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: 0001592616
申报总市值
US$2.3亿
US$2.3亿
72 檔
26.3%
在 Q4 2025 的 13F 官方备案中，Notis-McConarty Edward 管理的美股投资组合规模来到 US$2.3亿，整体持股档数为 72 档。
在 Q4 2025，Notis-McConarty Edward 展现出较为审慎的避险与获利了结姿态。本季共减仓 20 个仓位并完全清仓 3 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，Notis-McConarty Edward 的前 5 大核心持股（包含 GOOGL, NVDA, AAPL 等）合计占整体申报市值的 26.3%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.16% | +0.23% | -6.46% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.39% | -0.09% | -4.24% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.55% | -0.23% | -1.60% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.89% | -0.36% | +0.05% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.28% | -0.38% | -1.46% | |
| 6 | RTX | Rtx CORP | 股票-工业 | 3.87% | -0.70% | -3.82% | |
| 7 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.52% | -0.63% | +0.23% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 3.41% | -0.12% | +0.27% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 3.41% | +0.15% | +0.28% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.23% | +0.11% | +0.33% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.03% | -0.38% | -1.97% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.90% | -0.49% | -0.71% | |
| 13 | ROK | Rockwell Automation Inc | 股票-工业 | 2.79% | +0.65% | -1.67% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.67% | -0.33% | +0.22% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 2.56% | -0.28% | +0.46% | |
| 16 | ATR | Aptargroup Inc | 股票-医疗保健 | 2.14% | -0.35% | +0.66% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 2.13% | +3.07% | -9.18% | |
| 18 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.11% | +0.20% | +2.90% | |
| 19 | XYL | Xylem Inc | 股票-工业 | 2.00% | -0.20% | +0.27% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.73% | +0.52% | +42.96% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 1.71% | +2.07% | +38.19% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.65% | +0.06% | +0.64% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.63% | -0.09% | +0.49% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.61% | — | -1.30% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | -0.05% | — | |
| 26 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.44% | -0.01% | -3.51% | |
| 27 | AXP | American Express Co | 股票-金融 | 1.36% | +0.20% | +49.77% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.35% | -0.33% | -3.41% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | -0.61% | — | |
| 30 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.23% | +0.04% | +55.69% | |
| 31 | UBER | Uber Technologies Inc | 股票-工业 | 1.11% | +0.02% | +49.35% | |
| 32 | CARR | Carrier Global CORP | 股票-工业 | 1.10% | -0.59% | EXIT | |
| 33 | FISV | Fiserv Inc | 股票-其他 | 1.09% | -0.33% | EXIT | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.88% | -0.40% | -1.03% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.87% | +0.31% | +4.96% | |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.84% | -0.42% | EXIT | |
| 37 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.69% | -0.14% | — | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.65% | -0.07% | -6.49% | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.61% | -0.08% | — | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.51% | -0.09% | — | |
| 41 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.50% | -0.05% | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | -0.11% | — | |
| 43 | EMR | Emerson Electric Co | 股票-工业 | 0.45% | -0.03% | — | |
| 44 | TT | Trane Technologies plc | 股票-工业 | 0.45% | -0.01% | -5.66% | |
| 45 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.44% | +0.20% | +1.71% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.33% | +0.11% | — | |
| 47 | ECL | Ecolab Inc | 股票-原材料 | 0.30% | -0.03% | — | |
| 48 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.29% | -0.07% | — | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.29% | -0.01% | — | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.28% | — | -3.03% |
| # | 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 | +1.2% | -6.46% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.9% | +42.96% | 加仓 |
| 3 | AMAT | Applied Materials Inc | +0.7% | +38.19% | 加仓 |
| 4 | AXP | American Express Co | +0.5% | +49.77% | 加仓 |
| 5 | SCHW | Schwab (charles) CORP | +0.5% | +55.69% | 加仓 |
| 6 | AMD | Advanced Micro Devices | +0.4% | -9.18% | 减仓 |
| 7 | DHR | Danaher CORP | +0.4% | +0.46% | 加仓 |
| 8 | ADI | Analog Devices Inc | +0.3% | +0.28% | 加仓 |
| 9 | AAPL | Apple Inc | +0.3% | -1.60% | 减仓 |
| 10 | JNJ | Johnson & Johnson | +0.3% | -1.97% | 减仓 |
| 11 | ROK | Rockwell Automation Inc | +0.2% | -1.67% | 减仓 |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +0.64% | 加仓 |
| 13 | UBER | Uber Technologies Inc | +0.2% | +49.35% | 加仓 |
| 14 | RTX | Rtx CORP | +0.2% | -3.82% | 减仓 |
| 15 | AMZN | Amazon.com Inc | +0.2% | +0.33% | 加仓 |
| 16 | TJX | Tjx Companies Inc | +0.1% | -0.71% | 减仓 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | — | 不变 |
| 19 | AMGN | Amgen Inc | +0.1% | — | 不变 |
| 20 | AVGO | Broadcom Inc | +0.1% | +4.96% | 加仓 |
| 21 | CSCO | Cisco Systems Inc | 0% | — | 不变 |
| 22 | NEE | Nextera Energy Inc | 0% | +1.71% | 加仓 |
| 23 | GILD | Gilead Sciences Inc | 0% | — | 不变 |
| 24 | JPM | Jpmorgan Chase & Co | 0% | — | 不变 |
| 25 | SYK | Stryker CORP | 0% | — | 不变 |
| 26 | COST | Costco Wholesale CORP | 0% | — | 不变 |
| 27 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 28 | RELX | Relx PLC - Spon Adr | 0% | -14.42% | 减仓 |
| 29 | ABBV | Abbvie Inc | -0.1% | -1.30% | 减仓 |
| 30 | MCD | Mcdonald's CORP | -0.1% | -35.04% | 减仓 |
| 31 | NSRGY | Nestle Sa-spons Adr | -0.1% | -26.45% | 减仓 |
| 32 | TT | Trane Technologies plc | -0.1% | -5.66% | 减仓 |
| 33 | MA | Mastercard Inc - A | -0.1% | -1.46% | 减仓 |
| 34 | ACN | Accenture plc | -0.1% | -39.35% | 减仓 |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -3.41% | 减仓 |
| 36 | XYL | Xylem Inc | -0.2% | +0.27% | 加仓 |
| 37 | PG | Procter & Gamble Co/the | -0.2% | +0.22% | 加仓 |
| 38 | ATR | Aptargroup Inc | -0.2% | +0.66% | 加仓 |
| 39 | ABT | Abbott Laboratories | -0.2% | +0.23% | 加仓 |
| 40 | HD | Home Depot Inc | -0.3% | +0.49% | 加仓 |
| 41 | NVDA | Nvidia CORP | -0.3% | -4.24% | 减仓 |
| 42 | ORCL | Oracle CORP | -0.4% | -6.49% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.4% | +0.05% | 加仓 |
| 44 | CARR | Carrier Global CORP | -0.4% | -19.35% | 减仓 |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | -0.5% | -37.55% | 减仓 |
| 46 | ADP | Automatic Data Processing | -0.5% | +0.27% | 加仓 |
| 47 | FISV | Fiserv Inc | -1.1% | -2.58% | 减仓 |
| 48 | CRM | Salesforce Inc | — | EXIT | 清仓 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | 清仓 |
| 50 | KO | Coca-cola Co/the | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Notis-McConarty Edward 在 Q4 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 72 个公开持股仓位。
在 Q4 2025 季度，Notis-McConarty Edward 按市值排列的前三大核心持股分别为：GOOGL (7.2%)、NVDA (6.4%)、AAPL (5.5%)。其中最大持股仓位 GOOGL 占据整体投资组合约 7.2% 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
CRM
前期市值: US$207.5万
在 Q4 2025 季度中，Notis-McConarty Edward 共进行了 41 项持仓异动，包含新建仓 0 个仓位、加仓 18 个仓位、减仓 20 个仓位以及清仓 3 个仓位。 本季清仓仓位包含 CRM。
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。