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: 0001637689
申报总市值
US$241.5亿
US$241.5亿
1381 檔
20.9%
Swiss Life Asset Management Ltd 在 Q4 2025 季度的美股仓位总计估值为 US$241.5亿，分散于 1381 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Swiss Life Asset Management Ltd 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 110 档、减仓 86 档与清仓 3 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，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 20.9%，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 1381 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 | 8.00% | -0.34% | -1.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.31% | -0.47% | +1.61% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.36% | +0.06% | -4.21% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.44% | +0.19% | +1.05% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.58% | +0.07% | -5.18% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.55% | +0.05% | -0.14% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.38% | -0.24% | +0.47% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.06% | +0.64% | -18.30% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.99% | — | +0.72% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.69% | +0.24% | +2.17% | |
| 11 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.24% | -0.51% | +2.62% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | -0.24% | -10.95% | |
| 13 | MO | Altria Group Inc | 股票-非周期性消费 | 1.16% | -0.16% | -15.39% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.04% | +11.80% | |
| 15 | PFE | Pfizer Inc | 股票-医疗保健 | 0.87% | -0.32% | +19.96% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.07% | +6.99% | |
| 17 | CME | Cme Group Inc | 股票-金融 | 0.75% | -0.37% | -25.59% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | -0.01% | -27.91% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.70% | -0.16% | +8.49% | |
| 20 | MS | Morgan Stanley | 股票-金融 | 0.69% | +0.03% | +2.79% | |
| 21 | BX | Blackstone Inc | 股票-金融 | 0.69% | -0.09% | +47.21% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.22% | +13.27% | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 0.66% | +0.56% | +38.97% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.65% | -0.12% | +5.21% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | -0.03% | -25.27% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.64% | +0.07% | +30.94% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 0.64% | -0.25% | +903.54% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.63% | -0.08% | -18.76% | |
| 29 | BLK | Blackrock Inc | 股票-金融 | 0.59% | -0.15% | -8.29% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 0.59% | -0.04% | -0.19% | |
| 31 | OKE | Oneok Inc | 股票-能源 | 0.57% | -0.17% | +219.55% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.55% | -0.11% | +7.60% | |
| 33 | GE | General Electric | 股票-工业 | 0.54% | +0.21% | -21.72% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.52% | +0.15% | -1.11% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工业 | 0.52% | -0.06% | -14.30% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.14% | +9.21% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.33% | -7.99% | |
| 38 | PAYX | Paychex Inc | 股票-科技 | 0.49% | -0.08% | +31.96% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.49% | +0.08% | +10.07% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.49% | -0.02% | +90.43% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.05% | -5.48% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | +0.76% | +11.63% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.46% | +0.17% | NEW | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.27% | -13.18% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.43% | -0.03% | +9.00% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +8.91% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | +0.01% | -3.43% | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.39% | +0.26% | NEW | |
| 49 | INTU | Intuit Inc | 股票-科技 | 0.37% | -0.15% | +4.16% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +0.82% | +56.45% |
| # | 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 | +0.7% | +1.05% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -0.14% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.5% | +2.17% | 加仓 |
| 4 | OKE | Oneok Inc | +0.4% | +219.55% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.3% | +38.97% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.2% | +56.45% | 加仓 |
| 7 | RF | Regions Financial CORP | +0.2% | +244.43% | 加仓 |
| 8 | PCAR | Paccar Inc | +0.2% | +118.17% | 加仓 |
| 9 | ADP | Automatic Data Processing | +0.2% | +90.43% | 加仓 |
| 10 | KMB | Kimberly-clark CORP | +0.2% | +227.86% | 加仓 |
| 11 | 6D8 | Dupont De Nemours Inc | +0.2% | +1519.93% | 加仓 |
| 12 | OMC | Omnicom Group | +0.2% | +901.36% | 加仓 |
| 13 | BX | Blackstone Inc | +0.2% | +47.21% | 加仓 |
| 14 | AMD | Advanced Micro Devices | +0.2% | +11.63% | 加仓 |
| 15 | APP | Applovin Corp-class A | +0.2% | +154.44% | 加仓 |
| 16 | KHC | Kraft Heinz Co/the | +0.2% | +148.39% | 加仓 |
| 17 | EIX | Edison International | +0.2% | +275.21% | 加仓 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +5.21% | 加仓 |
| 19 | AMCR | Amcor plc | +0.1% | +234.32% | 加仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +13.27% | 加仓 |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | +30.94% | 加仓 |
| 22 | D | Dominion Energy Inc | +0.1% | +62.90% | 加仓 |
| 23 | APH | Amphenol Corp-cl A | +0.1% | +50.08% | 加仓 |
| 24 | V | Visa Inc-class A Shares | +0.1% | +11.80% | 加仓 |
| 25 | PFE | Pfizer Inc | +0.1% | +19.96% | 加仓 |
| 26 | RTX | Rtx CORP | +0.1% | +64.79% | 加仓 |
| 27 | KEY | Keycorp | +0.1% | +72.41% | 加仓 |
| 28 | AXP | American Express Co | +0.1% | +34.05% | 加仓 |
| 29 | ACN | Accenture plc | +0.1% | +12.04% | 加仓 |
| 30 | CAG | Conagra Brands Inc | +0.1% | +491.90% | 加仓 |
| 31 | MS | Morgan Stanley | +0.1% | +2.79% | 加仓 |
| 32 | CAT | Caterpillar Inc | +0.1% | -1.11% | 减仓 |
| 33 | WMT | Walmart Inc | +0.1% | +7.60% | 加仓 |
| 34 | GS | Goldman Sachs Group Inc | +0.1% | +26.75% | 加仓 |
| 35 | GD | General Dynamics CORP | +0.1% | +183.00% | 加仓 |
| 36 | PAYX | Paychex Inc | +0.1% | +31.96% | 加仓 |
| 37 | T | At&t Inc | +0.1% | +82.14% | 加仓 |
| 38 | GPC | Genuine Parts Co | +0.1% | +103.11% | 加仓 |
| 39 | HOOD | Robinhood Markets Inc - A | +0.1% | +107.83% | 加仓 |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | +6.99% | 加仓 |
| 41 | BMY | Bristol-myers Squibb Co | +0.1% | +3.27% | 加仓 |
| 42 | FIX | Comfort Systems USA Inc | +0.1% | +713.10% | 加仓 |
| 43 | ISRG | Intuitive Surgical Inc | +0.1% | +7.83% | 加仓 |
| 44 | KO | Coca-cola Co/the | +0.1% | +9.00% | 加仓 |
| 45 | DASH | Doordash Inc - A | +0.1% | +124.17% | 加仓 |
| 46 | MA | Mastercard Inc - A | 0% | +8.49% | 加仓 |
| 47 | TGT | Target CORP | 0% | +29.62% | 加仓 |
| 48 | IP | International Paper Co | 0% | +175.87% | 加仓 |
| 49 | VRTX | Vertex Pharmaceuticals Inc | 0% | +14.19% | 加仓 |
| 50 | IDXX | Idexx Laboratories Inc | 0% | +37.34% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Swiss Life Asset Management Ltd 在 Q4 2025 季度的美股持仓总市值约为 US$241.5亿，共申报了 1381 个公开持股仓位。
在 Q4 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 (8.0%)、MSFT (6.3%)、AAPL (5.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.0% 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。
本季最大获利了结 / 清仓标的
IPG
前期市值: US$2881.6万
在 Q4 2025 季度中，Swiss Life Asset Management Ltd 共进行了 199 项持仓异动，包含新建仓 0 个仓位、加仓 110 个仓位、减仓 86 个仓位以及清仓 3 个仓位。 本季清仓仓位包含 IPG。
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。