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: 0001323414
申报总市值
US$31.6亿
US$31.6亿
79 檔
23.4%
在 Q3 2025 申报期间，Pacific Heights Asset Management LLC（CIK: 0001323414）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$31.6亿，共持有 79 个公开申报仓位。
在 Q3 2025，Pacific Heights Asset Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 65 个既有持股进行加仓（合计增持 73 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Pacific Heights Asset Management LLC 的前 5 大核心持股（包含 PLTR, TPL, NVDA 等）合计占整体申报市值的 23.4%，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
APP
市值: US$7544.7万
本季最大获利了结 / 清仓标的
VNOMUSD
前期市值: US$1128.8万
| # | 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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 9.05% | -1.40% | -24.07% | |
| 2 | TPL | Texas Pacific Land CORP | 股票-能源 | 7.65% | -1.67% | +12.12% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.45% | +0.43% | -9.30% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.21% | -0.30% | +2.56% | |
| 5 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 4.43% | +0.07% | +16.44% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.51% | +0.42% | +9.09% | |
| 7 | APP | Applovin Corp-class A | 股票-科技 | 3.34% | +0.53% | +56.72% | |
| 8 | PH | Parker Hannifin CORP | 股票-工业 | 2.18% | +0.06% | +3.17% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.13% | -0.36% | — | |
| 10 | CCJ | Cameco CORP | 股票-能源 | 1.86% | -0.21% | — | |
| 11 | MS | Morgan Stanley | 股票-金融 | 1.69% | +0.34% | +14.29% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工业 | 1.66% | -0.26% | +33.93% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.44% | -0.33% | +5.00% | |
| 14 | AFRM | Affirm Holdings Inc | 股票-金融 | 1.42% | +0.65% | +17.33% | |
| 15 | ADSK | Autodesk Inc | 股票-科技 | 1.20% | -0.23% | +26.87% | |
| 16 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.16% | +2.00% | +32.14% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 1.16% | -0.02% | +9.89% | |
| 18 | PLD | Prologis Inc | 股票-房地产 | 1.14% | -0.03% | +28.57% | |
| 19 | UBER | Uber Technologies Inc | 股票-工业 | 1.13% | -0.04% | +18.18% | |
| 20 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.13% | +0.19% | +18.18% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.10% | -0.08% | +20.93% | |
| 22 | AMT | American Tower CORP | 股票-房地产 | 1.07% | -0.12% | +25.00% | |
| 23 | AMGN | Amgen Inc | 股票-医疗保健 | 1.06% | -0.03% | +28.79% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | -0.26% | +5.00% | |
| 25 | SPG | Simon Property Group Inc | 股票-房地产 | 1.04% | +0.11% | +25.00% | |
| 26 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.03% | -0.04% | +26.87% | |
| 27 | ESS | Essex Property Trust Inc | 股票-房地产 | 1.01% | +0.11% | +41.67% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | -0.02% | +20.37% | |
| 29 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.98% | -0.01% | +25.00% | |
| 30 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.96% | -0.05% | +25.00% | |
| 31 | STT | State Street CORP | 股票-金融 | 0.95% | +0.28% | +32.14% | |
| 32 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.95% | +0.02% | — | |
| 33 | NUE | Nucor CORP | 股票-原材料 | 0.93% | +0.24% | +9.15% | |
| 34 | FDX | Fedex CORP | 股票-工业 | 0.89% | -0.17% | +30.77% | |
| 35 | TWLO | Twilio Inc - A | 股票-科技 | 0.89% | +0.64% | +25.00% | |
| 36 | COP | Conocophillips | 股票-能源 | 0.88% | -0.34% | +5.00% | |
| 37 | GPCR | Structure Therapeutics Inc | 股票-其他 | 0.87% | +0.15% | +52.17% | |
| 38 | OVV | Ovintiv Inc | 股票-能源 | 0.87% | -0.11% | +24.36% | |
| 39 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.86% | +0.16% | — | |
| 40 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.85% | -0.05% | +30.43% | |
| 41 | R | Ryder System Inc | 股票-工业 | 0.84% | +0.15% | +20.48% | |
| 42 | DINO | Hf Sinclair CORP | 股票-能源 | 0.81% | +0.10% | +16.67% | |
| 43 | NTR | Nutrien LTD | 股票-原材料 | 0.78% | -0.21% | +36.36% | |
| 44 | DVN | Devon Energy CORP | 股票-能源 | 0.78% | -0.15% | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.76% | -0.02% | +32.74% | |
| 46 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.75% | -0.21% | +2.86% | |
| 47 | MRP | Millrose Properties | 股票-房地产 | 0.74% | +0.01% | +42.86% | |
| 48 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.73% | +0.08% | +41.67% | |
| 49 | REG | Regency Centers CORP | 股票-房地产 | 0.73% | +0.06% | +50.00% | |
| 50 | ALB | Albemarle CORP | 股票-原材料 | 0.72% | -0.34% | +53.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | +9.09% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.9% | -9.30% | 加仓 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.6% | -24.07% | 减仓 |
| 4 | STT | State Street CORP | +0.6% | +32.14% | 加仓 |
| 5 | CCJ | Cameco CORP | +0.5% | — | 不变 |
| 6 | AFRM | Affirm Holdings Inc | +0.4% | +17.33% | 加仓 |
| 7 | IPGP | Ipg Photonics CORP | +0.4% | +17.65% | 加仓 |
| 8 | WYNN | Wynn Resorts LTD | +0.4% | +30.43% | 加仓 |
| 9 | ALB | Albemarle CORP | +0.4% | +53.85% | 加仓 |
| 10 | STAG | Stag Industrial Inc | +0.3% | +33.33% | 加仓 |
| 11 | DINO | Hf Sinclair CORP | +0.3% | +16.67% | 加仓 |
| 12 | DIS | Walt Disney Co/the | +0.3% | +32.74% | 加仓 |
| 13 | MS | Morgan Stanley | +0.2% | +14.29% | 加仓 |
| 14 | A | Agilent Technologies Inc | +0.2% | +17.65% | 加仓 |
| 15 | ADSK | Autodesk Inc | +0.2% | +26.87% | 加仓 |
| 16 | MRP | Millrose Properties | +0.2% | +42.86% | 加仓 |
| 17 | FLR | Fluor CORP | +0.1% | +35.42% | 加仓 |
| 18 | BXP | Bxp Inc | +0.1% | +16.67% | 加仓 |
| 19 | VNO | Vornado Realty Trust | +0.1% | +60.00% | 加仓 |
| 20 | ITW | Illinois Tool Works | +0.1% | +9.89% | 加仓 |
| 21 | SCHW | Schwab (charles) CORP | +0.1% | +20.93% | 加仓 |
| 22 | NUE | Nucor CORP | +0.1% | +9.15% | 加仓 |
| 23 | OVV | Ovintiv Inc | +0.1% | +24.36% | 加仓 |
| 24 | R | Ryder System Inc | +0.1% | +20.48% | 加仓 |
| 25 | KIM | Kimco Realty CORP | +0.1% | +66.67% | 加仓 |
| 26 | HIW | Highwoods Properties Inc | +0.1% | +66.67% | 加仓 |
| 27 | UBER | Uber Technologies Inc | 0% | +18.18% | 加仓 |
| 28 | NTR | Nutrien LTD | 0% | +36.36% | 加仓 |
| 29 | APA | Apa CORP | 0% | +6.25% | 加仓 |
| 30 | LMT | Lockheed Martin CORP | 0% | +33.93% | 加仓 |
| 31 | OUT | Outfront Media Inc | 0% | +40.00% | 加仓 |
| 32 | FRT | Federal Realty Invs Trust | 0% | +50.00% | 加仓 |
| 33 | ALEX | Alexander & Baldwin Inc | 0% | +60.00% | 加仓 |
| 34 | PH | Parker Hannifin CORP | 0% | +3.17% | 加仓 |
| 35 | DLR | Digital Realty Trust Inc | 0% | +25.00% | 加仓 |
| 36 | UDR | Udr Inc | 0% | +80.00% | 加仓 |
| 37 | REG | Regency Centers CORP | 0% | +50.00% | 加仓 |
| 38 | BIREF | Birchcliff Energy LTD | 0% | +66.67% | 加仓 |
| 39 | WY | Weyerhaeuser Co | 0% | +75.00% | 加仓 |
| 40 | WSM | Williams-sonoma Inc | -0.1% | +18.18% | 加仓 |
| 41 | LEN | Lennar Corp-a | -0.1% | +25.00% | 加仓 |
| 42 | UMH | Umh Properties Inc | -0.1% | +60.00% | 加仓 |
| 43 | OXY-WS | Occidental Petroleum-cw27 | -0.1% | — | 不变 |
| 44 | SPG | Simon Property Group Inc | -0.1% | +25.00% | 加仓 |
| 45 | CP | Canadian Pacific Kansas City | -0.1% | +21.21% | 加仓 |
| 46 | PSX | Phillips 66 | -0.1% | — | 加仓 |
| 47 | FDX | Fedex CORP | -0.1% | +30.77% | 加仓 |
| 48 | VALE | Vale Sa-sp Adr | -0.1% | — | 不变 |
| 49 | BP | Bp Plc-spons Adr | -0.1% | — | 加仓 |
| 50 | BHP | Bhp Group Ltd-spon Adr | -0.1% | — | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Pacific Heights Asset Management LLC 在 Q3 2025 季度的美股持仓总市值约为 US$31.6亿，共申报了 79 个公开持股仓位。
在 Q3 2025 季度，Pacific Heights Asset Management LLC 按市值排列的前三大核心持股分别为：PLTR (9.1%)、TPL (7.7%)、NVDA (6.5%)。其中最大持股仓位 PLTR 占据整体投资组合约 9.1% 的权重。
在 Q3 2025 季度中，Pacific Heights Asset Management LLC 共进行了 75 项持仓异动，包含新建仓 8 个仓位、加仓 65 个仓位、减仓 1 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 APP。 本季清仓仓位包含 VNOMUSD。
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。