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: 0000866780
申报总市值
US$10.2亿
US$10.2亿
765 檔
11.4%
根据最新整理的 13F 季度数据集，Toth Financial Advisory CORP 于 Q3 2025 结束时的管理资产规模为 US$10.2亿。该机构在本季度申报了 765 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Toth Financial Advisory CORP 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 32 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Toth Financial Advisory CORP 的前 5 大核心持股（包含 MSFT, AAPL, ORCL 等）合计占整体申报市值的 11.4%，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 765 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 | 3.40% | -0.25% | -2.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.37% | +0.14% | +0.45% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 2.35% | -0.18% | -7.33% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-其他 | 2.26% | +0.58% | -4.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.20% | +0.24% | -1.29% | |
| 6 | SYK | Stryker CORP | 股票-医疗保健 | 2.04% | -0.31% | +0.20% | |
| 7 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 2.00% | -0.08% | +4.00% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.89% | -0.13% | +4.42% | |
| 9 | FISV | Fiserv Inc | 股票-其他 | 1.87% | -0.42% | +2.72% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.76% | +0.06% | -2.17% | |
| 11 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.69% | +0.18% | -3.36% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.68% | -0.14% | +1.39% | |
| 13 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.62% | -0.45% | +3.58% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.57% | +0.59% | -0.44% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.44% | +0.42% | -0.12% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.43% | -0.35% | +0.04% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.42% | -0.17% | +8.64% | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 1.41% | -0.04% | +3.84% | |
| 19 | BLK | Blackrock Inc | 股票-金融 | 1.39% | -0.08% | +0.21% | |
| 20 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.38% | -0.03% | +0.55% | |
| 21 | MCK | Mckesson CORP | 股票-医疗保健 | 1.38% | -0.30% | +3.54% | |
| 22 | SYY | Sysco CORP | 股票-非周期性消费 | 1.25% | -0.04% | +1.26% | |
| 23 | ECL | Ecolab Inc | 股票-原材料 | 1.22% | -0.10% | +1.27% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.15% | -3.22% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.20% | +0.09% | +6.07% | |
| 26 | AZO | Autozone Inc | 股票-周期性消费 | 1.18% | -0.17% | +0.31% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.18% | +0.87% | +26.81% | |
| 28 | GWW | Ww Grainger Inc | 股票-工业 | 1.13% | +0.24% | +0.34% | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.13% | -0.09% | +0.23% | |
| 30 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.11% | -0.29% | +1.99% | |
| 31 | EFX | Equifax Inc | 股票-工业 | 1.01% | -0.22% | +3.19% | |
| 32 | J | Jacobs Solutions Inc | 股票-工业 | 1.00% | -0.23% | +8.87% | |
| 33 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.96% | -0.07% | +2.63% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.94% | -0.26% | +1.17% | |
| 35 | D | Dominion Energy Inc | 股票-公用事业 | 0.93% | +0.02% | +6.34% | |
| 36 | AFL | Aflac Inc | 股票-金融 | 0.92% | -0.02% | -0.49% | |
| 37 | GD | General Dynamics CORP | 股票-工业 | 0.91% | -0.06% | +5.28% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.88% | +0.44% | +9.83% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | — | -1.01% | |
| 40 | FAST | Fastenal Co | 股票-工业 | 0.86% | — | -2.15% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | — | +7.34% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.84% | -0.08% | -2.41% | |
| 43 | JMSB | John Marshall Bancorp Inc | 股票-其他 | 0.83% | -0.10% | -3.01% | |
| 44 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.82% | -0.06% | +6.30% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.82% | -0.25% | +3.60% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.82% | -0.20% | +4.13% | |
| 47 | TRU | Transunion | 股票-金融 | 0.81% | -0.21% | +6.54% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.78% | -0.09% | +12.85% | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 0.78% | -0.05% | +0.00% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.76% | +0.03% | +2.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.9% | -7.33% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.29% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | -2.63% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | -3.22% | 减仓 |
| 5 | SOXX | Ishares Semiconductor ETF | +0.5% | +26.81% | 加仓 |
| 6 | SSO | Proshares Ultra S&p500 | +0.3% | -3.36% | 减仓 |
| 7 | NVDA | Nvidia CORP | +0.3% | +7.34% | 加仓 |
| 8 | CVS | Cvs Health CORP | +0.3% | +16.84% | 加仓 |
| 9 | TQQQ | Proshares Ultrapro Qqq | +0.2% | -17.47% | 加仓 |
| 10 | BLK | Blackrock Inc | +0.2% | +0.21% | 加仓 |
| 11 | J | Jacobs Solutions Inc | +0.2% | +8.87% | 加仓 |
| 12 | QLD | Proshares Ultra Qqq | +0.2% | -4.84% | 减仓 |
| 13 | APP | Applovin Corp-class A | +0.2% | +4634.48% | 加仓 |
| 14 | GD | General Dynamics CORP | +0.2% | +5.28% | 加仓 |
| 15 | XLF | Ss Financial Select Sector | +0.2% | +3.84% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.2% | -2.79% | 加仓 |
| 17 | MU | Micron Technology Inc | +0.2% | +1343.92% | 加仓 |
| 18 | JNJ | Johnson & Johnson | +0.2% | +8.64% | 加仓 |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +12.85% | 加仓 |
| 20 | XLB | Ss Materials Select Sector | +0.2% | +83.65% | 加仓 |
| 21 | GEV | GE Vernova Inc | +0.2% | — | 加仓 |
| 22 | ABBV | Abbvie Inc | +0.1% | +6.07% | 加仓 |
| 23 | UWM | Proshares Ultra Russell2000 | +0.1% | +19.60% | 加仓 |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +164.66% | 加仓 |
| 25 | IWM | Ishares Russell 2000 ETF | +0.1% | +49.65% | 加仓 |
| 26 | D | Dominion Energy Inc | +0.1% | +6.34% | 加仓 |
| 27 | FAST | Fastenal Co | +0.1% | -2.15% | 加仓 |
| 28 | WTRG | Essential Utilities Inc | +0.1% | +15.87% | 加仓 |
| 29 | XLK | Ss Technology Select Sector | +0.1% | -0.12% | 减仓 |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.10% | 加仓 |
| 31 | DGX | Quest Diagnostics Inc | +0.1% | +2.38% | 加仓 |
| 32 | WMT | Walmart Inc | 0% | +0.04% | 减仓 |
| 33 | EFX | Equifax Inc | 0% | +3.19% | 加仓 |
| 34 | AZO | Autozone Inc | 0% | +0.31% | 加仓 |
| 35 | SYY | Sysco CORP | 0% | +1.26% | 加仓 |
| 36 | ECL | Ecolab Inc | 0% | +1.27% | 加仓 |
| 37 | AAPL | Apple Inc | 0% | +0.45% | 减仓 |
| 38 | REGL | Prshrs S&p Mid 400 Dvd Arist | 0% | +4.00% | 加仓 |
| 39 | CSCO | Cisco Systems Inc | 0% | -0.44% | 减仓 |
| 40 | FAS | Dirx Dly Finacial B3x Etf-ui | -0.2% | — | 减仓 |
| 41 | CPRX | Catalyst Pharmaceuticals Inc | -0.2% | -96.50% | 减仓 |
| 42 | GIS | General Mills Inc | -0.2% | -20.88% | 减仓 |
| 43 | STZ | Constellation Brands Inc-a | -0.2% | -25.86% | 减仓 |
| 44 | BDX | Becton Dickinson And Co | -0.3% | -5.02% | 减仓 |
| 45 | BMY | Bristol-myers Squibb Co | -0.3% | -16.30% | 减仓 |
| 46 | XLI | Ss Industrial Select Sector | -0.4% | +2.27% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | +9.83% | 加仓 |
| 48 | XLV | Ss Health Care Select Sector | -0.5% | +11.28% | 减仓 |
| 49 | XLE | Ss Energy Select Sector | -0.6% | +21.42% | 减仓 |
| 50 | FISV | Fiserv Inc | -1.6% | +2.72% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Toth Financial Advisory CORP 在 Q3 2025 季度的美股持仓总市值约为 US$10.2亿，共申报了 765 个公开持股仓位。
在 Q3 2025 季度，Toth Financial Advisory CORP 按市值排列的前三大核心持股分别为：MSFT (3.4%)、AAPL (2.4%)、ORCL (2.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.4% 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
MSFT
前期市值: US$2359.2万
在 Q3 2025 季度中，Toth Financial Advisory CORP 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 32 个仓位、减仓 18 个仓位以及清仓 0 个仓位。
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。