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: 0001781882
申报总市值
US$2.2亿
US$2.2亿
33 檔
26.4%
在 Q3 2025 的 13F 官方备案中，Socorro Asset Management LP 管理的美股投资组合规模来到 US$2.2亿，整体持股档数为 33 档。
在 Q3 2025，Socorro Asset Management LP 展现出较为审慎的避险与获利了结姿态。本季共减仓 18 个仓位并完全清仓 4 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，Socorro Asset Management LP 的前 5 大核心持股（包含 SRE, NEE 7.299 06-01-27, PFE 等）合计占整体申报市值的 26.4%，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 | SRE | Sempra | 股票-公用事业 | 5.03% | -1.07% | -6.79% | |
| 2 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 债券 | 4.29% | -0.27% | -2.45% | |
| 3 | PFE | Pfizer Inc | 股票-医疗保健 | 4.05% | -0.59% | -2.93% | |
| 4 | AMT | American Tower CORP | 股票-房地产 | 3.93% | -0.22% | +19.82% | |
| 5 | MS | Morgan Stanley | 股票-金融 | 3.87% | -0.27% | -28.71% | |
| 6 | TXN | Texas Instruments Inc | 股票-科技 | 3.82% | -0.64% | -13.58% | |
| 7 | PNC | Pnc Financial Services Group | 股票-金融 | 3.77% | +0.45% | -2.60% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.67% | -0.98% | -2.05% | |
| 9 | PLD | Prologis Inc | 股票-房地产 | 3.64% | -0.05% | -2.60% | |
| 10 | MLM | Martin Marietta Materials | 股票-原材料 | 3.45% | -0.18% | -15.72% | |
| 11 | CPT | Camden Property Trust | 股票-房地产 | 3.37% | +0.39% | +5.80% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 3.35% | +0.41% | -9.19% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.32% | +0.18% | -1.49% | |
| 14 | EXE | Expand Energy CORP | 股票-能源 | 3.22% | -0.46% | +27.21% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.21% | +0.23% | -32.87% | |
| 16 | UNP | Union Pacific CORP | 股票-工业 | 3.09% | — | -2.34% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 3.07% | +0.11% | -2.60% | |
| 18 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | 债券 | 3.00% | — | -14.29% | |
| 19 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.94% | -0.11% | -2.54% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.93% | -0.16% | -20.34% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 2.91% | +0.35% | -14.82% | |
| 22 | ALC | Alcon Inc. | 股票-医疗保健 | 2.86% | -0.33% | +34.78% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 2.85% | +0.25% | -7.41% | |
| 24 | LRCX | Lam Research CORP | 股票-科技 | 2.57% | +1.25% | -26.30% | |
| 25 | TFC | Truist Financial CORP | 股票-金融 | 2.46% | -2.17% | EXIT | |
| 26 | SLB | Slb LTD | 股票-能源 | 2.46% | -0.98% | -2.99% | |
| 27 | FERG | Ferguson Enterprises Inc | 股票-工业 | 2.43% | -0.33% | -41.51% | |
| 28 | CTRA | Coterra Energy Inc | 股票-能源 | 2.36% | — | -36.95% | |
| 29 | OKE | Oneok Inc | 股票-能源 | 2.22% | -0.15% | -1.97% | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 1.97% | +0.17% | — | |
| 31 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.97% | -0.14% | — | |
| 32 | ARE | Alexandria Real Estate Equit | 股票-房地产 | 1.87% | — | +148.07% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.08% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EXE | Expand Energy CORP | +1.8% | +27.21% | 加仓 |
| 2 | SRE | Sempra | +1.5% | -6.79% | 加仓 |
| 3 | ARE | Alexandria Real Estate Equit | +1.1% | +148.07% | 加仓 |
| 4 | AAPL | Apple Inc | +0.9% | -7.41% | 加仓 |
| 5 | PNC | Pnc Financial Services Group | +0.7% | -2.60% | 加仓 |
| 6 | MLM | Martin Marietta Materials | +0.5% | -15.72% | 减仓 |
| 7 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | +0.5% | -14.29% | 减仓 |
| 8 | ALC | Alcon Inc. | +0.3% | +34.78% | 加仓 |
| 9 | DIS | Walt Disney Co/the | +0.3% | -1.49% | 减仓 |
| 10 | PFE | Pfizer Inc | +0.3% | -2.93% | 加仓 |
| 11 | CPT | Camden Property Trust | +0.3% | +5.80% | 加仓 |
| 12 | HD | Home Depot Inc | +0.3% | -9.19% | 减仓 |
| 13 | UNP | Union Pacific CORP | +0.3% | -2.34% | 加仓 |
| 14 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | +0.3% | -2.45% | 减仓 |
| 15 | PLD | Prologis Inc | +0.2% | -2.60% | 减仓 |
| 16 | LRCX | Lam Research CORP | +0.2% | -26.30% | 减仓 |
| 17 | MSFT | Microsoft CORP | +0.2% | -2.60% | 减仓 |
| 18 | APD | Air Products & Chemicals Inc | -0.1% | -2.54% | 加仓 |
| 19 | BAC | Bank Of America CORP | -0.2% | -14.82% | 减仓 |
| 20 | MS | Morgan Stanley | -0.2% | -28.71% | 减仓 |
| 21 | TXN | Texas Instruments Inc | -0.2% | -13.58% | 减仓 |
| 22 | JPM | Jpmorgan Chase & Co | -0.2% | -32.87% | 减仓 |
| 23 | TFC | Truist Financial CORP | -0.2% | -13.78% | 减仓 |
| 24 | FERG | Ferguson Enterprises Inc | -0.3% | -41.51% | 减仓 |
| 25 | SLB | Slb LTD | -0.4% | -2.99% | 加仓 |
| 26 | KO | Coca-cola Co/the | -0.5% | -2.05% | 减仓 |
| 27 | JNJ | Johnson & Johnson | -0.6% | -20.34% | 减仓 |
| 28 | AMT | American Tower CORP | -0.6% | +19.82% | 减仓 |
| 29 | CTRA | Coterra Energy Inc | -1.9% | -36.95% | 减仓 |
| 30 | BDX | Becton Dickinson And Co | — | EXIT | 清仓 |
| 31 | VLO | Valero Energy CORP | — | EXIT | 清仓 |
| 32 | TECK | Teck Resources Ltd-cls B | — | EXIT | 清仓 |
| 33 | OKE | Oneok Inc | — | NEW | 新建仓 |
| 34 | DHR | Danaher CORP | — | NEW | 新建仓 |
| 35 | XEL | Xcel Energy Inc | — | NEW | 新建仓 |
| 36 | TGT | Target CORP | — | EXIT | 清仓 |
| 37 | NEE | Nextera Energy Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Socorro Asset Management LP 在 Q3 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 33 个公开持股仓位。
在 Q3 2025 季度，Socorro Asset Management LP 按市值排列的前三大核心持股分别为：SRE (5.0%)、NEE 7.299 06-01-27 (4.3%)、PFE (4.0%)。其中最大持股仓位 SRE 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
OKE
市值: US$616.9万
本季最大获利了结 / 清仓标的
BDX
前期市值: US$1154.4万
在 Q3 2025 季度中，Socorro Asset Management LP 共进行了 37 项持仓异动，包含新建仓 4 个仓位、加仓 11 个仓位、减仓 18 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 OKE。 本季清仓仓位包含 BDX。
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。
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