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: 0000909151
申报总市值
US$30.1亿
US$30.1亿
124 檔
20.5%
截至 Q2 2025 季度末，Schwartz Investment Counsel Inc 的美股持仓估值约为 US$30.1亿，全数申报仓位共有 124 档。
在 Q2 2025，Schwartz Investment Counsel Inc 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 19 个既有持股进行加仓（合计增持 20 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Schwartz Investment Counsel Inc 的前 5 大核心持股（包含 TPL, MA, HEI-A 等）合计占整体申报市值的 20.5%，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 | TPL | Texas Pacific Land CORP | 股票-能源 | 5.36% | -0.93% | +2.13% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 4.31% | -0.13% | -4.12% | |
| 3 | HEI-A | Heico Corp-class A | 股票-其他 | 3.89% | +0.47% | — | |
| 4 | APG | Api Group CORP | 股票-工业 | 3.50% | -0.08% | — | |
| 5 | TXN | Texas Instruments Inc | 股票-科技 | 3.34% | +1.27% | +0.02% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.30% | +1.21% | +2.40% | |
| 7 | ROP | Roper Technologies Inc | 股票-科技 | 3.17% | -0.51% | +11.87% | |
| 8 | SPGI | S&p Global Inc | 股票-金融 | 2.82% | +0.17% | — | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.45% | -1.86% | -0.20% | |
| 10 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.27% | -0.15% | +1400.00% | |
| 11 | CHE | Chemed CORP | 股票-医疗保健 | 2.24% | -0.22% | +11.29% | |
| 12 | SBAC | Sba Communications CORP | 股票-房地产 | 2.12% | -0.01% | — | |
| 13 | BR | Broadridge Financial Solutio | 股票-科技 | 1.98% | -0.39% | — | |
| 14 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.97% | -0.29% | +0.09% | |
| 15 | MCO | Moody's CORP | 股票-金融 | 1.95% | -0.07% | — | |
| 16 | CB | Chubb Limited | 股票-金融 | 1.91% | — | +8.11% | |
| 17 | BRO | Brown & Brown Inc | 股票-金融 | 1.90% | +0.11% | — | |
| 18 | CPRT | Copart Inc | 股票-工业 | 1.88% | -0.60% | +0.03% | |
| 19 | WSO | Watsco Inc | 股票-工业 | 1.75% | -0.33% | EXIT | |
| 20 | KO | The Coca-Cola Company | 股票-非周期性消费 | 1.62% | +0.04% | -4.49% | |
| 21 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.62% | -0.02% | +0.31% | |
| 22 | FAST | Fastenal Co | 股票-工业 | 1.54% | -0.05% | +99.93% | |
| 23 | EXE | Expand Energy CORP | 股票-能源 | 1.43% | -0.15% | — | |
| 24 | CDW | Cdw Corp/de | 股票-科技 | 1.40% | — | +4.04% | |
| 25 | ATR | Aptargroup Inc | 股票-医疗保健 | 1.39% | -0.10% | — | |
| 26 | FANG | Diamondback Energy Inc | 股票-能源 | 1.31% | -0.28% | — | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.31% | -0.35% | +10.31% | |
| 28 | AKX | Ansys Inc | 股票-其他 | 1.28% | — | -26.51% | |
| 29 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.28% | -0.12% | +4.50% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 1.25% | -0.23% | — | |
| 31 | FNF | Fidelity National Financial | 股票-金融 | 1.23% | -0.75% | — | |
| 32 | TFC | Truist Financial CORP | 股票-金融 | 1.19% | -0.98% | +0.29% | |
| 33 | LB | Landbridge Co Llc-a | 股票-其他 | 1.16% | +0.25% | +1.64% | |
| 34 | CSL | Carlisle Cos Inc | 股票-工业 | 1.11% | -0.11% | — | |
| 35 | BL | Blackline Inc | 股票-科技 | 1.10% | -0.07% | — | |
| 36 | LHX | L3harris Technologies Inc | 股票-工业 | 1.08% | -0.32% | — | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.08% | +2.01% | -53.32% | |
| 38 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.07% | -0.36% | — | |
| 39 | XPEL | Xpel Inc | 股票-其他 | 1.03% | +0.05% | +12.48% | |
| 40 | SLAB | Silicon Laboratories Inc | 股票-科技 | 0.94% | — | — | |
| 41 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.92% | -1.33% | — | |
| 42 | HAE | Haemonetics Corp/mass | 股票-其他 | 0.92% | — | -0.53% | |
| 43 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 0.84% | — | — | |
| 44 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.81% | -0.47% | +1.87% | |
| 45 | RMBS | Rambus Inc | 股票-科技 | 0.80% | -0.84% | — | |
| 46 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.76% | -0.01% | — | |
| 47 | SNX | TD Synnex CORP | 股票-科技 | 0.76% | +0.34% | +18.95% | |
| 48 | BN | Brookfield CORP | 股票-金融 | 0.71% | -0.54% | +0.49% | |
| 49 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.69% | — | — | |
| 50 | FNV | Franco-nevada CORP | 股票-原材料 | 0.68% | -0.49% | +2.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +2.40% | 加仓 |
| 2 | APG | Api Group CORP | +0.9% | — | 不变 |
| 3 | ZTS | Zoetis Inc | +0.9% | NEW | 新建仓 |
| 4 | WSO | Watsco Inc | +0.6% | +81.82% | 加仓 |
| 5 | HEI-A | Heico Corp-class A | +0.6% | — | 不变 |
| 6 | TXN | Texas Instruments Inc | +0.3% | +0.02% | 加仓 |
| 7 | XPEL | Xpel Inc | +0.3% | +12.48% | 加仓 |
| 8 | SNX | TD Synnex CORP | +0.3% | +18.95% | 加仓 |
| 9 | BLDR | Builders Firstsource Inc | +0.3% | +2708.33% | 加仓 |
| 10 | SIMO | Silicon Motion Technol-adr | +0.2% | +15.79% | 加仓 |
| 11 | MIR | Mirion Technologies Inc | +0.2% | — | 不变 |
| 12 | SLAB | Silicon Laboratories Inc | +0.2% | — | 不变 |
| 13 | CDW | Cdw Corp/de | +0.1% | +4.04% | 加仓 |
| 14 | LHX | L3harris Technologies Inc | +0.1% | — | 不变 |
| 15 | BKNG | Booking Holdings Inc | +0.1% | — | 不变 |
| 16 | BL | Blackline Inc | +0.1% | — | 不变 |
| 17 | RMBS | Rambus Inc | +0.1% | — | 不变 |
| 18 | ROP | Roper Technologies Inc | +0.1% | +11.87% | 加仓 |
| 19 | HAE | Haemonetics Corp/mass | +0.1% | -0.53% | 减仓 |
| 20 | WPM | Wheaton Precious Metals CORP | +0.1% | +1.87% | 加仓 |
| 21 | BATRK | Atlanta Braves Holdings In-c | +0.1% | — | 不变 |
| 22 | BN | Brookfield CORP | +0.1% | +0.49% | 加仓 |
| 23 | PBT | Permian Basin Royalty Trust | +0.1% | -2.50% | 减仓 |
| 24 | MCO | Moody's CORP | +0.1% | — | 不变 |
| 25 | FAST | Fastenal Co | +0.1% | +99.93% | 加仓 |
| 26 | CSL | Carlisle Cos Inc | +0.1% | — | 不变 |
| 27 | SBAC | Sba Communications CORP | +0.1% | — | 不变 |
| 28 | ALC | Alcon Inc. | +0.1% | +25.46% | 加仓 |
| 29 | ATR | Aptargroup Inc | 0% | — | 不变 |
| 30 | EXE | Expand Energy CORP | 0% | — | 不变 |
| 31 | SPGI | S&p Global Inc | 0% | — | 不变 |
| 32 | CVX | Chevron CORP | -0.1% | +10.31% | 加仓 |
| 33 | WU | Western Union Co | -0.2% | -7.27% | 减仓 |
| 34 | LOW | Lowe's Cos Inc | -0.2% | +0.09% | 加仓 |
| 35 | UHAL-B | U-haul Holding Co-non Voting | -0.2% | EXIT | 清仓 |
| 36 | VVV | Valvoline Inc | -0.2% | EXIT | 清仓 |
| 37 | ACN | Accenture plc | -0.2% | -0.20% | 减仓 |
| 38 | ORLY | O'reilly Automotive Inc | -0.2% | +1400.00% | 加仓 |
| 39 | FNF | Fidelity National Financial | -0.3% | — | 不变 |
| 40 | MA | Mastercard Inc - A | -0.3% | -4.12% | 减仓 |
| 41 | FANG | Diamondback Energy Inc | -0.3% | — | 不变 |
| 42 | OTIS | Otis Worldwide CORP | -0.3% | EXIT | 清仓 |
| 43 | BRO | Brown & Brown Inc | -0.3% | — | 不变 |
| 44 | AKX | Ansys Inc | -0.4% | -26.51% | 减仓 |
| 45 | CPRT | Copart Inc | -0.4% | +0.03% | 加仓 |
| 46 | BAM | Brookfield Asset Mgmt-a | -0.4% | -96.93% | 减仓 |
| 47 | CHE | Chemed CORP | -0.4% | +11.29% | 加仓 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | -0.7% | -53.32% | 减仓 |
| 49 | IQV | Iqvia Holdings Inc | -0.7% | -48.29% | 减仓 |
| 50 | TPL | Texas Pacific Land CORP | -1.5% | +2.13% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Schwartz Investment Counsel Inc 在 Q2 2025 季度的美股持仓总市值约为 US$30.1亿，共申报了 124 个公开持股仓位。
在 Q2 2025 季度，Schwartz Investment Counsel Inc 按市值排列的前三大核心持股分别为：TPL (5.4%)、MA (4.3%)、HEI-A (3.9%)。其中最大持股仓位 TPL 占据整体投资组合约 5.4% 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
ZTS
市值: US$2807.1万
本季最大获利了结 / 清仓标的
OTIS
前期市值: US$877.2万
在 Q2 2025 季度中，Schwartz Investment Counsel Inc 共进行了 32 项持仓异动，包含新建仓 1 个仓位、加仓 19 个仓位、减仓 9 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 ZTS。 本季清仓仓位包含 OTIS。
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。
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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。