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: 0001705399
申报总市值
US$6.5亿
US$6.5亿
136 檔
24.8%
Stamos Capital Partners, L.P. 在 Q4 2025 季度的美股仓位总计估值为 US$6.5亿，分散于 136 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 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 3 个新仓位，并对 95 个既有持股进行加仓（合计增持 98 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, VTEB 等）合计占整体申报市值的 24.8%，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 | 14.61% | -11.09% | +2.06% | |
| 2 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.16% | +0.34% | -6.63% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.97% | +2.23% | -6.08% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.68% | +0.39% | +17.41% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.58% | +0.08% | -13.85% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.29% | +0.46% | +30.58% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.23% | +0.02% | +23.75% | |
| 8 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 1.74% | +0.73% | -8.22% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | +0.15% | +21.53% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.53% | +0.09% | +0.44% | |
| 11 | BP | Bp Plc-spons Adr | 股票-能源 | 1.43% | +0.31% | -9.86% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | +0.09% | +4.95% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | +0.20% | +11.39% | |
| 14 | SHEL | Shell Plc-adr | 股票-能源 | 1.27% | +0.39% | -12.79% | |
| 15 | PFE | Pfizer Inc | 股票-医疗保健 | 1.27% | -0.10% | +21.07% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.26% | -0.12% | -16.51% | |
| 17 | TTE | TotalEnergies SE | 股票-其他 | 1.26% | +0.37% | — | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.23% | -0.02% | +3.63% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.18% | +0.08% | +2.67% | |
| 20 | T | At&t Inc | 股票-通信服务 | 1.16% | — | +70.62% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.14% | +0.01% | +74.48% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.13% | +0.34% | +11.38% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.12% | +0.16% | -18.67% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.03% | +0.11% | +39.55% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | +0.29% | +42.08% | |
| 26 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.96% | -0.04% | +68.20% | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.96% | +0.05% | +5.01% | |
| 28 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.95% | +0.07% | -12.42% | |
| 29 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.91% | -0.02% | +81.24% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.88% | +0.12% | +55.90% | |
| 31 | CI | THE Cigna Group | 股票-医疗保健 | 0.87% | +0.01% | — | |
| 32 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.87% | -0.02% | +75.70% | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.85% | +0.11% | +25.76% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.84% | +0.03% | +8.39% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.84% | -0.19% | +15.71% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | +0.12% | -22.96% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | +0.27% | +309.94% | |
| 38 | ASML | ASML Holding N.V. | 股票-科技 | 0.77% | +0.05% | -36.62% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.77% | +0.14% | +62.75% | |
| 40 | ENB | Enbridge Inc | 股票-能源 | 0.74% | -0.05% | +82.14% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.74% | +0.18% | +11.78% | |
| 42 | PAVE | Global X US Infrastructure | ETF-其他 | 0.71% | +0.08% | +155.80% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | +0.11% | +221.70% | |
| 44 | F | Ford Motor Co | 股票-周期性消费 | 0.67% | -0.10% | -16.42% | |
| 45 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.66% | -0.04% | +134.64% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | +0.02% | +81.13% | |
| 47 | NFLX | Netflix Inc | 股票-通信服务 | 0.62% | +0.05% | +3023.73% | |
| 48 | BX | Blackstone Inc | 股票-金融 | 0.60% | +0.10% | +33.16% | |
| 49 | BN | Brookfield CORP | 股票-金融 | 0.59% | +0.08% | +39.94% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.57% | -0.03% | +48.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.5% | +309.94% | 加仓 |
| 2 | KO | Coca-cola Co/the | +0.4% | +221.70% | 加仓 |
| 3 | ADP | Automatic Data Processing | +0.4% | +422.41% | 加仓 |
| 4 | PAVE | Global X US Infrastructure | +0.4% | +155.80% | 加仓 |
| 5 | UNP | Union Pacific CORP | +0.4% | +74.48% | 加仓 |
| 6 | CNI | Canadian Natl Railway Co | +0.3% | +68.20% | 加仓 |
| 7 | CVS | Cvs Health CORP | +0.3% | +75.70% | 加仓 |
| 8 | KMI | Kinder Morgan, Inc. | +0.3% | +134.64% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.3% | +3023.73% | 加仓 |
| 10 | CP | Canadian Pacific Kansas City | +0.3% | +81.24% | 加仓 |
| 11 | T | At&t Inc | +0.3% | +70.62% | 加仓 |
| 12 | LNG | Cheniere Energy Inc | +0.3% | +208.33% | 加仓 |
| 13 | MA | Mastercard Inc - A | +0.3% | +122.18% | 加仓 |
| 14 | ENB | Enbridge Inc | +0.2% | +82.14% | 加仓 |
| 15 | EQT | Eqt CORP | +0.2% | +144.91% | 加仓 |
| 16 | GIS | General Mills Inc | +0.2% | +151.95% | 加仓 |
| 17 | MDLZ | Mondelez International Inc-a | +0.2% | +169.68% | 加仓 |
| 18 | CME | Cme Group Inc | +0.2% | +62.75% | 加仓 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +81.13% | 加仓 |
| 20 | WMT | Walmart Inc | +0.2% | +106.93% | 加仓 |
| 21 | CVX | Chevron CORP | +0.2% | +30.58% | 加仓 |
| 22 | V | Visa Inc-class A Shares | +0.2% | +42.08% | 加仓 |
| 23 | XOM | Exxon Mobil CORP | +0.2% | +17.41% | 加仓 |
| 24 | DIS | Walt Disney Co/the | +0.2% | +39.55% | 加仓 |
| 25 | VZ | Verizon Communications Inc | +0.2% | +55.90% | 加仓 |
| 26 | IYR | Ishares US Real Estate ETF | +0.2% | +74.25% | 加仓 |
| 27 | SPGI | S&p Global Inc | +0.2% | +164.91% | 加仓 |
| 28 | CAT | Caterpillar Inc | +0.2% | +37.69% | 加仓 |
| 29 | USRT | Ishares Core US Reit ETF | +0.2% | +72.36% | 加仓 |
| 30 | MOO | Vaneck Agribusiness ETF | +0.2% | +208.00% | 加仓 |
| 31 | HD | Home Depot Inc | +0.1% | +84.95% | 加仓 |
| 32 | SONY | Sony Group CORP - Sp Adr | +0.1% | +77.21% | 加仓 |
| 33 | DE | Deere & Co | +0.1% | +68.95% | 加仓 |
| 34 | NOW | Servicenow Inc | +0.1% | +1115.31% | 加仓 |
| 35 | AMLP | Alerian Mlp ETF | +0.1% | +48.73% | 加仓 |
| 36 | ICE | Intercontinental Exchange In | +0.1% | +160.86% | 加仓 |
| 37 | MLPX | Global X Mlp & Energy Infras | +0.1% | +51.60% | 加仓 |
| 38 | SPG | Simon Property Group Inc | +0.1% | +55.32% | 加仓 |
| 39 | FINX | Global X Fintech ETF | +0.1% | +101.72% | 加仓 |
| 40 | COST | Costco Wholesale CORP | +0.1% | +209.97% | 加仓 |
| 41 | CB | Chubb Limited | +0.1% | +74.87% | 加仓 |
| 42 | AEP | American Electric Power | +0.1% | +38.56% | 加仓 |
| 43 | SO | Southern Co/the | +0.1% | +53.73% | 加仓 |
| 44 | DUK | Duke Energy CORP | +0.1% | +49.32% | 加仓 |
| 45 | BXP | Bxp Inc | +0.1% | +80.12% | 加仓 |
| 46 | PHO | Invesco Water Resources ETF | +0.1% | +168.10% | 加仓 |
| 47 | ARE | Alexandria Real Estate Equit | 0% | +138.68% | 加仓 |
| 48 | GILD | Gilead Sciences Inc | 0% | +54.36% | 加仓 |
| 49 | MCO | Moody's CORP | 0% | +45.14% | 加仓 |
| 50 | CRM | Salesforce Inc | 0% | +8.39% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stamos Capital Partners, L.P. 在 Q4 2025 季度的美股持仓总市值约为 US$6.5亿，共申报了 136 个公开持股仓位。
在 Q4 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 (14.6%)、MRK (3.2%)、VTEB (3.0%)。其中最大持股仓位 AGG 占据整体投资组合约 14.6% 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
TTE
市值: US$781.2万
本季最大获利了结 / 清仓标的
TTEN
前期市值: US$879.9万
在 Q4 2025 季度中，Stamos Capital Partners, L.P. 共进行了 145 项持仓异动，包含新建仓 3 个仓位、加仓 95 个仓位、减仓 38 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 TTE。 本季清仓仓位包含 TTEN。
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。