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: 0001278249
申报总市值
US$11.1亿
US$11.1亿
191 檔
21.2%
Q2 2025 季度申报显示，Tower Bridge Advisors 披露的美股组合总市值为 US$11.1亿，涵盖 191 个不同之权益投资仓位。
在 Q2 2025 期间，Tower Bridge Advisors 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Tower Bridge Advisors 的前 5 大核心持股（包含 MSFT, AAPL, AVGO 等）合计占整体申报市值的 21.2%，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 | MSFT | Microsoft CORP | 股票-科技 | 8.17% | -0.41% | -2.42% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.91% | +0.16% | -2.58% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.15% | +0.44% | -2.04% | |
| 4 | ORCL | Oracle CORP | 股票-科技 | 4.13% | -0.19% | -5.22% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.95% | +0.04% | -3.18% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.73% | +0.61% | -1.78% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.39% | +0.10% | -0.00% | |
| 8 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.11% | -0.39% | -1.13% | |
| 9 | ACN | Accenture plc | 股票-科技 | 1.98% | -0.54% | -2.87% | |
| 10 | J | Jacobs Solutions Inc | 股票-工业 | 1.73% | -0.17% | -0.92% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 1.67% | -0.18% | -0.80% | |
| 12 | AON | Aon plc | 股票-金融 | 1.56% | -0.09% | -5.39% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.55% | -0.10% | +1.56% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.52% | -0.06% | -4.30% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.45% | +1.83% | -2.05% | |
| 16 | ETN | Eaton Corporation plc | 股票-工业 | 1.40% | +0.13% | +0.89% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.39% | -0.01% | -2.55% | |
| 18 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.37% | -0.37% | +1.51% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.30% | -0.27% | -5.97% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.22% | -0.11% | +6.81% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.16% | +0.08% | +9.59% | |
| 22 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.16% | +0.01% | -4.99% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.16% | -0.08% | +5.44% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | -1.66% | EXIT | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.15% | -0.03% | -3.56% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.12% | -0.16% | -4.01% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | +0.26% | -1.05% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.03% | -0.16% | -0.59% | |
| 29 | TOL | Toll Brothers Inc | 股票-周期性消费 | 0.97% | +0.11% | -3.30% | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 0.97% | -0.12% | -1.96% | |
| 31 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.97% | -0.08% | -4.61% | |
| 32 | MCO | Moody's CORP | 股票-金融 | 0.93% | +0.05% | -4.64% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.29% | -2.47% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 0.86% | -0.30% | +9.90% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 0.83% | -0.02% | -4.09% | |
| 36 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.83% | -0.09% | -9.76% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.80% | +0.08% | +25.63% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.80% | +0.05% | +0.35% | |
| 39 | OKE | Oneok Inc | 股票-能源 | 0.80% | -0.08% | +6.87% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.79% | +0.03% | -19.42% | |
| 41 | CME | Cme Group Inc | 股票-金融 | 0.77% | -0.23% | -2.31% | |
| 42 | WSO | Watsco Inc | 股票-工业 | 0.76% | +0.02% | -4.08% | |
| 43 | HON | Honeywell International Inc | 股票-工业 | 0.76% | -0.74% | EXIT | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.72% | -0.10% | +16.98% | |
| 45 | PH | Parker Hannifin CORP | 股票-工业 | 0.72% | — | +3.01% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.03% | — | |
| 47 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.70% | -0.02% | -5.42% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | -0.09% | +2.73% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.67% | -0.13% | -5.81% | |
| 50 | LHX | L3harris Technologies Inc | 股票-工业 | 0.58% | -0.17% | +0.93% |
根据 SEC 官方 Form 13F 申报备案，Tower Bridge Advisors 在 Q2 2025 季度的美股持仓总市值约为 US$11.1亿，共申报了 191 个公开持股仓位。
在 Q2 2025 季度，Tower Bridge Advisors 按市值排列的前三大核心持股分别为：MSFT (8.2%)、AAPL (4.9%)、AVGO (4.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.2% 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。
在 Q2 2025 季度中，Tower Bridge Advisors 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。