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: 0001509550
申报总市值
US$2.4亿
US$2.4亿
99 檔
46.5%
在 Q4 2025 申报期间，Sequent Asset Management, LLC（CIK: 0001509550）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.4亿，共持有 99 个公开申报仓位。
在 Q4 2025，Sequent Asset Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 22 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sequent Asset Management, LLC 的前 5 大核心持股（包含 FXAIX, , 等）合计占整体申报市值的 46.5%，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 | FXAIX | Fidelity 500 Index Fund | 股票-其他 | 23.09% | +0.15% | +1.92% | |
| 2 | ✓ | 股票-其他 | 8.98% | — | +100.24% | ||
| 3 | ✓ | 股票-其他 | 6.03% | — | -0.51% | ||
| 4 | ✓ | 股票-其他 | 5.89% | — | +3.69% | ||
| 5 | DFSVX | Dfa US Sm Cap Val Port-inst | 股票-其他 | 5.03% | +0.09% | +0.43% | |
| 6 | SLB | Slb LTD | 股票-能源 | 4.32% | -1.36% | +104.49% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.09% | +0.02% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.76% | -0.22% | +1.39% | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.68% | +0.20% | — | |
| 10 | ✓ | 股票-其他 | 2.50% | — | +5.11% | ||
| 11 | FIDZX | Fidelity Adv Intl Cap Ap-z | 股票-其他 | 2.30% | -0.01% | +7.48% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.05% | +0.02% | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.15% | -0.09% | — | |
| 14 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 1.08% | -0.01% | +1.57% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.00% | +0.01% | — | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.97% | — | — | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.93% | +0.02% | — | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 0.88% | +0.39% | -0.52% | |
| 19 | FINSX | Fidelity Adv Nw Insghts-i | 股票-其他 | 0.86% | +0.05% | +8.64% | |
| 20 | ✓ | 股票-其他 | 0.82% | — | +7.40% | ||
| 21 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 0.77% | +0.13% | -0.63% | |
| 22 | ✓ | 股票-其他 | 0.72% | — | — | ||
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.13% | -1.16% | |
| 24 | ✓ | 股票-其他 | 0.64% | — | +2.77% | ||
| 25 | ✓ | 股票-其他 | 0.62% | — | -0.56% | ||
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | +0.01% | +71.14% | |
| 27 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.55% | -0.04% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.54% | -0.24% | +0.51% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.49% | -0.34% | -3.56% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 0.49% | -0.51% | EXIT | |
| 31 | EXE | Expand Energy CORP | 股票-能源 | 0.49% | -0.10% | — | |
| 32 | ✓ | 股票-其他 | 0.46% | — | — | ||
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | -0.09% | +18.70% | |
| 34 | ✓ | Invesco Exch Traded Fund Tr II | 股票-其他 | 0.45% | — | — | |
| 35 | ✓ | Dnow Inc Com | 股票-其他 | 0.44% | — | — | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.43% | +0.22% | -0.62% | |
| 37 | ✓ | 股票-其他 | 0.42% | — | — | ||
| 38 | ✓ | 股票-其他 | 0.40% | — | +2.92% | ||
| 39 | ✓ | TIAA-CREF Mutual Funds Social | 股票-其他 | 0.39% | — | +7.28% | |
| 40 | FICQX | Fidelity Intl Cap Appr | 股票-其他 | 0.38% | +0.03% | +6.03% | |
| 41 | FBTIX | Fidelity Adv Biotech-i | 股票-其他 | 0.37% | +0.02% | +1.36% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.35% | -0.09% | +2.53% | |
| 43 | ✓ | 股票-其他 | 0.35% | — | +0.04% | ||
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.33% | +0.16% | +20.00% | |
| 45 | ✓ | 股票-其他 | 0.32% | — | +1.52% | ||
| 46 | VFIAX | Vanguard 500 Index-adm | 股票-其他 | 0.31% | -0.32% | EXIT | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.28% | — | — | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.28% | -0.04% | +7.51% | |
| 49 | ✓ | 股票-其他 | 0.28% | — | +33.09% | ||
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.28% | -0.03% | -9.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SLB | Slb LTD | +2.3% | +104.49% | 加仓 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +71.14% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.1% | -0.52% | 减仓 |
| 4 | ✓ | +0.1% | +7.40% | 加仓 | |
| 5 | ✓ | +0.1% | +33.09% | 加仓 | |
| 6 | ✓ | +0.1% | +55.56% | 加仓 | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +20.00% | 加仓 |
| 8 | FBTIX | Fidelity Adv Biotech-i | 0% | +1.36% | 加仓 |
| 9 | WFC | Wells Fargo & Co | 0% | +7.51% | 加仓 |
| 10 | AMAT | Applied Materials Inc | 0% | — | 不变 |
| 11 | MSFT | Microsoft CORP | 0% | +18.70% | 加仓 |
| 12 | ✓ | 0% | +1.52% | 加仓 | |
| 13 | ✓ | Invesco Exch Traded Fund Tr II | — | — | 不变 |
| 14 | ✓ | 0% | +2.92% | 加仓 | |
| 15 | EXE | Expand Energy CORP | 0% | — | 不变 |
| 16 | FINSX | Fidelity Adv Nw Insghts-i | 0% | +8.64% | 加仓 |
| 17 | ✓ | 0% | -0.56% | 减仓 | |
| 18 | ✓ | 0% | +2.77% | 加仓 | |
| 19 | ✓ | 0% | -12.50% | 减仓 | |
| 20 | APD | Air Products & Chemicals Inc | 0% | — | 不变 |
| 21 | ✓ | 0% | — | 不变 | |
| 22 | MFEIX | Mfs Growth Fund-i | 0% | — | 不变 |
| 23 | AMZN | Amazon.com Inc | 0% | — | 不变 |
| 24 | IVE | Ishares S&p 500 Value ETF | 0% | — | 不变 |
| 25 | FQAL | Fidelity Quality Factor ETF | 0% | +1.57% | 加仓 |
| 26 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | 不变 |
| 27 | PANW | Palo Alto Networks Inc | 0% | -11.64% | 减仓 |
| 28 | VV | Vanguard Large-cap ETF | 0% | — | 不变 |
| 29 | ROP | Roper Technologies Inc | -0.1% | -2.09% | 减仓 |
| 30 | ✓ | -0.1% | +3.69% | 加仓 | |
| 31 | ✓ | -0.1% | +61.74% | 加仓 | |
| 32 | ✓ | -0.1% | — | 不变 | |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -9.31% | 减仓 |
| 34 | ✓ | -0.1% | +5.11% | 加仓 | |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | +1.39% | 加仓 |
| 36 | FIDZX | Fidelity Adv Intl Cap Ap-z | -0.1% | +7.48% | 加仓 |
| 37 | HD | Home Depot Inc | -0.1% | -0.92% | 减仓 |
| 38 | DFSVX | Dfa US Sm Cap Val Port-inst | -0.2% | +0.43% | 加仓 |
| 39 | IWO | Ishares Russell 2000 Growth | -0.2% | — | 不变 |
| 40 | ✓ | -0.3% | -0.51% | 减仓 | |
| 41 | ✓ | -0.4% | +100.24% | 加仓 | |
| 42 | IWP | Ishares Russell Mid-cap Grow | -0.5% | — | 不变 |
| 43 | FXAIX | Fidelity 500 Index Fund | -0.7% | +1.92% | 加仓 |
| 44 | ✓ | Dnow Inc Com | — | NEW | 新建仓 |
| 45 | ✓ | Nh Portfolio 2039 (Fidelityble | — | NEW | 新建仓 |
| 46 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | MU | Micron Technology Inc | — | NEW | 新建仓 |
| 49 | FDGRX | Fidelity Growth Company-rtl | — | NEW | 新建仓 |
| 50 | ✓ | JPMorgan Equity Income I | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sequent Asset Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.4亿，共申报了 99 个公开持股仓位。
在 Q4 2025 季度，Sequent Asset Management, LLC 按市值排列的前三大核心持股分别为：FXAIX (23.1%)、 (9.0%)、 (6.0%)。其中最大持股仓位 FXAIX 占据整体投资组合约 23.1% 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
Dnow Inc Com
市值: US$99.7万
本季最大获利了结 / 清仓标的
JPMorgan Equity Income I
前期市值: US$20.2万
在 Q4 2025 季度中，Sequent Asset Management, LLC 共进行了 37 项持仓异动，包含新建仓 6 个仓位、加仓 22 个仓位、减仓 8 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 Dnow Inc Com。 本季清仓仓位包含 JPMorgan Equity Income I。
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。