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: 0001597099
申报总市值
US$3.5亿
US$3.5亿
180 檔
16.5%
在 Q4 2025 申报期间，Somerset Trust Co（CIK: 0001597099）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.5亿，共持有 180 个公开申报仓位。
在 Q4 2025，Somerset Trust Co 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 24 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Somerset Trust Co 的前 5 大核心持股（包含 MSFT, AAPL, JPM 等）合计占整体申报市值的 16.5%，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 | MSFT | Microsoft CORP | 股票-科技 | 4.91% | -0.09% | -0.44% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.47% | +0.20% | -2.03% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.31% | +0.08% | -1.94% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 2.61% | -0.42% | -0.33% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 2.57% | +1.08% | -0.56% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.50% | -0.11% | +1.56% | |
| 7 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.27% | -0.30% | +0.96% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.26% | -0.33% | +1.37% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 2.26% | +0.32% | +0.32% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 2.22% | -0.20% | +1.08% | |
| 11 | AMGN | Amgen Inc | 股票-医疗保健 | 2.09% | -0.09% | +1.36% | |
| 12 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.91% | +0.06% | -0.73% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.86% | +0.22% | +0.50% | |
| 14 | AFL | Aflac Inc | 股票-金融 | 1.83% | -0.03% | +0.26% | |
| 15 | LHX | L3harris Technologies Inc | 股票-工业 | 1.80% | -0.47% | +1.42% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.73% | -0.35% | +1.23% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.71% | -0.25% | +1.70% | |
| 18 | NSC | Norfolk Southern CORP | 股票-工业 | 1.56% | +0.03% | +1.32% | |
| 19 | ITW | Illinois Tool Works | 股票-工业 | 1.55% | -0.06% | +1.69% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.54% | +0.04% | +1.41% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.54% | -0.11% | +0.82% | |
| 22 | GD | General Dynamics CORP | 股票-工业 | 1.53% | -0.04% | +0.48% | |
| 23 | LIN | Linde plc | 股票-原材料 | 1.48% | -0.06% | +0.55% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.47% | -0.22% | -3.14% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 1.46% | -0.22% | +0.58% | |
| 26 | CB | Chubb Limited | 股票-金融 | 1.38% | -0.06% | +0.72% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.26% | -0.07% | -2.37% | |
| 28 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.18% | -0.08% | +1.64% | |
| 29 | PAYX | Paychex Inc | 股票-科技 | 1.15% | -0.01% | +1.61% | |
| 30 | ACN | Accenture plc | 股票-科技 | 1.11% | -0.36% | +1.29% | |
| 31 | EMR | Emerson Electric Co | 股票-工业 | 1.11% | +0.01% | +1.09% | |
| 32 | CEG | Constellation Energy | 股票-公用事业 | 1.08% | -0.15% | +1.27% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | +0.14% | -1.31% | |
| 34 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.01% | -0.09% | +2.07% | |
| 35 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.00% | -0.07% | +1.50% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | -0.05% | +2.45% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.97% | -0.20% | +3.00% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.90% | +0.16% | +1.19% | |
| 39 | ES | Eversource Energy | 股票-公用事业 | 0.86% | -0.03% | +1.59% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.86% | -0.01% | +0.37% | |
| 41 | PSX | Phillips 66 | 股票-能源 | 0.83% | -0.17% | +1.44% | |
| 42 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.81% | -0.09% | +0.37% | |
| 43 | FDS | Factset Research Systems Inc | 股票-金融 | 0.80% | -0.60% | EXIT | |
| 44 | COF | Capital One Financial CORP | 股票-金融 | 0.78% | +0.01% | -3.15% | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.78% | +1.18% | -1.08% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.26% | +1.40% | |
| 47 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.67% | — | +2.30% | |
| 48 | DY | Dycom Industries Inc | 股票-工业 | 0.66% | +0.25% | -0.45% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.63% | +0.18% | -0.28% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.58% | -0.12% | +1.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.3% | -1.08% | 减仓 |
| 2 | AMGN | Amgen Inc | +0.3% | +1.36% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.3% | +1.56% | 加仓 |
| 4 | CSCO | Cisco Systems Inc | +0.3% | -0.56% | 减仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.31% | 减仓 |
| 6 | ADI | Analog Devices Inc | +0.2% | +0.32% | 加仓 |
| 7 | RTX | Rtx CORP | +0.2% | +1.08% | 加仓 |
| 8 | AAPL | Apple Inc | +0.2% | -2.03% | 减仓 |
| 9 | WMT | Walmart Inc | +0.2% | -0.33% | 减仓 |
| 10 | NEE | Nextera Energy Inc | +0.1% | +1.37% | 加仓 |
| 11 | CB | Chubb Limited | +0.1% | +0.72% | 加仓 |
| 12 | ROST | Ross Stores Inc | +0.1% | +0.37% | 加仓 |
| 13 | MS | Morgan Stanley | +0.1% | +1.19% | 加仓 |
| 14 | ACN | Accenture plc | +0.1% | +1.29% | 加仓 |
| 15 | AVGO | Broadcom Inc | +0.1% | +0.50% | 加仓 |
| 16 | DY | Dycom Industries Inc | +0.1% | -0.45% | 减仓 |
| 17 | CEG | Constellation Energy | +0.1% | +1.27% | 加仓 |
| 18 | COF | Capital One Financial CORP | +0.1% | -3.15% | 减仓 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +4.46% | 加仓 |
| 20 | C | Citigroup Inc | +0.1% | +0.52% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.1% | — | 不变 |
| 22 | BABA | Alibaba Group Holding-sp Adr | -0.1% | — | 不变 |
| 23 | ITW | Illinois Tool Works | -0.1% | +1.69% | 加仓 |
| 24 | APD | Air Products & Chemicals Inc | -0.1% | +1.50% | 加仓 |
| 25 | CLX | Clorox Company | -0.1% | +5.12% | 加仓 |
| 26 | LOW | Lowe's Cos Inc | -0.1% | +0.96% | 加仓 |
| 27 | ACM | Aecom | -0.1% | -23.68% | 减仓 |
| 28 | WEC | Wec Energy Group Inc | -0.1% | +1.64% | 加仓 |
| 29 | FDN | First Trust Dj Internet Ind | -0.1% | -0.73% | 减仓 |
| 30 | ABT | Abbott Laboratories | -0.1% | +1.70% | 加仓 |
| 31 | TSLA | Tesla Inc | -0.1% | -17.03% | 减仓 |
| 32 | BLK | Blackrock Inc | -0.1% | +0.82% | 加仓 |
| 33 | PAYX | Paychex Inc | -0.1% | +1.61% | 加仓 |
| 34 | HD | Home Depot Inc | -0.2% | +0.37% | 加仓 |
| 35 | LIN | Linde plc | -0.2% | +0.55% | 加仓 |
| 36 | COST | Costco Wholesale CORP | -0.2% | -3.14% | 减仓 |
| 37 | META | Meta Platforms Inc-class A | -0.2% | -2.37% | 减仓 |
| 38 | ADP | Automatic Data Processing | -0.2% | +1.41% | 加仓 |
| 39 | MSFT | Microsoft CORP | -0.4% | -0.44% | 减仓 |
| 40 | LRN | Stride Inc | — | EXIT | 清仓 |
| 41 | ✓ | Csg Systems International In | — | EXIT | 清仓 |
| 42 | GGG | Graco Inc | — | EXIT | 清仓 |
| 43 | CPAY | Corpay Inc | — | NEW | 新建仓 |
| 44 | DPZ | Domino's Pizza Inc | — | NEW | 新建仓 |
| 45 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 46 | BJRI | Bj's Restaurants Inc | — | NEW | 新建仓 |
| 47 | CSX | Csx CORP | — | EXIT | 清仓 |
| 48 | WSO | Watsco Inc | — | NEW | 新建仓 |
| 49 | UPS | United Parcel Service-cl B | — | NEW | 新建仓 |
| 50 | VHT | Vanguard Health Care ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Somerset Trust Co 在 Q4 2025 季度的美股持仓总市值约为 US$3.5亿，共申报了 180 个公开持股仓位。
在 Q4 2025 季度，Somerset Trust Co 按市值排列的前三大核心持股分别为：MSFT (4.9%)、AAPL (4.5%)、JPM (3.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.9% 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
CPAY
市值: US$27.6万
本季最大获利了结 / 清仓标的
LRN
前期市值: US$42.1万
在 Q4 2025 季度中，Somerset Trust Co 共进行了 48 项持仓异动，包含新建仓 6 个仓位、加仓 24 个仓位、减仓 13 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 CPAY。 本季清仓仓位包含 LRN。
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。