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
2634 檔
12.2%
根据最新整理的 13F 季度数据集，O'shaughnessy Asset Management, LLC 于 Q4 2025 结束时的管理资产规模为 US$216.9亿。该机构在本季度申报了 2634 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 6 个新仓位，并对 118 个既有持股进行加仓（合计增持 124 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, AAPL, MSFT 等）合计占整体申报市值的 12.2%，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 2634 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 | 3.86% | -0.29% | +6.08% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.74% | +0.88% | +11.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.39% | +0.49% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.90% | -0.02% | +9.34% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.88% | — | +11.36% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.57% | -0.04% | +6.11% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.33% | +0.05% | +8.97% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.33% | -0.06% | +6.51% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.06% | +2.16% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.17% | -0.33% | -3.95% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.01% | -0.10% | +9.89% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 0.84% | -0.17% | +3.08% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | +0.10% | +11.86% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | -0.06% | +6.98% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | — | -1.67% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 0.71% | -0.14% | -16.33% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | -0.09% | -10.76% | |
| 18 | MO | Altria Group Inc | 股票-非周期性消费 | 0.66% | +0.02% | -3.55% | |
| 19 | SYF | Synchrony Financial | 股票-金融 | 0.65% | +0.04% | +5.94% | |
| 20 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.65% | -0.18% | +20.09% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.19% | +2.20% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.63% | -0.03% | +4.07% | |
| 23 | GM | General Motors Co | 股票-周期性消费 | 0.63% | +0.02% | +4.63% | |
| 24 | TPR | Tapestry Inc | 股票-周期性消费 | 0.61% | -0.13% | +13.12% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.33% | +28.06% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | +0.09% | +30.47% | |
| 27 | CAT | Caterpillar Inc | 股票-工业 | 0.59% | +0.13% | -15.23% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.53% | -0.08% | +0.57% | |
| 29 | C | Citigroup Inc | 股票-金融 | 0.52% | +0.12% | +24.83% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.49% | -0.10% | -7.83% | |
| 31 | MDT | Medtronic plc | 股票-医疗保健 | 0.48% | -0.21% | -7.02% | |
| 32 | MET | Metlife Inc | 股票-金融 | 0.48% | +0.01% | -6.57% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.47% | +0.17% | +4.06% | |
| 34 | EBAY | Ebay Inc | 股票-周期性消费 | 0.44% | -0.03% | -0.30% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.22% | -6.26% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | -0.03% | +7.60% | |
| 37 | NFLX | Netflix Inc | 股票-通信服务 | 0.42% | -0.21% | +839.32% | |
| 38 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.41% | -0.05% | -3.08% | |
| 39 | NTRS | Northern Trust CORP | 股票-金融 | 0.41% | -0.03% | -1.79% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.41% | -0.01% | -0.50% | |
| 41 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.41% | -0.12% | +8.89% | |
| 42 | JBL | Jabil Inc | 股票-科技 | 0.41% | +0.05% | -3.55% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.40% | -0.01% | +15.26% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.40% | -0.15% | -7.76% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.40% | -0.02% | -8.41% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.38% | -0.02% | +1.72% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.37% | -0.11% | -10.73% | |
| 48 | PFE | Pfizer Inc | 股票-医疗保健 | 0.36% | -0.16% | +47.07% | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.34% | -0.13% | +5.57% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.34% | -0.09% | -20.87% |
| # | 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 | +0.5% | +11.36% | 加仓 |
| 2 | AAPL | Apple Inc | +0.4% | +11.49% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +8.97% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.3% | +11.86% | 加仓 |
| 5 | IWD | Ishares Russell 1000 Value E | +0.3% | +397.22% | 加仓 |
| 6 | GM | General Motors Co | +0.2% | +4.63% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.1% | +9.34% | 加仓 |
| 8 | BAC | Bank Of America CORP | +0.1% | +30.47% | 加仓 |
| 9 | C | Citigroup Inc | +0.1% | +24.83% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +28.06% | 加仓 |
| 11 | HCA | Hca Healthcare Inc | +0.1% | +20.09% | 加仓 |
| 12 | MU | Micron Technology Inc | +0.1% | +16.69% | 加仓 |
| 13 | WDC | Western Digital CORP | +0.1% | +190.38% | 加仓 |
| 14 | TPR | Tapestry Inc | +0.1% | +13.12% | 加仓 |
| 15 | SYF | Synchrony Financial | +0.1% | +5.94% | 加仓 |
| 16 | PFE | Pfizer Inc | +0.1% | +47.07% | 加仓 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +24.86% | 加仓 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | +105.55% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +6.11% | 加仓 |
| 20 | EXPE | Expedia Group Inc | +0.1% | -3.08% | 减仓 |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | +43.51% | 加仓 |
| 22 | AMD | Advanced Micro Devices | +0.1% | +12.26% | 加仓 |
| 23 | LRCX | Lam Research CORP | +0.1% | +23.90% | 加仓 |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +40.03% | 加仓 |
| 25 | AMGN | Amgen Inc | +0.1% | +25.66% | 加仓 |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +15.26% | 加仓 |
| 27 | MUB | Ishares National Muni Bond E | +0.1% | +33.66% | 加仓 |
| 28 | TWLO | Twilio Inc - A | +0.1% | -4.18% | 减仓 |
| 29 | TFC | Truist Financial CORP | +0.1% | +25.69% | 加仓 |
| 30 | DHI | Dr Horton Inc | +0.1% | +58.79% | 加仓 |
| 31 | BIIB | Biogen Inc | +0.1% | +83.81% | 加仓 |
| 32 | UPS | United Parcel Service-cl B | +0.1% | +192.20% | 加仓 |
| 33 | TSLA | Tesla Inc | +0.1% | +9.89% | 加仓 |
| 34 | GILD | Gilead Sciences Inc | +0.1% | +8.89% | 加仓 |
| 35 | ISRG | Intuitive Surgical Inc | +0.1% | +19.23% | 加仓 |
| 36 | NEM | Newmont CORP | +0.1% | +28.54% | 加仓 |
| 37 | AMAT | Applied Materials Inc | +0.1% | +17.92% | 加仓 |
| 38 | PRU | Prudential Financial Inc | +0.1% | +71.50% | 加仓 |
| 39 | HAL | Halliburton Co | +0.1% | +118.51% | 加仓 |
| 40 | DHR | Danaher CORP | +0.1% | +38.35% | 加仓 |
| 41 | BWA | Borgwarner Inc | +0.1% | +158.29% | 加仓 |
| 42 | WMT | Walmart Inc | 0% | +3.08% | 加仓 |
| 43 | CSCO | Cisco Systems Inc | 0% | +4.06% | 加仓 |
| 44 | KHC | Kraft Heinz Co/the | 0% | +36.34% | 加仓 |
| 45 | USB | US Bancorp | 0% | +21.81% | 加仓 |
| 46 | VALE | Vale Sa-sp Adr | 0% | +12.84% | 加仓 |
| 47 | STX | Seagate Technology Holdings plc | 0% | +21.27% | 加仓 |
| 48 | PLD | Prologis Inc | 0% | +41.60% | 加仓 |
| 49 | APTV | Aptiv PLC | 0% | +126.47% | 加仓 |
| 50 | AZNN | Astrazeneca Plc-spons Adr | 0% | +14.94% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，O'shaughnessy Asset Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$216.9亿，共申报了 2634 个公开持股仓位。
在 Q4 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%)、AAPL (3.7%)、MSFT (3.2%)。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
UL
市值: US$1414.3万
本季最大获利了结 / 清仓标的
UL
前期市值: US$1430.1万
在 Q4 2025 季度中，O'shaughnessy Asset Management, LLC 共进行了 200 项持仓异动，包含新建仓 6 个仓位、加仓 118 个仓位、减仓 73 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
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。