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: 0002043186
申报总市值
US$2.9亿
US$2.9亿
126 檔
15.9%
在 Q3 2025 的 13F 官方备案中，SGL Investment Advisors, Inc. 管理的美股投资组合规模来到 US$2.9亿，整体持股档数为 126 档。
在 Q3 2025，SGL Investment Advisors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 29 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，SGL Investment Advisors, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 15.9%，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 | AAPL | Apple Inc | 股票-科技 | 4.98% | -0.19% | +4.00% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.73% | +0.65% | +2.16% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.37% | -0.25% | +13.99% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.12% | -0.32% | -4.93% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 3.05% | -0.01% | -1.92% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.04% | +0.20% | +13.34% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.87% | +0.30% | +4.59% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.75% | +0.10% | -2.00% | |
| 9 | CMI | Cummins Inc | 股票-工业 | 2.64% | -0.40% | -0.21% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.53% | +0.20% | -0.49% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 2.51% | +0.14% | -2.10% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.35% | +0.05% | +0.89% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.24% | -0.08% | +1.03% | |
| 14 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.23% | +0.28% | +1.51% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.22% | +0.74% | +2.46% | |
| 16 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 2.09% | +0.23% | +1.89% | |
| 17 | LHX | L3harris Technologies Inc | 股票-工业 | 1.91% | -0.18% | +5.05% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 1.87% | -0.80% | +37.02% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.85% | -0.15% | +3.03% | |
| 20 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.76% | -0.15% | +1.00% | |
| 21 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.67% | -0.14% | +6.59% | |
| 22 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.67% | — | +5.23% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.64% | +0.21% | +22.06% | |
| 24 | PSA | Public Storage | 股票-房地产 | 1.59% | -0.08% | -4.42% | |
| 25 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 1.56% | — | +33.28% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.53% | +0.20% | +1.92% | |
| 27 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 1.31% | — | -30.70% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.30% | -1.38% | EXIT | |
| 29 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.28% | -0.67% | EXIT | |
| 30 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.21% | — | -14.48% | |
| 31 | RMD | Resmed Inc | 股票-医疗保健 | 1.17% | -0.05% | +2.07% | |
| 32 | STE | STERIS plc | 股票-医疗保健 | 1.16% | +0.06% | +3.02% | |
| 33 | YELP | Yelp Inc | 股票-其他 | 1.11% | -0.16% | — | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.96% | +0.22% | +42.15% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | -0.61% | -2.68% | |
| 36 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.95% | -0.07% | +0.28% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.88% | +0.05% | +15.72% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.72% | -0.40% | +30.94% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.70% | — | +27.19% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | -0.25% | +16.06% | |
| 41 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.55% | +0.03% | -6.36% | |
| 42 | TDOC 1.25 06-01-27债券 | Teladoc Health Inc | 债券 | 0.55% | -0.06% | -0.36% | |
| 43 | INN 1.5 02-15-26债券 | Summit Hotel Properties | 债券 | 0.53% | — | — | |
| 44 | TSLA | Tesla Inc | 股票-周期性消费 | 0.51% | -0.05% | +26.70% | |
| 45 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.50% | +0.10% | +38.47% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.45% | +0.06% | +23.34% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.44% | +0.01% | +66.13% | |
| 48 | AMGN | Amgen Inc | 股票-医疗保健 | 0.40% | +0.06% | +52.43% | |
| 49 | ESG | Flexshares Stoxx US Esg Sele | ETF-其他 | 0.39% | -0.01% | +3.32% | |
| 50 | UBER | Uber Technologies Inc | 股票-工业 | 0.39% | +0.03% | +5.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +13.99% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -4.93% | 减仓 |
| 3 | AAPL | Apple Inc | +0.7% | +4.00% | 加仓 |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.5% | +13.34% | 加仓 |
| 5 | AMD | Advanced Micro Devices | +0.5% | +16.06% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.4% | +26.70% | 加仓 |
| 7 | CMI | Cummins Inc | +0.4% | -0.21% | 加仓 |
| 8 | WMT | Walmart Inc | +0.4% | +37.02% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.68% | 加仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +22.06% | 加仓 |
| 11 | PG | Procter & Gamble Co/the | +0.3% | +66.13% | 加仓 |
| 12 | VCIT | Vanguard Int-term Corporate | +0.3% | +42.15% | 加仓 |
| 13 | AXP | American Express Co | +0.2% | +4.20% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.2% | +86.56% | 加仓 |
| 15 | ORCL | Oracle CORP | +0.2% | -1.29% | 加仓 |
| 16 | MS | Morgan Stanley | +0.2% | +3.61% | 加仓 |
| 17 | LHX | L3harris Technologies Inc | +0.2% | +5.05% | 加仓 |
| 18 | IWO | Ishares Russell 2000 Growth | +0.2% | +15.72% | 加仓 |
| 19 | GS | Goldman Sachs Group Inc | +0.2% | — | 加仓 |
| 20 | WFC | Wells Fargo & Co | +0.2% | +6.62% | 加仓 |
| 21 | DIS | Walt Disney Co/the | +0.2% | +116.02% | 加仓 |
| 22 | LLY | Eli Lilly & Co | +0.2% | +99.09% | 加仓 |
| 23 | SCHF | Schwab Intl Equity ETF | +0.1% | +27.19% | 加仓 |
| 24 | SCHH | Schwab US Reit ETF | +0.1% | +30.94% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +4.59% | 加仓 |
| 26 | IAU | Ishares Gold Trust | +0.1% | +6.59% | 加仓 |
| 27 | JNJ | Johnson & Johnson | -0.1% | -0.49% | 加仓 |
| 28 | MSFT | Microsoft CORP | -0.1% | +2.16% | 加仓 |
| 29 | IBM | Intl Business Machines CORP | -0.2% | -1.92% | 减仓 |
| 30 | SSNC | Ss&c Technologies Holdings | -0.2% | +5.23% | 加仓 |
| 31 | CVX | Chevron CORP | -0.2% | +1.03% | 加仓 |
| 32 | PANW | Palo Alto Networks Inc | -0.3% | +2.46% | 减仓 |
| 33 | BNY | Bank Of New York Mellon CORP | -0.3% | — | 减仓 |
| 34 | WTS | Watts Water Technologies-a | -0.3% | — | 减仓 |
| 35 | CDNS | Cadence Design Sys Inc | -0.3% | — | 减仓 |
| 36 | KR | Kroger Co | -0.3% | — | 减仓 |
| 37 | MCK | Mckesson CORP | -0.4% | — | 减仓 |
| 38 | NXST | Nexstar Media Group Inc | -0.7% | -30.70% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.8% | -5.32% | 减仓 |
| 40 | UL | Unilever PLC | -1.5% | -79.25% | 减仓 |
| 41 | YELP | Yelp Inc | — | NEW | 新建仓 |
| 42 | UBER | Uber Technologies Inc | — | NEW | 新建仓 |
| 43 | ISCV | Ishares Morningstar Small-ca | — | NEW | 新建仓 |
| 44 | T | At&t Inc | — | NEW | 新建仓 |
| 45 | MU | Micron Technology Inc | — | NEW | 新建仓 |
| 46 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建仓 |
| 47 | DECK | Deckers Outdoor CORP | — | EXIT | 清仓 |
| 48 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | 清仓 |
| 49 | RTX | Rtx CORP | — | NEW | 新建仓 |
| 50 | DES | Wisdomtree US Smallcap Divid | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，SGL Investment Advisors, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 126 个公开持股仓位。
在 Q3 2025 季度，SGL Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：AAPL (5.0%)、MSFT (4.7%)、NVDA (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.0% 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
YELP
市值: US$265.6万
本季最大获利了结 / 清仓标的
DECK
前期市值: US$61.8万
在 Q3 2025 季度中，SGL Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 29 个仓位、减仓 11 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 YELP。 本季清仓仓位包含 DECK。
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。