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: 0001726375
申报总市值
US$3.1亿
US$3.1亿
106 檔
29.1%
根据最新整理的 13F 季度数据集，Oak Asset Management, LLC 于 Q3 2025 结束时的管理资产规模为 US$3.1亿。该机构在本季度申报了 106 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Oak Asset Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 2 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，Oak Asset Management, LLC 的前 5 大核心持股（包含 AAPL, NVDA, AMGN 等）合计占整体申报市值的 29.1%，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 | 11.49% | +0.49% | -10.24% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.19% | +0.28% | -0.26% | |
| 3 | AMGN | Amgen Inc | 股票-医疗保健 | 5.61% | -0.31% | -4.31% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 4.17% | -1.45% | -3.88% | |
| 5 | RTX | Rtx CORP | 股票-工业 | 3.44% | -0.39% | -6.46% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 3.42% | — | -2.17% | |
| 7 | QCOM | Qualcomm Inc | 股票-科技 | 3.41% | +0.85% | -3.61% | |
| 8 | FAST | Fastenal Co | 股票-工业 | 3.04% | -0.12% | -3.83% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.88% | +0.21% | -1.39% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | +0.05% | -1.61% | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 2.22% | -0.20% | -3.03% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | +0.07% | -0.46% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.84% | -0.35% | -3.31% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | +0.08% | -5.95% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.78% | -0.23% | -3.82% | |
| 16 | FDX | Fedex CORP | 股票-工业 | 1.67% | -0.50% | -1.00% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.67% | -0.09% | -0.71% | |
| 18 | ICE | Intercontinental Exchange In | 股票-金融 | 1.37% | -0.36% | -2.41% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.34% | — | +0.31% | |
| 20 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.30% | +0.38% | -2.38% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.29% | -0.22% | +1.95% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.29% | -0.19% | -2.02% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | +0.23% | — | |
| 24 | NSC | Norfolk Southern CORP | 股票-工业 | 1.15% | -0.03% | -4.40% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.10% | +0.18% | -8.10% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.06% | +0.01% | +1.62% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | -0.06% | +0.65% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.01% | +0.45% | — | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.94% | -0.18% | -2.41% | |
| 30 | AMT | American Tower CORP | 股票-房地产 | 0.94% | -0.10% | -2.43% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.93% | — | -5.25% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.92% | +0.17% | -3.70% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.87% | -0.19% | -23.79% | |
| 34 | TGT | Target CORP | 股票-周期性消费 | 0.81% | -0.02% | -2.53% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.80% | -0.08% | -5.04% | |
| 36 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.79% | -0.06% | -6.24% | |
| 37 | WM | Waste Management Inc | 股票-工业 | 0.76% | -0.09% | +14.68% | |
| 38 | CAT | Caterpillar Inc | 股票-工业 | 0.76% | +0.41% | -23.71% | |
| 39 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.70% | +0.02% | -0.16% | |
| 40 | CTAS | Cintas CORP | 股票-工业 | 0.65% | -0.03% | -0.32% | |
| 41 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.64% | +0.14% | -0.19% | |
| 42 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.63% | +0.09% | -11.24% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.63% | -0.16% | -5.94% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.07% | -0.20% | |
| 45 | MCHP | Microchip Technology Inc | 股票-科技 | 0.61% | +0.21% | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.23% | -1.71% | |
| 47 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.58% | -0.02% | -7.17% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.58% | +0.81% | -18.05% | |
| 49 | ITW | Illinois Tool Works | 股票-工业 | 0.54% | -0.02% | -0.74% | |
| 50 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.53% | -0.13% | -6.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -0.26% | 减仓 |
| 2 | ORCL | Oracle CORP | +1.5% | -2.17% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | -1.61% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -8.10% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | — | 加仓 |
| 6 | FAST | Fastenal Co | +0.3% | -3.83% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -0.46% | 减仓 |
| 8 | MS | Morgan Stanley | +0.2% | -3.70% | 减仓 |
| 9 | NSC | Norfolk Southern CORP | +0.1% | -4.40% | 减仓 |
| 10 | ADP | Automatic Data Processing | +0.1% | +40.14% | 加仓 |
| 11 | MCHP | Microchip Technology Inc | +0.1% | — | 加仓 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | — | 不变 |
| 13 | TSLA | Tesla Inc | +0.1% | +1.81% | 加仓 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | +28.39% | 加仓 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -0.20% | 不变 |
| 16 | NEE | Nextera Energy Inc | +0.1% | +34.65% | 加仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.71% | 减仓 |
| 18 | GPC | Genuine Parts Co | +0.1% | -0.19% | 加仓 |
| 19 | NFLX | Netflix Inc | +0.1% | — | 加仓 |
| 20 | HD | Home Depot Inc | +0.1% | +0.31% | 加仓 |
| 21 | DGRO | Ishares Core Dividend Growth | +0.1% | +1.62% | 加仓 |
| 22 | ABBV | Abbvie Inc | 0% | -1.39% | 减仓 |
| 23 | CVS | Cvs Health CORP | 0% | -2.38% | 减仓 |
| 24 | CSCO | Cisco Systems Inc | 0% | — | 减仓 |
| 25 | AMZN | Amazon.com Inc | 0% | -5.25% | 减仓 |
| 26 | RTX | Rtx CORP | -0.1% | -6.46% | 减仓 |
| 27 | QCOM | Qualcomm Inc | -0.1% | -3.61% | 减仓 |
| 28 | PG | Procter & Gamble Co/the | -0.2% | +0.65% | 加仓 |
| 29 | PEP | Pepsico Inc | -0.2% | -2.41% | 减仓 |
| 30 | REGN | Regeneron Pharmaceuticals | -0.2% | -27.15% | 减仓 |
| 31 | TGT | Target CORP | -0.2% | -2.53% | 减仓 |
| 32 | CMCSA | Comcast Corp-class A | -0.2% | -5.04% | 减仓 |
| 33 | AMT | American Tower CORP | -0.2% | -2.43% | 减仓 |
| 34 | CHD | Church & Dwight Co Inc | -0.3% | -7.17% | 减仓 |
| 35 | MCD | Mcdonald's CORP | -0.3% | -3.31% | 减仓 |
| 36 | V | Visa Inc-class A Shares | -0.3% | -5.95% | 减仓 |
| 37 | SYK | Stryker CORP | -0.3% | -3.03% | 减仓 |
| 38 | DIS | Walt Disney Co/the | -0.3% | -0.62% | 减仓 |
| 39 | ICE | Intercontinental Exchange In | -0.4% | -2.41% | 减仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.4% | -12.77% | 减仓 |
| 41 | STZ | Constellation Brands Inc-a | -0.4% | -6.24% | 减仓 |
| 42 | ISRG | Intuitive Surgical Inc | -0.5% | -23.79% | 减仓 |
| 43 | AAPL | Apple Inc | -0.6% | -10.24% | 减仓 |
| 44 | CVX | Chevron CORP | -0.8% | -3.88% | 减仓 |
| 45 | AMGN | Amgen Inc | -1.3% | -4.31% | 减仓 |
| 46 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 47 | ABX | Barrick Gold CORP | — | EXIT | 清仓 |
| 48 | CEG | Constellation Energy | — | NEW | 新建仓 |
| 49 | VST | Vistra CORP | — | NEW | 新建仓 |
| 50 | PFE | Pfizer Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Asset Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$3.1亿，共申报了 106 个公开持股仓位。
在 Q3 2025 季度，Oak Asset Management, LLC 按市值排列的前三大核心持股分别为：AAPL (11.5%)、NVDA (6.2%)、AMGN (5.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.5% 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$93.4万
本季最大获利了结 / 清仓标的
ABX
前期市值: US$46.7万
在 Q3 2025 季度中，Oak Asset Management, LLC 共进行了 48 项持仓异动，包含新建仓 3 个仓位、加仓 13 个仓位、减仓 30 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。