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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001592616
申报总市值
US$2.3亿
US$2.3亿
75 檔
25.6%
截至 Q3 2025 季度末，Notis-McConarty Edward 的美股持仓估值约为 US$2.3亿，全数申报仓位共有 75 档。
Notis-McConarty Edward 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 16 档持股的同时，亦同步清仓 5 档并减仓 21 档标的。
在资产配置集中度方面，Notis-McConarty Edward 的前 5 大核心持股（包含 NVDA, GOOGL, AAPL 等）合计占整体申报市值的 25.6%，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 | 6.70% | -0.09% | -6.80% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.96% | +0.23% | +0.36% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.30% | -0.23% | -0.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.25% | -0.36% | -0.05% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.35% | -0.38% | -2.43% | |
| 6 | ADP | Automatic Data Processing | 股票-科技 | 3.90% | -0.12% | -0.95% | |
| 7 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.76% | -0.63% | -0.18% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 3.68% | -0.70% | -2.96% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 3.09% | +0.15% | +0.40% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.08% | +0.11% | +0.74% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.86% | -0.33% | +0.25% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.78% | -0.38% | -1.92% | |
| 13 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.76% | -0.49% | +0.18% | |
| 14 | ROK | Rockwell Automation Inc | 股票-工业 | 2.56% | +0.65% | -8.16% | |
| 15 | ATR | Aptargroup Inc | 股票-医疗保健 | 2.34% | -0.35% | +0.78% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 2.21% | -0.28% | +4.58% | |
| 17 | XYL | Xylem Inc | 股票-工业 | 2.17% | -0.20% | +0.53% | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 2.15% | -0.33% | EXIT | |
| 19 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.10% | +0.20% | +1.05% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.91% | -0.09% | +1.75% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 1.78% | +3.07% | -14.90% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.66% | — | -1.28% | |
| 23 | CARR | Carrier Global CORP | 股票-工业 | 1.54% | -0.59% | EXIT | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.46% | -0.33% | +3.12% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.43% | -0.01% | -2.50% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.43% | -0.05% | -1.27% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.42% | +0.06% | +5.73% | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.32% | -0.42% | EXIT | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | -0.61% | — | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.01% | -0.07% | -7.23% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.99% | +2.07% | +159.13% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.97% | — | +33.40% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.91% | -0.40% | +1.37% | |
| 34 | UBER | Uber Technologies Inc | 股票-工业 | 0.90% | +0.02% | +35.76% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | +0.52% | +41.53% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.82% | +0.20% | +38.41% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.31% | -6.16% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.76% | +0.04% | +43.34% | |
| 39 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.72% | -0.14% | — | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.53% | -0.09% | — | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.53% | — | +8.31% | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.52% | -0.08% | -0.52% | |
| 43 | TT | Trane Technologies plc | 股票-工业 | 0.52% | -0.01% | -7.02% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | -0.11% | — | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.45% | -0.03% | — | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.41% | +0.20% | — | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.40% | -0.05% | -1.93% | |
| 48 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.33% | -0.09% | -53.73% | |
| 49 | ECL | Ecolab Inc | 股票-原材料 | 0.31% | -0.03% | — | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.29% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -6.80% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.8% | +0.36% | 加仓 |
| 3 | MSFT | Microsoft CORP | +1.1% | -0.05% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.7% | +41.53% | 加仓 |
| 5 | CRM | Salesforce Inc | +0.4% | +33.40% | 加仓 |
| 6 | ORCL | Oracle CORP | +0.4% | -7.23% | 减仓 |
| 7 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +8.31% | 加仓 |
| 8 | RTX | Rtx CORP | +0.4% | -2.96% | 减仓 |
| 9 | AVGO | Broadcom Inc | +0.3% | -6.16% | 减仓 |
| 10 | ADI | Analog Devices Inc | +0.3% | +0.40% | 加仓 |
| 11 | XYL | Xylem Inc | +0.3% | +0.53% | 加仓 |
| 12 | SBGSY | Schneider Elect Se-unsp Adr | +0.3% | +1.05% | 加仓 |
| 13 | TJX | Tjx Companies Inc | +0.2% | +0.18% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -1.27% | 减仓 |
| 15 | AAPL | Apple Inc | +0.2% | -0.10% | 减仓 |
| 16 | AMD | Advanced Micro Devices | +0.2% | -14.90% | 减仓 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +0.74% | 加仓 |
| 18 | ROK | Rockwell Automation Inc | +0.1% | -8.16% | 减仓 |
| 19 | HD | Home Depot Inc | 0% | +1.75% | 加仓 |
| 20 | EMR | Emerson Electric Co | 0% | — | 不变 |
| 21 | ABBV | Abbvie Inc | 0% | -1.28% | 减仓 |
| 22 | CHD | Church & Dwight Co Inc | -0.1% | -3.95% | 减仓 |
| 23 | ACN | Accenture plc | -0.1% | — | 不变 |
| 24 | COST | Costco Wholesale CORP | -0.1% | — | 减仓 |
| 25 | DHR | Danaher CORP | -0.1% | +4.58% | 加仓 |
| 26 | AMGN | Amgen Inc | -0.1% | -0.52% | 减仓 |
| 27 | LOW | Lowe's Cos Inc | -0.2% | — | 减仓 |
| 28 | XOM | Exxon Mobil CORP | -0.2% | — | 减仓 |
| 29 | ECL | Ecolab Inc | -0.3% | — | 减仓 |
| 30 | JNJ | Johnson & Johnson | -0.4% | -1.92% | 减仓 |
| 31 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | +5.73% | 加仓 |
| 32 | ATR | Aptargroup Inc | -0.5% | +0.78% | 加仓 |
| 33 | MA | Mastercard Inc - A | -0.6% | -2.43% | 减仓 |
| 34 | CNI | Canadian Natl Railway Co | -0.6% | -2.50% | 减仓 |
| 35 | PG | Procter & Gamble Co/the | -0.6% | +0.25% | 加仓 |
| 36 | UNH | Unitedhealth Group Inc | -0.7% | +3.12% | 加仓 |
| 37 | ADP | Automatic Data Processing | -0.7% | -0.95% | 减仓 |
| 38 | NSRGY | Nestle Sa-spons Adr | -1.1% | -53.73% | 减仓 |
| 39 | FISV | Fiserv Inc | -2% | +0.52% | 减仓 |
| 40 | BALL | Ball CORP | — | EXIT | 清仓 |
| 41 | AMAT | Applied Materials Inc | — | NEW | 新建仓 |
| 42 | BDX | Becton Dickinson And Co | — | EXIT | 清仓 |
| 43 | UBER | Uber Technologies Inc | — | NEW | 新建仓 |
| 44 | AXP | American Express Co | — | NEW | 新建仓 |
| 45 | SCHW | Schwab (charles) CORP | — | NEW | 新建仓 |
| 46 | PEP | Pepsico Inc | — | EXIT | 清仓 |
| 47 | CP | Canadian Pacific Kansas City | — | NEW | 新建仓 |
| 48 | CLX | Clorox Company | — | EXIT | 清仓 |
| 49 | SBUX | Starbucks CORP | — | EXIT | 清仓 |
| 50 | FBALX | Fidelity Balanced Fund | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Notis-McConarty Edward 在 Q3 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 75 个公开持股仓位。
在 Q3 2025 季度，Notis-McConarty Edward 按市值排列的前三大核心持股分别为：NVDA (6.7%)、GOOGL (6.0%)、AAPL (5.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.7% 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
AMAT
市值: US$212.5万
本季最大获利了结 / 清仓标的
BALL
前期市值: US$228.0万
在 Q3 2025 季度中，Notis-McConarty Edward 共进行了 48 项持仓异动，包含新建仓 6 个仓位、加仓 16 个仓位、减仓 21 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 AMAT。 本季清仓仓位包含 BALL。
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。