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: 0001766157
申报总市值
US$8.3亿
US$8.3亿
121 檔
28.5%
根据最新整理的 13F 季度数据集，Sargent Investment Group, LLC 于 Q3 2025 结束时的管理资产规模为 US$8.3亿。该机构在本季度申报了 121 档美股持仓，呈现出该时期的主要投资地图。
Sargent Investment Group, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 29 档持股的同时，亦同步清仓 14 档并减仓 6 档标的。
在资产配置集中度方面，Sargent Investment Group, LLC 的前 5 大核心持股（包含 PLTR, BILS, AAPL 等）合计占整体申报市值的 28.5%，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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 12.65% | -2.61% | -2.85% | |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 7.42% | +0.55% | -12.84% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.56% | +0.41% | -0.04% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.23% | +1.05% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.07% | +0.29% | -1.94% | |
| 6 | CG | Carlyle Group Inc/the | 股票-金融 | 2.75% | -0.42% | -3.93% | |
| 7 | UITB | Victoryshares Core Intermedi | ETF-其他 | 2.55% | -0.23% | +9.86% | |
| 8 | BX | Blackstone Inc | 股票-金融 | 2.36% | -0.10% | -0.94% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.31% | +0.08% | -11.11% | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.13% | +0.41% | -1.26% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.11% | +0.10% | +1.41% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.07% | -0.07% | +2.95% | |
| 13 | FTCS | First Trust Capital Strength | ETF-其他 | 2.07% | -0.19% | -4.23% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | +0.10% | +9.48% | |
| 15 | IRM | Iron Mountain Inc | 股票-房地产 | 2.00% | +0.19% | +0.48% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.92% | +0.33% | +4.05% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.65% | -0.09% | -0.50% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | +0.04% | +4.27% | |
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.44% | +0.11% | +4.71% | |
| 20 | OLED | Universal Display CORP | 股票-科技 | 1.30% | -0.14% | -2.07% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.30% | -0.25% | +4.48% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.23% | -0.05% | +1.67% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.20% | +0.30% | +5.01% | |
| 24 | EXEL | Exelixis Inc | 股票-医疗保健 | 1.14% | +0.18% | -4.90% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | +0.13% | -0.07% | |
| 26 | UTE0 | Cantaloupe Inc | 股票-其他 | 0.95% | -0.63% | EXIT | |
| 27 | TSLA | Tesla Inc | 股票-周期性消费 | 0.90% | +0.08% | +3.30% | |
| 28 | ARCC | Ares Capital CORP | 股票-金融 | 0.84% | -0.02% | -2.09% | |
| 29 | STWD | Starwood Property Trust Inc | 股票-房地产 | 0.79% | -0.09% | +7.02% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | +0.07% | +20.04% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.77% | +0.17% | +5.75% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | -0.11% | +9.38% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.72% | -0.13% | +7.81% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.12% | +27.91% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.71% | -0.12% | +2.76% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.10% | +0.76% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.21% | +6.36% | |
| 38 | GE | General Electric | 股票-工业 | 0.67% | +0.11% | +3.05% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.06% | -0.29% | |
| 40 | ROL | Rollins Inc | 股票-周期性消费 | 0.60% | -0.14% | +4.94% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.59% | -0.08% | +0.09% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.58% | -0.01% | +7.75% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.57% | +0.02% | +3.49% | |
| 44 | UBER | Uber Technologies Inc | 股票-工业 | 0.56% | -0.01% | +2.01% | |
| 45 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.54% | -0.02% | +21.29% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.05% | +32.80% | |
| 47 | DUK | Duke Energy CORP | 股票-公用事业 | 0.51% | +0.03% | +30.65% | |
| 48 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.50% | -0.07% | +13.32% | |
| 49 | ✓ | Firstservice CORP New | 股票-其他 | 0.50% | — | — | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | -0.01% | +0.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +5.1% | -2.85% | 减仓 |
| 2 | NVDA | Nvidia CORP | +0.9% | +9.48% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.9% | +1.05% | 加仓 |
| 4 | CG | Carlyle Group Inc/the | +0.7% | -3.93% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | +4.05% | 加仓 |
| 6 | BX | Blackstone Inc | +0.4% | -0.94% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.4% | +3.30% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.4% | +0.76% | 加仓 |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | +7.81% | 加仓 |
| 10 | VRT | Vertiv Holdings Co-a | +0.4% | +21.29% | 加仓 |
| 11 | DUK | Duke Energy CORP | +0.3% | +30.65% | 加仓 |
| 12 | IRM | Iron Mountain Inc | +0.3% | +0.48% | 加仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | -0.07% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.3% | +32.80% | 加仓 |
| 15 | SO | Southern Co/the | +0.3% | +0.05% | 加仓 |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | -1.94% | 减仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.3% | +4.27% | 加仓 |
| 18 | LLY | Eli Lilly & Co | +0.2% | +27.91% | 加仓 |
| 19 | BAC | Bank Of America CORP | +0.2% | +20.04% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | +0.2% | +9.38% | 加仓 |
| 21 | JMST | JPM Ultra-short Muni Income | +0.2% | +9.46% | 加仓 |
| 22 | UBER | Uber Technologies Inc | +0.2% | +2.01% | 加仓 |
| 23 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | -1.26% | 加仓 |
| 24 | GE | General Electric | +0.2% | +3.05% | 加仓 |
| 25 | AMZN | Amazon.com Inc | +0.2% | +1.41% | 加仓 |
| 26 | ABBV | Abbvie Inc | +0.2% | +4.71% | 加仓 |
| 27 | GEV | GE Vernova Inc | +0.2% | +2.92% | 加仓 |
| 28 | WMT | Walmart Inc | +0.1% | +4.48% | 加仓 |
| 29 | CAT | Caterpillar Inc | +0.1% | +2.52% | 加仓 |
| 30 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -4.23% | 加仓 |
| 31 | AAPL | Apple Inc | +0.1% | -0.04% | 减仓 |
| 32 | UITB | Victoryshares Core Intermedi | 0% | +9.86% | 加仓 |
| 33 | ERII | Energy Recovery Inc | -0.2% | -27.11% | 减仓 |
| 34 | UTE0 | Cantaloupe Inc | -0.7% | -27.04% | 减仓 |
| 35 | BILS | Ss Spdrb B 3-12m T-bill ETF | -1.8% | -12.84% | 减仓 |
| 36 | FSV | Firstservice CORP | — | EXIT | 清仓 |
| 37 | ✓ | Firstservice CORP New | — | NEW | 新建仓 |
| 38 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
| 39 | FDX | Fedex CORP | — | EXIT | 清仓 |
| 40 | V | Visa Inc-class A Shares | — | EXIT | 清仓 |
| 41 | NOC | Northrop Grumman CORP | — | EXIT | 清仓 |
| 42 | VMC | Vulcan Materials Co | — | EXIT | 清仓 |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 清仓 |
| 44 | MAR | Marriott International -cl A | — | EXIT | 清仓 |
| 45 | COF | Capital One Financial CORP | — | EXIT | 清仓 |
| 46 | INTU | Intuit Inc | — | EXIT | 清仓 |
| 47 | CRM | Salesforce Inc | — | EXIT | 清仓 |
| 48 | FDN | First Trust Dj Internet Ind | — | EXIT | 清仓 |
| 49 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 50 | MELI | Mercadolibre Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sargent Investment Group, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$8.3亿，共申报了 121 个公开持股仓位。
在 Q3 2025 季度，Sargent Investment Group, LLC 按市值排列的前三大核心持股分别为：PLTR (12.7%)、BILS (7.4%)、AAPL (6.6%)。其中最大持股仓位 PLTR 占据整体投资组合约 12.7% 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
FIRSTSERVICE CORP NEW
市值: US$352.3万
本季最大获利了结 / 清仓标的
FSV
前期市值: US$478.6万
在 Q3 2025 季度中，Sargent Investment Group, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 29 个仓位、减仓 6 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 FIRSTSERVICE CORP NEW。 本季清仓仓位包含 FSV。
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。