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: 0001601489
申报总市值
US$9.8亿
US$9.8亿
251 檔
8.2%
在 Q3 2025 申报期间，Stanley-Laman Group, Ltd.（CIK: 0001601489）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$9.8亿，共持有 251 个公开申报仓位。
Stanley-Laman Group, Ltd. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 14 个全新仓位及加仓 11 档持股的同时，亦同步清仓 22 档并减仓 3 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, GOOGL, AMZN 等）合计占整体申报市值的 8.2%，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 251 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 | 2.98% | -0.22% | +40.77% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.54% | +0.03% | +113.45% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.15% | -0.13% | +107.58% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.96% | -0.14% | +93.45% | |
| 5 | CCJ | Cameco CORP | 股票-能源 | 1.85% | -0.40% | -12.43% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | -0.01% | +132.39% | |
| 7 | RTX | Rtx CORP | 股票-工业 | 1.52% | -0.40% | -1.54% | |
| 8 | ASML | ASML Holding N.V. | 股票-科技 | 1.37% | +0.23% | +179.17% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.36% | -0.91% | +579.34% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.31% | -0.08% | -0.45% | |
| 11 | ANET | Arista Networks Inc | 股票-科技 | 1.27% | +0.11% | — | |
| 12 | LRCX | Lam Research CORP | 股票-科技 | 1.25% | +1.07% | — | |
| 13 | LIN | Linde plc | 股票-原材料 | 1.23% | -0.17% | -7.90% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.22% | +0.18% | +1027.98% | |
| 15 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.21% | +0.02% | — | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.20% | — | +1438.39% | |
| 17 | ETR | Entergy CORP | 股票-公用事业 | 1.19% | -0.22% | -4.77% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.17% | +0.90% | — | |
| 19 | TTI | Tetra Technologies Inc | 股票-其他 | 1.05% | +0.08% | -0.65% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.99% | +0.12% | — | |
| 21 | UUUU | Energy Fuels Inc | 股票-能源 | 0.97% | -0.25% | -37.69% | |
| 22 | SNPS | Synopsys Inc | 股票-科技 | 0.91% | — | +542.89% | |
| 23 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.89% | +0.77% | — | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.88% | +1.26% | — | |
| 25 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.88% | — | — | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.86% | -0.87% | +2091.53% | |
| 27 | ✓ | Zomato LTD Inr 1.0 | 股票-其他 | 0.84% | -0.01% | -26.39% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 0.81% | -0.38% | EXIT | |
| 29 | VAL | Valaris Limited | 股票-能源 | 0.81% | -0.50% | -1.07% | |
| 30 | ✓ | Bharat Electronics LTD Inr 1.0 | 股票-其他 | 0.81% | -0.12% | -5.74% | |
| 31 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.80% | +0.03% | -0.79% | |
| 32 | ✓ | Prestige Estates Projects Inr 10.0 | 股票-其他 | 0.78% | +0.02% | -6.65% | |
| 33 | CAE | Cae Inc | 股票-其他 | 0.78% | -0.13% | -0.08% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | -0.04% | -3.27% | |
| 35 | ✓ | Hdfc Bank LTD Inr 1.0 | 股票-其他 | 0.75% | -0.05% | +100.00% | |
| 36 | AIR | Aar CORP | 股票-工业 | 0.75% | +0.06% | -15.04% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | -0.12% | +0.04% | |
| 38 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.72% | +0.12% | -0.71% | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.71% | -0.07% | -1.57% | |
| 40 | CG | Carlyle Group Inc/the | 股票-金融 | 0.71% | -0.38% | EXIT | |
| 41 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 0.71% | — | +11.39% | |
| 42 | JBL | Jabil Inc | 股票-科技 | 0.70% | +0.16% | -0.98% | |
| 43 | WFRD | Weatherford International plc | 股票-能源 | 0.70% | -0.26% | -1.14% | |
| 44 | LHX | L3harris Technologies Inc | 股票-工业 | 0.69% | -0.27% | -2.79% | |
| 45 | P | Everpure Inc-a | 股票-科技 | 0.63% | +0.03% | -18.37% | |
| 46 | PH | Parker Hannifin CORP | 股票-工业 | 0.63% | -0.06% | -20.92% | |
| 47 | OSIS | Osi Systems Inc | 股票-科技 | 0.62% | -0.19% | -14.35% | |
| 48 | MCK | Mckesson CORP | 股票-医疗保健 | 0.62% | -0.18% | +0.41% | |
| 49 | NTNX | Nutanix Inc - A | 股票-科技 | 0.62% | — | -0.35% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | -0.14% | -0.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.7% | +113.45% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +1.4% | +107.58% | 加仓 |
| 3 | NVDA | Nvidia CORP | +1.3% | +93.45% | 加仓 |
| 4 | AVGO | Broadcom Inc | +1.2% | +132.39% | 加仓 |
| 5 | ASML | ASML Holding N.V. | +1.2% | +179.17% | 加仓 |
| 6 | ORCL | Oracle CORP | +1.1% | +1438.39% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | +1027.98% | 加仓 |
| 8 | MSFT | Microsoft CORP | +1.1% | +40.77% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +1.1% | +579.34% | 加仓 |
| 10 | ISRG | Intuitive Surgical Inc | +0.8% | +2091.53% | 加仓 |
| 11 | SNPS | Synopsys Inc | +0.8% | +542.89% | 加仓 |
| 12 | UUUU | Energy Fuels Inc | +0.6% | -37.69% | 减仓 |
| 13 | ELV | Elevance Health Inc | -0.6% | -91.98% | 减仓 |
| 14 | VOO | Vanguard S&p 500 ETF | -0.8% | -3.27% | 减仓 |
| 15 | OKTA | Okta Inc | — | EXIT | 清仓 |
| 16 | ANET | Arista Networks Inc | — | NEW | 新建仓 |
| 17 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 18 | MPWR | Monolithic Power Systems Inc | — | NEW | 新建仓 |
| 19 | SNOW | Snowflake Inc | — | EXIT | 清仓 |
| 20 | ZS | Zscaler Inc | — | EXIT | 清仓 |
| 21 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 22 | FRSH | Freshworks Inc-cl A | — | EXIT | 清仓 |
| 23 | PATH | Uipath Inc - Class A | — | EXIT | 清仓 |
| 24 | TEAM | Atlassian Corp-cl A | — | EXIT | 清仓 |
| 25 | S | Sentinelone Inc -class A | — | EXIT | 清仓 |
| 26 | VOO | Vanguard S&P 500 ETF | — | EXIT | 清仓 |
| 27 | PANW | Palo Alto Networks Inc | — | NEW | 新建仓 |
| 28 | MDB | Mongodb Inc | — | EXIT | 清仓 |
| 29 | ARM | Arm Holdings Plc-adr | — | NEW | 新建仓 |
| 30 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 31 | CDNS | Cadence Design Sys Inc | — | NEW | 新建仓 |
| 32 | DT | Dynatrace Inc | — | EXIT | 清仓 |
| 33 | DDOG | Datadog Inc - Class A | — | EXIT | 清仓 |
| 34 | HUBS | Hubspot Inc | — | EXIT | 清仓 |
| 35 | CXM | Sprinklr Inc-a | — | EXIT | 清仓 |
| 36 | 8QR | Confluent Inc-class A | — | EXIT | 清仓 |
| 37 | KVYO | Klaviyo Inc-a | — | EXIT | 清仓 |
| 38 | BL | Blackline Inc | — | EXIT | 清仓 |
| 39 | ✓ | Info Edge India LTD Inr 10.0 | — | EXIT | 清仓 |
| 40 | APPN | Appian Corp-a | — | EXIT | 清仓 |
| 41 | ONTO | Onto Innovation Inc | — | NEW | 新建仓 |
| 42 | ✓ | Info Edge India LTD Inr 2.0 | — | NEW | 新建仓 |
| 43 | FNB | Fnb CORP | — | NEW | 新建仓 |
| 44 | GDDY | Godaddy Inc - Class A | — | NEW | 新建仓 |
| 45 | SDGR | Schrodinger Inc | — | EXIT | 清仓 |
| 46 | SBSW | Sibanye-stillwater Ltd-adr | — | NEW | 新建仓 |
| 47 | BRKR | Bruker CORP | — | EXIT | 清仓 |
| 48 | SYY | Sysco CORP | — | EXIT | 清仓 |
| 49 | ALB | Albemarle CORP | — | NEW | 新建仓 |
| 50 | BILL | Bill Holdings Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Stanley-Laman Group, Ltd. 在 Q3 2025 季度的美股持仓总市值约为 US$9.8亿，共申报了 251 个公开持股仓位。
在 Q3 2025 季度，Stanley-Laman Group, Ltd. 按市值排列的前三大核心持股分别为：MSFT (3.0%)、GOOGL (2.5%)、AMZN (2.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.0% 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
ANET
市值: US$890.0万
本季最大获利了结 / 清仓标的
OKTA
前期市值: US$999.6万
在 Q3 2025 季度中，Stanley-Laman Group, Ltd. 共进行了 50 项持仓异动，包含新建仓 14 个仓位、加仓 11 个仓位、减仓 3 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 OKTA。
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。