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: 0000836372
申报总市值
US$17.9亿
US$17.9亿
131 檔
28.6%
在 Q4 2025 的 13F 官方备案中，Oak Associates LTD /oh/ 管理的美股投资组合规模来到 US$17.9亿，整体持股档数为 131 档。
在 Q4 2025，Oak Associates LTD /oh/ 展现出较为审慎的避险与获利了结姿态。本季共减仓 58 个仓位并完全清仓 4 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 Associates LTD /oh/ 的前 5 大核心持股（包含 GOOG, AMZN, KLAC 等）合计占整体申报市值的 28.6%，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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 8.27% | -0.16% | -5.24% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.29% | -0.38% | -0.43% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 5.98% | +3.93% | -7.49% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.90% | -0.40% | +0.48% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | -0.56% | +4.00% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 4.27% | +1.20% | +0.27% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.93% | -0.72% | +0.48% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.64% | -0.17% | -1.37% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.35% | -0.24% | +7.31% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.05% | -0.08% | -9.00% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.69% | -0.52% | -5.75% | |
| 12 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.49% | +0.45% | +0.64% | |
| 13 | AMGN | Amgen Inc | 股票-医疗保健 | 2.46% | -0.40% | +0.38% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.39% | -0.17% | +0.80% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.93% | -0.09% | -44.20% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.84% | -0.10% | — | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 1.84% | +0.24% | +0.57% | |
| 18 | SNPS | Synopsys Inc | 股票-科技 | 1.81% | -0.11% | — | |
| 19 | ADBE | Adobe Inc | 股票-科技 | 1.67% | -0.73% | +7.32% | |
| 20 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.53% | -0.38% | +1.01% | |
| 21 | APH | Amphenol Corp-cl A | 股票-科技 | 1.46% | +0.29% | — | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.33% | -0.21% | +1.08% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.32% | +1.89% | — | |
| 24 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.30% | -0.25% | +0.73% | |
| 25 | NTAP | Netapp Inc | 股票-科技 | 1.25% | +0.12% | -0.71% | |
| 26 | EBAY | Ebay Inc | 股票-周期性消费 | 1.13% | — | — | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 1.13% | -0.17% | — | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 1.11% | -0.19% | +1.48% | |
| 29 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.95% | -0.15% | -2.58% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.93% | -0.39% | — | |
| 31 | ROK | Rockwell Automation Inc | 股票-工业 | 0.83% | +0.12% | +2.16% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.82% | -0.43% | — | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.81% | -0.67% | EXIT | |
| 34 | ALC | Alcon Inc. | 股票-医疗保健 | 0.79% | -0.22% | +1.87% | |
| 35 | CI | THE Cigna Group | 股票-医疗保健 | 0.79% | -0.13% | +1.27% | |
| 36 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.72% | -0.16% | — | |
| 37 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.65% | -0.04% | +2.83% | |
| 38 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.64% | -0.20% | +1.88% | |
| 39 | MCK | Mckesson CORP | 股票-医疗保健 | 0.63% | -0.19% | -15.82% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.57% | +0.45% | -3.82% | |
| 41 | STT | State Street CORP | 股票-金融 | 0.55% | +0.05% | +2.76% | |
| 42 | DOX | Amdocs Limited | 股票-科技 | 0.53% | -0.18% | — | |
| 43 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.49% | -0.18% | +0.67% | |
| 44 | AIZ | Assurant Inc | 股票-金融 | 0.48% | +0.01% | — | |
| 45 | AIT | Applied Industrial Tech Inc | 股票-工业 | 0.38% | +0.02% | -0.73% | |
| 46 | AEIS | Advanced Energy Industries | 股票-工业 | 0.31% | -0.01% | -7.19% | |
| 47 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.30% | -0.08% | -4.86% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.30% | -0.08% | -0.98% | |
| 49 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.26% | -0.02% | -13.99% | |
| 50 | PAYX | Paychex Inc | 股票-科技 | 0.25% | -0.01% | +6.28% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -5.24% | 减仓 |
| 2 | CSCO | Cisco Systems Inc | +0.4% | +0.27% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -9.00% | 减仓 |
| 4 | AMGN | Amgen Inc | +0.3% | +0.38% | 加仓 |
| 5 | AMD | Advanced Micro Devices | +0.3% | — | 不变 |
| 6 | V | Visa Inc-class A Shares | +0.3% | +7.31% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.2% | -0.43% | 减仓 |
| 8 | AVGO | Broadcom Inc | +0.2% | +0.48% | 加仓 |
| 9 | KLAC | Kla CORP | +0.2% | -7.49% | 减仓 |
| 10 | REGN | Regeneron Pharmaceuticals | +0.1% | +0.67% | 加仓 |
| 11 | CB | Chubb Limited | +0.1% | +1.08% | 加仓 |
| 12 | CRM | Salesforce Inc | +0.1% | +1.48% | 加仓 |
| 13 | APH | Amphenol Corp-cl A | +0.1% | — | 不变 |
| 14 | LRCX | Lam Research CORP | +0.1% | -3.82% | 减仓 |
| 15 | AAPL | Apple Inc | +0.1% | — | 不变 |
| 16 | ROK | Rockwell Automation Inc | +0.1% | +2.16% | 加仓 |
| 17 | AKAM | Akamai Technologies Inc | +0.1% | — | 不变 |
| 18 | ADBE | Adobe Inc | +0.1% | +7.32% | 加仓 |
| 19 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.73% | 加仓 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +1.88% | 加仓 |
| 21 | STT | State Street CORP | +0.1% | +2.76% | 加仓 |
| 22 | ACN | Accenture plc | +0.1% | — | 不变 |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | -0.98% | 减仓 |
| 24 | BNY | Bank Of New York Mellon CORP | +0.1% | +2.83% | 加仓 |
| 25 | ALC | Alcon Inc. | 0% | +1.87% | 加仓 |
| 26 | AIZ | Assurant Inc | 0% | — | 不变 |
| 27 | JAZZ | Jazz Pharmaceuticals plc | 0% | -1.60% | 减仓 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.80% | 加仓 |
| 29 | QCOM | Qualcomm Inc | 0% | +0.57% | 加仓 |
| 30 | AEIS | Advanced Energy Industries | 0% | -7.19% | 减仓 |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | +47.08% | 加仓 |
| 32 | CAH | Cardinal Health Inc | 0% | -13.99% | 减仓 |
| 33 | NEM | Newmont CORP | 0% | — | 不变 |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +81.35% | 加仓 |
| 35 | KLIC | Kulicke & Soffa Industries | 0% | -1.48% | 减仓 |
| 36 | LLY | Eli Lilly & Co | 0% | -2.01% | 减仓 |
| 37 | TMO | Thermo Fisher Scientific Inc | 0% | -1.97% | 减仓 |
| 38 | MRK | Merck & Co. Inc. | 0% | -1.94% | 减仓 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 0% | -1.97% | 减仓 |
| 40 | COHU | Cohu Inc | 0% | -1.81% | 减仓 |
| 41 | IQV | Iqvia Holdings Inc | 0% | -2.05% | 减仓 |
| 42 | INCY | Incyte CORP | 0% | -1.99% | 减仓 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 0% | +32.01% | 加仓 |
| 44 | JNJ | Johnson & Johnson | 0% | -1.93% | 减仓 |
| 45 | UTHR | United Therapeutics CORP | 0% | -8.99% | 减仓 |
| 46 | CTRA | Coterra Energy Inc | 0% | — | 不变 |
| 47 | MEDP | Medpace Holdings Inc | 0% | -1.97% | 减仓 |
| 48 | NHC | National Healthcare CORP | 0% | -1.97% | 减仓 |
| 49 | ✓ | Csg Systems International In | 0% | — | 不变 |
| 50 | VTRS | Viatris Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Oak Associates LTD /oh/ 在 Q4 2025 季度的美股持仓总市值约为 US$17.9亿，共申报了 131 个公开持股仓位。
在 Q4 2025 季度，Oak Associates LTD /oh/ 按市值排列的前三大核心持股分别为：GOOG (8.3%)、AMZN (7.3%)、KLAC (6.0%)。其中最大持股仓位 GOOG 占据整体投资组合约 8.3% 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
NFLX
市值: US$1359.5万
本季最大获利了结 / 清仓标的
CHKP
前期市值: US$703.7万
在 Q4 2025 季度中，Oak Associates LTD /oh/ 共进行了 92 项持仓异动，包含新建仓 5 个仓位、加仓 25 个仓位、减仓 58 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 NFLX。 本季清仓仓位包含 CHKP。
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。