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: 0001058022
申报总市值
US$4.0亿
US$4.0亿
77 檔
30.2%
根据最新整理的 13F 季度数据集，Shikiar Asset Management Inc 于 Q1 2025 结束时的管理资产规模为 US$4.0亿。该机构在本季度申报了 77 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2025，Shikiar Asset Management Inc 操作展现出积极扩展与加仓意向。本季共新建仓 50 个新仓位，并对 0 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Shikiar Asset Management Inc 的前 5 大核心持股（包含 AAPL, AMZN, MSFT 等）合计占整体申报市值的 30.2%，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 | 18.29% | -0.36% | -3.24% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.83% | -0.13% | -3.89% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.27% | -0.40% | -1.76% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.89% | +0.27% | -4.61% | |
| 5 | BXSL | Blackstone Secured Lending F | 股票-金融 | 3.45% | -0.54% | -13.88% | |
| 6 | UBER | Uber Technologies Inc | 股票-工业 | 3.30% | — | +19.65% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-其他 | 3.04% | -0.49% | -2.30% | |
| 8 | HON | Honeywell International Inc | 股票-工业 | 3.03% | -0.14% | EXIT | |
| 9 | HESAY | Hermes Intl-unsponsored Adr | 股票-其他 | 2.68% | -0.43% | -3.22% | |
| 10 | SLM V0 PERP B债券 | Slm CORP | 债券 | 2.68% | -0.27% | +3.29% | |
| 11 | LIN | Linde plc | 股票-原材料 | 2.66% | -0.23% | — | |
| 12 | INCY | Incyte CORP | 股票-医疗保健 | 2.50% | +0.12% | -14.45% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.50% | -0.36% | -1.89% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.30% | +0.43% | -17.98% | |
| 15 | CI | THE Cigna Group | 股票-医疗保健 | 2.24% | -0.17% | -32.22% | |
| 16 | SYF V8.25 PERP B债券 | Synchrony Financial | 债券 | 2.18% | -0.28% | -2.10% | |
| 17 | EQT | Eqt CORP | 股票-能源 | 2.14% | -0.71% | — | |
| 18 | CB | Chubb Limited | 股票-金融 | 2.11% | -0.18% | -30.09% | |
| 19 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 2.01% | -0.19% | -2.21% | |
| 20 | SLM | Slm CORP | 股票-金融 | 1.92% | -0.43% | +6.95% | |
| 21 | RY | Royal Bank Of Canada | 股票-金融 | 1.75% | +0.14% | -49.31% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.75% | +0.04% | -1.64% | |
| 23 | C | Citigroup Inc | 股票-金融 | 1.73% | +0.09% | +519.64% | |
| 24 | MGM | Mgm Resorts International | 股票-周期性消费 | 1.60% | — | -17.06% | |
| 25 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.56% | -1.03% | +18.29% | |
| 26 | ✓ | Ftai Aviation Pfd Ser D 9.5 | 股票-其他 | 1.18% | -0.21% | -5.96% | |
| 27 | ARMK | Aramark | 股票-工业 | 1.08% | — | -29.10% | |
| 28 | MSDL | Morgan Stanley Direct Lendin | 股票-其他 | 1.04% | +0.01% | +101.80% | |
| 29 | GSBD | Goldman Sachs Bdc Inc | 股票-其他 | 0.99% | +0.07% | -36.95% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.94% | -0.36% | -10.27% | |
| 31 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.86% | -0.08% | +1.99% | |
| 32 | LNC 9 PERP D债券 | Lincoln National CORP | 债券 | 0.84% | -0.10% | -1.86% | |
| 33 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 0.82% | — | +22.16% | |
| 34 | CODI V7.875 PERP B债券 | Compass Diversif Holding | 债券 | 0.72% | — | +0.84% | |
| 35 | CODI 7.875 PERP C债券 | Compass Diversif Holding | 债券 | 0.69% | — | — | |
| 36 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.65% | +0.02% | — | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | -0.06% | -18.43% | |
| 38 | MDGL | Madrigal Pharmaceuticals Inc | 股票-医疗保健 | 0.49% | +1.43% | — | |
| 39 | GRBK 5.75 PERP A债券 | Green Brick Partners Inc | 债券 | 0.48% | -0.02% | -1.58% | |
| 40 | AXON | Axon Enterprise Inc | 股票-工业 | 0.47% | +0.05% | +0.07% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.46% | -0.37% | +31.69% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +3.69% | -77.18% | |
| 43 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | 债券 | 0.46% | +0.03% | +5.12% | |
| 44 | JXN V8 PERP债券 | Jackson Financial Inc | 债券 | 0.46% | -0.10% | — | |
| 45 | ZS | Zscaler Inc | 股票-科技 | 0.43% | -0.56% | -0.14% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.39% | -0.03% | -5.65% | |
| 47 | ✓ | 股票-其他 | 0.35% | -0.23% | EXIT | ||
| 48 | UNTC | Unit CORP | 股票-其他 | 0.32% | -0.12% | -6.31% | |
| 49 | PEB 5.7 PERP H债券 | Pebblebrook Hotel Trust | 债券 | 0.30% | +0.01% | — | |
| 50 | BIRK | Birkenstock Holding plc | 股票-其他 | 0.26% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | 新建仓 |
| 2 | AMZN | Amazon.com Inc | — | NEW | 新建仓 |
| 3 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 4 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 5 | BXSL | Blackstone Secured Lending F | — | NEW | 新建仓 |
| 6 | UBER | Uber Technologies Inc | — | NEW | 新建仓 |
| 7 | AMLP | Alerian Mlp ETF | — | NEW | 新建仓 |
| 8 | HON | Honeywell International Inc | — | NEW | 新建仓 |
| 9 | HESAY | Hermes Intl-unsponsored Adr | — | NEW | 新建仓 |
| 10 | SLM V0 PERP B债券 | Slm CORP | — | NEW | 新建仓 |
| 11 | LIN | Linde plc | — | NEW | 新建仓 |
| 12 | INCY | Incyte CORP | — | NEW | 新建仓 |
| 13 | NEE | Nextera Energy Inc | — | NEW | 新建仓 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |
| 15 | CI | THE Cigna Group | — | NEW | 新建仓 |
| 16 | SYF V8.25 PERP B债券 | Synchrony Financial | — | NEW | 新建仓 |
| 17 | EQT | Eqt CORP | — | NEW | 新建仓 |
| 18 | CB | Chubb Limited | — | NEW | 新建仓 |
| 19 | GBDC | Golub Capital Bdc Inc | — | NEW | 新建仓 |
| 20 | SLM | Slm CORP | — | NEW | 新建仓 |
| 21 | RY | Royal Bank Of Canada | — | NEW | 新建仓 |
| 22 | BAC | Bank Of America CORP | — | NEW | 新建仓 |
| 23 | C | Citigroup Inc | — | NEW | 新建仓 |
| 24 | MGM | Mgm Resorts International | — | NEW | 新建仓 |
| 25 | FCX | Freeport-mcmoran Inc | — | NEW | 新建仓 |
| 26 | ✓ | Ftai Aviation Pfd Ser D 9.5 | — | NEW | 新建仓 |
| 27 | ARMK | Aramark | — | NEW | 新建仓 |
| 28 | MSDL | Morgan Stanley Direct Lendin | — | NEW | 新建仓 |
| 29 | GSBD | Goldman Sachs Bdc Inc | — | NEW | 新建仓 |
| 30 | GLD | Spdr Gold Shares | — | NEW | 新建仓 |
| 31 | GLPI | Gaming And Leisure Propertie | — | NEW | 新建仓 |
| 32 | LNC 9 PERP D债券 | Lincoln National CORP | — | NEW | 新建仓 |
| 33 | LXPUSD | Lxp Industrial Trust | — | NEW | 新建仓 |
| 34 | CODI V7.875 PERP B债券 | Compass Diversif Holding | — | NEW | 新建仓 |
| 35 | CODI 7.875 PERP C债券 | Compass Diversif Holding | — | NEW | 新建仓 |
| 36 | VONG | Vanguard Russell 1000 Growth | — | NEW | 新建仓 |
| 37 | COST | Costco Wholesale CORP | — | NEW | 新建仓 |
| 38 | MDGL | Madrigal Pharmaceuticals Inc | — | NEW | 新建仓 |
| 39 | GRBK 5.75 PERP A债券 | Green Brick Partners Inc | — | NEW | 新建仓 |
| 40 | AXON | Axon Enterprise Inc | — | NEW | 新建仓 |
| 41 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建仓 |
| 42 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 43 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | — | NEW | 新建仓 |
| 44 | JXN V8 PERP债券 | Jackson Financial Inc | — | NEW | 新建仓 |
| 45 | ZS | Zscaler Inc | — | NEW | 新建仓 |
| 46 | DHR | Danaher CORP | — | NEW | 新建仓 |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | UNTC | Unit CORP | — | NEW | 新建仓 |
| 49 | PEB 5.7 PERP H债券 | Pebblebrook Hotel Trust | — | NEW | 新建仓 |
| 50 | BIRK | Birkenstock Holding plc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Shikiar Asset Management Inc 在 Q1 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 77 个公开持股仓位。
在 Q1 2025 季度，Shikiar Asset Management Inc 按市值排列的前三大核心持股分别为：AAPL (18.3%)、AMZN (5.8%)、MSFT (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 18.3% 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
AAPL
市值: US$6128.3万
在 Q1 2025 季度中，Shikiar Asset Management Inc 共进行了 50 项持仓异动，包含新建仓 50 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 AAPL。
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。