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
133 檔
19.7%
Q4 2025 季度申报显示，Schwartz Investment Counsel Inc 披露的美股组合总市值为 US$30.1亿，涵盖 133 个不同之权益投资仓位。
Schwartz Investment Counsel Inc 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 10 档持股的同时，亦同步清仓 1 档并减仓 17 档标的。
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 19.7%，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 | 4.77% | -0.93% | +209.67% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 4.54% | -0.13% | -0.02% | |
| 3 | HEI-A | Heico Corp-class A | 股票-其他 | 4.02% | +0.47% | — | |
| 4 | APG | Api Group CORP | 股票-工业 | 3.80% | -0.08% | -8.08% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.58% | +1.21% | -3.51% | |
| 6 | ROP | Roper Technologies Inc | 股票-科技 | 2.98% | -0.51% | — | |
| 7 | SPGI | S&p Global Inc | 股票-金融 | 2.97% | +0.17% | — | |
| 8 | TXN | Texas Instruments Inc | 股票-科技 | 2.96% | +1.27% | — | |
| 9 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.27% | -0.29% | -0.02% | |
| 10 | ACN | Accenture plc | 股票-科技 | 2.22% | -1.86% | — | |
| 11 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.12% | -0.15% | — | |
| 12 | MCO | Moody's CORP | 股票-金融 | 2.11% | -0.07% | — | |
| 13 | WSO | Watsco Inc | 股票-工业 | 1.97% | -0.33% | EXIT | |
| 14 | BR | Broadridge Financial Solutio | 股票-科技 | 1.93% | -0.39% | — | |
| 15 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.69% | -0.02% | -2.47% | |
| 16 | ATR | Aptargroup Inc | 股票-医疗保健 | 1.64% | -0.10% | +3.69% | |
| 17 | KO | The Coca-Cola Company | 股票-非周期性消费 | 1.56% | +0.04% | -3.66% | |
| 18 | BRO | Brown & Brown Inc | 股票-金融 | 1.55% | +0.11% | +4.32% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.53% | +2.01% | — | |
| 20 | XPEL | Xpel Inc | 股票-其他 | 1.51% | +0.05% | -4.93% | |
| 21 | TFC | Truist Financial CORP | 股票-金融 | 1.45% | -0.98% | — | |
| 22 | EXE | Expand Energy CORP | 股票-能源 | 1.43% | -0.15% | — | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.35% | — | |
| 24 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.41% | -0.36% | — | |
| 25 | LHX | L3harris Technologies Inc | 股票-工业 | 1.34% | -0.32% | — | |
| 26 | BL | Blackline Inc | 股票-科技 | 1.33% | -0.07% | — | |
| 27 | FANG | Diamondback Energy Inc | 股票-能源 | 1.29% | -0.28% | — | |
| 28 | FAST | Fastenal Co | 股票-工业 | 1.26% | -0.05% | — | |
| 29 | ALC | Alcon Inc. | 股票-医疗保健 | 1.23% | -0.91% | +145.22% | |
| 30 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.20% | -0.12% | -12.70% | |
| 31 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.17% | -1.33% | +6.80% | |
| 32 | FNF | Fidelity National Financial | 股票-金融 | 1.17% | -0.75% | — | |
| 33 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.11% | -0.47% | -0.73% | |
| 34 | SBAC | Sba Communications CORP | 股票-房地产 | 1.11% | -0.01% | -21.53% | |
| 35 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 1.07% | -0.67% | — | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 1.05% | -0.23% | — | |
| 37 | LB | Landbridge Co Llc-a | 股票-其他 | 1.02% | +0.25% | +2.26% | |
| 38 | CSL | Carlisle Cos Inc | 股票-工业 | 1.01% | -0.11% | — | |
| 39 | WBI | Waterbridge Infrastruc-cl A | 股票-其他 | 0.97% | +0.38% | +29.08% | |
| 40 | CHE | Chemed CORP | 股票-医疗保健 | 0.97% | -0.22% | -41.70% | |
| 41 | FNV | Franco-nevada CORP | 股票-原材料 | 0.91% | -0.49% | -0.79% | |
| 42 | SNX | TD Synnex CORP | 股票-科技 | 0.89% | +0.34% | — | |
| 43 | SLAB | Silicon Laboratories Inc | 股票-科技 | 0.88% | — | — | |
| 44 | HIFS | Hingham Institution For Svgs | 股票-其他 | 0.80% | +0.01% | — | |
| 45 | BN | Brookfield CORP | 股票-金融 | 0.77% | -0.54% | +51.91% | |
| 46 | CPRT | Copart Inc | 股票-工业 | 0.76% | -0.60% | -42.06% | |
| 47 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.75% | -0.01% | — | |
| 48 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 0.75% | — | — | |
| 49 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 0.71% | +1.79% | — | |
| 50 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.69% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ALC | Alcon Inc. | +0.8% | +145.22% | 加仓 |
| 2 | XPEL | Xpel Inc | +0.5% | -4.93% | 减仓 |
| 3 | TSEM | Tower Semiconductor Ltd. | +0.4% | — | 不变 |
| 4 | SN | SharkNinja, Inc. | +0.4% | +93.72% | 加仓 |
| 5 | WSO | Watsco Inc | +0.3% | +39.32% | 加仓 |
| 6 | SPGI | S&p Global Inc | +0.3% | — | 不变 |
| 7 | FOUR | Shift4 Payments Inc-class A | +0.3% | +129.35% | 加仓 |
| 8 | ACN | Accenture plc | +0.3% | — | 不变 |
| 9 | APG | Api Group CORP | +0.2% | -8.08% | 减仓 |
| 10 | MCO | Moody's CORP | +0.2% | — | 不变 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | 不变 |
| 12 | TIC | Tic Solutions Inc | +0.2% | +207.93% | 加仓 |
| 13 | TFC | Truist Financial CORP | +0.2% | — | 不变 |
| 14 | YETI | Yeti Holdings Inc | +0.1% | +70.26% | 加仓 |
| 15 | TJX | Tjx Companies Inc | +0.1% | — | 不变 |
| 16 | IQV | Iqvia Holdings Inc | +0.1% | — | 不变 |
| 17 | NVDA | Nvidia CORP | 0% | -3.51% | 减仓 |
| 18 | LOW | Lowe's Cos Inc | — | -0.02% | 减仓 |
| 19 | ATR | Aptargroup Inc | 0% | +3.69% | 加仓 |
| 20 | TPL | Texas Pacific Land CORP | 0% | +209.67% | 加仓 |
| 21 | SNX | TD Synnex CORP | 0% | — | 不变 |
| 22 | FNV | Franco-nevada CORP | 0% | -0.79% | 减仓 |
| 23 | TXN | Texas Instruments Inc | -0.1% | — | 不变 |
| 24 | BR | Broadridge Financial Solutio | -0.1% | — | 不变 |
| 25 | ZTS | Zoetis Inc | -0.1% | +6.80% | 加仓 |
| 26 | WINA | Winmark CORP | -0.1% | — | 不变 |
| 27 | DSGR | Distribution Solutions Group | -0.1% | -12.07% | 减仓 |
| 28 | MAS | Masco CORP | -0.1% | -50.00% | 减仓 |
| 29 | TSCO | Tractor Supply Company | -0.1% | — | 不变 |
| 30 | FNF | Fidelity National Financial | -0.1% | — | 不变 |
| 31 | COP | Conocophillips | -0.1% | -79.37% | 减仓 |
| 32 | BRO | Brown & Brown Inc | -0.1% | +4.32% | 加仓 |
| 33 | GPC | Genuine Parts Co | -0.2% | -2.47% | 减仓 |
| 34 | FAST | Fastenal Co | -0.2% | — | 不变 |
| 35 | ROP | Roper Technologies Inc | -0.2% | — | 不变 |
| 36 | RMBS | Rambus Inc | -0.2% | -21.71% | 减仓 |
| 37 | AOS | Smith (a.o.) CORP | -0.3% | -12.70% | 减仓 |
| 38 | SBAC | Sba Communications CORP | -0.3% | -21.53% | 减仓 |
| 39 | ORLY | O'reilly Automotive Inc | -0.3% | — | 不变 |
| 40 | SNPS | Synopsys Inc | -0.4% | -63.14% | 减仓 |
| 41 | CDW | Cdw Corp/de | -0.6% | -43.29% | 减仓 |
| 42 | CPRT | Copart Inc | -0.7% | -42.06% | 减仓 |
| 43 | CHE | Chemed CORP | -0.7% | -41.70% | 减仓 |
| 44 | CB | Chubb Limited | -1.9% | -99.35% | 减仓 |
| 45 | SMPL | Simply Good Foods Co/the | — | EXIT | 清仓 |
| 46 | ACGL | Arch Capital Group Ltd. | — | NEW | 新建仓 |
| 47 | ESAB | Esab CORP | — | NEW | 新建仓 |
| 48 | CSW | Csw Industrials Inc | — | NEW | 新建仓 |
| 49 | POOL | Pool CORP | — | NEW | 新建仓 |
| 50 | HNGE | Hinge Health Inc-a | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Schwartz Investment Counsel Inc 在 Q4 2025 季度的美股持仓总市值约为 US$30.1亿，共申报了 133 个公开持股仓位。
在 Q4 2025 季度，Schwartz Investment Counsel Inc 按市值排列的前三大核心持股分别为：TPL (4.8%)、MA (4.5%)、HEI-A (4.0%)。其中最大持股仓位 TPL 占据整体投资组合约 4.8% 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
ACGL
市值: US$959.2万
本季最大获利了结 / 清仓标的
SMPL
前期市值: US$1177.5万
在 Q4 2025 季度中，Schwartz Investment Counsel Inc 共进行了 33 项持仓异动，包含新建仓 5 个仓位、加仓 10 个仓位、减仓 17 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ACGL。 本季清仓仓位包含 SMPL。
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。