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: 0001839430
申报总市值
US$10.7亿
US$10.7亿
176 檔
17.6%
Oak Harvest Investment Services 在 Q4 2025 季度的美股仓位总计估值为 US$10.7亿，分散于 176 个持仓标的之中，反映其市场参与广度与投资规模。
Oak Harvest Investment Services 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 18 档持股的同时，亦同步清仓 8 档并减仓 15 档标的。
在资产配置集中度方面，Oak Harvest Investment Services 的前 5 大核心持股（包含 VGSH, VOO, AAPL 等）合计占整体申报市值的 17.6%，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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 6.11% | -0.52% | +8.41% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.03% | -0.07% | +0.98% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.66% | +0.41% | -13.38% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | +0.51% | +1.91% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.87% | -0.20% | +1.72% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.70% | -0.68% | +20.66% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 2.46% | +0.58% | -0.85% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.04% | +79.06% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.84% | +0.53% | +14.71% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.69% | +0.04% | +6.76% | |
| 11 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.66% | -0.16% | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.92% | +3.40% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.54% | -0.07% | +0.30% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.46% | -0.10% | +6.33% | |
| 15 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.44% | -0.45% | -28.11% | |
| 16 | SUB | Ishares Short-term National | ETF-其他 | 1.41% | -0.08% | +7.74% | |
| 17 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.40% | -0.24% | +2.55% | |
| 18 | MCO | Moody's CORP | 股票-金融 | 1.34% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | -0.70% | -0.56% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.22% | -0.15% | +68.04% | |
| 21 | MMM | 3m Co | 股票-工业 | 1.20% | -0.51% | +54.21% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事业 | 1.19% | -0.18% | -12.82% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.16% | -0.08% | +1.28% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.16% | -1.17% | EXIT | |
| 25 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.06% | +0.66% | +4.98% | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 1.04% | -0.02% | EXIT | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.02% | -0.21% | +74.31% | |
| 28 | BLK | Blackrock Inc | 股票-金融 | 1.01% | -1.22% | +12176.07% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.00% | +0.09% | +5.19% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.95% | -0.05% | -0.15% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.35% | -15.67% | |
| 32 | ETN | Eaton Corporation plc | 股票-工业 | 0.95% | +0.74% | -3.66% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.95% | -0.01% | -23.73% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.94% | -0.03% | -2.11% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.93% | -0.11% | +8.62% | |
| 36 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.91% | +0.01% | +8.39% | |
| 37 | EXE | Expand Energy CORP | 股票-能源 | 0.87% | -0.88% | +2736.57% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.84% | -0.70% | +1443.77% | |
| 39 | SCCO | Southern Copper CORP | 股票-原材料 | 0.83% | +0.52% | — | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.82% | -0.06% | -37.22% | |
| 41 | CME | Cme Group Inc | 股票-金融 | 0.80% | +0.01% | +1.94% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.80% | +0.02% | -7.82% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.80% | -0.19% | +1.41% | |
| 44 | FANG | Diamondback Energy Inc | 股票-能源 | 0.78% | -0.21% | +5.31% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.74% | +0.12% | +6.30% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.74% | -1.01% | — | |
| 47 | CIEN | Ciena CORP | 股票-科技 | 0.73% | -0.46% | +2.74% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.72% | — | +40.46% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.71% | -0.03% | +10.72% | |
| 50 | NTRS | Northern Trust CORP | 股票-金融 | 0.71% | +0.01% | -36.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +79.06% | 加仓 |
| 2 | EXE | Expand Energy CORP | +0.8% | +2736.57% | 加仓 |
| 3 | DE | Deere & Co | +0.8% | +1443.77% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.4% | +20.66% | 加仓 |
| 5 | MCD | Mcdonald's CORP | +0.4% | +74.31% | 加仓 |
| 6 | MMM | 3m Co | +0.4% | +54.21% | 加仓 |
| 7 | COST | Costco Wholesale CORP | +0.4% | +68.04% | 加仓 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +14.71% | 加仓 |
| 9 | TEVA | Teva Pharmaceutical-sp Adr | +0.3% | +154.77% | 加仓 |
| 10 | LLY | Eli Lilly & Co | +0.3% | +5.19% | 加仓 |
| 11 | IONQ | Ionq Inc | +0.3% | +772.87% | 加仓 |
| 12 | CIEN | Ciena CORP | +0.3% | +2.74% | 加仓 |
| 13 | MDT | Medtronic plc | +0.2% | +34.66% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +35.36% | 加仓 |
| 15 | TWLO | Twilio Inc - A | +0.2% | +10.17% | 加仓 |
| 16 | QCOM | Qualcomm Inc | +0.2% | +40.46% | 加仓 |
| 17 | MS | Morgan Stanley | +0.1% | -0.85% | 减仓 |
| 18 | VGSH | Vanguard Short-term Treasury | +0.1% | +8.41% | 加仓 |
| 19 | TMO | Thermo Fisher Scientific Inc | -0.4% | -90.18% | 减仓 |
| 20 | DUK | Duke Energy CORP | -0.4% | -12.82% | 减仓 |
| 21 | MCHP | Microchip Technology Inc | -0.4% | -94.02% | 减仓 |
| 22 | AMGN | Amgen Inc | -0.4% | -37.22% | 减仓 |
| 23 | NTRS | Northern Trust CORP | -0.5% | -36.52% | 减仓 |
| 24 | DELL | Dell Technologies -c | -0.6% | -32.62% | 减仓 |
| 25 | META | Meta Platforms Inc-class A | -0.6% | -89.09% | 减仓 |
| 26 | AAPL | Apple Inc | -0.6% | -13.38% | 减仓 |
| 27 | HD | Home Depot Inc | -0.6% | -23.73% | 减仓 |
| 28 | AEM | Agnico Eagle Mines LTD | -0.7% | -28.11% | 减仓 |
| 29 | ABT | Abbott Laboratories | -0.8% | -93.84% | 减仓 |
| 30 | BLK | Blackrock Inc | -0.8% | +12176.07% | 加仓 |
| 31 | ADI | Analog Devices Inc | -0.8% | -76.56% | 减仓 |
| 32 | DLR | Digital Realty Trust Inc | -0.8% | -94.45% | 减仓 |
| 33 | ORCL | Oracle CORP | -1% | -90.20% | 减仓 |
| 34 | RIO | Rio Tinto Plc-spon Adr | — | NEW | 新建仓 |
| 35 | MCO | Moody's CORP | — | NEW | 新建仓 |
| 36 | VZ | Verizon Communications Inc | — | EXIT | 清仓 |
| 37 | PNC | Pnc Financial Services Group | — | EXIT | 清仓 |
| 38 | SCCO | Southern Copper CORP | — | NEW | 新建仓 |
| 39 | RTX | Rtx CORP | — | NEW | 新建仓 |
| 40 | NUE | Nucor CORP | — | NEW | 新建仓 |
| 41 | PG | Procter & Gamble Co/the | — | EXIT | 清仓 |
| 42 | UNP | Union Pacific CORP | — | NEW | 新建仓 |
| 43 | KEYS | Keysight Technologies In | — | NEW | 新建仓 |
| 44 | ISRG | Intuitive Surgical Inc | — | NEW | 新建仓 |
| 45 | BSX | Boston Scientific CORP | — | EXIT | 清仓 |
| 46 | FFIV | F5 Inc | — | EXIT | 清仓 |
| 47 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 48 | RGTI | Rigetti Computing Inc | — | EXIT | 清仓 |
| 49 | EAT | Brinker International Inc | — | EXIT | 清仓 |
| 50 | FRSH | Freshworks Inc-cl A | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Harvest Investment Services 在 Q4 2025 季度的美股持仓总市值约为 US$10.7亿，共申报了 176 个公开持股仓位。
在 Q4 2025 季度，Oak Harvest Investment Services 按市值排列的前三大核心持股分别为：VGSH (6.1%)、VOO (5.0%)、AAPL (3.7%)。其中最大持股仓位 VGSH 占据整体投资组合约 6.1% 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
RIO
市值: US$1521.0万
本季最大获利了结 / 清仓标的
VZ
前期市值: US$1069.6万
在 Q4 2025 季度中，Oak Harvest Investment Services 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 18 个仓位、减仓 15 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 RIO。 本季清仓仓位包含 VZ。
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。