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: 0001423442
申报总市值
US$216.9亿
US$216.9亿
2552 檔
11.0%
在 Q3 2025 申报期间，O'shaughnessy Asset Management, LLC（CIK: 0001423442）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$216.9亿，共持有 2552 个公开申报仓位。
在 Q3 2025，O'shaughnessy Asset Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 162 个既有持股进行加仓（合计增持 164 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，O'shaughnessy Asset Management, LLC 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 11.0%，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 2552 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 | NVDA | Nvidia CORP | 股票-科技 | 3.88% | -0.29% | +12.55% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.39% | +10.34% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.34% | +0.88% | +17.14% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.76% | -0.02% | +13.84% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.50% | -0.04% | +9.34% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.44% | -0.33% | +12.04% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.40% | — | +15.52% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.34% | -0.06% | +13.46% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.06% | +3.10% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | +0.05% | +12.98% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 0.96% | -0.10% | +10.85% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | — | +5.08% | |
| 13 | MO | Altria Group Inc | 股票-非周期性消费 | 0.83% | +0.02% | +8.37% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | -0.06% | +2.68% | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 0.82% | -0.14% | -5.59% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 0.80% | -0.17% | +6.15% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | -0.09% | -1.82% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.65% | -0.03% | +8.96% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 0.62% | +0.13% | -3.59% | |
| 20 | NFLX | Netflix Inc | 股票-通信服务 | 0.61% | -0.21% | +9.55% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.61% | +0.19% | +4.15% | |
| 22 | MET | Metlife Inc | 股票-金融 | 0.57% | +0.01% | +18.28% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.05% | +8.21% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.56% | +0.10% | +4.37% | |
| 25 | SYF | Synchrony Financial | 股票-金融 | 0.56% | +0.04% | +8.66% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.08% | +9.17% | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 0.55% | -0.21% | +10.29% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 0.55% | -0.02% | +10.26% | |
| 29 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.52% | -0.18% | +41.93% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.52% | -0.10% | -9.31% | |
| 31 | TPR | Tapestry Inc | 股票-周期性消费 | 0.51% | -0.13% | +44.95% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.22% | +20.42% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | -0.15% | -0.19% | |
| 34 | EBAY | Ebay Inc | 股票-周期性消费 | 0.49% | -0.03% | +11.55% | |
| 35 | GM | General Motors Co | 股票-周期性消费 | 0.48% | +0.02% | +36.53% | |
| 36 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.47% | -0.11% | +4.21% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.33% | +8.88% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | +0.09% | +21.61% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.44% | -0.01% | +6.00% | |
| 40 | NTRS | Northern Trust CORP | 股票-金融 | 0.44% | -0.03% | +21.98% | |
| 41 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.43% | -0.09% | -11.34% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.43% | +0.17% | +14.92% | |
| 43 | JBL | Jabil Inc | 股票-科技 | 0.43% | +0.05% | +58.24% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | -0.03% | +11.71% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.41% | -0.10% | +7.22% | |
| 46 | T | At&t Inc | 股票-通信服务 | 0.40% | -0.08% | +4.52% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.40% | — | -2.15% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | -0.02% | +21.04% | |
| 49 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.39% | +0.01% | -23.75% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.38% | +0.12% | +13.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +12.55% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1% | +10.34% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.7% | +9.34% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +15.52% | 加仓 |
| 5 | TSLA | Tesla Inc | +0.5% | +10.85% | 加仓 |
| 6 | TPR | Tapestry Inc | +0.4% | +44.95% | 加仓 |
| 7 | HCA | Hca Healthcare Inc | +0.3% | +41.93% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +12.98% | 加仓 |
| 9 | GM | General Motors Co | +0.2% | +36.53% | 加仓 |
| 10 | JBL | Jabil Inc | +0.2% | +58.24% | 加仓 |
| 11 | ORCL | Oracle CORP | +0.2% | +8.21% | 加仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +10.79% | 加仓 |
| 13 | NTRS | Northern Trust CORP | +0.2% | +21.98% | 加仓 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +12.04% | 加仓 |
| 15 | KHC | Kraft Heinz Co/the | +0.2% | +108.36% | 加仓 |
| 16 | DHI | Dr Horton Inc | +0.2% | +254.22% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +4.15% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +13.84% | 加仓 |
| 19 | PFE | Pfizer Inc | +0.1% | +41.90% | 加仓 |
| 20 | VRSN | Verisign Inc | +0.1% | +61.72% | 加仓 |
| 21 | TFC | Truist Financial CORP | +0.1% | +45.51% | 加仓 |
| 22 | EBAY | Ebay Inc | +0.1% | +11.55% | 加仓 |
| 23 | C | Citigroup Inc | +0.1% | +13.44% | 加仓 |
| 24 | NFLX | Netflix Inc | +0.1% | +9.55% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +3.10% | 加仓 |
| 26 | GEV | GE Vernova Inc | +0.1% | +2.86% | 加仓 |
| 27 | APH | Amphenol Corp-cl A | +0.1% | +7.85% | 加仓 |
| 28 | NEM | Newmont CORP | +0.1% | +38.77% | 加仓 |
| 29 | HOOD | Robinhood Markets Inc - A | +0.1% | +25.48% | 加仓 |
| 30 | BAC | Bank Of America CORP | +0.1% | +21.61% | 加仓 |
| 31 | PYPL | Paypal Holdings Inc | +0.1% | +7.03% | 加仓 |
| 32 | MS | Morgan Stanley | +0.1% | +9.47% | 加仓 |
| 33 | TD | Toronto-dominion Bank | +0.1% | +16.75% | 加仓 |
| 34 | AMD | Advanced Micro Devices | +0.1% | +19.98% | 加仓 |
| 35 | STX | Seagate Technology Holdings plc | +0.1% | +41.68% | 加仓 |
| 36 | EFXT | Enerflex LTD | +0.1% | +16.06% | 加仓 |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +2.65% | 加仓 |
| 38 | DDS | Dillards Inc-cl A | +0.1% | +67.89% | 加仓 |
| 39 | CSCO | Cisco Systems Inc | +0.1% | +14.92% | 加仓 |
| 40 | TWLO | Twilio Inc - A | +0.1% | +23.96% | 加仓 |
| 41 | LHX | L3harris Technologies Inc | +0.1% | +66.01% | 加仓 |
| 42 | ANET | Arista Networks Inc | +0.1% | +19.12% | 加仓 |
| 43 | XLV | Ss Health Care Select Sector | +0.1% | +436.55% | 加仓 |
| 44 | 2655957D | Premier Inc-class A | +0.1% | +16.90% | 加仓 |
| 45 | MET | Metlife Inc | +0.1% | +18.28% | 加仓 |
| 46 | SYF | Synchrony Financial | +0.1% | +8.66% | 加仓 |
| 47 | CLS | Celestica Inc | +0.1% | -9.17% | 减仓 |
| 48 | SCHW | Schwab (charles) CORP | +0.1% | +34.77% | 加仓 |
| 49 | UBER | Uber Technologies Inc | +0.1% | +13.58% | 加仓 |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +24.32% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，O'shaughnessy Asset Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$216.9亿，共申报了 2552 个公开持股仓位。
在 Q3 2025 季度，O'shaughnessy Asset Management, LLC 按市值排列的前三大核心持股分别为：NVDA (3.9%)、MSFT (3.6%)、AAPL (3.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.9% 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
B
市值: US$1053.0万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$831.7万
在 Q3 2025 季度中，O'shaughnessy Asset Management, LLC 共进行了 200 项持仓异动，包含新建仓 2 个仓位、加仓 162 个仓位、减仓 34 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 B。 本季清仓仓位包含 DFSEUR。
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。