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: 0001962838
申报总市值
US$3.0亿
US$3.0亿
86 檔
19.8%
根据最新整理的 13F 季度数据集，Schear Investment Advisers, LLC 于 Q3 2025 结束时的管理资产规模为 US$3.0亿。该机构在本季度申报了 86 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Schear Investment Advisers, 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 26 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Schear Investment Advisers, LLC 的前 5 大核心持股（包含 NVDA, AVGO, SPY 等）合计占整体申报市值的 19.8%，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 | NVDA | Nvidia CORP | 股票-科技 | 8.13% | -1.52% | +0.41% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 6.44% | -0.85% | -0.70% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.35% | -1.64% | -4.90% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.01% | -0.10% | +0.35% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.74% | +1.31% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.31% | -0.45% | -0.01% | |
| 7 | GEV | GE Vernova Inc | 股票-工业 | 3.22% | -0.17% | +0.06% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.87% | -0.54% | +0.76% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.77% | -0.16% | +0.80% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.61% | -0.28% | +0.49% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.41% | +0.04% | +0.33% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.96% | -0.58% | +0.46% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.89% | -0.21% | +0.47% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 1.82% | +6.39% | +0.07% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.80% | — | +0.03% | |
| 16 | C | Citigroup Inc | 股票-金融 | 1.71% | -0.04% | +0.81% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.70% | +2.91% | +1.05% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.63% | +0.65% | +0.83% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 1.48% | +0.37% | +0.64% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.45% | -0.11% | +0.97% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.39% | -0.27% | +215.96% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.28% | +0.19% | +1.27% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 1.25% | — | +1.17% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.23% | -0.08% | — | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.22% | -0.19% | — | |
| 26 | GE | General Electric | 股票-工业 | 1.13% | +0.76% | +1.72% | |
| 27 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.12% | -0.57% | +0.91% | |
| 28 | PNC | Pnc Financial Services Group | 股票-金融 | 1.10% | -0.10% | +0.84% | |
| 29 | MRVL | Marvell Technology Inc | 股票-科技 | 1.09% | +0.47% | -0.05% | |
| 30 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.08% | -0.33% | +0.80% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.02% | +0.35% | — | |
| 32 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 1.01% | -0.05% | +1.73% | |
| 33 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.00% | -0.30% | +0.91% | |
| 34 | LIN | Linde plc | 股票-原材料 | 0.94% | -0.15% | +0.50% | |
| 35 | MSI | Motorola Solutions Inc | 股票-科技 | 0.92% | -0.23% | +1.47% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.92% | — | +0.99% | |
| 37 | DAL | Delta Air Lines Inc | 股票-工业 | 0.91% | +0.15% | +1.11% | |
| 38 | COR | Cencora Inc | 股票-医疗保健 | 0.91% | -0.30% | +0.06% | |
| 39 | MCK | Mckesson CORP | 股票-医疗保健 | 0.89% | -0.35% | +1.01% | |
| 40 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.89% | +0.07% | NEW | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.81% | -0.19% | +1.67% | |
| 42 | MLM | Martin Marietta Materials | 股票-原材料 | 0.77% | -0.18% | +0.59% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.75% | +0.12% | +4.95% | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.71% | -0.21% | -0.05% | |
| 45 | VST | Vistra CORP | 股票-公用事业 | 0.71% | -0.21% | +0.23% | |
| 46 | URI | United Rentals Inc | 股票-工业 | 0.70% | +0.09% | +1.41% | |
| 47 | WMT | Walmart Inc | 股票-非周期性消费 | 0.70% | -0.36% | +2.62% | |
| 48 | CEG | Constellation Energy | 股票-公用事业 | 0.69% | -0.25% | +3.43% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.69% | -0.10% | +1.21% | |
| 50 | CTRA | Coterra Energy Inc | 股票-能源 | 0.68% | -0.81% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +4.1% | -4.90% | 加仓 |
| 2 | AVGO | Broadcom Inc | +2.1% | -0.70% | 减仓 |
| 3 | GEV | GE Vernova Inc | +1.2% | +0.06% | 加仓 |
| 4 | PG | Procter & Gamble Co/the | +0.9% | +215.96% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.8% | +0.07% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.35% | 减仓 |
| 7 | ORCL | Oracle CORP | +0.7% | +0.03% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.6% | +0.41% | 减仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +1.27% | 加仓 |
| 10 | CEG | Constellation Energy | +0.3% | +3.43% | 加仓 |
| 11 | VST | Vistra CORP | +0.3% | +0.23% | 加仓 |
| 12 | AMD | Advanced Micro Devices | +0.3% | +1.05% | 减仓 |
| 13 | C | Citigroup Inc | +0.2% | +0.81% | 加仓 |
| 14 | GE | General Electric | +0.2% | +1.72% | 加仓 |
| 15 | MSFT | Microsoft CORP | +0.2% | +1.31% | 减仓 |
| 16 | AXP | American Express Co | +0.2% | +3.00% | 加仓 |
| 17 | DAL | Delta Air Lines Inc | +0.2% | +1.11% | 加仓 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.83% | 加仓 |
| 19 | ETN | Eaton Corporation plc | +0.2% | +0.99% | 加仓 |
| 20 | CAT | Caterpillar Inc | +0.2% | +0.64% | 减仓 |
| 21 | MS | Morgan Stanley | +0.1% | +1.17% | 加仓 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | — | 减仓 |
| 23 | ULTA | Ulta Beauty Inc | +0.1% | +0.80% | 减仓 |
| 24 | URI | United Rentals Inc | +0.1% | +1.41% | 减仓 |
| 25 | LMT | Lockheed Martin CORP | +0.1% | +2.22% | 加仓 |
| 26 | MLM | Martin Marietta Materials | 0% | +0.59% | 加仓 |
| 27 | META | Meta Platforms Inc-class A | — | +0.76% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | — | +0.47% | 加仓 |
| 29 | WMT | Walmart Inc | 0% | +2.62% | 加仓 |
| 30 | MRVL | Marvell Technology Inc | -0.1% | -0.05% | 减仓 |
| 31 | TJX | Tjx Companies Inc | -0.1% | +0.91% | 加仓 |
| 32 | MCK | Mckesson CORP | -0.1% | +1.01% | 加仓 |
| 33 | PNC | Pnc Financial Services Group | -0.1% | +0.84% | 加仓 |
| 34 | COR | Cencora Inc | -0.1% | +0.06% | 加仓 |
| 35 | CLX | Clorox Company | -0.3% | -0.48% | 减仓 |
| 36 | FANG | Diamondback Energy Inc | -0.3% | -0.07% | 减仓 |
| 37 | ACN | Accenture plc | -0.3% | -2.13% | 减仓 |
| 38 | LULU | Lululemon Athletica Inc | -0.3% | -14.00% | 减仓 |
| 39 | AMZN | Amazon.com Inc | -0.3% | +0.49% | 加仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.7% | +4.95% | 加仓 |
| 41 | AAPL | Apple Inc | -0.7% | -0.01% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -1.1% | +0.33% | 减仓 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -2.3% | +0.39% | 减仓 |
| 44 | VOO | Vanguard S&p 500 ETF | -2.9% | +0.80% | 减仓 |
| 45 | SMH | Vaneck Semiconductor ETF | — | NEW | 新建仓 |
| 46 | MOD | Modine Manufacturing Co | — | NEW | 新建仓 |
| 47 | VRT | Vertiv Holdings Co-a | — | NEW | 新建仓 |
| 48 | MRK | Merck & Co. Inc. | — | EXIT | 清仓 |
| 49 | TMO | Thermo Fisher Scientific Inc | — | EXIT | 清仓 |
| 50 | STZ | Constellation Brands Inc-a | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Schear Investment Advisers, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$3.0亿，共申报了 86 个公开持股仓位。
在 Q3 2025 季度，Schear Investment Advisers, LLC 按市值排列的前三大核心持股分别为：NVDA (8.1%)、AVGO (6.4%)、SPY (4.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.1% 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
SMH
市值: US$229.3万
本季最大获利了结 / 清仓标的
MRK
前期市值: US$72.0万
在 Q3 2025 季度中，Schear Investment Advisers, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 26 个仓位、减仓 18 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SMH。 本季清仓仓位包含 MRK。
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。