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: 0001215208
申报总市值
US$4.2亿
US$4.2亿
103 檔
39.1%
在 Q4 2025 申报期间，Somerville Kurt F（CIK: 0001215208）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$4.2亿，共持有 103 个公开申报仓位。
在 Q4 2025，Somerville Kurt F 展现出较为审慎的避险与获利了结姿态。本季共减仓 32 个仓位并完全清仓 8 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，Somerville Kurt F 的前 5 大核心持股（包含 GOOGL, NVDA, AAPL 等）合计占整体申报市值的 39.1%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.93% | +0.22% | -9.43% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.23% | -0.14% | -9.52% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.68% | -0.19% | -4.66% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.93% | -0.40% | -2.34% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.00% | -0.42% | -4.72% | |
| 6 | ADI | Analog Devices Inc | 股票-科技 | 3.90% | +0.05% | -1.95% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.77% | -0.08% | -2.17% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 3.48% | +4.02% | -12.69% | |
| 9 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.32% | -0.66% | -2.58% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.26% | -0.48% | -3.34% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.20% | -0.64% | -1.74% | |
| 12 | ADP | Automatic Data Processing | 股票-科技 | 3.05% | -0.15% | -1.91% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 2.93% | -0.36% | -2.32% | |
| 14 | ROK | Rockwell Automation Inc | 股票-工业 | 2.91% | +0.41% | -3.87% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 2.59% | -0.19% | -0.85% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.58% | -0.37% | -1.57% | |
| 17 | RTX | Rtx CORP | 股票-工业 | 2.58% | -0.57% | -5.76% | |
| 18 | XYL | Xylem Inc | 股票-工业 | 2.41% | -0.32% | -1.72% | |
| 19 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.39% | +0.06% | -0.23% | |
| 20 | ATR | Aptargroup Inc | 股票-医疗保健 | 2.23% | -0.59% | -1.94% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.05% | +0.47% | +21.72% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.79% | -0.02% | +3.02% | |
| 23 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.78% | -0.09% | -10.34% | |
| 24 | AXP | American Express Co | 股票-金融 | 1.51% | +0.11% | +34.53% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.27% | +1.63% | +66.77% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.17% | -0.04% | +2.51% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.11% | -0.08% | +49.69% | |
| 28 | UBER | Uber Technologies Inc | 股票-工业 | 1.08% | -0.11% | +33.54% | |
| 29 | FISV | Fiserv Inc | 股票-其他 | 1.05% | -0.48% | -17.39% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.49% | -2.44% | |
| 31 | CARR | Carrier Global CORP | 股票-工业 | 0.89% | -0.11% | -38.66% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 0.80% | +0.22% | +2.90% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.78% | — | -37.35% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.77% | -0.21% | -37.15% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.71% | -0.42% | EXIT | |
| 36 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 股票-其他 | 0.67% | -0.08% | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.48% | -5.61% | |
| 38 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.57% | -0.11% | -13.95% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.47% | +0.35% | +6.37% | |
| 40 | ARIMX | Amg Rr Smid Val-i | 股票-其他 | 0.45% | -0.01% | — | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | +0.01% | — | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.32% | -0.05% | -1.96% | |
| 43 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.31% | -0.07% | -1.47% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.26% | -0.03% | -17.60% | |
| 45 | CAT | Caterpillar Inc | 股票-工业 | 0.26% | +0.18% | — | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.26% | +0.02% | -3.81% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.25% | -0.08% | -4.46% | |
| 48 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.24% | — | -11.88% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | -0.04% | -18.27% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.19% | +0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -9.43% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.9% | +21.72% | 加仓 |
| 3 | AMAT | Applied Materials Inc | +0.7% | +66.77% | 加仓 |
| 4 | AMD | Advanced Micro Devices | +0.5% | -12.69% | 减仓 |
| 5 | AXP | American Express Co | +0.5% | +34.53% | 加仓 |
| 6 | SCHW | Schwab (charles) CORP | +0.4% | +49.69% | 加仓 |
| 7 | DHR | Danaher CORP | +0.4% | -2.32% | 减仓 |
| 8 | ADI | Analog Devices Inc | +0.4% | -1.95% | 减仓 |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +3.02% | 加仓 |
| 10 | JNJ | Johnson & Johnson | +0.3% | -3.34% | 减仓 |
| 11 | ROK | Rockwell Automation Inc | +0.3% | -3.87% | 减仓 |
| 12 | AAPL | Apple Inc | +0.2% | -4.66% | 减仓 |
| 13 | TJX | Tjx Companies Inc | +0.2% | -2.58% | 减仓 |
| 14 | AMZN | Amazon.com Inc | +0.2% | -2.17% | 减仓 |
| 15 | RTX | Rtx CORP | +0.1% | -5.76% | 减仓 |
| 16 | UBER | Uber Technologies Inc | +0.1% | +33.54% | 加仓 |
| 17 | NEE | Nextera Energy Inc | +0.1% | +2.51% | 加仓 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +2.90% | 加仓 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -1.96% | 减仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.81% | 减仓 |
| 21 | SBGSY | Schneider Elect Se-unsp Adr | 0% | -0.23% | 减仓 |
| 22 | CVX | Chevron CORP | 0% | -2.44% | 减仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -18.27% | 减仓 |
| 24 | ORLY | O'reilly Automotive Inc | -0.1% | -1.47% | 减仓 |
| 25 | CNI | Canadian Natl Railway Co | -0.1% | -10.34% | 减仓 |
| 26 | MA | Mastercard Inc - A | -0.1% | -4.72% | 减仓 |
| 27 | PG | Procter & Gamble Co/the | -0.2% | -1.57% | 减仓 |
| 28 | XYL | Xylem Inc | -0.2% | -1.72% | 减仓 |
| 29 | ABT | Abbott Laboratories | -0.2% | -1.74% | 减仓 |
| 30 | ATR | Aptargroup Inc | -0.2% | -1.94% | 减仓 |
| 31 | MSFT | Microsoft CORP | -0.3% | -2.34% | 减仓 |
| 32 | HD | Home Depot Inc | -0.4% | -0.85% | 减仓 |
| 33 | ADP | Automatic Data Processing | -0.4% | -1.91% | 减仓 |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | -37.35% | 减仓 |
| 35 | UNH | Unitedhealth Group Inc | -0.5% | -37.15% | 减仓 |
| 36 | NVDA | Nvidia CORP | -0.5% | -9.52% | 减仓 |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -86.47% | 减仓 |
| 38 | CARR | Carrier Global CORP | -0.7% | -38.66% | 减仓 |
| 39 | CRM | Salesforce Inc | -0.8% | -94.38% | 减仓 |
| 40 | FISV | Fiserv Inc | -1.3% | -17.39% | 减仓 |
| 41 | BDX | Becton Dickinson And Co | — | EXIT | 清仓 |
| 42 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 43 | CVS | Cvs Health CORP | — | EXIT | 清仓 |
| 44 | BALL | Ball CORP | — | EXIT | 清仓 |
| 45 | MDT | Medtronic plc | — | EXIT | 清仓 |
| 46 | TTE | TotalEnergies SE | — | NEW | 新建仓 |
| 47 | ADBE | Adobe Inc | — | EXIT | 清仓 |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |
| 49 | AJG | Arthur J Gallagher & Co | — | EXIT | 清仓 |
| 50 | VIGI | Vanguard Int Div App Indx Fd | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Somerville Kurt F 在 Q4 2025 季度的美股持仓总市值约为 US$4.2亿，共申报了 103 个公开持股仓位。
在 Q4 2025 季度，Somerville Kurt F 按市值排列的前三大核心持股分别为：GOOGL (6.9%)、NVDA (6.2%)、AAPL (5.7%)。其中最大持股仓位 GOOGL 占据整体投资组合约 6.9% 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
AVGO
市值: US$62.4万
本季最大获利了结 / 清仓标的
BDX
前期市值: US$65.2万
在 Q4 2025 季度中，Somerville Kurt F 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 8 个仓位、减仓 32 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 AVGO。 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。
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。