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: 0001044905
申报总市值
US$18.9亿
US$18.9亿
341 檔
22.0%
Q4 2025 季度申报显示，Patten & Patten Inc/tn 披露的美股组合总市值为 US$18.9亿，涵盖 341 个不同之权益投资仓位。
在 Q4 2025，Patten & Patten Inc/tn 展现出较为审慎的避险与获利了结姿态。本季共减仓 35 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Patten & Patten Inc/tn 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合计占整体申报市值的 22.0%，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 341 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 | AAPL | Apple Inc | 股票-科技 | 10.18% | -0.13% | -5.96% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.39% | -2.91% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.76% | +0.26% | -4.62% | |
| 4 | IXN | Ishares Global Tech ETF | ETF-科技型 | 3.36% | +1.08% | +2.88% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.81% | +1.13% | +1.06% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | -0.06% | -4.66% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.18% | +0.03% | -4.83% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | -0.01% | -4.87% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 1.85% | -0.06% | -4.34% | |
| 10 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 1.76% | +0.03% | -18.02% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 1.59% | -0.24% | -3.52% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.48% | -0.35% | -2.51% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.42% | +0.09% | -3.94% | |
| 14 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.31% | -0.24% | -3.46% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.27% | +0.01% | +0.49% | |
| 16 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.21% | -0.09% | — | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.11% | -0.25% | -6.65% | |
| 18 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 1.10% | +1.60% | +0.16% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | -0.13% | -2.56% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.03% | -0.22% | -4.66% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.02% | -0.17% | -8.95% | |
| 22 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.99% | -0.39% | -5.74% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | -0.42% | +0.76% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.97% | -0.12% | +6.95% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | +0.11% | -5.60% | |
| 26 | COP | Conocophillips | 股票-能源 | 0.97% | -0.42% | -5.17% | |
| 27 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.95% | -0.10% | -3.24% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.93% | +0.24% | -8.69% | |
| 29 | LPX | Louisiana-pacific CORP | 股票-工业 | 0.93% | -0.04% | -9.24% | |
| 30 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.93% | +0.03% | +35.96% | |
| 31 | IYF | Ishares US Financials ETF | ETF-其他 | 0.89% | -0.05% | +0.51% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.86% | -0.22% | +25.66% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.85% | — | -8.19% | |
| 34 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.82% | -0.04% | -2.05% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.79% | — | +0.00% | |
| 36 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-科技型 | 0.76% | +0.06% | +8.23% | |
| 37 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.73% | +0.01% | +3.49% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.70% | -0.06% | -14.48% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.67% | -0.14% | -5.01% | |
| 40 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.66% | +0.02% | -6.75% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.64% | -0.11% | -3.26% | |
| 42 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.63% | +0.01% | -1.32% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.63% | -0.05% | -7.11% | |
| 44 | EUAD | Select Stoxx Eur Aer De ETF | ETF-其他 | 0.62% | +0.01% | +8.48% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.62% | -0.02% | -0.53% | |
| 46 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.58% | -0.03% | -5.61% | |
| 47 | INTU | Intuit Inc | 股票-科技 | 0.57% | -0.24% | -5.47% | |
| 48 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.52% | +0.18% | +156.10% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.52% | -0.04% | -0.81% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.16% | -5.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -4.62% | 减仓 |
| 2 | RSPT | Invesco S&p 500 Equal Weight | +0.3% | +156.10% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -3.94% | 减仓 |
| 4 | MGC | Vanguard Mega Cap ETF | +0.3% | +35.96% | 加仓 |
| 5 | GLD | Spdr Gold Shares | +0.3% | +25.66% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.2% | -5.60% | 减仓 |
| 7 | IXN | Ishares Global Tech ETF | +0.2% | +2.88% | 加仓 |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +53.56% | 加仓 |
| 9 | STZ | Constellation Brands Inc-a | +0.1% | +129.05% | 加仓 |
| 10 | MRK | Merck & Co. Inc. | +0.1% | -7.11% | 减仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -2.56% | 减仓 |
| 12 | RTX | Rtx CORP | +0.1% | -3.52% | 减仓 |
| 13 | AMD | Advanced Micro Devices | +0.1% | -11.51% | 减仓 |
| 14 | WMT | Walmart Inc | +0.1% | -2.51% | 减仓 |
| 15 | NVDA | Nvidia CORP | +0.1% | +17.12% | 加仓 |
| 16 | FCX | Freeport-mcmoran Inc | +0.1% | -1.19% | 减仓 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +0.76% | 加仓 |
| 18 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | +8.23% | 加仓 |
| 19 | EXK | Exact Sciences CORP | +0.1% | -10.26% | 减仓 |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +6.95% | 加仓 |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +16.57% | 加仓 |
| 22 | BOND | Pimco Active Bond Exchange-t | +0.1% | +14.70% | 加仓 |
| 23 | XLV | Ss Health Care Select Sector | +0.1% | +2.59% | 加仓 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -8.19% | 减仓 |
| 25 | ORCL | Oracle CORP | -0.1% | -9.71% | 减仓 |
| 26 | COP | Conocophillips | -0.1% | -5.17% | 减仓 |
| 27 | HON | Honeywell International Inc | -0.1% | -5.39% | 减仓 |
| 28 | INTU | Intuit Inc | -0.1% | -5.47% | 减仓 |
| 29 | TXN | Texas Instruments Inc | -0.1% | -6.16% | 减仓 |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -4.66% | 减仓 |
| 31 | KO | Coca-cola Co/the | -0.1% | -14.48% | 减仓 |
| 32 | DXCM | Dexcom Inc | -0.1% | -22.23% | 减仓 |
| 33 | ADBE | Adobe Inc | -0.1% | -13.47% | 减仓 |
| 34 | ORLY | O'reilly Automotive Inc | -0.1% | -4.01% | 减仓 |
| 35 | AOS | Smith (a.o.) CORP | -0.1% | -8.23% | 减仓 |
| 36 | HD | Home Depot Inc | -0.1% | -0.81% | 减仓 |
| 37 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -8.95% | 减仓 |
| 38 | ABT | Abbott Laboratories | -0.1% | -4.66% | 减仓 |
| 39 | PHM | Pultegroup Inc | -0.1% | -6.75% | 减仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -8.69% | 减仓 |
| 41 | ABBV | Abbvie Inc | -0.2% | -4.83% | 减仓 |
| 42 | COST | Costco Wholesale CORP | -0.2% | -6.65% | 减仓 |
| 43 | LPX | Louisiana-pacific CORP | -0.2% | -9.24% | 减仓 |
| 44 | TSCO | Tractor Supply Company | -0.2% | -5.74% | 减仓 |
| 45 | PGR | Progressive CORP | -0.3% | -4.34% | 减仓 |
| 46 | PYPL | Paypal Holdings Inc | -0.4% | -72.43% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.4% | -2.91% | 减仓 |
| 48 | SW | Smurfit Westrock Plc | -0.6% | -18.02% | 减仓 |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | 新建仓 |
| 50 | GPIX | Gldm SA S&p 500 Pr In Etf-us | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Patten & Patten Inc/tn 在 Q4 2025 季度的美股持仓总市值约为 US$18.9亿，共申报了 341 个公开持股仓位。
在 Q4 2025 季度，Patten & Patten Inc/tn 按市值排列的前三大核心持股分别为：AAPL (10.2%)、MSFT (4.3%)、GOOGL (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.2% 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
IEI
市值: US$730.4万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$8038.7万
在 Q4 2025 季度中，Patten & Patten Inc/tn 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 13 个仓位、减仓 35 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IEI。
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。