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: 0001703556
申报总市值
US$2.7亿
US$2.7亿
684 檔
15.8%
根据最新整理的 13F 季度数据集，Ridgewood Investments LLC 于 Q2 2025 结束时的管理资产规模为 US$2.7亿。该机构在本季度申报了 684 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Ridgewood Investments LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 30 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ridgewood Investments LLC 的前 5 大核心持股（包含 BRK-B, SHV, GOOGL 等）合计占整体申报市值的 15.8%，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 684 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.25% | -0.69% | -0.12% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 2.32% | -0.18% | -10.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.25% | +0.29% | +12.09% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.76% | +0.12% | +1.91% | |
| 5 | MKL | Markel Group Inc | 股票-金融 | 1.69% | -0.12% | — | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.56% | +0.03% | -3.31% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.52% | -0.49% | +9.18% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | +0.08% | +2.31% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.35% | +0.08% | +8.18% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.35% | -0.36% | +12.62% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.25% | -0.13% | -0.92% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.25% | -0.07% | +24.98% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.10% | +0.12% | +12.91% | |
| 14 | MDT | Medtronic plc | 股票-医疗保健 | 1.08% | -0.04% | +1.72% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.07% | +0.01% | +10.90% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.05% | -0.04% | +5.06% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 1.03% | +0.01% | +28.67% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | +0.14% | -0.08% | |
| 19 | MCHP | Microchip Technology Inc | 股票-科技 | 0.95% | -0.44% | +12.83% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.91% | +0.01% | +22.87% | |
| 21 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.89% | -0.04% | -1.17% | |
| 22 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.86% | +0.03% | -4.37% | |
| 23 | CNH | CNH Industrial N.V. | 股票-工业 | 0.84% | -0.18% | +1.68% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | +0.13% | -2.81% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.82% | +0.09% | +24.44% | |
| 26 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.81% | — | +7.54% | |
| 27 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.79% | -0.01% | -0.59% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.78% | -0.18% | +667.49% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.76% | -0.18% | +48.51% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.76% | +0.08% | +52.08% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.74% | -0.08% | +73.81% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.72% | -0.11% | +8.69% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | +0.44% | +11.85% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 0.70% | +0.03% | +9.88% | |
| 35 | HCI | Hci Group Inc | 股票-其他 | 0.69% | +0.02% | +0.07% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | -0.05% | +9.75% | |
| 37 | CLX | Clorox Company | 股票-非周期性消费 | 0.68% | -0.31% | +510.13% | |
| 38 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 0.67% | -0.12% | +4.02% | |
| 39 | ORI | Old Republic Intl CORP | 股票-金融 | 0.66% | +0.08% | -2.25% | |
| 40 | PFE | Pfizer Inc | 股票-医疗保健 | 0.66% | -0.14% | +0.88% | |
| 41 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.66% | -0.03% | +8.13% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | +0.05% | +19.58% | |
| 43 | AFL | Aflac Inc | 股票-金融 | 0.64% | -0.02% | -3.95% | |
| 44 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.63% | +0.01% | +6.84% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.23% | +131.21% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.62% | -0.07% | +7.24% | |
| 47 | EOG | Eog Resources Inc | 股票-能源 | 0.61% | -0.14% | +110.43% | |
| 48 | AX | Axos Financial Inc | 股票-金融 | 0.59% | +0.02% | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.58% | -0.02% | +0.05% | |
| 50 | GGG | Graco Inc | 股票-工业 | 0.57% | -0.10% | +0.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +0.7% | +667.49% | 加仓 |
| 2 | CLX | Clorox Company | +0.5% | +510.13% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +24.98% | 加仓 |
| 4 | TGT | Target CORP | +0.4% | +1479.08% | 加仓 |
| 5 | AES | Aes CORP | +0.4% | NEW | 新建仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +12.09% | 加仓 |
| 7 | SLB | Slb LTD | +0.4% | NEW | 新建仓 |
| 8 | MCHP | Microchip Technology Inc | +0.3% | +12.83% | 加仓 |
| 9 | XOM | Exxon Mobil CORP | +0.3% | +131.21% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.3% | +2.31% | 加仓 |
| 11 | TXN | Texas Instruments Inc | +0.3% | +28.67% | 加仓 |
| 12 | AVGO | Broadcom Inc | +0.3% | +9.75% | 加仓 |
| 13 | SCHB | Schwab US Broad Market ETF | +0.3% | +52.08% | 加仓 |
| 14 | EOG | Eog Resources Inc | +0.3% | +110.43% | 加仓 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +5.06% | 加仓 |
| 16 | ORCL | Oracle CORP | +0.3% | +8.69% | 加仓 |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | +0.3% | +378.27% | 加仓 |
| 18 | AMAT | Applied Materials Inc | +0.3% | +24.44% | 加仓 |
| 19 | NVDA | Nvidia CORP | +0.2% | +11.85% | 加仓 |
| 20 | MRK | Merck & Co. Inc. | +0.2% | +73.81% | 加仓 |
| 21 | CVX | Chevron CORP | +0.2% | +115.93% | 加仓 |
| 22 | LEN | Lennar Corp-a | +0.2% | +6497.14% | 加仓 |
| 23 | LOW | Lowe's Cos Inc | +0.2% | +97.25% | 加仓 |
| 24 | OZK | Bank Ozk | +0.2% | +258.70% | 加仓 |
| 25 | TCBK | Trico Bancshares | +0.2% | NEW | 新建仓 |
| 26 | OTIS | Otis Worldwide CORP | +0.2% | +79.86% | 加仓 |
| 27 | SCHV | Schwab US Large-cap Value | +0.2% | +53.93% | 加仓 |
| 28 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +34.52% | 加仓 |
| 29 | STT | State Street CORP | +0.2% | +94.87% | 加仓 |
| 30 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +53.99% | 加仓 |
| 31 | VB | Vanguard Small-cap ETF | +0.1% | +12.91% | 加仓 |
| 32 | VO | Vanguard Mid-cap ETF | +0.1% | +8.18% | 加仓 |
| 33 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.91% | 加仓 |
| 34 | IBM | Intl Business Machines CORP | -0.2% | -60.69% | 减仓 |
| 35 | GILD | Gilead Sciences Inc | -0.2% | -46.48% | 减仓 |
| 36 | PRGO | Perrigo Company plc | -0.3% | -71.52% | 减仓 |
| 37 | BA | Boeing Co/the | -0.3% | -63.65% | 减仓 |
| 38 | DIS | Walt Disney Co/the | -0.3% | -55.97% | 减仓 |
| 39 | CSCO | Cisco Systems Inc | -0.3% | -54.38% | 减仓 |
| 40 | D | Dominion Energy Inc | -0.3% | -71.27% | 减仓 |
| 41 | CTRA | Coterra Energy Inc | -0.3% | -65.38% | 减仓 |
| 42 | NDAQ | Nasdaq Inc | -0.3% | -65.36% | 减仓 |
| 43 | VZ | Verizon Communications Inc | -0.3% | -60.05% | 减仓 |
| 44 | MCHI | Ishares Msci China ETF | -0.3% | EXIT | 清仓 |
| 45 | CMCSA | Comcast Corp-class A | -0.4% | -75.78% | 减仓 |
| 46 | BABA | Alibaba Group Holding-sp Adr | -0.5% | -51.97% | 减仓 |
| 47 | NTR | Nutrien LTD | -0.5% | -71.34% | 减仓 |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | -0.5% | -10.85% | 减仓 |
| 49 | SNN | Smith & Nephew PLC -spon Adr | -0.9% | -86.81% | 减仓 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.9% | -0.12% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ridgewood Investments LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.7亿，共申报了 684 个公开持股仓位。
在 Q2 2025 季度，Ridgewood Investments LLC 按市值排列的前三大核心持股分别为：BRK-B (10.3%)、SHV (2.3%)、GOOGL (2.3%)。其中最大持股仓位 BRK-B 占据整体投资组合约 10.3% 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
AES
市值: US$82.9万
本季最大获利了结 / 清仓标的
MCHI
前期市值: US$73.2万
在 Q2 2025 季度中，Ridgewood Investments LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 30 个仓位、减仓 16 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AES。 本季清仓仓位包含 MCHI。
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。