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: 0001729359
申报总市值
US$11.7亿
US$11.7亿
112 檔
21.1%
截至 Q2 2025 季度末，Townsend & Associates, Inc 的美股持仓估值约为 US$11.7亿，全数申报仓位共有 112 档。
在 Q2 2025，Townsend & Associates, Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 6 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，Townsend & Associates, Inc 的前 5 大核心持股（包含 SHV, ISTB, JIII 等）合计占整体申报市值的 21.1%，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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 6.48% | +0.09% | +1.68% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 5.34% | +0.03% | +1.59% | |
| 3 | JIII | Jns Hndrsn Incm ETF | ETF-其他 | 4.27% | +0.01% | +5.04% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.27% | +0.06% | -1.49% | |
| 5 | HDV | Ishares Core High Dividend E | ETF-其他 | 4.23% | +0.12% | -4.69% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.13% | -0.07% | +6.91% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.70% | -0.02% | -11.30% | |
| 8 | NTR | Nutrien LTD | 股票-原材料 | 3.50% | -0.26% | -13.25% | |
| 9 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 3.16% | -0.05% | +66.59% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.12% | — | +7.76% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.11% | -0.62% | -18.07% | |
| 12 | AIG | American International Group | 股票-金融 | 3.03% | +0.18% | -10.48% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.78% | +0.09% | +52.94% | |
| 14 | MYRG | Myr Group Inc/delaware | 股票-工业 | 2.24% | +0.44% | -11.68% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 2.08% | +0.15% | -5.66% | |
| 16 | GNK | Genco Shipping & Trading Limited | 股票-其他 | 2.00% | +0.12% | -1.34% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.88% | -0.10% | +8.35% | |
| 18 | GNRC | Generac Holdings Inc | 股票-工业 | 1.85% | -0.04% | +7.35% | |
| 19 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.83% | — | -8.36% | |
| 20 | SNA | Snap-on Inc | 股票-工业 | 1.68% | +0.11% | -3.05% | |
| 21 | CME | Cme Group Inc | 股票-金融 | 1.66% | -0.20% | -15.55% | |
| 22 | WM | Waste Management Inc | 股票-工业 | 1.59% | +0.11% | -10.16% | |
| 23 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 1.56% | +0.01% | -50.22% | |
| 24 | AER | AerCap Holdings N.V. | 股票-工业 | 1.55% | +0.12% | -12.04% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.52% | +0.10% | +2.33% | |
| 26 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.46% | +0.07% | -14.26% | |
| 27 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.44% | +0.03% | -20.38% | |
| 28 | GWW | Ww Grainger Inc | 股票-工业 | 1.43% | +0.27% | -12.87% | |
| 29 | MCK | Mckesson CORP | 股票-医疗保健 | 1.41% | +0.02% | — | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 1.40% | — | -9.28% | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.39% | -0.03% | -13.42% | |
| 32 | KR | Kroger Co | 股票-非周期性消费 | 1.37% | -0.15% | — | |
| 33 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.35% | -0.36% | — | |
| 34 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.34% | -0.15% | -8.64% | |
| 35 | WRB | Wr Berkley CORP | 股票-金融 | 1.34% | +0.11% | -21.89% | |
| 36 | ACN | Accenture plc | 股票-科技 | 1.32% | — | +5.60% | |
| 37 | AZO | Autozone Inc | 股票-周期性消费 | 1.30% | -0.16% | -23.71% | |
| 38 | NOMD | Nomad Foods Limited | 股票-其他 | 1.29% | +0.21% | -55.38% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.15% | -0.01% | -4.42% | |
| 40 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.01% | -0.16% | -26.45% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.43% | +0.02% | — | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.39% | -0.01% | -14.83% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.39% | -0.03% | — | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.38% | -0.04% | -0.01% | |
| 45 | NVR | Nvr Inc | 股票-周期性消费 | 0.31% | +0.02% | -14.96% | |
| 46 | AAPL | Apple Inc | 股票-科技 | 0.30% | +0.05% | -2.24% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.25% | -0.03% | -3.51% | |
| 48 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.23% | +0.01% | -21.18% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.23% | — | +1.67% | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.22% | +0.05% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | +1.4% | NEW | 新建仓 |
| 2 | BHP | Bhp Group Ltd-spon Adr | +1.4% | +66.59% | 加仓 |
| 3 | KR | Kroger Co | +1.4% | NEW | 新建仓 |
| 4 | HCA | Hca Healthcare Inc | +1.4% | NEW | 新建仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +52.94% | 加仓 |
| 6 | MYRG | Myr Group Inc/delaware | +0.8% | -11.68% | 减仓 |
| 7 | GNRC | Generac Holdings Inc | +0.6% | +7.35% | 加仓 |
| 8 | DIS | Walt Disney Co/the | +0.6% | +8.35% | 加仓 |
| 9 | GNK | Genco Shipping & Trading Limited | +0.4% | -1.34% | 减仓 |
| 10 | IUSV | Ishares Core S&p U.s. Value | +0.3% | -1.49% | 减仓 |
| 11 | PFF | Ishares Preferred & Income S | +0.3% | +7.76% | 加仓 |
| 12 | ABBV | Abbvie Inc | +0.2% | NEW | 新建仓 |
| 13 | RTX | Rtx CORP | +0.2% | -5.66% | 减仓 |
| 14 | FANG | Diamondback Energy Inc | +0.2% | NEW | 新建仓 |
| 15 | SJM | Jm Smucker Co/the | +0.2% | NEW | 新建仓 |
| 16 | UL | Unilever PLC | +0.2% | NEW | 新建仓 |
| 17 | MSFT | Microsoft CORP | +0.1% | — | 不变 |
| 18 | JIII | Jns Hndrsn Incm ETF | +0.1% | +5.04% | 加仓 |
| 19 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +6.91% | 加仓 |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -4.42% | 减仓 |
| 21 | SNA | Snap-on Inc | +0.1% | -3.05% | 减仓 |
| 22 | DHI | Dr Horton Inc | +0.1% | -8.64% | 减仓 |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +1.45% | 加仓 |
| 24 | ACN | Accenture plc | 0% | +5.60% | 加仓 |
| 25 | AER | AerCap Holdings N.V. | 0% | -12.04% | 减仓 |
| 26 | UNH | Unitedhealth Group Inc | -0.1% | -1.10% | 减仓 |
| 27 | DUK | Duke Energy CORP | -0.1% | -14.83% | 减仓 |
| 28 | VFC | Vf CORP | -0.1% | EXIT | 清仓 |
| 29 | HDV | Ishares Core High Dividend E | -0.1% | -4.69% | 减仓 |
| 30 | WMT | Walmart Inc | -0.1% | -9.28% | 减仓 |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.2% | +1.59% | 加仓 |
| 32 | GWW | Ww Grainger Inc | -0.2% | -12.87% | 减仓 |
| 33 | TTEN | Totalenergies Se -spon Adr | -0.2% | -8.36% | 减仓 |
| 34 | JPM | Jpmorgan Chase & Co | -0.2% | -83.71% | 减仓 |
| 35 | AXP | American Express Co | -0.2% | EXIT | 清仓 |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | +1.68% | 加仓 |
| 37 | WBA | Walgreens Boots Alliance Inc | -0.2% | EXIT | 清仓 |
| 38 | BF-B | Brown-forman Corp-class B | -0.2% | EXIT | 清仓 |
| 39 | AWK | American Water Works Co Inc | -0.3% | EXIT | 清仓 |
| 40 | WM | Waste Management Inc | -0.3% | -10.16% | 减仓 |
| 41 | TJX | Tjx Companies Inc | -0.3% | -13.42% | 减仓 |
| 42 | CME | Cme Group Inc | -0.3% | -15.55% | 减仓 |
| 43 | AZO | Autozone Inc | -0.4% | -23.71% | 减仓 |
| 44 | WRB | Wr Berkley CORP | -0.4% | -21.89% | 减仓 |
| 45 | IAU | Ishares Gold Trust | -0.5% | -26.45% | 减仓 |
| 46 | AIG | American International Group | -0.5% | -10.48% | 减仓 |
| 47 | GLD | Spdr Gold Shares | -1% | -18.07% | 减仓 |
| 48 | MHK | Mohawk Industries Inc | -1.2% | -50.22% | 减仓 |
| 49 | CROX | Crocs Inc | -1.5% | EXIT | 清仓 |
| 50 | NOMD | Nomad Foods Limited | -2% | -55.38% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Townsend & Associates, Inc 在 Q2 2025 季度的美股持仓总市值约为 US$11.7亿，共申报了 112 个公开持股仓位。
在 Q2 2025 季度，Townsend & Associates, Inc 按市值排列的前三大核心持股分别为：SHV (6.5%)、ISTB (5.3%)、JIII (4.3%)。其中最大持股仓位 SHV 占据整体投资组合约 6.5% 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
MCK
市值: US$1418.5万
本季最大获利了结 / 清仓标的
CROX
前期市值: US$1387.7万
在 Q2 2025 季度中，Townsend & Associates, Inc 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 11 个仓位、减仓 25 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 MCK。 本季清仓仓位包含 CROX。
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。