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: 0001911735
申报总市值
US$3.9亿
US$3.9亿
125 檔
28.1%
在 Q4 2025 的 13F 官方备案中，SS&H Financial Advisors, Inc. 管理的美股投资组合规模来到 US$3.9亿，整体持股档数为 125 档。
SS&H Financial Advisors, Inc. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 17 档持股的同时，亦同步清仓 2 档并减仓 16 档标的。
在资产配置集中度方面，SS&H Financial Advisors, Inc. 的前 5 大核心持股（包含 JPM, NVDA, MSFT 等）合计占整体申报市值的 28.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
RH
市值: US$35.8万
本季最大获利了结 / 清仓标的
GLTR
前期市值: US$33.1万
| # | 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 9.90% | -1.13% | -0.24% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.25% | -0.41% | -2.98% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.88% | -1.62% | -1.71% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.80% | -0.48% | -0.25% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.24% | -0.16% | -0.41% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.77% | +0.14% | +7.25% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.71% | -0.74% | +10.58% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.62% | -0.24% | -0.85% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.53% | -0.03% | — | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 2.15% | -0.03% | +0.38% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.01% | +0.21% | +22.98% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.92% | -1.92% | EXIT | |
| 13 | SPGI | S&p Global Inc | 股票-金融 | 1.81% | -0.57% | — | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 1.72% | +0.04% | +17.64% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 1.72% | +4.17% | -0.72% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.62% | -0.39% | — | |
| 17 | GLW | Corning Inc | 股票-科技 | 1.60% | +2.33% | -0.79% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.50% | +0.45% | -1.00% | |
| 19 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.42% | -0.10% | — | |
| 20 | GE | General Electric | 股票-工业 | 1.34% | +0.09% | — | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 1.25% | +1.33% | -2.53% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.09% | -0.02% | +24.06% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.09% | -0.06% | +0.41% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 1.06% | +0.04% | — | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.05% | -0.20% | -0.58% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +0.03% | -1.17% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.00% | -0.38% | — | |
| 28 | T | At&t Inc | 股票-通信服务 | 0.98% | -0.33% | +0.37% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | -0.15% | — | |
| 30 | PFE | Pfizer Inc | 股票-医疗保健 | 0.82% | +0.13% | +33.03% | |
| 31 | MCK | Mckesson CORP | 股票-医疗保健 | 0.81% | -0.15% | — | |
| 32 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.81% | +0.02% | — | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.81% | +0.01% | — | |
| 34 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.81% | -0.23% | — | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.79% | -0.04% | — | |
| 36 | CAT | Caterpillar Inc | 股票-工业 | 0.76% | +0.46% | +28.37% | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.73% | -0.07% | — | |
| 38 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.71% | -0.07% | -4.83% | |
| 39 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.70% | +0.22% | — | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.70% | -0.32% | -0.56% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | -0.02% | — | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.62% | -0.04% | +15.74% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.61% | -0.01% | — | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.58% | +0.03% | +1.17% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | — | -2.33% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.56% | -0.05% | — | |
| 47 | DE | Deere & Co | 股票-工业 | 0.54% | +0.11% | — | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.54% | -0.04% | — | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.53% | -0.11% | -4.68% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.53% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +0.7% | +22.98% | 加仓 |
| 2 | MU | Micron Technology Inc | +0.7% | -0.72% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | — | 不变 |
| 4 | AMGN | Amgen Inc | +0.4% | +17.64% | 加仓 |
| 5 | BMY | Bristol-myers Squibb Co | +0.3% | +24.06% | 加仓 |
| 6 | AMD | Advanced Micro Devices | +0.3% | +112.68% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.3% | +28.37% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +7.25% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.2% | -2.53% | 减仓 |
| 10 | LLY | Eli Lilly & Co | +0.2% | — | 不变 |
| 11 | PFE | Pfizer Inc | +0.2% | +33.03% | 加仓 |
| 12 | AAPL | Apple Inc | +0.1% | -0.25% | 减仓 |
| 13 | CRWV | Coreweave Inc-cl A | +0.1% | +352.50% | 加仓 |
| 14 | GLD | Spdr Gold Shares | +0.1% | — | 不变 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -1.00% | 减仓 |
| 16 | HII | Huntington Ingalls Industrie | +0.1% | — | 不变 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.33% | 减仓 |
| 18 | PFF | Ishares Preferred & Income S | +0.1% | +34.89% | 加仓 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +1.87% | 加仓 |
| 20 | BA | Boeing Co/the | +0.1% | +15.74% | 加仓 |
| 21 | SLV | Ishares Silver Trust | +0.1% | — | 不变 |
| 22 | SPGI | S&p Global Inc | +0.1% | — | 不变 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -1.17% | 减仓 |
| 24 | SLB | Slb LTD | 0% | +1.17% | 加仓 |
| 25 | MAR | Marriott International -cl A | 0% | — | 不变 |
| 26 | CMA | Comerica Inc | 0% | — | 不变 |
| 27 | GLW | Corning Inc | 0% | -0.79% | 减仓 |
| 28 | BAC | Bank Of America CORP | 0% | +0.41% | 加仓 |
| 29 | ACN | Accenture plc | 0% | -0.56% | 减仓 |
| 30 | MDT | Medtronic plc | 0% | +9.16% | 加仓 |
| 31 | IBM | Intl Business Machines CORP | 0% | +0.38% | 加仓 |
| 32 | MCK | Mckesson CORP | 0% | — | 不变 |
| 33 | ZTS | Zoetis Inc | -0.1% | -19.86% | 减仓 |
| 34 | COST | Costco Wholesale CORP | -0.1% | — | 不变 |
| 35 | ABT | Abbott Laboratories | -0.1% | — | 不变 |
| 36 | TSCO | Tractor Supply Company | -0.1% | — | 不变 |
| 37 | VZ | Verizon Communications Inc | -0.1% | -4.83% | 减仓 |
| 38 | NKE | Nike Inc -cl B | -0.1% | -58.72% | 减仓 |
| 39 | SHW | Sherwin-williams Co/the | -0.2% | — | 不变 |
| 40 | T | At&t Inc | -0.2% | +0.37% | 加仓 |
| 41 | ABBV | Abbvie Inc | -0.2% | -0.41% | 减仓 |
| 42 | JPM | Jpmorgan Chase & Co | -0.2% | -0.24% | 减仓 |
| 43 | PG | Procter & Gamble Co/the | -0.3% | -0.85% | 减仓 |
| 44 | NVDA | Nvidia CORP | -0.5% | -2.98% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.8% | -1.71% | 减仓 |
| 46 | ORCL | Oracle CORP | -1% | +10.58% | 加仓 |
| 47 | RH | Rh | — | NEW | 新建仓 |
| 48 | GLTR | Abrdn Precious Metals Basket | — | EXIT | 清仓 |
| 49 | GEV | GE Vernova Inc | — | EXIT | 清仓 |
| 50 | DOV | Dover CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，SS&H Financial Advisors, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$3.9亿，共申报了 125 个公开持股仓位。
在 Q4 2025 季度，SS&H Financial Advisors, Inc. 按市值排列的前三大核心持股分别为：JPM (9.9%)、NVDA (7.3%)、MSFT (5.9%)。其中最大持股仓位 JPM 占据整体投资组合约 9.9% 的权重。
在 Q4 2025 季度中，SS&H Financial Advisors, Inc. 共进行了 37 项持仓异动，包含新建仓 2 个仓位、加仓 17 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 RH。 本季清仓仓位包含 GLTR。
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。
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。
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。