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: 0002056907
申报总市值
US$1.1亿
US$1.1亿
77 檔
46.5%
在 Q3 2025 申报期间，Putney Financial Group LLC（CIK: 0002056907）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.1亿，共持有 77 个公开申报仓位。
在 Q3 2025，Putney Financial Group LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 19 个仓位并完全清仓 13 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，Putney Financial Group LLC 的前 5 大核心持股（包含 AAPL, GOOGL, AMZN 等）合计占整体申报市值的 46.5%，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 | AAPL | Apple Inc | 股票-科技 | 24.05% | +0.04% | -4.08% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.09% | +1.01% | -1.02% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.75% | +0.07% | -3.68% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.49% | -0.57% | -1.81% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.83% | +0.05% | -2.04% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.21% | -0.23% | -1.20% | |
| 7 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.58% | -0.27% | -1.75% | |
| 8 | CPRT | Copart Inc | 股票-工业 | 2.25% | -0.31% | -5.45% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.09% | +0.61% | -1.97% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 2.07% | +0.41% | +1.31% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.81% | -0.02% | -2.77% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | -0.10% | +0.96% | |
| 13 | GE | General Electric | 股票-工业 | 1.57% | -1.48% | EXIT | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.44% | +0.06% | -4.37% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.42% | +0.94% | +1.35% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.39% | +0.40% | +0.67% | |
| 17 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.25% | +0.03% | -0.59% | |
| 18 | TREX | Trex Company Inc | 股票-工业 | 1.19% | — | -18.53% | |
| 19 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.11% | -0.34% | EXIT | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.07% | +0.20% | — | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.01% | -0.09% | -13.82% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | -0.86% | +2.14% | |
| 23 | GEV | GE Vernova Inc | 股票-工业 | 0.87% | -1.06% | +1.42% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.82% | -0.10% | -8.66% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | -0.35% | EXIT | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | -0.24% | -22.23% | |
| 27 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.58% | +0.07% | — | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | +0.03% | +0.98% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | +0.03% | +296.99% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | +1.42% | +8.61% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.20% | +3.86% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.52% | -0.17% | +1.16% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.51% | +0.41% | +413.91% | |
| 34 | CLH | Clean Harbors Inc | 股票-工业 | 0.48% | -0.04% | -3.45% | |
| 35 | BMI | Badger Meter Inc | 股票-科技 | 0.46% | -0.05% | -0.95% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 0.44% | — | -3.36% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.44% | -0.24% | EXIT | |
| 38 | IRM | Iron Mountain Inc | 股票-房地产 | 0.44% | +0.03% | -6.16% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.43% | -0.08% | +6.14% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.41% | -0.06% | — | |
| 41 | HEI | Heico CORP | 股票-工业 | 0.40% | +0.06% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | +0.02% | +3268.00% | |
| 43 | CME | Cme Group Inc | 股票-金融 | 0.38% | -0.13% | -4.97% | |
| 44 | WM | Waste Management Inc | 股票-工业 | 0.37% | -0.05% | +1.19% | |
| 45 | VMC | Vulcan Materials Co | 股票-原材料 | 0.37% | -0.09% | +99.84% | |
| 46 | NUE | Nucor CORP | 股票-原材料 | 0.37% | +0.07% | +38.31% | |
| 47 | DE | Deere & Co | 股票-工业 | 0.37% | +0.01% | -19.98% | |
| 48 | ADBE | Adobe Inc | 股票-科技 | 0.36% | -0.06% | -1.89% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | +0.01% | — | |
| 50 | MP | Mp Materials CORP | 股票-原材料 | 0.35% | -0.04% | +148.46% |
| # | 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 | +2.5% | -1.02% | 减仓 |
| 2 | GE | General Electric | +1.6% | +0.38% | 加仓 |
| 3 | NVDA | Nvidia CORP | +1.4% | -2.04% | 减仓 |
| 4 | MSFT | Microsoft CORP | +1.1% | -1.81% | 减仓 |
| 5 | ANET | Arista Networks Inc | +0.9% | +1.31% | 加仓 |
| 6 | GEV | GE Vernova Inc | +0.9% | +1.42% | 加仓 |
| 7 | SHOP | Shopify Inc - Class A | +0.8% | -1.75% | 减仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -1.97% | 减仓 |
| 9 | NET | Cloudflare Inc - Class A | +0.5% | -0.59% | 减仓 |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.4% | +413.91% | 加仓 |
| 11 | IWF | Ishares Russell 1000 Growth | +0.4% | +3268.00% | 加仓 |
| 12 | VMC | Vulcan Materials Co | +0.4% | +99.84% | 加仓 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +1.35% | 加仓 |
| 14 | FCX | Freeport-mcmoran Inc | +0.3% | +113.68% | 加仓 |
| 15 | NUE | Nucor CORP | +0.3% | +38.31% | 加仓 |
| 16 | XYL | Xylem Inc | +0.3% | +19.03% | 加仓 |
| 17 | IVE | Ishares S&p 500 Value ETF | +0.2% | +1831.25% | 加仓 |
| 18 | IBKR | Interactive Brokers Gro-cl A | +0.2% | — | 加仓 |
| 19 | AMD | Advanced Micro Devices | +0.2% | +8.61% | 加仓 |
| 20 | TSLA | Tesla Inc | +0.2% | -3.36% | 减仓 |
| 21 | NFLX | Netflix Inc | +0.1% | +1.16% | 加仓 |
| 22 | LLY | Eli Lilly & Co | -0.2% | — | 减仓 |
| 23 | AMZN | Amazon.com Inc | -0.2% | -3.68% | 减仓 |
| 24 | CMC | Commercial Metals Co | -0.3% | -34.59% | 减仓 |
| 25 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | -20.17% | 减仓 |
| 26 | LMT | Lockheed Martin CORP | -0.3% | -22.23% | 减仓 |
| 27 | PG | Procter & Gamble Co/the | -0.3% | -29.28% | 减仓 |
| 28 | CRM | Salesforce Inc | -0.3% | -8.66% | 减仓 |
| 29 | DHR | Danaher CORP | -0.3% | -19.45% | 减仓 |
| 30 | UNP | Union Pacific CORP | -0.4% | -13.82% | 减仓 |
| 31 | AAPL | Apple Inc | -0.8% | -4.08% | 减仓 |
| 32 | TREX | Trex Company Inc | -0.8% | -18.53% | 减仓 |
| 33 | CPRT | Copart Inc | -1.1% | -5.45% | 减仓 |
| 34 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新建仓 |
| 35 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新建仓 |
| 36 | CASH | Pathward Financial Inc | — | EXIT | 清仓 |
| 37 | DIS | Walt Disney Co/the | — | EXIT | 清仓 |
| 38 | MP | Mp Materials CORP | — | NEW | 新建仓 |
| 39 | JNJ | Johnson & Johnson | — | NEW | 新建仓 |
| 40 | CVX | Chevron CORP | — | EXIT | 清仓 |
| 41 | PAYX | Paychex Inc | — | EXIT | 清仓 |
| 42 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 43 | COP | Conocophillips | — | EXIT | 清仓 |
| 44 | PEP | Pepsico Inc | — | EXIT | 清仓 |
| 45 | HD | Home Depot Inc | — | EXIT | 清仓 |
| 46 | AMGN | Amgen Inc | — | EXIT | 清仓 |
| 47 | WCN | Waste Connections Inc | — | EXIT | 清仓 |
| 48 | ABNB | Airbnb Inc-class A | — | EXIT | 清仓 |
| 49 | KMI | Kinder Morgan, Inc. | — | EXIT | 清仓 |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Putney Financial Group LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.1亿，共申报了 77 个公开持股仓位。
在 Q3 2025 季度，Putney Financial Group LLC 按市值排列的前三大核心持股分别为：AAPL (24.1%)、GOOGL (9.1%)、AMZN (7.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 24.1% 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
AGG
市值: US$78.5万
本季最大获利了结 / 清仓标的
CASH
前期市值: US$41.1万
在 Q3 2025 季度中，Putney Financial Group LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 14 个仓位、减仓 19 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 AGG。 本季清仓仓位包含 CASH。
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。