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: 0002033266
申报总市值
US$2.8亿
US$2.8亿
320 檔
5.7%
Optimize Financial Inc. 在 Q4 2025 季度的美股仓位总计估值为 US$2.8亿，分散于 320 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Optimize Financial Inc. 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 188 个既有持股进行加仓（合计增持 190 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Optimize Financial Inc. 的前 5 大核心持股（包含 PAL, WBD, LITE 等）合计占整体申报市值的 5.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
DNOW
市值: US$26.8万
本季最大获利了结 / 清仓标的
ETNBGBP
前期市值: US$70.4万
仅显示前 200 大持股（共 320 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 | PAL | Proficient Auto Logistics In | 股票-其他 | 1.81% | — | -18.87% | |
| 2 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 1.80% | — | +1.46% | |
| 3 | LITE | Lumentum Holdings Inc | 股票-科技 | 1.74% | -0.18% | +1.43% | |
| 4 | MU | Micron Technology Inc | 股票-科技 | 1.54% | +1.87% | +1.44% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 1.11% | +0.78% | +1.42% | |
| 6 | MKSI | Mks Inc | 股票-科技 | 1.08% | — | +1.45% | |
| 7 | APP | Applovin Corp-class A | 股票-科技 | 1.04% | -0.01% | +1.33% | |
| 8 | TDC | Teradata CORP | 股票-科技 | 1.02% | — | +1.46% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.00% | +1.57% | +1.45% | |
| 10 | TWLO | Twilio Inc - A | 股票-科技 | 0.99% | — | +1.44% | |
| 11 | KLAC | Kla CORP | 股票-科技 | 0.95% | +0.74% | +1.31% | |
| 12 | SMTC | Semtech CORP | 股票-科技 | 0.86% | — | +1.46% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | -0.20% | +1.44% | |
| 14 | SBGI | Sinclair Inc | 股票-其他 | 0.84% | -0.04% | +1.46% | |
| 15 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 0.82% | — | +1.41% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | -0.22% | +0.45% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 0.78% | -0.13% | +1.43% | |
| 18 | JBL | Jabil Inc | 股票-科技 | 0.76% | — | +1.40% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | — | +1.43% | |
| 20 | FWONK | Liberty Media Corp-formula-c | 股票-通信服务 | 0.74% | -0.05% | +1.44% | |
| 21 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.74% | — | +1.25% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.73% | — | +1.43% | |
| 23 | UCTT | Ultra Clean Holdings Inc | 股票-其他 | 0.73% | — | +1.46% | |
| 24 | ARRY | Array Technologies Inc | 股票-其他 | 0.73% | — | +1.46% | |
| 25 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.73% | -0.02% | +1.42% | |
| 26 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.72% | — | +1.42% | |
| 27 | DELL | Dell Technologies -c | 股票-科技 | 0.71% | — | +1.45% | |
| 28 | OKTA | Okta Inc | 股票-科技 | 0.67% | — | +1.45% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | — | +1.11% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.67% | — | +1.46% | |
| 31 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.66% | — | +1.43% | |
| 32 | QRVO | Qorvo Inc | 股票-科技 | 0.64% | -0.16% | +1.46% | |
| 33 | VSXY | Victoria's Secret & Co | 股票-周期性消费 | 0.63% | — | +1.46% | |
| 34 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.61% | — | +1.46% | |
| 35 | ARW | Arrow Electronics Inc | 股票-科技 | 0.61% | +0.12% | +1.44% | |
| 36 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.61% | — | +1.43% | |
| 37 | ROP | Roper Technologies Inc | 股票-科技 | 0.61% | — | +1.35% | |
| 38 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.60% | — | +1.41% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.59% | — | +406.87% | |
| 40 | COGT | Cogent Biosciences Inc | 股票-其他 | 0.59% | — | +1.45% | |
| 41 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.58% | — | +1.45% | |
| 42 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.58% | — | +1.42% | |
| 43 | PTC | Ptc Inc | 股票-科技 | 0.58% | -0.51% | +1.42% | |
| 44 | NFLX | Netflix Inc | 股票-通信服务 | 0.58% | -0.11% | +914.32% | |
| 45 | TYL | Tyler Technologies Inc | 股票-科技 | 0.57% | — | +1.46% | |
| 46 | FFIV | F5 Inc | 股票-科技 | 0.57% | — | +1.37% | |
| 47 | MSI | Motorola Solutions Inc | 股票-科技 | 0.57% | -0.40% | +1.39% | |
| 48 | OPTU | Optimum Communications Inc-a | 股票-通信服务 | 0.56% | — | +1.46% | |
| 49 | PENG | Penguin Solutions Inc | 股票-其他 | 0.56% | +2.85% | +1.45% | |
| 50 | VYX | Ncr Voyix CORP | 股票-科技 | 0.54% | -0.07% | +1.46% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +1% | +1.43% | 加仓 |
| 2 | MU | Micron Technology Inc | +0.6% | +1.44% | 加仓 |
| 3 | WBD | Warner Bros Discovery Inc | +0.6% | +1.46% | 加仓 |
| 4 | COGT | Cogent Biosciences Inc | +0.4% | +1.45% | 加仓 |
| 5 | VSXY | Victoria's Secret & Co | +0.3% | +1.46% | 加仓 |
| 6 | TDC | Teradata CORP | +0.3% | +1.46% | 加仓 |
| 7 | TWLO | Twilio Inc - A | +0.3% | +1.44% | 加仓 |
| 8 | MKSI | Mks Inc | +0.2% | +1.45% | 加仓 |
| 9 | AMD | Advanced Micro Devices | +0.2% | +1.45% | 加仓 |
| 10 | AMAT | Applied Materials Inc | +0.2% | +1.42% | 加仓 |
| 11 | SYRE | Spyre Therapeutics Inc | +0.2% | +1.46% | 加仓 |
| 12 | VERA | Vera Therapeutics Inc | +0.2% | +1.46% | 加仓 |
| 13 | PAL | Proficient Auto Logistics In | +0.2% | -18.87% | 减仓 |
| 14 | HLF | Herbalife Ltd. | +0.1% | +1.45% | 加仓 |
| 15 | EWTX | Edgewise Therapeutics Inc | +0.1% | +1.45% | 加仓 |
| 16 | GMED | Globus Medical Inc - A | +0.1% | +1.43% | 加仓 |
| 17 | TRVI | Trevi Therapeutics Inc | +0.1% | +1.46% | 加仓 |
| 18 | DYN | Dyne Therapeutics Inc | +0.1% | +1.46% | 加仓 |
| 19 | KLAC | Kla CORP | +0.1% | +1.31% | 加仓 |
| 20 | KRYS | Krystal Biotech Inc | +0.1% | +1.42% | 加仓 |
| 21 | ANDE | Andersons Inc/the | +0.1% | +1.44% | 加仓 |
| 22 | KSS | Kohls CORP | +0.1% | +1.45% | 加仓 |
| 23 | ZIM | ZIM Integrated Shipping Services Ltd. | +0.1% | +1.45% | 加仓 |
| 24 | LLY | Eli Lilly & Co | +0.1% | +1.35% | 加仓 |
| 25 | ARRY | Array Technologies Inc | +0.1% | +1.46% | 加仓 |
| 26 | DLTR | Dollar Tree Inc | +0.1% | +1.42% | 加仓 |
| 27 | DG | Dollar General CORP | +0.1% | +1.39% | 加仓 |
| 28 | ILMN | Illumina Inc | +0.1% | +1.40% | 加仓 |
| 29 | REGN | Regeneron Pharmaceuticals | +0.1% | +1.08% | 加仓 |
| 30 | VFC | Vf CORP | +0.1% | +1.46% | 加仓 |
| 31 | HA7 | Enviri CORP | +0.1% | +1.46% | 加仓 |
| 32 | ADI | Analog Devices Inc | +0.1% | +1.43% | 加仓 |
| 33 | FIVE | Five Below | +0.1% | +1.44% | 加仓 |
| 34 | LEG | Leggett & Platt Inc | +0.1% | +1.46% | 加仓 |
| 35 | BHF | Brighthouse Financial Inc | +0.1% | +1.45% | 加仓 |
| 36 | MDGL | Madrigal Pharmaceuticals Inc | +0.1% | +1.22% | 加仓 |
| 37 | RTX | Rtx CORP | +0.1% | +25.42% | 加仓 |
| 38 | MAR | Marriott International -cl A | +0.1% | +1.42% | 加仓 |
| 39 | ISRG | Intuitive Surgical Inc | +0.1% | +1.32% | 加仓 |
| 40 | ALGN | Align Technology Inc | 0% | +1.44% | 加仓 |
| 41 | JKHY | Jack Henry & Associates Inc | 0% | +1.44% | 加仓 |
| 42 | VIK | Viking Holdings Ltd | 0% | +1.43% | 加仓 |
| 43 | PEN | Penumbra Inc | 0% | +1.33% | 加仓 |
| 44 | AER | AerCap Holdings N.V. | 0% | +1.43% | 加仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | 0% | +1.39% | 加仓 |
| 46 | CRS | Carpenter Technology | 0% | +1.33% | 加仓 |
| 47 | BMY | Bristol-myers Squibb Co | 0% | +1.42% | 加仓 |
| 48 | AEIS | Advanced Energy Industries | 0% | +1.36% | 加仓 |
| 49 | RL | Ralph Lauren CORP | 0% | +1.25% | 加仓 |
| 50 | CVNA | Carvana Co | 0% | +1.24% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Optimize Financial Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$2.8亿，共申报了 320 个公开持股仓位。
在 Q4 2025 季度，Optimize Financial Inc. 按市值排列的前三大核心持股分别为：PAL (1.8%)、WBD (1.8%)、LITE (1.7%)。其中最大持股仓位 PAL 占据整体投资组合约 1.8% 的权重。
在 Q4 2025 季度中，Optimize Financial Inc. 共进行了 199 项持仓异动，包含新建仓 2 个仓位、加仓 188 个仓位、减仓 4 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 DNOW。 本季清仓仓位包含 ETNBGBP。
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。
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。
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。