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: 0001904832
申报总市值
US$4.0亿
US$4.0亿
175 檔
14.8%
在 Q2 2025 的 13F 官方备案中，Stiles Financial Services Inc 管理的美股投资组合规模来到 US$4.0亿，整体持股档数为 175 档。
在 Q2 2025，Stiles Financial Services Inc 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 103 个既有持股进行加仓（合计增持 113 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Stiles Financial Services Inc 的前 5 大核心持股（包含 NVDA, AAPL, AMZN 等）合计占整体申报市值的 14.8%，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 | NVDA | Nvidia CORP | 股票-科技 | 8.38% | -0.45% | +1.26% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.11% | -0.28% | +0.11% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.00% | -0.15% | +2.04% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.20% | +5.29% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.93% | -0.63% | +1.92% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.53% | -0.27% | +0.91% | |
| 7 | LRCX | Lam Research CORP | 股票-科技 | 1.75% | +1.93% | +4.95% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | +0.02% | +4.47% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 1.66% | +0.13% | +6.79% | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 1.62% | +0.65% | +3.86% | |
| 11 | FAST | Fastenal Co | 股票-工业 | 1.55% | -0.24% | +95.48% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 1.32% | -0.07% | +9.68% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.32% | -0.19% | +4.10% | |
| 14 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.30% | -0.28% | +5.67% | |
| 15 | CME | Cme Group Inc | 股票-金融 | 1.30% | -0.44% | -7.11% | |
| 16 | TXN | Texas Instruments Inc | 股票-科技 | 1.26% | +0.27% | +0.29% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.06% | +12.88% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.23% | +0.04% | +4.93% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.20% | +1.82% | -0.27% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.19% | -0.46% | +0.06% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | -0.05% | -7.87% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.14% | -0.26% | -1.00% | |
| 23 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 1.12% | -0.08% | -22.64% | |
| 24 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.12% | -0.19% | -9.21% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | -0.05% | +2.87% | |
| 26 | PSA | Public Storage | 股票-房地产 | 1.05% | -0.01% | +2.39% | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.01% | -0.01% | +1.87% | |
| 28 | STLD | Steel Dynamics Inc | 股票-原材料 | 1.00% | +0.05% | +3.72% | |
| 29 | CEG | Constellation Energy | 股票-公用事业 | 0.99% | -0.21% | +20.28% | |
| 30 | TGT | Target CORP | 股票-周期性消费 | 0.97% | -0.06% | +2.25% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.18% | -0.78% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.96% | -0.23% | +5.37% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.96% | -0.22% | +3.52% | |
| 34 | AMT | American Tower CORP | 股票-房地产 | 0.91% | -0.12% | +1.75% | |
| 35 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.88% | -0.16% | +5.29% | |
| 36 | SNPS | Synopsys Inc | 股票-科技 | 0.88% | -0.03% | +4.39% | |
| 37 | NTRS | Northern Trust CORP | 股票-金融 | 0.88% | +0.03% | +16.53% | |
| 38 | GNRC | Generac Holdings Inc | 股票-工业 | 0.87% | +0.23% | +10.09% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.87% | -0.32% | +3.28% | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.83% | -0.20% | -3.71% | |
| 41 | VLO | Valero Energy CORP | 股票-能源 | 0.82% | -0.21% | +8.87% | |
| 42 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.82% | +0.06% | +9.58% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.82% | -0.06% | +11.38% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.81% | -0.21% | +9.72% | |
| 45 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.80% | -0.20% | -2.42% | |
| 46 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.79% | -0.30% | +6.40% | |
| 47 | FDS | Factset Research Systems Inc | 股票-金融 | 0.77% | -0.06% | -3.16% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.74% | -0.04% | +2.93% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.72% | -0.23% | +3.55% | |
| 50 | OMC | Omnicom Group | 股票-通信服务 | 0.72% | -0.13% | -0.51% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | +1.26% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.6% | +5.29% | 加仓 |
| 3 | CEG | Constellation Energy | +0.4% | +20.28% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.4% | +2.87% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.4% | +4.95% | 加仓 |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | NEW | 新建仓 |
| 7 | AMD | Advanced Micro Devices | +0.2% | -0.27% | 减仓 |
| 8 | NTRS | Northern Trust CORP | +0.2% | +16.53% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +12.88% | 加仓 |
| 10 | ASML | ASML Holding N.V. | +0.2% | +3.86% | 加仓 |
| 11 | NFLX | Netflix Inc | +0.2% | +13.28% | 加仓 |
| 12 | PM | Philip Morris International | +0.2% | NEW | 新建仓 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +2.04% | 加仓 |
| 14 | PGR | Progressive CORP | +0.1% | NEW | 新建仓 |
| 15 | AMAT | Applied Materials Inc | +0.1% | +11.66% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.47% | 加仓 |
| 17 | DLR | Digital Realty Trust Inc | +0.1% | +5.29% | 加仓 |
| 18 | MPWR | Monolithic Power Systems Inc | +0.1% | +9.76% | 加仓 |
| 19 | SMCI | Super Micro Computer Inc | +0.1% | +12.84% | 加仓 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建仓 |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | 新建仓 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +4.93% | 加仓 |
| 23 | SNPS | Synopsys Inc | +0.1% | +4.39% | 加仓 |
| 24 | GNRC | Generac Holdings Inc | +0.1% | +10.09% | 加仓 |
| 25 | KLAC | Kla CORP | +0.1% | -0.41% | 减仓 |
| 26 | URI | United Rentals Inc | +0.1% | +29.74% | 加仓 |
| 27 | INTU | Intuit Inc | +0.1% | -3.71% | 减仓 |
| 28 | JNJ | Johnson & Johnson | +0.1% | NEW | 新建仓 |
| 29 | IRM | Iron Mountain Inc | +0.1% | NEW | 新建仓 |
| 30 | MU | Micron Technology Inc | +0.1% | -0.59% | 减仓 |
| 31 | AVAV | Aerovironment Inc | +0.1% | NEW | 新建仓 |
| 32 | TXT | Textron Inc | +0.1% | NEW | 新建仓 |
| 33 | OKLO | Oklo Inc | +0.1% | NEW | 新建仓 |
| 34 | BX | Blackstone Inc | +0.1% | +11.38% | 加仓 |
| 35 | STX | Seagate Technology Holdings plc | +0.1% | -1.84% | 减仓 |
| 36 | PLTR | Palantir Technologies Inc-a | +0.1% | +17.20% | 加仓 |
| 37 | TXN | Texas Instruments Inc | +0.1% | +0.29% | 加仓 |
| 38 | GSBD | Goldman Sachs Bdc Inc | +0.1% | +32.02% | 加仓 |
| 39 | ULTA | Ulta Beauty Inc | +0.1% | +31.82% | 加仓 |
| 40 | ISRG | Intuitive Surgical Inc | 0% | +5.37% | 加仓 |
| 41 | CMI | Cummins Inc | 0% | +13.93% | 加仓 |
| 42 | CAT | Caterpillar Inc | 0% | +3.91% | 加仓 |
| 43 | CDNS | Cadence Design Sys Inc | 0% | +1.40% | 加仓 |
| 44 | ROK | Rockwell Automation Inc | 0% | +0.05% | 加仓 |
| 45 | NOW | Servicenow Inc | 0% | — | 不变 |
| 46 | PWR | Quanta Services Inc | 0% | — | 不变 |
| 47 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.40% | 减仓 |
| 48 | CMG | Chipotle Mexican Grill Inc | 0% | +8.18% | 加仓 |
| 49 | SDVY | First Trust Smid Cap Rising | 0% | +14.90% | 加仓 |
| 50 | CG | Carlyle Group Inc/the | 0% | +0.40% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stiles Financial Services Inc 在 Q2 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 175 个公开持股仓位。
在 Q2 2025 季度，Stiles Financial Services Inc 按市值排列的前三大核心持股分别为：NVDA (8.4%)、AAPL (3.1%)、AMZN (3.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.4% 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
GS
市值: US$90.5万
本季最大获利了结 / 清仓标的
HSY
前期市值: US$27.8万
在 Q2 2025 季度中，Stiles Financial Services Inc 共进行了 168 项持仓异动，包含新建仓 10 个仓位、加仓 103 个仓位、减仓 50 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 GS。 本季清仓仓位包含 HSY。
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。