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: 0000225816
申报总市值
US$5.5亿
US$5.5亿
187 檔
22.9%
根据最新整理的 13F 季度数据集，Rowlandmiller & Partners.adv 于 Q3 2025 结束时的管理资产规模为 US$5.5亿。该机构在本季度申报了 187 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Rowlandmiller & Partners.adv 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 3 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，Rowlandmiller & Partners.adv 的前 5 大核心持股（包含 AAPL, PGR, MSFT 等）合计占整体申报市值的 22.9%，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 | 6.75% | +0.01% | -0.99% | |
| 2 | PGR | Progressive CORP | 股票-金融 | 5.16% | -0.06% | -5.38% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.89% | -0.18% | -5.71% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.22% | +0.49% | -0.22% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 3.65% | -0.78% | -3.49% | |
| 6 | ADP | Automatic Data Processing | 股票-科技 | 3.42% | -0.06% | -2.22% | |
| 7 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.73% | -0.13% | -0.41% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.61% | +0.46% | -8.78% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.47% | -0.07% | -1.13% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.41% | -0.23% | -4.45% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.29% | -0.51% | -0.67% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 2.24% | +0.52% | +0.02% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.04% | +0.08% | -1.40% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.95% | -0.13% | -1.44% | |
| 15 | CMI | Cummins Inc | 股票-工业 | 1.91% | +0.39% | -1.76% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.84% | -2.74% | EXIT | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.84% | -0.49% | +10.09% | |
| 18 | TFC | Truist Financial CORP | 股票-金融 | 1.71% | -0.07% | -1.07% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.60% | -0.61% | +5.32% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | -0.04% | +1.21% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | +0.06% | +0.73% | |
| 22 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.46% | -0.01% | -1.63% | |
| 23 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.34% | +0.02% | +1.86% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.19% | +2.56% | -7.39% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.06% | -0.19% | +15.59% | |
| 26 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.04% | +0.14% | -1.56% | |
| 27 | SYY | Sysco CORP | 股票-非周期性消费 | 0.96% | +0.04% | -1.47% | |
| 28 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.91% | +0.05% | -3.46% | |
| 29 | CPRT | Copart Inc | 股票-工业 | 0.90% | -0.18% | -6.73% | |
| 30 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.90% | +0.07% | +4.29% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 0.88% | -0.08% | -9.61% | |
| 32 | CTAS | Cintas CORP | 股票-工业 | 0.86% | -0.06% | -6.65% | |
| 33 | IDCC | Interdigital Inc | 股票-科技 | 0.82% | -0.10% | -0.10% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 0.77% | +0.02% | -1.36% | |
| 35 | PAYX | Paychex Inc | 股票-科技 | 0.74% | -0.02% | -1.48% | |
| 36 | COP | Conocophillips | 股票-能源 | 0.74% | -0.30% | -3.14% | |
| 37 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.73% | +0.12% | -7.47% | |
| 38 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.72% | -0.06% | -2.87% | |
| 39 | WY | Weyerhaeuser Co | 股票-房地产 | 0.72% | -0.02% | +5.29% | |
| 40 | EMR | Emerson Electric Co | 股票-工业 | 0.68% | -0.01% | +3.34% | |
| 41 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.66% | -0.03% | -1.38% | |
| 42 | WM | Waste Management Inc | 股票-工业 | 0.64% | -0.11% | — | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.64% | -0.09% | -1.44% | |
| 44 | CSX | Csx CORP | 股票-工业 | 0.61% | +0.02% | -1.23% | |
| 45 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.61% | +0.01% | +0.09% | |
| 46 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.61% | +0.03% | +24.02% | |
| 47 | AFL | Aflac Inc | 股票-金融 | 0.59% | -0.03% | -1.50% | |
| 48 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.56% | — | +21.45% | |
| 49 | SON | Sonoco Products Co | 股票-周期性消费 | 0.55% | -0.04% | -0.11% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.49% | +0.01% | -6.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -0.22% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.9% | -5.71% | 减仓 |
| 3 | NVDA | Nvidia CORP | +0.6% | +0.73% | 加仓 |
| 4 | VRT | Vertiv Holdings Co-a | +0.5% | -1.56% | 减仓 |
| 5 | AAPL | Apple Inc | +0.4% | -0.99% | 减仓 |
| 6 | CMI | Cummins Inc | +0.4% | -1.76% | 减仓 |
| 7 | IDCC | Interdigital Inc | +0.3% | -0.10% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.21% | 加仓 |
| 9 | SMCI | Super Micro Computer Inc | +0.3% | +4.29% | 加仓 |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +93.53% | 加仓 |
| 11 | INTC | Intel CORP | +0.2% | -7.39% | 减仓 |
| 12 | SWKS | Skyworks Solutions Inc | +0.2% | +24.02% | 加仓 |
| 13 | BLK | Blackrock Inc | +0.2% | +24.33% | 加仓 |
| 14 | WMT | Walmart Inc | +0.2% | -3.49% | 减仓 |
| 15 | VZ | Verizon Communications Inc | +0.2% | +10.09% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.2% | +21.45% | 加仓 |
| 17 | NEE | Nextera Energy Inc | +0.2% | +21.58% | 加仓 |
| 18 | ORCL | Oracle CORP | +0.2% | -4.56% | 减仓 |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | +65.67% | 加仓 |
| 20 | MDT | Medtronic plc | +0.1% | +32.19% | 加仓 |
| 21 | EMR | Emerson Electric Co | +0.1% | +3.34% | 加仓 |
| 22 | GPC | Genuine Parts Co | +0.1% | -1.63% | 减仓 |
| 23 | GE | General Electric | +0.1% | +0.04% | 加仓 |
| 24 | COST | Costco Wholesale CORP | +0.1% | +15.59% | 加仓 |
| 25 | HD | Home Depot Inc | +0.1% | -1.13% | 减仓 |
| 26 | CSX | Csx CORP | +0.1% | -1.23% | 减仓 |
| 27 | QCOM | Qualcomm Inc | 0% | +0.02% | 加仓 |
| 28 | ABBV | Abbvie Inc | 0% | -1.40% | 减仓 |
| 29 | TFC | Truist Financial CORP | 0% | -1.07% | 减仓 |
| 30 | JNJ | Johnson & Johnson | 0% | -4.45% | 减仓 |
| 31 | LULU | Lululemon Athletica Inc | -0.1% | -7.01% | 减仓 |
| 32 | KMB | Kimberly-clark CORP | -0.2% | -6.49% | 减仓 |
| 33 | WY | Weyerhaeuser Co | -0.2% | +5.29% | 加仓 |
| 34 | COP | Conocophillips | -0.2% | -3.14% | 减仓 |
| 35 | WERN | Werner Enterprises Inc | -0.2% | -11.62% | 减仓 |
| 36 | PAYX | Paychex Inc | -0.2% | -1.48% | 减仓 |
| 37 | UPS | United Parcel Service-cl B | -0.3% | -1.36% | 加仓 |
| 38 | AMGN | Amgen Inc | -0.3% | -9.61% | 减仓 |
| 39 | XOM | Exxon Mobil CORP | -0.3% | -0.92% | 减仓 |
| 40 | CB | Chubb Limited | -0.3% | -1.44% | 减仓 |
| 41 | CPRT | Copart Inc | -0.4% | -6.73% | 减仓 |
| 42 | KO | Coca-cola Co/the | -0.5% | -0.41% | 减仓 |
| 43 | ADP | Automatic Data Processing | -0.5% | -2.22% | 减仓 |
| 44 | LLY | Eli Lilly & Co | -0.7% | -8.78% | 减仓 |
| 45 | PGR | Progressive CORP | -1.6% | -5.38% | 减仓 |
| 46 | PDCOEUR | Patterson Cos Inc | — | EXIT | 清仓 |
| 47 | COF | Capital One Financial CORP | — | NEW | 新建仓 |
| 48 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
| 49 | FCPGX | Fidelity Small Cap Grow | — | EXIT | 清仓 |
| 50 | TMUS | T-mobile US Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Rowlandmiller & Partners.adv 在 Q3 2025 季度的美股持仓总市值约为 US$5.5亿，共申报了 187 个公开持股仓位。
在 Q3 2025 季度，Rowlandmiller & Partners.adv 按市值排列的前三大核心持股分别为：AAPL (6.8%)、PGR (5.2%)、MSFT (4.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.8% 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
COF
市值: US$176.6万
本季最大获利了结 / 清仓标的
PDCOEUR
前期市值: US$192.3万
在 Q3 2025 季度中，Rowlandmiller & Partners.adv 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 19 个仓位、减仓 26 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 COF。 本季清仓仓位包含 PDCOEUR。
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。