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: 0001665518
申报总市值
US$4.0亿
US$4.0亿
107 檔
37.3%
Q4 2025 季度申报显示，Physicians Financial Services, Inc. 披露的美股组合总市值为 US$4.0亿，涵盖 107 个不同之权益投资仓位。
在 Q4 2025，Physicians Financial Services, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 37 个仓位并完全清仓 2 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，Physicians Financial Services, Inc. 的前 5 大核心持股（包含 AAPL, NVDA, GOOGL 等）合计占整体申报市值的 37.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
XLE
市值: US$27.6万
本季最大获利了结 / 清仓标的
HON
前期市值: US$21.6万
| # | 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 | 15.38% | +0.44% | -1.82% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.74% | -1.28% | -3.84% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.45% | +0.78% | -1.98% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.13% | +0.40% | -0.94% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.36% | -0.32% | -1.51% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 4.70% | -0.92% | -1.25% | |
| 7 | CAT | Caterpillar Inc | 股票-工业 | 2.91% | +1.34% | -1.79% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.76% | -0.16% | -1.23% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.31% | -0.22% | -0.89% | |
| 10 | CMI | Cummins Inc | 股票-工业 | 1.67% | +0.37% | -2.47% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.65% | -0.36% | -0.86% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | +0.06% | -0.29% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 1.55% | +0.01% | -0.22% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.54% | -0.63% | -3.95% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.52% | -0.29% | -1.35% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 1.50% | -0.11% | -0.75% | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.46% | -0.23% | -0.88% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.45% | +0.14% | -3.34% | |
| 19 | PH | Parker Hannifin CORP | 股票-工业 | 1.38% | -0.01% | -0.68% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | -0.09% | -0.51% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.25% | -0.09% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | -0.06% | -0.67% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.18% | +0.30% | +2.55% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.14% | -0.03% | -0.64% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事业 | 1.10% | -0.17% | -2.44% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.09% | -0.03% | -1.67% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工业 | 0.96% | -0.28% | -1.13% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | -0.08% | -1.51% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.80% | +0.04% | -1.99% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.79% | -0.18% | -3.24% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | +0.18% | -1.50% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | +0.04% | -1.86% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.69% | -0.07% | -2.55% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.68% | — | -6.82% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | +0.01% | -1.14% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.27% | — | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | +0.07% | — | |
| 38 | DE | Deere & Co | 股票-工业 | 0.62% | +0.02% | -3.87% | |
| 39 | MMM | 3m Co | 股票-工业 | 0.61% | — | -3.25% | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.54% | +0.04% | -3.28% | |
| 41 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.48% | -0.13% | -6.39% | |
| 42 | FDX | Fedex CORP | 股票-工业 | 0.47% | -0.12% | +0.67% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.45% | -0.03% | -1.21% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.45% | -0.01% | -1.95% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.45% | +0.70% | — | |
| 46 | ITW | Illinois Tool Works | 股票-工业 | 0.42% | -0.02% | -1.55% | |
| 47 | EQIX | Equinix Inc | 股票-房地产 | 0.41% | -0.02% | — | |
| 48 | GEV | GE Vernova Inc | 股票-工业 | 0.38% | +0.14% | -2.26% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.38% | — | — | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.35% | — | -1.30% |
| # | 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 | +1.3% | -1.98% | 减仓 |
| 2 | AAPL | Apple Inc | +0.5% | -1.82% | 减仓 |
| 3 | CAT | Caterpillar Inc | +0.4% | -1.79% | 减仓 |
| 4 | LLY | Eli Lilly & Co | +0.4% | +2.55% | 加仓 |
| 5 | CMI | Cummins Inc | +0.2% | -2.47% | 减仓 |
| 6 | WMT | Walmart Inc | +0.2% | -1.25% | 减仓 |
| 7 | AMGN | Amgen Inc | +0.2% | -0.75% | 减仓 |
| 8 | PH | Parker Hannifin CORP | +0.2% | -0.68% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.1% | -0.94% | 减仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不变 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.51% | 减仓 |
| 12 | AMD | Advanced Micro Devices | +0.1% | — | 不变 |
| 13 | FDX | Fedex CORP | +0.1% | +0.67% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | — | 不变 |
| 15 | LRCX | Lam Research CORP | +0.1% | — | 不变 |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -1.36% | 减仓 |
| 17 | KO | Coca-cola Co/the | 0% | -0.64% | 减仓 |
| 18 | MAR | Marriott International -cl A | 0% | -2.05% | 减仓 |
| 19 | NUE | Nucor CORP | 0% | -2.95% | 减仓 |
| 20 | RTX | Rtx CORP | 0% | -2.55% | 减仓 |
| 21 | AXP | American Express Co | 0% | — | 不变 |
| 22 | FCNCA | First Citizens Bcshs -cl A | 0% | -7.27% | 减仓 |
| 23 | V | Visa Inc-class A Shares | 0% | -0.29% | 减仓 |
| 24 | VZ | Verizon Communications Inc | 0% | -9.59% | 减仓 |
| 25 | CLX | Clorox Company | 0% | -4.07% | 减仓 |
| 26 | TXN | Texas Instruments Inc | 0% | -6.38% | 减仓 |
| 27 | VEEV | Veeva Systems Inc-class A | 0% | — | 不变 |
| 28 | ITW | Illinois Tool Works | 0% | -1.55% | 减仓 |
| 29 | NKE | Nike Inc -cl B | -0.1% | -12.67% | 减仓 |
| 30 | CMG | Chipotle Mexican Grill Inc | -0.1% | -25.79% | 减仓 |
| 31 | UBER | Uber Technologies Inc | -0.1% | -1.84% | 减仓 |
| 32 | HSY | Hershey Co/the | -0.1% | -6.39% | 减仓 |
| 33 | LMT | Lockheed Martin CORP | -0.1% | -1.13% | 减仓 |
| 34 | ADBE | Adobe Inc | -0.1% | -6.82% | 减仓 |
| 35 | NFLX | Netflix Inc | -0.1% | +869.91% | 加仓 |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -1.51% | 减仓 |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -0.88% | 减仓 |
| 38 | DUK | Duke Energy CORP | -0.1% | -2.44% | 减仓 |
| 39 | ETN | Eaton Corporation plc | -0.1% | -3.28% | 减仓 |
| 40 | CVX | Chevron CORP | -0.1% | -3.95% | 减仓 |
| 41 | COST | Costco Wholesale CORP | -0.2% | -1.35% | 减仓 |
| 42 | HD | Home Depot Inc | -0.2% | -1.67% | 减仓 |
| 43 | ADP | Automatic Data Processing | -0.3% | -0.22% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | -0.3% | -0.89% | 减仓 |
| 45 | NVDA | Nvidia CORP | -0.4% | -3.84% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.6% | -1.51% | 减仓 |
| 47 | ORCL | Oracle CORP | -0.6% | — | 不变 |
| 48 | XLE | Ss Energy Select Sector | — | NEW | 新建仓 |
| 49 | HON | Honeywell International Inc | — | EXIT | 清仓 |
| 50 | ZBH | Zimmer Biomet Holdings Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Physicians Financial Services, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 107 个公开持股仓位。
在 Q4 2025 季度，Physicians Financial Services, Inc. 按市值排列的前三大核心持股分别为：AAPL (15.4%)、NVDA (6.7%)、GOOGL (6.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 15.4% 的权重。
在 Q4 2025 季度中，Physicians Financial Services, Inc. 共进行了 43 项持仓异动，包含新建仓 1 个仓位、加仓 3 个仓位、减仓 37 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 XLE。 本季清仓仓位包含 HON。
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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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。
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。