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: 0000098758
申报总市值
US$7.4亿
US$7.4亿
99 檔
17.8%
在 Q3 2025 的 13F 官方备案中，Torray Investment Partners LLC 管理的美股投资组合规模来到 US$7.4亿，整体持股档数为 99 档。
Torray Investment Partners LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 17 个全新仓位及加仓 35 档持股的同时，亦同步清仓 19 档并减仓 37 档标的。
在资产配置集中度方面，Torray Investment Partners LLC 的前 5 大核心持股（包含 AVGO, PSX, RPRX 等）合计占整体申报市值的 17.8%，反映机构在主要关键仓位上的权重分布。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 4.22% | +0.65% | -36.57% | |
| 2 | PSX | Phillips 66 | 股票-能源 | 3.85% | -1.08% | +3.01% | |
| 3 | RPRX | Royalty Pharma plc | 股票-医疗保健 | 3.36% | +0.01% | +2.05% | |
| 4 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 3.31% | -0.69% | — | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.19% | -0.19% | +6.93% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 3.19% | -0.03% | +3.22% | |
| 7 | BX | Blackstone Inc | 股票-金融 | 3.18% | +0.21% | +2.55% | |
| 8 | CNA | Cna Financial CORP | 股票-其他 | 3.17% | +0.25% | +18.84% | |
| 9 | TXN | Texas Instruments Inc | 股票-科技 | 2.85% | -0.80% | -13.26% | |
| 10 | AMGN | Amgen Inc | 股票-医疗保健 | 2.78% | +0.13% | +3.82% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.76% | -1.07% | +3.44% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.68% | +0.04% | NEW | |
| 13 | PFE | Pfizer Inc | 股票-医疗保健 | 2.60% | -0.41% | +15.69% | |
| 14 | AXP | American Express Co | 股票-金融 | 2.60% | — | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | -2.40% | -3.14% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.44% | +0.09% | — | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.34% | -0.43% | — | |
| 18 | PLD | Prologis Inc | 股票-房地产 | 2.33% | -0.14% | +7.55% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 2.32% | — | +5.73% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.23% | — | -3.80% | |
| 21 | EQIX | Equinix Inc | 股票-房地产 | 2.23% | — | — | |
| 22 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 2.20% | — | +4.34% | |
| 23 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.91% | -0.32% | — | |
| 24 | AAPL | Apple Inc | 股票-科技 | 1.85% | +0.04% | -3.91% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.68% | -0.01% | -33.94% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | -1.55% | -27.24% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.66% | +0.21% | -4.60% | |
| 28 | ETN | Eaton Corporation plc | 股票-工业 | 1.48% | — | -28.26% | |
| 29 | APH | Amphenol Corp-cl A | 股票-科技 | 1.37% | +0.24% | -15.20% | |
| 30 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.37% | -0.03% | -3.32% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.05% | +0.35% | -3.99% | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 1.03% | -0.15% | -3.30% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 1.03% | +0.55% | -4.43% | |
| 34 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.02% | -0.11% | +27.94% | |
| 35 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.97% | -0.08% | -5.08% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | +0.14% | -3.17% | |
| 37 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.88% | -0.02% | -18.62% | |
| 38 | LZAGY | Lonza Group Ag-unspon Adr | 股票-其他 | 0.88% | -0.04% | -3.42% | |
| 39 | CPRT | Copart Inc | 股票-工业 | 0.87% | — | -0.30% | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.86% | +0.01% | -3.70% | |
| 41 | CEG | Constellation Energy | 股票-公用事业 | 0.86% | -0.16% | -3.96% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.86% | -0.67% | -9.85% | |
| 43 | CNSWF | Constellation Software Inc | 股票-其他 | 0.84% | — | -4.71% | |
| 44 | FISV | Fiserv Inc | 股票-其他 | 0.80% | — | -1.90% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.78% | — | -1.78% | |
| 46 | TYL | Tyler Technologies Inc | 股票-科技 | 0.69% | — | -3.19% | |
| 47 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.60% | -0.09% | -2.65% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.57% | +0.02% | -1.37% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | -0.07% | — | |
| 50 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.49% | +0.10% | +29.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +2.5% | +2.55% | 加仓 |
| 2 | AVGO | Broadcom Inc | +2.4% | -36.57% | 加仓 |
| 3 | CNA | Cna Financial CORP | +2.4% | +18.84% | 加仓 |
| 4 | ABBV | Abbvie Inc | +2.4% | +6.93% | 加仓 |
| 5 | PFE | Pfizer Inc | +2.1% | +15.69% | 加仓 |
| 6 | PLD | Prologis Inc | +1.6% | +7.55% | 加仓 |
| 7 | PSX | Phillips 66 | +1.4% | +3.01% | 加仓 |
| 8 | UNH | Unitedhealth Group Inc | +1% | +15.75% | 加仓 |
| 9 | LEN-B | Lennar CORP - B Shs | +0.6% | +4.34% | 加仓 |
| 10 | APH | Amphenol Corp-cl A | +0.4% | -15.20% | 减仓 |
| 11 | MSFT | Microsoft CORP | +0.4% | -3.14% | 减仓 |
| 12 | BE | Bloom Energy Corp- A | +0.3% | -47.16% | 减仓 |
| 13 | AXP | American Express Co | +0.3% | — | 减仓 |
| 14 | KLAC | Kla CORP | +0.2% | -4.43% | 减仓 |
| 15 | MPWR | Monolithic Power Systems Inc | +0.2% | +29.57% | 加仓 |
| 16 | BWXT | Bwx Technologies Inc | +0.2% | +3.62% | 加仓 |
| 17 | TXN | Texas Instruments Inc | +0.1% | -13.26% | 加仓 |
| 18 | ✓ | +0.1% | +15.48% | 加仓 | |
| 19 | AMGN | Amgen Inc | +0.1% | +3.82% | 加仓 |
| 20 | CASY | Casey's General Stores Inc | +0.1% | -3.32% | 减仓 |
| 21 | HD | Home Depot Inc | +0.1% | +3.22% | 加仓 |
| 22 | NOW | Servicenow Inc | +0.1% | -3.30% | 加仓 |
| 23 | ENTG | Entegris Inc | +0.1% | +5.50% | 加仓 |
| 24 | MS | Morgan Stanley | +0.1% | -9.85% | 减仓 |
| 25 | FCN | Fti Consulting Inc | +0.1% | +57.49% | 加仓 |
| 26 | CEG | Constellation Energy | +0.1% | -3.96% | 减仓 |
| 27 | RBC | RBC Bearings Inc | +0.1% | +2.86% | 加仓 |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | -0.39% | 减仓 |
| 29 | DT | Dynatrace Inc | 0% | +19.96% | 加仓 |
| 30 | MTD | Mettler-toledo International | 0% | +23.59% | 加仓 |
| 31 | CCC | Ccc Intelligent Solutions Ho | 0% | +18.34% | 加仓 |
| 32 | URI | United Rentals Inc | 0% | — | 不变 |
| 33 | NTRA | Natera Inc | 0% | +4.60% | 加仓 |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | — | 不变 |
| 35 | RTX | Rtx CORP | 0% | — | 不变 |
| 36 | QLYS | Qualys Inc | — | +2.73% | 加仓 |
| 37 | NOC | Northrop Grumman CORP | — | — | 不变 |
| 38 | WFC | Wells Fargo & Co | — | — | 不变 |
| 39 | HON | Honeywell International Inc | — | — | 减仓 |
| 40 | MMM | 3m Co | — | — | 不变 |
| 41 | MSI | Motorola Solutions Inc | — | — | 不变 |
| 42 | AXSM | Axsome Therapeutics Inc | 0% | +2.07% | 加仓 |
| 43 | COST | Costco Wholesale CORP | 0% | -1.26% | 减仓 |
| 44 | LLY | Eli Lilly & Co | 0% | — | 不变 |
| 45 | DHR | Danaher CORP | 0% | — | 不变 |
| 46 | EW | Edwards Lifesciences CORP | 0% | — | 减仓 |
| 47 | ABT | Abbott Laboratories | 0% | — | 不变 |
| 48 | SPSC | Sps Commerce Inc | 0% | +22.22% | 加仓 |
| 49 | POOL | Pool CORP | 0% | +5.63% | 加仓 |
| 50 | JKHY | Jack Henry & Associates Inc | 0% | +22.03% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Torray Investment Partners LLC 在 Q3 2025 季度的美股持仓总市值约为 US$7.4亿，共申报了 99 个公开持股仓位。
在 Q3 2025 季度，Torray Investment Partners LLC 按市值排列的前三大核心持股分别为：AVGO (4.2%)、PSX (3.9%)、RPRX (3.4%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.2% 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
HPE 7.625 09-01-27
市值: US$2440.1万
本季最大获利了结 / 清仓标的
WRB
前期市值: US$1566.2万
在 Q3 2025 季度中，Torray Investment Partners LLC 共进行了 108 项持仓异动，包含新建仓 17 个仓位、加仓 35 个仓位、减仓 37 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 HPE 7.625 09-01-27。 本季清仓仓位包含 WRB。
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。