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: 0001511037
申报总市值
US$10.0亿
US$10.0亿
214 檔
16.7%
根据最新整理的 13F 季度数据集，Patton Albertson Miller Group, LLC 于 Q4 2025 结束时的管理资产规模为 US$10.0亿。该机构在本季度申报了 214 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Patton Albertson Miller Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 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，Patton Albertson Miller Group, LLC 的前 5 大核心持股（包含 NVDA, AAPL, IVV 等）合计占整体申报市值的 16.7%，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 214 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 | NVDA | Nvidia CORP | 股票-科技 | 6.07% | -0.33% | -3.57% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.31% | -0.21% | -5.88% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.61% | -0.22% | -0.36% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.17% | -0.15% | -3.06% | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.61% | +0.42% | -3.96% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 2.44% | -0.08% | +32.83% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.34% | +0.25% | +5.43% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.34% | -9.10% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.20% | — | -4.05% | |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.97% | +0.99% | — | |
| 11 | KLAC | Kla CORP | 股票-科技 | 1.88% | +1.30% | -4.58% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.81% | -0.01% | -5.40% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | -0.12% | -1.07% | |
| 14 | CVLG | Covenant Logistics Group Inc | 股票-其他 | 1.50% | +0.70% | — | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.42% | -0.22% | +1.77% | |
| 16 | PWR | Quanta Services Inc | 股票-工业 | 1.32% | -0.01% | -8.99% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.31% | +0.21% | -0.26% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.30% | -0.06% | -8.00% | |
| 19 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 1.28% | -0.29% | — | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.27% | +0.33% | +0.19% | |
| 21 | MCK | Mckesson CORP | 股票-医疗保健 | 1.23% | -0.34% | -4.65% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.20% | -0.33% | -1.35% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.18% | -0.04% | -1.63% | |
| 24 | URI | United Rentals Inc | 股票-工业 | 1.18% | +0.29% | -2.13% | |
| 25 | APP | Applovin Corp-class A | 股票-科技 | 1.18% | +0.09% | -0.09% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 1.15% | +1.11% | -0.22% | |
| 27 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.13% | -0.13% | +0.71% | |
| 28 | CMI | Cummins Inc | 股票-工业 | 1.04% | +0.08% | -3.61% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.03% | -0.14% | -4.32% | |
| 30 | WAB | Wabtec CORP | 股票-工业 | 1.00% | -0.12% | -0.54% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.00% | -0.18% | +17.36% | |
| 32 | DHR | Danaher CORP | 股票-医疗保健 | 0.96% | -0.13% | -0.14% | |
| 33 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.90% | -0.03% | -0.80% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.83% | -0.11% | +0.44% | |
| 35 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.82% | -0.10% | +2.41% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.81% | -0.08% | -39.84% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | +0.03% | +2.48% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.81% | -0.02% | +3.72% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.78% | +0.06% | +5.64% | |
| 40 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 0.78% | +0.06% | — | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.78% | -0.10% | +1.12% | |
| 42 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.76% | -0.16% | -0.24% | |
| 43 | INCY | Incyte CORP | 股票-医疗保健 | 0.75% | +0.01% | -1.61% | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.75% | -0.21% | -4.17% | |
| 45 | IQLT | Ishares Msci International Q | ETF-其他 | 0.74% | -0.09% | -20.14% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.73% | -0.33% | +0.72% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | -0.02% | +0.34% | |
| 48 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.65% | -0.09% | -0.04% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.65% | -0.09% | +1.76% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.65% | -0.12% | -15.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.6% | +32.83% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -4.05% | 减仓 |
| 3 | AMAT | Applied Materials Inc | +0.2% | -0.22% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +2.48% | 加仓 |
| 5 | CMI | Cummins Inc | +0.1% | -3.61% | 减仓 |
| 6 | BIV | Vanguard Intermediate-term B | +0.1% | +17.36% | 加仓 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.44% | 加仓 |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.43% | 加仓 |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +0.19% | 加仓 |
| 10 | DHR | Danaher CORP | +0.1% | -0.14% | 减仓 |
| 11 | KLAC | Kla CORP | +0.1% | -4.58% | 减仓 |
| 12 | INCY | Incyte CORP | +0.1% | -1.61% | 减仓 |
| 13 | VNQ | Vanguard Real Estate ETF | +0.1% | +201.88% | 加仓 |
| 14 | IBM | Intl Business Machines CORP | +0.1% | +3.72% | 加仓 |
| 15 | OEF | Ishares S&p 100 ETF | +0.1% | +5.64% | 加仓 |
| 16 | WMT | Walmart Inc | 0% | -1.35% | 减仓 |
| 17 | IVV | Ishares Core S&p 500 ETF | 0% | -0.36% | 减仓 |
| 18 | VZ | Verizon Communications Inc | -0.1% | -9.09% | 减仓 |
| 19 | LKQ | Lkq CORP | -0.1% | -24.87% | 减仓 |
| 20 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -17.80% | 减仓 |
| 21 | VLO | Valero Energy CORP | -0.1% | -4.17% | 减仓 |
| 22 | LLY | Eli Lilly & Co | -0.1% | -62.34% | 减仓 |
| 23 | PG | Procter & Gamble Co/the | -0.1% | -15.64% | 减仓 |
| 24 | APP | Applovin Corp-class A | -0.1% | -0.09% | 减仓 |
| 25 | STZ | Constellation Brands Inc-a | -0.1% | -44.26% | 减仓 |
| 26 | HPQ | Hp Inc | -0.1% | -15.28% | 减仓 |
| 27 | PWR | Quanta Services Inc | -0.1% | -8.99% | 减仓 |
| 28 | TGT | Target CORP | -0.2% | -36.81% | 减仓 |
| 29 | ROP | Roper Technologies Inc | -0.2% | -10.09% | 减仓 |
| 30 | PHM | Pultegroup Inc | -0.2% | -0.80% | 减仓 |
| 31 | VOO | Vanguard S&p 500 ETF | -0.2% | -25.09% | 减仓 |
| 32 | IQLT | Ishares Msci International Q | -0.2% | -20.14% | 减仓 |
| 33 | SYK | Stryker CORP | -0.2% | -15.53% | 减仓 |
| 34 | META | Meta Platforms Inc-class A | -0.2% | +1.77% | 加仓 |
| 35 | SHW | Sherwin-williams Co/the | -0.2% | -31.29% | 减仓 |
| 36 | ADBE | Adobe Inc | -0.2% | -46.00% | 减仓 |
| 37 | APH | Amphenol Corp-cl A | -0.2% | -56.71% | 减仓 |
| 38 | COST | Costco Wholesale CORP | -0.2% | -52.29% | 减仓 |
| 39 | URI | United Rentals Inc | -0.3% | -2.13% | 减仓 |
| 40 | NVDA | Nvidia CORP | -0.4% | -3.57% | 减仓 |
| 41 | FISV | Fiserv Inc | -0.4% | -45.06% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.5% | -9.10% | 减仓 |
| 43 | HD | Home Depot Inc | -0.8% | -39.84% | 减仓 |
| 44 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | 新建仓 |
| 45 | SHLD | Global X Defense Tech ETF | — | NEW | 新建仓 |
| 46 | AIQ | Global X Art Intel & Tech | — | NEW | 新建仓 |
| 47 | IAU | Ishares Gold Trust | — | NEW | 新建仓 |
| 48 | ITA | Ishares U.s. Aerospace & Def | — | NEW | 新建仓 |
| 49 | THRO | Ishares U.s. Thematic Rotati | — | NEW | 新建仓 |
| 50 | KDP | Keurig Dr Pepper Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Patton Albertson Miller Group, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$10.0亿，共申报了 214 个公开持股仓位。
在 Q4 2025 季度，Patton Albertson Miller Group, LLC 按市值排列的前三大核心持股分别为：NVDA (6.1%)、AAPL (4.3%)、IVV (3.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.1% 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
BAI
市值: US$1677.9万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$5353.4万
在 Q4 2025 季度中，Patton Albertson Miller Group, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 10 个仓位、减仓 33 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 BAI。
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。