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: 0001705399
申报总市值
US$6.5亿
US$6.5亿
138 檔
17.9%
在 Q2 2025 申报期间，Stamos Capital Partners, L.P.（CIK: 0001705399）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$6.5亿，共持有 138 个公开申报仓位。
在 Q2 2025，Stamos Capital Partners, L.P. 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 124 个既有持股进行加仓（合计增持 126 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Stamos Capital Partners, L.P. 的前 5 大核心持股（包含 AGG, MRK, XOM 等）合计占整体申报市值的 17.9%，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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.62% | -11.09% | -26.43% | |
| 2 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.22% | +0.34% | +98.63% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.17% | +0.39% | +134.81% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 3.16% | +0.02% | +374.98% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.80% | +0.46% | +119.78% | |
| 6 | BP | Bp Plc-spons Adr | 股票-能源 | 2.57% | +0.31% | +94.89% | |
| 7 | SHEL | Shell Plc-adr | 股票-能源 | 2.43% | +0.39% | +69.29% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.37% | +0.08% | +93.31% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.98% | -0.12% | +82.59% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.78% | +0.09% | +58.73% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | +0.15% | +42.92% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.63% | +0.16% | +26.58% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.59% | +0.09% | +65.66% | |
| 14 | PFE | Pfizer Inc | 股票-医疗保健 | 1.52% | -0.10% | +31.90% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.47% | +0.20% | +60.23% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.35% | +0.08% | +46.84% | |
| 17 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 1.30% | +0.73% | +93.36% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.29% | +0.05% | +27.64% | |
| 19 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 1.28% | +0.07% | +27.94% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.26% | -0.02% | +137.12% | |
| 21 | F | Ford Motor Co | 股票-周期性消费 | 1.16% | -0.10% | +25.66% | |
| 22 | BA | Boeing Co/the | 股票-工业 | 1.16% | +0.05% | +46.72% | |
| 23 | T | At&t Inc | 股票-通信服务 | 1.11% | — | +41.37% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 1.09% | +0.11% | +21.91% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.04% | +0.25% | +12.84% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.04% | +0.34% | +158.46% | |
| 27 | BN | Brookfield CORP | 股票-金融 | 1.02% | +0.08% | +60.22% | |
| 28 | MDT | Medtronic plc | 股票-医疗保健 | 0.95% | +0.18% | +29.70% | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.93% | +0.12% | +21.00% | |
| 30 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.88% | +0.09% | +61.78% | |
| 31 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.87% | +0.08% | +69.91% | |
| 32 | TOL | Toll Brothers Inc | 股票-周期性消费 | 0.87% | +0.10% | +51.15% | |
| 33 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.85% | -0.04% | +29.31% | |
| 34 | BX | Blackstone Inc | 股票-金融 | 0.85% | +0.10% | +59.26% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.85% | -0.13% | -10.45% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | -0.01% | +13.77% | |
| 37 | SLB | Slb LTD | 股票-能源 | 0.81% | +0.08% | +121.37% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.78% | -0.19% | +93.67% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.29% | +60.96% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | +0.12% | +96.14% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | +0.11% | +26.19% | |
| 42 | BCS | Barclays Plc-spons Adr | 股票-金融 | 0.74% | +0.08% | +14.88% | |
| 43 | DELL | Dell Technologies -c | 股票-科技 | 0.73% | -0.17% | -5.57% | |
| 44 | CEG | Constellation Energy | 股票-公用事业 | 0.72% | +0.16% | +12.21% | |
| 45 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.71% | -0.02% | +13.09% | |
| 46 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.69% | -0.02% | +48.89% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.69% | +0.03% | +91.50% | |
| 48 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.68% | -0.02% | +51.80% | |
| 49 | CME | Cme Group Inc | 股票-金融 | 0.68% | +0.14% | +22.72% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.68% | -0.03% | +56.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +1.5% | +374.98% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +1% | +134.81% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | +93.31% | 加仓 |
| 4 | CVX | Chevron CORP | +0.6% | +119.78% | 加仓 |
| 5 | MRK | Merck & Co. Inc. | +0.5% | +98.63% | 加仓 |
| 6 | NVO | Novo-nordisk A/s-spons Adr | +0.5% | +158.46% | 加仓 |
| 7 | AAPL | Apple Inc | +0.4% | +137.12% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | +65.66% | 加仓 |
| 9 | BP | Bp Plc-spons Adr | +0.4% | +94.89% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.4% | +42.92% | 加仓 |
| 11 | NEE | Nextera Energy Inc | +0.4% | +82.59% | 加仓 |
| 12 | HD | Home Depot Inc | +0.4% | +276.31% | 加仓 |
| 13 | EWY | Ishares Msci South Korea ETF | +0.3% | NEW | 新建仓 |
| 14 | AMZN | Amazon.com Inc | +0.3% | +60.23% | 加仓 |
| 15 | TM | Toyota Motor CORP -spon Adr | +0.3% | +93.36% | 加仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +26.58% | 加仓 |
| 17 | SHEL | Shell Plc-adr | +0.3% | +69.29% | 加仓 |
| 18 | BN | Brookfield CORP | +0.2% | +60.22% | 加仓 |
| 19 | BA | Boeing Co/the | +0.2% | +46.72% | 加仓 |
| 20 | FSLR | First Solar Inc | +0.2% | +98.70% | 加仓 |
| 21 | ADBE | Adobe Inc | +0.2% | +93.67% | 加仓 |
| 22 | INDA | Ishares Msci India ETF | +0.2% | NEW | 新建仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +195.87% | 加仓 |
| 24 | BAC | Bank Of America CORP | +0.2% | +46.84% | 加仓 |
| 25 | CRM | Salesforce Inc | +0.2% | +91.50% | 加仓 |
| 26 | LLY | Eli Lilly & Co | +0.2% | +96.14% | 加仓 |
| 27 | SLB | Slb LTD | +0.2% | +121.37% | 加仓 |
| 28 | CEG | Constellation Energy | +0.1% | +12.21% | 加仓 |
| 29 | BX | Blackstone Inc | +0.1% | +59.26% | 加仓 |
| 30 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | +91.57% | 加仓 |
| 31 | DHI | Dr Horton Inc | +0.1% | +61.78% | 加仓 |
| 32 | TOL | Toll Brothers Inc | +0.1% | +51.15% | 加仓 |
| 33 | NVDA | Nvidia CORP | +0.1% | +13.77% | 加仓 |
| 34 | GE | General Electric | +0.1% | +56.29% | 加仓 |
| 35 | LEN | Lennar Corp-a | +0.1% | +69.91% | 加仓 |
| 36 | CP | Canadian Pacific Kansas City | +0.1% | +48.89% | 加仓 |
| 37 | GEV | GE Vernova Inc | +0.1% | +11.01% | 加仓 |
| 38 | ETN | Eaton Corporation plc | +0.1% | +60.19% | 加仓 |
| 39 | V | Visa Inc-class A Shares | +0.1% | +60.96% | 加仓 |
| 40 | ASML | ASML Holding N.V. | +0.1% | +27.64% | 加仓 |
| 41 | AMD | Advanced Micro Devices | +0.1% | +12.84% | 加仓 |
| 42 | PANW | Palo Alto Networks Inc | +0.1% | +49.50% | 加仓 |
| 43 | EOG | Eog Resources Inc | +0.1% | +94.07% | 加仓 |
| 44 | OXY | Occidental Petroleum CORP | +0.1% | +110.60% | 加仓 |
| 45 | COP | Conocophillips | +0.1% | +108.95% | 加仓 |
| 46 | DIS | Walt Disney Co/the | +0.1% | +26.19% | 加仓 |
| 47 | UBS | UBS Group AG | +0.1% | +54.39% | 加仓 |
| 48 | SONY | Sony Group CORP - Sp Adr | +0.1% | +66.73% | 加仓 |
| 49 | IYR | Ishares US Real Estate ETF | +0.1% | +64.13% | 加仓 |
| 50 | USRT | Ishares Core US Reit ETF | +0.1% | +63.88% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stamos Capital Partners, L.P. 在 Q2 2025 季度的美股持仓总市值约为 US$6.5亿，共申报了 138 个公开持股仓位。
在 Q2 2025 季度，Stamos Capital Partners, L.P. 按市值排列的前三大核心持股分别为：AGG (8.6%)、MRK (3.2%)、XOM (3.2%)。其中最大持股仓位 AGG 占据整体投资组合约 8.6% 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
EWY
市值: US$180.8万
本季最大获利了结 / 清仓标的
BABA
前期市值: US$279.1万
在 Q2 2025 季度中，Stamos Capital Partners, L.P. 共进行了 142 项持仓异动，包含新建仓 2 个仓位、加仓 124 个仓位、减仓 12 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 EWY。 本季清仓仓位包含 BABA。
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。
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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。