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: 0002026215
申报总市值
US$13.1亿
US$13.1亿
96 檔
12.4%
截至 Q3 2025 季度末，Sone Capital Management, LLC 的美股持仓估值约为 US$13.1亿，全数申报仓位共有 96 档。
Sone Capital Management, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 38 个全新仓位及加仓 38 档持股的同时，亦同步清仓 46 档并减仓 20 档标的。
在资产配置集中度方面，Sone Capital Management, LLC 的前 5 大核心持股（包含 FOX, UNP, PCTY 等）合计占整体申报市值的 12.4%，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 | FOX | Fox CORP - Class B | 股票-通信服务 | 3.29% | -0.40% | +58.79% | |
| 2 | UNP | Union Pacific CORP | 股票-工业 | 2.64% | -1.25% | — | |
| 3 | PCTY | Paylocity Holding CORP | 股票-科技 | 2.60% | +0.26% | NEW | |
| 4 | ZTS | Zoetis Inc | 股票-医疗保健 | 2.57% | -1.30% | EXIT | |
| 5 | SPGI | S&p Global Inc | 股票-金融 | 2.53% | +0.46% | — | |
| 6 | TYL | Tyler Technologies Inc | 股票-科技 | 2.40% | -0.21% | — | |
| 7 | CSGP | Costar Group Inc | 股票-房地产 | 2.36% | -0.09% | +190.05% | |
| 8 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 2.30% | +0.41% | +242.77% | |
| 9 | FDS | Factset Research Systems Inc | 股票-金融 | 2.28% | -0.08% | +176.34% | |
| 10 | CP | Canadian Pacific Kansas City | 股票-工业 | 2.16% | -0.21% | +183.50% | |
| 11 | HEI-A | Heico Corp-class A | 股票-其他 | 1.98% | +0.59% | +1.36% | |
| 12 | ICE | Intercontinental Exchange In | 股票-金融 | 1.96% | -0.20% | — | |
| 13 | LII | Lennox International Inc | 股票-工业 | 1.87% | -2.97% | — | |
| 14 | TT | Trane Technologies plc | 股票-工业 | 1.85% | -0.69% | +233.78% | |
| 15 | AMT | American Tower CORP | 股票-房地产 | 1.76% | +1.86% | +154.17% | |
| 16 | AON | Aon plc | 股票-金融 | 1.74% | -0.85% | EXIT | |
| 17 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.68% | +0.54% | +140.26% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | -0.81% | EXIT | |
| 19 | DHR | Danaher CORP | 股票-医疗保健 | 1.65% | — | +314.21% | |
| 20 | RGEN | Repligen CORP | 股票-医疗保健 | 1.55% | -0.39% | EXIT | |
| 21 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.53% | -0.90% | — | |
| 22 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.53% | -0.82% | +128.51% | |
| 23 | ATR | Aptargroup Inc | 股票-医疗保健 | 1.52% | -0.34% | +32.54% | |
| 24 | BALL | Ball CORP | 股票-周期性消费 | 1.50% | +0.95% | +761.62% | |
| 25 | MTH | Meritage Homes CORP | 股票-周期性消费 | 1.46% | -0.48% | +110.94% | |
| 26 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.44% | -2.16% | +190.64% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.40% | -0.10% | -40.67% | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.40% | +0.55% | +178.72% | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.39% | +0.69% | +8.84% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | -1.51% | EXIT | |
| 31 | KKR | Kkr & Co Inc | 股票-金融 | 1.32% | -1.03% | EXIT | |
| 32 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 1.26% | -0.88% | +124.51% | |
| 33 | IEX | Idex CORP | 股票-工业 | 1.24% | -1.40% | -60.20% | |
| 34 | CCK | Crown Holdings Inc | 股票-周期性消费 | 1.20% | — | — | |
| 35 | TRU | Transunion | 股票-金融 | 1.19% | — | +17.88% | |
| 36 | RVTY | Revvity Inc | 股票-医疗保健 | 1.14% | +0.93% | NEW | |
| 37 | FTV | Fortive CORP | 股票-科技 | 1.08% | -0.43% | -53.70% | |
| 38 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 1.05% | +1.43% | -43.17% | |
| 39 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.03% | -0.29% | EXIT | |
| 40 | ROP | Roper Technologies Inc | 股票-科技 | 1.00% | — | +1919.46% | |
| 41 | SYK | Stryker CORP | 股票-医疗保健 | 0.98% | +0.40% | +7.84% | |
| 42 | BLKB | Blackbaud Inc | 股票-其他 | 0.97% | -0.03% | +53.48% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.93% | -0.40% | +30.50% | |
| 44 | DAY | Dayforce Inc | 股票-其他 | 0.92% | — | -55.57% | |
| 45 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.89% | — | +186.21% | |
| 46 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.88% | — | — | |
| 47 | ZG | Zillow Group Inc - A | 股票-通信服务 | 0.86% | — | +318.77% | |
| 48 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.86% | -0.24% | EXIT | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | +0.90% | — | |
| 50 | WAT | Waters CORP | 股票-医疗保健 | 0.80% | +1.73% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZTS | Zoetis Inc | +2.3% | +18.07% | 加仓 |
| 2 | FOX | Fox CORP - Class B | +2% | +58.79% | 加仓 |
| 3 | AMT | American Tower CORP | +1.5% | +154.17% | 加仓 |
| 4 | TT | Trane Technologies plc | +1.3% | +233.78% | 加仓 |
| 5 | RGEN | Repligen CORP | +1.2% | +96.64% | 加仓 |
| 6 | TRU | Transunion | +1% | +17.88% | 加仓 |
| 7 | AWK | American Water Works Co Inc | +0.9% | +190.64% | 加仓 |
| 8 | RVTY | Revvity Inc | +0.9% | +388.80% | 加仓 |
| 9 | LOW | Lowe's Cos Inc | +0.8% | +8.84% | 加仓 |
| 10 | MTH | Meritage Homes CORP | +0.7% | +110.94% | 加仓 |
| 11 | ATR | Aptargroup Inc | +0.7% | +32.54% | 加仓 |
| 12 | DSGX | Descartes Systems Grp/the | +0.6% | +128.51% | 加仓 |
| 13 | BLKB | Blackbaud Inc | +0.6% | +53.48% | 加仓 |
| 14 | HEI-A | Heico Corp-class A | +0.6% | +1.36% | 加仓 |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | +0.6% | +178.72% | 加仓 |
| 16 | HUBS | Hubspot Inc | +0.5% | -61.88% | 加仓 |
| 17 | WM | Waste Management Inc | +0.5% | +69.08% | 加仓 |
| 18 | APH | Amphenol Corp-cl A | +0.5% | +30.50% | 加仓 |
| 19 | V | Visa Inc-class A Shares | +0.5% | +68.32% | 加仓 |
| 20 | CCI | Crown Castle Inc | +0.4% | +3.61% | 加仓 |
| 21 | LIN | Linde plc | +0.4% | -23.80% | 加仓 |
| 22 | POOL | Pool CORP | +0.4% | -37.62% | 加仓 |
| 23 | CL | Colgate-palmolive Co | +0.3% | — | 加仓 |
| 24 | APPF | Appfolio Inc - A | +0.3% | — | 加仓 |
| 25 | VLTO | Veralto CORP | +0.2% | -2.92% | 加仓 |
| 26 | TYL | Tyler Technologies Inc | +0.2% | — | 加仓 |
| 27 | PCTY | Paylocity Holding CORP | +0.2% | +59.59% | 加仓 |
| 28 | ACGL | Arch Capital Group Ltd. | +0.2% | +68.45% | 加仓 |
| 29 | FTV | Fortive CORP | +0.2% | -53.70% | 加仓 |
| 30 | ZG | Zillow Group Inc - A | +0.1% | +318.77% | 加仓 |
| 31 | DHR | Danaher CORP | +0.1% | +314.21% | 加仓 |
| 32 | DAY | Dayforce Inc | +0.1% | -55.57% | 加仓 |
| 33 | EQIX | Equinix Inc | 0% | -63.08% | 加仓 |
| 34 | KKR | Kkr & Co Inc | -0.1% | +599.27% | 加仓 |
| 35 | NY4B | Clearway Energy Inc-a | -0.1% | +1.35% | 加仓 |
| 36 | FDS | Factset Research Systems Inc | -0.2% | +176.34% | 加仓 |
| 37 | RNR | RenaissanceRe Holdings Ltd. | -0.2% | -46.69% | 减仓 |
| 38 | ADSK | Autodesk Inc | -0.2% | -81.60% | 减仓 |
| 39 | AMZN | Amazon.com Inc | -0.2% | -40.67% | 减仓 |
| 40 | BX | Blackstone Inc | -0.4% | -49.18% | 减仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.4% | -10.68% | 减仓 |
| 42 | SYK | Stryker CORP | -0.4% | +7.84% | 减仓 |
| 43 | MORN | Morningstar Inc | -0.4% | +169.43% | 加仓 |
| 44 | MSFT | Microsoft CORP | -0.4% | — | 减仓 |
| 45 | ADP | Automatic Data Processing | -0.5% | — | 减仓 |
| 46 | MKTX | Marketaxess Holdings Inc | -0.5% | +124.51% | 加仓 |
| 47 | IDXX | Idexx Laboratories Inc | -0.7% | — | 减仓 |
| 48 | LII | Lennox International Inc | -0.8% | — | 减仓 |
| 49 | ALLE | Allegion plc | -0.8% | -33.47% | 减仓 |
| 50 | INTU | Intuit Inc | -0.8% | -20.48% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Sone Capital Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$13.1亿，共申报了 96 个公开持股仓位。
在 Q3 2025 季度，Sone Capital Management, LLC 按市值排列的前三大核心持股分别为：FOX (3.3%)、UNP (2.6%)、PCTY (2.6%)。其中最大持股仓位 FOX 占据整体投资组合约 3.3% 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
UNP
市值: US$3149.2万
本季最大获利了结 / 清仓标的
IT
前期市值: US$2777.0万
在 Q3 2025 季度中，Sone Capital Management, LLC 共进行了 142 项持仓异动，包含新建仓 38 个仓位、加仓 38 个仓位、减仓 20 个仓位以及清仓 46 个仓位。 其中最大新建仓标的为 UNP。 本季清仓仓位包含 IT。
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。