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
102 檔
34.2%
在 Q3 2025 的 13F 官方备案中，Shikiar Asset Management Inc 管理的美股投资组合规模来到 US$4.0亿，整体持股档数为 102 档。
Shikiar Asset Management Inc 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 12 档持股的同时，亦同步清仓 2 档并减仓 22 档标的。
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 34.2%，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 | 17.69% | -0.36% | -0.09% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.21% | -0.13% | +0.54% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.38% | -0.40% | +0.54% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.69% | +0.27% | -0.45% | |
| 5 | UBER | Uber Technologies Inc | 股票-工业 | 3.10% | — | -7.58% | |
| 6 | ZS | Zscaler Inc | 股票-科技 | 2.58% | -0.56% | +55.50% | |
| 7 | C | Citigroup Inc | 股票-金融 | 2.43% | +0.09% | -4.33% | |
| 8 | COF | Capital One Financial CORP | 股票-金融 | 2.39% | -1.09% | +17.94% | |
| 9 | LIN | Linde plc | 股票-原材料 | 2.26% | -0.23% | -1.31% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.24% | -0.49% | +2.08% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.15% | +0.43% | -10.92% | |
| 12 | CBRE | Cbre Group Inc - A | 股票-房地产 | 2.15% | -1.23% | +14.23% | |
| 13 | BXSL | Blackstone Secured Lending F | 股票-金融 | 2.09% | -0.54% | -7.48% | |
| 14 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 2.06% | -1.03% | +38.12% | |
| 15 | INCY | Incyte CORP | 股票-医疗保健 | 2.05% | +0.12% | -15.83% | |
| 16 | HESAY | Hermes Intl-unsponsored Adr | 股票-其他 | 2.01% | -0.43% | +0.28% | |
| 17 | SLM V0 PERP B债券 | Slm CORP | 债券 | 1.99% | -0.27% | -11.18% | |
| 18 | RY | Royal Bank Of Canada | 股票-金融 | 1.91% | +0.14% | — | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.87% | -0.36% | -7.79% | |
| 20 | SLM | Slm CORP | 股票-金融 | 1.87% | -0.43% | +33.23% | |
| 21 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.76% | — | -7.45% | |
| 22 | SYF V8.25 PERP B债券 | Synchrony Financial | 债券 | 1.75% | -0.28% | -2.07% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.68% | +0.04% | -2.81% | |
| 24 | EQT | Eqt CORP | 股票-能源 | 1.65% | -0.71% | -8.14% | |
| 25 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.65% | -0.85% | — | |
| 26 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 1.40% | -0.19% | -8.54% | |
| 27 | DELL | Dell Technologies -c | 股票-科技 | 1.36% | +0.78% | — | |
| 28 | CI | THE Cigna Group | 股票-医疗保健 | 1.35% | -0.17% | -12.67% | |
| 29 | BX | Blackstone Inc | 股票-金融 | 1.14% | -0.09% | EXIT | |
| 30 | ✓ | Ftai Aviation Pfd Ser D 9.5 | 股票-其他 | 1.07% | -0.21% | +4.22% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.98% | -0.37% | +3.40% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.98% | -0.36% | — | |
| 33 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 0.89% | — | +9.63% | |
| 34 | KKR | Kkr & Co Inc | 股票-金融 | 0.86% | — | +1.81% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.83% | -0.18% | -48.01% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.73% | +3.69% | +52.23% | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.71% | +0.02% | — | |
| 38 | JXN V8 PERP债券 | Jackson Financial Inc | 债券 | 0.65% | -0.10% | +84.80% | |
| 39 | LNC 9 PERP D债券 | Lincoln National CORP | 债券 | 0.63% | -0.10% | -3.67% | |
| 40 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.57% | -0.08% | -11.75% | |
| 41 | GSBD | Goldman Sachs Bdc Inc | 股票-其他 | 0.56% | +0.07% | +1.95% | |
| 42 | AXON | Axon Enterprise Inc | 股票-工业 | 0.54% | +0.05% | +0.10% | |
| 43 | AMG 6.75 03-30-64债券 | Affiliated Managers Grou | 债券 | 0.49% | -0.08% | +79.48% | |
| 44 | MSDL | Morgan Stanley Direct Lendin | 股票-其他 | 0.49% | +0.01% | -24.01% | |
| 45 | MDGL | Madrigal Pharmaceuticals Inc | 股票-医疗保健 | 0.46% | +1.43% | -20.00% | |
| 46 | APO V7.625 09-15-53债券 | Apollo Global Management | 债券 | 0.46% | -0.08% | +23.39% | |
| 47 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.38% | +0.04% | -32.62% | |
| 48 | HON | Honeywell International Inc | 股票-工业 | 0.37% | -0.14% | EXIT | |
| 49 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | 债券 | 0.37% | +0.03% | -4.67% | |
| 50 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.36% | -0.08% | +60.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZS | Zscaler Inc | +2.2% | +55.50% | 加仓 |
| 2 | C | Citigroup Inc | +0.7% | -4.33% | 加仓 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.5% | +3.40% | 加仓 |
| 4 | FCX | Freeport-mcmoran Inc | +0.5% | +38.12% | 加仓 |
| 5 | AMD | Advanced Micro Devices | +0.3% | +52.23% | 加仓 |
| 6 | BXMT | Blackstone Mortgage Tru-cl A | +0.3% | +60.95% | 加仓 |
| 7 | JXN V8 PERP债券 | Jackson Financial Inc | +0.2% | +84.80% | 加仓 |
| 8 | RY | Royal Bank Of Canada | +0.2% | — | 减仓 |
| 9 | VNO 5.25 PERP N债券 | Vornado Realty Trust | +0.2% | +104.49% | 加仓 |
| 10 | FBIO | Fortress Biotech Inc | +0.2% | — | 加仓 |
| 11 | HOOD | Robinhood Markets Inc - A | +0.1% | -32.62% | 减仓 |
| 12 | MSFT | Microsoft CORP | +0.1% | +0.54% | 减仓 |
| 13 | LXPUSD | Lxp Industrial Trust | +0.1% | +9.63% | 加仓 |
| 14 | VONG | Vanguard Russell 1000 Growth | +0.1% | — | 不变 |
| 15 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 16 | SLM | Slm CORP | -0.1% | +33.23% | 加仓 |
| 17 | BAC | Bank Of America CORP | -0.1% | -2.81% | 减仓 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -10.92% | 减仓 |
| 19 | GOOG | Alphabet Inc-cl C | -0.2% | -0.45% | 减仓 |
| 20 | UBER | Uber Technologies Inc | -0.2% | -7.58% | 减仓 |
| 21 | GSBD | Goldman Sachs Bdc Inc | -0.4% | +1.95% | 减仓 |
| 22 | MSDL | Morgan Stanley Direct Lendin | -0.6% | -24.01% | 减仓 |
| 23 | AAPL | Apple Inc | -0.6% | -0.09% | 加仓 |
| 24 | GBDC | Golub Capital Bdc Inc | -0.6% | -8.54% | 减仓 |
| 25 | AMZN | Amazon.com Inc | -0.6% | +0.54% | 减仓 |
| 26 | NEE | Nextera Energy Inc | -0.6% | -7.79% | 减仓 |
| 27 | CODI V7.875 PERP B债券 | Compass Diversif Holding | -0.7% | -63.88% | 减仓 |
| 28 | HESAY | Hermes Intl-unsponsored Adr | -0.7% | +0.28% | 减仓 |
| 29 | SLM V0 PERP B债券 | Slm CORP | -0.7% | -11.18% | 减仓 |
| 30 | ARMK | Aramark | -0.8% | -26.48% | 减仓 |
| 31 | AMLP | Alerian Mlp ETF | -0.8% | +2.08% | 减仓 |
| 32 | CI | THE Cigna Group | -0.9% | -12.67% | 减仓 |
| 33 | CB | Chubb Limited | -1.3% | -48.01% | 减仓 |
| 34 | BXSL | Blackstone Secured Lending F | -1.4% | -7.48% | 减仓 |
| 35 | MGM | Mgm Resorts International | -1.4% | -76.28% | 减仓 |
| 36 | HON | Honeywell International Inc | -2.7% | -81.37% | 减仓 |
| 37 | COF | Capital One Financial CORP | — | NEW | 新建仓 |
| 38 | CBRE | Cbre Group Inc - A | — | NEW | 新建仓 |
| 39 | ✓ | Cyberark Software LTD. Cmn | — | NEW | 新建仓 |
| 40 | WPM | Wheaton Precious Metals CORP | — | NEW | 新建仓 |
| 41 | DELL | Dell Technologies -c | — | NEW | 新建仓 |
| 42 | BX | Blackstone Inc | — | NEW | 新建仓 |
| 43 | KKR | Kkr & Co Inc | — | NEW | 新建仓 |
| 44 | CODI 7.875 PERP C债券 | Compass Diversif Holding | — | EXIT | 清仓 |
| 45 | AMG 6.75 03-30-64债券 | Affiliated Managers Grou | — | NEW | 新建仓 |
| 46 | APO V7.625 09-15-53债券 | Apollo Global Management | — | NEW | 新建仓 |
| 47 | ✓ | Whitefiber Inc Shs | — | NEW | 新建仓 |
| 48 | METC | Ramaco Resources Inc-a | — | NEW | 新建仓 |
| 49 | BIRK | Birkenstock Holding plc | — | EXIT | 清仓 |
| 50 | XETYX | Eaton Vance Tax-mgd Div Eqty | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Shikiar Asset Management Inc 在 Q3 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 102 个公开持股仓位。
在 Q3 2025 季度，Shikiar Asset Management Inc 按市值排列的前三大核心持股分别为：AAPL (17.7%)、AMZN (5.2%)、MSFT (4.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 17.7% 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
COF
市值: US$948.7万
本季最大获利了结 / 清仓标的
CODI 7.875 PERP C
前期市值: US$231.1万
在 Q3 2025 季度中，Shikiar Asset Management Inc 共进行了 48 项持仓异动，包含新建仓 12 个仓位、加仓 12 个仓位、减仓 22 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 COF。 本季清仓仓位包含 CODI 7.875 PERP C。
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。