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: 0001411530
申报总市值
US$144.9亿
US$144.9亿
770 檔
18.7%
Q4 2025 季度申报显示，Sumitomo Mitsui DS Asset Management Company, Ltd 披露的美股组合总市值为 US$144.9亿，涵盖 770 个不同之权益投资仓位。
在 Q4 2025，Sumitomo Mitsui DS Asset Management Company, Ltd 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 27 档、减仓 22 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Sumitomo Mitsui DS Asset Management Company, Ltd 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 18.7%，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 770 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 | NVDA | Nvidia CORP | 股票-科技 | 6.04% | -0.20% | -0.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.12% | -0.50% | +1.50% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.90% | -0.06% | +1.23% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.85% | +0.15% | +1.94% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.41% | +0.77% | -2.63% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.07% | +0.12% | -0.68% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.02% | +0.03% | +5.92% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.97% | +0.02% | -0.34% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.89% | -0.28% | +3.32% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | -0.08% | -4.13% | |
| 11 | CAT | Caterpillar Inc | 股票-工业 | 1.39% | +0.49% | -0.20% | |
| 12 | TSLA | Tesla Inc | 股票-周期性消费 | 1.37% | -0.03% | +0.58% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | -0.04% | -7.29% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.24% | +0.13% | +1.12% | |
| 15 | AXP | American Express Co | 股票-金融 | 1.05% | -0.06% | -0.38% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.03% | -0.04% | -6.95% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.02% | -0.08% | -2.13% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.95% | +0.25% | -0.11% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | -0.13% | +1.04% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | -0.27% | -0.16% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.88% | -0.01% | -0.35% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.86% | -0.02% | -2.16% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | -0.01% | +0.49% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.81% | -0.05% | -2.38% | |
| 25 | AMGN | Amgen Inc | 股票-医疗保健 | 0.81% | -0.12% | -0.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.07% | +3.47% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.77% | -0.18% | -1.24% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.37% | -3.18% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.75% | -0.19% | +1.47% | |
| 30 | URTH | Ishares Msci World ETF | ETF-其他 | 0.72% | +0.15% | -8.91% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.70% | -0.07% | -0.35% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.36% | +0.79% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.10% | +0.40% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | — | +1.15% | |
| 35 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.63% | -0.04% | +0.30% | |
| 36 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.60% | -0.05% | +21.43% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.58% | -0.04% | +1.00% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | — | +10.48% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.54% | -0.06% | +1.83% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.50% | -0.11% | +2.72% | |
| 41 | HON | Honeywell International Inc | 股票-工业 | 0.50% | -0.60% | EXIT | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.24% | +0.82% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.45% | +0.47% | +33.50% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.44% | -0.01% | +1.89% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +0.61% | -0.67% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | -0.06% | +1.42% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.03% | -7.76% | |
| 48 | NFLX | Netflix Inc | 股票-通信服务 | 0.44% | -0.17% | +912.92% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.43% | -0.02% | -4.08% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.42% | -0.09% | +0.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | +5.92% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.63% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.4% | +1.12% | 加仓 |
| 4 | AAPL | Apple Inc | +0.2% | +1.23% | 加仓 |
| 5 | CAT | Caterpillar Inc | +0.2% | -0.20% | 减仓 |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +21.43% | 加仓 |
| 7 | MU | Micron Technology Inc | +0.2% | +6.54% | 加仓 |
| 8 | GS | Goldman Sachs Group Inc | +0.1% | -0.34% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.1% | +1.94% | 加仓 |
| 10 | BND | Vanguard Total Bond Market | +0.1% | +33.50% | 加仓 |
| 11 | NEE | Nextera Energy Inc | +0.1% | +35.17% | 加仓 |
| 12 | BNY | Bank Of New York Mellon CORP | +0.1% | +43.80% | 加仓 |
| 13 | AMGN | Amgen Inc | +0.1% | -0.18% | 减仓 |
| 14 | AMD | Advanced Micro Devices | +0.1% | -0.67% | 减仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +1.04% | 加仓 |
| 16 | AXP | American Express Co | +0.1% | -0.38% | 减仓 |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +1.84% | 加仓 |
| 18 | ACN | Accenture plc | +0.1% | +26.08% | 加仓 |
| 19 | CRM | Salesforce Inc | +0.1% | -1.24% | 减仓 |
| 20 | WMT | Walmart Inc | +0.1% | +1.47% | 加仓 |
| 21 | CEG | Constellation Energy | +0.1% | +26.98% | 加仓 |
| 22 | LRCX | Lam Research CORP | +0.1% | +3.41% | 加仓 |
| 23 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +14.12% | 加仓 |
| 24 | CSCO | Cisco Systems Inc | 0% | +0.82% | 加仓 |
| 25 | PLD | Prologis Inc | 0% | +4.79% | 加仓 |
| 26 | AMAT | Applied Materials Inc | 0% | +1.46% | 加仓 |
| 27 | ARES | Ares Management CORP - A | 0% | +31.61% | 加仓 |
| 28 | AVGO | Broadcom Inc | 0% | -0.68% | 减仓 |
| 29 | XOM | Exxon Mobil CORP | 0% | +0.79% | 加仓 |
| 30 | ABBV | Abbvie Inc | 0% | +10.48% | 加仓 |
| 31 | BAC | Bank Of America CORP | 0% | +1.15% | 加仓 |
| 32 | ETN | Eaton Corporation plc | -0.1% | -1.34% | 减仓 |
| 33 | MSTR | Strategy Inc | -0.1% | +15.77% | 加仓 |
| 34 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | -11.65% | 减仓 |
| 35 | ZTS | Zoetis Inc | -0.1% | -46.69% | 减仓 |
| 36 | WMB | Williams Cos Inc | -0.1% | -13.30% | 减仓 |
| 37 | MDLZ | Mondelez International Inc-a | -0.1% | -32.79% | 减仓 |
| 38 | URTH | Ishares Msci World ETF | -0.1% | -8.91% | 减仓 |
| 39 | SHW | Sherwin-williams Co/the | -0.1% | -0.35% | 减仓 |
| 40 | IDXX | Idexx Laboratories Inc | -0.1% | -57.09% | 减仓 |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | -17.42% | 减仓 |
| 42 | FISV | Fiserv Inc | -0.1% | -48.87% | 减仓 |
| 43 | V | Visa Inc-class A Shares | -0.1% | -7.29% | 减仓 |
| 44 | NFLX | Netflix Inc | -0.1% | +912.92% | 加仓 |
| 45 | IAU | Ishares Gold Trust | -0.1% | -59.60% | 减仓 |
| 46 | META | Meta Platforms Inc-class A | -0.2% | +3.32% | 加仓 |
| 47 | HD | Home Depot Inc | -0.3% | -2.13% | 减仓 |
| 48 | ORCL | Oracle CORP | -0.3% | -7.76% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.4% | +1.50% | 加仓 |
| 50 | FIX | Comfort Systems USA Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Sumitomo Mitsui DS Asset Management Company, Ltd 在 Q4 2025 季度的美股持仓总市值约为 US$144.9亿，共申报了 770 个公开持股仓位。
在 Q4 2025 季度，Sumitomo Mitsui DS Asset Management Company, Ltd 按市值排列的前三大核心持股分别为：NVDA (6.0%)、MSFT (5.1%)、AAPL (4.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.0% 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
FIX
市值: US$1287.9万
本季最大获利了结 / 清仓标的
AVGO
前期市值: US$2.5亿
在 Q4 2025 季度中，Sumitomo Mitsui DS Asset Management Company, Ltd 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 27 个仓位、减仓 22 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 FIX。
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。