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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001058022
申报总市值
US$4.0亿
US$4.0亿
98 檔
35.6%
Q4 2025 季度申报显示，Shikiar Asset Management Inc 披露的美股组合总市值为 US$4.0亿，涵盖 98 个不同之权益投资仓位。
在 Q4 2025，Shikiar Asset Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 7 档持股，调降曝光的仓位数量高于加仓动作。
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, GOOG 等）合计占整体申报市值的 35.6%，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 | 18.53% | -0.36% | -0.88% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.32% | -0.13% | -1.73% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.59% | +0.27% | -2.46% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.01% | -0.40% | -1.03% | |
| 5 | C | Citigroup Inc | 股票-金融 | 2.66% | +0.09% | -3.85% | |
| 6 | COF | Capital One Financial CORP | 股票-金融 | 2.62% | -1.09% | -2.77% | |
| 7 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 2.55% | -1.03% | -3.59% | |
| 8 | UBER | Uber Technologies Inc | 股票-工业 | 2.43% | — | -5.12% | |
| 9 | INCY | Incyte CORP | 股票-医疗保健 | 2.32% | +0.12% | -1.64% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.26% | +0.43% | -2.76% | |
| 11 | RY | Royal Bank Of Canada | 股票-金融 | 2.19% | +0.14% | — | |
| 12 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.15% | -0.49% | -3.28% | |
| 13 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 2.15% | -0.85% | +24.96% | |
| 14 | CBRE | Cbre Group Inc - A | 股票-房地产 | 2.12% | -1.23% | -2.34% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.00% | -0.36% | +1.59% | |
| 16 | LIN | Linde plc | 股票-原材料 | 2.00% | -0.23% | — | |
| 17 | ZS | Zscaler Inc | 股票-科技 | 1.98% | -0.56% | +3.72% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.98% | -0.34% | — | |
| 19 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.95% | -0.54% | -7.00% | |
| 20 | HESAY | Hermes Intl-unsponsored Adr | 股票-其他 | 1.85% | -0.43% | -8.77% | |
| 21 | SLM | Slm CORP | 股票-金融 | 1.81% | -0.43% | -0.02% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.77% | +0.04% | -0.29% | |
| 23 | DELL | Dell Technologies -c | 股票-科技 | 1.76% | +0.78% | +47.21% | |
| 24 | SLM V0 PERP B债券 | Slm CORP | 债券 | 1.60% | -0.27% | -14.72% | |
| 25 | SYF V8.25 PERP B债券 | Synchrony Financial | 债券 | 1.54% | -0.28% | -12.18% | |
| 26 | EQT | Eqt CORP | 股票-能源 | 1.50% | -0.71% | -6.96% | |
| 27 | LXP | Lxp Industrial Trust | 股票-其他 | 1.50% | -0.21% | — | |
| 28 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 1.26% | -0.19% | -8.00% | |
| 29 | CI | THE Cigna Group | 股票-医疗保健 | 1.18% | -0.17% | -7.31% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 1.18% | +3.69% | +23.58% | |
| 31 | ✓ | Ftai Aviation Pfd Ser D 9.5 | 股票-其他 | 1.07% | -0.21% | -0.38% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.07% | -0.36% | -1.05% | |
| 33 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.06% | — | -34.39% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.95% | -0.37% | -0.12% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.71% | +0.02% | — | |
| 36 | JXN V8 PERP债券 | Jackson Financial Inc | 债券 | 0.66% | -0.10% | +2.89% | |
| 37 | LNC 9 PERP D债券 | Lincoln National CORP | 债券 | 0.61% | -0.10% | -3.17% | |
| 38 | MDGL | Madrigal Pharmaceuticals Inc | 股票-医疗保健 | 0.58% | +1.43% | — | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.58% | -0.18% | -36.13% | |
| 40 | MSDL | Morgan Stanley Direct Lendin | 股票-其他 | 0.54% | +0.01% | +7.94% | |
| 41 | GSBD | Goldman Sachs Bdc Inc | 股票-其他 | 0.51% | +0.07% | +0.06% | |
| 42 | AMG 6.75 03-30-64债券 | Affiliated Managers Grou | 债券 | 0.48% | -0.08% | -0.25% | |
| 43 | APO V7.625 09-15-53债券 | Apollo Global Management | 债券 | 0.46% | -0.08% | +2.03% | |
| 44 | AXON | Axon Enterprise Inc | 股票-工业 | 0.42% | +0.05% | -0.10% | |
| 45 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.42% | -0.08% | +14.18% | |
| 46 | BX | Blackstone Inc | 股票-金融 | 0.33% | -0.09% | EXIT | |
| 47 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | 债券 | 0.32% | +0.03% | -7.49% | |
| 48 | VNO 5.25 PERP N债券 | Vornado Realty Trust | 债券 | 0.30% | -0.01% | +31.48% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.29% | -0.03% | -3.19% | |
| 50 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.29% | -0.08% | -46.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -2.46% | 减仓 |
| 2 | AAPL | Apple Inc | +0.8% | -0.88% | 减仓 |
| 3 | WPM | Wheaton Precious Metals CORP | +0.5% | +24.96% | 加仓 |
| 4 | FCX | Freeport-mcmoran Inc | +0.5% | -3.59% | 减仓 |
| 5 | AMD | Advanced Micro Devices | +0.5% | +23.58% | 加仓 |
| 6 | DELL | Dell Technologies -c | +0.4% | +47.21% | 加仓 |
| 7 | RY | Royal Bank Of Canada | +0.3% | — | 不变 |
| 8 | INCY | Incyte CORP | +0.3% | -1.64% | 减仓 |
| 9 | COF | Capital One Financial CORP | +0.2% | -2.77% | 减仓 |
| 10 | C | Citigroup Inc | +0.2% | -3.85% | 减仓 |
| 11 | NEE | Nextera Energy Inc | +0.1% | +1.59% | 加仓 |
| 12 | MDGL | Madrigal Pharmaceuticals Inc | +0.1% | — | 不变 |
| 13 | AMZN | Amazon.com Inc | +0.1% | -1.73% | 减仓 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.76% | 减仓 |
| 15 | L | Loews CORP | +0.1% | +71.78% | 加仓 |
| 16 | BAC | Bank Of America CORP | +0.1% | -0.29% | 减仓 |
| 17 | GLD | Spdr Gold Shares | +0.1% | -1.05% | 减仓 |
| 18 | UNTC | Unit CORP | +0.1% | +42.42% | 加仓 |
| 19 | OTLY | Oatly Group AB | -0.1% | -25.29% | 减仓 |
| 20 | AMLP | Alerian Mlp ETF | -0.1% | -3.28% | 减仓 |
| 21 | AXON | Axon Enterprise Inc | -0.1% | -0.10% | 减仓 |
| 22 | ✓ | Whitefiber Inc Shs | -0.1% | +4.92% | 加仓 |
| 23 | HOOD | Robinhood Markets Inc - A | -0.1% | -19.94% | 减仓 |
| 24 | BXSL | Blackstone Secured Lending F | -0.1% | -7.00% | 减仓 |
| 25 | GBDC | Golub Capital Bdc Inc | -0.1% | -8.00% | 减仓 |
| 26 | HESAY | Hermes Intl-unsponsored Adr | -0.2% | -8.77% | 减仓 |
| 27 | EQT | Eqt CORP | -0.2% | -6.96% | 减仓 |
| 28 | CI | THE Cigna Group | -0.2% | -7.31% | 减仓 |
| 29 | ARMK | Aramark | -0.2% | -57.86% | 减仓 |
| 30 | SYF V8.25 PERP B债券 | Synchrony Financial | -0.2% | -12.18% | 减仓 |
| 31 | CB | Chubb Limited | -0.3% | -36.13% | 减仓 |
| 32 | HON | Honeywell International Inc | -0.3% | -67.16% | 减仓 |
| 33 | LIN | Linde plc | -0.3% | — | 不变 |
| 34 | GLPI | Gaming And Leisure Propertie | -0.3% | -46.43% | 减仓 |
| 35 | MSFT | Microsoft CORP | -0.4% | -1.03% | 减仓 |
| 36 | SLM V0 PERP B债券 | Slm CORP | -0.4% | -14.72% | 减仓 |
| 37 | ZS | Zscaler Inc | -0.6% | +3.72% | 加仓 |
| 38 | UBER | Uber Technologies Inc | -0.7% | -5.12% | 减仓 |
| 39 | ✓ | Cyberark Software LTD. Cmn | -0.7% | -34.39% | 减仓 |
| 40 | BX | Blackstone Inc | -0.8% | -67.77% | 减仓 |
| 41 | CRM | Salesforce Inc | — | NEW | 新建仓 |
| 42 | LXP | Lxp Industrial Trust | — | NEW | 新建仓 |
| 43 | LXPUSD | Lxp Industrial Trust | — | EXIT | 清仓 |
| 44 | KKR | Kkr & Co Inc | — | EXIT | 清仓 |
| 45 | METC | Ramaco Resources Inc-a | — | EXIT | 清仓 |
| 46 | MGM | Mgm Resorts International | — | EXIT | 清仓 |
| 47 | DAC | Danaos Corporation | — | NEW | 新建仓 |
| 48 | PBI 6.7 03-07-43债券 | Pitney Bowes Inc | — | EXIT | 清仓 |
| 49 | METC 8.25 07-31-30债券 | Ramaco Resources Inc | — | EXIT | 清仓 |
| 50 | ✓ | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Shikiar Asset Management Inc 在 Q4 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 98 个公开持股仓位。
在 Q4 2025 季度，Shikiar Asset Management Inc 按市值排列的前三大核心持股分别为：AAPL (18.5%)、AMZN (5.3%)、GOOG (4.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 18.5% 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$793.9万
本季最大获利了结 / 清仓标的
LXPUSD
前期市值: US$352.9万
在 Q4 2025 季度中，Shikiar Asset Management Inc 共进行了 47 项持仓异动，包含新建仓 3 个仓位、加仓 8 个仓位、减仓 29 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 CRM。 本季清仓仓位包含 LXPUSD。
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。