29 | EQIX | Equinix Inc | -0.1% | -35.34% | 减仓 |
| 30 | AVGO | Broadcom Inc | -0.1% | +7.55% | 加仓 |
| 31 | TSLA | Tesla Inc | -0.1% | +7.64% | 加仓 |
| 32 | NOW | Servicenow Inc | -0.1% | +324.37% | 加仓 |
| 33 | AMZN | Amazon.com Inc | -0.1% | +6.91% | 加仓 |
| 34 | ICE | Intercontinental Exchange In | -0.1% | -36.80% | 减仓 |
| 35 | T | At&t Inc | -0.1% | -24.12% | 减仓 |
| 36 | LIN | Linde plc | -0.1% | -20.48% | 减仓 |
| 37 | HD | Home Depot Inc | -0.1% | +1.44% | 加仓 |
| 38 | MS | Morgan Stanley | -0.2% | -30.48% | 减仓 |
| 39 | AAPL | Apple Inc | -0.2% | +4.37% | 加仓 |
| 40 | NFLX | Netflix Inc | -0.2% | +921.69% | 加仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -30.22% | 减仓 |
| 42 | ORCL | Oracle CORP | -0.3% | -0.22% | 减仓 |
| 43 | COST | Costco Wholesale CORP | -0.3% | -31.22% | 减仓 |
| 44 | HON | Honeywell International Inc | -0.3% | -57.88% | 减仓 |
| 45 | META | Meta Platforms Inc-class A | -0.4% | +3.39% | 加仓 |
| 46 | NVDA | Nvidia CORP | -0.5% | +3.78% | 加仓 |
| 47 | MSFT | Microsoft CORP | -1% | -2.66% | 减仓 |
| 48 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新建仓 |
| 49 | BSV | Vanguard Short-term Bond ETF | — | NEW | 新建仓 |
| 50 | BIV | Vanguard Intermediate-term B | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Nisa Investment Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$320.5亿，共申报了 2962 个公开持股仓位。
在 Q4 2025 季度，Nisa Investment Advisors, LLC 按市值排列的前三大核心持股分别为：IVV (38.0%)、NVDA (4.0%)、AAPL (3.8%)。其中最大持股仓位 IVV 占据整体投资组合约 38.0% 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
IJH
市值: US$8698.9万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$11.4亿
在 Q4 2025 季度中，Nisa Investment Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 35 个仓位、减仓 12 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IJH。
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。