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: 0001532943
申报总市值
US$3.1亿
US$3.1亿
159 檔
15.6%
Q4 2025 季度申报显示，Palogic Value Management, L.P. 披露的美股组合总市值为 US$3.1亿，涵盖 159 个不同之权益投资仓位。
Palogic Value Management, L.P. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 17 个全新仓位及加仓 59 档持股的同时，亦同步清仓 25 档并减仓 32 档标的。
在资产配置集中度方面，Palogic Value Management, L.P. 的前 5 大核心持股（包含 AAPL, GOOG, AVGO 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。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.16% | +3.91% | -0.66% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.39% | -0.22% | -0.92% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.35% | -0.41% | -5.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.16% | +0.12% | -0.62% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.87% | -0.67% | +2.62% | |
| 6 | LPRO | Open Lending CORP | 股票-其他 | 2.79% | -2.40% | EXIT | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.45% | -1.26% | — | |
| 8 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 2.17% | -0.52% | +0.66% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.98% | -0.45% | +1.18% | |
| 10 | PEB | Pebblebrook Hotel Trust | 股票-其他 | 1.89% | -1.47% | EXIT | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.83% | -0.18% | — | |
| 12 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 股票-其他 | 1.79% | -0.33% | +4.61% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.72% | -0.19% | -1.11% | |
| 14 | SHEL | Shell Plc-adr | 股票-能源 | 1.69% | -0.24% | -10.37% | |
| 15 | EB4 | Eventbrite Inc-class A | 股票-其他 | 1.63% | — | +21.10% | |
| 16 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 1.46% | -0.26% | +10.61% | |
| 17 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 1.38% | -0.07% | +8.67% | |
| 18 | FLYW | Flywire Corp-voting | 股票-其他 | 1.27% | -0.08% | -24.03% | |
| 19 | HCAT | Health Catalyst Inc | 股票-其他 | 1.27% | +1.65% | +16.32% | |
| 20 | BAND | Bandwidth Inc-class A | 股票-其他 | 1.26% | -0.92% | -2.38% | |
| 21 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 1.19% | -0.13% | +11.58% | |
| 22 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 1.16% | -0.29% | -0.54% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.15% | -0.09% | +1.35% | |
| 24 | GPN | Global Payments Inc | 股票-工业 | 1.13% | +0.07% | +151.71% | |
| 25 | AMGN | Amgen Inc | 股票-医疗保健 | 1.06% | -0.24% | +1.34% | |
| 26 | ONTF | On24 Inc | 股票-其他 | 1.00% | — | +11.11% | |
| 27 | SLND | Southland Holdings Inc | 股票-其他 | 0.97% | -0.36% | -18.41% | |
| 28 | VRRM | Verra Mobility CORP | 股票-其他 | 0.93% | -0.48% | — | |
| 29 | ARCC | Ares Capital CORP | 股票-金融 | 0.93% | -0.17% | +0.56% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.11% | — | |
| 31 | EXFY | Expensify Inc - A | 股票-其他 | 0.88% | +0.10% | +50.38% | |
| 32 | BC | Brunswick CORP | 股票-周期性消费 | 0.87% | -0.07% | +1.86% | |
| 33 | MQ | Marqeta Inc-a | 股票-其他 | 0.84% | -0.23% | +41.67% | |
| 34 | VYX | Ncr Voyix CORP | 股票-科技 | 0.83% | -0.01% | +25.79% | |
| 35 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.75% | -0.11% | -2.41% | |
| 36 | SPG | Simon Property Group Inc | 股票-房地产 | 0.71% | — | +2.06% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.15% | -2.06% | |
| 38 | LADR | Ladder Capital Corp-reit | 股票-其他 | 0.68% | -0.12% | +1.01% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | +0.05% | — | |
| 40 | LPSN 0 12-15-26债券 | Liveperson Inc | 债券 | 0.66% | -0.12% | — | |
| 41 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.65% | -0.14% | — | |
| 42 | SLB | Slb LTD | 股票-能源 | 0.63% | -0.28% | +2.00% | |
| 43 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.62% | -0.14% | +1.76% | |
| 44 | ASPN | Aspen Aerogels Inc | 股票-其他 | 0.62% | -0.27% | +162.50% | |
| 45 | LSPD | Lightspeed Commerce Inc | 股票-其他 | 0.60% | -0.06% | -20.00% | |
| 46 | CNNE | Cannae Holdings Inc | 股票-其他 | 0.60% | +0.01% | -42.03% | |
| 47 | FDUS | Fidus Investment CORP | 股票-其他 | 0.60% | -0.10% | +1.82% | |
| 48 | FNF | Fidelity National Financial | 股票-金融 | 0.58% | -0.10% | +8.48% | |
| 49 | LBRT | Liberty Energy Inc | 股票-能源 | 0.58% | +0.21% | NEW | |
| 50 | FISV | Fiserv Inc | 股票-其他 | 0.56% | — | +884.42% |
| # | 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 | +1.1% | -0.92% | 减仓 |
| 2 | EB4 | Eventbrite Inc-class A | +0.9% | +21.10% | 加仓 |
| 3 | GPN | Global Payments Inc | +0.7% | +151.71% | 加仓 |
| 4 | AAPL | Apple Inc | +0.5% | -0.66% | 减仓 |
| 5 | FISV | Fiserv Inc | +0.5% | +884.42% | 加仓 |
| 6 | ONTF | On24 Inc | +0.4% | +11.11% | 加仓 |
| 7 | TCBI | Texas Capital Bancshares Inc | +0.3% | +80.77% | 加仓 |
| 8 | BHP | Bhp Group Ltd-spon Adr | +0.3% | +0.66% | 加仓 |
| 9 | XOM | Exxon Mobil CORP | +0.2% | — | 不变 |
| 10 | OZK | Bank Ozk | +0.2% | +83.33% | 加仓 |
| 11 | NVG | Nuveen Amt-fr Muni Crdt | +0.2% | +10.61% | 加仓 |
| 12 | MQ | Marqeta Inc-a | +0.2% | +41.67% | 加仓 |
| 13 | EXFY | Expensify Inc - A | +0.2% | +50.38% | 加仓 |
| 14 | AMGN | Amgen Inc | +0.2% | +1.34% | 加仓 |
| 15 | TAP | Molson Coors Beverage Co - B | +0.2% | +11.58% | 加仓 |
| 16 | NAD | Nuveen Quality Municipal Inc | +0.2% | +8.67% | 加仓 |
| 17 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.2% | +4.61% | 加仓 |
| 18 | BC | Brunswick CORP | +0.2% | +1.86% | 加仓 |
| 19 | CRMT | America's Car-mart Inc | +0.2% | +71.20% | 加仓 |
| 20 | EOG | Eog Resources Inc | +0.2% | +72.32% | 加仓 |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +2.62% | 加仓 |
| 22 | FCX | Freeport-mcmoran Inc | +0.1% | +2.76% | 加仓 |
| 23 | AVGO | Broadcom Inc | +0.1% | -5.02% | 减仓 |
| 24 | BAC | Bank Of America CORP | +0.1% | +1.35% | 加仓 |
| 25 | AMZN | Amazon.com Inc | +0.1% | -1.11% | 减仓 |
| 26 | FDX | Fedex CORP | +0.1% | +3.49% | 加仓 |
| 27 | FSLR | First Solar Inc | +0.1% | +4.16% | 加仓 |
| 28 | SLB | Slb LTD | +0.1% | +2.00% | 加仓 |
| 29 | CSCO | Cisco Systems Inc | +0.1% | — | 不变 |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不变 |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +1.18% | 加仓 |
| 32 | CAT | Caterpillar Inc | +0.1% | -0.28% | 减仓 |
| 33 | VNOM | Viper Energy Inc-cl A | +0.1% | +17.19% | 加仓 |
| 34 | AXP | American Express Co | +0.1% | — | 不变 |
| 35 | ASPN | Aspen Aerogels Inc | +0.1% | +162.50% | 加仓 |
| 36 | PEB | Pebblebrook Hotel Trust | +0.1% | — | 不变 |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不变 |
| 38 | VYX | Ncr Voyix CORP | +0.1% | +25.79% | 加仓 |
| 39 | MRK | Merck & Co. Inc. | 0% | — | 不变 |
| 40 | PLD | Prologis Inc | 0% | +23.18% | 加仓 |
| 41 | ABBV | Abbvie Inc | 0% | — | 不变 |
| 42 | LADR | Ladder Capital Corp-reit | 0% | +1.01% | 加仓 |
| 43 | FIS | Fidelity National Info Serv | 0% | +23.26% | 加仓 |
| 44 | MA | Mastercard Inc - A | 0% | +18.73% | 加仓 |
| 45 | LVS | Las Vegas Sands CORP | 0% | — | 不变 |
| 46 | ETG | Eaton Vance T/a Gl Dvd Incm | 0% | — | 不变 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 48 | DIS | Walt Disney Co/the | 0% | +2.23% | 加仓 |
| 49 | SPG | Simon Property Group Inc | 0% | +2.06% | 加仓 |
| 50 | ARCC | Ares Capital CORP | 0% | +0.56% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Palogic Value Management, L.P. 在 Q4 2025 季度的美股持仓总市值约为 US$3.1亿，共申报了 159 个公开持股仓位。
在 Q4 2025 季度，Palogic Value Management, L.P. 按市值排列的前三大核心持股分别为：AAPL (5.2%)、GOOG (4.4%)、AVGO (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
CMG
市值: US$104.5万
本季最大获利了结 / 清仓标的
QQQ
前期市值: US$600.4万
在 Q4 2025 季度中，Palogic Value Management, L.P. 共进行了 133 项持仓异动，包含新建仓 17 个仓位、加仓 59 个仓位、减仓 32 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 CMG。 本季清仓仓位包含 QQQ。
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。
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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。