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: 0001056559
申报总市值
US$25.4亿
US$25.4亿
351 檔
14.2%
截至 Q3 2025 季度末，North Star Asset Management Inc 的美股持仓估值约为 US$25.4亿，全数申报仓位共有 351 档。
在 Q3 2025，North Star Asset Management Inc 操作展现出积极扩展与加仓意向。本季共新建仓 28 个新仓位，并对 91 个既有持股进行加仓（合计增持 119 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，North Star Asset Management Inc 的前 5 大核心持股（包含 AAPL, MSFT, SCHB 等）合计占整体申报市值的 14.2%，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 351 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 | 3.74% | +0.02% | -3.33% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | -0.23% | -1.23% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.80% | +0.24% | +0.87% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.42% | +0.12% | -0.65% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.40% | +0.09% | +0.47% | |
| 6 | ✓ | 股票-其他 | 2.22% | — | -3.21% | ||
| 7 | ✓ | 股票-其他 | 2.18% | — | -0.95% | ||
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.99% | +0.02% | -0.85% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.99% | +0.04% | +0.89% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.91% | -0.24% | -1.67% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.65% | -0.22% | -0.19% | |
| 12 | FISV | Fiserv Inc | 股票-其他 | 1.55% | -0.13% | +0.63% | |
| 13 | ✓ | 股票-其他 | 1.52% | — | -0.31% | ||
| 14 | ✓ | 股票-其他 | 1.52% | — | -5.13% | ||
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 1.49% | -0.15% | -0.28% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | +0.01% | -3.89% | |
| 17 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.43% | -0.03% | -0.29% | |
| 18 | ACIW | Aci Worldwide Inc | 股票-科技 | 1.38% | +0.10% | -2.33% | |
| 19 | INTU | Intuit Inc | 股票-科技 | 1.37% | -0.33% | -0.40% | |
| 20 | ✓ | 股票-其他 | 1.37% | — | +0.42% | ||
| 21 | AME | Ametek Inc | 股票-工业 | 1.36% | -0.01% | -0.01% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.34% | -0.24% | -0.28% | |
| 23 | ✓ | 股票-其他 | 1.33% | — | -1.69% | ||
| 24 | SNPS | Synopsys Inc | 股票-科技 | 1.30% | -0.01% | +6.01% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 1.29% | +0.27% | -2.89% | |
| 26 | ✓ | 股票-其他 | 1.28% | — | -0.26% | ||
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.22% | -0.12% | +2.46% | |
| 28 | EFX | Equifax Inc | 股票-工业 | 1.19% | -0.17% | +1.17% | |
| 29 | ADI | Analog Devices Inc | 股票-科技 | 1.13% | +0.12% | -0.17% | |
| 30 | EVTC | Evertec Inc | 股票-其他 | 1.10% | -0.11% | -1.03% | |
| 31 | ✓ | 股票-其他 | 1.10% | — | — | ||
| 32 | ✓ | 股票-其他 | 1.07% | — | +1.84% | ||
| 33 | SWTSX | Schwab Tot Stk Mrkt Indx | 股票-其他 | 1.07% | +0.05% | +596.56% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 1.01% | -0.08% | +1.10% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | — | +1.48% | |
| 36 | DHR | Danaher CORP | 股票-医疗保健 | 0.96% | -0.10% | +1.86% | |
| 37 | AES | Aes CORP | 股票-公用事业 | 0.95% | -0.37% | +2.57% | |
| 38 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.88% | -0.17% | -3.80% | |
| 39 | ECL | Ecolab Inc | 股票-原材料 | 0.88% | -0.06% | -0.81% | |
| 40 | AMG | Affiliated Managers Group | 股票-金融 | 0.83% | +0.05% | -16.41% | |
| 41 | ✓ | 股票-其他 | 0.76% | — | -0.40% | ||
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | -0.14% | -2.00% | |
| 43 | ROK | Rockwell Automation Inc | 股票-工业 | 0.72% | +0.15% | -3.03% | |
| 44 | ✓ | 股票-其他 | 0.72% | — | -3.51% | ||
| 45 | HO1 | Hologic Inc | 股票-其他 | 0.71% | -0.34% | EXIT | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.69% | — | -0.48% | |
| 47 | ITW | Illinois Tool Works | 股票-工业 | 0.66% | -0.04% | -0.81% | |
| 48 | ✓ | 股票-其他 | 0.66% | — | -5.48% | ||
| 49 | MBWM | Mercantile Bank CORP | 股票-其他 | 0.65% | +0.01% | -0.34% | |
| 50 | ROP | Roper Technologies Inc | 股票-科技 | 0.64% | -0.08% | +7.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | -1.23% | 加仓 |
| 2 | ✓ | +0.6% | -5.13% | 减仓 | |
| 3 | ✓ | +0.6% | -3.21% | 减仓 | |
| 4 | APH | Amphenol Corp-cl A | +0.5% | -2.89% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | -3.89% | 减仓 |
| 6 | ✓ | +0.4% | +0.42% | 加仓 | |
| 7 | ITW | Illinois Tool Works | +0.3% | -0.81% | 加仓 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.65% | 加仓 |
| 9 | ✓ | +0.2% | -0.26% | 加仓 | |
| 10 | ✓ | +0.2% | -3.51% | 减仓 | |
| 11 | VEEV | Veeva Systems Inc-class A | +0.2% | -0.29% | 加仓 |
| 12 | ✓ | +0.2% | +2.18% | 加仓 | |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +1.48% | 加仓 |
| 14 | ILMN | Illumina Inc | +0.2% | +11.22% | 加仓 |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.47% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.89% | 加仓 |
| 17 | SNPS | Synopsys Inc | +0.1% | +6.01% | 加仓 |
| 18 | ORCL | Oracle CORP | +0.1% | +0.68% | 加仓 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | -1.67% | 减仓 |
| 20 | ROK | Rockwell Automation Inc | +0.1% | -3.03% | 减仓 |
| 21 | ✓ | +0.1% | +0.17% | 减仓 | |
| 22 | AMD | Advanced Micro Devices | +0.1% | -2.34% | 减仓 |
| 23 | ✓ | +0.1% | -1.37% | 减仓 | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +3.87% | 加仓 |
| 25 | RMD | Resmed Inc | +0.1% | +4.81% | 加仓 |
| 26 | ADI | Analog Devices Inc | +0.1% | -0.17% | 加仓 |
| 27 | CALX | Calix Inc | +0.1% | -0.54% | 加仓 |
| 28 | AAPL | Apple Inc | +0.1% | -3.33% | 减仓 |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +191.49% | 加仓 |
| 30 | LYV | Live Nation Entertainment In | +0.1% | -1.83% | 加仓 |
| 31 | ✓ | +0.1% | +234.48% | 加仓 | |
| 32 | SWTSX | Schwab Tot Stk Mrkt Indx | +0.1% | +596.56% | 加仓 |
| 33 | AMG | Affiliated Managers Group | +0.1% | -16.41% | 减仓 |
| 34 | DIS | Walt Disney Co/the | +0.1% | +0.99% | 加仓 |
| 35 | AES | Aes CORP | 0% | +2.57% | 加仓 |
| 36 | META | Meta Platforms Inc-class A | 0% | -0.70% | 减仓 |
| 37 | FAST | Fastenal Co | 0% | — | 加仓 |
| 38 | ✓ | 0% | +16.48% | 加仓 | |
| 39 | JBL | Jabil Inc | 0% | -0.34% | 减仓 |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +0.48% | 减仓 |
| 41 | VOO | Vanguard S&p 500 ETF | 0% | +2.14% | 加仓 |
| 42 | EW | Edwards Lifesciences CORP | 0% | +6.87% | 加仓 |
| 43 | VXUS | Vanguard Total Intl Stock | 0% | +323.90% | 加仓 |
| 44 | PANW | Palo Alto Networks Inc | 0% | +1.47% | 加仓 |
| 45 | SCHA | Schwab US Small-cap ETF | 0% | +0.51% | 减仓 |
| 46 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.12% | 加仓 |
| 47 | BA | Boeing Co/the | 0% | +2.19% | 加仓 |
| 48 | GE | General Electric | 0% | -0.99% | 减仓 |
| 49 | VERX | Vertex Inc - Class A | 0% | +47.79% | 加仓 |
| 50 | ✓ | 0% | +0.70% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，North Star Asset Management Inc 在 Q3 2025 季度的美股持仓总市值约为 US$25.4亿，共申报了 351 个公开持股仓位。
在 Q3 2025 季度，North Star Asset Management Inc 按市值排列的前三大核心持股分别为：AAPL (3.7%)、MSFT (3.3%)、SCHB (2.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.7% 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
CDNS
市值: US$567.2万
本季最大获利了结 / 清仓标的
AKX
前期市值: US$188.8万
在 Q3 2025 季度中，North Star Asset Management Inc 共进行了 197 项持仓异动，包含新建仓 28 个仓位、加仓 91 个仓位、减仓 68 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 CDNS。 本季清仓仓位包含 AKX。
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。