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: 0001082215
申报总市值
US$27.1亿
US$27.1亿
185 檔
24.6%
在 Q2 2025 申报期间，Northeast Investment Management（CIK: 0001082215）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$27.1亿，共持有 185 个公开申报仓位。
在 Q2 2025，Northeast Investment Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 0 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，Northeast Investment Management 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 24.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 8.26% | +0.07% | -1.81% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.67% | +0.21% | -1.97% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.48% | -0.34% | -0.86% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.09% | +0.63% | -1.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.06% | +0.54% | -1.89% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.95% | -0.64% | -1.16% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.76% | +0.03% | -2.24% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.37% | -0.29% | +1.37% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.83% | -0.19% | -1.29% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.57% | +0.10% | +2.32% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.44% | -0.02% | -1.38% | |
| 12 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.18% | -0.53% | +1.33% | |
| 13 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 1.86% | +0.44% | -1.09% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 1.84% | -0.01% | -1.88% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.82% | +0.34% | -1.53% | |
| 16 | AMT | American Tower CORP | 股票-房地产 | 1.61% | -0.21% | -1.02% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.57% | -0.37% | +3.42% | |
| 18 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.54% | -0.26% | -0.98% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.47% | -0.16% | -1.13% | |
| 20 | BX | Blackstone Inc | 股票-金融 | 1.39% | -0.24% | -0.80% | |
| 21 | DHR | Danaher CORP | 股票-医疗保健 | 1.39% | -0.14% | -1.91% | |
| 22 | WM | Waste Management Inc | 股票-工业 | 1.31% | -0.20% | +1.09% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.27% | +0.11% | -1.06% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.23% | +0.10% | +9.58% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 1.22% | -0.12% | EXIT | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.19% | -0.22% | -1.52% | |
| 27 | HON | Honeywell International Inc | 股票-工业 | 1.19% | -0.93% | EXIT | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.19% | -0.03% | EXIT | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 1.17% | +0.65% | +0.14% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.15% | +0.95% | +32.15% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | -0.13% | -1.02% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.11% | -0.07% | -1.08% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.03% | -0.23% | -0.88% | |
| 34 | URI | United Rentals Inc | 股票-工业 | 0.97% | +0.36% | +0.58% | |
| 35 | NFLX | Netflix Inc | 股票-通信服务 | 0.96% | -0.29% | +25.87% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | +0.07% | +86.95% | |
| 37 | DE | Deere & Co | 股票-工业 | 0.85% | — | -1.26% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.83% | +0.01% | +0.49% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.34% | -3.43% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.81% | -0.08% | -2.68% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | +0.10% | -1.67% | |
| 42 | BLK | Blackrock Inc | 股票-金融 | 0.76% | -0.08% | -0.89% | |
| 43 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.75% | -0.06% | +6.53% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | -0.06% | -0.73% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.24% | -1.72% | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.65% | -0.10% | +6.17% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.57% | +0.08% | +8.11% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.54% | -0.09% | -0.35% | |
| 49 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.51% | -0.02% | -1.34% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | -0.03% | -1.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -1.81% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.9% | -0.86% | 减仓 |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +1.37% | 加仓 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.4% | +86.95% | 加仓 |
| 5 | NFLX | Netflix Inc | +0.4% | +25.87% | 加仓 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | +32.15% | 加仓 |
| 7 | NOW | Servicenow Inc | +0.2% | +5.24% | 加仓 |
| 8 | UBER | Uber Technologies Inc | +0.2% | +168.18% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | -1.06% | 减仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | -1.06% | 减仓 |
| 11 | SPOT | Spotify Technology S.A. | +0.2% | +6.17% | 加仓 |
| 12 | GEV | GE Vernova Inc | +0.2% | +560.47% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -1.38% | 减仓 |
| 14 | ASML | ASML Holding N.V. | +0.1% | +0.14% | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.89% | 减仓 |
| 16 | URI | United Rentals Inc | +0.1% | +0.58% | 加仓 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.32% | 加仓 |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | +9.58% | 加仓 |
| 19 | WMT | Walmart Inc | +0.1% | +3.42% | 加仓 |
| 20 | DIS | Walt Disney Co/the | +0.1% | -2.68% | 减仓 |
| 21 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +8.11% | 加仓 |
| 22 | ABBNY | Abb Ltd-spon Adr | +0.1% | -1.09% | 减仓 |
| 23 | TOST | Toast Inc-class A | +0.1% | +52.30% | 加仓 |
| 24 | ISRG | Intuitive Surgical Inc | +0.1% | +1.33% | 加仓 |
| 25 | TSLA | Tesla Inc | 0% | +1.18% | 加仓 |
| 26 | GOOG | Alphabet Inc-cl C | 0% | -1.67% | 减仓 |
| 27 | BLK | Blackrock Inc | 0% | -0.89% | 减仓 |
| 28 | VO | Vanguard Mid-cap ETF | — | +0.49% | 加仓 |
| 29 | TJX | Tjx Companies Inc | — | +6.53% | 加仓 |
| 30 | DE | Deere & Co | 0% | -1.26% | 减仓 |
| 31 | BX | Blackstone Inc | 0% | -0.80% | 减仓 |
| 32 | HON | Honeywell International Inc | 0% | -3.02% | 减仓 |
| 33 | CHD | Church & Dwight Co Inc | -0.1% | -5.37% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -0.73% | 减仓 |
| 35 | CLX | Clorox Company | -0.1% | -16.41% | 减仓 |
| 36 | TROW | T Rowe Price Group Inc | -0.2% | -52.47% | 减仓 |
| 37 | PEP | Pepsico Inc | -0.2% | -11.17% | 减仓 |
| 38 | MCD | Mcdonald's CORP | -0.2% | -0.88% | 减仓 |
| 39 | CVX | Chevron CORP | -0.2% | -1.72% | 减仓 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -3.43% | 减仓 |
| 41 | COST | Costco Wholesale CORP | -0.2% | -1.16% | 减仓 |
| 42 | JNJ | Johnson & Johnson | -0.2% | -1.02% | 减仓 |
| 43 | DHR | Danaher CORP | -0.2% | -1.91% | 减仓 |
| 44 | LOW | Lowe's Cos Inc | -0.2% | -0.98% | 减仓 |
| 45 | UNP | Union Pacific CORP | -0.3% | -1.88% | 减仓 |
| 46 | LLY | Eli Lilly & Co | -0.3% | -1.53% | 减仓 |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.5% | -1.13% | 减仓 |
| 48 | ACN | Accenture plc | -0.5% | -21.50% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -1.29% | 减仓 |
| 50 | AAPL | Apple Inc | -1.2% | -1.97% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Northeast Investment Management 在 Q2 2025 季度的美股持仓总市值约为 US$27.1亿，共申报了 185 个公开持股仓位。
在 Q2 2025 季度，Northeast Investment Management 按市值排列的前三大核心持股分别为：NVDA (8.3%)、AAPL (5.7%)、MSFT (5.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.3% 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。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$1.5亿
在 Q2 2025 季度中，Northeast Investment Management 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 19 个仓位、减仓 31 个仓位以及清仓 0 个仓位。
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。