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: 0001637689
申报总市值
US$241.5亿
US$241.5亿
874 檔
17.7%
在 Q2 2025 申报期间，Swiss Life Asset Management Ltd（CIK: 0001637689）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$241.5亿，共持有 874 个公开申报仓位。
在 Q2 2025，Swiss Life Asset Management Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 151 个既有持股进行加仓（合计增持 154 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Swiss Life Asset Management 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 17.7%，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 874 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 | 7.53% | -0.34% | +7.93% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.00% | -0.47% | +8.90% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.76% | +0.06% | +17.40% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.00% | -0.24% | +34.66% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.89% | +0.07% | +4.94% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.26% | +0.64% | +4.01% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.11% | +0.19% | +20.99% | |
| 8 | MO | Altria Group Inc | 股票-非周期性消费 | 1.62% | -0.16% | +1.66% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.58% | +0.05% | +19.21% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.51% | — | +0.81% | |
| 11 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.50% | -0.51% | +0.55% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.32% | +0.24% | +30.30% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.19% | -0.37% | +0.84% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | -0.24% | +22.94% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.04% | +60.00% | |
| 16 | NFLX | Netflix Inc | 股票-通信服务 | 1.02% | -0.25% | +54.23% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | -0.03% | -4.31% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.96% | -0.01% | -2.06% | |
| 19 | PFE | Pfizer Inc | 股票-医疗保健 | 0.83% | -0.32% | +2.52% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.07% | +8.19% | |
| 21 | PM | Philip Morris International | 股票-非周期性消费 | 0.82% | — | +9.80% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 0.72% | -0.15% | +9.44% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 0.71% | -0.04% | +3.34% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工业 | 0.70% | -0.06% | +6.34% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | -0.16% | +57.28% | |
| 26 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.65% | -0.08% | +10.81% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.22% | +19.37% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.05% | +3.05% | |
| 29 | GE | General Electric | 股票-工业 | 0.63% | +0.21% | +44.43% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.61% | +0.03% | +1.42% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.60% | +0.08% | +13.25% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | +0.01% | +69.11% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.33% | +1.55% | |
| 34 | PAYX | Paychex Inc | 股票-科技 | 0.56% | -0.08% | +6.09% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | -0.14% | +38.22% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.27% | +15.11% | |
| 37 | BX | Blackstone Inc | 股票-金融 | 0.53% | -0.09% | +3.15% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.52% | -0.11% | +69.00% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.52% | -0.12% | +37.62% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.50% | +0.07% | +46.52% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.50% | -0.15% | +17.58% | |
| 42 | NOW | Servicenow Inc | 股票-科技 | 0.48% | -0.07% | -1.42% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.47% | +0.04% | +29.89% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | +38.93% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | -0.03% | +53.71% | |
| 46 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.44% | -0.03% | +5.24% | |
| 47 | MDT | Medtronic plc | 股票-医疗保健 | 0.44% | +0.26% | NEW | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.44% | +0.17% | NEW | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 0.44% | -0.07% | -4.96% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | -0.09% | -0.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +7.93% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1% | +8.90% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.9% | +34.66% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.6% | +4.01% | 加仓 |
| 5 | NFLX | Netflix Inc | +0.5% | +54.23% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.3% | +60.00% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +20.99% | 加仓 |
| 8 | GE | General Electric | +0.2% | +44.43% | 加仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +10.81% | 加仓 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +69.11% | 加仓 |
| 11 | WMT | Walmart Inc | +0.2% | +69.00% | 加仓 |
| 12 | MA | Mastercard Inc - A | +0.2% | +57.28% | 加仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +19.21% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.2% | +3.05% | 加仓 |
| 15 | UBER | Uber Technologies Inc | +0.1% | +46.03% | 加仓 |
| 16 | ABT | Abbott Laboratories | +0.1% | +131.90% | 加仓 |
| 17 | GEV | GE Vernova Inc | +0.1% | +10.52% | 加仓 |
| 18 | LRCX | Lam Research CORP | +0.1% | +30.97% | 加仓 |
| 19 | KLAC | Kla CORP | +0.1% | +44.65% | 加仓 |
| 20 | INTU | Intuit Inc | +0.1% | +17.58% | 加仓 |
| 21 | CAT | Caterpillar Inc | +0.1% | +34.41% | 加仓 |
| 22 | APH | Amphenol Corp-cl A | +0.1% | +120.87% | 加仓 |
| 23 | KO | Coca-cola Co/the | +0.1% | +53.71% | 加仓 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +14.76% | 加仓 |
| 25 | AMAT | Applied Materials Inc | +0.1% | +23.49% | 加仓 |
| 26 | ISRG | Intuitive Surgical Inc | +0.1% | +88.57% | 加仓 |
| 27 | STN | Stantec Inc | +0.1% | +330.05% | 加仓 |
| 28 | HOOD | Robinhood Markets Inc - A | +0.1% | +237.44% | 加仓 |
| 29 | ANET | Arista Networks Inc | +0.1% | +37.42% | 加仓 |
| 30 | CEG | Constellation Energy | +0.1% | +19.31% | 加仓 |
| 31 | PRGS | Progress Software CORP | +0.1% | +293.13% | 加仓 |
| 32 | HON | Honeywell International Inc | +0.1% | +174.58% | 加仓 |
| 33 | HWM | Howmet Aerospace Inc | +0.1% | +132.58% | 加仓 |
| 34 | FTNT | Fortinet Inc | +0.1% | +160.75% | 加仓 |
| 35 | CSCO | Cisco Systems Inc | +0.1% | +19.37% | 加仓 |
| 36 | ADBE | Adobe Inc | +0.1% | +46.50% | 加仓 |
| 37 | LIN | Linde plc | +0.1% | +50.62% | 加仓 |
| 38 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +5.32% | 加仓 |
| 39 | STX | Seagate Technology Holdings plc | +0.1% | +1.46% | 加仓 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +95.58% | 加仓 |
| 41 | CTAS | Cintas CORP | +0.1% | +59.90% | 加仓 |
| 42 | NKE | Nike Inc -cl B | +0.1% | +84.04% | 加仓 |
| 43 | GWW | Ww Grainger Inc | +0.1% | +106.97% | 加仓 |
| 44 | MNST | Monster Beverage CORP | +0.1% | +173.31% | 加仓 |
| 45 | QCOM | Qualcomm Inc | 0% | +29.89% | 加仓 |
| 46 | ADI | Analog Devices Inc | 0% | +19.64% | 加仓 |
| 47 | CDNS | Cadence Design Sys Inc | 0% | +27.65% | 加仓 |
| 48 | COF | Capital One Financial CORP | 0% | +60.29% | 加仓 |
| 49 | CVNA | Carvana Co | 0% | +230.61% | 加仓 |
| 50 | HAL | Halliburton Co | 0% | +361.32% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Swiss Life Asset Management Ltd 在 Q2 2025 季度的美股持仓总市值约为 US$241.5亿，共申报了 874 个公开持股仓位。
在 Q2 2025 季度，Swiss Life Asset Management Ltd 按市值排列的前三大核心持股分别为：NVDA (7.5%)、MSFT (7.0%)、AAPL (4.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.5% 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
DOCS
市值: US$1271.8万
本季最大获利了结 / 清仓标的
EEM
前期市值: US$2.2亿
在 Q2 2025 季度中，Swiss Life Asset Management Ltd 共进行了 200 项持仓异动，包含新建仓 3 个仓位、加仓 151 个仓位、减仓 44 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 DOCS。 本季清仓仓位包含 EEM。
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。