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: 0001699080
申报总市值
US$10.6亿
US$10.6亿
251 檔
88.8%
根据最新整理的 13F 季度数据集，Synergy Asset Management, LLC 于 Q3 2025 结束时的管理资产规模为 US$10.6亿。该机构在本季度申报了 251 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Synergy Asset Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 16 个新仓位，并对 29 个既有持股进行加仓（合计增持 45 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Synergy Asset Management, LLC 的前 5 大核心持股（包含 MSFT, NVDA, BIL 等）合计占整体申报市值的 88.8%，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 251 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 | MSFT | Microsoft CORP | 股票-科技 | 11.34% | +0.80% | +289.85% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.52% | +0.89% | +279.67% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 6.24% | -8.58% | +194.69% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 6.21% | -0.56% | +287.03% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.78% | +0.08% | +281.75% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.02% | -0.59% | +104.56% | |
| 7 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.72% | -0.11% | +232.01% | |
| 8 | TSLA | Tesla Inc | 股票-周期性消费 | 2.45% | +0.17% | +127.16% | |
| 9 | CFG | Citizens Financial Group | 股票-金融 | 2.19% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.14% | +0.71% | +42.15% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.14% | -0.01% | +400.33% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.05% | +0.60% | +78.55% | |
| 13 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.75% | -0.18% | +3493.03% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.53% | +0.05% | +101.92% | |
| 15 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.47% | — | +100.00% | |
| 16 | IRDM | Iridium Communications Inc | 股票-通信服务 | 1.45% | — | +100.00% | |
| 17 | CORT | Corcept Therapeutics Inc | 股票-医疗保健 | 1.43% | — | +96.08% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.42% | +0.14% | +248.99% | |
| 19 | NEM | Newmont CORP | 股票-原材料 | 1.38% | +0.02% | NEW | |
| 20 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 1.34% | — | +100.00% | |
| 21 | LDOS | Leidos Holdings Inc | 股票-科技 | 1.33% | — | +100.00% | |
| 22 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.22% | -0.06% | +63.18% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 1.13% | — | — | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.09% | -1.19% | +722.69% | |
| 25 | HON | Honeywell International Inc | 股票-工业 | 0.98% | — | +226.17% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.93% | +3.75% | +456.61% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | -1.12% | +2.73% | |
| 28 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.91% | — | — | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 0.89% | +0.03% | +253.56% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 0.81% | -0.08% | +100.00% | |
| 31 | COP | Conocophillips | 股票-能源 | 0.66% | -0.09% | +1072.12% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | +0.18% | +188.30% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | -0.06% | +244.75% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | +0.75% | +6203.40% | |
| 35 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.59% | -0.06% | — | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.55% | — | +196.10% | |
| 37 | GAUG | Ft Vest US Equity Moderate B | ETF-其他 | 0.53% | — | +100.00% | |
| 38 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.53% | — | +272.72% | |
| 39 | MU | Micron Technology Inc | 股票-科技 | 0.53% | +1.52% | — | |
| 40 | GL | Globe Life Inc | 股票-金融 | 0.52% | -0.02% | +1022.68% | |
| 41 | LRCX | Lam Research CORP | 股票-科技 | 0.49% | +0.71% | — | |
| 42 | SPGI | S&p Global Inc | 股票-金融 | 0.49% | — | +103.51% | |
| 43 | O | Realty Income CORP | 股票-房地产 | 0.46% | +0.34% | NEW | |
| 44 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.46% | -0.35% | EXIT | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.45% | — | +123.11% | |
| 46 | GE | General Electric | 股票-工业 | 0.40% | +0.17% | +122.68% | |
| 47 | ES | Eversource Energy | 股票-公用事业 | 0.39% | -0.05% | EXIT | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | -0.02% | — | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.39% | -0.16% | +293.19% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.38% | +0.37% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.9% | +289.85% | 加仓 |
| 2 | NVDA | Nvidia CORP | +2.5% | +279.67% | 加仓 |
| 3 | BSX | Boston Scientific CORP | +1.6% | +3493.03% | 加仓 |
| 4 | ELV | Elevance Health Inc | +1.4% | +100.00% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +1.4% | +281.75% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +1.1% | +101.92% | 加仓 |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +0.7% | +287.03% | 加仓 |
| 8 | ABBV | Abbvie Inc | +0.7% | +456.61% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.6% | +722.69% | 加仓 |
| 10 | V | Visa Inc-class A Shares | +0.6% | +6203.40% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.5% | +127.16% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +400.33% | 加仓 |
| 13 | COP | Conocophillips | +0.5% | +1072.12% | 加仓 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +248.99% | 加仓 |
| 15 | WFC | Wells Fargo & Co | +0.3% | — | 加仓 |
| 16 | GAUG | Ft Vest US Equity Moderate B | +0.2% | +100.00% | 加仓 |
| 17 | AGG | Ishares Core U.s. Aggregate | +0.1% | +244.75% | 加仓 |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +194.69% | 加仓 |
| 19 | ETN | Eaton Corporation plc | +0.1% | +253.56% | 加仓 |
| 20 | HON | Honeywell International Inc | 0% | +226.17% | 加仓 |
| 21 | CSCO | Cisco Systems Inc | 0% | +188.30% | 加仓 |
| 22 | MDT | Medtronic plc | -0.3% | +100.00% | 加仓 |
| 23 | AVGO | Broadcom Inc | -0.5% | +2.73% | 加仓 |
| 24 | KO | Coca-cola Co/the | -0.6% | +232.01% | 加仓 |
| 25 | CORT | Corcept Therapeutics Inc | -1% | +96.08% | 加仓 |
| 26 | LDOS | Leidos Holdings Inc | -1.1% | +100.00% | 加仓 |
| 27 | GOOGL | Alphabet Inc-cl A | -1.2% | +42.15% | 加仓 |
| 28 | GILD | Gilead Sciences Inc | -1.5% | +100.00% | 减仓 |
| 29 | AMZN | Amazon.com Inc | -1.6% | +78.55% | 加仓 |
| 30 | AAPL | Apple Inc | -1.9% | +104.56% | 加仓 |
| 31 | PG | Procter & Gamble Co/the | -1.9% | +574.04% | 减仓 |
| 32 | SLB | Slb LTD | -2.2% | +100.00% | 减仓 |
| 33 | CFG | Citizens Financial Group | — | NEW | 新建仓 |
| 34 | IRDM | Iridium Communications Inc | — | NEW | 新建仓 |
| 35 | NEM | Newmont CORP | — | NEW | 新建仓 |
| 36 | DOCS | Doximity Inc-class A | — | NEW | 新建仓 |
| 37 | UNP | Union Pacific CORP | — | NEW | 新建仓 |
| 38 | TDY | Teledyne Technologies Inc | — | NEW | 新建仓 |
| 39 | TMUS | T-mobile US Inc | — | NEW | 新建仓 |
| 40 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建仓 |
| 41 | GPC | Genuine Parts Co | — | NEW | 新建仓 |
| 42 | MU | Micron Technology Inc | — | NEW | 新建仓 |
| 43 | ADBE | Adobe Inc | — | EXIT | 清仓 |
| 44 | GL | Globe Life Inc | — | NEW | 新建仓 |
| 45 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 46 | RIO | Rio Tinto Plc-spon Adr | — | NEW | 新建仓 |
| 47 | RSG | Republic Services Inc | — | EXIT | 清仓 |
| 48 | ES | Eversource Energy | — | NEW | 新建仓 |
| 49 | EVRG | Evergy Inc | — | NEW | 新建仓 |
| 50 | MRSH | Marsh & Mclennan Cos | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Synergy Asset Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$10.6亿，共申报了 251 个公开持股仓位。
在 Q3 2025 季度，Synergy Asset Management, LLC 按市值排列的前三大核心持股分别为：MSFT (11.3%)、NVDA (6.5%)、BIL (6.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 11.3% 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
CFG
市值: US$6043.4万
本季最大获利了结 / 清仓标的
ADBE
前期市值: US$1451.0万
在 Q3 2025 季度中，Synergy Asset Management, LLC 共进行了 50 项持仓异动，包含新建仓 16 个仓位、加仓 29 个仓位、减仓 3 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CFG。 本季清仓仓位包含 ADBE。
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。