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: 0001317784
申报总市值
US$7.4亿
US$7.4亿
147 檔
15.5%
截至 Q3 2025 季度末，SFE Investment Counsel 的美股持仓估值约为 US$7.4亿，全数申报仓位共有 147 档。
在 Q3 2025，SFE Investment Counsel 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 32 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，SFE Investment Counsel 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 15.5%，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 | MSFT | Microsoft CORP | 股票-科技 | 4.47% | -0.41% | +1.25% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.11% | — | -3.01% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.79% | -0.11% | +4.36% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.14% | -0.15% | -2.69% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.86% | +0.07% | -10.03% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.68% | — | -5.50% | |
| 7 | QCOM | Qualcomm Inc | 股票-科技 | 2.56% | +0.25% | +1.74% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.50% | +1.56% | +1.77% | |
| 9 | FSLR | First Solar Inc | 股票-科技 | 2.46% | +0.03% | +0.00% | |
| 10 | OKE | Oneok Inc | 股票-能源 | 2.23% | -0.52% | +16.80% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.20% | -0.49% | +2.62% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.19% | +0.03% | +1.26% | |
| 13 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.16% | -0.37% | +0.44% | |
| 14 | CLF | Cleveland-cliffs Inc | 股票-原材料 | 1.95% | -0.04% | -4.95% | |
| 15 | USB | US Bancorp | 股票-金融 | 1.79% | -0.01% | +0.05% | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.71% | -0.22% | -0.14% | |
| 17 | CMI | Cummins Inc | 股票-工业 | 1.64% | +0.11% | -1.15% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.60% | +0.03% | -0.06% | |
| 19 | URI | United Rentals Inc | 股票-工业 | 1.60% | +0.46% | -5.22% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.56% | +0.15% | -0.65% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.56% | -0.35% | -0.81% | |
| 22 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.48% | +0.14% | +12.43% | |
| 23 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.44% | — | -2.03% | |
| 24 | FISV | Fiserv Inc | 股票-其他 | 1.33% | -0.08% | EXIT | |
| 25 | BSJS | Invesco Bulletshares 2028 Hy | ETF-其他 | 1.30% | -0.16% | +3.62% | |
| 26 | LHX | L3harris Technologies Inc | 股票-工业 | 1.28% | -0.36% | -1.71% | |
| 27 | BSJR | Invesco Bulletshares 2027 Hy | ETF-其他 | 1.25% | -0.19% | +3.22% | |
| 28 | PRU | Prudential Financial Inc | 股票-金融 | 1.24% | -0.01% | +1.71% | |
| 29 | BSJT | Invesco Bulletshares 2029 Hy | ETF-其他 | 1.23% | -0.13% | +5.66% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 1.19% | -0.01% | -1.31% | |
| 31 | J | Jacobs Solutions Inc | 股票-工业 | 1.17% | -0.08% | +0.37% | |
| 32 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 1.16% | -0.46% | -1.81% | |
| 33 | PWR | Quanta Services Inc | 股票-工业 | 1.12% | +0.02% | -1.62% | |
| 34 | XYL | Xylem Inc | 股票-工业 | 1.02% | -0.03% | +0.89% | |
| 35 | DCI | Donaldson Co Inc | 股票-工业 | 1.00% | -0.09% | -2.01% | |
| 36 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.00% | -0.06% | +6.79% | |
| 37 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.00% | -0.09% | -1.35% | |
| 38 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.99% | +0.13% | -0.28% | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.96% | -0.02% | -0.79% | |
| 40 | BSJU | Invesco Bulletshares 2030 Hy | ETF-其他 | 0.91% | -0.05% | +39.78% | |
| 41 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.90% | -0.15% | +12.29% | |
| 42 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.86% | -0.09% | +8.42% | |
| 43 | ROP | Roper Technologies Inc | 股票-科技 | 0.84% | -0.30% | +4.61% | |
| 44 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.83% | -0.06% | -0.73% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | -0.11% | -0.16% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.81% | -0.09% | +2.37% | |
| 47 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.81% | -0.07% | +4.53% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.80% | +0.86% | -3.57% | |
| 49 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 0.80% | -0.10% | -0.77% | |
| 50 | ETN | Eaton Corporation plc | 股票-工业 | 0.77% | — | -3.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.4% | +1.25% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1% | -3.01% | 减仓 |
| 3 | FSLR | First Solar Inc | +0.8% | +0.00% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | +1.26% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.8% | -10.03% | 减仓 |
| 6 | EXPE | Expedia Group Inc | +0.5% | +12.29% | 加仓 |
| 7 | URI | United Rentals Inc | +0.5% | -5.22% | 加仓 |
| 8 | PWR | Quanta Services Inc | +0.3% | -1.62% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | -0.06% | 减仓 |
| 10 | UBER | Uber Technologies Inc | +0.3% | +31.36% | 加仓 |
| 11 | BSJU | Invesco Bulletshares 2030 Hy | +0.3% | +39.78% | 加仓 |
| 12 | CLF | Cleveland-cliffs Inc | +0.2% | -4.95% | 减仓 |
| 13 | LHX | L3harris Technologies Inc | +0.2% | -1.71% | 加仓 |
| 14 | AMD | Advanced Micro Devices | +0.2% | -3.57% | 加仓 |
| 15 | AMAT | Applied Materials Inc | +0.2% | +0.96% | 加仓 |
| 16 | IQV | Iqvia Holdings Inc | +0.2% | +12.43% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | -2.69% | 加仓 |
| 18 | WSM | Williams-sonoma Inc | +0.1% | -0.28% | 加仓 |
| 19 | GEV | GE Vernova Inc | +0.1% | -11.51% | 减仓 |
| 20 | CMI | Cummins Inc | +0.1% | -1.15% | 减仓 |
| 21 | J | Jacobs Solutions Inc | +0.1% | +0.37% | 加仓 |
| 22 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +10.24% | 加仓 |
| 23 | BX | Blackstone Inc | +0.1% | -1.31% | 加仓 |
| 24 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +8.42% | 加仓 |
| 25 | ETN | Eaton Corporation plc | +0.1% | -3.37% | 加仓 |
| 26 | ABBV | Abbvie Inc | +0.1% | -0.79% | 加仓 |
| 27 | LLY | Eli Lilly & Co | +0.1% | +28.73% | 加仓 |
| 28 | FISV | Fiserv Inc | 0% | +71.60% | 加仓 |
| 29 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +6.79% | 加仓 |
| 30 | DCI | Donaldson Co Inc | 0% | -2.01% | 加仓 |
| 31 | PANW | Palo Alto Networks Inc | 0% | +1.77% | 加仓 |
| 32 | XYL | Xylem Inc | 0% | +0.89% | 加仓 |
| 33 | LH | Labcorp Holdings Inc | 0% | -2.03% | 减仓 |
| 34 | USB | US Bancorp | -0.1% | +0.05% | 加仓 |
| 35 | AMZN | Amazon.com Inc | -0.1% | -5.50% | 加仓 |
| 36 | AAPL | Apple Inc | -0.1% | +4.36% | 加仓 |
| 37 | NEE | Nextera Energy Inc | -0.2% | +2.62% | 加仓 |
| 38 | QCOM | Qualcomm Inc | -0.2% | +1.74% | 加仓 |
| 39 | LOW | Lowe's Cos Inc | -0.3% | +0.44% | 加仓 |
| 40 | BMY | Bristol-myers Squibb Co | -0.3% | -26.05% | 减仓 |
| 41 | GSLC | Goldman Activebeta US Lc ETF | -0.4% | -5.05% | 减仓 |
| 42 | IEF | Ishares 7-10 Year Treasury B | -0.4% | -59.95% | 减仓 |
| 43 | F | Ford Motor Co | -0.4% | -8.47% | 减仓 |
| 44 | JEPI | Jpmorgan Equity Premium Inco | -0.4% | -14.23% | 减仓 |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.5% | -2.44% | 减仓 |
| 46 | ZTS | Zoetis Inc | -0.5% | -31.63% | 减仓 |
| 47 | BSJP | Invesco Bulletshares 2025 Hy | -0.5% | -28.10% | 减仓 |
| 48 | CRM | Salesforce Inc | — | NEW | 新建仓 |
| 49 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 50 | MRVL | Marvell Technology Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，SFE Investment Counsel 在 Q3 2025 季度的美股持仓总市值约为 US$7.4亿，共申报了 147 个公开持股仓位。
在 Q3 2025 季度，SFE Investment Counsel 按市值排列的前三大核心持股分别为：MSFT (4.5%)、NVDA (4.1%)、AAPL (3.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.5% 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
CRM
市值: US$225.7万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$1536.3万
在 Q3 2025 季度中，SFE Investment Counsel 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 32 个仓位、减仓 15 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CRM。
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。