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: 0001601489
申报总市值
US$9.8亿
US$9.8亿
283 檔
5.5%
根据最新整理的 13F 季度数据集，Stanley-Laman Group, Ltd. 于 Q2 2025 结束时的管理资产规模为 US$9.8亿。该机构在本季度申报了 283 档美股持仓，呈现出该时期的主要投资地图。
Stanley-Laman Group, Ltd. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 6 档持股的同时，亦同步清仓 12 档并减仓 15 档标的。
在资产配置集中度方面，Stanley-Laman Group, Ltd. 的前 5 大核心持股（包含 MSFT, CCJ, RTX 等）合计占整体申报市值的 5.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 283 只）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.22% | -11.39% | |
| 2 | CCJ | Cameco CORP | 股票-能源 | 1.95% | -0.40% | -25.16% | |
| 3 | RTX | Rtx CORP | 股票-工业 | 1.40% | -0.40% | -8.69% | |
| 4 | LIN | Linde plc | 股票-原材料 | 1.38% | -0.17% | -6.61% | |
| 5 | ETR | Entergy CORP | 股票-公用事业 | 1.16% | -0.22% | -7.53% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.10% | -0.08% | -7.03% | |
| 7 | FRSH | Freshworks Inc-cl A | 股票-其他 | 1.10% | — | -9.64% | |
| 8 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.09% | — | -10.38% | |
| 9 | AMBA | Ambarella, Inc. | 股票-科技 | 1.09% | — | — | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.08% | -0.13% | +27.75% | |
| 11 | MDB | Mongodb Inc | 股票-科技 | 1.01% | — | -9.65% | |
| 12 | ✓ | Zomato LTD Inr 1.0 | 股票-其他 | 0.99% | -0.01% | — | |
| 13 | ✓ | Prestige Estates Projects Inr 10.0 | 股票-其他 | 0.99% | +0.02% | — | |
| 14 | RMBS | Rambus Inc | 股票-科技 | 0.98% | — | — | |
| 15 | INTU | Intuit Inc | 股票-科技 | 0.97% | -0.38% | EXIT | |
| 16 | DT | Dynatrace Inc | 股票-科技 | 0.97% | — | -8.20% | |
| 17 | ✓ | Bharat Electronics LTD Inr 1.0 | 股票-其他 | 0.97% | -0.12% | — | |
| 18 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.94% | — | -10.00% | |
| 19 | S | Sentinelone Inc -class A | 股票-科技 | 0.94% | — | -10.35% | |
| 20 | TWLO | Twilio Inc - A | 股票-科技 | 0.91% | — | — | |
| 21 | TENB | Tenable Holdings Inc | 股票-其他 | 0.90% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | +0.03% | -6.09% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.14% | -2.80% | |
| 24 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.89% | — | -9.91% | |
| 25 | CIEN | Ciena CORP | 股票-科技 | 0.88% | — | — | |
| 26 | APPF | Appfolio Inc - A | 股票-科技 | 0.88% | — | — | |
| 27 | SNOW | Snowflake Inc | 股票-科技 | 0.86% | — | -54.54% | |
| 28 | ✓ | Hdfc Bank LTD Inr 1.0 | 股票-其他 | 0.85% | -0.05% | — | |
| 29 | TER | Teradyne Inc | 股票-科技 | 0.83% | +0.99% | NEW | |
| 30 | 8QR | Confluent Inc-class A | 股票-其他 | 0.82% | — | -9.55% | |
| 31 | ONTO | Onto Innovation Inc | 股票-科技 | 0.81% | +0.38% | — | |
| 32 | CAE | Cae Inc | 股票-其他 | 0.80% | -0.13% | -8.71% | |
| 33 | HUBS | Hubspot Inc | 股票-科技 | 0.80% | — | -8.80% | |
| 34 | NBIX | Neurocrine Biosciences Inc | 股票-医疗保健 | 0.79% | +0.02% | +30.20% | |
| 35 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.79% | +0.03% | -8.38% | |
| 36 | PH | Parker Hannifin CORP | 股票-工业 | 0.76% | -0.06% | -10.28% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -0.12% | -9.67% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | -0.04% | -52.86% | |
| 39 | JBL | Jabil Inc | 股票-科技 | 0.74% | +0.16% | -19.79% | |
| 40 | VAL | Valaris Limited | 股票-能源 | 0.74% | -0.50% | +1.43% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.73% | -0.07% | -1.33% | |
| 42 | GXO | Gxo Logistics Inc | 股票-工业 | 0.73% | -0.10% | -0.39% | |
| 43 | AL | Air Lease CORP | 股票-其他 | 0.72% | — | -9.22% | |
| 44 | KVYO | Klaviyo Inc-a | 股票-其他 | 0.71% | — | -10.58% | |
| 45 | ✓ | Info Edge India LTD Inr 2.0 | 股票-其他 | 0.71% | -0.06% | — | |
| 46 | AIR | Aar CORP | 股票-工业 | 0.70% | +0.06% | -8.40% | |
| 47 | LNTH | Lantheus Holdings Inc | 股票-医疗保健 | 0.70% | -0.03% | -4.88% | |
| 48 | WM | Waste Management Inc | 股票-工业 | 0.70% | -0.12% | -6.93% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | -0.14% | -10.24% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.69% | +0.12% | -15.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMBA | Ambarella, Inc. | +1.1% | NEW | 新建仓 |
| 2 | RMBS | Rambus Inc | +1% | NEW | 新建仓 |
| 3 | TWLO | Twilio Inc - A | +0.9% | NEW | 新建仓 |
| 4 | TENB | Tenable Holdings Inc | +0.9% | NEW | 新建仓 |
| 5 | CIEN | Ciena CORP | +0.9% | NEW | 新建仓 |
| 6 | APPF | Appfolio Inc - A | +0.9% | NEW | 新建仓 |
| 7 | TER | Teradyne Inc | +0.8% | NEW | 新建仓 |
| 8 | ONTO | Onto Innovation Inc | +0.8% | NEW | 新建仓 |
| 9 | ✓ | Info Edge India LTD Inr 2.0 | +0.7% | NEW | 新建仓 |
| 10 | FNB | Fnb CORP | +0.5% | NEW | 新建仓 |
| 11 | CCJ | Cameco CORP | +0.5% | -25.16% | 减仓 |
| 12 | ✓ | +0.4% | NEW | 新建仓 | |
| 13 | BURL | Burlington Stores Inc | +0.4% | NEW | 新建仓 |
| 14 | AMZN | Amazon.com Inc | +0.3% | +27.75% | 加仓 |
| 15 | HBAN | Huntington Bancshares Inc | +0.3% | NEW | 新建仓 |
| 16 | ✓ | Poongsan CORP Krw 5000.0 | +0.3% | +50.00% | 加仓 |
| 17 | MSFT | Microsoft CORP | +0.3% | -11.39% | 减仓 |
| 18 | ✓ | Prestige Estates Projects Inr 10.0 | +0.3% | — | 不变 |
| 19 | ✓ | Bharat Electronics LTD Inr 1.0 | +0.3% | — | 不变 |
| 20 | NVDA | Nvidia CORP | +0.3% | -2.80% | 减仓 |
| 21 | NBIX | Neurocrine Biosciences Inc | +0.2% | +30.20% | 加仓 |
| 22 | RAMP | Liveramp Holdings Inc | +0.2% | +20.96% | 加仓 |
| 23 | AVGO | Broadcom Inc | +0.2% | -4.41% | 减仓 |
| 24 | UUUU | Energy Fuels Inc | +0.2% | +1.62% | 加仓 |
| 25 | ✓ | Zomato LTD Inr 1.0 | +0.2% | — | 不变 |
| 26 | MRVL | Marvell Technology Inc | +0.2% | +25.63% | 加仓 |
| 27 | DDOG | Datadog Inc - Class A | +0.2% | -10.38% | 减仓 |
| 28 | INTU | Intuit Inc | +0.2% | -4.11% | 减仓 |
| 29 | ✓ | -0.2% | — | 不变 | |
| 30 | LNTH | Lantheus Holdings Inc | -0.2% | -4.88% | 减仓 |
| 31 | ✓ | Alkem Laboratories LTD Inr 2.0 | -0.2% | EXIT | 清仓 |
| 32 | LLY | Eli Lilly & Co | -0.2% | -27.33% | 减仓 |
| 33 | AAPL | Apple Inc | -0.2% | -7.03% | 减仓 |
| 34 | MCK | Mckesson CORP | -0.3% | -33.27% | 减仓 |
| 35 | RDY | Dr. Reddy's Laboratories-adr | -0.3% | EXIT | 清仓 |
| 36 | GAMB | Gambling.com Group Limited | -0.3% | EXIT | 清仓 |
| 37 | DOW | Dow Inc | -0.4% | EXIT | 清仓 |
| 38 | SNOW | Snowflake Inc | -0.4% | -54.54% | 减仓 |
| 39 | HLIT | Harmonic Inc | -0.4% | EXIT | 清仓 |
| 40 | ✓ | Biocon LTD Inr5 | -0.5% | EXIT | 清仓 |
| 41 | QCOM | Qualcomm Inc | -0.5% | -92.03% | 减仓 |
| 42 | BILL | Bill Holdings Inc | -0.5% | EXIT | 清仓 |
| 43 | SDGR | Schrodinger Inc | -0.6% | EXIT | 清仓 |
| 44 | ✓ | Info Edge India LTD Inr 10.0 | -0.7% | EXIT | 清仓 |
| 45 | BL | Blackline Inc | -0.7% | EXIT | 清仓 |
| 46 | VOO | Vanguard S&p 500 ETF | -0.8% | -52.86% | 减仓 |
| 47 | CXM | Sprinklr Inc-a | -0.9% | EXIT | 清仓 |
| 48 | OKTA | Okta Inc | -0.9% | -55.16% | 减仓 |
| 49 | PATH | Uipath Inc - Class A | -0.9% | -81.97% | 减仓 |
| 50 | ZS | Zscaler Inc | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Stanley-Laman Group, Ltd. 在 Q2 2025 季度的美股持仓总市值约为 US$9.8亿，共申报了 283 个公开持股仓位。
在 Q2 2025 季度，Stanley-Laman Group, Ltd. 按市值排列的前三大核心持股分别为：MSFT (2.1%)、CCJ (1.9%)、RTX (1.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.1% 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
AMBA
市值: US$734.4万
本季最大获利了结 / 清仓标的
ZS
前期市值: US$824.9万
在 Q2 2025 季度中，Stanley-Laman Group, Ltd. 共进行了 46 项持仓异动，包含新建仓 13 个仓位、加仓 6 个仓位、减仓 15 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 AMBA。 本季清仓仓位包含 ZS。
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。