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: 0001726375
申报总市值
US$3.1亿
US$3.1亿
103 檔
27.0%
Oak Asset Management, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$3.1亿，分散于 103 个持仓标的之中，反映其市场参与广度与投资规模。
Oak Asset Management, LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 17 档持股的同时，亦同步清仓 2 档并减仓 22 档标的。
在资产配置集中度方面，Oak Asset Management, LLC 的前 5 大核心持股（包含 AAPL, AMGN, NVDA 等）合计占整体申报市值的 27.0%，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 | AAPL | Apple Inc | 股票-科技 | 10.81% | +0.49% | -1.07% | |
| 2 | AMGN | Amgen Inc | 股票-医疗保健 | 6.08% | -0.31% | +0.58% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.51% | +0.28% | -4.55% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 4.19% | -1.45% | +0.20% | |
| 5 | QCOM | Qualcomm Inc | 股票-科技 | 3.55% | +0.85% | -0.45% | |
| 6 | RTX | Rtx CORP | 股票-工业 | 3.36% | -0.39% | -11.70% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.85% | — | -0.85% | |
| 8 | FAST | Fastenal Co | 股票-工业 | 2.84% | -0.12% | +96.76% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.82% | +0.05% | -0.71% | |
| 10 | SYK | Stryker CORP | 股票-医疗保健 | 2.56% | -0.20% | -1.62% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.45% | +0.21% | -0.50% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | +0.08% | +0.58% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.91% | -0.35% | -0.89% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | +0.07% | -0.44% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.72% | -0.23% | -0.12% | |
| 16 | FDX | Fedex CORP | 股票-工业 | 1.71% | -0.50% | +0.62% | |
| 17 | ICE | Intercontinental Exchange In | 股票-金融 | 1.61% | -0.36% | -10.32% | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.45% | -0.19% | -1.32% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.45% | -0.09% | +0.40% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.42% | -0.22% | -1.38% | |
| 21 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.27% | +0.38% | -0.32% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.27% | — | +0.36% | |
| 23 | MDT | Medtronic plc | 股票-医疗保健 | 1.26% | -0.19% | +0.55% | |
| 24 | AMT | American Tower CORP | 股票-房地产 | 1.16% | -0.10% | -0.03% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.12% | -0.06% | +1.94% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.08% | +0.45% | -0.63% | |
| 27 | NSC | Norfolk Southern CORP | 股票-工业 | 1.08% | -0.03% | — | |
| 28 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.07% | -0.06% | +0.38% | |
| 29 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.03% | — | +0.30% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.03% | +0.01% | +0.65% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.00% | -0.08% | +3.82% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.95% | -0.18% | +0.47% | |
| 33 | TGT | Target CORP | 股票-周期性消费 | 0.95% | -0.02% | +2.32% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | +0.23% | +26.69% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.91% | +0.18% | +53.65% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.89% | +0.17% | +0.06% | |
| 37 | CAT | Caterpillar Inc | 股票-工业 | 0.85% | +0.41% | -0.41% | |
| 38 | CTAS | Cintas CORP | 股票-工业 | 0.74% | -0.03% | +3.89% | |
| 39 | WM | Waste Management Inc | 股票-工业 | 0.72% | -0.09% | — | |
| 40 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.72% | -0.02% | — | |
| 41 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.70% | +0.09% | — | |
| 42 | MCHP | Microchip Technology Inc | 股票-科技 | 0.70% | +0.21% | +1.00% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.69% | -0.16% | -0.06% | |
| 44 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.69% | +0.02% | -0.48% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.07% | +0.20% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.23% | -0.92% | |
| 47 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.61% | -0.13% | -0.31% | |
| 48 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.59% | +0.14% | +0.64% | |
| 49 | ITW | Illinois Tool Works | 股票-工业 | 0.54% | -0.02% | +1.25% | |
| 50 | AFL | Aflac Inc | 股票-金融 | 0.51% | — | -0.64% |
| # | 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% | -4.55% | 减仓 |
| 2 | ORCL | Oracle CORP | +1% | -0.85% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.71% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +53.65% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +26.69% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.44% | 减仓 |
| 7 | MCHP | Microchip Technology Inc | +0.2% | +1.00% | 加仓 |
| 8 | B | Barrick Mining CORP | +0.2% | NEW | 新建仓 |
| 9 | MS | Morgan Stanley | +0.1% | +0.06% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +0.20% | 加仓 |
| 11 | FAST | Fastenal Co | +0.1% | +96.76% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +0.30% | 加仓 |
| 13 | NFLX | Netflix Inc | +0.1% | +3.95% | 加仓 |
| 14 | CAT | Caterpillar Inc | +0.1% | -0.41% | 减仓 |
| 15 | CEG | Constellation Energy | +0.1% | NEW | 新建仓 |
| 16 | VST | Vistra CORP | +0.1% | NEW | 新建仓 |
| 17 | BKNG | Booking Holdings Inc | +0.1% | — | 不变 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.63% | 减仓 |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | — | 不变 |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | -1.32% | 减仓 |
| 21 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建仓 |
| 22 | CTAS | Cintas CORP | +0.1% | +3.89% | 加仓 |
| 23 | NSC | Norfolk Southern CORP | +0.1% | — | 不变 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +0.05% | 加仓 |
| 25 | AXP | American Express Co | +0.1% | — | 不变 |
| 26 | SYK | Stryker CORP | +0.1% | -1.62% | 减仓 |
| 27 | NKE | Nike Inc -cl B | +0.1% | -0.31% | 减仓 |
| 28 | QCOM | Qualcomm Inc | 0% | -0.45% | 减仓 |
| 29 | COST | Costco Wholesale CORP | 0% | -1.38% | 减仓 |
| 30 | COR | Cencora Inc | -0.1% | -20.06% | 减仓 |
| 31 | PG | Procter & Gamble Co/the | -0.1% | +1.94% | 加仓 |
| 32 | BABA | Alibaba Group Holding-sp Adr | -0.1% | EXIT | 清仓 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -0.92% | 减仓 |
| 34 | REGN | Regeneron Pharmaceuticals | -0.1% | -7.65% | 减仓 |
| 35 | ICE | Intercontinental Exchange In | -0.1% | -10.32% | 减仓 |
| 36 | CHD | Church & Dwight Co Inc | -0.1% | — | 不变 |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -0.12% | 减仓 |
| 38 | STZ | Constellation Brands Inc-a | -0.2% | +0.38% | 加仓 |
| 39 | PEP | Pepsico Inc | -0.2% | +0.47% | 加仓 |
| 40 | JNJ | Johnson & Johnson | -0.2% | +0.40% | 加仓 |
| 41 | FDX | Fedex CORP | -0.2% | +0.62% | 加仓 |
| 42 | ABX | Barrick Gold CORP | -0.2% | EXIT | 清仓 |
| 43 | RTX | Rtx CORP | -0.2% | -11.70% | 减仓 |
| 44 | MCD | Mcdonald's CORP | -0.2% | -0.89% | 减仓 |
| 45 | DIS | Walt Disney Co/the | -0.3% | -53.17% | 减仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.4% | -0.68% | 减仓 |
| 47 | ABBV | Abbvie Inc | -0.4% | -0.50% | 减仓 |
| 48 | CVX | Chevron CORP | -0.8% | +0.20% | 加仓 |
| 49 | AMGN | Amgen Inc | -0.8% | +0.58% | 加仓 |
| 50 | AAPL | Apple Inc | -1.3% | -1.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Asset Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3.1亿，共申报了 103 个公开持股仓位。
在 Q2 2025 季度，Oak Asset Management, LLC 按市值排列的前三大核心持股分别为：AAPL (10.8%)、AMGN (6.1%)、NVDA (5.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.8% 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$59.3万
本季最大获利了结 / 清仓标的
ABX
前期市值: US$46.7万
在 Q2 2025 季度中，Oak Asset Management, LLC 共进行了 45 项持仓异动，包含新建仓 4 个仓位、加仓 17 个仓位、减仓 22 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 ABX。
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。