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: 0001977602
申报总市值
US$100.2亿
US$100.2亿
299 檔
15.6%
在 Q3 2025 申报期间，Ofi Invest Asset Management（CIK: 0001977602）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$100.2亿，共持有 299 个公开申报仓位。
在 Q3 2025，Ofi Invest Asset Management 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 29 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ofi Invest Asset Management 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 15.6%，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 299 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 | 10.62% | -0.03% | +24.82% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.91% | +1.00% | +21.95% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.70% | -2.49% | +7.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.58% | +2.66% | -17.62% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.10% | -1.09% | -10.28% | |
| 6 | COF | Capital One Financial CORP | 股票-金融 | 2.65% | +0.10% | +187.36% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.59% | +0.97% | -2.82% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.40% | -0.19% | -4.05% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.87% | -1.74% | +11.32% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.79% | -0.69% | -3.41% | |
| 11 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.43% | +0.24% | +71.22% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.36% | +0.08% | -20.73% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.33% | -0.23% | +2.68% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.20% | — | +7137.66% | |
| 15 | BLK | Blackrock Inc | 股票-金融 | 1.14% | -0.73% | -15.25% | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.11% | +0.08% | -7.27% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 1.11% | -0.03% | +2.77% | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.10% | -0.23% | +2.48% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | -0.11% | +1.63% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.09% | -0.10% | +64.45% | |
| 21 | PGR | Progressive CORP | 股票-金融 | 1.08% | -0.15% | +3.29% | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.05% | +1.01% | +29.13% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 1.03% | +0.74% | +2.15% | |
| 24 | AXP | American Express Co | 股票-金融 | 1.03% | — | -2.16% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.01% | -0.08% | +73.17% | |
| 26 | KKR | Kkr & Co Inc | 股票-金融 | 1.00% | -0.21% | — | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.99% | -0.50% | +15.33% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.97% | -0.36% | -23.05% | |
| 29 | TRGP | Targa Resources CORP | 股票-能源 | 0.94% | -0.19% | +28.91% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.94% | -0.11% | -0.31% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | +0.60% | +13.01% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | -0.19% | -30.58% | |
| 33 | SLB | Slb LTD | 股票-能源 | 0.88% | -0.26% | +2.23% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.87% | +1.27% | +97.17% | |
| 35 | RSG | Republic Services Inc | 股票-工业 | 0.86% | -0.16% | +3.20% | |
| 36 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.84% | -0.06% | +37575.69% | |
| 37 | EXC | Exelon CORP | 股票-公用事业 | 0.84% | +0.09% | +3.22% | |
| 38 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.82% | -0.17% | +2.57% | |
| 39 | UNP | Union Pacific CORP | 股票-工业 | 0.82% | -0.01% | +5.59% | |
| 40 | MRVL | Marvell Technology Inc | 股票-科技 | 0.75% | +0.02% | +42.92% | |
| 41 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.75% | -0.17% | +92.87% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.06% | -18.77% | |
| 43 | NFLX | Netflix Inc | 股票-通信服务 | 0.73% | -0.60% | -34.10% | |
| 44 | PLD | Prologis Inc | 股票-房地产 | 0.72% | -0.12% | +1.45% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.71% | +0.19% | -15.25% | |
| 46 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.69% | -0.12% | +46.32% | |
| 47 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.69% | -0.01% | -16.93% | |
| 48 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.67% | — | +2.40% | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.63% | +0.37% | -21.51% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | +0.08% | +2.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.4% | +24.82% | 加仓 |
| 2 | COF | Capital One Financial CORP | +1.7% | +187.36% | 加仓 |
| 3 | MSFT | Microsoft CORP | +1.6% | +21.95% | 加仓 |
| 4 | SCHW | Schwab (charles) CORP | +1.1% | +7137.66% | 加仓 |
| 5 | KKR | Kkr & Co Inc | +1% | — | 加仓 |
| 6 | ABBV | Abbvie Inc | +1% | +73.17% | 加仓 |
| 7 | ISRG | Intuitive Surgical Inc | +0.9% | +15.33% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.8% | -10.28% | 减仓 |
| 9 | DLR | Digital Realty Trust Inc | +0.8% | +37575.69% | 加仓 |
| 10 | AXP | American Express Co | +0.7% | -2.16% | 加仓 |
| 11 | TEAM | Atlassian Corp-cl A | +0.6% | +45027.63% | 加仓 |
| 12 | PEP | Pepsico Inc | +0.5% | +3156.83% | 加仓 |
| 13 | BKR | Baker Hughes Co | +0.5% | — | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.5% | -17.62% | 减仓 |
| 15 | TSLA | Tesla Inc | +0.4% | -3.41% | 加仓 |
| 16 | TMUS | T-mobile US Inc | +0.4% | +160.53% | 加仓 |
| 17 | BNY | Bank Of New York Mellon CORP | +0.3% | +826.01% | 加仓 |
| 18 | HUBS | Hubspot Inc | +0.3% | +2206.72% | 加仓 |
| 19 | ORCL | Oracle CORP | +0.3% | -20.73% | 减仓 |
| 20 | META | Meta Platforms Inc-class A | +0.3% | -2.82% | 加仓 |
| 21 | BKNG | Booking Holdings Inc | +0.3% | +71.22% | 加仓 |
| 22 | T | At&t Inc | +0.3% | +0.87% | 加仓 |
| 23 | MRVL | Marvell Technology Inc | +0.2% | +42.92% | 加仓 |
| 24 | LEVI | Levi Strauss & Co- Class A | +0.2% | +3.15% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | +0.2% | -4.05% | 加仓 |
| 26 | KO | Coca-cola Co/the | +0.2% | +64.45% | 加仓 |
| 27 | PANW | Palo Alto Networks Inc | +0.2% | +29.13% | 加仓 |
| 28 | EW | Edwards Lifesciences CORP | +0.1% | +46.32% | 加仓 |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.31% | 加仓 |
| 30 | FSLR | First Solar Inc | -0.4% | -90.13% | 减仓 |
| 31 | AAPL | Apple Inc | -0.4% | +7.96% | 加仓 |
| 32 | HPE | Hewlett Packard Enterprise | -0.4% | -0.39% | 减仓 |
| 33 | PSX | Phillips 66 | -0.4% | -39.15% | 减仓 |
| 34 | KDP | Keurig Dr Pepper Inc | -0.4% | +2.23% | 加仓 |
| 35 | HCA | Hca Healthcare Inc | -0.5% | -96.69% | 减仓 |
| 36 | NFLX | Netflix Inc | -0.5% | -34.10% | 减仓 |
| 37 | PH | Parker Hannifin CORP | -0.5% | -41.47% | 减仓 |
| 38 | BAC | Bank Of America CORP | -0.5% | +13.01% | 减仓 |
| 39 | CARR | Carrier Global CORP | -0.6% | — | 减仓 |
| 40 | V | Visa Inc-class A Shares | -0.6% | -18.77% | 减仓 |
| 41 | MA | Mastercard Inc - A | -0.7% | -30.58% | 减仓 |
| 42 | UBER | Uber Technologies Inc | -0.7% | -58.36% | 减仓 |
| 43 | LLY | Eli Lilly & Co | -0.7% | +11.32% | 加仓 |
| 44 | FCX | Freeport-mcmoran Inc | -0.8% | — | 减仓 |
| 45 | WFC | Wells Fargo & Co | — | NEW | 新建仓 |
| 46 | TFC | Truist Financial CORP | — | EXIT | 清仓 |
| 47 | WING | Wingstop Inc | — | EXIT | 清仓 |
| 48 | TYL | Tyler Technologies Inc | — | EXIT | 清仓 |
| 49 | FTV | Fortive CORP | — | EXIT | 清仓 |
| 50 | BMI | Badger Meter Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Ofi Invest Asset Management 在 Q3 2025 季度的美股持仓总市值约为 US$100.2亿，共申报了 299 个公开持股仓位。
在 Q3 2025 季度，Ofi Invest Asset Management 按市值排列的前三大核心持股分别为：NVDA (10.6%)、MSFT (8.9%)、AAPL (5.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.6% 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
WFC
市值: US$2593.2万
本季最大获利了结 / 清仓标的
TFC
前期市值: US$2270.8万
在 Q3 2025 季度中，Ofi Invest Asset Management 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 29 个仓位、减仓 15 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 WFC。 本季清仓仓位包含 TFC。
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。