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
95 檔
18.4%
Q4 2025 季度申报显示，Torray Investment Partners LLC 披露的美股组合总市值为 US$7.4亿，涵盖 95 个不同之权益投资仓位。
在 Q4 2025，Torray Investment Partners LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 39 个仓位并完全清仓 11 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，Torray Investment Partners LLC 的前 5 大核心持股（包含 AVGO, RPRX, PSX 等）合计占整体申报市值的 18.4%，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 | 4.52% | +0.65% | -3.37% | |
| 2 | RPRX | Royalty Pharma plc | 股票-医疗保健 | 4.12% | +0.01% | +5.90% | |
| 3 | PSX | Phillips 66 | 股票-能源 | 3.82% | -1.08% | -1.08% | |
| 4 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 3.57% | -0.69% | +4.13% | |
| 5 | TXN | Texas Instruments Inc | 股票-科技 | 3.48% | -0.80% | +22.56% | |
| 6 | CNA | Cna Financial CORP | 股票-其他 | 3.37% | +0.25% | -1.83% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 3.15% | -1.07% | +10.44% | |
| 8 | BX | Blackstone Inc | 股票-金融 | 3.08% | +0.21% | +1.81% | |
| 9 | KKR 6.25 03-01-28 D债券 | Kkr & Co Inc | 债券 | 3.08% | +0.24% | — | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.03% | -0.19% | -8.80% | |
| 11 | AMGN | Amgen Inc | 股票-医疗保健 | 3.03% | +0.13% | -10.87% | |
| 12 | PLD | Prologis Inc | 股票-房地产 | 2.87% | -0.14% | +4.48% | |
| 13 | PFE | Pfizer Inc | 股票-医疗保健 | 2.87% | -0.41% | +6.72% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.80% | +0.04% | NEW | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.79% | -0.43% | +10.64% | |
| 16 | OKE | Oneok Inc | 股票-能源 | 2.74% | -0.36% | — | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.70% | +0.09% | -1.43% | |
| 18 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.59% | -0.32% | +39.51% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.39% | — | -3.45% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -2.40% | -4.42% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.12% | +0.21% | -5.94% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 2.05% | — | — | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.95% | +0.04% | -6.27% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | -1.55% | — | |
| 25 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.37% | -0.03% | -3.10% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.29% | — | -57.89% | |
| 27 | APH | Amphenol Corp-cl A | 股票-科技 | 1.24% | +0.24% | -21.54% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.17% | +0.35% | -2.48% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 1.15% | +0.55% | -6.56% | |
| 30 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 1.11% | -0.29% | +361.36% | |
| 31 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.00% | +0.01% | -4.85% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | +0.14% | -2.42% | |
| 33 | CEG | Constellation Energy | 股票-公用事业 | 0.96% | -0.16% | -1.50% | |
| 34 | CPRT | Copart Inc | 股票-工业 | 0.90% | — | +12.29% | |
| 35 | LZAGY | Lonza Group Ag-unspon Adr | 股票-其他 | 0.89% | -0.04% | -4.30% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.89% | -0.15% | +390.45% | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.86% | -0.11% | -4.95% | |
| 38 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.82% | -0.08% | -5.12% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.79% | -0.67% | -21.63% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.75% | — | -9.05% | |
| 41 | CNSWF | Constellation Software Inc | 股票-其他 | 0.74% | — | -6.60% | |
| 42 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.68% | -0.02% | -3.43% | |
| 43 | TYL | Tyler Technologies Inc | 股票-科技 | 0.61% | — | -3.03% | |
| 44 | RBC | RBC Bearings Inc | 股票-工业 | 0.59% | +0.07% | +5.52% | |
| 45 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.56% | -0.09% | -1.22% | |
| 46 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.55% | +0.10% | +7.38% | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.54% | +0.02% | -3.48% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | -0.07% | -25.66% | |
| 49 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 0.45% | +0.06% | +30.62% | |
| 50 | FN | Fabrinet | 股票-科技 | 0.44% | -0.09% | +1.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TW | Tradeweb Markets Inc-class A | +0.9% | +361.36% | 加仓 |
| 2 | RPRX | Royalty Pharma plc | +0.8% | +5.90% | 加仓 |
| 3 | MRSH | Marsh & Mclennan Cos | +0.7% | +39.51% | 加仓 |
| 4 | TXN | Texas Instruments Inc | +0.6% | +22.56% | 加仓 |
| 5 | PLD | Prologis Inc | +0.5% | +4.48% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -5.94% | 减仓 |
| 7 | PEP | Pepsico Inc | +0.5% | +10.64% | 加仓 |
| 8 | CVX | Chevron CORP | +0.4% | +10.44% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.3% | -3.37% | 减仓 |
| 10 | NEE | Nextera Energy Inc | +0.3% | -1.43% | 减仓 |
| 11 | PFE | Pfizer Inc | +0.3% | +6.72% | 加仓 |
| 12 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.3% | +4.13% | 加仓 |
| 13 | AMGN | Amgen Inc | +0.3% | -10.87% | 减仓 |
| 14 | HURN | Huron Consulting Group Inc | +0.2% | +141.04% | 加仓 |
| 15 | CNA | Cna Financial CORP | +0.2% | -1.83% | 减仓 |
| 16 | AMZN | Amazon.com Inc | +0.2% | -3.45% | 减仓 |
| 17 | COO | Cooper Cos Inc/the | +0.1% | +52.13% | 加仓 |
| 18 | NTRA | Natera Inc | +0.1% | +1.68% | 加仓 |
| 19 | KRYS | Krystal Biotech Inc | +0.1% | +0.71% | 加仓 |
| 20 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -4.85% | 减仓 |
| 21 | JKHY | Jack Henry & Associates Inc | +0.1% | +18.13% | 加仓 |
| 22 | RBC | RBC Bearings Inc | +0.1% | +5.52% | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不变 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.48% | 减仓 |
| 25 | KLAC | Kla CORP | +0.1% | -6.56% | 减仓 |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | +3.58% | 加仓 |
| 27 | FN | Fabrinet | +0.1% | +1.23% | 加仓 |
| 28 | AXSM | Axsome Therapeutics Inc | +0.1% | -15.07% | 减仓 |
| 29 | RYAN | Ryan Specialty Holdings Inc | +0.1% | +30.62% | 加仓 |
| 30 | CEG | Constellation Energy | +0.1% | -1.50% | 减仓 |
| 31 | AAPL | Apple Inc | +0.1% | -6.27% | 减仓 |
| 32 | FCN | Fti Consulting Inc | +0.1% | +33.01% | 加仓 |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | -0.18% | 减仓 |
| 34 | IWF | Ishares Russell 1000 Growth | +0.1% | +75.13% | 加仓 |
| 35 | QLYS | Qualys Inc | +0.1% | +22.61% | 加仓 |
| 36 | MPWR | Monolithic Power Systems Inc | +0.1% | +7.38% | 加仓 |
| 37 | V | Visa Inc-class A Shares | +0.1% | -2.42% | 减仓 |
| 38 | MTD | Mettler-toledo International | +0.1% | -0.12% | 减仓 |
| 39 | RKLB | Rocket Lab Corporation | 0% | — | 不变 |
| 40 | CCC | Ccc Intelligent Solutions Ho | 0% | +25.62% | 加仓 |
| 41 | CPRT | Copart Inc | 0% | +12.29% | 加仓 |
| 42 | LLY | Eli Lilly & Co | 0% | — | 不变 |
| 43 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 44 | LZAGY | Lonza Group Ag-unspon Adr | 0% | -4.30% | 减仓 |
| 45 | AMAT | Applied Materials Inc | 0% | — | 不变 |
| 46 | DHR | Danaher CORP | 0% | — | 不变 |
| 47 | WFC | Wells Fargo & Co | 0% | — | 不变 |
| 48 | EW | Edwards Lifesciences CORP | 0% | — | 不变 |
| 49 | MMM | 3m Co | 0% | — | 不变 |
| 50 | TSLA | Tesla Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Torray Investment Partners LLC 在 Q4 2025 季度的美股持仓总市值约为 US$7.4亿，共申报了 95 个公开持股仓位。
在 Q4 2025 季度，Torray Investment Partners LLC 按市值排列的前三大核心持股分别为：AVGO (4.5%)、RPRX (4.1%)、PSX (3.8%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.5% 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
KKR 6.25 03-01-28 D
市值: US$2148.3万
本季最大获利了结 / 清仓标的
EOG
前期市值: US$1712.8万
在 Q4 2025 季度中，Torray Investment Partners LLC 共进行了 87 项持仓异动，包含新建仓 7 个仓位、加仓 30 个仓位、减仓 39 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 KKR 6.25 03-01-28 D。 本季清仓仓位包含 EOG。
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。