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: 0001533504
申报总市值
US$6.1亿
US$6.1亿
182 檔
31.6%
截至 Q4 2025 季度末，Sompo Asset Management Co., Ltd. 的美股持仓估值约为 US$6.1亿，全数申报仓位共有 182 档。
在 Q4 2025，Sompo Asset Management Co., Ltd. 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 5 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，Sompo Asset Management Co., Ltd. 的前 5 大核心持股（包含 VOO, IEMG, IEF 等）合计占整体申报市值的 31.6%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.70% | +0.52% | -1.34% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 7.61% | -0.29% | -0.21% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 6.95% | -0.16% | +6.80% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.10% | +0.10% | -8.59% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.65% | +0.13% | -4.93% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | -0.31% | -5.02% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.21% | +0.50% | -5.31% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.12% | +0.04% | -4.86% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.77% | -0.01% | -11.80% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.05% | -5.40% | |
| 11 | ADBE | Adobe Inc | 股票-科技 | 1.42% | -0.19% | -3.48% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.41% | -0.16% | -8.38% | |
| 13 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.40% | -0.20% | -11.16% | |
| 14 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.37% | +0.33% | -3.59% | |
| 15 | ROK | Rockwell Automation Inc | 股票-工业 | 1.32% | +0.20% | -15.85% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 1.31% | -0.14% | -3.25% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | -0.44% | -4.38% | |
| 18 | MDT | Medtronic plc | 股票-医疗保健 | 1.28% | -0.26% | -4.06% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.25% | -0.08% | -6.87% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.24% | +0.15% | -7.14% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.16% | +0.68% | -29.51% | |
| 22 | C | Citigroup Inc | 股票-金融 | 1.16% | -0.13% | -7.54% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.11% | +0.31% | -2.26% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.10% | -0.13% | -3.27% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 1.09% | +0.52% | +8.04% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 1.00% | +0.20% | +0.48% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | -0.01% | +3.56% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.92% | -0.01% | +14.13% | |
| 29 | SWK | Stanley Black & Decker Inc | 股票-工业 | 0.83% | +0.14% | +1.58% | |
| 30 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.82% | -0.24% | +16.27% | |
| 31 | SYY | Sysco CORP | 股票-非周期性消费 | 0.82% | +0.07% | -4.21% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.79% | +0.09% | -3.30% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 0.77% | +0.23% | +54.13% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.76% | +0.59% | +2.86% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.75% | — | -5.13% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.74% | -0.11% | -6.38% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.72% | -0.23% | -4.26% | |
| 38 | AMCR | Amcor plc | 股票-周期性消费 | 0.71% | — | +3.43% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.63% | -0.16% | -10.38% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | +0.10% | -4.26% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.61% | -0.04% | -5.39% | |
| 42 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.58% | -0.18% | -2.42% | |
| 43 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.55% | +0.01% | -0.12% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.54% | +0.57% | -7.78% | |
| 45 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.51% | -0.12% | -6.02% | |
| 46 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.51% | +0.05% | +55.41% | |
| 47 | COP | Conocophillips | 股票-能源 | 0.44% | -0.22% | -5.47% | |
| 48 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.43% | -0.10% | -9.30% | |
| 49 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.40% | -0.34% | +1.41% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.37% | -0.12% | -4.01% |
| # | 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 | +0.8% | -8.59% | 减仓 |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +6.80% | 加仓 |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +14.13% | 加仓 |
| 4 | TXN | Texas Instruments Inc | +0.2% | +54.13% | 加仓 |
| 5 | EL | Estee Lauder Companies-cl A | +0.2% | +55.41% | 加仓 |
| 6 | AMAT | Applied Materials Inc | +0.2% | +2.86% | 加仓 |
| 7 | LLY | Eli Lilly & Co | +0.2% | -4.26% | 减仓 |
| 8 | CPRT | Copart Inc | +0.2% | +260.51% | 加仓 |
| 9 | BIIB | Biogen Inc | +0.2% | +133.83% | 加仓 |
| 10 | BDX | Becton Dickinson And Co | +0.1% | +213.73% | 加仓 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | +81.13% | 加仓 |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | -0.21% | 减仓 |
| 13 | QCOM | Qualcomm Inc | +0.1% | +8.04% | 加仓 |
| 14 | UPS | United Parcel Service-cl B | +0.1% | -3.30% | 减仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -2.26% | 减仓 |
| 16 | CRM | Salesforce Inc | +0.1% | -3.25% | 减仓 |
| 17 | BAC | Bank Of America CORP | +0.1% | +3.56% | 加仓 |
| 18 | VGK | Vanguard Ftse Europe ETF | +0.1% | +86.76% | 加仓 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -4.38% | 减仓 |
| 20 | C | Citigroup Inc | +0.1% | -7.54% | 减仓 |
| 21 | AKAM | Akamai Technologies Inc | +0.1% | -2.42% | 减仓 |
| 22 | CAG | Conagra Brands Inc | +0.1% | +33.59% | 加仓 |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | -1.34% | 减仓 |
| 24 | T | At&t Inc | -0.1% | -32.84% | 减仓 |
| 25 | MA | Mastercard Inc - A | -0.1% | -43.04% | 减仓 |
| 26 | ADBE | Adobe Inc | -0.1% | -3.48% | 减仓 |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | -5.40% | 减仓 |
| 28 | MRSH | Marsh & Mclennan Cos | -0.1% | -21.72% | 减仓 |
| 29 | SHW | Sherwin-williams Co/the | -0.1% | -17.15% | 减仓 |
| 30 | STT | State Street CORP | -0.1% | -50.81% | 减仓 |
| 31 | AON | Aon plc | -0.1% | -26.95% | 减仓 |
| 32 | ABT | Abbott Laboratories | -0.1% | -23.72% | 减仓 |
| 33 | NFLX | Netflix Inc | -0.1% | +851.33% | 加仓 |
| 34 | VZ | Verizon Communications Inc | -0.1% | -6.02% | 减仓 |
| 35 | ROK | Rockwell Automation Inc | -0.1% | -15.85% | 减仓 |
| 36 | ORCL | Oracle CORP | -0.1% | — | 不变 |
| 37 | SYY | Sysco CORP | -0.1% | -4.21% | 减仓 |
| 38 | HD | Home Depot Inc | -0.2% | -5.39% | 减仓 |
| 39 | AMZN | Amazon.com Inc | -0.2% | -11.80% | 减仓 |
| 40 | NVDA | Nvidia CORP | -0.3% | -4.93% | 减仓 |
| 41 | META | Meta Platforms Inc-class A | -0.3% | -8.38% | 减仓 |
| 42 | INTC | Intel CORP | -0.3% | -29.51% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.6% | -5.02% | 减仓 |
| 44 | EG | Everest Group, Ltd. | — | NEW | 新建仓 |
| 45 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 46 | FIS | Fidelity National Info Serv | — | EXIT | 清仓 |
| 47 | PEP | Pepsico Inc | — | NEW | 新建仓 |
| 48 | MIAX | Miami International Holdings | — | EXIT | 清仓 |
| 49 | PYPL | Paypal Holdings Inc | — | EXIT | 清仓 |
| 50 | PPG | Ppg Industries Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sompo Asset Management Co., Ltd. 在 Q4 2025 季度的美股持仓总市值约为 US$6.1亿，共申报了 182 个公开持股仓位。
在 Q4 2025 季度，Sompo Asset Management Co., Ltd. 按市值排列的前三大核心持股分别为：VOO (8.7%)、IEMG (7.6%)、IEF (7.0%)。其中最大持股仓位 VOO 占据整体投资组合约 8.7% 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
EG
市值: US$107.8万
本季最大获利了结 / 清仓标的
FISV
前期市值: US$70.5万
在 Q4 2025 季度中，Sompo Asset Management Co., Ltd. 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 14 个仓位、减仓 28 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 EG。 本季清仓仓位包含 FISV。
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。