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
188 檔
29.5%
Northeast Investment Management 在 Q4 2025 季度的美股仓位总计估值为 US$27.1亿，分散于 188 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Northeast Investment Management 进行了温和的常态性持仓调整（包含新建仓 4 档、加仓 21 档、减仓 25 档与清仓 0 档），整体投资组合架构维持相对稳定。
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, GOOGL 等）合计占整体申报市值的 29.5%，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 | 8.52% | +0.07% | -2.25% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.78% | +0.21% | -0.26% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.36% | +0.54% | -2.53% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.82% | -0.34% | -0.03% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.81% | +0.63% | -0.85% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.33% | +0.03% | -0.71% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.10% | -0.64% | -0.49% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.77% | +0.10% | +1.88% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.73% | -0.29% | -0.52% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.71% | -0.19% | +2.31% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.44% | -0.02% | -0.98% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.27% | +0.34% | -0.21% | |
| 13 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.06% | -0.53% | -0.52% | |
| 14 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 2.04% | +0.44% | -1.44% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.88% | -0.16% | -0.69% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.68% | -0.37% | +2.27% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 1.63% | -0.01% | -2.34% | |
| 18 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.50% | -0.26% | -1.95% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.45% | +0.11% | +1.19% | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 1.42% | -0.14% | -1.82% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | -0.13% | +0.13% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.39% | +0.65% | +0.02% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.30% | +0.10% | +2.40% | |
| 24 | BX | Blackstone Inc | 股票-金融 | 1.25% | -0.24% | +0.02% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | +0.10% | -1.97% | |
| 26 | WM | Waste Management Inc | 股票-工业 | 1.21% | -0.20% | +2.74% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.19% | -0.22% | -2.39% | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.13% | +0.95% | +12.10% | |
| 29 | AMT | American Tower CORP | 股票-房地产 | 1.10% | -0.21% | -4.36% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.06% | +0.07% | +4.02% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.06% | -0.07% | -3.01% | |
| 32 | URI | United Rentals Inc | 股票-工业 | 0.96% | +0.36% | +0.54% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.95% | -0.23% | -2.60% | |
| 34 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.89% | -0.06% | +3.15% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | +0.01% | +2.34% | |
| 36 | HON | Honeywell International Inc | 股票-工业 | 0.80% | -0.93% | EXIT | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.34% | -1.74% | |
| 38 | NFLX | Netflix Inc | 股票-通信服务 | 0.75% | -0.29% | +919.02% | |
| 39 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.71% | +0.08% | +13.97% | |
| 40 | BLK | Blackrock Inc | 股票-金融 | 0.70% | -0.08% | -0.41% | |
| 41 | DE | Deere & Co | 股票-工业 | 0.70% | — | -1.19% | |
| 42 | NOW | Servicenow Inc | 股票-科技 | 0.69% | -0.12% | EXIT | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | -0.08% | -1.45% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.61% | -0.24% | -2.13% | |
| 45 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.54% | -0.10% | +3.87% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.06% | -3.13% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.45% | -0.13% | +20.66% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.44% | -0.09% | -0.60% | |
| 49 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.43% | -0.02% | -2.47% | |
| 50 | TSLA | Tesla Inc | 股票-周期性消费 | 0.42% | +0.02% | +2.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -2.53% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.6% | -0.21% | 减仓 |
| 3 | ISRG | Intuitive Surgical Inc | +0.4% | -0.52% | 减仓 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.3% | -0.69% | 减仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -1.97% | 减仓 |
| 6 | AAPL | Apple Inc | +0.2% | -0.26% | 减仓 |
| 7 | PWR | Quanta Services Inc | +0.2% | +210.56% | 加仓 |
| 8 | DHR | Danaher CORP | +0.1% | -1.82% | 减仓 |
| 9 | WMT | Walmart Inc | +0.1% | +2.27% | 加仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | +1.19% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +0.13% | 加仓 |
| 12 | ASML | ASML Holding N.V. | +0.1% | +0.02% | 加仓 |
| 13 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +13.97% | 加仓 |
| 14 | AMZN | Amazon.com Inc | +0.1% | -0.85% | 减仓 |
| 15 | TJX | Tjx Companies Inc | +0.1% | +3.15% | 加仓 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.02% | 加仓 |
| 17 | CAT | Caterpillar Inc | +0.1% | +0.15% | 加仓 |
| 18 | ANET | Arista Networks Inc | +0.1% | +216.02% | 加仓 |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | +1.88% | 加仓 |
| 20 | MRK | Merck & Co. Inc. | 0% | +5.74% | 加仓 |
| 21 | GEV | GE Vernova Inc | 0% | +13.75% | 加仓 |
| 22 | WFC | Wells Fargo & Co | 0% | +71.32% | 加仓 |
| 23 | VB | Vanguard Small-cap ETF | 0% | +2.40% | 加仓 |
| 24 | NEE | Nextera Energy Inc | 0% | -2.39% | 减仓 |
| 25 | XOM | Exxon Mobil CORP | 0% | -1.74% | 减仓 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.31% | 加仓 |
| 27 | V | Visa Inc-class A Shares | 0% | -0.71% | 减仓 |
| 28 | HD | Home Depot Inc | -0.1% | -9.59% | 减仓 |
| 29 | SHW | Sherwin-williams Co/the | -0.1% | -2.47% | 减仓 |
| 30 | CLX | Clorox Company | -0.1% | -24.83% | 减仓 |
| 31 | PG | Procter & Gamble Co/the | -0.1% | -3.13% | 减仓 |
| 32 | BLK | Blackrock Inc | -0.1% | -0.41% | 减仓 |
| 33 | SPOT | Spotify Technology S.A. | -0.1% | +3.87% | 加仓 |
| 34 | HON | Honeywell International Inc | -0.1% | -4.57% | 减仓 |
| 35 | UNP | Union Pacific CORP | -0.1% | -2.34% | 减仓 |
| 36 | LOW | Lowe's Cos Inc | -0.1% | -1.95% | 减仓 |
| 37 | BX | Blackstone Inc | -0.2% | +0.02% | 加仓 |
| 38 | AMT | American Tower CORP | -0.2% | -4.36% | 减仓 |
| 39 | URI | United Rentals Inc | -0.2% | +0.54% | 加仓 |
| 40 | ACN | Accenture plc | -0.2% | -47.00% | 减仓 |
| 41 | NFLX | Netflix Inc | -0.2% | +919.02% | 加仓 |
| 42 | COST | Costco Wholesale CORP | -0.3% | -0.49% | 减仓 |
| 43 | NOW | Servicenow Inc | -0.4% | +299.60% | 加仓 |
| 44 | META | Meta Platforms Inc-class A | -0.4% | -0.52% | 减仓 |
| 45 | NVDA | Nvidia CORP | -0.5% | -2.25% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.5% | -0.03% | 减仓 |
| 47 | CEG | Constellation Energy | — | NEW | 新建仓 |
| 48 | PRU | Prudential Financial Inc | — | NEW | 新建仓 |
| 49 | VST | Vistra CORP | — | NEW | 新建仓 |
| 50 | KMI | Kinder Morgan, Inc. | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Northeast Investment Management 在 Q4 2025 季度的美股持仓总市值约为 US$27.1亿，共申报了 188 个公开持股仓位。
在 Q4 2025 季度，Northeast Investment Management 按市值排列的前三大核心持股分别为：NVDA (8.5%)、AAPL (6.8%)、GOOGL (6.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.5% 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
CEG
市值: US$293.8万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$2.2亿
在 Q4 2025 季度中，Northeast Investment Management 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 21 个仓位、减仓 25 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CEG。
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。