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
172 檔
17.2%
Stiles Financial Services Inc 在 Q4 2025 季度的美股仓位总计估值为 US$4.0亿，分散于 172 个持仓标的之中，反映其市场参与广度与投资规模。
Stiles Financial Services Inc 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 82 档持股的同时，亦同步清仓 7 档并减仓 77 档标的。
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, GOOGL 等）合计占整体申报市值的 17.2%，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 | 9.10% | -0.45% | +1.71% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.55% | -0.28% | -3.64% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.91% | +0.02% | -0.85% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.82% | -0.15% | -0.29% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 2.72% | +1.93% | -3.67% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | -0.20% | +1.52% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.54% | -0.27% | +1.07% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.32% | -0.63% | +1.11% | |
| 9 | ASML | ASML Holding N.V. | 股票-科技 | 2.02% | +0.65% | -0.83% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.01% | +0.04% | -0.38% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 1.63% | +0.13% | -1.11% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.45% | +1.82% | -7.06% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.06% | +4.65% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | -0.05% | +3.27% | |
| 15 | FAST | Fastenal Co | 股票-工业 | 1.33% | -0.24% | +1.72% | |
| 16 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.29% | -0.46% | -3.68% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.21% | -0.07% | +4.88% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.18% | -0.26% | -5.57% | |
| 19 | CME | Cme Group Inc | 股票-金融 | 1.18% | -0.44% | +2.95% | |
| 20 | CEG | Constellation Energy | 股票-公用事业 | 1.17% | -0.21% | +8.72% | |
| 21 | STLD | Steel Dynamics Inc | 股票-原材料 | 1.17% | +0.05% | -0.43% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | -0.19% | -0.46% | |
| 23 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.06% | -0.19% | -1.53% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.06% | -0.28% | -2.96% | |
| 25 | NTRS | Northern Trust CORP | 股票-金融 | 1.00% | +0.03% | +5.66% | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.99% | -0.23% | +2.96% | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 0.96% | -0.21% | +3.39% | |
| 28 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.95% | -0.30% | -7.86% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.95% | +0.27% | +0.94% | |
| 30 | PSA | Public Storage | 股票-房地产 | 0.94% | -0.01% | +2.65% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.94% | -0.32% | +22.71% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | -0.05% | -0.78% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.92% | -0.22% | +5.47% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | +0.18% | -1.32% | |
| 35 | SNPS | Synopsys Inc | 股票-科技 | 0.90% | -0.03% | +13.32% | |
| 36 | CMI | Cummins Inc | 股票-工业 | 0.89% | +0.08% | -1.58% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.21% | +17.87% | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.88% | -0.06% | +9.94% | |
| 39 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.82% | -0.16% | +5.24% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.82% | +0.68% | -0.21% | |
| 41 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.82% | +0.06% | +2.45% | |
| 42 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.77% | +0.04% | +3.35% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.77% | -0.20% | -5.79% | |
| 44 | TGT | Target CORP | 股票-周期性消费 | 0.77% | -0.06% | -11.30% | |
| 45 | GNRC | Generac Holdings Inc | 股票-工业 | 0.76% | +0.23% | +6.77% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -1.01% | EXIT | |
| 47 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 0.71% | -0.08% | -19.24% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.68% | -0.04% | +4.54% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.68% | -0.23% | +3.82% | |
| 50 | AMT | American Tower CORP | 股票-房地产 | 0.68% | -0.12% | +1.26% |
| # | 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 | +0.6% | -0.85% | 减仓 |
| 2 | LRCX | Lam Research CORP | +0.5% | -3.67% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -0.38% | 减仓 |
| 4 | AMD | Advanced Micro Devices | +0.2% | -7.06% | 减仓 |
| 5 | MU | Micron Technology Inc | +0.2% | -2.72% | 减仓 |
| 6 | ACN | Accenture plc | +0.2% | +22.71% | 加仓 |
| 7 | ISRG | Intuitive Surgical Inc | +0.2% | +2.96% | 加仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +79.07% | 加仓 |
| 9 | STLD | Steel Dynamics Inc | +0.2% | -0.43% | 减仓 |
| 10 | REGN | Regeneron Pharmaceuticals | +0.2% | -7.86% | 减仓 |
| 11 | AMAT | Applied Materials Inc | +0.2% | -0.21% | 减仓 |
| 12 | CEG | Constellation Energy | +0.1% | +8.72% | 加仓 |
| 13 | ASML | ASML Holding N.V. | +0.1% | -0.83% | 减仓 |
| 14 | CMI | Cummins Inc | +0.1% | -1.58% | 减仓 |
| 15 | PGR | Progressive CORP | +0.1% | +71.41% | 加仓 |
| 16 | ADBE | Adobe Inc | +0.1% | +17.87% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -13.46% | 减仓 |
| 18 | LULU | Lululemon Athletica Inc | +0.1% | +14.07% | 加仓 |
| 19 | FTNT | Fortinet Inc | +0.1% | +115.48% | 加仓 |
| 20 | ORCL | Oracle CORP | +0.1% | +184.41% | 加仓 |
| 21 | CRM | Salesforce Inc | +0.1% | +27.34% | 加仓 |
| 22 | ANET | Arista Networks Inc | +0.1% | +86.17% | 加仓 |
| 23 | BNY | Bank Of New York Mellon CORP | +0.1% | +53.75% | 加仓 |
| 24 | AVGO | Broadcom Inc | +0.1% | +3.27% | 加仓 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | -1.32% | 减仓 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | +5.95% | 加仓 |
| 27 | AMZN | Amazon.com Inc | +0.1% | -0.29% | 减仓 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +4.65% | 加仓 |
| 29 | NTRS | Northern Trust CORP | +0.1% | +5.66% | 加仓 |
| 30 | SNPS | Synopsys Inc | +0.1% | +13.32% | 加仓 |
| 31 | CAT | Caterpillar Inc | +0.1% | -6.04% | 减仓 |
| 32 | NUE | Nucor CORP | 0% | -0.08% | 减仓 |
| 33 | URI | United Rentals Inc | 0% | +29.59% | 加仓 |
| 34 | OKLO | Oklo Inc | 0% | +91.27% | 加仓 |
| 35 | UPS | United Parcel Service-cl B | 0% | -4.71% | 减仓 |
| 36 | ICE | Intercontinental Exchange In | 0% | +22.71% | 加仓 |
| 37 | AAPL | Apple Inc | 0% | -3.64% | 减仓 |
| 38 | CME | Cme Group Inc | 0% | +2.95% | 加仓 |
| 39 | RTX | Rtx CORP | 0% | -5.57% | 减仓 |
| 40 | KLAC | Kla CORP | 0% | -6.71% | 减仓 |
| 41 | MAR | Marriott International -cl A | 0% | -2.25% | 减仓 |
| 42 | ROK | Rockwell Automation Inc | 0% | -0.76% | 减仓 |
| 43 | GS | Goldman Sachs Group Inc | 0% | -2.74% | 减仓 |
| 44 | SMH | Vaneck Semiconductor ETF | 0% | +18.02% | 加仓 |
| 45 | WFC | Wells Fargo & Co | 0% | -0.94% | 减仓 |
| 46 | USB | US Bancorp | 0% | -3.12% | 减仓 |
| 47 | PCAR | Paccar Inc | 0% | +1.38% | 加仓 |
| 48 | JNJ | Johnson & Johnson | 0% | -0.18% | 减仓 |
| 49 | TRV | Travelers Cos Inc/the | 0% | +0.24% | 加仓 |
| 50 | AXP | American Express Co | 0% | +0.14% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stiles Financial Services Inc 在 Q4 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 172 个公开持股仓位。
在 Q4 2025 季度，Stiles Financial Services Inc 按市值排列的前三大核心持股分别为：NVDA (9.1%)、AAPL (3.5%)、GOOGL (2.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 9.1% 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
BKAG
市值: US$131.0万
本季最大获利了结 / 清仓标的
BMY
前期市值: US$61.4万
在 Q4 2025 季度中，Stiles Financial Services Inc 共进行了 169 项持仓异动，包含新建仓 3 个仓位、加仓 82 个仓位、减仓 77 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 BKAG。 本季清仓仓位包含 BMY。
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。