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: 0001697953
申报总市值
US$18.3亿
US$18.3亿
476 檔
39.9%
在 Q4 2025 申报期间，Summit Global Investments（CIK: 0001697953）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$18.3亿，共持有 476 个公开申报仓位。
在 Q4 2025，Summit Global Investments 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Summit Global Investments 的前 5 大核心持股（包含 USDX, LDRX, SGLC 等）合计占整体申报市值的 39.9%，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 476 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 | USDX | Sgi Enhanced Core ETF | ETF-其他 | 18.12% | -2.75% | +1.98% | |
| 2 | LDRX | Sgi Enhanced Market Lea ETF | ETF-其他 | 11.59% | +1.36% | -0.86% | |
| 3 | SGLC | Sgi US Large Cap Core ETF | ETF-大型股与成长 | 5.47% | +1.22% | +11.35% | |
| 4 | GINX | Sgi Enh Gl Inc ETF | ETF-其他 | 4.27% | +0.15% | -12.84% | |
| 5 | DYTA | Sgi Dynamic Tactical ETF | ETF-其他 | 3.68% | +0.48% | +0.43% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.62% | -0.14% | +1.34% | |
| 7 | QXQ | Sgi Enhanced Nasdaq 100 ETF | ETF-科技型 | 3.19% | +1.03% | +47.08% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.81% | +0.08% | +44.15% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.71% | -0.31% | +12.47% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | -0.29% | +351.72% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.35% | +0.06% | +43.88% | |
| 12 | TSLA | Tesla Inc | 股票-周期性消费 | 1.30% | -0.05% | +30.90% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | -0.18% | -6.87% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | -0.15% | +17.44% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | -0.14% | +5.56% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.74% | -0.06% | +12.03% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | +0.09% | +2.30% | |
| 18 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.68% | -0.04% | -29.87% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.65% | -0.27% | -36.04% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.59% | -0.15% | +95.72% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 0.58% | — | +162.80% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.19% | -24.46% | |
| 23 | NEM | Newmont CORP | 股票-原材料 | 0.52% | -0.14% | +103.25% | |
| 24 | PGR | Progressive CORP | 股票-金融 | 0.45% | +0.01% | -33.97% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.45% | +0.02% | +43.98% | |
| 26 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.45% | -0.19% | -49.95% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.44% | -0.11% | -46.26% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.44% | +0.03% | +1347.15% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 0.42% | -0.27% | -31.64% | |
| 30 | DTE | Dte Energy Company | 股票-公用事业 | 0.41% | -0.09% | +37.82% | |
| 31 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.40% | +0.05% | -27.45% | |
| 32 | ANET | Arista Networks Inc | 股票-科技 | 0.39% | +0.03% | -45.70% | |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.38% | — | +2.97% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | -0.05% | +32.50% | |
| 35 | INCY | Incyte CORP | 股票-医疗保健 | 0.36% | +0.03% | -40.73% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.35% | -0.01% | -0.72% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.34% | +0.04% | +2.31% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.34% | +0.08% | -30.43% | |
| 39 | CMS | Cms Energy CORP | 股票-公用事业 | 0.32% | -0.17% | -30.97% | |
| 40 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.31% | +0.01% | -59.16% | |
| 41 | EBND | State Street Spdr Bloomberg | ETF-其他 | 0.30% | -0.01% | +1.53% | |
| 42 | EVRG | Evergy Inc | 股票-公用事业 | 0.28% | — | +60.54% | |
| 43 | BMRN | Biomarin Pharmaceutical Inc | 股票-医疗保健 | 0.28% | -0.16% | -33.01% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | -0.11% | +891.23% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.26% | +0.01% | +5.59% | |
| 46 | VRSN | Verisign Inc | 股票-科技 | 0.25% | -0.02% | -29.94% | |
| 47 | COR | Cencora Inc | 股票-医疗保健 | 0.25% | -0.05% | +68.90% | |
| 48 | ADBE | Adobe Inc | 股票-科技 | 0.25% | -0.03% | -6.06% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | -0.14% | -41.38% | |
| 50 | MCK | Mckesson CORP | 股票-医疗保健 | 0.24% | -0.07% | -36.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +351.72% | 加仓 |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1% | +44.15% | 加仓 |
| 3 | SGLC | Sgi US Large Cap Core ETF | +0.8% | +11.35% | 加仓 |
| 4 | QXQ | Sgi Enhanced Nasdaq 100 ETF | +0.8% | +47.08% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.5% | +162.80% | 加仓 |
| 6 | USDX | Sgi Enhanced Core ETF | +0.4% | +1.98% | 加仓 |
| 7 | SPEM | State Street Sp Ptf Em ETF | +0.4% | +43.88% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.4% | +1347.15% | 加仓 |
| 9 | LDRX | Sgi Enhanced Market Lea ETF | +0.4% | -0.86% | 减仓 |
| 10 | TSLA | Tesla Inc | +0.3% | +30.90% | 加仓 |
| 11 | NEM | Newmont CORP | +0.3% | +103.25% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.3% | +95.72% | 加仓 |
| 13 | AAPL | Apple Inc | +0.3% | +12.47% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.56% | 加仓 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +891.23% | 加仓 |
| 16 | LLY | Eli Lilly & Co | +0.2% | +2.30% | 加仓 |
| 17 | CMS | Cms Energy CORP | -0.2% | -30.97% | 减仓 |
| 18 | MSFT | Microsoft CORP | -0.2% | -6.87% | 减仓 |
| 19 | MA | Mastercard Inc - A | -0.2% | -24.46% | 减仓 |
| 20 | VLTO | Veralto CORP | -0.2% | -85.97% | 减仓 |
| 21 | WFC | Wells Fargo & Co | -0.2% | -73.91% | 减仓 |
| 22 | CMCSA | Comcast Corp-class A | -0.2% | -64.00% | 减仓 |
| 23 | REGN | Regeneron Pharmaceuticals | -0.2% | -49.95% | 减仓 |
| 24 | UTHR | United Therapeutics CORP | -0.2% | -58.98% | 减仓 |
| 25 | MRK | Merck & Co. Inc. | -0.2% | -46.26% | 减仓 |
| 26 | UNP | Union Pacific CORP | -0.2% | -82.75% | 减仓 |
| 27 | CAH | Cardinal Health Inc | -0.3% | -59.16% | 减仓 |
| 28 | INTC | Intel CORP | -0.3% | -87.86% | 减仓 |
| 29 | ADP | Automatic Data Processing | -0.3% | -31.64% | 减仓 |
| 30 | TSN | Tyson Foods Inc-cl A | -0.3% | -69.16% | 减仓 |
| 31 | PGR | Progressive CORP | -0.3% | -33.97% | 减仓 |
| 32 | SPG | Simon Property Group Inc | -0.3% | -61.50% | 减仓 |
| 33 | APH | Amphenol Corp-cl A | -0.3% | -63.46% | 减仓 |
| 34 | CL | Colgate-palmolive Co | -0.3% | -29.87% | 减仓 |
| 35 | TMUS | T-mobile US Inc | -0.3% | -71.72% | 减仓 |
| 36 | GINX | Sgi Enh Gl Inc ETF | -0.3% | -12.84% | 减仓 |
| 37 | PEP | Pepsico Inc | -0.3% | -36.04% | 减仓 |
| 38 | WMT | Walmart Inc | -0.4% | -88.80% | 减仓 |
| 39 | ANET | Arista Networks Inc | -0.4% | -45.70% | 减仓 |
| 40 | NI | Nisource Inc | -0.4% | -65.32% | 减仓 |
| 41 | ZM | Zoom Communications Inc | -0.5% | -85.48% | 减仓 |
| 42 | HD | Home Depot Inc | -0.6% | -72.87% | 减仓 |
| 43 | ORCL | Oracle CORP | -0.6% | -81.91% | 减仓 |
| 44 | PAYX | Paychex Inc | — | EXIT | 清仓 |
| 45 | YUM | Yum! Brands Inc | — | EXIT | 清仓 |
| 46 | EA | Electronic Arts Inc | — | EXIT | 清仓 |
| 47 | CBRE | Cbre Group Inc - A | — | NEW | 新建仓 |
| 48 | INFY | Infosys Ltd-sp Adr | — | NEW | 新建仓 |
| 49 | UL | Unilever PLC | — | EXIT | 清仓 |
| 50 | ED | Consolidated Edison Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Summit Global Investments 在 Q4 2025 季度的美股持仓总市值约为 US$18.3亿，共申报了 476 个公开持股仓位。
在 Q4 2025 季度，Summit Global Investments 按市值排列的前三大核心持股分别为：USDX (18.1%)、LDRX (11.6%)、SGLC (5.5%)。其中最大持股仓位 USDX 占据整体投资组合约 18.1% 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
CBRE
市值: US$325.5万
本季最大获利了结 / 清仓标的
PAYX
前期市值: US$610.3万
在 Q4 2025 季度中，Summit Global Investments 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 15 个仓位、减仓 28 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 CBRE。 本季清仓仓位包含 PAYX。
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。