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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001647273
申报总市值
US$65.7亿
US$65.7亿
411 檔
18.3%
截至 Q4 2025 季度末，Perpetual Ltd 的美股持仓估值约为 US$65.7亿，全数申报仓位共有 411 档。
在 Q4 2025，Perpetual Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 75 个仓位并完全清仓 44 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，Perpetual Ltd 的前 5 大核心持股（包含 SRE, MSFT, ATO 等）合计占整体申报市值的 18.3%，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 411 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 | SRE | Sempra | 股票-公用事业 | 4.10% | -0.26% | -0.81% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | +1.00% | -2.47% | |
| 3 | ATO | Atmos Energy CORP | 股票-公用事业 | 3.39% | -0.09% | -5.73% | |
| 4 | PM | Philip Morris International | 股票-非周期性消费 | 3.35% | -0.10% | +2.21% | |
| 5 | CRH | CRH plc | 股票-原材料 | 3.13% | -0.55% | +4.47% | |
| 6 | ICE | Intercontinental Exchange In | 股票-金融 | 3.13% | +0.94% | +4.52% | |
| 7 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 3.00% | -1.40% | +3.59% | |
| 8 | CTVA | Corteva Inc | 股票-原材料 | 2.54% | -1.33% | EXIT | |
| 9 | CSX | Csx CORP | 股票-工业 | 2.53% | -1.32% | +20.12% | |
| 10 | UNP | Union Pacific CORP | 股票-工业 | 2.40% | +0.32% | +40.30% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.28% | +0.02% | -35.09% | |
| 12 | CDW | Cdw Corp/de | 股票-科技 | 2.14% | — | -31.73% | |
| 13 | SE | Sea Ltd-adr | 股票-通信服务 | 2.02% | — | -7.34% | |
| 14 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.87% | +0.27% | -8.50% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | +1.09% | +370.82% | |
| 16 | GXO | Gxo Logistics Inc | 股票-工业 | 1.65% | — | -20.03% | |
| 17 | TIGO | Millicom International Cellular S.A. | 股票-通信服务 | 1.64% | -0.17% | -25.00% | |
| 18 | EMR | Emerson Electric Co | 股票-工业 | 1.57% | -1.32% | -21.91% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.50% | -0.24% | +45.92% | |
| 20 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.50% | — | -11.75% | |
| 21 | B | Barrick Mining CORP | 股票-原材料 | 1.50% | -0.37% | -22.52% | |
| 22 | CX | Cemex Sab-spons Adr Part Cer | 股票-其他 | 1.47% | -0.19% | -3.64% | |
| 23 | FERG | Ferguson Enterprises Inc | 股票-工业 | 1.46% | -0.48% | -23.39% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | — | -15.08% | |
| 25 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 1.40% | -0.73% | +3.94% | |
| 26 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.18% | +0.63% | +0.13% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.96% | +0.85% | -9.90% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | -0.02% | -27.51% | |
| 29 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.93% | -0.04% | -63.52% | |
| 30 | AIG | American International Group | 股票-金融 | 0.89% | — | +60.41% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.86% | -1.06% | +1.67% | |
| 32 | PR | Permian Resources Corp-cl A | 股票-能源 | 0.70% | +0.05% | +17.24% | |
| 33 | ETR | Entergy CORP | 股票-公用事业 | 0.70% | -0.06% | +2.84% | |
| 34 | WAL | Western Alliance Bancorp | 股票-金融 | 0.68% | — | +55.70% | |
| 35 | NU | Nu Holdings Ltd. | 股票-金融 | 0.67% | -0.71% | +110.67% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.21% | +2.48% | |
| 37 | PNW | Pinnacle West Capital | 股票-公用事业 | 0.64% | -0.12% | +1.20% | |
| 38 | MLI | Mueller Industries Inc | 股票-工业 | 0.61% | +0.02% | +116.34% | |
| 39 | MCHP | Microchip Technology Inc | 股票-科技 | 0.61% | -0.05% | +2.94% | |
| 40 | NEM | Newmont CORP | 股票-原材料 | 0.60% | +0.14% | +3.65% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.57% | -0.01% | +3.29% | |
| 42 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.57% | +0.23% | +0.55% | |
| 43 | EG | Everest Group, Ltd. | 股票-金融 | 0.56% | +0.01% | +4.08% | |
| 44 | AXTA | Axalta Coating Systems Ltd. | 股票-原材料 | 0.55% | -0.71% | EXIT | |
| 45 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.54% | +1.50% | — | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.53% | -0.01% | +1148.90% | |
| 47 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.52% | +0.04% | — | |
| 48 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 0.52% | — | -29.89% | |
| 49 | PSA | Public Storage | 股票-房地产 | 0.51% | -0.08% | +2.91% | |
| 50 | ENTG | Entegris Inc | 股票-科技 | 0.51% | — | +2.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CTVA | Corteva Inc | +2.5% | +78688.52% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.4% | +370.82% | 加仓 |
| 3 | UNP | Union Pacific CORP | +0.9% | +40.30% | 加仓 |
| 4 | CSX | Csx CORP | +0.8% | +20.12% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +45.92% | 加仓 |
| 6 | CRH | CRH plc | +0.7% | +4.47% | 加仓 |
| 7 | FCX | Freeport-mcmoran Inc | +0.5% | -8.50% | 减仓 |
| 8 | LLY | Eli Lilly & Co | +0.5% | +1148.90% | 加仓 |
| 9 | 6D8 | Dupont De Nemours Inc | +0.5% | +19109.00% | 加仓 |
| 10 | PM | Philip Morris International | +0.5% | +2.21% | 加仓 |
| 11 | SRE | Sempra | +0.5% | -0.81% | 减仓 |
| 12 | ICE | Intercontinental Exchange In | +0.5% | +4.52% | 加仓 |
| 13 | AIG | American International Group | +0.5% | +60.41% | 加仓 |
| 14 | CX | Cemex Sab-spons Adr Part Cer | +0.4% | -3.64% | 减仓 |
| 15 | NU | Nu Holdings Ltd. | +0.4% | +110.67% | 加仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.4% | +4035.35% | 加仓 |
| 17 | MLI | Mueller Industries Inc | +0.4% | +116.34% | 加仓 |
| 18 | PCG | P G & E CORP | +0.4% | +2080.10% | 加仓 |
| 19 | NXT | Nextpower Inc-cl A | +0.4% | +2865.26% | 加仓 |
| 20 | LFUS | Littelfuse Inc | +0.3% | +11392.03% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.3% | -15.08% | 减仓 |
| 22 | WAL | Western Alliance Bancorp | +0.3% | +55.70% | 加仓 |
| 23 | UNH | Unitedhealth Group Inc | +0.3% | +539.88% | 加仓 |
| 24 | MRK | Merck & Co. Inc. | +0.3% | +1.67% | 加仓 |
| 25 | ATO | Atmos Energy CORP | +0.3% | -5.73% | 减仓 |
| 26 | B | Barrick Mining CORP | +0.3% | -22.52% | 减仓 |
| 27 | HDB | Hdfc Bank Ltd-adr | +0.2% | +0.13% | 加仓 |
| 28 | PR | Permian Resources Corp-cl A | +0.2% | +17.24% | 加仓 |
| 29 | AXTA | Axalta Coating Systems Ltd. | +0.2% | +29.26% | 加仓 |
| 30 | ITUB | Itau Unibanco H-spon Prf Adr | +0.2% | +3.94% | 加仓 |
| 31 | MSFT | Microsoft CORP | +0.2% | -2.47% | 减仓 |
| 32 | NEM | Newmont CORP | +0.2% | +3.65% | 加仓 |
| 33 | AAPL | Apple Inc | +0.2% | +30.36% | 加仓 |
| 34 | FTV | Fortive CORP | +0.1% | +2.80% | 加仓 |
| 35 | HAL | Halliburton Co | +0.1% | +2.80% | 加仓 |
| 36 | ETR | Entergy CORP | +0.1% | +2.84% | 加仓 |
| 37 | QCOM | Qualcomm Inc | +0.1% | +3.29% | 加仓 |
| 38 | CCK | Crown Holdings Inc | +0.1% | +23.11% | 加仓 |
| 39 | AMZN | Amazon.com Inc | +0.1% | -9.90% | 减仓 |
| 40 | KDP | Keurig Dr Pepper Inc | +0.1% | +3.87% | 加仓 |
| 41 | FLUT | Flutter Entertainment plc | +0.1% | +3.59% | 加仓 |
| 42 | FMX | Fomento Economico Mex-sp Adr | +0.1% | +100.22% | 加仓 |
| 43 | GOOG | Alphabet Inc-cl C | +0.1% | +33.54% | 加仓 |
| 44 | SQM | Quimica Y Minera Chil-sp Adr | +0.1% | +29.90% | 加仓 |
| 45 | XOM | Exxon Mobil CORP | +0.1% | +88.04% | 加仓 |
| 46 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +0.55% | 加仓 |
| 47 | AMT | American Tower CORP | +0.1% | +3.98% | 加仓 |
| 48 | META | Meta Platforms Inc-class A | +0.1% | +32.28% | 加仓 |
| 49 | IBN | Icici Bank Ltd-spon Adr | +0.1% | -2.42% | 减仓 |
| 50 | PSA | Public Storage | 0% | +2.91% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Perpetual Ltd 在 Q4 2025 季度的美股持仓总市值约为 US$65.7亿，共申报了 411 个公开持股仓位。
在 Q4 2025 季度，Perpetual Ltd 按市值排列的前三大核心持股分别为：SRE (4.1%)、MSFT (3.4%)、ATO (3.4%)。其中最大持股仓位 SRE 占据整体投资组合约 4.1% 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
GEHC
市值: US$3765.6万
本季最大获利了结 / 清仓标的
AER
前期市值: US$1.6亿
在 Q4 2025 季度中，Perpetual Ltd 共进行了 200 项持仓异动，包含新建仓 17 个仓位、加仓 64 个仓位、减仓 75 个仓位以及清仓 44 个仓位。 其中最大新建仓标的为 GEHC。 本季清仓仓位包含 AER。
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。