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: 0001846138
申报总市值
US$3.2亿
US$3.2亿
531 檔
25.7%
根据最新整理的 13F 季度数据集，Sittner & Nelson, LLC 于 Q4 2025 结束时的管理资产规模为 US$3.2亿。该机构在本季度申报了 531 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Sittner & Nelson, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 29 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sittner & Nelson, LLC 的前 5 大核心持股（包含 AAPL, MINT, NVDA 等）合计占整体申报市值的 25.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 531 只）
| # | 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 | 16.53% | -0.28% | -0.33% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.47% | -0.68% | +8.20% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.28% | +0.14% | +1.33% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.32% | -1.29% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.75% | +0.22% | +9.34% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.61% | +0.14% | +0.59% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.36% | +0.07% | +1.98% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.30% | -0.55% | -7.34% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.16% | -0.17% | — | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.80% | -0.03% | +4.79% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.74% | -0.67% | -1.47% | |
| 12 | MINO | Pimco Municipal Income Oppor | ETF-其他 | 1.70% | +0.02% | +186.58% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.62% | -0.08% | +0.27% | |
| 14 | AVAV | Aerovironment Inc | 股票-工业 | 1.59% | -0.27% | -0.73% | |
| 15 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 1.55% | -0.58% | +144.92% | |
| 16 | SYK | Stryker CORP | 股票-医疗保健 | 1.47% | -0.25% | -1.78% | |
| 17 | CGUS | Cap Group Core Equity | ETF-其他 | 1.38% | +0.37% | +20.26% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | -0.03% | +9.06% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.31% | -0.03% | — | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | -0.14% | +0.84% | |
| 21 | FAST | Fastenal Co | 股票-工业 | 1.16% | -0.15% | +0.33% | |
| 22 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 1.08% | +2.10% | +18.59% | |
| 23 | CGXU | Cap Group Intl Focus | ETF-其他 | 1.05% | +0.15% | +12.69% | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 1.00% | -0.13% | +1.46% | |
| 25 | GBX | Greenbrier Companies Inc | 股票-其他 | 1.00% | -0.20% | +1.78% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.81% | +0.23% | -1.28% | |
| 27 | EMR | Emerson Electric Co | 股票-工业 | 0.81% | -0.04% | -3.33% | |
| 28 | TKR | Timken Co | 股票-工业 | 0.80% | +0.19% | -1.12% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.80% | -0.02% | +15.90% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.27% | +2.14% | |
| 31 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.69% | -0.18% | +3.36% | |
| 32 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.68% | -0.06% | -2.27% | |
| 33 | ASML | ASML Holding N.V. | 股票-科技 | 0.62% | +0.18% | -2.29% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | -0.11% | +19.72% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.61% | — | -7.30% | |
| 36 | LIN | Linde plc | 股票-原材料 | 0.61% | -0.07% | -0.05% | |
| 37 | WINN | Harbor Long-term Growers ETF | ETF-其他 | 0.55% | +0.09% | +21.01% | |
| 38 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.54% | +0.09% | +26.92% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.10% | -1.13% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.49% | — | -1.35% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.48% | -0.05% | +1.42% | |
| 42 | CGGO | Cap Group Global Growth | ETF-其他 | 0.48% | +0.10% | +25.95% | |
| 43 | WY | Weyerhaeuser Co | 股票-房地产 | 0.48% | -0.07% | -7.40% | |
| 44 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.48% | -0.01% | — | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.47% | -0.08% | +12.21% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.47% | -0.05% | +0.58% | |
| 47 | TRMB | Trimble Inc | 股票-科技 | 0.46% | -0.15% | -0.50% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | +0.04% | -0.33% | |
| 49 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.45% | +0.05% | +31.38% | |
| 50 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.44% | -0.10% | -1.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MINO | Pimco Municipal Income Oppor | +1.1% | +186.58% | 加仓 |
| 2 | AAPL | Apple Inc | +0.9% | -0.33% | 减仓 |
| 3 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.9% | +144.92% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | +0.59% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.98% | 加仓 |
| 6 | CGDV | Cap Group Dividend Value | +0.4% | +9.34% | 加仓 |
| 7 | CGIC | Cap Group Intl Core Eq | +0.3% | +229.69% | 加仓 |
| 8 | SBUX | Starbucks CORP | +0.3% | +4.79% | 加仓 |
| 9 | AMGN | Amgen Inc | +0.3% | +1.46% | 加仓 |
| 10 | JNJ | Johnson & Johnson | +0.3% | +0.84% | 加仓 |
| 11 | CAT | Caterpillar Inc | +0.3% | -1.28% | 减仓 |
| 12 | CGUS | Cap Group Core Equity | +0.2% | +20.26% | 加仓 |
| 13 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.2% | +18.59% | 加仓 |
| 14 | EA | Electronic Arts Inc | +0.2% | +256.20% | 加仓 |
| 15 | TKR | Timken Co | +0.2% | -1.12% | 减仓 |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +118.21% | 加仓 |
| 17 | CVX | Chevron CORP | +0.2% | -1.47% | 减仓 |
| 18 | MU | Micron Technology Inc | +0.2% | -5.83% | 减仓 |
| 19 | VXUS | Vanguard Total Intl Stock | +0.2% | +58.32% | 加仓 |
| 20 | MINT | Pimco Enhanced Short Maturit | +0.2% | +8.20% | 加仓 |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +2.14% | 加仓 |
| 22 | ASML | ASML Holding N.V. | +0.2% | -2.29% | 减仓 |
| 23 | CGXU | Cap Group Intl Focus | +0.2% | +12.69% | 加仓 |
| 24 | GBX | Greenbrier Companies Inc | +0.2% | +1.78% | 加仓 |
| 25 | BMY | Bristol-myers Squibb Co | +0.2% | +12.21% | 加仓 |
| 26 | CGIE | Cap Group Intl Equity | +0.2% | +51.35% | 加仓 |
| 27 | MRK | Merck & Co. Inc. | +0.2% | +23.64% | 加仓 |
| 28 | FEOE | First Eagle Overseas Eq ETF | +0.2% | +205.53% | 加仓 |
| 29 | LLY | Eli Lilly & Co | +0.1% | +8.83% | 加仓 |
| 30 | LRCX | Lam Research CORP | +0.1% | — | 不变 |
| 31 | OAKM | Oakmark US Large Cap ETF | +0.1% | +676.88% | 加仓 |
| 32 | CGGO | Cap Group Global Growth | +0.1% | +25.95% | 加仓 |
| 33 | GILD | Gilead Sciences Inc | +0.1% | -1.56% | 减仓 |
| 34 | EMR | Emerson Electric Co | +0.1% | -3.33% | 减仓 |
| 35 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +31.38% | 加仓 |
| 36 | CGGR | Cap Group Growth Equity | +0.1% | +26.92% | 加仓 |
| 37 | USB | US Bancorp | +0.1% | -1.35% | 减仓 |
| 38 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.58% | 加仓 |
| 39 | CSRE | C&s Real Estate Active ETF | +0.1% | +151.23% | 加仓 |
| 40 | MTUS | Metallus Inc | +0.1% | -0.78% | 减仓 |
| 41 | ORCL | Oracle CORP | -0.1% | -8.50% | 减仓 |
| 42 | TRMB | Trimble Inc | -0.1% | -0.50% | 减仓 |
| 43 | AVAV | Aerovironment Inc | -0.4% | -0.73% | 减仓 |
| 44 | MSFT | Microsoft CORP | -1% | -1.29% | 减仓 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 清仓 |
| 46 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 47 | CGCB | Cap Group Core Bond | — | NEW | 新建仓 |
| 48 | CGMM | Cap Group Small And Mid Cap | — | NEW | 新建仓 |
| 49 | OKE | Oneok Inc | — | NEW | 新建仓 |
| 50 | SROI | Calms Antko Glb Sust Eqy ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Sittner & Nelson, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 531 个公开持股仓位。
在 Q4 2025 季度，Sittner & Nelson, LLC 按市值排列的前三大核心持股分别为：AAPL (16.5%)、MINT (3.5%)、NVDA (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 16.5% 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
CGCB
市值: US$70.1万
本季最大获利了结 / 清仓标的
BRK-B
前期市值: US$2851.8万
在 Q4 2025 季度中，Sittner & Nelson, LLC 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 29 个仓位、减仓 14 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CGCB。 本季清仓仓位包含 BRK-B。
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。