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
15.4%
截至 Q4 2025 季度末，SGL Investment Advisors, Inc. 的美股持仓估值约为 US$2.9亿，全数申报仓位共有 126 档。
在 Q4 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 10 个新仓位，并对 25 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，SGL Investment Advisors, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, IVW 等）合计占整体申报市值的 15.4%，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 | 5.00% | -0.19% | +1.94% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.70% | +0.65% | +6.97% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.20% | +0.20% | +16.22% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.99% | -0.32% | -14.61% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.98% | +0.20% | -3.93% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.85% | -0.01% | +2.35% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.74% | -0.25% | +1.87% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.74% | +0.10% | +2.23% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.68% | +0.30% | -3.05% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.59% | -0.08% | +3.63% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 2.49% | +0.14% | +2.38% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.48% | +0.05% | +3.73% | |
| 13 | CMI | Cummins Inc | 股票-工业 | 2.46% | -0.40% | -21.16% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 2.40% | -0.80% | +7.20% | |
| 15 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.35% | +0.28% | -2.23% | |
| 16 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 2.19% | +0.23% | +1.60% | |
| 17 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.14% | -0.14% | +10.97% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.04% | -0.15% | +9.03% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.84% | +0.21% | +18.02% | |
| 20 | LHX | L3harris Technologies Inc | 股票-工业 | 1.80% | -0.18% | -16.94% | |
| 21 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.73% | -0.15% | +0.66% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.64% | -1.38% | EXIT | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.64% | +0.20% | +1.72% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.54% | +0.74% | +2.63% | |
| 25 | PSA | Public Storage | 股票-房地产 | 1.50% | -0.08% | -3.71% | |
| 26 | ETN | Eaton Corporation plc | 股票-工业 | 1.46% | +0.15% | +990.70% | |
| 27 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.45% | — | +1.75% | |
| 28 | KR | Kroger Co | 股票-非周期性消费 | 1.39% | -0.30% | +1524.19% | |
| 29 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.30% | -0.67% | EXIT | |
| 30 | RMD | Resmed Inc | 股票-医疗保健 | 1.21% | -0.05% | +0.24% | |
| 31 | STE | STERIS plc | 股票-医疗保健 | 1.16% | +0.06% | +1.82% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.12% | +0.22% | +20.30% | |
| 33 | OMC | Omnicom Group | 股票-通信服务 | 1.07% | +0.03% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | -0.61% | -5.99% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.94% | +0.05% | +12.74% | |
| 36 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.92% | -0.07% | +11.42% | |
| 37 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.84% | -0.40% | +19.20% | |
| 38 | YELP | Yelp Inc | 股票-其他 | 0.84% | -0.16% | +8.40% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.82% | — | +14.56% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.59% | +0.10% | +22.29% | |
| 41 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.58% | +0.03% | +25.97% | |
| 42 | TDOC 1.25 06-01-27债券 | Teladoc Health Inc | 债券 | 0.53% | -0.06% | -0.71% | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | -0.09% | +37.10% | |
| 44 | INN 1.5 02-15-26债券 | Summit Hotel Properties | 债券 | 0.51% | — | — | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.51% | +0.06% | +16.84% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.48% | -0.14% | -4.31% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.48% | +0.06% | +1.22% | |
| 48 | ENPH 0 03-01-28债券 | Enphase Energy Inc | 债券 | 0.46% | -0.04% | — | |
| 49 | MU | Micron Technology Inc | 股票-科技 | 0.46% | -0.33% | +6.70% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | +0.05% | +18.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +1.3% | +990.70% | 加仓 |
| 2 | KR | Kroger Co | +1.3% | +1524.19% | 加仓 |
| 3 | WMT | Walmart Inc | +0.5% | +7.20% | 加仓 |
| 4 | IAU | Ishares Gold Trust | +0.5% | +10.97% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.5% | -3.93% | 减仓 |
| 6 | CVX | Chevron CORP | +0.4% | +3.63% | 加仓 |
| 7 | ADBE | Adobe Inc | +0.3% | +64.49% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.2% | +37.10% | 加仓 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +18.02% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +9.03% | 加仓 |
| 11 | MU | Micron Technology Inc | +0.2% | +6.70% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.2% | +84.98% | 加仓 |
| 13 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +16.22% | 加仓 |
| 14 | VCIT | Vanguard Int-term Corporate | +0.2% | +20.30% | 加仓 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.73% | 加仓 |
| 16 | TRV | Travelers Cos Inc/the | +0.1% | -2.23% | 减仓 |
| 17 | SCHH | Schwab US Reit ETF | +0.1% | +19.20% | 加仓 |
| 18 | SCHF | Schwab Intl Equity ETF | +0.1% | +14.56% | 加仓 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +1.72% | 加仓 |
| 20 | DGX | Quest Diagnostics Inc | +0.1% | +1.60% | 加仓 |
| 21 | AAPL | Apple Inc | 0% | +1.94% | 加仓 |
| 22 | T | At&t Inc | -0.1% | -51.13% | 减仓 |
| 23 | LIN | Linde plc | -0.2% | -56.66% | 减仓 |
| 24 | INTU | Intuit Inc | -0.2% | -44.85% | 减仓 |
| 25 | NOW | Servicenow Inc | -0.2% | +223.45% | 加仓 |
| 26 | ACN | Accenture plc | -0.2% | -61.93% | 减仓 |
| 27 | SSNC | Ss&c Technologies Holdings | -0.2% | +1.75% | 加仓 |
| 28 | UBER | Uber Technologies Inc | -0.3% | -54.43% | 减仓 |
| 29 | TSLA | Tesla Inc | -0.3% | -42.18% | 减仓 |
| 30 | YELP | Yelp Inc | -0.3% | +8.40% | 加仓 |
| 31 | AMD | Advanced Micro Devices | -0.4% | -32.56% | 减仓 |
| 32 | NVDA | Nvidia CORP | -0.6% | +1.87% | 加仓 |
| 33 | PANW | Palo Alto Networks Inc | -0.7% | +2.63% | 加仓 |
| 34 | MSFT | Microsoft CORP | -1% | +6.97% | 加仓 |
| 35 | CAG | Conagra Brands Inc | — | EXIT | 清仓 |
| 36 | NXST | Nexstar Media Group Inc | — | EXIT | 清仓 |
| 37 | IPG | Interpublic Group Of Cos Inc | — | EXIT | 清仓 |
| 38 | OMC | Omnicom Group | — | NEW | 新建仓 |
| 39 | ENPH 0 03-01-28债券 | Enphase Energy Inc | — | NEW | 新建仓 |
| 40 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 41 | UL | Unilever PLC | — | EXIT | 清仓 |
| 42 | ISRG | Intuitive Surgical Inc | — | EXIT | 清仓 |
| 43 | CAT | Caterpillar Inc | — | NEW | 新建仓 |
| 44 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 45 | INTC | Intel CORP | — | NEW | 新建仓 |
| 46 | C | Citigroup Inc | — | NEW | 新建仓 |
| 47 | PFE | Pfizer Inc | — | NEW | 新建仓 |
| 48 | TMO | Thermo Fisher Scientific Inc | — | NEW | 新建仓 |
| 49 | APP | Applovin Corp-class A | — | NEW | 新建仓 |
| 50 | BSX | Boston Scientific CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，SGL Investment Advisors, Inc. 在 Q4 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 Q4 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 (3.7%)、IVW (3.2%)。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
OMC
市值: US$268.1万
本季最大获利了结 / 清仓标的
CAG
前期市值: US$374.5万
在 Q4 2025 季度中，SGL Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 25 个仓位、减仓 9 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 OMC。 本季清仓仓位包含 CAG。
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。