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: 0002010453
申报总市值
US$1.7亿
US$1.7亿
159 檔
22.8%
Q3 2025 季度申报显示，Patrick M Sweeney & Associates, Inc 披露的美股组合总市值为 US$1.7亿，涵盖 159 个不同之权益投资仓位。
在 Q3 2025，Patrick M Sweeney & Associates, Inc 操作展现出积极扩展与加仓意向。本季共新建仓 14 个新仓位，并对 22 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Patrick M Sweeney & Associates, Inc 的前 5 大核心持股（包含 ABT, AAPL, JPM 等）合计占整体申报市值的 22.8%，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 | ABT | Abbott Laboratories | 股票-医疗保健 | 6.44% | -0.99% | +0.06% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.14% | +0.09% | +0.15% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.88% | -0.77% | +0.01% | |
| 4 | BAC | Bank Of America CORP | 股票-金融 | 4.23% | -0.03% | +0.30% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.97% | +0.14% | +0.11% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.50% | -0.20% | -0.07% | |
| 7 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.61% | -0.15% | +0.03% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.34% | +0.28% | +0.88% | |
| 9 | PFE | Pfizer Inc | 股票-医疗保健 | 2.25% | -0.38% | +0.65% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.75% | +0.05% | +1.23% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.70% | +0.44% | +0.01% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | +0.02% | — | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.55% | -0.27% | -0.08% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | +0.20% | +0.26% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.46% | +0.33% | +0.44% | |
| 16 | BX | Blackstone Inc | 股票-金融 | 1.42% | -0.06% | +0.32% | |
| 17 | WM | Waste Management Inc | 股票-工业 | 1.32% | -0.17% | +0.34% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.17% | +0.57% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.06% | -0.43% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | -0.09% | +0.04% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.03% | +0.08% | -0.92% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.93% | — | — | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.04% | +0.02% | |
| 24 | ETN | Eaton Corporation plc | 股票-工业 | 0.85% | +0.07% | +0.43% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.85% | +0.01% | — | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | +0.01% | +1.37% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 0.83% | -0.12% | — | |
| 28 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.83% | -0.07% | +0.57% | |
| 29 | CSX | Csx CORP | 股票-工业 | 0.79% | +0.04% | +0.59% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.77% | +0.06% | -0.33% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | -0.05% | +0.58% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.72% | -0.15% | +0.66% | |
| 33 | URI | United Rentals Inc | 股票-工业 | 0.70% | +0.19% | -0.96% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | -0.14% | -0.20% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.68% | -0.74% | EXIT | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.67% | -0.16% | -0.04% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | +0.06% | +0.62% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.64% | +0.01% | +0.47% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | -0.01% | +0.02% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.59% | +0.01% | +3.29% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.58% | +0.15% | +1.61% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.56% | -0.01% | +1.25% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | -0.05% | +0.02% | |
| 44 | CMI | Cummins Inc | 股票-工业 | 0.56% | +0.13% | -0.97% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.54% | -0.04% | +0.89% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.54% | +0.02% | +1.42% | |
| 47 | TSLA | Tesla Inc | 股票-周期性消费 | 0.53% | +0.01% | +2.50% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.25% | +1.57% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | -0.05% | -3.25% | |
| 50 | VLO | Valero Energy CORP | 股票-能源 | 0.52% | -0.04% | +1.08% |
| # | 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 | +0.6% | +0.88% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.6% | -0.07% | 加仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | +0.01% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | -0.92% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.4% | +0.02% | 加仓 |
| 6 | BAC | Bank Of America CORP | +0.3% | +0.30% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.3% | — | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.2% | +0.02% | 减仓 |
| 9 | TSLA | Tesla Inc | +0.2% | +2.50% | 加仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | -0.33% | 加仓 |
| 11 | URI | United Rentals Inc | +0.2% | -0.96% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.62% | 加仓 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.26% | 减仓 |
| 14 | ETN | Eaton Corporation plc | +0.1% | +0.43% | 加仓 |
| 15 | VGT | Vanguard Info Tech ETF | +0.1% | +1.61% | 加仓 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +0.58% | 加仓 |
| 17 | CMI | Cummins Inc | +0.1% | -0.97% | 加仓 |
| 18 | AMAT | Applied Materials Inc | +0.1% | +1.76% | 加仓 |
| 19 | BA | Boeing Co/the | +0.1% | +1.25% | 加仓 |
| 20 | PFE | Pfizer Inc | +0.1% | +0.65% | 加仓 |
| 21 | CSX | Csx CORP | +0.1% | +0.59% | 加仓 |
| 22 | RTX | Rtx CORP | +0.1% | — | 减仓 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +1.23% | 加仓 |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +0.57% | 加仓 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 减仓 |
| 26 | BX | Blackstone Inc | — | +0.32% | 减仓 |
| 27 | AAPL | Apple Inc | -0.1% | +0.15% | 减仓 |
| 28 | CVS | Cvs Health CORP | -0.1% | +0.01% | 减仓 |
| 29 | ABBV | Abbvie Inc | -0.2% | +0.11% | 加仓 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | — | 减仓 |
| 31 | HLN | Haleon Plc-adr | -0.3% | — | 减仓 |
| 32 | UNH | Unitedhealth Group Inc | -0.4% | -2.86% | 减仓 |
| 33 | MRK | Merck & Co. Inc. | -0.6% | +0.03% | 加仓 |
| 34 | BLK | Blackrock Inc | — | NEW | 新建仓 |
| 35 | BLKCHF | Blackrock Inc | — | EXIT | 清仓 |
| 36 | BP | Bp Plc-spons Adr | — | NEW | 新建仓 |
| 37 | INTC | Intel CORP | — | NEW | 新建仓 |
| 38 | A | Agilent Technologies Inc | — | NEW | 新建仓 |
| 39 | CEG | Constellation Energy | — | NEW | 新建仓 |
| 40 | VO | Vanguard Mid-cap ETF | — | NEW | 新建仓 |
| 41 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | 新建仓 |
| 42 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 43 | O | Realty Income CORP | — | NEW | 新建仓 |
| 44 | VTV | Vanguard Value ETF | — | NEW | 新建仓 |
| 45 | FTNT | Fortinet Inc | — | EXIT | 清仓 |
| 46 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建仓 |
| 47 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建仓 |
| 48 | KMB | Kimberly-clark CORP | — | EXIT | 清仓 |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建仓 |
| 50 | TJX | Tjx Companies Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Patrick M Sweeney & Associates, Inc 在 Q3 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 159 个公开持股仓位。
在 Q3 2025 季度，Patrick M Sweeney & Associates, Inc 按市值排列的前三大核心持股分别为：ABT (6.4%)、AAPL (6.1%)、JPM (4.9%)。其中最大持股仓位 ABT 占据整体投资组合约 6.4% 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
BLK
市值: US$37.6万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$29.2万
在 Q3 2025 季度中，Patrick M Sweeney & Associates, Inc 共进行了 50 项持仓异动，包含新建仓 14 个仓位、加仓 22 个仓位、减仓 11 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。